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Will September's Smart Releases Open Medical Electronic Doors?

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Written by Lisa Ann Cairns, Ph.D. on Tuesday, 26 August 2014

We all know the industry buzz right now: What will who come out with over the next few weeks? The anticipation (and rumor mill, especially about the iPhone6) is quite heated around what will and won't be featured in the latest round of smart devices, ranging from watches to phones and tablets from the leading (and those focused on becoming global leaders). Among the developments gaining ground along the sidelines is the important question of how will these latest devices and applications drive medical electronics for consumers and for the medical community?

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New Skin Layers for New NAND

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Written by Brent Topa, International Account Representative on Friday, 22 August 2014

The big news in NAND this month is all about layers. Chip sizes are constantly revised, especially when it comes to going smaller. However, more problems arise in planar (or 2D) construction as the chips shrink. The closer the cells are to each other, the higher the failure rate. This year, we have seen several announcements from NAND manufacturers regarding their plans for smaller chips. In April, Toshiba and SanDisk announced plans for a 15-nanometer (nm) chip and Micron announced a 16-nm triple-level-cell (TLC) chip for their cost-effective, consumer SSDs through Crucial. Production volumes of the 15-16-nm chips should continue to ramp up through the end of 2014.

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IoT Fueling the Smart Home Race

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Written by Lisa Ann Cairns, Ph.D. on Wednesday, 20 August 2014

The "smart home" market is quickly picking up pace as this year we have seen a handful of important acquisitions by leading OEMs signaling their strategic goals in this still emerging market place, and more recent activity is signaling continued momentum.

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Smartphone and CE Device Wars Heat Up – Supply Chain Challenges Increase

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Written by Lisa Ann Cairns, Ph.D. on Friday, 15 August 2014

With less than a month until the anticipated release of major OEM smartphone and tablet PC devices, the buzz is intensifying, the supply chain is busy, and inventory calculators are showing signs of stocking in advance of the releases. From devices to service packages for smart devices, pricing is at the forefront and those competing for higher-priced devices are going to have to show consumers more reasons to upgrade than before, as refresh cycles have slowed.

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Intel Releases New Core for IoT and Low Power Growth Market

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Written by Lisa Ann Cairns, Ph.D. on Wednesday, 13 August 2014

This week, Intel released news pertaining to its core roadmap for 14nm process technology, along with the new, fifth-generation CPUs (code named "Broadwell") that will be marketed as "Intel® Core M processors." These new technologies are now in volume production. Tablet and Ultrabook devices will be showcased next month at the Consumer Electronics trade fair, IFA Berlin 2014, according to an Intel media brief. More importantly, Intel announced this week that the new line of consumer electronics devices with Core M technology will be available by the 2014 holiday season followed by PCs and servers in 2015.

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Semi News Roundup: IC sales up 1H14; CE landscapes diversifying and ruggedizing; Automotive semi savior for opto?

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Written by Lisa Ann Cairns, Ph.D. on Friday, 08 August 2014

Closing out the first half of 2014 (1H14) brings us a good amount of data and rankings, while also giving us more solid footing for looking into the next quarter-plus of potential market movement. 2014 is proving to be a bit volatile, but, overall, is coming in with positive surprises for most, thanks to diversification opportunities from regional and price tiers and new market verticals.

Read more: Semi News Roundup: IC sales up 1H14; CE landscapes diversifying and ruggedizing; Automotive semi savior for opto?

   

September Challenges Staring Down CE Majors as Competition Heats Up

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Written by Lisa Ann Cairns, Ph.D. on Wednesday, 06 August 2014

The back-to-school and third quarter (3Q14) momentum is gaining and we all know that the first half of September is poised to bring a number of announcements and unveilings from major OEMs including Apple and Samsung. The question is what will hit, what will miss and where new market opportunities will prevail for whom (see Smith's latest reports in the most recent Smith MarketWatch Quarterly, made publically available today).

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Smart Wars Reshuffle Leaders: Smart device competition heats up globally as markets shift away from high-end devices

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Written by Lisa Ann Cairns, Ph.D. on Friday, 01 August 2014

Quarterly reports are slowing somewhat and factory ramp ups are increasing, reminding us that summer is winding down now and our attention turns to the next big market guidance point, back-to-school sales and the 3Q14 devices.

Read more: Smart Wars Reshuffle Leaders: Smart device competition heats up globally as markets shift away from high-end devices

   

Crowded Elevator for NAND

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Written by Brent Topa, International Account Representative on Tuesday, 29 July 2014

Last month we reviewed NAND flash memory numbers for 1Q14 which showed a decrease in sales resulting from a normally slow part of the year. Mobile devices contributed the most to the shrinkage in this dull season and as a result, NAND selling prices also decreased. So what do we expect to see in 1H14? With the expected release of the newest Apple iPhone and other Chinese smartphones in the Fall, combined with new SSDs from all of the manufacturers, it is predicted that NAND prices will increase as supply tightens due to the new builds. To further support this forecast, NAND manufacturers have no plans to increase capacity, aside from Samsung’s Xian plant which opened in May.

Read more: Crowded Elevator for NAND

   

LTE Revealing Smart Growth in Company Reports

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Written by Lisa Ann Cairns, Ph.D. on Friday, 25 July 2014

We're at the point in companies' cycles when clearer insight into the second-half of the year (2H14) can be presented. This week we heard from a few of the major chip companies that provide wide views to both the global supply chain and to regional markets. One of the key drivers mentioned across companies for both 1H14 positions and forward looking 2H14, is the impact of LTE and smartphone growth as well as Internet of Things (IoT).

Read more: LTE Revealing Smart Growth in Company Reports

   

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