Note: the table and text below have been revised from an earlier post to correct the numbers for STMicroelectronics.
Semiconductor companies posted a wide range of results in 2nd quarter 2016. Intel, Micron Technology and Renesas Electronics all had declines in revenue in 2Q 2016 versus 1Q 2016. Samsung Semiconductor, Qualcomm… Read More
With Intel’s Basis Peak smartwatch on intergalactic recall and Apple’s smartwatch sales falling faster than Skylab, designers now must face the real questions: 1) what is the right use case, and 2) what are the right chips to implement it?… Read More
One of our astute readers caught what looks like a major gaffe in the Linley Group mobile conference presentations from this week. It’s another indication of the speed of change in mobile markets and the instability that is giving Apple and others heartburn.
Here’s the chart in question:
The point of contention is who, exactly, … Read More
The Linley Mobile Conference opened today with a nice keynote overview of the mobile market evolution. In the media I see a lot of doom and gloom articles about smartphones and wearables but if you look at it closely you will see a natural growth curve evolving.
The mobile semiconductor market is evolving as vendors split their focus… Read More
The Linley Mobile and Wearable Conference is coming up so let’s take a look at what is in store for us. Bernard Murphy, Tom Simon, and I will be covering the event live for SemiWiki and we will also be doing a book giveaway/signing for our new “Prototypical” book (compliments of S2C Inc.) during the networking event on Tuesday evening.… Read More
This is the first of an occasional series of articles on the semiconductor industry. Many column inches have covered industry consolidation and in this first article, I aim to explain how the industry reached this point. Later articles will cover subjects including China, joint ventures, emerging players like Brazil and Vietnam,… Read More
The smartphone market has been experiencing many changes, some of those changes have included the slowing of the overall pace of growth. One of the remaining growth segments of the smartphone market right now remains the mid-range which is priced around $200. These phones have traditionally been ignored by the big players in the… Read More
Last Thursday at Qualcomm’s Financial Analyst Day the company made a slew of chip announcements ranging from the industry’s 1 Gbps wireless LTE modem to a custom designed smartwatch SoC and platform called “Snapdragon Wear 2100 SoC”. In between those, Qualcomm also announced a few very overlooked … 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
The 2015 semiconductor market finished with a 0.2% decline from 2014, according to World Semiconductor Trade Statistics (WSTS). Optimists will round this to flat with 2014. The flat 2015 follows healthy 9.9% growth in 2014. Going into 2015, forecasts were in the range of 3% to 11%. We at Semiconductor Intelligence were at the high… Read More
