Smith Market Blog

Some of NAND’s Favorite Things Come In Groups of Three

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Written by Brent Topa, International Account Representative on Thursday, 23 October 2014

3D NAND has been in the memory headlines a lot this year.  Samsung took the reins last August with their 24-layer 128Gb flash.  This past May, they announced a 32-layer chip used in their high-end solid state drives (SSDs) targeted towards data centers and high-end computers.  With their quick advancements in this arena, Samsung seems very confident about the future of 3D NAND.  By 2015, they are predicting up to 20% growth in this segment.  When compared to the production timetables available from Toshiba/Sandisk (2015) and Hynix (2016), Samsung has the clear edge in this market.

Read more: Some of NAND’s Favorite Things Come In Groups of Three

   

Will Apple Pay Widen NFC and Mobile Payment for Consumer Electronics?

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Written by Lisa Ann Cairns, Ph.D. on Monday, 20 October 2014

Today marks the first day that Apple's Apple Pay goes live and there are industry hopes that with this leading OEM having paved relationships with major corporations (financial, retail, services, etc.), Near Field Communications (NFC) will finally take off.

Read more: Will Apple Pay Widen NFC and Mobile Payment for Consumer Electronics?

   

High-End Mobile Competition Heats Up for Apple, Google and Samsung – New markets to follow suit?

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Written by Lisa Ann Cairns, Ph.D. on Friday, 17 October 2014

This week was a busy one for releases and announcements in the high-end, smart device market. Just when we were getting used to the regular industry buzz around movement away from the highest-priced, top tier, smart phones and tablet PCs, in favor of the next wave of growth through emerging and developing economy markets, we've seen a fall flurry of high-end device releases.

Read more: High-End Mobile Competition Heats Up for Apple, Google and Samsung – New markets to follow suit?

   

Fast Growth for Smart, Connected Home Market – Devices and components see volume increase

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Written by Lisa Ann Cairns, Ph.D. on Wednesday, 15 October 2014

The anticipation and excitement is still there for all types of innovative (fun!) technology for the home, and that is exactly what is helping to fuel Consumer Electronics (CE) momentum in the Connected Home markets. This week a new CE product, August Smart Lock, entered the Apple retail storm and took many mainstream media headlines. While the CE home automation and connected/smart home offerings hold the interest of all of us, what we know from IHS data is that the global market for consumer broadband in the home is set to see a 20% growth year-over-year for 2014 versus 2013, marking the highest growth year in four years.

Read more: Fast Growth for Smart, Connected Home Market – Devices and components see volume increase

   

Device Demands Are Shifting Pillars of Semi Industry

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Written by Lisa Ann Cairns, Ph.D. on Thursday, 09 October 2014

As the Consumer Electronics (CE), end-device market continues to change, we are seeing significant shifts in the global semiconductor and electronics supply chain. The growth of very different CE populations globally, and their new CE demands, has shifted the traditional focus of the semiconductor industry. Companies along the supply chain have been altering strategies to become more agile, to address the new diversification of the device market which is quickly expands.

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While Product Trends Vary, Semi Growth for 2014 Is Solid

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Written by Lisa Ann Cairns, Ph.D. on Friday, 03 October 2014

Heading towards the holiday sales period, we see the latest worldwide semiconductor sales data for 2014 from Gartner holding at a steady and sustainable pace forecast of 7.2%, year-over-year. We also see that inventories for handsets and other products has been more variable. The disconnect with overall, worldwide forecasts for the semiconductor and electronics industry in contrast with macro-economic variability and differing end-product demand levels has led to rather different experiences and views across the supply chain.

Read more: While Product Trends Vary, Semi Growth for 2014 Is Solid

   

NAND Continues to Dig New Foundations for Itself

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Written by Brent Topa, International Account Representative on Tuesday, 30 September 2014

With its ever expanding set of applications, NAND flash memory is the most rapidly growing non-volatile memory product in the world. NAND can be found in smartphones, tablets, solid state drives (SSDs) and a wide range of other consumer products, including other devices that may or may not be associated with NAND as often. For example, low-density NAND such as NOR flash can be found in set top (STB) boxes, embedded products, home appliances, and other similar products.

Read more: NAND Continues to Dig New Foundations for Itself

   

Automotive Semi Penetration Increases Lure Industry Competitors

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Written by Lisa Ann Cairns, Ph.D. on Friday, 26 September 2014

The automotive semiconductor sector has been showing growth trends for a number of quarters now, thanks to the continuous development of safety and efficiency solutions as well as the increase in infotainment (in-vehicle information and entertainment) offerings. Car makers have been offering both of these features for a number of years now, but the differences in offerings are becoming more nuanced and focused on the extent and sophistication of onboard electronic offerings. As a result, the market for automotive semi chips is forecasted to grow by 6.1% to US $27.9 billion this year, according to IHS as reported by Automotive News.

Read more: Automotive Semi Penetration Increases Lure Industry Competitors

   

New, Powerful, Integrated Cores Gain Device Wins

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Written by Lisa Ann Cairns, Ph.D. on Wednesday, 24 September 2014

System-on-Chips (SoCs) have been gaining market share as form factors shrink while power efficiencies, low-heat emission processors for fanless devices, and multitasking demands rise. The rise in 32- and 64-bit architectures are supporting solutions to meet the functional demands, while the new wave of core processors are providing new solution opportunities focused beyond smartphones.

Read more: New, Powerful, Integrated Cores Gain Device Wins

   

2014 Semiconductor Health Viewed from the IC Market and Sector Growth

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Written by Lisa Ann Cairns, Ph.D. on Friday, 19 September 2014

Year to date there are signs of sustainable growth for the semiconductor and electronics industry in general. Consumer confidence, while always open to vacillation, has generally improved as witnessed by demand for consumer electronics (CE) devices, such as the most recent offerings by mobile device OEMs. CE is not the only source of this year's growth, industrial automation and communication both are driving increases in equipment spending as the IC market continues to see demand grow globally.

Read more: 2014 Semiconductor Health Viewed from the IC Market and Sector Growth

   

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