You forgot QCOM. They have a sarong hold on the hi end market. And they are moving aggressively with many designs at the same time to take over the low end market. This will hurt Nvidia and MediaTek.
I don't think ST-Ericsson could match the workforce and resources that QCOM is putting on their developments effort. ST or Ericsson solution will be history very soon unless they find a customer for their solution ...
How is smartphone SoCs a "booming an profitable" market? It is being commoditized and margins is brutally pushed down.
TI has exited, so has Freescale. Marvell is fighting for a hold after loosing RIM. The two largest customers, Apples and Samsung do inhouse designs. At the same time it is beeing attacked from the low end by China players like MediaTek etc.
What a bunch of numpties! How on EARTH could ST-Ericsson fail?? All I can say is that there must be some severe incompetence at the top.
They are in a booming and profitable market. They have everything needed to make excellent products. Sure, they have been unlucky with the lunacy of Nokia and move towards the Samsung/Apple duopoly, but all that is starting to come to and end and competition is returning between mobile phone manufacturers (hence benefiting the horizontal integration business within which ST-Ericsson was involved). If anything, surely now would have been the ideal time to invest in ST-Ericsson instead of collapsing it! Seems to me very short-sighted and perhaps also a symptom of the yearly cycle of the bean-counters, something which I don't think should apply to industries such as semiconductors where it takes more than a year for investment dividends to pay off.
Instead, what we are left with is the complete decimation of European semiconductors, with what should have been the most profitable divisions of ST, Ericsson and Philips/NXP (amongst several other acquisitions) wiped out in one swoop!
While the products as they are go to STMicroelectronics, the LTE modem baseband technology is returning to Ericsson.
I think Ericsson would be in the market to sell it on or invent a licensing business.
Apparently Samsung passed on taking over ST-Ericsson as it was. What about after the split?
App processors are a dime a dozen but proven LTE basbands are pretty rare.. There is at least one company with deep pockets who might need one...
How locked in would ST-Es designs be to STs fab processes?
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