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

forecastThis 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.

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

shutterstock 25336501 (230x144)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

shutterstock 196857266 (230x153)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.

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

shutterstock 188522612 (230x153)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

shutterstock 37361995 (230x153)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

   

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