Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

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Event-Driven

<h2>Executive summary</h2><ol>
<li>According to The Wall Street Journal News, Qualcomm is in talks to invest over US$30bn in buying NXP and the deal could be done in next 2-3 months.</li>
<li>
<strong>Why?</strong> We believe the smartphone market is maturing with 0-5% of next 5-year CAGR, automotive semis will be the next wave, and NXP is now the number one market share leader in both automotive and near-field communication (NFC) IC markets. </li>
<li>
<strong>Chain reaction to others: </strong>We believe the potential deal is positive to MediaTek because Qualcomm…</li>
</ol>

Executive summary
According to The Wall Street Journal News, Qualcomm is in talks to invest over US$30bn in buying NXP and the deal could be done in next 2-3 months.

Why? We believe the smartphone market is maturing with 0-5% of next 5-year CAGR, automotive semis will be the next wave, and NXP is now the number one market share leader in both automotive and near-field communication (NFC) IC markets. 

Chain reaction to others: We believe the potential deal is positive to MediaTek because Qualcomm…


Qualcomm in Talks to Acquire NXP; Away from Smartphone but Move to Automotive

Qualcomm Inc

Qualcomm in Talks to Acquire NXP; Away from Smartphone but Move to Automotive