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London Calling: Should Apple buy ST-E or Renesas Mobile?

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sranje
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re: London Calling: Should Apple buy ST-E or Renesas Mobile?
sranje   12/4/2012 3:21:04 AM
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Why - Qualcomm is the king of basebands...

Peter Clarke
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re: London Calling: Should Apple buy ST-E or Renesas Mobile?
Peter Clarke   12/4/2012 10:25:31 AM
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@Sranje That may be so, for now. But then you are only as good as the competition and paying somebody else for it. And will Qualcomm offer to license the IP to Apple for integration in an SoC for 2014?

GREAT-Terry
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re: London Calling: Should Apple buy ST-E or Renesas Mobile?
GREAT-Terry   12/4/2012 9:43:21 AM
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Maybe Apple has to seriously think about what to buy. WIth processor alone can't really beat Samsung well in the mobile market (not phone but the whole mobile computing). Buying baseband chip or special RF frontend are good direction. I'm not sure if it is really smart to buy either ST or Renesas but it seems there are really not many choices. Apple is losing quite much now so they really need to react much faster if they don't want to end up like Nokia.

sranje
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re: London Calling: Should Apple buy ST-E or Renesas Mobile?
sranje   12/4/2012 3:54:28 PM
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One of the reason for Samsung's very high growth rate is the conversion of their 100s of millions feature phones to smart phones. And guess who is among the biggest beneficiaries of that growth? Very soon Samsung will likely have predictable new headaches -- China's OEMs on global scene. "Universal" LTE capability is technologically quite complex and Qualcomm is probably generations ahead of its competitors... But certainly - one can speculate and hypothesize ... BTW, unfortunatelly this fetaure phone conversion is NOT the case for Nokia

ip2design
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re: London Calling: Should Apple buy ST-E or Renesas Mobile?
ip2design   12/5/2012 6:41:02 PM
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Don't forget that conversion from feature phone to smartphone is not only the fact of handset makers. When 3G/LTE coverage is not there or data subscription too expensive, feature phone stays the preferred choice.

Python
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re: London Calling: Should Apple buy ST-E or Renesas Mobile?
Python   12/6/2012 5:39:09 AM
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It would be very surprising that apple invest in a money loosing company. They are better with Qualcomm base bands.

Peter Clarke
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re: London Calling: Should Apple buy ST-E or Renesas Mobile?
Peter Clarke   12/6/2012 12:07:39 PM
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@Python I am not saying invest in, I am saying acquire, at least the modem capability. They can continue to use Qualcomm basebands until such times as they have a better baseband and/or see an over-riding benefit from integrating their own baseband with applications processor. The difference in graphics is that because Apple is dealing with an IP licensor it is already able to integrate graphics with CPU monolithically.

WW Thinker
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re: London Calling: Should Apple buy ST-E or Renesas Mobile?
WW Thinker   12/8/2012 4:41:54 PM
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There was an old saying "One will never be fired by buying mainframes from IBM". Using the same logic, this saying should be true: "Any Apple employee proposing the acquisition of Renesas Mobile should be sacked". In contrast, ST-E is a much more worthy buy.

FSL
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re: London Calling: Should Apple buy ST-E or Renesas Mobile?
FSL   12/9/2012 4:54:26 AM
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what about buying the Freescale semiconductor?

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