Spotting trends is an essential insight for marketing folks, general managers and C-level executives in our semiconductor industry. You could read hundreds of press releases, attend dozens of conferences, and interview all of the major thought leaders to help spot an emerging trend, or you could subscribe to a service like IC… Read More
Tag: ic insights
2016 semiconductor capex highest in 5 years
Global semiconductor capital expenditures (capex) are expected to return to the level of 2011 either this year or next. 2011 was the record year for capex as the industry returned to growth following the 2009-2010 recession. IC Insights’ August 2016 forecast called for 3.5% growth in capital spending to reach $67.1 billion, the… Read More
Shakeup in Analog Rankings
Last week Renesas Electronics announced an agreement to acquire Intersil Corporation for US$3.22 billion. This follows July’s announcement that Analog Devices Inc. (ADI) will acquire Linear Technology Corp. (LTC) for $14.8 billion. These deals will cause a shakeup in the analog IC market. According to IC Insights ranking … Read More
Somebody actually REDUCED their IoT forecast?
Some analysts are starting to get the idea that their credibility is worth something. Research firm IC Insights has actually dialed back its latest IoT semiconductor projection through 2019, although still calling for what would be quite robust overall growth.… Read More
Brexit impact on semiconductors
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
IoT Devices Making Inroads into Semicon Revenue
Last year IC Insights forecasted IOT semiconductor growth rate to be around 19% CAGR for next five years. And within that space, the O-S-D (Optoelectronics, Sensors, and Discrete) semiconductors were expected to grow at a CAGR of 26%, one among the fastest. In 2015, the O-S-D revenue was at $66.6 billion, i.e. ~19% of total semiconductor… Read More
The Semicon Industry Keeps Wafer Fabs Moving Up
The worldwide revenue of semiconductor industry has remained flat in last few years; to be more precise, overall semiconductor revenue declined by 1.9% in 2015 and Gartner forecasts it to further decline by 0.6% in 2016. The total revenue was at record high of $340.3 billion in 2014.
Well, semiconductor industry has matured. A … Read More
How China can Lead in the Semiconductor Industry
Since a few years China has been very aggressive in acquiring semiconductor companies around the world. Last year, Chinese government along with PE (Private Equity) and other investors in China announced an ambitious plan under which more than $150 billion were to be invested over next 5 to 10 years in developing semiconductor… Read More
5nm Chips? Yes, but When?
For any invention, technical proof of concept or prototyping happens years ahead of the invention being infused into actual products. When we talk about 5nm chip manufacturing, a test chip was already prototyped in last October, thanks to Cadence and Imec. Details about this chip can be found in a blog at Semiwiki (link is given … Read More
Connections to Internet Drives Semiconductors
We are going to see a big reversal in what connects to the internet in next five years. At the start of this century there were about 488 million internet connections; 85% of those were connected to people for web browsing, e-mails, on-line services etc. and only 15% were used for embedded systems, remote sensing and control, and M2M… Read More