The expectation at HN is that anything that's standardized is a cheap commodity. Normally that's sensible as standards standardize already existing methods of solving a common problem. However, this case is different as the standard is also the development. I don't know the details, but Ericsson is widely regarded as the technology leader in telecommunications. I'd guess that Ericsson has put a lot of work into all the mobile networking technologies that are standardized and that they expect to get paid for that work.