Peter Clarke, EETimes
12/3/2012 5:43 AM EST
Apple should be looking at acquiring either ST-Ericsson or Renesas Mobile for the sake of their LTE/3G/2G modem technologies, according to Will Strauss, president and principal analyst with Forward Concepts.
Both are commercially distressed companies with parents STMicroelectronics and Renesas Electronics, respectively who need to make radical changes to try and stem losses and turn larger semiconductor businesses around. Both have excellent European modem technology but are struggling to achieve full value for that technology through a lack of significant design wins. Which of course leads back to the great success of relatively few players in the mobile device market, Samsung, Apple, Qualcomm.
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