Embedded Systems Conference
Breaking News
Comments
eewiz
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
eewiz   2/5/2013 10:34:14 AM
NO RATINGS
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!

junko.yoshida
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
junko.yoshida   2/5/2013 1:15:47 PM
NO RATINGS
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.

anon3860072
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
anon3860072   2/6/2013 12:31:02 AM
NO RATINGS
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!

anon3860072
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
anon3860072   2/6/2013 12:39:01 AM
NO RATINGS
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.

de_la_rosa
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
de_la_rosa   2/5/2013 4:20:55 PM
NO RATINGS
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.

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

anon9303122
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
anon9303122   2/6/2013 4:18:20 PM
NO RATINGS
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.

chipchap42
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
chipchap42   2/6/2013 5:14:23 PM
NO RATINGS
Fascinating article Junko, thanks. Extraordinary how the ebb and flow of fortunes in this business has gone - who could have predicted this at the height of the Japan success in the 80s/90s? Is it too simplistic to ask whether education and the importance of innovation is at the heart of this? The Japanese were so good at improving what already existed but seem to struggle to take it further. Discuss...!

BobDJr
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
BobDJr   2/6/2013 7:13:57 PM
NO RATINGS
"I'm a little verklempt. Talk amongst yourselves. I'll give you a topic...."

yokoloco
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
yokoloco   2/6/2013 5:52:41 PM
NO RATINGS
Great article! There is another angle here. It's less about giving the semi operation a chance to "thrive" on its own. It's about saving the parent company! The difference in Japan is that none of the execs wants to be known as the person who killed semiconductors. It happens in two steps: spin out the operations, then in a couple of years it survives on its own or goes softly into the night - like elpida. Hitachi is far healthier without elpida and renesas. I agree that the most interesting thing is that Renesas is not involved. It could mean that they have found a buyer for Renesas Mobile who will also take the surplus SOC designers as well. Apple is in sore need of baseband technology to embed on their APs. Its either renesas mobile or st-ericcson

selinz
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
selinz   2/6/2013 9:15:34 PM
NO RATINGS
The biggest obstacle for a company to stay vertically integrated is separating out the various groups into separate profit/loss groups. For simple minded (i.e. short term) investors, this allows them to make short term decisions that are almost always tactical rather than strategic. A protectionist policy (whether it's government or a large company) will increase the liklihood of remaining vertically integrated.. The Japanese govt. is less likely to be focussing on the short term.

PHW_#1
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
PHW_#1   2/7/2013 4:06:32 AM
NO RATINGS
Everything comes in a big circle, it wants to be an IDM - NTTDocomo again. I am wondering how big NTT docomo's market outside Japan? Japan need to face the reality - world is not buying Japanese electronics for various reasons. NTT docomo will not make money if they need to support empty fabs and so much personnel. Just drag down another company if you can't face the reality.

jackOfManyTrades
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
jackOfManyTrades   2/7/2013 10:52:37 AM
NO RATINGS
Meanwhile everyone involved will be saying "ganbarimashou"...

rick merritt
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
rick merritt   2/7/2013 4:46:06 PM
NO RATINGS
I thought Handle Jones put his finger on a core issue this week at the Common Platform event in Silicon Valley when he said: Japan is hampered by its slow decision-making process. “They have not adapted to a very fast moving world,” he said. http://www.eetimes.com/electronics-news/4406401/Chip-market-to-contract-in-2013--says-analyst

rick merritt
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
rick merritt   2/7/2013 4:46:33 PM
NO RATINGS
Whoops that's "Handel"

de_la_rosa
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
de_la_rosa   2/8/2013 11:07:18 AM
NO RATINGS
I don't think that's the primary reason. 30 years ago, easy for Japanese to dissect a German camera or British TV and reproduce and improve on design for cheaper manufacturing. Not so easy these days with micro-scale integrated products. Can't dissect a Samsung TV or Apple Iphone so easily.

joshxdr
User Rank
Author
re: Yoshida in Japan: Fujitsu-Panasonic SoC JV deal makes no sense
joshxdr   2/8/2013 6:48:39 PM
NO RATINGS
Japanese electronics industry is too wedded to manufacturing. Japan focused on the science of manufacturing and were very successful. Unfortunately, there are diminishing returns to this strategy, especially when standards of living improve and costs rise. When it became clear that creative distruction was necessary for Japanese industry to survive, the Japanese business culture could not allow that to happen.



Radio
NEXT UPCOMING BROADCAST
In conjunction with unveiling of EE Times’ Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. One of Silicon Valley's great contributions to the world has been the demonstration of how the application of entrepreneurship and venture capital to electronics and semiconductor hardware can create wealth with developments in semiconductors, displays, design automation, MEMS and across the breadth of hardware developments. But in recent years concerns have been raised that traditional venture capital has turned its back on hardware-related startups in favor of software and Internet applications and services. Panelists from incubators join Peter Clarke in debate.
Flash Poll
Top Comments of the Week
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Special Video Section
The LT®3042 is a high performance low dropout linear ...
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...