Nalini Muppala

Analysis, observations, perspectives on mobile space

StrategyAnlalytics on ST-Ericsson

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Sravan Kundojjala of the market analysis and research firm StrategyAnalytics has a report out today on ST-Ericsson. The report brief says

ST-Ericsson has a very strong position in all the technology pieces required to compete in the cellular chip market including basebands, RF transceivers, connectivity and multimedia. The company has a strategic IP portfolio, well established customer relationships, and also spends close to 20 percent of its revenues on R&D. However, ST-Ericsson has some execution challenges in the near-term to successfully integrate the assets and cultures of NXP, ST Microelectronics and EMP.

As I wrote earlier, I agree with him.

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Written by Nalini Kumar Muppala

October 12, 2009 at 10:17 pm

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