One of my readers, points out that I have not discussed Infineon in my iPhone and the Future series. True. I somehow missed, even though it very much featured on the list of component vendors. In fact, looks like some analysts are predicting, that Infineon’s iPhone design win will result in over $100 Million in
There have been several changes in the CAD / PLM market in the last year, with UGS being purchased by Siemens for $3.5 Billion, and with Dassault reducing its dependence on IBM Global Services. Both moves are surprising, since I don’t at all, see any synergy between Siemens and UGS, and the IBM-Dassault partnership was