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Amazon Web Services has boosted revenues 70% while increasing market share to 39%. In almost everything it touches Amazon is feeding the great acceleration more than any company out there. Amazon has proved growing assets/value is more important than profits and its stock price proves the market agrees(they even have a vastly different financial structure). They are now starting to handle their own shipping with truck fleets and aircraft and we can expect Amazon will change logistics the way they have changed everything else. Amazon, more than any other company is built on trust for they free manufacturers to do just what they are good at and almost nothing else. Amazon is not only a large consumer of the latest technologies, but a leader in utilizing and polishing the latest technologies in everything from finance to logistics not only of physical objects, but information with AWS. Amazon may not make semiconductors, but will have a profound impact on their use and evolution in everything from robotics to data centers. For anyone in the semi industry to not keep a close eye on Amazon is to be partially blind. Amazon has and currently is showing the way to the future. It will be interesting to see what they come up with next and what new uses they will come up with for the semi sector. I would like to see Amazon tackle education and medical next. Amazon moves with speed and ferocity into any endeavor they enter and when they succeed it's a market leading scale. No matter what field your in, to ignore Amazon is at your own peril.
Amazon Lab126 is an inventive research and development company that designs and engineers high-profile consumer electronic devices. Lab126 began in 2004 as a subsidiary of Amazon.com. Since then, we have worked to produce hardware and software for devices like Fire tablets, Kindle Voyage, Amazon Fire TV, and Amazon Echo.
Amazon also purchased Annapurna Labs:
Annapurna Labs is an Israel-based microelectronics company that was acquired by Amazon.com for its Amazon Web Services division, reputedly for US$350–370M in January 2015.[SUP][1][/SUP][SUP][2][/SUP]
Annapurna Labs is owned by Avigdor Willenz with other investors including British chip designer ARM Holdings and venture capital firm Walden International. Board members include Lip-Bu Tan, the CEO of both Walden International and Cadence Design Systems.[SUP][3] [/SUP]
In my opinion this is the next transformation of the semiconductor industry. We went from IDMs to Fabless and now it is the Systems companies that will drive semiconductor design and manufacturing, absolutely.
>> it is the Systems companies that will drive semiconductor design and manufacturing, absolutely.
I wonder if that is something that will happen accross the economy, where the "system" companies with their key asset of owning the end customer drive everything. So we see it with netflix defining the content chain. We see it with UBER - they have full power over drivers, cities, and if they fully scale probably over automotive companies, and i'm sure Amazon, by changing the structure of the market(fulfillment services, kindle, etc) did the same for many industries.
In my opinion this is the next transformation of the semiconductor industry. We went from IDMs to Fabless and now it is the Systems companies that will drive semiconductor design and manufacturing, absolutely.
"Second, fabless system company. We now see a new breed of fabless system companies coming to join the plate of semiconductor product innovations. With the enhanced SoC integration and systems software and hardware integration, new usage models with brand new markets are opening up for the semiconductor industry. We have been working with these fabless system companies for several years."
"fabless system company" throws some shade on Samsung???
One thing I have learned about TSMC over the years is that collaboration is part of their DNA. No other foundry has that. Sure, we all collaborate but it is not necessarily part of our DNA. ARM is the other master collaborator in the fabless semiconductor ecosystem.
