What if there are only two infrastructure vendors

If there were only two wireless infrastructure vendors, who would they be and why?
Well, Ericsson is one of the obvious choice but who would be the second. Huawei has gained a lot of traction in Europe and is making headway in North America with wins in Canada (Telus and Bell Mobility) and with Leap, Cox, and Metro PCS in the US markets. However Nokia Simens Network is still second overall in terms of market share. What will it take for Huawei to surpass NSN? Huawei will need to gain network entry into one of the top 3 US operators network (Verizon Wireless, AT&T , Sprint) to build the credidibility with the other two operators. NSN lost crucial access to the North American market when the company lost its bid to secure Nortel's CDMA and LTE business. Two of the top three North American operators are CDMA operator's so winning Nortel's CDMA business would have provided direct access to these operators.
Alcatel-Lucent is gaining strength. The company's stock price has increased significantly this year. The company will need to expand its LTE contracts if it wishes to remain a strong contender.