d*********r 发帖数: 227 | 1 infineon脱离了自己的foundry,需要重新整合,改用intel的工艺。
infineon欧洲公司,intel裁起人来心狠手辣。新部门买来以后免不了一轮清洗,人心
也散了。 apple买的那个cpu公司就是前车之鉴。让你cheap,人都跑了你抱着个ip有屁
用。
总之是不看好,intel这是给qualcomm,mediatek除去一个心头大患。 |
T******T 发帖数: 3066 | 2 Heard that deal was in the final stage. Intel getting into the 3G, 2.5G
baseband IC business means trouble for QCOM, BRCM and MediaTek in the long
run. Regardless of the process change or excess baggage, in the end, Intel
knows what they are doing when it comes to cranking out chips.
Sigh, my next iphone's gonna have an Intel inside logo on the back, OMFG. |
w*******d 发帖数: 3714 | 3 infineon先卖了wireline communications,又卖了wireless communications,不知道
钱够了没,是不是还要继续卖。。。 |
m*****t 发帖数: 3477 | 4 This artical is informative.
EET
Analyst: Infineon exits cell IC market just in time
8/31/2010 7:57 PM EDT
SAN JOSE, Calif. - Intel Corp. plans to purchase Infineon Technologies AG's
Wireless Solutions Business (WLS) for $1.4 billion in cash with the deal
expected to close in the first quarter of 2011.
This is yet another deal in a buying spree that has seen Intel agree to
acquire Texas Instruments Inc.'s cable modem product line, on Aug 16 and
willing to spend $7.68 billion on security software
【在 d*********r 的大作中提到】 : infineon脱离了自己的foundry,需要重新整合,改用intel的工艺。 : infineon欧洲公司,intel裁起人来心狠手辣。新部门买来以后免不了一轮清洗,人心 : 也散了。 apple买的那个cpu公司就是前车之鉴。让你cheap,人都跑了你抱着个ip有屁 : 用。 : 总之是不看好,intel这是给qualcomm,mediatek除去一个心头大患。
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c****s 发帖数: 2487 | 5
WLS本来就不是IFX自己生产,现在卖掉后剩下的到全部成了从头到尾自己鼓捣。INT在
工艺方面比TSMC/UMC/GF先进一个node左右,这个优势在RF engine上可以用到。其他模
拟线路倒是未必。
【在 d*********r 的大作中提到】 : infineon脱离了自己的foundry,需要重新整合,改用intel的工艺。 : infineon欧洲公司,intel裁起人来心狠手辣。新部门买来以后免不了一轮清洗,人心 : 也散了。 apple买的那个cpu公司就是前车之鉴。让你cheap,人都跑了你抱着个ip有屁 : 用。 : 总之是不看好,intel这是给qualcomm,mediatek除去一个心头大患。
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c****s 发帖数: 2487 | 6 这里有个脑筋急转弯的游戏,呵呵
AAPL这么大的订单为了安全考虑通常会选至少两个供货商(前不久德国的电子身份证首
批订单给了NXP而不是IFX就是这个战术)而目前IFX通吃iphone/ipad本身就是有些奇怪
的事。长期来看应该有变数,QCOM就是最可能的后备。现在CDMA版的产品一出来,反倒
自然实现了采购的分散。而CDMA跟UMTS的市场基本不冲突。总之,这一消息对于IFX不
见的就是利空。
s
last
【在 m*****t 的大作中提到】 : This artical is informative. : EET : Analyst: Infineon exits cell IC market just in time : 8/31/2010 7:57 PM EDT : SAN JOSE, Calif. - Intel Corp. plans to purchase Infineon Technologies AG's : Wireless Solutions Business (WLS) for $1.4 billion in cash with the deal : expected to close in the first quarter of 2011. : This is yet another deal in a buying spree that has seen Intel agree to : acquire Texas Instruments Inc.'s cable modem product line, on Aug 16 and : willing to spend $7.68 billion on security software
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m*****t 发帖数: 3477 | 7 IFX intended to focus on Auto and Industry AMS themselves, the move is
inevitable and almost risk-free for them. Worst case, they lost the future
growth potential if smartphone become the mainstream platform for personals.
(and don't forget they sold it on a good price).
The doubts and concerns r on INTL.
Number one, they have NOT succeeded in any market other than PC.
