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Q3 2015
Industry Highlights
Industry
News
Summary of Industry News
Consumer advocacy groups and major corporations like Dish Network are lining up against the Charter
Communications bid to acquire Time Warner Cable, a $55 billion deal that must be approved by the FCC.
This follows the FCC blocking Comcast’s acquisition of Time Warner earlier this summer.
Amazon introduced a new service for its fast-growing Amazon Web Services division for Internet of Things
(IoT) devices. Amazon rolled out the new service, which it is calling AWS IoT, at its annual AWS conference
in Las Vegas.
At Dreamforce, Salesforce announced a cloud service for Internet of Things (IoT) devices called IoT Cloud
powered by its Thunder processing engine; and IBM created a new Internet of Things group.
Chip industry consolidation continues. Here is a quick guide:
( Click here )Notable
M&A
Activity
Recent Merger and Acquisition Activity
Dell Inc., MSD Partners, L.P. and Silver Lake
to acquire
EMC Corporation (NYSE:EMC)
for approximately
$63.8 billion. This transaction when closed will be the largest in technology M&A history.
Western Digital Corporation
(NasdaqGS:WDC) to acquire
SanDisk Corp
. (NasdaqGS:SNDK) for $18.1 billion.
Mentor Graphics Corp. (NasdaqGS:MENT)
acquired
Calypto Design Systems, Inc
. from
Icon Ventures
.
Calypto provides technologies for ESL hardware design and RTL power optimization.
Microsoft Corporation (NasdaqGS:MSFT)
acquired
Adallom, Inc.
Adallom, Inc. operates as a cloud
application security company that provides cloud access security brokerage services.
CommScope Holding Company, Inc. (NasdaqGS:COMM)
acquired the Telecom, Enterprise and Wireless
business of
TE Connectivity Ltd. (NYSE:TEL)
for $3.06 billion.
CA, Inc. (NasdaqGS:CA)
acquired
Xceedium, Inc.
, a network security software company that provides
privileged identity management solutions for hybrid cloud enterprises.
Microchip Technology Inc. (NasdaqGS:MCHP)
acquired
Micrel Inc. (NasdaqGS:MCRL)
for $722 million.
Micrel designs, manufactures, and markets analog, mixed-signal, and digital semiconductor devices.
Google Inc. (NasdaqGS:GOOGL)
acquired
Pixate, Incorporated.
Pixate owns and operates a native mobile
application development platform for designers and developers.
Synopsys Inc. (NasdaqGS:SNPS)
acquired
Bluetooth Smart Intellectual Proporty (IP)
from
Silicon Vision
LLC.
Bluetooth Smart IP comprises wireless IP solutions for apps such as wearables, beacons, portable
health, smart homes and industrial that require on-chip wireless integration.
Knowles Corporation (NYSE:KN)
acquired
Audience, Inc. (NasdaqGS:ADNC)
for $84.8 million. Audience,
Inc. provides voice and audio solutions for mobile devices.
Capital
Markets
Summary
The McLean Group Customer Indices
Q2 2015
Q3 2015
YTD 2015
Large Cap Technology Index
1.7%
19.2%
27.5%
Consumer Platforms Index
(1.5%)
(12.8%)
16.4%
Software Index
(0.4%)
4.7%
3.1%
Cybersecurity Index
12.5%
15.0%
20.1%
Network Providers Index
3.4%
(1.7%)
(0.3%)
Devices and Hardware Index
(12.4%)
(0.9%)
(3.8%)
Semiconductors Index
(4.7%)
7.8%
23.3%
EDA and Semiconductor Index
3.0%
5.2%
(4.5%)
S&P 500
(0.2%)
5.0%
11.4%
Large Cap Technology Index:
BABA, AMZN, AAPL, CSCO, GOOGL, IBM, MSFT, ORCL;
Consumer Platforms Index:
EBAY, FB, LNKD, PCLN,, TWTR, YHOO, YELP;
Software Index:
ADBE, CA, CTXS, RHT, CRM, SAP, SWI, SAS, VMW;
Cybersecurity Index:
AVG, CUDA, CKP, FEYE, FTNT, PANW, SYMC, VDSI;
Network Providers
Index:
T, CMCS.A, DTV, DISH, S, TMUS, TWX, VZ;
Devices and Hardware Index:
OM:ERIC B, HPQ, JNPR, KOSE:A066570, MSI, NTAP, KOSE:A005930, ZBRA;
Semiconductors Index:
BRCM, NasdaqGS:CAVM, FSL, INTC, NVDA, QCOM, TXN, ENXTPA:STM;
EDA and Semiconductor IP Index:
LSE:ARM, CDNS, CEVA,
LSE:IMG, MENT, NasdaqGS:SNPS.
As of: 09/30/2015
Sources: S&P Capital IQ, industry newswires