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Marvell: Mobile Strategy and Outlook

Posted on Friday, Apr 25th

By Vijay Nagarajan, Guest Author In the last two parts of this series, we looked at Marvell’s position and strategy in the wireless connectivity solutions market. These solutions serve another important purpose – to make Marvell’s cellular and handheld products competitive and complete. In this part, we will take a look at whether Marvell can

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Marvell: Connectivity Solutions

Posted on Sunday, Apr 20th

By Vijay Nagarajan, Guest Author As we continue to analyze the company’s wireless products, it is illustrative to look at its connectivity solutions strategy. In the last segment of this series, we discussed Marvell’s WLAN business. In this piece, I will analyze its Bluetooth and GPS strategies, which I consider as vital elements of tomorrow’s

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Marvell: WLAN market

Posted on Saturday, Apr 19th

By Vijay Nagarajan, Guest Author So far in the Marvell series, we have looked at the storage and Ethernet business areas. We also briefly touched upon the overall company strategy. As we move on to dissect the company’s wireless business, we will start with its position in the WLAN market.

Marvell: Ethernet business

Posted on Friday, Apr 18th

By Vijay Nagarajan, Guest Author In the previous articles in this series, we looked at Marvell’s product strategy, briefly reviewed the fiscal 2008 financials before dissecting the storage business area. Let us now take a look at Marvell’s position in its Ethernet semiconductor business.

Marvell: Fiscal 2008 financials

Posted on Saturday, Apr 12th

By Vijay Nagarajan, Guest Author In my previous article on Marvell, I provided a brief overview of the company strategy and product portfolio. Before we move on to dissect the various business areas, let us take a brief look at the fiscal 2008 financials.

Marvell: “A product cycle company”

Posted on Friday, Apr 11th

By Vijay Nagarajan, Guest Author As part of our coverage of the mobile chip vendor space, we looked at Qualcomm, InterDigital, Broadcom and Texas Instruments in great detail. We now move on to another interesting and aggressive fabless semiconductor company – Marvell Technology group. Earlier coverage on Marvell can be found here, here and here.

TI+InterDigital = 3G Consolidation?

Posted on Sunday, Apr 6th

By Vijay Nagarajan, Guest Author In the previous article, I discussed what an acquisition of InterDigital can do to TI. What then will happen to the cellular industry and the 3G value chain?

Texas Instruments: Mobile Market Strategy

Posted on Friday, Mar 28th

By Vijay Nagarajan, Guest Author I mentioned in the last segment of this series that I was not happy with TI’s wireless and mobile market strategy. Let me try to explain why.