Ruminations on the electronics industry from David Manners, Senior Components Editor on Electronics Weekly.
Is It Broadcom? Is It Intel? Is It Samsung?
Those pesky rumours that Infineon’s wireless business is up for sale for $1.5 billion have been swirling around for a couple of months now, and keep swirling.
Will Strauss, CEO of leading wireless analysts, Forward Concepts of Arizona, reckons that there are multiple bidders, stirred into a competitive flurry by the investment bank J.P.Morgan which is managing the sale.
Of the various rumoured contenders, Strauss eliminates Apple, but tips Broadcom, Samsung and Intel.
Broadcom because of its small share in 3G; Samsung because it wants to be the world No.1 chip company; and Intel because it’s been trying for a decade and a half to make comms ICs.
Strauss plumps for Intel because the Nokia-Intel cosy-up did not include 3G/HSPA RF transceiver design, which is: “Something that Infineon is good at (and few others are)”, says Strauss (aka Baron FitzAlan of the County of Worcestershire).Tags: broadcom, chip company, contenders, decade, samsung