Industrial Control DesignLine Blog
and Renesas are merging, TI has acquired Luminary Micro, and Microchip
almost purchased Atmel. Is more consolidation coming in the
microcontroller area? It would be hard to believe that this
recession will not provide buying opportunities for the cash rich
companies, or mergers of convenience will be sought as world-wide sales
the MCU market is unique in that there are many different application
areas that all need some sort of microcontroller device. And
because many of these applications are power and price sensitive, the
system developers will only want what peripherals and memory they
really need-- there will still be offerings with different features from many companies.
So there is a chance
that more consolidation will happen, but it will probably not
come down to just two companies providing devices as we see in the
desktop PC processor market (Intel and AMD). The
applications are just too varied.
For reference, here is a list
of companies that currently provide microcontrollers whether they are
referred to as MCUs, System on Chips (SoCs), or digital signal
controllers (DSCs). It's still a very long list of large and
small vendors. Will this many companies survive?
We'll have to wait and see.
Please let me know if I've left anyone off this
list (I'm sure I have), or you have some other thoughts on the current
- Texas Instruments
- ST Microelectronics
- Analog Devices Inc.
- Luminary Micro
- Silicon Labs
- Energy Micro
- Holtek Semiconductor
- Innovasic Semiconductor