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Renesas president won't quit, lays out priorities

8/29/2012 10:43 PM EDT
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bgsf188
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re: Renesas president won't quit, lays out priorities
bgsf188   2/19/2013 11:57:16 PM
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hey, is renesas still there ? It is sad, I dealt with them so many times and they had a great sense of pride. It was misplaced perhaps, but living in japan in the mid nineties we saw that everywhere!

mmmmh
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re: Renesas president won't quit, lays out priorities
mmmmh   9/4/2012 10:45:08 AM
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Just a remind to KKR and KKR's investors, following company is also grabbing intelligent asset from NXP semiconductor. http://www.anvil-semi.co.uk/

mmmmh
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re: Renesas president won't quit, lays out priorities
mmmmh   9/4/2012 8:42:18 AM
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Renesas had already been merged with NXP, hadn't it? Please take a look at following spice models on their website, as provided with their power products customer respectively. Renesas http://am.renesas.com/media/products/discrete/pmosfet/simulation/rqj/rqj0303pgdqa.txt NXP http://www.nxp.com/documents/S-parameter/PMV31XN_29_03_2012.lib Purely identical!

PeterTan95
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re: Renesas president won't quit, lays out priorities
PeterTan95   9/3/2012 5:22:09 AM
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i agree with you on the smart society. SuperH wont be able to compete with parts from TI, freescale. For automotive MCU, in the engine controller there is unique need. For Car radio/entertainment part, other than being automotive qualified, i think there is no much difference from consumer part.

kfishy0
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re: Renesas president won't quit, lays out priorities
kfishy0   9/2/2012 4:44:13 AM
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It's funny that Mr. Akao mentioned the MCU business as the focus onwards, because Renesas has always seemed very schizophrenic w.r.t. the multiplicity of architectures it has to support. A big mistake, I think, is Renesas' failure to present a coherent upgrade path from legacy architectures to the newer ones (i.e. RX, RL78). And if Renesas really wants to drive home the low-power, deeply embedded "smart society" concept, it should cut the cords to "performance" families like SuperH, still with 4.5V (!) processors under development. Granted, the automotive MCU market has unique needs, but geez, 42mA during sleep @ 80MHz would make even TI's C2000 blush.

PeterTan95
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re: Renesas president won't quit, lays out priorities
PeterTan95   9/1/2012 6:05:27 AM
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i have used renesas chip for 6 years and another 6 years kicking them out in designs. I will tell you why renesas can become the number 1 mcu vendor. Because they sell at a loss.. when TI are selling their omap at 20-30 dollar. similar chip are being sold by renesas at 6-10 dollar (similar is a bit difficult to say as we cant compare line by line the datasheet)...they would sell a chip at more than half the price originally they quoted if some other vendor gives a lower price. They win the market by aggressive pricing.. not sure if they can really profit from this.

junko.yoshida
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re: Renesas president won't quit, lays out priorities
junko.yoshida   8/31/2012 1:00:08 PM
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casual3, a very insightful analysis here. I agree. I find your second point especially interesting..."agreesive design and higher productivity" would still allow Qualcomm and Broadcom to reap huge reap. Why do you think Japanese semi vendors have the worst cost structure?

junko.yoshida
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re: Renesas president won't quit, lays out priorities
junko.yoshida   8/31/2012 12:55:16 PM
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Thanks, daleste. Yes, the MCU business is a promising one, but as you say, it is not easy if you want to go beyond selling it to the usual suspects. Akao-san also stressed the importance of the company's analog and powersemiconductor business. But Renesas isn't as well know as for that segment, when compared with others in the global market.

casual3
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re: Renesas president won't quit, lays out priorities
casual3   8/31/2012 10:53:54 AM
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All of Akao's priorities are good moves: dump merchant SoC business, fab-lite, focus on MCU. Problem is: those are reactive instead of pre-emptive moves.The wild card is the "smart society", but that one is too broad to quantify, need more concrete execution plan. Japanese semiconductor companies are suffering because of 2 things: 1. demand side: Japan's economy is in a doldrum and Japanese CE companies are collapsing (used to be their biggest customers) 2. supply side: semiconductor industry as a whole is becoming commodity (will soon compete mostly on cost), and Japanese semi vendors have the worst cost structure, both in terms of gross margin and net margin. For gross margin, their designs are the most conservative, leading to larger dies and more power and larger packages and therefore cost more. For net margin, their R&D cost is much higher than their US counterparts because of the cultural differences (though both have high human cost), which leads to lower productivity than the US. Therefore, the US companies like Qualcomm and Broadcom can still reap huge profits (by aggressive design and higher productivity), even if their cost structure is higher than the asian fabless firms, while the Japanese is in the red. Unless the above fundamentals can be changed, nothing could save Akao-san and Renesas.

daleste
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re: Renesas president won't quit, lays out priorities
daleste   8/31/2012 3:59:41 AM
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Interesting position that Renesas is in. I hope they will be able to come out of it and keep running. The MCU business can be profitable, but it isn't easy. (I like the new picture, Junko)

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