For reasons outlined in the article Dialog might instead go for a software acquisition such as Movea SA of Grenoble (www.movea.com) through which it can offer value to the handset makers without getting involved in the delivery of the punishingly low-cost inertial MEMS.
Those inertial MEMS are really a game for manufacturers such as ST and Bosch and even they are looking to get into higher ASP MEMS.
I reckon that if Dialog does acquire a MEMS hardware company it should be in one of the newer areas where there is room to charge a decent ASP and grow with the market. So that might be RF MEMS, oscillator MEMS, or gas sensors, lab-on-a-chip and so on.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.