TI blamed the disappointing progress on lower demand for its wireless products, a category that includes chips for managing radio signals but also the high-profile OMAP line of mobile processors.
Digging deeper into the shortfall, OMAP turns out to be the biggest contributor to this weakness. TI saw a bunch of new OMAP-based smartphones and tablets introduced in the fourth quarter, and many of these simply didn't catch on with consumers the way they were supposed to. In the more politically correct words of TI spokesman Ron Slaymaker, TI's customers "are now rationalizing both their expectations for ongoing demand, as well as the associated inventory."
Some would pin this on the Amazon.com
That may be part of the problem, but it isn't the whole story. The Kindle Fire is a tablet; Slaymaker said that the OMAP weakness applied to the smartphone segment about equally. The most important OMAP-powered smartphones launched late in 2011 were the Droid Bionic and Droid RAZR -- a pair of Motorola Mobility
Smartphones and tablets form a truly exciting market, but it's not always easy to find the winners in the mobile computing boom. Luckily, The Fool has done the homework for you: Check out these three hidden winners of the iPhone, iPad, and Android revolution in a special report penned by our finest analysts. It's free but only for a limited time, so grab your copy right away.
Fool contributor Anders Bylund holds no position in any of the companies mentioned. Motley Fool newsletter services have recommended buying shares of Amazon.com. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinion, but we all believe that considering a diverse range of insights makes us better investors. Check out Anders' holdings and bio, or follow him on Twitter and Google+. We have a disclosure policy.