Author Topic: Microchip to acquire Atmel - how do you feel about this?  (Read 37351 times)

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Offline benSTmax

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« Last Edit: January 22, 2016, 08:27:30 pm by benSTmax »
 

Offline XFDDesign

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #1 on: January 13, 2016, 03:24:43 pm »
Kind of expected this. Atmel has been running razor thin margins on their uC business so it wasn't sustainable in the long term.

I still wish my work got Atmel first. :(
 

Offline benSTmax

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #2 on: January 13, 2016, 04:08:42 pm »
And Dave's episode #448 may become a prophecy rather than a joke ...
https://youtu.be/HWlpqSrabKs
 

Offline mikeselectricstuff

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #3 on: January 13, 2016, 07:05:47 pm »
I think they should prefix all Atmel part numbers with PIC, just to piss off the fanboys.
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Offline MT

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #4 on: January 13, 2016, 07:12:39 pm »
Do the opposite not work equally well?
 

Online Ian.M

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #5 on: January 13, 2016, 07:20:10 pm »
Because the PIC community doesn't have the cross-over with the Arduino community that the Atmel/AVR community does, the proportion of rabid fanbois seems to be much lower.
 

Offline benSTmax

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #6 on: January 13, 2016, 08:39:22 pm »
I think they should prefix all Atmel part numbers with PIC, just to piss off the fanboys.
:-DD :-DD
... I never thought about this but I have to admit the fanboys will see red in front of their eyes if they will have to program a future "PICmega128"  :D
 

Offline dannyf

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #7 on: January 13, 2016, 08:43:02 pm »
The acquisition may not clear anti-trust concerns.

Unless the regulators deem both companies / 8-bit mcus so hopeless in competition vs. 32-bit chips that even the combined entity will not gain much power over their customers.

edit: from that perspective, if the deal is stopped on anti-trust basis, it would be a great piece of news for both atmel / microchip investors; if the fed offered its blessing, well, great for atmel investors, and terrible for microchip investors.
« Last Edit: January 13, 2016, 09:37:35 pm by dannyf »
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Offline XFDDesign

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #8 on: January 13, 2016, 09:28:49 pm »
The acquisition may not clear anti-trust concerns.

Unless the regulators deem both companies / 8-bit mcus so hopeless in competition vs. 32-bit chips that even the combined entity will not gain much power over their customers.

Take this as gossip as I cannot share my source...

But "a source" has pointed out that PIC is trying the buy so it can get a quick acquisition of an ARM product line. While I love the PIC32s, Microchip isn't thrilled with their performance as the industry loves the overly complex ARM parts.
 

Offline dannyf

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #9 on: January 13, 2016, 09:33:48 pm »
Quote
it can get a quick acquisition of an ARM product line.

I would be surprised by that - Microchip couldn't have been so stupid as to sign up an exclusive deal with mips. Buying Atmel to get ARM is too expensive than licensing it from ARM.

Quote
Microchip isn't thrilled with their performance

A couple years ago I was asked to look at a Microchip's presentation with investors when it should a survey on what people are working on for their next projects. PIC32 was right there in the top ranking, when compared vs. INDIVIDUAL ARM chips, :)

Microchip's PIC32 problems are exclusively theirs.
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Offline MT

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #10 on: January 13, 2016, 10:19:24 pm »
Quote
Microchip to acquire Atmel - how do you feel about this?
Well i use ST chips mainly so i dont feel anything!.

Take this as gossip as I cannot share my source...
But "a source" has pointed out that PIC is trying the buy so it can get a quick acquisition of an ARM product line.
That sounds quite desperate!
Quote
While I love the PIC32s, Microchip isn't thrilled with their performance as the industry loves the overly complex ARM parts.
ARM is not overly complex it's ST manuals who are partly crap and because of that i feel butthurt! :-BROKE
« Last Edit: January 13, 2016, 10:20:55 pm by MT »
 

Offline ajb

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #11 on: January 13, 2016, 10:44:28 pm »
Quote
it can get a quick acquisition of an ARM product line.

I would be surprised by that - Microchip couldn't have been so stupid as to sign up an exclusive deal with mips. Buying Atmel to get ARM is too expensive than licensing it from ARM.

If they were ONLY buying Atmel to get into ARM, sure, but Atmel is a lot more than that to Microchip.  They have a bunch of other product lines, and they're a direct competitor, so there's a lot of actual and strategic value to the acquisition.  Anyway Microchip have certainly attached a dollar value to getting Atmel's ready-made, already-on-the-market portfolio of ARM parts versus having to spin up their own ARM line from scratch, and that's certainly something that they're weighing.  Remember, it's not just the licensing cost to get an ARM line to market, it's the design and integration of all the peripherals, layout, validation, fabrication windup, marketing, and documentation, all of which have a capital cost as well as an opportunity cost in longer time-to-market.
 

