I have identified one company in the small cell wireless base station market that stands to gain by this network build out. The company is Mindspeed Technologies, Inc. (MSPD) which is a fabless chip design company headquartered in Newport Beach, California. With its roots as part of Rockwell's Semiconductor division, it was spun off as a wholly owned subsidiary of Conexant in 1999 and later launched as a standalone public company in 2003, listed on NASDAQ as MSPD.
The company designs and sells a wide range of silicon chips for network infrastructure of the wired and wireless communications industry.
Small cell wireless LTE is no longer a niche technology as it is now being deployed and has become an integral part of the major carrier's network plans. There are currently 5 types of small cell base stations that Mindspeed provides SoC's for.