NXP Semiconductors (Seite 20)

[ernestof]

Antwort auf Beitrag Nr.: 49.298.918 von Betterway am 11.03.15 13:16:23

Ja, Tencent ist in der Tat sehr interessant.
Und wahrscheinlich noch nicht zu spät für einen Einstieg ?!

[Betterway]

Antwort auf Beitrag Nr.: 49.298.432 von ernestof am 11.03.15 12:44:06

Hast Recht, ich beschränke mich aber auf wenige Unternehmen, da sind mir Rückschläge willkommen, zum Nachlegen !!! Mein Zugpferd ist Tencent - und wird es bleiben. Die nächste, in die ich einsteigen werde ist auf jeden Fall Skyword Solution !!! Gute Zeit, Gruß B.

[ernestof]

Antwort auf Beitrag Nr.: 49.296.830 von Betterway am 11.03.15 10:55:07

Wohin die Reise geht bei NXP weiß ich auch nicht. Mit der bisherigen Entwicklung bin ich ebenfalls hochzufrieden. Und lasse die Gewinne laufen.
Allerdings kann es nicht schaden, den Kurs mit einer (dynamischen) SL - Order abzusichern.
Denn ein gewisses Rückschlag-Risiko ist nicht ganz auszuschließen.
Vgl. a. Fundamentalanalyse von onvista ( nur mehr 3 Sterne ) :
http://www.onvista.de/aktien/NXP-Semiconductors-Aktie-NL0009…

Momentan freue ich mich besonders über den Anstieg bei Bayer (Chemie/Pharma).
Da ist der Höhenflug m.E. noch nicht beendet.

[Betterway]

Ich weiß nicht, wohin die Reise geht, fühlt sich aber schon mal gut an. Hatte mit sinkenden Kursen gerechnet. Gruß B.

[Betterway]

von heute, aus Yahoo - finance:

NXP Acquires Athena SCS
Acquisition Strengthens Security Solutions Across a Broad Range of Applications
NXP Semiconductors 15 minutes ago GlobeNewswire

EINDHOVEN, Netherlands, March 10, 2015 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NXPI) today announced that it will acquire Athena SCS Ltd., a provider of solutions securing the rapidly expanding connected world. The acquisition will further strengthen NXP's offering in providing secure solutions across a multitude of applications in the areas of Internet of Things (IoT), Industry 4.0, Automotive and Identification.

"Athena has demonstrated a clear aptitude for developing leading-edge embedded software and cryptography in a wide variety of secure connectivity solutions. This expertise and knowledge complements NXP's focus on creating secure connections for a smarter world, further strengthening our ability to provide our customers with a complete range of solutions for their particular needs," said Steve Owen, executive vice president, sales & marketing, NXP Semiconductors. "With security becoming an intrinsic part of many new applications, it's important to continually enhance and strengthen our offering. Additionally, the acquisition of Athena enables us to quickly capture opportunities in new and developing markets."

About NXP Semiconductors

NXP Semiconductors N.V. (NXPI) creates solutions that enable Secure Connections for a Smarter World. Building on its expertise in High Performance Mixed Signal electronics, NXP is driving innovation in the application areas Connected Car, Security, Portable & Wearable and Internet of Things. NXP has operations in more than 25 countries, and posted revenue of $5.65 billion in 2014. Find out more at nxp.com.

Da schaun wir doch gleich mal nach, wer dahinter steckt. Gruß B.

[Betterway]

Beitrag von CEO, zu Zusammenschluß:

The following is a transcript of a video presentation by Rick Clemmer, Chief Executive Officer of NXP Semiconductors N.V. (“NXP”), to employees of Freescale Semiconductor, Ltd. (the “Company”), which was recorded on March 6, 2015.

NXP Semiconductors President & CEO, Rick Clemmer – Video for Freescale Employees

Transcription – 6 March 2015

First off, let me say thanks for having the opportunity to talk to you. We just finished the town hall meeting a little while ago. We’re excited about the opportunity to bring Freescale and NXP together to create what we believe to be a great, what we call high performance mixed signal company, and I should explain to you what that is. Basically what we’re talking about is the ability to bring different technology together to address a customer’s solution requirements. So as opposed to talking about high performance analog or talking about SOCs, what we want to be sure is, is that our technology can be able to meet the customer’s requirements and when we think about the strength of what Freescale has combined with the leadership that NXP has in security and some of the connectivity, creates an awesome powerhouse going forward that we’re just excited as we can be about uh, being able to participate in.

When you think about the combination of technology that’s required for the Internet of Things beyond the growth that we see in smart phones and tablets today, you know there’s really a few elements of that: there’s the sensors, which, you know, frankly, with your sensor product capability we have to understand how that will fit in overall Internet of Things going forward but there’s other sources of sensor technology. There’s the computing, which is basically the microcontroller, which you’ve gotta have the fundamental capability associated with. And then you’ve got the connectivity piece which we both have some technology that we can bring together. And then the security where NXP has historically been a true leader associated with device security. And bringing that to our customers to be able to provide a total solution is really about what we’re focused on – how we can bring secure connections.

