Intersil, Micrel, Fairchild, IDT, Microsemi, Power Integrations will die to lack of enough integration to compete with TI, costs too high to compete with Asian suppliers.
Maxim and Analog Devices will merge or die, or merge and fail to integrate the cultures. On the other hand, the TI/Nat Semi merger was very well executed, so hopefully MaxADI will be a good competitor to TI "The Borg".
Atmel and Microchip will decline unless they completely scrap their 8-/16-bit stuff (which can't compete with the likes of Holtek, let alone no-name Chinese copies, on price for the volume markets) and accept that the future is ARM for emerging (14 to 24 year old) developers/hobbyists, and invest in same. That means a one-time major restructuring with massive layoffs, timed so the same financial year covers the kill stage and some good story at the end. Also, design last time buys carefully spread over years so as not to piss off the faithful engineers that design 'em in. Oh, and stop spending money on the discrete analog lines (MCHP particularly), but use the cores as value add to the ARM systems-on-a-chip. And no, the days of value-pricing those features are gone - the features win you the socket now, they don't get you the high margin.