ST Conundrum: Break Up or Tweak?

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Douglas Alexander
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Re: ST vs Newer tech
Douglas Alexander   12/2/2012 5:45:44 PM
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@Wale...of course you are right. Xilinx sells IP Cores for encryption and combined with scrambling code, the STB is enabled for Conditional Access. Do you have an AV background?

Wale Bakare
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Re: ST vs Newer tech
Wale Bakare   12/2/2012 9:44:34 AM
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@Douglas,thanks for your succint assertion!

>>Maybe companies like Xilinx or Altera are eating into STs lunch.<<

In fact a sector of micro-controller driving market - real time video application for security especially needs FPGA daughter board integration with its motherboard. This's exactly where Xilinx and Altera slamed the market doors on ST. Now leaving ST shivering in the cold.

 

t.alex
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Re: ST vs Newer tech
t.alex   12/2/2012 5:40:21 AM
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MCU or CPU business is like commodity. You can find it everywhere. Think about Renesas; their core business is MCU and obviously they are losing. We can even customise from some vendor in Taiwan at much cheaper price. I think ST has to really make a difference to survive other than relying on its long time customer.

Hospice_Houngbo
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Hospice_Houngbo   11/30/2012 3:07:36 PM
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@prabhakar,

"ST has to think something out of box to stay with this new competition."

It is easier said than done. We have seen RIM struggling to catch up on its competitors with little or no success so far. The same thing can be said about Yahoo! or MySpace. They have tried, but it is difficult to "think something out of the box".

prabhakar_deosthali
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prabhakar_deosthali   11/30/2012 12:20:20 AM
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It seems to me that these established companies like ST or Nokia, Blackberry or HP have lagged in the pace for innovation. Their complacency has given way for the new companies to become their competition with innovative technologies .

Like Douglas has said companies like Cypress have come out with mixed signal configurable technologies giving jolt to Analog purists.

ST has to think something out of box to stay with this new competition.

 

Douglas Alexander
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ST vs Newer tech
Douglas Alexander   11/29/2012 9:49:52 PM
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@Bolaji...It is always interesting to discover that some company that has been around for years like ST is now in trouble. Moving with the times means advancing with the technology with an eye towards the competitor's offerings. In the set-top-box business I know that ST was losing CPU business to IBM because the firmware ST was using was locked into a particular chip design. When Cypress introduced Analog/Digital on the same chip, it was like a new era in circuit design. They had Pulse Width Modulators, (PWM) on the same chip as linear amplifiers and filters years ago. It seems like ST between the two sides, has the know-how to take advantage of that circuit topology and put out some pretty advanced parts. But, as you know, the FPGAs are getting pretty clever themselves with mixed technologies. Maybe companies like Xilinx or Altera are eating into STs lunch.



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