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On July 1, Daniel Nenni posted his thoughts on the impact of Brexit (the vote by the UK to leave the European Union) on semiconductors. In general I agree with his points. Below is my take on the issue.
The long term impact of Brexit is uncertain. The UK will likely negotiate a trade agreement with the EU which includes free trade between… Read More
The global semiconductor market has been on a decline (three-month-average change versus a year ago) since July 2015 according to World Semiconductor Trade Statistics (WSTS). Although numerous factors affect the semiconductor market (capacity and utilization, prices, inventory levels) in the near term, the long term growth… Read More
Several recent forecasts for the 2016 semiconductor market point to a decline. The title of this post is the same as we used for in October 2015. In October, Semiconductor Intelligence projected the market would grow 1.0% in 2015 despite several predictions of the market going negative. 2015 finished with a slight 0.2% decline.… Read More
The outlook for semiconductor capital expenditures (capex) in 2016 is weak. Gartner’s January 2016 forecast called for a decline of 4.7%. IC Insights in February projected a 0.8% decline. The table below shows the Gartner forecast along with the capex forecasts from the top three spenders (Intel, Samsung and TSMC) which… Read More
Japan emerged as the largest supplier of consumer electronics in the 1980s. The Japan surge was driven by lower cost labor than in the U.S. and Europe as well as innovative products from companies such as Sony, Toshiba and Panasonic (formerly Matsushita). By the 1990s much consumer electronics production shifted to South Korea… Read More
The 2015 semiconductor market finished with a 0.2% decline from 2014, according to World Semiconductor Trade Statistics (WSTS). Optimists will round this to flat with 2014. The flat 2015 follows healthy 9.9% growth in 2014. Going into 2015, forecasts were in the range of 3% to 11%. We at Semiconductor Intelligence were at the high… Read More
CES 2016 last week in Las Vegas was a huge success. Over 3800 exhibitors occupied over 2.47 million square feet. Attendance was over 170,000 including 50,000 from outside the U.S. CES (previously Consumer Electronics Show) was put on by the Consumer Technology Association (CTA, previously the Consumer Electronics Association).… Read More
Monday, January 4, 2016, Las Vegas, Nevada
Today I attended CES Unveiled, which offers a sneak peak at some of the new products being introduced at International CES 2016. The Internet of Things (IoT) has been hyped as a key driver of electronics market growth over the next few years. There were plenty of examples at CES Unveiled. … Read More
Shipments of semiconductor wafer fab equipment are expected to grow 2.5% in 2016 after 0.5% growth in 2015 according to the December forecast from Semiconductor Equipment and Materials International (SEMI). Gartner is more pessimistic, with its October forecast calling for fab equipment to decline 0.5% in 2015 and drop 2.5%… Read More
Last week ON Semiconductor announced it had agreed to acquire Fairchild Semiconductor for $2.4 billion. The combined company will be a major player in power analog and power discretes. It also combines two companies with ties to the beginning of the semiconductor industry.
Fairchild Semiconductor was founded in 1957 when eight… Read More
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Will 50% of New High Performance Computing (HPC) Chip Designs be Multi-Die in 2025?