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瑞萨抛弃调制解调器业务的5大理由

发布时间:2020-01-14 18:34:02 阅读: 来源:不锈钢螺旋输送机厂家

元器件交易网讯 7月1日消息,日本芯片供应商瑞萨电子公司(Renesas)6月27日正式宣布终止其无线调制解调器业务。瑞萨于2010年收购了诺基亚无线调制解调器的开发团队。

当瑞萨宣布收购诺基亚解调器业务时,遭到业内人士的质疑,因为它表明了瑞萨将从芯片供应商转移至全球移动技术领导者的目标。然而,三年过去,该目标转移最终以失败告终。

那么,导致瑞萨放弃解调器业务的原因是什么?

一、2010年以来,世界移动市场上的业务趋势已开始大幅转移,只有一些智能手机厂商(苹果和三星)和手机芯片供应商(高通,三星)占主导地位。

显然,仅凭先进的蜂窝技术(如爱立信或诺基亚)而建立的公司并不足以和全球竞争,如瑞萨移动公司和ST-Ericsson意法爱立信的合资企业(意法与爱立信将关闭该移动企业)最终还是面临出售业务的结局。

二、意法爱立信和瑞萨通信都没有一个可信的中国战略。

这两家移动芯片商都远远落后于亚洲的同行,包括台湾的联发科(MediaTek)、中国的展讯,以及越来越多的国内无晶圆厂芯片供应商,这些亚洲公司将其业务都集中在亚洲现在的新兴低成本智能手机市场。瑞萨和意法-爱立信都没有合适的产品组合或发展战略,不能满足中国的原始设备制造商(OEM)和原始设计制造商(ODM)的需求。

第三,不要低估开发蜂窝式调制解调器所需的劳动力。

调制解调器芯片的开发需要有丰富的知识和经验的工程师,这样才能跟上不断变化的蜂窝(cellular)标准。调制解调器芯片需要进行现场测试、修改及蜂窝运营商批准,然后重新调整。芯片开发所需工程师约一千多名。

第四,庞大的劳动力往往耗尽公司的资源。如果没有很好的设计,很难维持公司的正常发展。

第五,无论是瑞萨还是意法爱立信都遭遇巩固公司的难题。(元器件交易网郭路平 译)

来源:eetimes

5 Reasons Renesas Ditched Modem Business

MADISON, Wis. — Ailing Japanese chip vendor Renesas Electronics Corp. officially announced Thursday, June 27, what appeared inevitable to the rest of the world: termination of its wireless modem business.

Renesas acquired in 2010 a wireless modem development team from Nokia, all of whom will be affected: 1,100 employees in Finland, 300 in India, and 30 in China.

The acquisition of Nokia"s modem business, when announced, met with skepticism from the industry while revealing Renesas"s ambition to transform from a chip supplier to the world"s mobile technology leader.

That impossible dream, however, went belly-up after a three-year struggle.

So, what exactly happened?

First, the world order in the mobile market, since 2010, has dramatically shifted, leaving power with a handful of smartphone winners (namely, Apple and Samsung) and mobile chip suppliers (Qualcomm, Samsung).

If you are not in iPhone or Galaxy by now, you"ve found that your mobile chips especially those designed for advanced smartphones have nowhere to go.

Clearly, building a company based on advanced cellular technologies of well known pedigree (such as those of Ericsson or of Nokia) wasn"t enough to win the global battle. Neither Renesas Mobile Corp. (RMC) nor the ST-Ericsson joint venture (which broke up earlier this year) was able to survive the violently turbulent market of the last two years.

Second, neither ST-Ericsson nor Renesas Mobile had a credible China strategy.

Both companies lagged far behind their peers in Asia, including Taiwan"s MediaTek, China"s Spreadtrum, and a growing number of China"s indigenous fabless chip vendors, all focused on the now burgeoning low-cost smartphone market in Asia. Neither RMC nor ST-Ericsson had the right product portfolio or development strategy to meet the needs of OEMs and ODMs in China.

Third, let"s not underestimate the workforce needed to develop cellular modems.

The development of modem chips requires engineers with the sort of intimate knowledge and experience that enables them to keep up with constantly changing cellular standards. More significantly, unlike digital apps processors, the work on those cellular modem chips is often never done, even long after the modems are designed, due to a long certification process they must go through. Modem chips need to be field-tested, modified, and approved by cellular operators. And then they get adjusted again. It"s not unusual for modem chip developers to keep more than a thousand engineers.

Fourth, this bloated workforce tends to drain a company"s resources. It"s impossible to maintain, without big design wins.

Both ST-Ericsson and RMC had been in search of buyers for months, but, in the end, they found no takers. In essence, they followed the path traveled by Texas Instruments, Freescale, and Analog Devices years ago, when they all ended up fleeing the modem business altogether. Analog Devices was an exception, but only because the company"s modem group was absorbed by MediaTek.

Fifth, both Renesas and ST-Ericsson suffered from a consolidation nightmare.

As Strategy Analytics analyst Sravan Kundojjala commented in March, ST-Ericsson struggled with "duplication among legacy products, transition to a new product roadmap and constant management changes." The analyst said at that time the JV struggled to integrate multiple companies and execute its original plan. Similarly, Renesas, already a complex (and bloated) entity merged with NEC"s chip pision, had to bring more than 1,100 Finnish engineers into its 100 percent mobile chip subsidiary, RMC.

In an effort to globalize, Renesas moved RMC"s key decision-making functions pricing of chips, development of product roadmaps, and LTE modems to RMC-Paris. Despite avoiding the trap of Japanese timidity, managing a global team proved to be too difficult even for the bold.

The parent Renesas announced that the company will "stop developing activities and sales expansion of the LTE Modem." What remains unclear is where any RMC-developed IP including LTE modems will go, and if they"ll be available for licensing to other companies.

We also do not know whether RMC, as a wholly owned Renesas subsidiary, will also cease to exist, along with Renesas Mobile Europe Oy, Rensas Mobile India, and Renesas Tongxinjishu (Beijing) Co. Ltd. An executive at RMC, when reached by EE Times today, said he"s not allowed to explain.

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