My comment..Any future JV. by either NEC or Kyocera will be a licensing no-brainer for InterDigital.
According to Mawston, companies that may be vulnerable to a merger or acquisition in the near term include Japan's NEC Corp. (6701.TO) and Kyocera Corp. (6971.TO), which are both struggling in their mobile phone business due to stiff competition and pricing pressures.
But Masumi Sakurai, a spokeswoman for Kyocera, said the company has no concrete plans for a merger or a new relationship with other companies.
At NEC, "there is no specific talks going on," spokeswoman Diane Foley said. "But NEC is always looking into any kind of possible alliance," she said, declining to comment further.
Companies that may be on the look out for acquisitions may include U.S.-based Motorola with its hefty net cash balance of $10.5 billion, said Mawston. China's Huawei Technologies Co. (HWI.YY) and Ningbo Bird Co. (600130.SH) are also players "ambitiously on the look out to expand their operations," he said.
Officials at Motorola, Huawei and Ningbo Bird couldn't immediately be reached for comment.