NXP exec perspective on merger with QCOM

[Bernard Murphy]

It's the car/truck/... stupid. We knew that, but interesting to get a direct viewpoint

Autonomous cars to drive chip sector consolidation says NXP
| Reuters

 

[Daniel Nenni]

It's the car/truck/... stupid. We knew that, but interesting to get a direct viewpoint

Autonomous cars to drive chip sector consolidation says NXP
| Reuters

I'm not sure I agree. Thanks to Tesla automotive technology is moving quite fast and NXP will have a hard time keeping up. Automotive definitely has more growth potential but it will still be less than 10% of the semiconductor market.

 

[Bernard Murphy]

But NXP + QCOM should (if well executed) be a different story, no?

 

[Daniel Nenni]

But NXP + QCOM should (if well executed) be a different story, no?

I think NVDA + QCOM would have been better.

 

[count]

NVDA + QCOM would have been a path into both self driving cars and the data center, but for a very steep price. NVDA is ahead in AI and providing processing power for autonomous cars, but lets not forget all the sensors, infotainment, and driver assist technologies that are increasing semi content in vehicles. I think there are other reasons the NXPI merger makes more strategic sense, including NFC, IoT, providing a use for offshore cash, and possible tax advantages from having a subsidiary the Netherlands. Execution is the only question mark.

 

[philippelambinet]

Yes, NVidia would have been a bit better for AI and autonomous driving in the very short term but NVidia GPUs are absolutely not the future for AI and autonomous driving so it's a moot point.
QCOM+NXP is not about autonomous driving, it's about security. There is no IoT, no autonomous anything, no AI, no Industry 4.0, no digital future without security. That's what NXP brings.