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
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
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 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
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
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
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
In a balancing global economy, it’s a common phenomenon that at certain times a few sectors or segments within the sectors grow much faster compared to others. And a few companies within the growing sectors lead those sectors. Both the growing sectors and the leading companies in those sectors become the centers of attraction. … Read More
I’ve been using cell phones since the 1980’s and I’ll never forget my first one, the Motorola DynaTAC (aka Brick Phone). The data plan was paid for by my EDA employer, and it did make me more productive because clients, prospects and co-workers could get a hold of me by simply dialing, not having to go through a secretary… Read More
The outlook for the semiconductor market for the remainder of 2015 is mixed. Intel’s 3Q 2015 revenues were up 10% from 2Q 2015 and guidance is for 2.3% growth in 4Q 2015. Most other companies which have announced 3Q 2015 results expect revenue declines in 4Q 2015. The most severe drops (based on the midpoint of company guidance) are… Read More