Huge Capex Raises Questions Over Fablessness
January 26, 2012
Huge 2012 capex budgets at Intel, Samsung and TMC will skew the industry to make it extremely challenging, and in some cases impossible, for smaller companies to remain competitive, says IC Insights.
Intel has announced a capex budget of $12.5bn, Samsung a budget of $12bn and TSMC a budget of $6bn. The three companies should account for a third of the industry's total capex in 2012.
Fabless companies which are heading into competition with Intel and Samsung in the wireless market, like Qualcomm, Broadcom and Marvell, may find themselves coming under pressure if Intel and Samsung get significantly ahead of the foundries in process technology.
Fablessness may start to look like hopelessness.
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