Comments on: Ericsson and STMicro agree ST-Ericsson divorce terms, with 1,600 jobs on the line http://gigaom.com/2013/03/18/ericsson-and-stmicro-agree-st-ericsson-divorce-terms-with-1600-jobs-on-the-line/ Wed, 19 Jun 2013 18:31:12 +0000 hourly 1 http://wordpress.com/ By: Nick Bull http://gigaom.com/2013/03/18/ericsson-and-stmicro-agree-st-ericsson-divorce-terms-with-1600-jobs-on-the-line/#comment-1321367 Tue, 19 Mar 2013 21:39:58 +0000 http://gigaom.com/?p=621452#comment-1321367 all the best

]]> By: Wood Dragon http://gigaom.com/2013/03/18/ericsson-and-stmicro-agree-st-ericsson-divorce-terms-with-1600-jobs-on-the-line/#comment-1321276 Tue, 19 Mar 2013 17:02:49 +0000 http://gigaom.com/?p=621452#comment-1321276 @realjjj
Yes I think you are right, 70% of the market is integrated today, and growing, and Intel and NVidia racing to achieve what Qualcomm already have. If thin modems are to be successful, I think the volumes needed to return investment would be huge – that at least would be good news for ST-Micro too ;)

I think the true motivation for Ericsson is to exploit the existing patent portfolio and then sell the modem part in the future. I believe Ericsson can see a good return from that and do not want to keep the modem part for ever.

]]> By: realjjj http://gigaom.com/2013/03/18/ericsson-and-stmicro-agree-st-ericsson-divorce-terms-with-1600-jobs-on-the-line/#comment-1320848 Mon, 18 Mar 2013 11:26:39 +0000 http://gigaom.com/?p=621452#comment-1320848 Not much of a market left for discrete modems ,they should push for a sale or try to license to chipmakers that don’t have their own but selling actual chips is not worth it beyond short term.

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