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Infineon increases sales, profits, outlook, capex

7/28/2010 11:29 AM EDT
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eewiz
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re: Infineon increases sales, profits, outlook, capex
eewiz   7/28/2010 8:12:54 PM
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"The strong growth was driven sequentially by Infineon's Wireless and Industrial & Multimarket (IMM) divisions" I am a bit confused; There were rumors about infineon planning to sell the wireless division to Intel similar to the Nokia-Renesas deal. And talks about infineon being a tier 2 wireless supplier. But based on the company statement wireless division performed well recently. So in that case why would they want to sell the business?

fabsurplus.com
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re: Infineon increases sales, profits, outlook, capex
fabsurplus.com   7/28/2010 4:37:55 PM
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It is encouraging to see capital equipment capex picking up in Europe as well as the USA. Infineon is an important partner for us and the rest of the semiconductor equipment supply infrastructure in Europe. Stephen Howe (owner) www.fabsurplus.com

alan.varghese
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re: Infineon increases sales, profits, outlook, capex
alan.varghese   7/28/2010 2:31:51 PM
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Infineon's Wireless segment was the key reason; this segment contributes about 29% of overall revenue, and had 30% growth from the prior quarter. The company has enjoyed the growth in mobile in the emerging regions and Ultra Low Cost handsets; with their strengths in both RF and Baseband, they were one of the first to offer high levels of RF-Baseband integration and meet the requirements of low BOM for ULC. And they've also enjoyed the uptick in the high-end due to high growth in smartphones; their chipset is the one used by Apple for the iPhone sold into AT&T. There is a grey cloud - Verizon has plans to offer the iPhone, and if so it may not be Infineon that benefits - it may be Qualcomm since theirs is the only chipset that can connect to Verizon's CDMA network. If that happens, the question becomes - will Apple have a dual chipset supplier strategy, or will they move completely over to Qualcomm - including for their AT&T solution? The decision is complex; you have to weigh single-source supply risks and loss in pricing leverage AGAINST lower design costs and engineering simplicity.

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