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MVGanesan
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re: ST to exit ST-Ericsson in 2013
MVGanesan   12/10/2012 11:01:34 AM
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Since 2007 , STM to improve margins exited memory products formed Numonyx .Yet today in 2012 STM faced with same margin improvement issues...Many strategic decisions have failed for STM inthe last few years to name Genesis acquisition , ST-Ericsson JV ,etc

FraAmelia
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re: ST to exit ST-Ericsson in 2013
FraAmelia   12/10/2012 12:57:25 PM
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I had the possibility to attend several speeches of Mr Pasquale Pistorio when he was CEO of ST and for sure he was a CEO with a vision. Said that he decided his successor in the person of Mr Bozzotti. It will be interesting to interview Mr Pistorio on his dolphin vision or lack of vision....

ak-eleon
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Rookie
re: ST to exit ST-Ericsson in 2013
ak-eleon   12/10/2012 2:20:32 PM
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When its said that STM soon can be global leader in number of application I think its just word of mouth from their CEO. Sure one area STM is in very sensation and popular situation right now is their MEMS and sensor business, but other like application like car infotainment, gaming devices,set top box chip-set or DSP will not become leader although in time to come. If we go inside many application today like smartphone, tablet, GPS, set top box and etc, there are few STM made chips in it. The likes of Atmel, NXP, TI, Marvell and Qualcomm if oftenly found. Like Micro-controllers how STM want to beat the likes of Renesas, Freescale, Microchip Tech., or TI that is more innovative products.In car infotainment chips from Freescale, NXP, TI and emergence vendor like Nvidia is popular and hard to beat. That's all.

krisi
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CEO
re: ST to exit ST-Ericsson in 2013
krisi   12/10/2012 5:12:03 PM
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Finally exiting!...

help.fulguy
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Manager
re: ST to exit ST-Ericsson in 2013
help.fulguy   12/10/2012 8:21:44 PM
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Another one bites the dust....More proof that ARM is bad news for everyone. ARM brings nothing but commoditization. Nobody wins in the commodity market. We went thru TI, Freescale, STE. Next one is Marvell, then Broadcom. Send ARM back to UK.

sranje
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Manager
re: ST to exit ST-Ericsson in 2013
sranje   12/10/2012 10:08:07 PM
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hmm - Apple and Qualcomm have ARM's architectural license and can fine tune ARM's cores (Krait cores at Qualcomm) for their applications...

help.fulguy
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Manager
re: ST to exit ST-Ericsson in 2013
help.fulguy   12/11/2012 8:03:52 PM
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sranje...apple exists not because of ARM, but because of their OS and SW. For QCOM its all about the modem licensing. Other than these 2, who are making money not because of ARM, tell me who else is?

rick merritt
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Author
re: ST to exit ST-Ericsson in 2013
rick merritt   12/11/2012 9:50:14 PM
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Increasingly people say there is little advantage in the heavy lifting of designing a custom core because ARM is coming out with solid cores every year. It may be true that ARM hollows out tech innovation at SoC players with key cpu and gpu cores just as Intel did to PC makers by owning the high value ingredient.

Kresearch
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re: ST to exit ST-Ericsson in 2013
Kresearch   12/10/2012 10:51:20 PM
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It looks like the General loosing his ground gradually without offensive tactics.

Python0
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re: ST to exit ST-Ericsson in 2013
Python0   12/11/2012 5:46:07 AM
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Bravo. It ends the show. ST has not brought any value to the wireless market. Let see how long Ericsson will resist against the Qualcomm and asiatic warriors.

Archeologist
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Rookie
re: ST to exit ST-Ericsson in 2013
Archeologist   12/11/2012 4:14:32 PM
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Things can cahnge between now and the the end of next year whent the exit will supposedly happen. FDSOI may be a game changer for both STE and ST

rick merritt
User Rank
Author
re: ST to exit ST-Ericsson in 2013
rick merritt   12/11/2012 9:51:57 PM
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I'm not sure why STE lost the mobile apps battle, but without a strong position there or in cloud, STM will have a challenge remaining viable as a broad semi player in this mobile/cloud era.



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