
According to the Marc De Jong of senior vice president of NXP Semiconductors, become the investor of illicit collect equity of NXP Semiconductors new host recently, it is the NXP Semiconductors that in typical semiconductor cycle the middle buys, its NXP equity amounts to affirmatory hold 7 years time. Marc De Jong still is the career department manager of NXP. He expresses, the new host of NXP -- by Kohlberg Kravis Roberts Amp; Co. (KKR) , Silver Lake Partners, Bain Capital, Apax and a financial group that AlpInvest Partners forms, "Have deep love for semiconductor industry, and fly 5 years recently benefit riverside (the manner that Philips Electronics) serves semiconductor industry is not such. " when be being sold in NXP, the photograph of parent company Royal Philips Electronics that people feels company of illicit collect equity and NXP are original is compared, the meeting is right profit margin more feeling hobby, and insufficient to the patience of long-term investment. Royal electron of flying benefit riverside (Royal Philips Electronics) still the equity of hold NXP19.9% . De Jong sees law just in time contrary. "New host understands the periodic characteristic of semiconductor industry very much, they are unlikely that pass on sells, unless they perceive semiconductor industry,had arrived periodic acme. " he returns a suggestion, company of illicit collect equity to NXP buy price " have very high market excessive price, the bade outclass market of 8.3 billion dollar foregoing anticipation. " he expresses, new host thinks research and development is reached at present produce can the investment of the respect is indispensable, urge processing layer to undertake " the key is bought " , with be in the area with at present weaker actual strength develops NXP business. De Jong expresses, invest in is advanced processing science and technology is affirmation, and he mentioned the job that has in Crolles place for many times a few days ago. By meaning law semiconductor, flying benefit Pu Hefei thinks of semiconductor blocking Er to held water in French Crolles 2002 Crolles 2 alliance, the target is right CMOS craft undertakes associated research and development and industrialization: Begin from node of 90 accept rice, will achieve 32 accept rice finally. De Jong is not willing to will publish a comment to afore-mentioned allied strategy to NXP. The presiding apparitor Frans Van Houten of NXP is accepting when interviewing, express: "We are opposite at present Crolles 2 alliance undertakes assessment. " he expresses, whether farther continuance this are allied " it is the decision that we need to be made before the end of the year " . But, de Jong also emphasizes pointing out, what new processing layer still needs to face other difficulty is decision-making, in order to ensure dedicated mix in recreation of communication of mobile phone platform, near field, car at this company the advantage of the growth such as domestic network and recreation area.
据NXP Semiconductors的高级副总裁Marc de Jong,比来成为NXP Semiconductors新主人的私募股权投资者,是在典型的半导体周期中段收买的NXP Semiconductors,并承诺持有其NXP股权达七年时候。
Marc de Jong仍是NXP的事业部司理。他暗示,NXP的新主人——由Kohlberg Kravis Roberts amp; Co. (KKR)、Silver Lake Partners、Bain Capital、Apax和AlpInvest Partners组成的一个财团,“酷爱半导体工业,而比来五年飞利浦(Philips Electronics)看待半导体工业的立场则不是如许。”
在NXP被销售时,人们感受私募股权公司与NXP本来的母公司Royal Philips Electronics比拟,会对本钱率更感爱好,而对于长期投资的耐心不足。皇家飞利浦电子(Royal Philips Electronics)仍持有NXP19.9%的股权。
De Jong观点则正好相反。“新主人很是理解半导体工业的周期性特点,它们不太可能转手卖掉,除非它们感受半导体工业已经到了周期的极点。”他还暗示,私募股权公司对于NXP的收买价“存在很是高的市场溢价,83亿美元的出价远高于市场先前的预期。”
他暗示,新主人今朝认为研发及产能方面的投资必不成少,并催促治理层进行“重点收买”,以在NXP今朝实力较弱的区域成长营业。de Jong暗示,投资于前进前辈措置科技是必然的,而且日前他屡次提到了在Crolles所进行的工作。
Crolles 2联盟是由意法半导体、飞利浦和飞思卡尔半导体于2002年在法国Crolles成立的,方针是对CMOS工艺进行连系研发和工业化:从90纳米节点起头,最终将达到32纳米。 De Jong不肯意对NXP未来对于上述联盟的策略颁发评论。
NXP的首席执行官Frans van Houten在接管采访时暗示:“咱们今朝正在对Crolles 2联盟进行评估。”他暗示,是否进一步延续该联盟“是咱们需要在年末前作出的抉择”。
可是,De Jong也强调指出,新的治理层还需要面临其它困难的抉择计划,以确保专注于该公司在手机平台、近场通信、汽车娱乐和家庭收集及娱乐等增添型区域的劣势。
发布日期:2009-8-4 【返回】