Counterpoint on Corephotonics Acquisition by Samsung

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Counterpoint Research publishes its analysis of Corephotonics acquisition by Samsung:

"We expect Samsung to use Corephotonics as a Strategic Business Unit (SBU) rather than purely as a captive supplier of R&D for its own smartphones.

Samsung doesn’t have a good track record managing its acquisitions. It will likely keep Corephotonics somewhat independent like Bixby, but with the risk of losing core talent. If that happens Corephotonics will likely lose its competitive edge in as little as 12 months.

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