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IDT's 3-3-3 plan

Posted: 06 Jan 2012 ?? ?Print Version ?Bookmark and Share

Keywords:semiconductor industry? 4G? LTE?

One aspect of the semiconductor industry that you either love or hate is that it completely disrupts itself every several years: waves of change roll in and level the playing field; today's hot incumbents can disappear just as quickly as the dinosaurs, and technology transitions provide entry points for newcomers.

Long term, companies that win are those that embrace and adapt to change. Integrated Device Technology Inc. (IDT) has transformed during the past three years, and the new IDT is certainly not afraid of change. That's good for us, as well as for other agile companies!because there's a tidal wave of change coming.

We are in a very rocky and uncertain environment where demand issues, and in the case of the 4G LTE rollout, carrier CapEx issues, are interfering with some of that momentum. So it is a difficult and challenging time for our customers, and since we have a very high percentage of new products, it directly impacts our ramp.

Mike Balow

Balow: We have three target applications: communications infrastructure driven by 4G LTE, enterprise computing driven by the cloud, and portable consumer driven by mobility.

The best way to predict the future of any industry is to follow the money. Today, venture capitalists, investors and technology companies are placing bets in three major areas!cloud computing, mobility, and 4G/LTE wireless infrastructure.

Our new product pipeline is very full, and we're very excited about the prospects for FY 2013. In terms of how we go to market, we like to talk about our 3-3-3 plan. We have three target applications: communications infrastructure driven by 4G LTE, enterprise computing driven by the cloud, and portable consumer driven by mobility. And within each one of those vertical markets, we have got three new product drivers.

In communications applications we have RapidIO where IDT is the market leader and the only supplier with design wins at all the major wireless infrastructure OEMs. Rapid IO is poised for fast growth and we are very well positioned to play an important role in that. Secondly, we have our RF products where we have three recent new design wins that underline our strength and importance to the sector. This is a $300 million market that is poised for further growth. Finally, in the communications market, there are timing applications where our crystal free CMOS oscillators!including the recently introduced 50ppm parts that offer 75 percent lower power consumption, smaller size, lower cost, shorter lead times, and unsurpassed reliability, as well as our MEMS oscillators!the world's first commercially available devices of their type, are enabling designers to move away from traditional quartz-based devices and their inherent technical and commercial limitations.


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