s*********r
发帖数: 265 | 1 有内幕麻？
Freescale Semiconductor Ltd. shares gained sharply Friday after the New York
Post reported that the Austin company is considering a possible sale.
According to the report, Freescale (NYSE: FSL) has hired a team of
investment bankers to explore the sale, citing a single unnamed source "
close to the situation." The report said the prospective buyer is unknown. | m*****t
发帖数: 3477 | 2 Freescale 4.6B 的revnue，被其他semi公司收购的选择不多呀。
York
【在 s*********r 的大作中提到】
: 有内幕麻？
: Freescale Semiconductor Ltd. shares gained sharply Friday after the New York
: Post reported that the Austin company is considering a possible sale.
: According to the report, Freescale (NYSE: FSL) has hired a team of
: investment bankers to explore the sale, citing a single unnamed source "
: close to the situation." The report said the prospective buyer is unknown.
| S******s
发帖数: 5376 | | z***8
发帖数: 461 | | S****d
发帖数: 298 | | s*********r
发帖数: 265 | 6 可惜没有下手买股票，不然。。。
【在 S****d 的大作中提到】
: 浮出水面了，荷兰人埋了单。
| c*****v
发帖数: 839 | 7 Who's next?
【在 s*********r 的大作中提到】
: 可惜没有下手买股票，不然。。。
| b*******m
发帖数: 72 | 8 see my article 6 years ago, time for people work in this industry to jump
the ship.
========================================================================
10 年前，Nortel, Lucent, Motorola 如日中天，谁能想到短短十年就被Huawei, ZTE
给灭了。
sorry too slow to type Chinese. back to 80's and 90's, Nortel was not just
designing telephone switch, they also design ASICs which goes to telephone
switch, like echo cancellation, SDH framer, CPU chipset(similar to north and
south bridge), and they work with chip maker(like Motorola semiconductor
group) to shrink their system to a IC(like 68360, PowerQUICC)
They are not only designing ASICs, they also design EDA tools, like
schematics tool (later bought by Cadence), PCB layout tool, ASIC tool. They
are not only designing tools, they hire computer scientist to design
algorithm, compiler, and script language.
When Huawei and zte start to design telephone switch, all the tools were
readily available and they can buy SDH framer, protocol stack from third
parties， among those, a good percentage are founded by former Nortel,
Lucent employee.
what happened in Telecom industry now happens in Semiconductor Industry, all
digital design tools are available to any company like to enter this
industry, same as analog design tool, it may take a little bit longer to
pick up complex digital design and cutting edge analog design, but most
design is not that difficult.
For example, Mediatek, they could design cellular chipset like Qualcomm did,
but they can not make huge amount of money because of lack of patents. But
when wireless shifts to LTE, that will be totally different story.
Also look at Intel, stock price is not changing for 10 years, Freescale(
former Motorola Semiconductor) is privatized, AMD is not doing well,
Fairchild is struggling. There are some semiconductor companies doing well
like Marvell, Broadcom, Qualcomm, TI, they are doing well because they are
getting into system side, they sell solution, not just chipset.
My projection is that a lot of smaller semiconductor companies in Valley
will disappear in next 10-20 years either through acquisition or equity
sells.
If Chinese companies pick up digital/analog design quick, it may not take
ten years. I knew there are companies in china which go after Maxim,
National, On semi, Fairchild, what they did now is only limited to catalog,
they hire engineers to reverse-engineering what is in catalog, and sell at a
fraction of what Maxim, National is going to charge.
Most silicon design is not that difficult compared to designing a telephone
switch, Router, the key is to find a feasible business model which could
attract talent in china, generate positive cash follow (VC model here will
not work in china), inspire them to go after the No.1s, pay 1/10th of what
those companies have to pay, not to mention sleep under desk or in lab.
