The personal computer is no longer in the spotlight of the chipset industry. Now it's all about mobile phones, not because the phones are the largest market, but because they are the fastest growing market. Texas Instruments is uniquely positioned to take advantage of the trend; it's long been narrowing its focus on chipsets for mobile handsets and other wireless devices. Analysts estimate TI holds about two-thirds of the wireless chipset market, but company executives say half of all cellphones sold contain a TI chip. That's refreshing considering company executives usually claim the larger figure.
For more on TI and the chipset trend:
- see this article from Morningstar.com