Just curious to know the objective that the TI management had in their mind for this acquisition. Is it because TI wanted to increase their market share and portfolio in the analog domain (I noticed, analog have been in TI's focus in the seminars since last couple of years)? Does TI plan to become analog giant?
I would say, is it not already an analog giant? With National on board, TI is approaching nearly double the market share as the next in line. Fragmented, as the analog market is, it still says a lot about the analog powerhouse TI has become.
@kinnar but I guess this merger will also create lot of redundant resources as well. Rumours were strong that some people were given pink slip in those companies because they had excess man power after the merger.
Well, I like products from both companies. I'm sorry to see National no longer an independent company, but quite possibly the effective increase in sales force will get more penetration for those products.
What were National's big earners? Obviously they have a big list of switchers, they bought Comlinear which got them some fast, premium analog for the comms markets, but what else?
I guess they were also living off some second-source licenses for cute analog by Widlar et al.?
I think this is a much eliminating a competitor as anything. I don't see anything terribly strategic in the National portfolio, just a good range of power management and good volume general analog. Pretty big on LVDS, LED drivers, etc. Oh, and some of the best web-tools which I have to admit has influenced lower volume designs on a few occasions ... yes lazy, but my time is not free and generally time to market far outweighs a few pennies.
Really not a lot of high performance analog players when it comes down to it, TI is huge(r) now, ADI, LT, Maxim (though at times I wonder), and Intersil(who) are the ones that always come to mind. Sure guys like ST do a huge number in commodity analog, but where the big dollars/margin is is in high performance analog.
Economies of scale on the manufacturing front cannot be discounted.