"For the source of future M&A, one should rather look toward the decent number of machine vision sensor technology start-ups, companies like Softkinetic, which was purchased by Sony in 2015, and Mesa, which was acquired by Ams, in 2014. There are a certain number of interesting start-ups right now, such as PMD, Chronocam, Fastree3D, SensL, Sionyx, and Invisage. Beyond the start-ups, and from a global perspective, there is little room for a greater number of deals at sensor level, because almost all players have recently been subject to M&A."
Missed at least one key transaction. Back in the 2010 timeframe.
ReplyDeleteI am guessing that your genealogy chart should have been credited.
ReplyDeleteTo me it looks like an independent work. For example, Atmel is shown to be Thomson spin-off, not in my genealogy. Also, a number of M&A deals are not shown, Omnivision and Superpix relationship, for instance.
DeleteOK. I think yours is the more accurate one relative to your comments above. There are also other errors in the Yole chart. It is a shame that Yole cannot get this right. Makes me wonder about the rest of their reports' data.
DeleteHi Vladimir, the only spin off on the chart may be Aptina from Micron, the rest is mainly acquisitions. Atmel did purchase the Thomson CCD/CMOS unit https://www.eetimes.com/document.asp?doc_id=1189398. This graph explaining the acceleration of recent M&As was not intended to be super exhaustive (only one page). I probably missed a few things like Avago, but I believe the point I wanted to make with this chart is accurate. For sure I noticed your own effort that I think has more ambitious goals, as it is more related to technology/team genealogy and country of origin. I think personaly that those genealogies are missing one thing, the link with todays superpowers in CIS like Sony and Samsung. Now maybe Eric wants to give it a try? Pierre Cambou / Yole Développement
ReplyDeleteSure, Pierre, I understand the limitations of the one page. You managed to fit a lot of info there. I agree that Sony and, to a lesser extent, Samsung became too dominating on the mainstream market. Together with problems, this creates a lot of opportunities too, such as stacked sensor with Sony pixel layer on top of other company's logic die. It will be interesting to see how the market develops...
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