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.

ST Microelectronics: Wireless Business

By Vijay Nagarajan, Guest Author The JV with NXP has given STM the scale to succeed in the mobile wireless space. Putting its weight behind the convergence movement, the company plans to leverage its full suite of wireless solutions to enable the advanced mobile devices coming out of the Nokia stables among others. Let us

Read Full Article »

Marvell: WLAN market

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: “A product cycle company”

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?

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?

TI Should Acquire Interdigital

By Vijay Nagarajan, Guest Author In my recently completed series on Texas Instruments, I pointed out that TI was not in a great position as far as 3G is concerned. I subsequently also suggested that the company ally with InterDigital to prevent further damage. Let us take this a step further and examine what it

Read Full Article »

Texas Instruments: Wireless Business Outlook

By Vijay Nagarajan, Guest Author In the past two segments on TI, I have presented my perspective of TI’s wireless strategy. Let us now look at how this will impact the company’s revenue outlook over the next few years.

Texas Instruments: Mobile Market Strategy

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.