Yao Jiayang, an analyst at Tuo Industry Research Institute, said Broadcom is most likely to be completing the acquisition of NXP Semiconductors' Qualcomm Qualcomm itself, a leader in global wireless communications, following the completion of NXP's acquisition It will become the most complete supplier of automotive semiconductor solutions in the world. Considering that the automotive electronics market will continue to have some momentum of growth, Broadcom is also the major chip supplier for automotive Ethernet networks. The acquisition of Qualcomm will replace Broadcom bring considerable benefits.
Yao Jiayang further pointed out that, in addition NXP is the largest supplier of automotive semiconductors, the other key is that NXP in the communications infrastructure also has a very rich product line, with Broadcom highly complementary. Case and the proportion of revenue categories, communications infrastructure can be said that Broadcom is a very important lifeline, and NXP's top 20 customers, there are 5 is a communications infrastructure.
Yao Jia Yang believes that if Broadcom successfully acquired Qualcomm, the following for more attention:
1. China's chip makers tested, the Chinese government's attitude as the key
In recent years, China's semiconductor industry has been catching up and its influence on the global semiconductor industry has been on the rise. Among them, such as NavInfo and Rockchip have recently launched the ADAS chip into the automotive market, showing the strong ambition of Chinese chip makers. However, after Broadcom acquired Qualcomm, it is undoubtedly a big shock for China's chip makers just entering the automotive electronics market. In order to protect the future development of domestic automotive chip manufacturers, will the Chinese government take countermeasures, will be Very important observation.
2. To enhance the foundry and packaging and testing firms bargaining power
The completion of the acquisition of Qualcomm Broadcom, the global semiconductor industry will have a considerable degree of impact.First, the foundry and packaging and testing companies wafer bargaining power will significantly improve the future of the new Broadcom and ASMC and ASE interaction will be the focus of observation one.
3. Taiwan's IC design industry will face more stringent market competition
IC design firms in Taiwan led by MediaTek has always been quite good performance in the field of consumer electronics.But with the maturity of consumer electronics, smart phone market growth momentum is gradually slowing down, IC design firms in Taiwan in the industrial , Automotive and infrastructure and other fields are less ink, as foreign IC industry through mergers and acquisitions in many vertical applications rapid city siege, the use of complete solutions to improve the entry threshold of other competitors, which makes the Taiwan IC design Manufacturers fear will face more stringent market competition.
4. Semiconductor manufacturers changes in the territory
As Qualcomm announced the acquisition of NXP, NXP's still several fabs and IC packaging and testing plant in the case of plant not sold, Broadcom will become the world's third largest semiconductor manufacturers, second only to Intel and Samsung, which But also will breath away with other major semiconductor manufacturers in the world, but according to Broadcom's business strategy, in order to improve operational efficiency, the unwanted product sector will usually be sold quickly, therefore, future Broadcom wafer fab and will IC packaging and testing plant sold, it is also worth noting.