Number two, the business unit they acquired is second fiddle to other
players in both sub-mkt sections. You have QCOM&BRCM for t
【在 c****s 的大作中提到】 : 这里有个脑筋急转弯的游戏,呵呵 : AAPL这么大的订单为了安全考虑通常会选至少两个供货商(前不久德国的电子身份证首 : 批订单给了NXP而不是IFX就是这个战术)而目前IFX通吃iphone/ipad本身就是有些奇怪 : 的事。长期来看应该有变数,QCOM就是最可能的后备。现在CDMA版的产品一出来,反倒 : 自然实现了采购的分散。而CDMA跟UMTS的市场基本不冲突。总之,这一消息对于IFX不 : 见的就是利空。 : : s : last
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x***y 发帖数: 830 | 8
personals.
market,
别的都同意,除了bet big。。这个。1.4个billion也太便宜了,也就牙缝里扣出来的
肉。
一个破杀毒软件还要7,8个billion呢。要么说忽悠钱还是软工比硅工占便宜。
【在 m*****t 的大作中提到】 : IFX intended to focus on Auto and Industry AMS themselves, the move is : inevitable and almost risk-free for them. Worst case, they lost the future : growth potential if smartphone become the mainstream platform for personals. : (and don't forget they sold it on a good price). : The doubts and concerns r on INTL. : Number one, they have NOT succeeded in any market other than PC. : Number two, the business unit they acquired is second fiddle to other : players in both sub-mkt sections. You have QCOM&BRCM for t
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j******g 发帖数: 1098 | 9 建议你去了解一下apple跟PA semi之间具体是怎么回事。
【在 d*********r 的大作中提到】 : infineon脱离了自己的foundry,需要重新整合,改用intel的工艺。 : infineon欧洲公司,intel裁起人来心狠手辣。新部门买来以后免不了一轮清洗,人心 : 也散了。 apple买的那个cpu公司就是前车之鉴。让你cheap,人都跑了你抱着个ip有屁 : 用。 : 总之是不看好,intel这是给qualcomm,mediatek除去一个心头大患。
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m*****t 发帖数: 3477 | 10 The McAfee buy is exactly an implication that INTL go wireless:
EET
McAfee deal brings Intel into mobile security
Mark LaPedus
8/19/2010 9:36 PM EDT
SAN JOSE, Calif. - Intel Corp.'s proposed $7.68 billion acquisition of
security software vendor McAfee Inc. expands its ongoing push in the
embedded front, especially in the mobile space.
But questions remain about the surprising deal. Intel (Santa Clara, Calif.)
said Thursday it entered into a definitive agreement to acquire McAfee for $
48 per sha
【在 x***y 的大作中提到】 : : personals. : market, : 别的都同意,除了bet big。。这个。1.4个billion也太便宜了,也就牙缝里扣出来的 : 肉。 : 一个破杀毒软件还要7,8个billion呢。要么说忽悠钱还是软工比硅工占便宜。
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T******T 发帖数: 3066 | 11 BRCM is not yet a contender for premium market. Their baseband ICs and Apps
processors are at most mid-tier right now. The premium markets are still
dominated by QCOM and Infineon chipsets (soon to be INTL). INTL hasn't been
known to come out with stellar RF tranceivers, so will they be doing that
in house, or partner with someone, we'll wait and see.
personals.
market,
【在 m*****t 的大作中提到】 : IFX intended to focus on Auto and Industry AMS themselves, the move is : inevitable and almost risk-free for them. Worst case, they lost the future : growth potential if smartphone become the mainstream platform for personals. : (and don't forget they sold it on a good price). : The doubts and concerns r on INTL. : Number one, they have NOT succeeded in any market other than PC. : Number two, the business unit they acquired is second fiddle to other : players in both sub-mkt sections. You have QCOM&BRCM for t
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p**o 发帖数: 380 | 12 Intel screwed up a lot in the communication space.
what's new this time?
【在 d*********r 的大作中提到】 : infineon脱离了自己的foundry,需要重新整合,改用intel的工艺。 : infineon欧洲公司,intel裁起人来心狠手辣。新部门买来以后免不了一轮清洗,人心 : 也散了。 apple买的那个cpu公司就是前车之鉴。让你cheap,人都跑了你抱着个ip有屁 : 用。 : 总之是不看好,intel这是给qualcomm,mediatek除去一个心头大患。
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T******T 发帖数: 3066 | 13 Wonder what's gonna happen to Atom product line ? |
c****s 发帖数: 2487 | 14 option one: 把atom集成到IFX现有的BB里一取代ARM
option two: 以atom为中央处理器(类似AAPL的P4),搭配IFX的BB。这种平台捆绑销
售INTL以前没少干过。
【在 T******T 的大作中提到】 : Wonder what's gonna happen to Atom product line ?
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o*******m 发帖数: 154 | 15 quite worry about power consumption of ATOM |
s********k 发帖数: 6180 | 16 突然想到一个问题,Intel能买下ARM吗?
【在 c****s 的大作中提到】 : option one: 把atom集成到IFX现有的BB里一取代ARM : option two: 以atom为中央处理器(类似AAPL的P4),搭配IFX的BB。这种平台捆绑销 : 售INTL以前没少干过。
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T******T 发帖数: 3066 | 17 They could...but then there was the rumor that Apple was thinking about
buying ARM, and that rumor quickly fizzled away......
【在 s********k 的大作中提到】 : 突然想到一个问题,Intel能买下ARM吗?
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c****s 发帖数: 2487 | 18 我觉得intel买ARM比apple买更可行
【在 T******T 的大作中提到】 : They could...but then there was the rumor that Apple was thinking about : buying ARM, and that rumor quickly fizzled away......
