There are wireless infrastructure companies, ASPs, NSPs, ISPs, xSPs, etc. There are companies making mobile devices, automotive systems, and, of course, digital TV and cable boxes, as well as other kinds of appliances. There are general solutions and industry-specific stacks. The list goes on. And for the first time in a good long time, a great many of these companies are actually building accepted and useful products and making real money doing it.
Smart devices seem to finally be a thing whose time has come.
If you have particular interests that might help me to narrow things down a little bit, please let me know. I address your own particular interests. One of the hottest areas in general, and certainly in software, is applications and services for emerging net-connected mobile devices. PDAs are a significant opportunity, but the big money seems to be building behind Web-enabled mobile phones. There are a number of applications available, and content vendors large and small, including the likes of Bandai, Sony, and Disney, are making money from their services and apps today.