LTE is seen as a must have for next generation tablets and integrated on to the CPU rather than a separate radio chip.
The delay will give Qualcomm who are already market leaders in the integrated CPU market with their Snapdragon series of cores - and they already have a 4 core chip on the market which will be used in high-end devices like Samsung's Galaxy S4 (in Europe at least).
Though NVidia has been reasonably successful with its Tegra3 chip, it's been a difficult journey with them having to make significant re-designs along the way to fix design issues with the chip. Getting the Tegra4i right will mean long term cost savings.
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