Breaking News
Blog

FujiPanaRene: clinging to the wreckage

Clinging to the wreckage
NO RATINGS
< Previous Page 2 / 2
View Comments: Newest First | Oldest First | Threaded View
Page 1 / 2   >   >>
krisi
User Rank
CEO
re: FujiPanaRene: clinging to the wreckage
krisi   2/12/2012 4:18:51 PM
NO RATINGS
The plan is risky but they clearly have to try something. Aligning with Abu Dhabi makes sense for me. Part of the problem is that companies in Japan are too much inward looking, they have to become truly international...Kris

jaybus0
User Rank
CEO
re: FujiPanaRene: clinging to the wreckage
jaybus0   2/11/2012 1:09:27 PM
NO RATINGS
Which makes sense for Apple. Vertical integration, it seems, really only makes sense for a company that fills a particular niche, like for example Linear.

WW Thinker
User Rank
Rookie
re: FujiPanaRene: clinging to the wreckage
WW Thinker   2/10/2012 9:02:18 PM
NO RATINGS
I agree to the opinion that Sony had the wrong CEO of the last few years, in particular the latter years. Without the deep understandings of technologies like you and me, Sony failed to rally its troups together to offer "connected" products which can break most consumers' (except us) imagination. But, I believe that outsource is one of tools that can help Sony, and everyone else, to achieve prosperity. It should be a matter of how and when and to what extent. By and large, Japan has a reasonable size of population. Its domestic economy may be able to sustain Sony alike. With the aging population and less-than-ideal birth rate, Japanese companies like Sony and Renesas have to reach out of Japan. One thing working in their favour is "IP". Though US and Europe was used to accuse Japanese stealing IPs many years ago, they have gradually produced their own IPs over the years. For Renesas and other Japanese semiconductor companies to save themselves, they must take a step back, lay down a sure-win strategies as the core without fooling themselves, then they must execute ruthlessly for the next few years. To out-run the competition is a more sure bet than to wait for the competition to slow down or be hit by disasters. The aging leaders must be replaced by those who are willing to sacrifice themselves in terms of time and moeny, yet new thinkings must be injected from outside of Japan. I am sure that there are both good guns to be hired, or there are people who are willing to take challenges. If Japanese semiconductor companies keep on doing what they did in the past 30 years, keep treating non-Japaneses as outsiders, the end will only be a matter of time, a short one.

DMcCunney
User Rank
CEO
re: FujiPanaRene: clinging to the wreckage
DMcCunney   2/10/2012 8:23:00 PM
NO RATINGS
Since when is Apple vertically integrated? What products do they manufacture in-house as opposed to contracting out production? What components do they design, as opposed to buying off the shelf products? All the tear-downs of Apple gear I recall seeing currently have off the shelf ICs, and manufacture is contracted out. Apple designs the complete systems using those parts, but that's not vertical integration.

Steve Szirom (InsideChips)
User Rank
Rookie
re: FujiPanaRene: clinging to the wreckage
Steve Szirom (InsideChips)   2/9/2012 4:16:31 PM
NO RATINGS
Intellectually and strategically, it makes sense for Japan to combine Renessas, Panasonic and Fujitsu chip manufacturing into one entity. After all, it is difficult for individual companies (except Intel) to keep up with fab innovations due to costs. Organizationally, it seems it will be difficult...perhaps that is why they brought in Global Foundries into the deal. At best, it will take time to merge these manufacturing units effectively. I think this will make Japan IC chips more of a captive market within its own systems divisions. Steve Szirom, InsideChips.com

