Smith Market Blog

MWC 2015: Cutting the cables extends ubiquity's reach

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Thursday, 05 March 2015

GSMA Mobile World Congress (MWC) 2015 in Barcelona, Spain comes to a close today, but what a year this has been for the annual event. There were roughly 93,000 visitors and 2,000 exhibitors representing around 200 countries, as a result there was an immense amount of ideas, innovation, solutions and new challenges shared and discussed. Beyond the still expanding automotive sectorautomotive sector and new opportunities for in-vehicle solutions (safety, efficiency, infotainment, etc.), there was a real attention to a next step towards computing or technological ubiquity – the pervasiveness and ever-presence of technology – now with increasing the ease of connectivity through small and big steps.

Read more: MWC 2015: Cutting the cables extends ubiquity's reach

   

MWC 2015: Connecting the last mile – Mobile's maturity shines

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Tuesday, 03 March 2015

There is a wealth of news coming out of the GSMA Mobile World Congress (MWC) 2015 in Barcelona, Spain again this year. Attendance levels are sure to hit well into the 90,000 range of visitors as the week progresses based on the initial few days so far. MWC is absolutely proving itself to be a leading, global event for mobile and with mobile's rise in importance that is saying quite a lot. We've seen the maturing of the mobile world into what is truly a discussion of the impact of the mobile economy - access, connectivity, and devices to meet the needs of more and more people across the globe. MWC keynotes and pannelist from leading companies like Google and Facebook remind us that how we as an industry get devices and access to the mobile economy into the hands of more people will move us from a mobile economy to what Mark Zuckerberg, CEO Facebook, calls "The Knowledge Economy," and that is driven by technology and smart devices.

Read more: MWC 2015: Connecting the last mile – Mobile's maturity shines

   

Take a Drive with NAND Flash

Attention: open in a new window. PrintE-mail

Written by Brent Topa, International Account Representative on Thursday, 26 February 2015

As the Asian community celebrates Chinese New Year, most companies around the world enjoy a planned respite from the busy world of electronics. However, with the growth of The Internet of Things (IoT) continuing to increase, manufacturers cannot afford to rest for too long. The number of connected devices is anticipated to reach the billions and all of these devices contain memory as a crucial part of this construction.  

Read more: Take a Drive with NAND Flash

   

Smith's Annual Global Supply Chain Survey Results – Overview of challenges

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Tuesday, 24 February 2015

This was the third year that Smith conducted its Global Supply Chain Survey and again we have collected results from industry professionals across a key set of companies and functions. With a comparable response rate to previous surveys, this year's analysis is looking at the changes and similarities across the years and what that tells us in conjunction with ongoing changes to the supply chain, end-device demand, regional shifts and challenges faced.

Read more: Smith's Annual Global Supply Chain Survey Results – Overview of challenges

   

Samsung & Qualcomm Announce New Chips for Mobile in Advance of Mobile Event

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Thursday, 19 February 2015

The 10th annual Mobile World Congress (MWC) in Barcelona, Spain will open in just over a week, March 2-5, with roughly 90,000+ attendees expected. We expect that there will be a flurry of announcements that are going to start rolling in now as MWC has grown to be a follow-on event to International CES. A number of industry reporters have commented that we did not see some of the anticipated consumer electronics (CE) mobile device unveilings from leading OEMs at CES, leading many to believe that MWC will be the showcase for those announcements.

Read more: Samsung & Qualcomm Announce New Chips for Mobile in Advance of Mobile Event

   

Semi Industry Fab Expansions and Possible Consolidations

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Tuesday, 17 February 2015

Last week, we discussed the US $16 billion investment additions by TSMC into their expansion of Fab 15 in Taiwan, this year there are more upstream chip manufacturers in the news. Looking at 2015 fab forecasts, the is good reason to invest in fabs at this point, despite the immense capital expense. As DigiTimes Research notes this week, "Output value for the global IC foundry industry is forecast to reach US$54.8 billion in 2015, up 12% from US$49 billion in 2014 […].IC demand for 4G smartphones will fuel the foundry sector's 12% output value growth in 2015 […]." Interestingly, while CAPEX investments are obvious, what we are also seeing is an increase in industry consolidations, as well as some talk about significant purchases.

Read more: Semi Industry Fab Expansions and Possible Consolidations

   

TSMC Sales Growth Rooted in 28nm and 20nm Processes – Next gen to shift leaders?

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Thursday, 12 February 2015

Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest pureplay foundry company, has been in the news quite a bit over the last two weeks, both for the sales it has made (25.3% month-over-month for January), the ones it didn't quite get (Apple for the A9 chip possibly at 14nm) and the new expansion plans in Asia (US $16 billion in Taiwan for Fab 15), to name just a few top stories.

Read more: TSMC Sales Growth Rooted in 28nm and 20nm Processes – Next gen to shift leaders?

   

Could We Hit 2 Billion Connections by 2020? M2M Growth Continues

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Tuesday, 10 February 2015

We know the implications of the Internet of Things/Everything (IoT/IoE), and we know that consumer electronics (CE) devices continue to increase, particularly with the rapid growth we see starting from wearables along with the still-hot smartphone market. A recent survey and study conducted by GSMA forecasted between one to two billion M2M connections are likely by 2020 given current market trends. The significant difference in these numbers is based on an important event rooted in a set of key variables that GSMA outlines. As the GSMA report explains, "the market base could be double that if a number of growth factors are successfully enabled by industry players and governments in the short to medium term."

Read more: Could We Hit 2 Billion Connections by 2020? M2M Growth Continues

   

IoT and Wearables Likely to Increase 3D Momentum

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Friday, 06 February 2015

It's been almost four years since we first started talking about 3D ICs and the opportunities that could be found from stacking. Granted, at the time (2011) of our initial, serious consideration of the impact of 3D architecture, Intel was just coming out with its 22nm tri-gate transistor for Ivy Bridge – yeah, that does seem like a long time ago now!

Read more: IoT and Wearables Likely to Increase 3D Momentum

   

Semi Hitting New Highs: SIA announces 2014 record data

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Tuesday, 03 February 2015

The year has continued to bring strong growth numbers and records for 2014. Yesterday, the Semiconductor Industry Association (SIA) announced the 2014 global semiconductor industry sales numbers and the results show that the final data outperformed analysts' expectations. SIA announced posted sales worldwide totaled US $335.8 billion for 2014, representing a 9.9% year-over-year increase. On a month-over-month basis for December 2014, the growth was even stronger coming in at US $29.1 billion, making it the best December on record. Similarly, and unsurprisingly, the December strength pulled the fourth quarter (4Q14) sales up to a 9.3% increase on a year-over-year basis to US $79.9 billion. Those are significant increases any way you slice it.

Read more: Semi Hitting New Highs: SIA announces 2014 record data

   

Page 1 of 41

Copyright 2012 N.F. Smith & Associates LP.  All Rights Reserved.  View our Privacy Policy.

PlagSpotter - duplicate content checker tool

Content

Contact Smith

Live Help