德州儀器在一個多月以前宣布其OMAP產(chǎn)品線將重新把重點放在嵌入市場,現(xiàn)在另一只鞋終于落地。德州儀器周三(11月14日)表示,將在全球裁減約1700個崗位,這屬于其先前披露的業(yè)務(wù)調(diào)整范圍。該公司此前宣布,計劃把OMAP產(chǎn)品線研發(fā)重點重新放在嵌入式系統(tǒng)市場,不再專注于智能手機與平板電腦。
德州儀器高管9月份曾表示,將把OMAP應(yīng)用上面的研發(fā)投資集中在嵌入市場。他們表示,該產(chǎn)品線在嵌入市場有機會奪得更大的市場份額。德州儀器估計,嵌入市場規(guī)模達180億美元。
德州儀器調(diào)整OMAP業(yè)務(wù)重點讓許多人感到意外,因為該產(chǎn)品已經(jīng)獲得許多令人矚目的設(shè)計訂單。但分析師,尤其是市場調(diào)研公司Forward Concepts的分析師Will Strauss,認為智能手機的趨勢是把應(yīng)用處理器與基帶處理器集成起來,由于德州儀器幾年前就已開始逐步停止開發(fā)基帶技術(shù),所以難以跟上這種趨勢。
當時,德州儀器還注意到,主導(dǎo)智能手機與平板電腦市場的蘋果與三星,都是自己設(shè)計應(yīng)用處理器,從而壓縮了OMAP的有效市場。
Strauss在德州儀器周三宣布了相關(guān)計劃后接受采訪,他表示,預(yù)期德州儀器在調(diào)整OMAP發(fā)展方向后將會裁員。
“我們當時就知道,裁員的斧子就要落下。這是必然的,” Strauss表示,“他們的市場萎縮,但其業(yè)務(wù)規(guī)模卻相當膨脹?!?
但Strauss表示,對于裁員之多感到意外。他在德州儀器周三宣布相關(guān)計劃之前就表示,確信德州儀器會考慮把OMAP部門整個賣掉或者部分出售?!暗轮輧x器行事風(fēng)格通常比較細膩,”Stauss表示,“然而,畢竟他們的總體市場目前每況愈下?!?
本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載
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相關(guān)閱讀:
• TI推70美元嵌入式平板,擊破亞馬遜收購移動業(yè)務(wù)傳聞
• 沒有基帶的OMAP能撐多久?TI重新調(diào)整AP策略
• 中國為何孕育不出TI這樣的企業(yè)?HuWesmc
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沒有買家
盡管有傳言稱亞馬遜正在進行磋商,準備收購該部門,但Strauss認為,沒有一家廠商有購買OMAP的動機。亞馬遜在其Kindle Fire與Kindle Fire HD平板電腦中使用OMAP。
Strauss 表示:“德州儀器能提供其它廠商不能提供的東西嗎?OMAP只是多個應(yīng)用處理器解決方案之一而已。還有其它替代方案?!北M管他還表示,OMAP在智能手機與平板電腦領(lǐng)域的市場份額大于競爭對手。
德州儀器沒有披露裁員計劃的細節(jié)。該公司表示,預(yù)計這次裁員從2013年底開始可以每年為公司節(jié)省大約4.5億美元。該公司表示,將在第四財季提列3.25億美元的裁員費用。
“我們對于裁員感到非常難過,因為這會影響到我們所關(guān)心的人,”德州儀器負責(zé)嵌入處理業(yè)務(wù)的高級副總裁Greg Delagi在聲明中表示,“德州儀器將向涉及到的員工提供與補償、福利及求職相關(guān)的一系列幫助?!?
Delagi還重申,德州儀器調(diào)整其OMAP處理器與無線連接產(chǎn)品線,使之專注于嵌入市場,時機相當不錯。他說:“新的嵌入應(yīng)用浮現(xiàn),存在廣泛的客戶群,發(fā)展勢頭已經(jīng)在增強,我們在這些領(lǐng)域的行動正在加快。”
編譯:Luffy Liu
本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載
參考英文原文:TI cuts 1,700 jobs in OMAP shift, by Dylan McGrath
相關(guān)閱讀:
• TI推70美元嵌入式平板,擊破亞馬遜收購移動業(yè)務(wù)傳聞
• 沒有基帶的OMAP能撐多久?TI重新調(diào)整AP策略
• 中國為何孕育不出TI這樣的企業(yè)?HuWesmc
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TI cuts 1,700 jobs in OMAP shift
Dylan McGrath
SAN FRANCISCO—Texas Instruments Inc. said Wednesday (Nov. 14) it will cut about 1,700 jobs worldwide as part of a previously disclosed plan to re-target R&D for its OMAP product line at the embedded systems market, away from smartphones and tablets.
Executives from TI (Dallas) said in September that the company would shift its R&D investment on the OMAP applications processor to focus on the embedded market, where they said the product line has an opportunity to capture a greater share of what it estimates to be an $18 billion market.
The announcement that TI would refocus OMAP caught many off guard because the product had notched a number of high-profile design wins. But analysts, particularly Will Strauss of Forward Concepts, said the trend in smartphones is toward integration of the applications processor and baseband processor—a trend TI can't keep up with because it began phasing out its baseband technology years ago.
At the time, TI also noted that Apple Inc. and Samsung Electronics Co. Ltd.—which together dominate the smartphone and tablet markets—design their own applications processors, leaving less of an available market for OMAP to compete in.
In an interview following TI's announcement Wednesday, Strauss said he was expecting TI to cut jobs after changing course with OMAP.
"We knew the hatchet was coming down. It had to," Strauss said. "They had a bloated operation there for the reduced market that they were facing."
But Strauss—who said he was certain TI explored the possibility of selling all or part of the OMAP division prior to Wednesday's announcement—said he but he was surprised by the number of jobs eliminated. "TI's way is usually more subtle," Stauss said. "But then again, we've got an overall market that is headed down right now."
No buyers
Though rumors had surfaced that Amazon—which uses OMAP in its Kindle Fire and Kindle Fire HD tablets—was in discussions to acquire the division, Strauss said the motivation for any vendor to buy OMAP just wasn't there.
"What could TI offer that others don't have? OMAP is just one of several solutions for applications processsors. There are other alternatives," Strauss said. Though he added that OMAP had a bigger slice of the market than competitors in smartphones and tablets.
TI did not provide a specific breakdown of the job cuts. The company said it expects the cuts to save the company about $450 million per year, beginning at the end of 2013. The company said it expects to take charges as the result of the cuts of about $325 million in the fourth quarter.
"These job reductions are something we do with a heavy heart because they impact people we care deeply about," said Greg Delagi, senior vice president of embedded processing at TI, in a statement. Delagi said TI would provide the affected employees with a range of assistance related to compensation, benefits and job search."
Delagi also reiterated that TI has a great opportunity to reshape its OMAP processor and wireless connectivity product lines to concentrate on embedded markets. "Momentum is already building with new embedded applications and a broad set of customers, and we are accelerating our efforts in these areas," he said.
責(zé)編:Quentin