Samsung & Qualcomm Announce New Chips for Mobile in Advance of Mobile Event
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
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.
Read more: Semi Industry Fab Expansions and Possible Consolidations