The PC world evolved with the massive outsourcing industry thriving with a majority ( >50% of the market) of the laptops and PC’s in the world being designed ( ODM) and Manufactured ( EMS) by Taiwan and Chinese manufactures. In the mobile world the ODM’s still have a small share of the overall pie.
At the Intel Booth, although the Atom processors are just making a debut in a very crowed ARM market, a unique company out of Florida designed a product series ( Four products based on the Seasons) called OpenPeak. Their model is to sell under their partner brand. Most likely the mobile operators and new MVNO’s emerging. They have done work for Orange and Telefonic they claimed.
A further follow-up is to keep an eye on the large ODM’s out of Taiwan Quanta, Compal, Wistron, Inventec, Pegatron.