Research: Comm IC
Technology » Comm IC
The Communication Integrated Semiconductor (Comm IC) space consists of companies such as BRCM, EXAR, MRVL, NETL, ATHR, and LSI that deal with providing chips for various communications market segments. Many of these segments, such as Gigabit Ethernet, Bluetooth, WLAN, and cellular, are fast-growing markets. Several of these companies, such as MRVL and LSI (which is acquiring Agere) are also in the storage chip market and are synergistic with Caris’ coverage of the storage sector. Big picture drivers for growth in the communications IC space include triple play, IPTV, 3G, and video over internet. Over the next few years, we see the various CommIC players looking to build out scale (much through acquisitions) in order to better compete.
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Company Name
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Last Modified | Research |
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| (EXAR) Exar Corporation Exar Corporation designs, develops and markets high-performance, high-bandwidth physical interface and access control solutions that facilitate the aggregation and transport of signals in access,... click for more | 1/30/2009 | 5 |
| (NETL) NetLogic Microsystems NetLogic Microsystems, Inc. (NetLogic Microsystems) is a semiconductor company that designs, develops and markets high performance knowledge-based processors for a variety of advanced Internet, corporate... click for more | 7/25/2007 | 2 |
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