Without more information here, it's hard to parse exactly what integration Jefferies is referring to. However, the use of specialized high-end designs to either eliminate or integrate components is pretty much the exact value proposition Jason Rhode referred to. It's also the same key advantage I cited in my buy recommendation: Cirrus not only provides a great product that saves space and power, but does it in a cost-effective manner. That's the kind of advantage you need when competing with giants like Texas Instruments (NYSE: TXN), who will always have a scale advantage and bigger sales force.