ONNN: ON Semiconductor Corp. Message Board

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Technology Stocks : ONNN: ON Semiconductor Corp.

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To: etchmeister who wrote (11)	12/1/2005 8:07:45 AM
From: sixty2nds	of 15

07:28 ONNN Cost is king for Xbox 360 power-management discretes, and ON Semiconductor has been crowned, says iSuppli - Digitimes (5.80 ) Digitimes reports much attention has been paid to the some of the bigger chips in the new Microsoft Xbox 360 video game console, like IBM's microprocessor and ATI Technologies' (ATYT) graphics processor. However, another supplier has made a major impact on the new video-game console with some less glamorous but no less-important chips: ON Semiconductor, which is providing key power-management discretes for the console. A dissection of the Xbox 360 conducted by iSuppli's Teardown Analysis Service reveals that ON Semiconductor has the bulk of that MOSFET business-by far. ON Semiconductor also won most of the controller and power IC business in the Xbox 360. ON Semiconductor now has more than US$6 worth of parts in every Xbox shipped, noted Chris Ambarian, senior analyst, power-management, for iSuppli. If ON remains the sole-source for these devices, the company stands to garner US$60-70 million in revenue from the Xbox 360 in 2006, representing a significant boost to the company's power-management business.

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