Lizzie, the major wifi players from Barrons:
"The market for Wi-Fi chips is dominated by Nasdaq-listed Intersil, with a 65% market share, according to Piper Jaffray analyst May. But faster wireless technologies have been pioneered by privately held firms such as Atheros Communications, of Sunnyvale, Calif. And many other publicly held chip makers have introduced competitive wireless chips, says May, including Agere Systems, Broadcom and Marvell Technology. The latter firm, for instance, just announced a set of Wi-Fi chips that eventually could sell for as little as $5. Such chips today cost $15 to $25. All this 802.11 activity may raise the heat under competing communications chip makers, but it can only benefit wireless users. And make hotspots into hot spots."
Link to entire article:
online.wsj.com
Note two things. One, the intense price competition signified by dropping prices which means narrowing margins and also that BRCM is not the dominant player. |