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s********k 发帖数: 6180 | 19 APPLE毕竟和Intel大不一样啊,它还是消费品电子为主,intel买ARM价值比APPLE大多了
,APPLE还没特别想好自己是不是要大规模进入芯片领域(前段时间分析APPLE该不该自
己建FAB)。intel买下ARM刚好和自己X86互补。比直接进入一线厮杀要强,也更稳妥吧
,难道是反垄断的原因?
【在 T******T 的大作中提到】 : They could...but then there was the rumor that Apple was thinking about : buying ARM, and that rumor quickly fizzled away......
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a********e 发帖数: 381 | 20
Intel 不玩ATOM转而去买ARM了吗?
我落伍了...
【在 s********k 的大作中提到】 : APPLE毕竟和Intel大不一样啊,它还是消费品电子为主,intel买ARM价值比APPLE大多了 : ,APPLE还没特别想好自己是不是要大规模进入芯片领域(前段时间分析APPLE该不该自 : 己建FAB)。intel买下ARM刚好和自己X86互补。比直接进入一线厮杀要强,也更稳妥吧 : ,难道是反垄断的原因?
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s**g 发帖数: 66 | 21 Intel has been trying to diversify their business over years.
As someone pointed out, what did they achieve beyond pc?
Intel bought Giga for cash 1.25B, so what? Shutdown later.
Intel bought Level One for 2.2B, so what? Later sold to Cortina for 115mil.
From business point, it's a total failure in optical comm. Now it's wireless.
Given INTC >40B revenue, BRCM 6B revenue, QCOM 11B revenue, I'm not sure
they are entering the right market. |
T******T 发帖数: 3066 | 22 刚瞄了一下,竟然看到三星 和 BRCM 都在竞标IFX wireless unit ? BRCM的baseband
division已经超大了啊?! 再扩就要裁人了。如果三星给买了,以后自给自足,那IC
供应商喝西北风? |
t*****l 发帖数: 2658 | 23 这可能是为啥展讯SPRD这两天狂飙的原因了
难道三星没自己的baseband?
baseband
IC
【在 T******T 的大作中提到】 : 刚瞄了一下,竟然看到三星 和 BRCM 都在竞标IFX wireless unit ? BRCM的baseband : division已经超大了啊?! 再扩就要裁人了。如果三星给买了,以后自给自足,那IC : 供应商喝西北风?
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T******T 发帖数: 3066 | 24 没有,不是他们VLSI不行,而是3G Stack System/Software 要投资太多,不如直接买。
Samsung LSI 比较火的就是 DDR&FLASH combo chip, APPs processor。 现在iphone
3G/3GS 都用三星的DDR/NAND + apps processor.
养个celluar baseband division 实在是太贵了,否则TI/IFX/NOKIA 不会一个接一个
推出
这个市场。
【在 t*****l 的大作中提到】 : 这可能是为啥展讯SPRD这两天狂飙的原因了 : 难道三星没自己的baseband? : : baseband : IC
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t*****l 发帖数: 2658 | 25 samsung最近的cell phone也很猛啊
北美市场上的galaxy来势凶猛,性能上和iphone4相比不遑多让
在中国市场上也迅速逼近nokia
3*的生意太大了,啥都做
买。
【在 T******T 的大作中提到】 : 没有,不是他们VLSI不行,而是3G Stack System/Software 要投资太多,不如直接买。 : Samsung LSI 比较火的就是 DDR&FLASH combo chip, APPs processor。 现在iphone : 3G/3GS 都用三星的DDR/NAND + apps processor. : 养个celluar baseband division 实在是太贵了,否则TI/IFX/NOKIA 不会一个接一个 : 推出 : 这个市场。
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j******g 发帖数: 1098 | 26 这个评论靠谱。
3G stack很难,IFX的stack software也是跟interdigital买的。
Samsung的AP跟闪存都很不错,棒子还是厉害的。
买。
【在 T******T 的大作中提到】 : 没有,不是他们VLSI不行,而是3G Stack System/Software 要投资太多,不如直接买。 : Samsung LSI 比较火的就是 DDR&FLASH combo chip, APPs processor。 现在iphone : 3G/3GS 都用三星的DDR/NAND + apps processor. : 养个celluar baseband division 实在是太贵了,否则TI/IFX/NOKIA 不会一个接一个 : 推出 : 这个市场。
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s*****e 发帖数: 602 | 27 quite a lot good information here, thanks :P |
s********k 发帖数: 6180 | 28 现在celluar baseband division规模大的除了qualcomm,BRCM,就算联发科了吧
买。
【在 T******T 的大作中提到】 : 没有,不是他们VLSI不行,而是3G Stack System/Software 要投资太多,不如直接买。 : Samsung LSI 比较火的就是 DDR&FLASH combo chip, APPs processor。 现在iphone : 3G/3GS 都用三星的DDR/NAND + apps processor. : 养个celluar baseband division 实在是太贵了,否则TI/IFX/NOKIA 不会一个接一个 : 推出 : 这个市场。
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