, boerse-express
Rossiwall: Infineon als Value Play für iPad von Apple
Infineon ist heiss. Vor allem wegen dem IPAD. Pro verkauftem IPAD verdient Infineon 10$. Ich bin gespannt was passiert wenn der IPAD ein Renner wird. Lest euch auch unsere Tweets dazu durch!
Hier noch ein interessanter Text von seekingalpha:
“iPhone analysis always fascinating. One thing I found missing was your take on impact of iPhone on Infineon.
I will give you a brief history etc for Infineon. Infineon is a German chip company which recently split in 2 divisions: 1. Memory division which has been largely successful in the past providing DRAM chips. 2. Communication and Automotive division which has wireless, wire line and automotive chips.
The Wireless division of Infineon is a direct competitor of TI. Recently it made a strategic shift from providing the overall mobile chipsets to providing only RF and Modem chips (similar to TI, no Application Processors). This shift was driven mainly by insolvency of BenQ-Siemens Europe which was it’s primary customer.
Infineon has a strong RF business with customers like Nokia and Samsung but it’s Modem chips were not selling that much in the recent past. (It has solutions for all 2.xG, 3G and HSPDA stacks). After Siemens Mobile Phones, Infineon started aggressively pursuing other handset vendors just to stay in business. One such desperate attempts realized in the design win with Apple (AAPL) iPhone (as the rumor goes). This may have changed the landscape at Infineon completely.
Infineon has also got recent design win with LG (LPL) and strong rumors suggest that the LG’s iPhone competitor PRADA is also based on Infineon chips. There are rumors suggesting that now Infineon is getting traction at Nokia (NOK) and Samsung as well where TI usually did well.
So I have a feeling that iPhone is going to be a new chapter in Infineon’s wireless strategy and business. Any thoughts from you on the matter would be very interesting for me indeed.
Hier noch ein interessanter Text von seekingalpha:
“iPhone analysis always fascinating. One thing I found missing was your take on impact of iPhone on Infineon.
I will give you a brief history etc for Infineon. Infineon is a German chip company which recently split in 2 divisions: 1. Memory division which has been largely successful in the past providing DRAM chips. 2. Communication and Automotive division which has wireless, wire line and automotive chips.
The Wireless division of Infineon is a direct competitor of TI. Recently it made a strategic shift from providing the overall mobile chipsets to providing only RF and Modem chips (similar to TI, no Application Processors). This shift was driven mainly by insolvency of BenQ-Siemens Europe which was it’s primary customer.
Infineon has a strong RF business with customers like Nokia and Samsung but it’s Modem chips were not selling that much in the recent past. (It has solutions for all 2.xG, 3G and HSPDA stacks). After Siemens Mobile Phones, Infineon started aggressively pursuing other handset vendors just to stay in business. One such desperate attempts realized in the design win with Apple (AAPL) iPhone (as the rumor goes). This may have changed the landscape at Infineon completely.
Infineon has also got recent design win with LG (LPL) and strong rumors suggest that the LG’s iPhone competitor PRADA is also based on Infineon chips. There are rumors suggesting that now Infineon is getting traction at Nokia (NOK) and Samsung as well where TI usually did well.
So I have a feeling that iPhone is going to be a new chapter in Infineon’s wireless strategy and business. Any thoughts from you on the matter would be very interesting for me indeed.