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anon9303122
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re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
anon9303122   2/6/2013 4:18:20 PM
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Doesn't a merger give them the opportunity to reduce the collective corporate overhead? i.e. now there is one expensive CEO instead of two, etc.

WW Thinker
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re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
WW Thinker   2/6/2013 12:39:01 AM
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The main reason why the Japanese semiconductors are where they are now is: they have been too comfy in their own environments for too long! Japan was used to be strong, if not the strongest in semiconductors, CE, computing, mobile communications many many years ago. With many of the Japan-OEM/ODM products being relegated to also-run, these Japanese semiconductor companies no longer have a secured profit base to work up. Worst still, these Japanese semiconductor companies never know how to compete in the bloody world market. A comfy home is going to accelerate their eventual demise or irrelevance.

WW Thinker
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re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
WW Thinker   2/6/2013 12:31:02 AM
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No, your idea doesn't make sense! If NTT Docomo and Toyota become vertically integrated, given the history and the strong bureaucracy in the modern Japanese culture, the semiconductor divisions are going to become increasingly bloated. Instead of too many cooks, you are going to see many lazy cooks and workers! With the rich parents, the sons & daughters likely do not drive hard from inside!

krisi
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CEO
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
krisi   2/5/2013 7:04:41 PM
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sounds Japan Inc. needs a bold new plan to do something differently

de_la_rosa
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re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
de_la_rosa   2/5/2013 4:20:55 PM
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Individually they seem too weak to challenge big players in the global market. Suffering typical theme across Japan; that it has the technology but cannot provide it as cheap. Similar situation to Great Britain in the 20th Century, whereby Japan copied it's inventions and reproduced it cheaper.

junko.yoshida
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re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
junko.yoshida   2/5/2013 1:15:47 PM
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eewiz, I know what you are saying. But here’s the reality. The mergers and acquisitions among Japanese chip companies in recent years have been engineered by Japanese bureaucrats and executives. They have been successfully pressured by *BIG* and powerful Japanese customers to restructure the Japanese semiconductor industry, in the name of saving Japan’s national interest (read: their industries – such as auto industry or telecommunication industry – in Japan). But in truth, what they are looking for is a way to beat down the prices of chips supplied by the Japanese chip vendors. All I am saying is that if that’s their goal, let them pay for a JV and own it. Have them run it as their own chip division. Too many cooks – including bureaucrats, banks and customers – in a kitchen (at a JV) are ruining Japanese chip companies already merged.

eewiz
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CEO
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
eewiz   2/5/2013 10:34:14 AM
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In my opinion, acquisition of Panasonic-Fujitsu JV by NTT or Renesas acquisition by Toyota/Denso , for the reason of keeping supply chain alive, doesnt make any sense at all. They should find alternate suppliers. I mean for the same reason, Panasonic and Fujitsu could have kept their semi divisions instead of divesting!

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