During 52[SUP]nd[/SUP] DAC, there was a special session where a brand new Apple watch was opened and each of its components was shown with a brief description about it. I found this tear down session a great innovative idea coming from DAC organizers; actually two buzzing products, AppleWatch and DJI’s Phantom Drone were opened… Read More
Tag: nxp
Changing Trends at the Top of Semicon Space
As we have moved down from a CAGR of ~9% over last three decades to a CAGR of ~5% in the current decade, it’s time to check the realities. It can be definitely argued that a 5% of CAGR over a solid base of ~$378 billion should be considered good enough. In my view that’s the sign of maturity in the semiconductor market. At the same time we are… Read More
Analog Market Leaders Eyeing on IoT Applications
When we talk about analog IC market, one can easily guess who the leader with lion’s share in the market is. There are also next level leaders with impressive growth rates in this market. The analog market as such is poised to grow with Internet of Things (IoT) because it supplies some of the key components such as data converters, op… Read More
SoCs in New Context Look beyond PPA – Part2
In the first part of this article, I talked about some of the key business aspects along with some technical aspects like system performance, functionality, and IP integration that drive the architecture of an SoC for its best optimization and realization in an economic sense. In this part, let’s dive into some more aspects that… Read More
Shift-West of Semicon Power Centers
It’s true that Japan was once the center of semiconductor business and we were carrying on with that perception until recently. In 1990, six out of top10 semiconductor companies (excluding pure-play foundries) were in Japan; and 59% of worldwide semiconductor market was concentrated with the top10 companies. The semiconductor… Read More
US is the Ultimate Leader in Semiconductor Business
Last year in November when I looked at the world’s top20 semiconductor companies with Samsungand TSMCbeing at the second and third rank respectively, first being Intel, I computed the sales numbers of the companies based on their countries and found that Taiwan and South Korea accounted for 34.5% of the total sales of the top20 … Read More
All things being unequal for NXP and Freescale
When I read the news that NXP was buying Freescale, it felt like a part of me – and a big part of the history of high tech industry in Arizona – died. There was a time not that long ago where Motorola was the biggest employer in this state, way before Freescale and ON Semi separated from the mothership. Somehow, even with moving headquarters… Read More
Facts Support New Emergence in Semiconductor Landscape
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
Not Mobile, Automotive to See Max Semiconductor Growth!
There is no denying that mobile market is almost matured, the growth in the semiconductor industry has to pick up somewhere else. Although it’s expected that worldwide cellphone subscription will exceed the world population in 2015 (already exceeded in many parts of Europe) and continue for some time (while CAGR in unique subscription… Read More
IBM leaves semiconductors – end of an era
IBM last week agreed to transfer its semiconductor business to GlobalFoundries. GlobalFoundries will acquire wafer fabs in East Fishkill, New York and Essex Junction, Vermont; IBM’s commercial microelectronics business, which includes ASIC and foundry; over 10,000 IBM patents related to semiconductor manufacturing;… Read More