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Internet of Things and wireless networks are expected to grow the fastest through 2018.
The total production value of electronic systems is projected to increase 5% in 2014 to $1.49 trillion and climb to about $1.82 trillion in 2018, which represents a compound annual growth rate (CAGR) of 5.2% from $1.41 trillion in 2013, according to IC Insights’ new 2015 edition of IC Market Drivers—A Study of Emerging and Major End-Use Applications Fueling Demand for Integrated Circuits. The new 480-page report shows cellphones extending their lead over standard personal computers (desktops and notebooks) as the largest electronic systems market in 2014 after overtaking PCs for the first time in 2013. The report also shows the cellphone market extending its lead as the largest end-use IC application in 2014, accounting for 25% of total integrated circuit sales in 2014 versus standard PCs representing 21%.
The phone will no longer be just a phone, but our key processor, memory and key and monitor to everything. TSM's edge over Intel is in the variety of chips and ecosystems it supports. Wintel will slowly slip unless radical changes are made and made shortly.
The phone will no longer be just a phone, but our key processor, memory and key and monitor to everything. TSM's edge over Intel is in the variety of chips and ecosystems it supports. Wintel will slowly slip unless radical changes are made and made shortly.
I fully agree. Anyway, to be fair, standard PCs + servers is still above (let's say at the same level) of the cellphones, and since their margin is higher, I do not see Intel really in trouble in the short period. What should really make the investors and probably also the employees worried is a lack of planning in the mobile market: too many words and promises and never a single achievement (next node will be better and bla bla...).
Let's wait and see.
First I started using my laptop less and my tablet more. Now I'm using my tablet less and my new iPhone 6 more since it is faster and has a bigger screen. My guess is that trend will continue as we add watches and fitness/health bands that use our phones. And as our cars and houses integrate more with our phones. So yes, I'm thinking it is all about the phones and of course the cloud servers that they connect to. But I agree with you both, Intel really has some adjusting to do. The fabless companies are moving really fast so anybody playing catchup will be in a losing race. Intel needs revolutionary technology not evolutionary?
Intel was founded on a single product, the DRAM memory chip using an NMOS process. As the Japanese and other American producers surpassed Intel in the DRAM market, Intel made the difficult decision to leave the DRAM product line in favor of growing their Microprocessor business. Now is certainly the time for Intel to compete in the top tiers of mobile and IoT, either through development, acquisition or as a foundry.
It is now a game of ecosystems and in mobile Intel is far behind. Qualcom, ARM and TSM combined with many others are going to be very hard to knock over for they are far more motivated and don't have a Wintel monopoly to fall back on.
