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Japan Inc. faces choppy seas

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timemerchant
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re: Japan Inc. faces choppy seas
timemerchant   2/12/2012 10:01:39 AM
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I think Fujitsu make FPGAs for Lattice Semi. Take a printer apart and look at the chips inside. I took a Canon and Epson printer apart as they cost the same as ink (included ink), and I wanted to make some art statements. To go to Avnet for chips as a printer or camera manufacturer means you had no input into the SoC, which is unlikely to work in those highly competitive markets. Any US camera or printer manufacturers (or large TV manufacturers or any commodity electronics?). There is still a very big captive Japanese market, but the next battle could be battery/hybrid vehicles and Japan is unlikely to buy batteries from the USA when they have suck big players in that market. Might as well round them out with power electronics and SoCs as well as there seems to be some margin there. Avnet's shareholders would want to make more than they would allow the Japanese OEMs to make, so no need for greedy middlemen. As for a range of chips, look at TI and Freescale for divergent devices even with an ARM core.

tb1
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re: Japan Inc. faces choppy seas
tb1   2/13/2012 8:23:15 PM
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"There is still a very big captive Japanese market, but the next battle could be battery/hybrid vehicles and Japan is unlikely to buy batteries from the USA when they have such big players in that market." Interesting because I think Toyota is buying their batteries from Tesla for their upcoming plug-in hybrid Prius and all-electric Rav4. Japan and China build laptop batteries, and Tesla connects them up in a way that can be used in a car. In any case, with each generation of IC, fabs become more and more expensive to build--billions of dollars. It is difficult to do the design and fab in one company because there are few designs that will have enough volumes to pay for the fab (Intel with its processors being the one exception). You can try to achieve this by combining companies, but it can be difficult to get the balance right. So maybe they are taking the right approach.

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