Yes Broadcom is one of the suppliers.  Perhaps they couldn't commit to the volumes required?  Perhaps a chinese based supplier was preferred, mandatory even under Chinese rules.  This highlights the complexity of getting products to market and working in foreign domains.  

Despite all the negative tub thumping of late.  I really think we need to take our hats off to management for this update and progress.  Bring on more names and particularly the partner outside of China.