Smartphones and Components See Boost from 4G LTE Roll-Out and Device Uptake

phone  (2)In the midst of the many positive outlooks for the second half of 2014 (2H14) and 2015 and the inspiration and energy injected into the industry after COMPUTEX Taipei, additional data are coming out supporting the growth and momentum for lower-priced smartphones by emerging market consumers.


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Supply Chain Dynamics to Morph along with IoT Expansion

shutterstock 95435122Change is afoot and growth momentum is rising as industrial, enterprise and consumer confidence levels solidify for the semiconductor and electronics industry. The post-COMPUTEX Taipei glow is still upon us, that is certain, but what is particularly important is that independent forecasts, industry sales, and related data points are all pointing in the same direction – up – for the same reasons – expanding Internet of Things (IoT) and proliferation of wearable technology this year and for at least the next couple of years.

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COMPUTEX 2014 Day 4: Microsoft showcases IoT ecosystem opportunities

computex3As we've been reporting, IoT and SmarTech have absolutely been the dominant themes at COMPUTEX Taipei 2014. The midweek keynote was by Nick Parker, Microsoft corporate vice president, who presented the strategic vision from Microsoft looking at the growth opportunities from IoT particularly related to new hardware, pricing, and new regional markets. Here again we heard the importance placed on the new supply chain connections and support between partners to marry hardware and software to provide the seamless user experiences expected from IoT and ubiquitous computing.

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COMPUTEX 2014 Day 3: IoT Buzz – growth and opportunity are ubiquitous too

computex4The buzz from the tradeshow floor in Taipei centers on the positive momentum in the industry that is being propelled by IoT growth opportunities. Whether individual components, wearables, mobile devices, PCs, white boxes or accessories, IoT growth is upon us and with it the outlook for the semiconductor and electronics industry is forecasted to rise as well. IDC research recently underscored, "[…] a transformation is underway that will see the worldwide market for IoT solutions grow from $1.9 trillion in 2013 to $7.1 trillion in 2020."

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COMPUTEX 2014: Intel's unveiling of Core M processors for hybrid growth

intel1Day 2 at COMPUTEX Taipei: Intel's president, Renee James offered the COMPUTEX crowd some real news today. During her keynote, James announced the launch of Intel's latest generation of mobile processors: the 14nm fanless Broadwell processor, the Core M for 2-in-1 (or hybrid) PCs, and an SoC platform for low-cost mobiles (particularly important for emerging market device opportunities). James' keynote is particularly important for Intel because of the continued move away from traditional PCs in the global marketplace both for consumers and for many levels within the enterprise setting. Having a true hybrid tablet-PC will be a game changer, but there has yet to be a success story – that may change this year thanks to the latest generation of components and processors designed specifically for mobility. Additionally, supporting the entry-level, low-cost mobile devices will position Intel to support its clients who will compete in that growth market.

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