Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
Jessica Lipsky
User Rank
Author
Re: Marriage if convenience
Jessica Lipsky   8/6/2014 11:44:19 AM
NO RATINGS
Is this a uniquely Japanese thing or something we've also seen in companies from other countries (e.g. Nokia and Microsoft)?

junko.yoshida
User Rank
Author
Marriage if convenience
junko.yoshida   8/6/2014 7:11:13 AM
NO RATINGS
One of the things we should keep in mind is that most of the consolidations happening among Japanese chip companies thus far are driven by marriage of convenience. Their primary focus is to offload their fixed cost ("fabs" and "employees") as much as they could, then, merge the two teams. Strategic directions for their combined products and technologies appear to be determined almost an after thought.

goafrit
User Rank
Author
Re: Details, details
goafrit   8/6/2014 5:20:38 AM
NO RATINGS
>> The key issue here is that Panasonic's own system LSI div. was important when the parent company's ocre business was TVs, DVDs and other digital consumer electronics products.

I think the companies should focus on software alliances over what they have done in ages. I do not really see a clear transformative partnership that will arise between Fujitsu and Panasonic in the age of Android, iOS and Facebook. Unless they are focusing on the Japanese market, an unbundling of strategy is vital for these iconic companies.

goafrit
User Rank
Author
Re: Details, details
goafrit   8/6/2014 5:16:52 AM
NO RATINGS
>> all relevant questions you raised... but I am left feeling the same as the article title says: much was left unsaid!

The Japanese firms have been beaten in the last few years. They are missing the software revolution. I am sure that confusion is what is delaying a complete view of what these two firms want to do. The age of hardware driving huge returns in electronics is coming to an end. You need to have a platform ecosystem with solid software to comepete. Japan is slow to get that fact in their business model.

junko.yoshida
User Rank
Author
Re: Details, details
junko.yoshida   8/5/2014 7:22:09 PM
NO RATINGS
@docdivakar, thanks for your comments. Yes, I agree. Apparently a lot still need to be sorted out.

And you are absolutely right. At 20 percent, Panasonic is taking a backseat on this venture. The key issue here is that Panasonic's own system LSI div. was important when the parent company's ocre business was TVs, DVDs and other digital consumer electronics products. But now that Panasonic is doing a major make over by shifting the company's business from consumer to industrial/automoitve fields, we could easily imagine the strategic value of Unifier has greatly deminished for Panasonic.

docdivakar
User Rank
Author
Re: Details, details
docdivakar   8/5/2014 4:06:33 PM
NO RATINGS
@Junko: all relevant questions you raised... but I am left feeling the same as the article title says: much was left unsaid!

If the Panasonic team is not going to be working on or leveraging the Unifier-platform based SoC's, the joint system LSI company will most likely be led by the Fujitsu team. At 20% ownership, it seems like Panasonic is taking a backseat in the joint venture.

At the last DesignWest (Embedded Systems) conference held at San Jose, I saw the 4K2K 70+inch display by Panasonic, it was impressive and was better than Samsung's. It is unfortunate that the future of this display SoC's by Panasonic is in doubt!

Perhaps there is more info to unfold in the coming days?

MP Divakar

junko.yoshida
User Rank
Author
Details, details
junko.yoshida   8/5/2014 4:07:34 AM
NO RATINGS
The plan for this Fujitsu-Panasonic system LSI co. has been long mulled, debated, and announced for some time now. It has just taken so long to actually sign a definitive agreement until now. I suspect a lot of details still need to be ironed out. We remain skeptical of the venture until we hear from the company's new management of its new strategy.



Radio
NEXT UPCOMING BROADCAST
In conjunction with unveiling of EE Times’ Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. One of Silicon Valley's great contributions to the world has been the demonstration of how the application of entrepreneurship and venture capital to electronics and semiconductor hardware can create wealth with developments in semiconductors, displays, design automation, MEMS and across the breadth of hardware developments. But in recent years concerns have been raised that traditional venture capital has turned its back on hardware-related startups in favor of software and Internet applications and services. Panelists from incubators join Peter Clarke in debate.
Most Recent Comments
Flash Poll
Top Comments of the Week
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Special Video Section
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.