3G / 4G baseband markets are hot. I though renesas has a real shot at being #2 to Qualcomm. Anyone have any insight why it is so hard to compete Qualcomm
Two reasons; wireless IP and QCOM excellence in engineering. The ability QCOM has to introduce new chipset in an annual basis is comparable to a great Tour de France team keeping a fast pace that few if any team can match. The investment required to keep pace with QCOM also requires to have significant market share (30%?). A very difficult task indeed.
The proposals to save a big name in the industry by the Japanese government seems to be great. Now leaders from ten various companies are joining and they will definitely able to steer Rensas in the appropriate path to provide a good service to their customers and to the investors and in turn to the Rensas family of people.
I am not sure if the remaining Renesas can survive in ten years. I predict that the saved Renesas will decline in the worldwide semiconductor chart at least by 1 position every year, starting from CY2013. This is pathetic, throwing good money at bad management and ethics.
Japan need to save itself!
To save Renesas, the system LSI is to break out to join another 2 lossing entities - Fujitsu and Panasonic. So years down the road, someone will has to save this poor chap that was abandoned by their parents again (just like Renesas which was broken out by the NEC, Hitachi & Mitsubishi).
anyway I will like to what will be the strategy of a pure MCU company in this competitive market.
Perhaps, in near future, every Japan semiconductor will finally be integrated by INCJ to form a single entity?
I take it that NO one in Japan is bold enough to say "Let Renesas go bankrupt!" and then run for elections!
That pun aside, there may be a Obama-esque approach to saving Renesas, perhaps time will tell.
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