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“We are re-entering a period where companies are integrating vertically instead of horizontally,” Cheney writes. “In addition to having supplied every cellular baseband chip that Apple has ever bought, Infineon is one of only four companies with an ARM architectural license (Qualcomm, Marvell, and now Microsoft are the other three). This allows Infineon to extend ARM’s basic capabilities, and is clearly synergistic with the charter of PA Semi and Intrinsity, which were acquired by Apple for their respective ARM expertise.”
Cheney writes, “But below the surface, the rationale for Apple owning wireless technology runs even deeper… Let’s compare this to the ridiculous rumor in April that Apple was going to buy ARM, the maker of semiconductor IP that goes into all of the world’s cell phones. At that time I outlined why buying ARM for more than $5 billion made zero sense. Clearly acquiring Infineon for around $2 billion absolutely does make sense… If Apple misses out, it will likely never get another chance to acquire the wireless technology necessary to do so because the entire mobile component value-chain is consolidating and the remaining players are giants.”
Read more in the full article here.
YES!!!
Apple should buy sprint, and offer data connections for all apple devices nation wide!!!
Time for all us experts to hold forth again on how Apple should run their business.
I mean, clearly they need our help, right?
Not yet. If they should have, our god, Steve Jobs, would have seen to it that Apple had already bought them.
That’s a sorta
” rel=”nofollow”>Well… Duh! thing.
(*Shhhhh*) Don’t question His wisdom.
Yes, without a doubt!
Should Apple buy everything?
I say buy now!
Apple should buy U.S. patent office and save themselves some money.
Buy now !!!
Apple should pay me a big dividend.
I don’t hold any Apple stock but I can sound just as stupid as everyone else posting here.
Let Intel buy Infineon and then Apple can buy Intel.
How about they buy an antennae company.
(kidding)
the article makes a lot of sense
Woah, for a second, I thought it said, “Infinium.” I always get those two mixed-up.
Apple should buy Infinity…..Screwed up, it never ends.
Apple will either:
1) Not even attempt to buy Infineon
2) Feign interest in Infineon to mislead other companies with respect to Apple’s intentions
3) Procure a binding, long term deal with Infineon which will protect Apple for years to come regardless of who owns Infineon. This will provide Apple with plenty of time to implement a supplier transition in the event that Infineon ends up in hostile hands.
4) Buy Infineon for a reasonable price and obtain solid ROI, as has been typical of recent Apple deals
5) Drive up the price of Infineon for the eventual buyer, making it a poor deal for them (which is the next best thing to a good deal for Apple)