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2015 Innovation and Volume Strategies – CES to kick-off new devices next week

shutterstock 64700545 (230x150)Happy New Year from Smith & Associates and all of us at Smith MarketWatch!

With the new year in hand, we're already packing our bags to head out to the International Consumer Electronics Show (CES) 2015 starting next week in Las Vegas, NV. As we wait to see what the industry has to display and entice consumers with new devices, vehicle advances, and innovative solutions (chipsets, services, and applications alike) we are watching the early advances in the highly competitive smartphone and tablet market.

Read more: 2015 Innovation and Volume Strategies – CES to kick-off new devices next week

 

The Cresting Smartphone Wave: Will BRIC put low-cost mobile OEMs into top spots?

shutterstock 604469682015 may be a tipping point in the smartphone wars that have escalated this year, possibly toppling Korean giant Samsung off of the top-selling spot in China. China is an important market battleground for the smartphone OEMs because of both the volume and the added challenge of local, low-cost brands posing real competitive threats to major, global brands.

Read more: The Cresting Smartphone Wave: Will BRIC put low-cost mobile OEMs into top spots?

 

IoT Brings Smart Holiday Gifts to Keep Semi Hot

shutterstock 39709624The December holidays are coming to a close along with 2014, while there is still some frenzied shopping going on, the end is near and the view of the market is clearing. There will be much to be disappointed about for most retailers, according to the news chatter more generally, but when it comes to the Consumer Electronics (CE) sector, there's still an effect on cautious spending, but the high-ranking gifts are carrying chips inside.

Read more: IoT Brings Smart Holiday Gifts to Keep Semi Hot

   

NAND’s Future Replacement Continues to RAMp Up

shutterstock 33132238As we have discussed before, the current mainstream design for NAND flash memory faces difficulties as the transistors, used in construction, shrink below 20 nanometers (nm). When the chip density increases, cells can leak bits of data and cause errors in that data. Two emerging technologies, designed to possibly replace NAND one day, have been in the works for some time now. One of those technologies is magnetoresistive random-access memory (MRAM). MRAM stores data in each memory cell through a magnetic charge, combining the cache features of dynamic random-access memory DRAM with the non-volatile storage power of NAND. The independent manufacturer Everspin out of Chandler, Arizona has been leading the MRAM game and announced a partnership with GlobalFoundries, an investment company and the world’s second largest semi foundry, out of Abu Dhabi, to broaden their product line with smaller nm processes and capacity to increases up to 1Gb. There are many advantages of MRAM over NAND, most of which are centered on speed and power consumption and would give system builders other options for unique designs.

The other developing technology is resistive RAM, or RRAM. This type of memory is much denser than NAND while offering better performance through a wafer size that is half that of NAND. Instead of the standard Charge Trap Flash (CTF) process that uses transistors to store data bits, RRAM interconnects conductive filaments to store the data. To overcome electron leakage issues, Crossbar, a start-up in Silicon Valley and an industry leader in RRAM, issues a voltage range for each cell, and any cells outside of the range from -1 to +1 can store new data. To go even one step further, the company is on the cusp of entering the 3D storage market by incorporating 3D technology into its RRAM lines. This technology is much cheaper than die shrinking, so a stackable chip that is already much smaller than the current memory type is a huge step forward.

Despite all of the changing news in the NAND sector, one thing remains constant: we should expect big things in 2015 on this side of the memory market. With the total production value of electronic systems expected to grow to US$1.82 trillion by 2018, the 5.2% growth rate over last year will be heavily influenced by the ever-growing popularity of mobile devices, such as smartphones and tablets. What do almost all of those devices have in common? They depend on NAND flash as their main storage medium. Because of this relationship, we should expect to see a continued growth in NAND and increase in competition from manufacturers in the next calendar year.

 

Seeing Some Black for LCD TVs as 2014 Closes

shutterstock 92827207It's been a good while since we offered some comments on the panel market, and particularly for TVs. There's been quite an extended period of not much positive news until the second half of 2014. It was just before the US Thanksgiving holidays when DisplaySearch released their latest report indicating (unexpected) growth in the TV panel market.

Read more: Seeing Some Black for LCD TVs as 2014 Closes

   

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