We may initially think of the "Internet of Things" as a consumer driven, smart wireless device, market phenomenon, but what we are actually seeing is the initial steps into a next generation of component and device cycles. These new cycles are driven by the feature demands of IoT and the Big Data sets that are created out of the M2M connectivity that is IoT. These growth pushes will increase both volume and penetration rates for components, end-products, and the rise of new solutions to support the increasing M2M demands.
Read more: M2M and Semi at the Core of The Internet of Things
Users have taken the meaning of mobility and portability to new levels and have moved it inside automobiles. This increased semi penetration into automotive means increased diversification opportunities for companies along the semiconductor and electronics supply chain. Beyond a strong revenue stream, the auto semi sector is also driving demand with the release of components that enable new capabilities, safety features, connectivity (for phone, internet, navigation, tracking), and autonomous driver assisted tasks in consumer and fleet vehicles.
Read more: Special Series on Mobility: 'Going Mobile' enters the fast lane
Big Data are not just the domain of big enterprises, they are the creation of individual users interconnecting their lives and functional roles. Consumers are increasing data creation and manipulation through their interconnected devices. The Big Data "volume, variety, and velocity" paradigm drives a demand not only for more data storage, but also for more ways to collect, manipulate, and execute data which is driving steady demand in the industry.
Read more: Big Data supports Big Growth for Semi as Hardware Needs Increase