Wolfgang Ziebart's parting gift to Infineon, as he prepares to depart as CEO at the end of the week, appears to be a notable coup in securing Infineon's position as a supplier to Samsung, the world's second largest supplier of mobile phones.
A Samsung handset using an Infineon chip-set is currently being sold in
Samsung had been very much a Qualcomm house for its wireless chips, but apparently it finds Infineon is 20 per cent better on pricing with quality equally as good.
Undoubtedly, the Infineon move will force Qualcomm to reduce its prices if it wants to keep Samsung's remaining business.
At the same time, Samsung's move will encourage other Asian handset makers to move away from Qualcomm.
But now, other mobile phone manufacturers will see that, if Samsung can get away with not buying Qualcomm's chips, so can they.
And many buyers of Qualcomm chips complain they are priced too high.
Doubtless there will be itchy trigger-fingers in
But hopefully, that nice Dr Sanjay Jha, Qualcomm's COO, who was educated in the
David,
You should know better. Sanjay Jha may have had some education in England, but his Ph.D. is from Strathclyde in Scotland (where he is also an Adjunct Professor).
Will
Excellent, Will, so as well as some English common sense he can bring some Scottish Presbyterian rectitude to the San Diego-ites.
All the best
David