IMO Sony/Motorola/HTC all have better products than Samsung/Apple. These companies will surely need a strong competitor to Qualcomm? It seems that the CEOs of both ST and TI (also exiting mobile for the same flawed reasons) don't have the balls to complete where the market is actually in their favour!
Ericsson has the crown jewels of a complete modem stack, and it would be absolute madness for the Ericsson modems not to be partnered with a decent application processor! I wish companies who used to have balls, such as TI or Freescale or NXP etc., could grow a pair and now partner with Ericsson!
It seems rather short-sighted to me to say that the future market is moving towards vertical integration. This may be true with the current Samsung/Apple duopoly, but I see this as something that is coming to an end as there are many many competitive devices form other Android manufacturers. I predict that, in a year or two, the increased competition within the Android market will increase the demand for horizontal integration. Since there is now reduced competition in the horizontally integrated SoC market the main benefactors here will end up being Qualcomm and Intel!
Stop the marketing BS. "Rest Assured" Without a high volume part like mobile ModAp to drive FDSOI development and debug yield. FDSOI is dead !
That is how technology works. It takes bit $$ to fund and this only comes with big high volume parts
During the conference call this morning, ST CEO Carlo Bozotti said, "...we may develop dedicated solutions using our FD-SOI technologies for high-volume environment in the area of portable equipment."
Rest assured, ST will continue developing our leading-edge FD-SOI technology for customers because we've proven that it delivers industry-best performance and power consumption.
-- Michael Markowitz (STMicroelectronics)
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