9.14.2005

A Mixed Bag

Motorola has reportedly disabled EDGE capability on some of their high-end phones due to defective RFICs supplied by RFMD.

On one hand, it is impressive that RFMD is selling into Motorola chips that likely could be made by Freescale (Motorola's semiconductor spinoff company). Years ago, not only was Moto only buying Motorola-designed RFICs, but they saw their RFIC design and architecture as a major differentiator.

On the other hand, with Mot cellphone market share increasing (and Ed Zander doing a bang up job bringing the company around), it's not wise to promise and not deliver on RFMD's part. Then again, I'm sure that this publicity will be enough to right whatever is wrong down in North Carolina and RFMD will be shipping fully compliant devices as ordered shortly.