Qualcomm Difficult to Get Support from NXP Shareholders | Renew Tender Offer Term

In a report on May 12th by Micronet, Qualcomm announced that it has extended the time limit for the cash offer for NXP’s outstanding common shares, which was extended to May 25.

Qualcomm announced in October 2016 that it will acquire NXP for $110 per share in cash, for a total transaction price of approximately $38 billion. If successful, it will be the largest transaction in the semiconductor industry. Acquisition for NXP Qualcomm can expand its business scope and reduce its dependence on smart phone business, and NXP as a quality resource will also boost Qualcomm’s expectations and performance in the capital market.

In order to resist Broadcom’s hostile takeover of Qualcomm at the end of last year, Qualcomm announced in February this year that it had reached a new agreement with NXP to increase the bid price from US$110 per share to US$127.50 per share. After adjustment, the acquisition’s The total amount has increased from about 38 billion U.S. dollars to about 44 billion U.S. dollars.

At present, Qualcomm’s acquisition of NXP still depends on two factors. First, globally, only the regulatory approval of the Ministry of Commerce of the People's Republic of China is adopted. Qualcomm issued a statement on April 19 stating that it has withdrawn its original application and resubmitted to seek business. The Ministry approved that this was the first time in two years that the Ministry of Commerce had used two 180-day approval deadlines for review in recent years. Second, according to the new agreement, Qualcomm needs to persuade 70% of NXP shareholders to agree to its acquisition in order to achieve the transaction.

On the last trading day prior to the announcement of the delay, 45,135,726 NXP’s outstanding shares (about 13.1%) completed the offer. This figure has risen and waned in the past one or two months. The figure for March is At the end of the month, 19% fell back to 15.1%, compared with 16.2% in mid-April.

Earlier, Qualcomm has extended the deadline for the cash offer several times. At the same time, Qualcomm and NXP completed the date of the transaction has also been postponed. In mid-April, Qualcomm released the news that after consultation with NXP, the deadline will be finalized. On July 25th, Qualcomm’s acquisition of NXP’s transaction will fail and Qualcomm will pay NXP 20 if the Chinese Ministry of Commerce has not stated yet or Qualcomm has not reached 70% of the NXP’s equity required for the offer. Billion Dollar 'break up fee'.

The increasingly complex trade situation between China and the United States makes the Chinese Ministry of Commerce more cautious about the approval of the acquisition, and the goal of completing the acquisition offer by 70% seems to be far apart. There are still two months or so before the final deadline. Qualcomm NXP’s successful acquisition prospects are currently not optimistic.

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