If you listen to the analyst day presentation you will hear them talk about the fact that modules are becoming smaller and functions are being combined. Thus in the future you will see more single source awards. This will be a big change .
Need, You are misunderstanding the issue. Companies like TQNT, SWKS etc may make product offerings as you are suggesting, but they are not driving the boat. It is the OEM's , in particular AAPL that tells them how it is, and I can tell you for certain, that AAPL will not stake its product ramps on only one supplier, or even two suppliers. And they sure as heck are not going to put their all their eggs in relying on a company like TQNT , with TQNT's track record. Even top notch suppliers like QCOM have to kiss up to AAPL. AAPL gets it way and it is with multiple suppliers , and if you know anyone within the industry who could give you the feel of this, they would confirm this. If you don't know people in the industry, just do a google search, there is a wealth of information that will confirm what I am saying.