I am agreed Chinese company is not able to compete with Intel, Qualcomm now,
but should not be too difficult to design something which could compete
with idt, cypress, maxim, on semi, national, Fairchild, amcc, vittesse,
freescale, atmel, marvell, RFMD, etc.
Nortel, Lucent Motorola essentially are killed by their own greedy, company
make huge amount of money and they are not sharing the profit with their key
contributors, those guys left Nortel, Lucent, Motorola and design better(or
cheaper) product to compete with their former employer, what left in those
company are those can do nothing.
无法
小规
水来生 | b*******m
发帖数: 72 | 9 a few days ago, the company I work for has an event to celebrate success of
new product launch, you feel like in Bangalore, hyderabad with some folks
from other part of the world, even the company can survive, do you really
want to spend rest of your life in this industry? | e***y
发帖数: 4307 | 10 well said.
ZTE
and
【在 b*******m 的大作中提到】
: see my article 6 years ago, time for people work in this industry to jump
: the ship.
: ========================================================================
: 10 年前，Nortel, Lucent, Motorola 如日中天，谁能想到短短十年就被Huawei, ZTE
: 给灭了。
: sorry too slow to type Chinese. back to 80's and 90's, Nortel was not just
: designing telephone switch, they also design ASICs which goes to telephone
: switch, like echo cancellation, SDH framer, CPU chipset(similar to north and
: south bridge), and they work with chip maker(like Motorola semiconductor
: group) to shrink their system to a IC(like 68360, PowerQUICC)
| | | m*****t
发帖数: 3477 | 11 尼玛，Infineon收购了IR, NXP又买了Freescale。接下来看看ST要咋整。
【在 m*****t 的大作中提到】
: Freescale 4.6B 的revnue，被其他semi公司收购的选择不多呀。
:
: York
| S****d
发帖数: 298 | 12 并了on semi或者linear？我瞎猜。
【在 m*****t 的大作中提到】
: 尼玛，Infineon收购了IR, NXP又买了Freescale。接下来看看ST要咋整。
| k***5
发帖数: 583 | 13 Merge不是收购吧？两家合伙了而已，前Philip和前Mortorola 半导体部门相泯一笑免
恩仇？ | s*********r
发帖数: 265 | 14 能推荐艘船吗？
ZTE
and
【在 b*******m 的大作中提到】
: see my article 6 years ago, time for people work in this industry to jump
: the ship.
: ========================================================================
: 10 年前，Nortel, Lucent, Motorola 如日中天，谁能想到短短十年就被Huawei, ZTE
: 给灭了。
: sorry too slow to type Chinese. back to 80's and 90's, Nortel was not just
: designing telephone switch, they also design ASICs which goes to telephone
: switch, like echo cancellation, SDH framer, CPU chipset(similar to north and
: south bridge), and they work with chip maker(like Motorola semiconductor
: group) to shrink their system to a IC(like 68360, PowerQUICC)
| l****c
发帖数: 838 | 15 No difference. NXP pays for Freescale with cash and some stocks.
Yes, Freescale shareholders still have some shares in NXP,
but Freescale will de-list and not exit.
【在 k***5 的大作中提到】
: Merge不是收购吧？两家合伙了而已，前Philip和前Mortorola 半导体部门相泯一笑免
: 恩仇？
| s*********r
发帖数: 265 | 16 有内幕麻？
Freescale Semiconductor Ltd. shares gained sharply Friday after the New York
Post reported that the Austin company is considering a possible sale.
According to the report, Freescale (NYSE: FSL) has hired a team of
investment bankers to explore the sale, citing a single unnamed source "
close to the situation." The report said the prospective buyer is unknown. | m*****t
发帖数: 3477 | 17 Freescale 4.6B 的revnue，被其他semi公司收购的选择不多呀。
York
【在 s*********r 的大作中提到】
: 有内幕麻？
: Freescale Semiconductor Ltd. shares gained sharply Friday after the New York
: Post reported that the Austin company is considering a possible sale.
