UMC and SMIC 14nm, Too Little Too Late?

UMC and SMIC 14nm, Too Little Too Late?
by Daniel Nenni on 06-24-2015 at 1:00 am

Pretty much out of nowhere UMC let fly a press release about taping out a 14nm test chip with ARM and Synopsys IP which was quickly followed by an SMIC 14nm press release about a joint venture with Huawei, Qualcomm, and imec. It caught me a bit by surprise since I spent time with both UMC and SMIC at #52DAC and nothing was mentioned. Of course… Read More


Smartphones in Q1. Sammy Back On Top

Smartphones in Q1. Sammy Back On Top
by Paul McLellan on 05-04-2015 at 7:00 pm

Image RemovedBecause it is such a major impact on the semiconductor industry, being the largest and fastest growing market ever, I follow the ups and down of the mobile industry. So what happened in Q1?

Total shipments are up 2% to a record (for Q1) 440 million units but that is down 16% from Q4 which remains the biggest quarter ever.… Read More


Linley: Mobile Peaked in 2013?

Linley: Mobile Peaked in 2013?
by Paul McLellan on 04-28-2015 at 7:00 am

Image RemovedLast week was the Linley Mobile Conference. Mobile is a huge semiconductor market and, outside of Intel, is the main driver for next generation process technologies. A new generation of mobile phones comes along, fills the leading edge fabs for a year or two and then moves on to the next generation. Nothing comes close… Read More


Facts Support New Emergence in Semiconductor Landscape

Facts Support New Emergence in Semiconductor Landscape
by Pawan Fangaria on 01-03-2015 at 9:00 am

As we left an exciting year 2014 which is poised to record 7+ % increase in semiconductor revenue (~ $338 B) compared to 2013 (~ $315 B) and entered into another promising year 2015 for semiconductors, I looked back over the year bygone and collected inferences from some of the major important events which clearly convey how 2015 can… Read More


Will You Take the Password Pill?

Will You Take the Password Pill?
by Bill Boldt on 12-30-2013 at 4:00 am

As smartphone and tablet makers desperately search for points of differentiation they will try to push the limits of performance on several fronts to extremes. The password pill and the display-cover display are two of the stranger extreme features on the way.

Extreme inter-connectivity is one of the more useful features that… Read More


Smartphone Shipment Explosion Sustained by $50-$75 devices, Mostly in China

Smartphone Shipment Explosion Sustained by $50-$75 devices, Mostly in China
by Eric Esteve on 07-01-2013 at 9:21 am

Until recently, talking about smartphone incredible shipment growth was understood as shipments of A5 iPhone or Galaxy Note, and this was true. Devices priced at $500 or more are shipping like baguette in Paris, but this fact is only true in Europe, Korea, Japan or USA. Does that means that people living populated countries like… Read More


Smartphone Market Share

Smartphone Market Share
by Paul McLellan on 11-09-2012 at 12:47 pm

Image RemovedThe numbers for smartphone sales in Q3 are starting to roll in. These are in units and not yet revenue (let alone profit) numbers although everyone down to Sony is for sure profitable. Samsung is running away with the volume, selling more than Apple, Huawei and Sony put together. One name that is missing is Motorola (Google)… Read More


Smartphones: Is It Game Over?

Smartphones: Is It Game Over?
by Paul McLellan on 08-08-2012 at 4:18 pm

Image RemovedThe Q2 numbers for smartphones are now all in and the basic story is that Google is now registering an incredible million Android phones per day, half of them made by Samsung. That’s 85% of all the smartphones shipped last quarter. Android has (per IDC) 68% market share of all smartphones out there.

Apple grew … Read More


Huawei and Intel Redrawing the New Mobile Playing Field

Huawei and Intel Redrawing the New Mobile Playing Field
by Ed McKernan on 02-28-2012 at 7:22 pm

Image RemovedThis time is differentis a book that was released just months before the financial crises in 2008 describing hundreds of historical cases where smart people ended up making disastrous decisions over the span of 800 years that led to government defaults, banking panics etc… In the semiconductor industry, we also … Read More