The latest one on the block was Nortel....! Well, I feel the FIVE major players in the Wireless Industry are...
Semiconductor Industry -> The likes of NXP,ST,EMP (i.e ST-E) , TI, Broadcom(?) etc
Handset Manufacturers (OEM/ODM) -> Compal,Quanta, Nokia, Sony Ericsson etc
Handset Enablers! -> Symbian(Nokia), Android(Google), Windows Mobile (Microsoft)
Network Manufacturers ->Siemens,Nokia,Nortel, ( Nokia-Seimens), Alcatel,Lucent (ALU), Huawei
Network Operators -> Vodafone,T-Mobile, Airtel etc and
of course, how can we ignore the subscribers ( Like you and me!!) who keep all the above 5 guessing!!!!
Who would have imagined so many JVs/take-overs/mergers in this Industry alone. Will someone swallow Motorola ( At least the Handset group) OR will Sanjay show us some Magic!!
Have the M&As helped the new entities become profitable?
It would be interesting to see the HHI ( Herfindahl Hirschman Index) which is considered to be a good indicator of healthy competition within a country. In India, the HHI for the Operators is around 0.2. Not bad I guess. (0.15 to 0.17 is the best!)