: According to the report, Freescale (NYSE: FSL) has hired a team of
: investment bankers to explore the sale, citing a single unnamed source "
: close to the situation." The report said the prospective buyer is unknown.
| S******s
发帖数: 5376 | | z***8
发帖数: 461 | | S****d
发帖数: 298 | | | | s*********r
发帖数: 265 | 21 可惜没有下手买股票，不然。。。
【在 S****d 的大作中提到】
: 浮出水面了，荷兰人埋了单。
| c*****v
发帖数: 839 | 22 Who's next?
【在 s*********r 的大作中提到】
: 可惜没有下手买股票，不然。。。
| b*******m
发帖数: 72 | 23 see my article 6 years ago, time for people work in this industry to jump
the ship.
========================================================================
10 年前，Nortel, Lucent, Motorola 如日中天，谁能想到短短十年就被Huawei, ZTE
给灭了。
sorry too slow to type Chinese. back to 80's and 90's, Nortel was not just
designing telephone switch, they also design ASICs which goes to telephone
switch, like echo cancellation, SDH framer, CPU chipset(similar to north and
south bridge), and they work with chip maker(like Motorola semiconductor
group) to shrink their system to a IC(like 68360, PowerQUICC)
They are not only designing ASICs, they also design EDA tools, like
schematics tool (later bought by Cadence), PCB layout tool, ASIC tool. They
are not only designing tools, they hire computer scientist to design
algorithm, compiler, and script language.
When Huawei and zte start to design telephone switch, all the tools were
readily available and they can buy SDH framer, protocol stack from third
parties， among those, a good percentage are founded by former Nortel,
Lucent employee.
what happened in Telecom industry now happens in Semiconductor Industry, all
digital design tools are available to any company like to enter this
industry, same as analog design tool, it may take a little bit longer to
pick up complex digital design and cutting edge analog design, but most
design is not that difficult.
For example, Mediatek, they could design cellular chipset like Qualcomm did,
but they can not make huge amount of money because of lack of patents. But
when wireless shifts to LTE, that will be totally different story.
Also look at Intel, stock price is not changing for 10 years, Freescale(
former Motorola Semiconductor) is privatized, AMD is not doing well,
Fairchild is struggling. There are some semiconductor companies doing well
like Marvell, Broadcom, Qualcomm, TI, they are doing well because they are
getting into system side, they sell solution, not just chipset.
My projection is that a lot of smaller semiconductor companies in Valley
will disappear in next 10-20 years either through acquisition or equity
sells.
If Chinese companies pick up digital/analog design quick, it may not take
ten years. I knew there are companies in china which go after Maxim,
National, On semi, Fairchild, what they did now is only limited to catalog,
they hire engineers to reverse-engineering what is in catalog, and sell at a
fraction of what Maxim, National is going to charge.
Most silicon design is not that difficult compared to designing a telephone
switch, Router, the key is to find a feasible business model which could
attract talent in china, generate positive cash follow (VC model here will
not work in china), inspire them to go after the No.1s, pay 1/10th of what
those companies have to pay, not to mention sleep under desk or in lab.
I am agreed Chinese company is not able to compete with Intel, Qualcomm now,
but should not be too difficult to design something which could compete
with idt, cypress, maxim, on semi, national, Fairchild, amcc, vittesse,
freescale, atmel, marvell, RFMD, etc.
Nortel, Lucent Motorola essentially are killed by their own greedy, company
make huge amount of money and they are not sharing the profit with their key
contributors, those guys left Nortel, Lucent, Motorola and design better(or
cheaper) product to compete with their former employer, what left in those
company are those can do nothing.
无法
小规
水来生 | b*******m
发帖数: 72 | 24 a few days ago, the company I work for has an event to celebrate success of
new product launch, you feel like in Bangalore, hyderabad with some folks
from other part of the world, even the company can survive, do you really
want to spend rest of your life in this industry? | e***y
发帖数: 4307 | 25 well said.
