This week, yet another potential piece of the puzzle has potentially made itself available. Texas Instruments has announced the restructuring of the company to move away from the ultra competitive smartphone SoC market to focus on the more "profitable" vehicle and home appliance market. This also means they could possibly part ways with their OMAP ARM CPU program.
Texas Instruments has also been a leader in terms of open sourcing the software related to their hardware in comparison to competitors Qualcomm, Nvidia and Samsung. This was part of the reason that TI was chosen for the Galaxy Nexus. This makes the case for a Google acquisition even stronger.
A report from the New York times suggests that production of the OMAP 5 Cortex-A15 chips is too far along to be affect by the restructuring but does leave future questions about products that were further down the pipeline.
At this point, an acquisition of the OMAP division fits incredibly well with Google's plans not to mention that it could get even more interesting from an integration point of view as well as an Intellectual Property/Patent point of view.
In the end, I would not be surprised of Google does make move for the OMAP program but I would advise Google to tread lightly. Vertical integration isn't how Android became what it is today. OEM innovation has been as important to the proliferation of Android as the improvements made with every new major software iteration. Another step towards a total vertical integration would potentially scare off even the most loyal Android OEMs.
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