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Qualcomm-NXP Deal Targets Connected World

10/27/2016 11:30 AM EDT
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MeasurementBlues
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In-house vs. contracting
MeasurementBlues   10/28/2016 11:37:55 AM
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I heard an interivew on Bloomberg radio this morning about this deal. According to the story, Qualcomm contracts out their manufacturing as where NXP has in-house facilities. Will Qualcomm know what to do with all that equipment and training of the manufacturing workforce?

jmrowca
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Re: NXP - who takes I2C spec ownership?
jmrowca   10/28/2016 11:35:27 AM
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Here is an interesting question on a serial issue:

 What would QCOM want with the I2C specification? It is not wireless per se.

Someone like TI should take "ownership" of the I2C specification.

I'm suprised no one from these groups realize this as they are derivatives of I2C:

ACCESS.bus,

the VESA Display Data Channel (DDC) interface,

the System Management Bus (SMBus),

Power Management Bus (PMBus), 

the Intelligent Platform Management Bus (IPMB, one of the protocols of IPMI).

High availability systems (AdvancedTCA, MicroTCA) use 2-way redundant I²C for shelf management.

TWI (Two Wire Interface) or TWSI (Two-Wire Serial Interface) as well

junko.yoshida
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Re: NXP - no machine learning?
junko.yoshida   10/28/2016 10:52:12 AM
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@joepaiii, yep. that was a shock to me too! I am working on a follow-up story. Stay tuned.

junko

Student4ever
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Re: Impact on smaller customers
Student4ever   10/28/2016 10:28:30 AM
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Absolutely ! I am an EE in India and we have been witnessing this trend for more than two years now. You have hit the nail on the head perfectly.... ! I had an FAE tell me pretty bluntly that with the volumes I was talking about it was not worth his time to answer my queries. Our company ended up deciding not to buy that particular vendor;s chips and we switched to a different manufacturer .... But how long before that company too tells us to go to their forums and online material? 

ciaranmaca
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Impact on smaller customers
ciaranmaca   10/28/2016 4:54:17 AM
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Are we going to end up in a world where there are only five or six giant semi-conductor makers? Are we nearly there already? I work in a small company in Europe that makes security equipment. The evolution of the semiconductor industry over the last five years has been a mixed blessing - the explosion in mobile sales and auto technology has driven down prices that enable smaller players to innovate more cheaply. The price now for great micro-controller technology, cameras, sensors, and wireless chips is amazing. On the other hand, this wave of M&A and consolidation is disrupting vital support lines and continuity which affects smaller customers like us! We aren't a big enough buyer to have clout with vendors, and it seems, here in Europe anyway, that the distributer model is being flattended out and many makers are looking to supply directly to be more aggressive with price - cutting out the middle man. In the past we had easier contact with more numerous FAEs and high-up-the-chain tech staff when critical questions needed to be resolved. Now one is pushed to a forum (great for more common and trivial problems) and 'knowledge base' and it is getting harder to make contact with the right people to resolve issues. Anyone else seeing this or have opinions on the impact of this accelerated consolidation on customers?

Krutsch
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Re: NXP - no machine learning?
Krutsch   10/28/2016 2:47:09 AM
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That is also not true, they have Cognivue IP. They do not have Microsoft / Facebook/ Google like AI capabilities and maybe this is an ambition.

GSMD
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Back to the past
GSMD   10/28/2016 2:22:48 AM
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Freescale, now part of NXP was one of the leading vendors of mobile!e phone chipset, in its Motorola avatar. This was dumped due to low margins and poor Market share. But suddenly that story js now compelling ? NXP as Philips also had a 2g chipset. Freescale has significant computing capabilities and in its altivec and other co processor IP, enough building g blocks for machine learning. So did NXP as part of its trimedia vliw portfolio. So nothing new here.

joepaiii
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NXP - no machine learning?
joepaiii   10/27/2016 11:47:11 PM
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Wow - NXP CEO stated they have no internal machine learning dev ongoing and they are number 1 in automotive?  That is really hard to believe.

StevenAckerman
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Qualcomm-NXP Deal
StevenAckerman   10/27/2016 2:00:36 PM
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1 saves
Death by MBA. Another quick race to the bottom...

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