Marvell: Storage Market Leadership

By Vijay Nagarajan, Guest Author In the prequel, I looked at Marvell’s fiscal 2008 financials focusing especially on the company’s expenses. As we move ahead, let me dissect its position in the storage industry in general and the hard disk drive market in particular.

Marvell: Fiscal 2008 financials

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”

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.

Broadcom: Wireless LAN

By Vijay Nagarajan, Guest Author In the last article, I talked about Broadcom’s Bluetooth business and its co-dependent relationship with Wireless Local Area Network (WLAN). In this article, I will take a deeper look at the WLAN market and Broadcom’s position in it.

Broadcom: Bluetooth today and tomorrow

By Vijay Nagarajan, Guest Author I have, so far in this series, looked at Broadcom’s Enterprise Networking business and also its Broadband Communications business. In the next few articles, I will present a discussion of the various components of its mobile and wireless business unit before proceeding to its valuation. This piece focuses on Bluetooth.

Broadcom: Enterprise Networking Business

By Vijay Nagarajan, Guest Author In the previous articles in this series, we looked at the strengths and weaknesses of Broadcom. We also looked at the pros and cons of its broad portfolio of products and its growth by acquisition. Going forward, I will start to dissect the company’s enterprise networking products business.

Interdigital: Inside the iPhone

By Vijay Nagarajan, Guest Author I concluded the last article in this series postulating that Interdigital will stand to gain not only from the licensing of essential patents to Apple but also from individual iPhone sales. To reason this out, let us take a quick look at the Infineon chipset in the current iPhone design-

iPhone’s Component Ecosystem: Synthesis

Over the last few weeks, we have reviewed the iPhone’s Component Vendors. Here is a recap of the articles: iPhone’s Inside Beneficiaries provides an overview of the various players. We covered Samsung, one of the top component providers, who also has the manufacturing and design capabilities to become the iPhone’s major competitor in the future.

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