I think companies like Quallcom, Samsung and Nvidia have broadly captured the processor market for mobile phones and tablets. It could e a touch ride for ST to come back in this area. But their analog business is definitely on a positive growth.
Yes you can argue that most of ST's problems stem from a past over-reliance on Nokia. As Nokia's fortunes have tumbled so have ST's.
But there are still question marks about the fab-lite strategy. And whether ST should still be trying to be a broad supplier.
It is noticable that NXP and Infineon have downsized considerably and seem to be doing the better for it.
Can ST-Ericsson compete with Qualcomm, Intel, Samsung without a significant boost from someone?
I believe ST has what it takes to make successful Mobile SoCs with their advanced power management techniques and modem IPs. What is missing is a long term partnership with a "successful" cellphone maker.
Bozotti might have a dream, but many dreams are not relating to reality that well...we have two horses: more than Moore (their analog and MEMs biz) and more Moore (their digital biz including Ericsson venture)...riding both is tough abd very few companies can pull that off, most just ride one...Kris
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