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CIBC-Oppenheimer chip analyst Allan Mishan has a note out yesterday on Texas Instruments (TXN), which I relate by way of Briefing.com, in which Mishan says conversations with TI management at CIBC’s semiconductor summit conference confirm fears TI is losing some share of the chip business at various cell phone makers.

In addition to Nokia (NOK) saying they will use some chips from Germany’s Infineon (IFX) in cheap phones, which would supposedly come at TI’s expense, Mishan says TI could lose some additional parts contracts at Nokia as well as some at the Sony-Ericsson joint venture of Sony (SNE) and LM Ericsson (ERIC). They may start to replace TI parts with those of Geneva-based STMicroelectronics (STM), and at LG Electronics [LGERF.PK], where Qualcomm (QCOM) may push TI aside.

On the plus side, TI may say orders are looking good following decent quarterly results last week from competitor Analog Devices (ADI).

TI shares yesterday closed down 1.37% at $31.77. The stock is up 10% this year and 7% in the last 12 months.

Previously:
Qualcomm To Benefit From New Phone Chip Deals; Research in Motion Still the Smart Phone Champ, Feb. 20, 2007

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