Infineon (Part 3): Holes In Wireless Portfolio

By Guest Author Nalini Kumar Muppala In the previous post, we looked at Infineon’s strengths in wireless. However, Infineon’s portfolio is still incomplete in the area of connectivity solutions, which are playing a major role in the convergence trend.

Infineon (Part 2): Wireless Strengths

By Guest Author Nalini Kumar Muppala Infineon is a formidable force in RF transceivers and is one of the predominant baseband suppliers. Forward Concepts ranks them #3 globally in total baseband (2G, 3G). Although Infineon’s visibility increased tremendously after design wins in the iPhone, it has been a longtime supplier of RF solutions to LG,

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Infineon (Part 1): Seeing Some Light

By Guest Author Nalini Kumar Muppala Continuing with our detailed analysis of European players in wireless semiconductor space, let’s take a look at some recent developments at Infineon Technologies AG. Earlier detailed coverage of Infineon can be found in Vijay’s series. Infineon ranked tenth among top semiconductor suppliers in 2008. But of late, the company

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Infineon: Valuation

By Vijay Nagarajan, Guest Author Last month, we discussed in detail the various businesses of Infineon and also peeked into its strategy. We noted that Qimonda was the cause of most of its miseries. We also suggested acquisition and growth possibilities for the German company. Against this background, it is time for us to look

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3G iPhone’s Top 5 Component Beneficiaries

The 3G iPhone is out. Besides Apple, who else is a beneficiary of this major PR event? Here, we look at the top five component vendors: Infineon, Triquint, Samsung, Broadcom and Interdigital.

Infineon: Wireless Business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s industrial and automotive business and its wireline communications business. Let’s now take a quick look at its wireless communications business, which has been in the news for the past year due to the company’s presence in the iPhone.

Infineon: Industrial and Automotive business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s financials and the negative impact Qimonda has had on it. While it is facing difficulties offloading its Qimonda stake, the German chipmaker has done well in its two business segments. Let us take a quick look at the Industrial and Automotive business in this part.

Infineon: The Qimonda Challenge

By Vijay Nagarajan, Guest Author In the last part of this series, we looked at Infineon’s recent financials and pointed out that Qimonda is a key reason why the company is struggling to create more shareholders’ value. Let us now take a deeper look into Qimonda’s challenges and Infineon’s strategic initiatives to address the situation.