Now, we’re trying to do that in a focus for the investor community so that it’ll be simple, so secure connections for the smarter world. But just as important is the network processing in the HPRF business, or the, R, uh, RF power business, so the importance of those is, is providing the infrastructure and the capability to be able to support the infrastructure for the connected devices. You know, from a company viewpoint, you know, NXP has been built around a culture of outgrowing the industry by at least 2x, so we want to be sure we’re growing at least 2x faster than the overall semiconductor industry at what we can believe to be top tier profitability, so kinda 25, 26 percent EBIT margins to be able to be sure that we can deliver the returns for our shareholders but also that we can generate the funds to be able to make the R&D investments to be able to sustain the growth rate going forward. You know, the combination just puts us in an awesome position – you know, the fourteenth largest non-memory semiconductor

company with NXP today, Freescale at eighteen, coming together to be the fourth largest semiconductor company and also growing faster than anyone in front of us. So, basically an opportunity to continue to grow and create solutions for our customers that make a difference. And so really bringing the opportunity to have people contribute to creating the industry powerhouse associated with addressing the semiconductor growth going forward. Can’t be more excited about that – you know, it’s awesome opportunity.

Clearly, you know, people are concerned about, you know, what this means for them because we talked about line of sight for a half billion dollars of synergies, but a lot of that’s not associated with people. You know, it’s tools, maybe driving CAD tool costs down somewhat. It’s the ability to have more buying power as we buy wafers, but there are some support functions that it will have an effect on. You know our intent is, is that we want to be sure in creating the industry powerhouse we have the best resources, the best people focused on that, so it’s kind of a jump ball for the best athlete where we have the opportunity. There’ll be some organizations clearly that’ll be one side or the other depending on the skill set and the capability. But what the real opportunity is, is to bring all of our teams together, all of our people together to really focus on the solutions for the customer, or as we like to say at NXP, you know, a customer focused passion to win.

You know that’s what it’s gotta be about is, how we can win in the marketplace, how we can drive those results, the ability to bring your capability, and the capability that Freescale has done a great job of showing results, you know Gregg and the team have done a outstanding job for the last couple years making significant progress. With the results that NXP has been able to accomplish over the last few years – just to put in perspective NXP outgrew the industry, we grew at our HPMS business at nineteen percent in 2014 and the industry was maybe six or seven, so you know maybe 3x the growth of the industry. So that’s the exciting part is how we can bring that together to really create a powerhouse moving forward.

You know, Austin will continue to be a very important site in the combined company. Our approach is, is how we bring the best resources of technology together to be able to drive solutions for a customer. And not just Austin, but all of the key skills around the U.S. and around the world that again bringing those skills together with NXP and Freescale combine to emerge as a powerhouse is the key.

Um, you know factories, some question on what does it mean for factories. You know, factory utilization is high in the NXP facilities as well as the Freescale facilities so we don’t see any factory shutdowns associated with this, associated with the transaction, it’s more about how we can continue to reduce cycle time and continue to improve performance and raise the bar on our overall performance and work together to be able to drive that.

So, again, it’s a pleasure for me to be coming back home to Texas. I grew up and lived in Texas all my life until I left TI kind of in the uh, in ‘96 but a long experience and long um history at TI before that and then done a number of things since then. But uh really excited about the opportunity to think about the future and how we can truly create the industry powerhouse in being able to address our customer solutions and move forward to be able to create a great company going forward.

So thanks a lot, look forward to it. Relative to questions that haven’t been addressed, there is a website that’ll be set up and we’ll be able to provide questions and feedback to you as that takes place. As I think



2

it’s important Gregg emphasized at the town hall and we’re emphasizing for the NXP team, until we close the transaction it’s all about continuing to focus on driving our results near term. It’s about delighting our customers and being sure we meet our financial objectives that we have and continuing to gain market share. So that’s really critical for all of us to think about, we’ll have the integration teams that will be doing some work, there’s legal guidelines that will be on the website associated with that. But please be sure that if you have any concerns or questions at all you get that in. We’ll try to be sure that all those answers are taken care of between Gregg and myself and, and all of the people that’ll be involved in trying to support you. So thanks for your interest and we’re looking forward to having a great company that can really drive results going forward.

Thank you.

[Betterway]

tja, und ein leichter Anstieg heute. Würde so gerne nachlegen, naja, mal sehn ! Ich warte erstmal die Zahlen von Tencent ab, mein größtes Zugpferd, 18 März, dann seh ich weiter ! Gruß B.

[Betterway]

Ich bin total begeistert, von diesem Unternehmen:

NXP and CardsMobile Extend Secure Mobile Payments in Russia
March 05, 2015

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Moscow, St Petersburg and Yekaterinburg Transformed into Smart Cities with Secure Mobile Payments

Eindhoven, Netherlands, March 05, 2015: NXP Semiconductors N.V. (Nasdaq: NXPI) today announced that it is collaborating with CardsMobile, an investment project of iFree Ventures, to securely connect a vast network of mobile payment services – including the transport systems in Moscow, St Petersburg and Yekaterinburg; retailers and restaurants – to create an ecosystem of innovative, secure Smart Cities in Russia.