ZTE
and
【在 b*******m 的大作中提到】
: see my article 6 years ago, time for people work in this industry to jump
: the ship.
: ========================================================================
: 10 年前，Nortel, Lucent, Motorola 如日中天，谁能想到短短十年就被Huawei, ZTE
: 给灭了。
: sorry too slow to type Chinese. back to 80's and 90's, Nortel was not just
: designing telephone switch, they also design ASICs which goes to telephone
: switch, like echo cancellation, SDH framer, CPU chipset(similar to north and
: south bridge), and they work with chip maker(like Motorola semiconductor
: group) to shrink their system to a IC(like 68360, PowerQUICC)
| m*****t
发帖数: 3477 | 26 尼玛，Infineon收购了IR, NXP又买了Freescale。接下来看看ST要咋整。
【在 m*****t 的大作中提到】
: Freescale 4.6B 的revnue，被其他semi公司收购的选择不多呀。
:
: York
| S****d
发帖数: 298 | 27 并了on semi或者linear？我瞎猜。
【在 m*****t 的大作中提到】
: 尼玛，Infineon收购了IR, NXP又买了Freescale。接下来看看ST要咋整。
| k***5
发帖数: 583 | 28 Merge不是收购吧？两家合伙了而已，前Philip和前Mortorola 半导体部门相泯一笑免
恩仇？ | s*********r
发帖数: 265 | 29 能推荐艘船吗？
ZTE
and
【在 b*******m 的大作中提到】
: see my article 6 years ago, time for people work in this industry to jump
: the ship.
: ========================================================================
: 10 年前，Nortel, Lucent, Motorola 如日中天，谁能想到短短十年就被Huawei, ZTE
: 给灭了。
: sorry too slow to type Chinese. back to 80's and 90's, Nortel was not just
: designing telephone switch, they also design ASICs which goes to telephone
: switch, like echo cancellation, SDH framer, CPU chipset(similar to north and
: south bridge), and they work with chip maker(like Motorola semiconductor
: group) to shrink their system to a IC(like 68360, PowerQUICC)
| l****c
发帖数: 838 | 30 No difference. NXP pays for Freescale with cash and some stocks.
Yes, Freescale shareholders still have some shares in NXP,
but Freescale will de-list and not exit.
【在 k***5 的大作中提到】
: Merge不是收购吧？两家合伙了而已，前Philip和前Mortorola 半导体部门相泯一笑免
: 恩仇？
| | | m*****t
发帖数: 3477 | 31 这些财务手段对一般雇员并不重要。
重要的是
新公司一把手是原NXP的CEO，新公司的战略方向(IoT和Auto)也是他制定的。
新公司最核心BU（MCU）的SVP虽然是FSL的现任，但他几年前刚从NXP过来的（卧底？）
除了已经确定出售的原NXPRF业务，最有可能挨斧头的是原FSL的Digital Networking吧。
新公司总部在荷兰，名字应该也是NXP吧。
这和收购有区别么？
Anyway，现在还不好说这个Merge是妙招还是败笔。但Semi业已经是不给中小IDM活路的
节奏了。而Fabless的design house也必须集中资源，在特定优势领域搞一招鲜才好存
活。
【在 l****c 的大作中提到】
: No difference. NXP pays for Freescale with cash and some stocks.
: Yes, Freescale shareholders still have some shares in NXP,
: but Freescale will de-list and not exit.
| b*******m
发帖数: 72 | 32 Altera 也要不见了。 现在能被收购的都是不错的， 剩下的估计只有破产的份。
York
【在 s*********r 的大作中提到】
: 有内幕麻？
: Freescale Semiconductor Ltd. shares gained sharply Friday after the New York
: Post reported that the Austin company is considering a possible sale.
: According to the report, Freescale (NYSE: FSL) has hired a team of
: investment bankers to explore the sale, citing a single unnamed source "
: close to the situation." The report said the prospective buyer is unknown.
|
|
