Bahlmann.us

June 3, 2009

Shake-out possible in cable’s chip sector

Filed under: Home — intoit @ 12:13 pm

Today’s cable chip sector is a mess. You have a collection of chip companies all competing for a sizable but otherwise relatively small market. The three main cable equipment suppliers (Cisco, Motorola, and Arris) drive a high percentage (probably something like 90%) of the cable capex spending. How this trickels down to Intel, Texas Instrument, Microtune, дивани Anadigics, Marvel, MaxLinear, and Maxim

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