Intel Releases New Core for IoT and Low Power Growth Market

shutterstock 196857266 (230x153)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.

Read more: Intel Releases New Core for IoT and Low Power Growth Market

 

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

shutterstock 203772724 (230x158)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

shutterstock 192798707 (230x136)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).

Read more: September Challenges Staring Down CE Majors as Competition Heats Up

   

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

shutterstock 204214126 (230x230)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

shutterstock 197587172 (230x122)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

   

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