The corporation texas instruments, which is been today one of the most successful producers of integrated microcircuits, made the decision to end its own developments of the new technologies production, make possible to release digital IS according to the smaller standards, and to return this direction of business to the ransom to its production partners.
Thus, according to given source, TI is intended to stop at the 45- nm technological process, after which is assembled to order production 32- nm and 22- nm product from its partners. This will allow company to save the sufficiently large volume of the means (development of technologies production becomes more expensive with each generation, yes even to the building of new factories are necessary : big enough money), and also to be focused during design and development of intellectual property. Furthermore, the existing equipment on the balance of the corresponding subdivisions TI will be transmitted to the plants, which are specialized in the production of analog IS. From other side, the same will lead to destruction of one of the advantages, available in TI over its chief competitor, Qualcomm, not possessing its own production capacities.
Like Qualcomm, TI will order the production of their chips from companies TSMC (Taiwan semiconductor manufacturing Co.), UMC (United microelectronics corp.) and SMIC (Semiconductor manufacturing international corp.), with which already she collaborated earlier.
In the opinion of analysts aBN-Amro bank, expressed next day after it became known about the solution OF TI, this will lead to a substantial change in the arrangement of forces on the market for semiconductor microcircuits. This also reflects world-wide tendency toward a change in the business- model: it is possible that one of the factors, which influenced the solution OF TI, became the information from its most important client, Finnish producer of cell phones nokia, about reduction in the interest in the use of the specialized solutions and tendency toward the wider application of standard chipsets. In the opinion ABN-Amro bank, to that fact that the presence of its own production capacities more is not competitive advantage, more- less proved to be finished such companies as Infineon and Wolfson microelectronics, but, most likely, did not prove to be finished STMicroelectronics and ARM.
On the situation, in which proved to be in this connection STMicroelectronics, which was remained in the minority after withdrawal NXP from the alliance Of crolles2, we will have a talk in greater detail, to it is much more interesting note that reduction in the quantity IDM (independent producers microcircuits) and the displacement of production to the side contract producers for ARM indicates the contraction of quantity holders license on the technology physical level.
It is also completely probable that the solution OF TI, which is been the partner Of nokia, can be the indicator of the intentions last to open its designs of the general public : both the base logic and the high-frequency modules. This for sure will go for the benefit Of infineon. But further advance of the open platforms will create new possibilities for Wolfson, that collaborates with Nokia, Sony ericsson and Motorola.