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Later in this month (Jan 20 - Jan 29) there will be free seminars for those who purchase IC Insight's McClean report.
The details can be looked at - Seminars and Webcasts | IC Insights
What it foretells is -
The semiconductor cycle reversal which started in 2013 will continue and the upturn will gain momentum in 2015. It will have excellent correlation coefficient with world wide GDP growth over next several years. In the seminar, this will be explained
with many facts and trends.
Pawan, As an investor/researcher, I agree with you completely. Mems being able to take the place of many devices at a small fraction of the cost with better performance, using less space and a fraction of the power have many markets left to not only take over, but vastly expand. Semis have already started to take over lighting and will start displacing labs, lowing the cost of research, medical and testing dramatically. We are already seeing this in genetic mapping with Illumina. Just look at the use of semis in cars for everything from engine control to tire monitors to GPS. There are many markets left for semis to displace many devices and create entirely new markets that are only limited by the imagination. Robotics is just in its infancy and underwater robots offer the opportunity to tap the oceans for everything from natural resources to food. This will also allow for underwater turbines that run 24/7 in currents off the coasts. It is the social ramifications that we will have to learn to deal with that's going to be a challenge that we must meet. Mems and processing power getting far better and far cheaper offer mankind opportunities undreamed of just a decade ago. The future is bright if we have the wisdom to use the new resources in everything coming our way.
Great insight Arthur! Yes, MEMS will come in big way, connecting and automating many thing between mechanical, electrical, environment... What we have seen thus far may be just tip of iceberg.
Semiconductor industry is seen to be major force in facilitating automation and bringing things to affordable prices. Imagine such a high capital intensive industry bring down the prices of electronics for every pocket to afford. That's where the momentum lies. Like super computers to Smartphones, and many other as you mentioned, we are going to see robots everywhere!!
Pawan, I just ran across this link and it shows the very early stages of the cross between 3D printing and electronics. Soon the electronics will be printed directly into the object and have a printed socket to allow for the easy addition of sophisticated chips, sensors, displays and touch interfaces. Also we will see batteries and solar panels printed or sockets set aside. The intersection of a greater number of technologies of all types is already taking place at a quickly accelerating rate.
Pawan, The following areas have the potential to grow 20% plus for many years
Robotics, under water, factory, home, farming, security
3D printing, cheap, fast prototyping, medical devices, bone replacement and braces of all types, dental, spare parts in all industries, specialized products which are now not economical, bio printing of new organs
Mems, we are in the very early stages of them permeating our entire existence
2D composite materials offering structural, electrical and light handling characteristics that will open whole new fields
Semis tied into our nerve structure, we already have made blind see and deaf hear with devices made using semi technology
This is just a partial list of the upcoming semiconductor world and related technologies that will greatly expand our world from so many angles we have to develop new social, financial and business structures to keep up.
Yes, the sectors will gain momentum with need and affordability. It may happen one-by-one as things become affordable, society sees the potential of those and starts feeling the need. The beauty of semiconductor industry is that it makes things affordable and gets things into the hands of masses.
I remember during my academic days, before mobile phones came into existence, we were studying and researching on the cellular phone architectures, there transmitter / receiver zones, how those should work, .... And in that we also had to assess the need and the consensus was that they will be used by police, VIPs, and security personnel who need to communicate on the move. Initially, mobile phones actually were affordable for a small percentage of population. See today, at least I had not imagined at that time about such a large scale proliferation of mobile phones. I give credit of that to semiconductor industry which made it possible to put mobile phones in the hands of masses. And once the larger society realized its potential, it became a need like food! Same with internet. Today I am convinced as you have stated, there will be large scale growth, we may call it IoT related, in semiconductors and through semiconductors.
