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Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense

Bold idea: Let NTT Docomo buy SoC JV
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selinz
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re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
selinz   2/6/2013 9:15:34 PM
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The biggest obstacle for a company to stay vertically integrated is separating out the various groups into separate profit/loss groups. For simple minded (i.e. short term) investors, this allows them to make short term decisions that are almost always tactical rather than strategic. A protectionist policy (whether it's government or a large company) will increase the liklihood of remaining vertically integrated.. The Japanese govt. is less likely to be focussing on the short term.

PHW_#1
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re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
PHW_#1   2/7/2013 4:06:32 AM
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Everything comes in a big circle, it wants to be an IDM - NTTDocomo again. I am wondering how big NTT docomo's market outside Japan? Japan need to face the reality - world is not buying Japanese electronics for various reasons. NTT docomo will not make money if they need to support empty fabs and so much personnel. Just drag down another company if you can't face the reality.

jackOfManyTrades
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re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
jackOfManyTrades   2/7/2013 10:52:37 AM
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Meanwhile everyone involved will be saying "ganbarimashou"...

rick merritt
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re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
rick merritt   2/7/2013 4:46:06 PM
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I thought Handle Jones put his finger on a core issue this week at the Common Platform event in Silicon Valley when he said: Japan is hampered by its slow decision-making process. “They have not adapted to a very fast moving world,” he said. http://www.eetimes.com/electronics-news/4406401/Chip-market-to-contract-in-2013--says-analyst

rick merritt
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re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
rick merritt   2/7/2013 4:46:33 PM
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Whoops that's "Handel"

de_la_rosa
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re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
de_la_rosa   2/8/2013 11:07:18 AM
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I don't think that's the primary reason. 30 years ago, easy for Japanese to dissect a German camera or British TV and reproduce and improve on design for cheaper manufacturing. Not so easy these days with micro-scale integrated products. Can't dissect a Samsung TV or Apple Iphone so easily.

joshxdr
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re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
joshxdr   2/8/2013 6:48:39 PM
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Japanese electronics industry is too wedded to manufacturing. Japan focused on the science of manufacturing and were very successful. Unfortunately, there are diminishing returns to this strategy, especially when standards of living improve and costs rise. When it became clear that creative distruction was necessary for Japanese industry to survive, the Japanese business culture could not allow that to happen.

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