SoC it to Zigbee

Chipcon has drawn first blood in the single-chip Zigbee wars. This small Norwegian company is besting RF powerhouses like Freescale in this space by focusing and delivering. It only remains to be seen if the market shows up on time for such a small player who is fully dependent on only a handful of products.

Based on my experience with the company, I would expect this trend of executing on plan to continue and that they will either be the CSR of the Zigbee world or be acquired by one of the broad-line semi suppliers, likely a European company such as STM, Philips, or Infineon, though the latter path could be impeded by Chipcon's inflated estimate of their street price.