Offline EEVblog

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #12 on: January 13, 2016, 11:17:38 pm »
And Dave's episode #448 may become a prophecy rather than a joke ...

The Force was strong with that prediction.
 

Offline mikeselectricstuff

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #13 on: January 14, 2016, 01:19:24 am »
The acquisition may not clear anti-trust concerns.
How would that be an issue - there are plenty of other MCU companies out there so nowhere near a monopoly situation.
 
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Online blueskull

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #14 on: January 14, 2016, 01:28:20 am »
The acquisition may not clear anti-trust concerns.
How would that be an issue - there are plenty of other MCU companies out there so nowhere near a monopoly situation.

If it forms monopoly or oligopoly naturally without human manipulation, why not let it be?
Everyone knows Intel is monopolying high end market, and yet they managed not to be tore down to small companies.
Oligopoly happens to Altera and Xilinx in FPGA market, NXP-Freescale and Renesas in automobile MCU market and more examples.
 

Offline coppice

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #15 on: January 14, 2016, 01:32:20 am »
The acquisition may not clear anti-trust concerns.
How would that be an issue - there are plenty of other MCU companies out there so nowhere near a monopoly situation.
Not only are there plenty of MCU suppliers, none have a dominant position. The biggest MCU supplier, Renesas, only has about 20% of the market, and the barriers to entry are fairly low by semiconductor standards. Microchip and Atmel aren't even the biggest MCU suppliers in their segments of the MCU business. The other things Microchip and Atmel make don't have such a big overlap as their MCUs. What possible anti-trust issues could there be?
 

Offline EEVblog

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #16 on: January 14, 2016, 01:43:08 am »
I think they should prefix all Atmel part numbers with PIC, just to piss off the fanboys.

+1
 

Online VK3DRB

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #17 on: January 14, 2016, 02:21:04 am »
It is not so bad if Microchip buys Atmel.

Microchip provides excellent service and support and tend to keep their ICs around forever. Atmel on the other hand has atrocious support (they don't bother answering emails) and provide warnings of products ceasing production as soon as a couple of weeks ahead (eg: The Qtouch debacle in 2008).

I program with both brands, and won't get into the technical pros and cons here. But as far as customer service and product availability is concerned, Microchip is a far better company. A buyout might be a big win for customers. Plus Microchip make some great peripheral ICs and power regulators.

If their micros start increasing a cost due to less competition, more players will enter the market over time. There is plenty of competition already out there in any case... .TI, ST, Cypress etc.

 

Offline benSTmax

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #18 on: January 15, 2016, 10:18:02 am »
... and as expected, Dialog won't raise Microchip's bid. I guess the Dialog shareholders are quite happy to see Atmel go away from them.

http://www.wsj.com/articles/dialog-semiconductor-declines-to-raise-bid-for-atmel-1452805166
http://www.bloomberg.com/news/articles/2016-01-14/dialog-signals-exit-from-atmel-bid-saying-it-won-t-raise-offer
« Last Edit: January 15, 2016, 10:22:30 am by benSTmax »
 

Offline EEVblog

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #19 on: January 15, 2016, 10:39:34 am »
I couldn't resist based on the thread title:
 

Offline benSTmax

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #20 on: January 15, 2016, 01:11:45 pm »
I couldn't resist based on the thread title:

+1   :popcorn:
 

Offline AndyC_772

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #21 on: January 15, 2016, 04:07:24 pm »
I think if it means a Cortex-M0 or M3 device with a CTMU, then it's a good thing  :-+

Offline benSTmax

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #22 on: January 15, 2016, 05:43:08 pm »
Being a user of micros from both of these companies, I have to admit some of the PIC peripherals are quite powerful.
Combine these with the Atmel micros and some really cool parts will emerge. The Atmel-only fanboys might get some gems ... but maybe prefixed with "PIC" for the part number  ;)
 

Online tom66

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #23 on: January 15, 2016, 06:15:55 pm »
The PIC16 architecture is getting a little silly, what with them now adding USB to a microcontroller that has only one working register and crazy paging rules. I wouldn't mind seeing a PIC16-style device (with all of the great PIC peripherals) but with an AVR single-cycle core at the heart & 16 working regs.
 

Offline benSTmax

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Re: Microchip to acquire Atmel - how do you feel about this?
« Reply #24 on: January 15, 2016, 07:00:36 pm »
The PIC16 architecture is getting a little silly, what with them now adding USB to a microcontroller that has only one working register and crazy paging rules. I wouldn't mind seeing a PIC16-style device (with all of the great PIC peripherals) but with an AVR single-cycle core at the heart & 16 working regs.
AVR CPU & PIC peripherals would be a top-notch 8-bit micro family.
 


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