<< I'm new to this thread,but, am doing my DD. Having started following the DSP market and the announcement from LU about their new entry in this market... does this pose a threat to the TXN and SSPIF team or can LU's cust utlitize SSPIF's products as well ? >>
Lucent owns 25% of DSP chip market versus TI's 50% share, and both seem intent on maintaining and/or growing their positions. Lucent is clearly a threat to TI, though not nearly as great a threat to Spectrum.
Lucent targets its DSP's solely towards ultra high volume million unit a year applications and products. They target large companies who have their own in house development and manufacturing staff and expertise. They are not interested in the lower volume niche markets. TI targets both of these markets. For the latter market they rely heavily on their third party network, ie Spectrum, Pentek, Mizar, Ariel.... In fact TI publishes a book dedicated solely to detailing the areas of expertise of each of their third parties. A positive side effect for TI of having such an extensive third party network is that many of these third parties have developed very creative time saving code generation tools for developers (Spectron's Spox, Tartan, 3L, Go-DSP ...). For their part, Spectrum develops boards, application software, tooling software, support chips ASICS, and have become the premier third party for TI. I know little of the Lucent DSP line though think it is safe to say that the development tools available are primitive compared to what is available for the TI TMS320 line, due to the lack of an extensive third party network.
My point being, I do not believe Lucent is even interested in the lower volume markets Spectrum is pursuing, where I am defining low volume as being very significantly less than a million units a year. |
