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Peter Clarke
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re: Mobile-focused Samsung sells MCU business
Peter Clarke   6/7/2013 5:58:04 PM
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It looks like their is a strategic relationship between Samsung and Ixys ...and that other activities may get pushed out from Samsung?

Huey
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re: Mobile-focused Samsung sells MCU business
Huey   6/5/2013 5:07:20 PM
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I am with you!

resistion
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CEO
re: Mobile-focused Samsung sells MCU business
resistion   6/2/2013 11:18:27 PM
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Unless mentioned otherwise in the reports, it looks like they will continue 16 and 32 bit.

Davetech0
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re: Mobile-focused Samsung sells MCU business
Davetech0   6/1/2013 4:29:23 PM
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Ummm. The the Samsung S3 core is the Zilog Z8 core. Zilog licenesed it to them many years ago. Tech support and an understanding of the product should not be a problem.

jg_
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re: Mobile-focused Samsung sells MCU business
jg_   5/31/2013 9:01:21 PM
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Intel also exited the Microcontroller sector years back, as their R&D and cost models simply did not fit. The intel invented 8051 continues to be profitable for many, and is now available down to MSOP10. Zilog have a 8051 family and there is even an 8051 (S3FI1BG) in Samsung's stable. That said, most of Samsung's parts are niche-custom cored, which will be very hard for IXYS to support, even without adding the Korean :: USA gulf. One also hopes IXYS have read the foundry-side fine print, very carefully indeed.

resistion
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CEO
re: Mobile-focused Samsung sells MCU business
resistion   5/31/2013 11:25:17 AM
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Did they have any 16 or 32 bit MCU business that is being kept?

DMcCunney
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CEO
re: Mobile-focused Samsung sells MCU business
DMcCunney   5/30/2013 3:52:23 PM
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I think it's a case of "Size matters". When you're Samsung, a market has to be really big to make it worth your while to address. The revenue for their 4 and 8 bit MCU business is pocket change to Samsung, and probably not a market they can make actual money in. It's a market Ixys *does* think they can address profitably, and as a much smaller outfit with lower overheads, they may be able to.

fourfaith
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re: Mobile-focused Samsung sells MCU business
fourfaith   5/30/2013 6:54:16 AM
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This may increase Ixys revenue, but it won't help their profitability.

daleste
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CEO
re: Mobile-focused Samsung sells MCU business
daleste   5/30/2013 3:46:15 AM
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Samsung is not selling their product line because it doesn't fit their direction, they are selling it because it is not profitable. This may increase Ixys revenue, but it won't help their profitability.

resistion
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CEO
re: Mobile-focused Samsung sells MCU business
resistion   5/30/2013 1:02:38 AM
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Generally not encouraging.

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