Semiconductor based electronics has continuously improved lives of people through various kinds of technology upgrades in the gadgets for our daily use. Imagine the journey from a mechanical typewriter to a laptop computer connected through a laser printer, transition from black & white photography to exotic coloured… Read More
Because 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.
First thing is… Read More
Do you have one of those step-tracker things? They seem to be one of the earliest IoT devices that are actually selling in large quantities. Smartphones are also starting to contain this sort of sensor to provide similar functionality without requiring a separate device, as are smart-watches such as the Jumpy watch for kids on the… Read More
In 1992, when Samsungbecame the largest producer of memory chips, it was not in top10 list of semiconductor companies. It was ranked at #11. Since then it has strived to attain higher ranks in the top10 list. In around 2000, it climbed to the ranks of top5 and then since 2002 until now it is at #2 in the worldwide semiconductor sales which… Read More
The origin of ARM’s success in mobile phone space is largely traced to Symbian’s decision to exclusively support the ARM Instruction Set Architecture (ISA). This in turn was the consequence of a mid-1990s decision by Texas Instruments to use ARM in its mobile phone ASICs for Nokia, the driving force behind the inception of the Symbian… Read More
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
It happened today. As I have predicted for over a year, Intel would not be successful in mobile and would be forced to exit the market. Last quarter they lost $1B on revenues of $1M (as Dave Barry would say, I am not making this up, that M is not a typo). They ship “contra revenue” with their chips for the tablet market, meaning… Read More
The Q3 results are mostly in now and there are two big stories. The iPhone 6 of course, which started shipping just before the end of the quarter. The other story is China, now the #1 mobile market in the world. These have led to very different stories for different companies.
Samsung is basically flat with Q2, but that was a big drop. … Read More
The tie between rock artists and technology isn’t new. One of the first prominent rockers-turned-entrepreneurs is Tom Scholz of Boston, an engineer who has a couple MIT degrees and several patents to his name. Neil Young is currently out with Pono, attempting to make a higher-resolution audio format based on FLAC encoding to get… Read More
Processor and GPU cores usually get the limelight, driven by the ARM and Imagination machines occupying the center square of most SoC designs. CEVA has quietly been assembling DSP IP in most of the squares around the edge, and may have just reached critical mass for wearables and IoT devices.… Read More