Motorola is spending $193 million to acquire TTPcom. How does this effect Moto's competitors?
An interesting bit of news crossed the wire this morning: Motorola is spending $193 million to acquire TTPcom. To the common end user, this probably doesn't mean much. But if you're a handset OEM (whose name isn't Motorola), this could be a huge story.
TTPcom supplies some of the underlying software that sits it many handsets. Does this mean that they'll now become an exclusive supplier to Motorola? The guess here is yes, but not for a while.
This reminds me of when Motorola purchased Metrowerks, a tool vendor that supplied the tools to program Motorola's microprocessors. Metrowerks also supplied the tools to program competitors' processors, and vowed to continue down that path, working autonomously from the Motorola mother ship (since spun off to Freescale Semiconductor). That worked okay for a while, but eventually Metrowerks become a sole supplier to Motorola.
I have a feeling that TTPcom will follow a similar path. If you're a handset OEM, particularly one that employs TTPcom software should you be concerned?