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Yoshida in China: How ST and Renesas blew it on mobile

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re: Yoshida in China: How ST and Renesas blew it on mobile
anon6223816   3/22/2013 10:01:18 PM
After the leading edge of a technology (e.g., smart phones) passes, volume and revenues favor companies good at manufacturing or who have a few very-high-volume products. But a new wave of technology will favor companies that are good at engineering the new products -- at least for a while, until that edge passes. Companies good at both, like Intel and Samsung, are more likely to do well in both parts of the cycle than companies that are not as deep technically. So what's after smart phones? Wish I knew, but I would look at companies with deep technical benches to do better then, if they survive that long!

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