Available immediately the new mobile wallet, named ‘The Wallet’, from CardsMobile is powered by NXP MIFARE® and the NXP PN65T near field communication (NFC) mobile transaction solution. The Wallet allows consumers to download their credit, loyalty and travel cards to an in-device smartphone wallet application. The smartphone can then be swiped across point of sale and ticketing terminals for instant payment in tens of thousands of stores, restaurants, train stations, buses and trams across Russia.

By joining forces with NXP, the leader in secure IC solutions, CardsMobile is taking a significant step in transforming Russian cities to secure, convenient and smart mobile payment hubs. Secure payments on mobile devices provide consumers with convenient, easy-to-use payment options that no longer rely on a physical wallet full of plastic cards – with the added benefit of reducing lengthy queues that are commonplace at payment points and ticketing desks across Russia.

“Today we are one step closer to replacing the traditional wallet in Russia with a secure, smart application that allows customers to replace cash, coins and plastic cards with a mobile smartphone payment application,’’ said Kirill Gorynya, CEO and co-owner of CardsMobile. “Secure, connected cities are no longer a vision in Russia – they are a smartphone-enabled reality simplifying the daily lives of consumers. We are excited to join the ranks of Apple Pay in changing the future of payments around the world.”

“NXP is delighted to work with an innovative company such as CardsMobile to create a ground-breaking, secure mobile payments infrastructure across Russia’s major cities,” said Jeff Miles, vice president, business development, NXP Semiconductors. “Our collaboration with CardsMobile is built upon NXP’s long-time expertise and leading position in secure mobile payments, as well as our experience in key market segments such as banking, public transport and mobile transactions.”

NXP is the industry’s only provider of a complete identification and transit ticketing solution, from low end ticketing to high-end secure microcontroller platforms and corresponding reader ICs and SAMs. Transportation and Ticketing Smart Cards and ICs, a report from ABI Research, confirmed NXP as the global leader in the implementation and innovation, with a global transport ticketing market share of 77%. Globally, over 1 billion units of secure NXP elements support mobile payments and bank cards, access management schemes, mass transit infrastructures, device authentication, and eGoverment solutions such as ePassports, driver licenses, national ID and health cards.The Wallet will be available on more than 40 smartphones, including HTC, Philips and Sony models. The Wallet is available either pre-loaded on smartphones at point of purchase; in Q2 of 2015 it can also be downloaded from GooglePlay.

Im neuen Spiegel: " Die Weltregierung, wie Silicon Valley unsere Zukunft steuert ", lesen !! Gruß B.

[Betterway]

Antwort auf Beitrag Nr.: 49.246.406 von ernestof am 05.03.15 11:20:53

Hat mich heute schon imens gejuckt, nochmal nachzulegen. Werde es Montag defititiv tun und noch ein wenig umschichten. Gewinn mitnehmen, kann kein Fehler sein. Mein Bauchgefühl sagt, da geht dieses Jahr noch was !!


Rationale for the Freescale–NXP merger
Market Realist
By Brent Nyitray, CFA, MBA 8 minutes ago

The Freescale–NXP merger: An arbitrageur's take on the deal (Part 3 of 12)

(Continued from Part 2)
This deal is about the future of the automobile

The Freescale–NXP merger is a bet on the future of the automobile, as it increases its connectivity and automation. Freescale Semiconductor (FSL) and NXP Semiconductors (NXPI) build chips for smart cars, keyless entry, entertainment, and auto parts.

As we’ve seen over the past several years, automobile makers have been taking huge steps forward in technology. And, we’re becoming accustomed to fully connected automobiles, and even cars that park themselves. The fully automated vehicle is a concept that’s on the horizon, and the new NXP will be a large part of it. The companies expect ample opportunities for cross-selling.

The two companies largely have a complementary portfolio of products

The pro forma combination of NXP and FSL will have annual revenue of approximately $11 billion, over 85% of which will be made up of high-performance mixed-signal products. NXP anticipates that the combined company will grow at 1.5x the rate of the overall semiconductor market. Geographically, Freescale has a large footprint in the US, while Netherlands-based NXP has a large footprint in Europe. Both companies are strong in China.
Synergies

The transaction is expected to deliver $200 million in synergies in the first year, eventually reaching a $500 million annual run rate. The companies gave no specific timeline for reaching the $500 million. And though the companies expect to achieve some revenue synergies in the future, they’re not counted in the $500 million. Both companies are operating at high utilization rates, so this isn’t a merger driven by manufacturing rationalization.
Other merger arbitrage resources

Other important merger spreads include the Hospira–Pfizer deal. The Hospira (HSP) and Pfizer (PFE) merger is also set to close in 2H15. For a primer on risk arbitrage investing, read Merger arbitrage must-knows: A key guide for investors.

Investors who are interested in trading in the semiconductor sector should look at the Market Vectors Semiconductor ETF (SMH).

Aus Yahoo - finance, von heute. Gruß B.

[ernestof]

Antwort auf Beitrag Nr.: 49.246.019 von ernestof am 05.03.15 10:51:45

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