That's another strong call by Intel in regard to wireless business. With a strong IP in te LE area and the infenion business Intel can be very well ahead of other LTE base band providers. But I'm not sure where does the WiMax is really placed in couple of years. And LTE/WiMax supported baseband chips may not really be a great hit considering the obsolence of WiMax.
Peter, coming hot on the heels of Broadcom’s acquisition of Beceem this leaves other baseband start-ups Icera, Altair Semiconductor, Sequans and Wavesat as potential acquisition targets for established baseband / chipset vendors looking to expand into LTE.
Of these start-ups, Altair Semiconductor, which sampled its first LTE baseband in September ’09, appears to be in the lead with LTE basebands now reaching early production status.
Once the Infineon acquisition closes this also really starts to put Intel at the heart of LTE, as it also recently acquired WiMAX / LTE chipset start-up Comsys. In addition, Intel Capital has a 20 percent stake in Beceem, so we can only speculate that Intel decided that acquiring Comsys and Infineon would offer better synergies and returns on investment given that Intel already ships WiMAX chipsets into the embedded laptop market.
Isn't it nice to occasionaly be able to point to some work whichs says "We told you so" http://blogs.strategyanalytics.com/stp/?p=114.
VP Strategic Technologies
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