chipmonk0
User Rank
CEO
re: FujiPanaRene: clinging to the wreckage
chipmonk0   2/8/2012 6:41:36 PM
NO RATINGS
The Japanese are getting old and comfortable but mega catastrophe like last years Tsunami still brings out the old Bushido spirit. Just look at how after some initial fumbling they have undertaken a massive clean up & rebuilding that would have daunted any other "mature/western" societies. They can do the same for semiconductor as well and triumph over the combination of US Fabless wonders - TSMC / Samsung. With whatever system / OEM business Japan has left they can afford at least 2 state of the art 28 nm 300/450 mm Fabs / Foundries and keep them loaded. What Japan cannot afford anymore is to repeat disastrous decisions like Sony's over the last few years - when led by a typically work - averse Anglo - Irish CEO they outsourced the manufacture of even LCD TVs etc. to Samsung and gave away IP to boot. Sony has finally realized the folly of appointing Anglophones at the top in the hope that their growing PR / cultural dominance in N. America, rather than any tech. / mgmt. cred will win market share. Sony has at last replaced this dude with a true - blue Nihon-jin who developed games. Japan has double the population of Germany so cannot follow the strategy of the latter of exporting just BMWs and machine tools. Japan has to continue exporting mid-range consumer products as well. So Japan can ill afford to abdicate the cost-driven but still enormous US consumer electronics / auto market to the So. Koreans as even low margins generate huge profit which is then inevitably recycled into new technologies that ultimately drive established but smaller competitors out of the market.

resistion
User Rank
Manager
re: FujiPanaRene: clinging to the wreckage
resistion   2/8/2012 1:38:57 PM
NO RATINGS
Some plan.

abrokalakis
User Rank
Rookie
re: FujiPanaRene: clinging to the wreckage
abrokalakis   2/8/2012 12:45:16 PM
NO RATINGS
So Renesas is NEC+Hitachi+Mitsubishi. Panasonic is well Panasonic and Fujitsu is Fujitsu. Together all these have quite a lucrative business and I think that they can harvest the profits of having an integrated manufacturing (such as those enjoyed by Samsung and to a certain degree Intel). In the end, changing fabs is not an easy task and if the tsunami and the floods in Thai and the rest of the recent physical (or not physical) disasters is proving it is bad business to rely on a single source. So, if all those companies with their high volumes go to TSMC, it is bad. Samsung is not an option as it is a direct competitor and well I'm not convinced that GlobalFoundries has the capacity to serve all those big players.

Peter Clarke
User Rank
Blogger
re: FujiPanaRene: clinging to the wreckage
Peter Clarke   2/8/2012 11:38:35 AM
NO RATINGS
I understand that plan is for the FujiPanaRene manufacturing operation to buy Elpida's Hiroshima wafer fab. Which would leave Elpida as a fabless memory company that obtains chips from a suppliers in Taiwan.

Peter Clarke
User Rank
Blogger
re: FujiPanaRene: clinging to the wreckage
Peter Clarke   2/8/2012 11:32:36 AM
NO RATINGS
I agree that vertical integration still exists at Samsung and Toshiba, but not really at Apple. I don't see Apple paying R&D for process technology or enormous capex to build and equip a wafer fab. But Samsung is big enough to create "its own weather" around its vertical integration, but it still may put others off when it comes to using Samsung as a foundry. Toshiba may not be big enough to create its own weather, but remains a significant chip maker. But one that is feeling the pressure.

Page 1 / 2   >   >>
More Blogs
The economists got it wrong when they though productivity gains would lead to shorter workweeks.
Samsung is building a 10-story complex in the heart of Silicon Valley that will be home for some of its memory and display researchers and a whole lot of ecosystem efforts.
As Moore’s Law reverses beyond 28nm, consider network-on-chip (NoC). While more and more content in SoC designs is coming from third-party IP providers, interconnect-fabric is one area that is still in transition.
Test your knowledge of that ratio of two powers and the ins and outs of S parameters.
At Black Hat, researchers will point out the weaknesses in everything from the satellites in outer space to the thermostat in your home.
Flash Poll
Radio
LATEST ARCHIVED BROADCAST
Join our online Radio Show on Friday 11th July starting at 2:00pm Eastern, when EETimes editor of all things fun and interesting, Max Maxfield, and embedded systems expert, Jack Ganssle, will debate as to just what is, and is not, and embedded system.
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Times on Twitter
EE Times Twitter Feed
Top Comments of the Week