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ST's conundrum: Break up or tweak?

Bolaji Ojo
11/29/2012 05:50 PM EST

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Python0
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re: ST's conundrum: Break up or tweak?
Python0   11/29/2012 7:38:50 PM
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ST-Ericsson cannot survive against Qualcomm (high end) and Mediatek (low end). They should stop but splitting analog and digital units will not help. Their advantages in the sensor area will decrease as many other suppliers are active in this market.

WW Thinker
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re: ST's conundrum: Break up or tweak?
WW Thinker   11/30/2012 1:08:39 AM
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ST-E has much better fundamental core strength than the laughing stock like Renesas Mobile. For this to survive and to prove its might, persistent investment are needed. STM doesn't seem to have the cash. The investment community in Europe has unfortunately been following their greedy counterparts from Wall Streets and is unlikely to put up with the investment. So, the best course is to find a good home for the STE. STM should look east for the takers - Korea or China!

SylvieBarak
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re: ST's conundrum: Break up or tweak?
SylvieBarak   11/30/2012 2:00:45 AM
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If at first you don't succeed, try, try again. I don't see why ST can't keep tweaking the business model until they get it right.

WW Thinker
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re: ST's conundrum: Break up or tweak?
WW Thinker   11/30/2012 3:40:40 AM
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If the greedy Wall Street analysts and the fat cats from the big banks are willing to follow your suggestion of "try, try again" to give ST time and money, I'll buy you a ticket from anywhere in the world to Switzerland and pay you for a 5-day decent hotel accommodation.

GeeKv2
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re: ST's conundrum: Break up or tweak?
GeeKv2   11/30/2012 3:21:02 PM
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Very arrogant of you to say that Renesas Mobile is a laughing stock, especially when you compare it with ST-E. Sorry to say this, but you know too little about the modem industry.

Murat Terzi
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re: ST's conundrum: Break up or tweak?
Murat Terzi   11/30/2012 4:51:55 PM
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STM32f4 discovery is the best arm processor available in the world produced by St; But there is insufficient support on all over product portfolia of ST. if you have not a beginner side of view you generally loss...

minimal.ath
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re: ST's conundrum: Break up or tweak?
minimal.ath   12/1/2012 9:46:19 AM
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Because tweaking a business model (especially by selling/dumping pieces of the company) is not like tweaking hairdos. This strategy isn't suitable even for a startup.

GREAT-Terry
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re: ST's conundrum: Break up or tweak?
GREAT-Terry   12/1/2012 4:18:03 PM
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I think throwing away some business units that are competitive anymore should be very natural for large companies like STM. I think keeping the MCU , MEMS and analog segments are good but STM really should think about other digital functionalities.

help.fulguy
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re: ST's conundrum: Break up or tweak?
help.fulguy   12/1/2012 6:14:19 PM
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Most of the ARM Players are doomed. Look at TI, Freescale, Marvell. ST is not a different story either. When things become commodity, companies involved lose big time. They are all peddling commodity products with MeToo features. They will all get burnt

WW Thinker
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re: ST's conundrum: Break up or tweak?
WW Thinker   12/2/2012 3:34:25 PM
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ST-E has,over the years, absorbed EMP (Ericsson Mobile Platform), Philips Semiconductor's cellular modem group. Further, STM was a reasonably contender for cellular modem ICs before ST-E was formed. There were trade articles claiming that STM also absorbed some modem related groups from Nokia. In contrast, Renesas Mobile's core was the former cellular modem groups from Mitsubishi, NEC, Hitachi Semiconductors (more dominated by Mitsubishi). It acquired the over-1000 people team from Nokia when it became a financial and operational burden for Nokia. Considering the contribution of Japanese semiconductors in cellular modems since GPRS and CDMA2000, it is only logical to rate ST-E way above Renesas Mobile. "Laughing Stock" refers to the fact that Renesas Mobile is loosing good money due to bad management since it was formed.

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