Subj : Weekly nodelist report on noteworthy changes (238)
To   : Richard Menedetter
From : Michiel van der Vlist
Date : Fri Sep 02 2022 13:27:26

Hello Richard,

On Friday September 02 2022 07:52, you wrote to me:

 RM>>> PS: It is an indication that they do not get the components any
 RM>>> more, and want to continue selling devices, so they cut out ISDN
 MV>> Isn't that a reverse chicken and egg problem?

 RM> Nope

You don't think that since AVM dropped support for ISDN on some of their models that customers will replace their remaining ISDN equipement and that will lead to a reduction in demand, etc, etc?

 MV>> Chip makers are no longer interested in producing ISDN chip as
 MV>> they see it as technology on the way out.

 RM> Chip makers will manufacture chips as long as they make a profit.

Yes...

 RM> And there was demand and there also was supply.

Would you not say that because many Telcos dropped ISDN, there was a dramatic drop in demand for ISDN equipment?

 RM> (not much of either, but enough for AVM or Elcon to produce products
 RM> with it.)

OK...

 RM> The issue is the fab part.
 RM> TSMC, SMIC and others have not enough capacity to produce all the
 RM> chips that they are asked to produce. And in that situation the car
 RM> chips and ISDN chips are not high prio.

I question the "not high prio" for car chips. There is an overwhelming demand and lots of money goes around in the car industry.

 RM> When this returns to normal, they might start to produce ISDN products
 RM> again. (only for Germany, there is no demand anywhere else for that.)

I doubt it. But we will see...


Cheers, Michiel

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