BRCM should be scared, they have forget about Samsung sockets. As Samsung is leading Smartphone and Tablets those sockets will be out range. Essentially 20 - 30% of the market or so. Also Samsung cousin SEMCO ( Samsung Electro Mechanical Company) is one of the largest Module maker for Wifi, GPS, and Bluetooth chipsets. As smart phone/tablet/ Laptop/ ultrabook vendors buy modules. Also QCA should be worried as well. unless they build Wifi/GPS/Bluetooth into Snapdragon App processor line up.
I certainly don't believe that anything McGregor said implied that Broadcom does not take Samsung seriously. Samsung is a serious Broadcom customer, for one thing.
He basically said he doesn't think that the technology acquired was going to be able to challenge Broadcom's products from a technical standpoint, particularly not in the near term. He also said that in electronics companies from time to time make acquisitions such as this to increase vertical integration but that, generally, it doesn't seem to work out that well. I think his argument is supported by the trends of the last 20 years.
A very sound suggestion to the CEO of Broadcom. Of course no one expects him to panic in the public. Yet, he has to be ready to innovations from Samsung which we expect in coming quarters after this acquisition.
It will very naive for Broadcom not to take Samsung very serious. This company has free cash and is noted to invest in any sector they want to rule. Broadcom must internally work hard if they want to say in business.
I appreciate the confidence levels of Broadcom CEO but Samsung will definitely have a better strategy in mind for such key acquisition. So in the long term Broadcom should watch out for any products from samsung acquired CSR group and be ready for the competition.
PS- From CSR's website, I would say the answer to your Bluetooth question is apparently yes. Excerpt below.
CSR is a leading provider of multi-function semiconductor platforms for the auto, camera, document imaging, low-energy connectivity, and wireless voice & music markets — as well as semiconductors for the handset and many other consumer electronics markets. Our core expertise is in the areas of audio, connectivity, location and imaging technologies and our technology portfolio includes: Bluetooth® and Bluetooth Smart; Global Navigation Satellite Systems (GNSS) and GPS location products; FM radio; Wi-Fi; Near-Field Communication (NFC); audio and associated codecs; and imaging and next-generation video processing technologies.
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