Smith Market Blog

Industrial Electronics Growth Sees Rebound in 2013 with Strong Forecasts through 2018

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Tuesday, 15 April 2014

As we've been reporting, markets continue to strengthen for a number of components, sectors, and regions. Among the growth news are the final 2013 data from IHS underscoring the double-digit growth for the industrial electronics semiconductors. Coupling the IHS data with our recent drill-down analyses and market views we see industrial semi continuing to strengthen and grow in volume and revenue.

Read more: Industrial Electronics Growth Sees Rebound in 2013 with Strong Forecasts through 2018

   

Sensors and Actuators Boom Along with the O&G Sector

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Friday, 11 April 2014

Forecasts for an important set of components have significantly improved with compound annual growth rates (CAGR) through 2018 in the double-digits and up to low-twenties beginning with this year. Notably, these components reach across various industry sectors beyond smartphone and tablet devices and into industrial equipment such as the boom in machine-to-machine (M2M) solutions for the inaccessible reaches of Oil & Gas drilling and pipelines.

Read more: Sensors and Actuators Boom Along with the O&G Sector

   

Samsung Debuts Galaxy S5 as New Chips Move Smart to Smarter

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Tuesday, 08 April 2014

After its South Korean launch two weeks ago, Samsung launches its latest smartphone, the Galaxy S5, globally this week. On top of this new device, there are some important component announcements for chips and memory that will play important roles in upcoming products.



Read more: Samsung Debuts Galaxy S5 as New Chips Move Smart to Smarter

   

ITRS Semi Roadmap Highlights Opportunities while Final 2013 Reviews Underscore Growth

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Friday, 04 April 2014

Moving into the second quarter, the industry news continues to support the positive outlooks for growth on the heels of continued positive data from 2013. Gartner released final report data showing 5% revenue increase year-over-year for 2013 which was echoed in SEMI's 2013 review which tempered the semiconductor chip growth with data on declining revenues for semiconductor equipment and materials sectors. SIA closed the week today with 11.4% semiconductor sales growth for February on a year-over-year basis as well as the important semiconductor roadmap assessing challenges and opportunities for the industry through 2028.

Read more: ITRS Semi Roadmap Highlights Opportunities while Final 2013 Reviews Underscore Growth

   

New US Safety Mandate Improves Automotive Forecast for Semi

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Tuesday, 01 April 2014

Growth in the automotive infotainment sector for the semiconductor and electronics industry continues to strengthen. As DigitalTrends reported, the big news this week came yesterday from the US Department of Transportation National Highway Traffic Safety Administration (NHTSA).


Read more: New US Safety Mandate Improves Automotive Forecast for Semi

   

If Not Now, When Will NAND Pick Back Up?

Attention: open in a new window. PrintE-mail

Written by Brent Topa, International Account Representative on Friday, 28 March 2014

As reported by DRAMeXchange, contract prices for NAND in February fell almost 14% over January. Market oversupply is still a problem with OEM clients submitting smaller and smaller orders and NAND manufacturers slowing their expansion projects. The 4Q13 numbers were released last month and we should expect demand to remain listless through 1H14. Pricing may also continue to decline as manufacturers and suppliers continue to compete and stay aggressive.

Read more: If Not Now, When Will NAND Pick Back Up?

   

Apps and 3G Driving Emerging Market Smartphone Growth

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Wednesday, 26 March 2014

As we touched on last week, the smart device wars have been globalizing as OEMs battle for the emerging market consumer. However, recent findings from Credit Suisse's Emerging Consumer Survey 2014, which point to more significant increases in smartphone momentum as we move through 2014 and towards 2017, when Asia will represent "[…] nearly 50% of all LTE connections," (p. 27).

Read more: Apps and 3G Driving Emerging Market Smartphone Growth

   

Building new BRIC Inroads? A renewal of demographic strategies for smart devices

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Friday, 21 March 2014

With consumer confidence stabilizing in the mature markets bringing some hope back for the next step in emerging market growth, strategic OEMs in the smart wireless devices (SWD) space continue to place importance on geographies and demographics for device placement and pricing. No, this is not a new strategy or marketing trend, to be sure, but what is of interest in the past quarter, is the renewed emphasis on this type of diversification as we clearly saw in the first quarter trade shows and events.

Read more: Building new BRIC Inroads? A renewal of demographic strategies for smart devices

   

Smith & Associates Annual Survey: A 360 Degree View of the Supply Chain

Attention: open in a new window. PrintE-mail

Written by Mark Bollinger on Wednesday, 19 March 2014

Smith & Associates conducts an annual survey of the global supply chain during the December-January period in order to gauge the changes in the industry from a general perspective as well as detailed drill-down views based on the major industry sectors and representing different positions along the supply chain by company and job function. The results from our annual Global Supply Chain Survey report, A 360 Degree View of the Supply Chain, are now available on Smithweb for download and review, and the 2013 report is still available for download.

 

 

Read more: Smith & Associates Annual Survey: A 360 Degree View of the Supply Chain

   

Internet of Things to Boost IC Market and CE Sales

Attention: open in a new window. PrintE-mail

Written by Lisa Ann Cairns, Ph.D. on Friday, 14 March 2014

As we move into the second quarter of the year (2Q14), we've already been inundated with a vast array of devices, systems, solutions, and technology dreams on display at CES, MWC, Detroit Auto Show, Geneva Motor Show, and most recently SXSW, as we've reported on.

The devices are many, particularly the hottest new trend of wearables that are quickly evolving to better meet the feature requirements users want and to provide fashionable designs that have mostly been mostly lacking so far. The fact that our industry has a strong follow-up device trend, "wearables," on the heels of the smartphone and tablet boom is not only important for sales and volume numbers, but it is important for innovative design and the next positive disruptive phase of growth for the industry as a whole.

Read more: Internet of Things to Boost IC Market and CE Sales

   

Page 1 of 35

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

PlagSpotter - duplicate content checker tool

Content

Contact Smith

Live Help