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buprestid
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Another Acquisition?
buprestid   9/5/2013 3:52:26 PM
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Broadcom cellular is now a series of acquistions of Mobilink (2g), Zyray(3g), Beceem (4g) and now Renesas/Nokia(2g/3g/4g).  Merging all these group together will be a challenge, there is also a lot of duplication. What happened to the Beceem LTE development ... that acquisition looks to be a total loss.

GeeKv2
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Finally !
GeeKv2   9/5/2013 2:10:54 PM
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The much awaited announcement is out now. Although a bit late, but better late than never. What remains to be seen is how many people will actually transfer to Broadcom given that many are under the notice period. Employment laws in several countries require that employees need to be re-hired. I have a feeling there might still be job losses from RMC's side

Peter Clarke
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Re: Will this be a threat to Qualcomm?
Peter Clarke   9/5/2013 11:05:00 AM
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Broadcom did not figure in the top five suppliers of multicore smartphone application processors in 1H13 according to Strategy Analytics (see {doclink 1319408}). They were even beind ST-Ericsson which was a zombie in 1H13. However, what Broadcom does have going for it already is the ability to integrate a baseband modem, according to the market research firm. This acquisition should enhance that capability although it may take a year or more to come through.

junko.yoshida
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Re: Will this be a threat to Qualcomm?
junko.yoshida   9/5/2013 9:59:17 AM
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@eewiz, very true.

Broadcom announced earlier this yea that it licensed the ARMv7 and ARMv8 chip architecture...it appears still a long way before we get to see what sort of optimized ARM CPUs Broadcom willl come up with.

junko.yoshida
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Re: Will this be a threat to Qualcomm?
junko.yoshida   9/5/2013 9:50:10 AM
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I agree, Rick. I had severa occasions to sit down with RMC executives in the past; and over and over, what became painfully clear to me is that we, the press, tend to underetimate how expensive it is to develop modem products, and how expansive an effort it requires to get their modem chips tested on the field, modify them and get approved by carriers.

Certainly, Qualcomm is far ahead of others; and its competitors are trying very hard to catch up.

Sheetal.Pandey
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Re: Will this be a threat to Qualcomm?
Sheetal.Pandey   9/5/2013 6:58:09 AM
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Looks like acquisitions and mergers are trend these days. 1200 engineers bought over, there starts the cost cutting.

rick merritt
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Re: Will this be a threat to Qualcomm?
rick merritt   9/4/2013 10:55:38 PM
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I only got one question in to Paul Jacobs at a press Q&A at Uplinq today so I asked about the slow down in CMOS scaling rather than this Bcom deal. Perhpas I will get l;ucky and bump into him tomorrow.

My gut says Qcomm is executing well in LTE. They were the first to have cloeint chips for LTE Release 10 that supports carrier aggregation, a feature much in demand at some spectrum-constrained operators.

I thinbk the story is both Intel (which bought the Fujitsu Wireless unit recently) and B'com have had to go back to the acquisition well tog et up to speed in LTE. That tells me the technology is more complex than we imagined.

A Qcomm exec here did say one of the industry's big issues is creating a world phone given 50+ bands of LTE and diverse combos of paired bands. He said Qcomm is investing heavily in this and told reporters to go ask otherds what they are doing about it. I think this is what they are doing.

eewiz
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Re: Will this be a threat to Qualcomm?
eewiz   9/4/2013 10:33:22 PM
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That's a great deal for Broadcom. IIRC they paid 300+ m$ for Beceem communications for the LTE/wimax chipsets several years ago. And no outputs till now. Hopefully this can speed up things. I am surprised, that Intel didnt take a look as they would need this business more badly than broadcom.

 

"That said, will this put Broadcom on par with Qualcomm? At least, it's a start. What do you think? What is Broadcom still missing?"

Broadcom is clearly missing the ARM CPU design expertise compared to Qualcomm. Qualcomm's snapdragon chipsets with  architecturally optimized ARM CPUs still has the lowest power in the industry, which is difficult for other vendors to catch up with. 

 

 

 

junko.yoshida
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Will this be a threat to Qualcomm?
junko.yoshida   9/4/2013 8:46:18 PM
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Broadcom has definitely improved its position in the global smartphone market with this acquisition. 

At a time when the chip industry consolidation -- especially around smartphones -- is rampant, Renesas Mobile team couldn't have probbably found a better home than Broadcom.

That said, will this put Broadcom on par with Qualcomm? At least, it's a start. What do you think? What is Broadcom still missing?

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