Semico is a semiconductor marketing & consulting research company located in Phoenix, Arizona. We offer custom consulting, portfolio packages, individual market research studies and premier industry conferences.
Semico Research's Tony Massimini will participate in a webinar titled "Sensor Fusion and the Role of MEMS in IoT". The other speakers will be Marcellino Gemelli from Bosch Sensortec and Karen Lightman of the MEMS Industry Group. The webinar will take place on Thursday, May 28, 2015 at 1:00pm EST and is free to attend. To register, please click here. For more information, please visit Solid State Technology at: http://electroiq.com/blog/2014/05/mems/.
Semico's Rich Wawrzyniak will participate on a panel at Mentor Graphic's DAC booth, Wednesday June 10, 2015, at 4pm. The title of the panel is "The IC Design Waterfall: How Advanced Design Techniques Are Now a Requirement at Established Nodes".
published by Tony Massimini on Wed, 2015-05-06 20:12
NXP Key Partnerships for IoT
On May 5, 2015 NXP made two important announcements. NXP is partnering with Xiaomi to make smart home products. In a separate announcement, Qualcomm will use NXP’s NFC and embedded secure element technology across the Snapdragon processor family.
Xiaomi is a fast growing Chinese consumer electronics firm. It is offering the Xiaomi Smart Home Suite which includes four wireless products: a motion sensor, door and window sensors, a wireless switching device for controlling appliances, and a multifunctional gateway that wirelessly links all the components together using ZigBee Wi-Fi interconnectivity.
Qualcomm and NXP are looking to expand NFC into new markets outside of smartphones, such as consumer electronics, automotive, home automation, smart appliances, personal computing and wearables.
NXP has been deeply involved with the Internet of Things (IoT) since it first emerged. Partnering with Xiaomi will help develop the more effective Smart Home IoT. Semico has forecasted that by 2020 there will be 36 billion connected devices worldwide. About half of these will be in smart home applications and the largest market will be in China. NXP is positioning itself for this trend.
2015 is expected to be another good year for overall semiconductor revenues, units and wafer demand. Semiconductor units will grow 9% while wafer demand is forecast to grow by over 10%. The main reason for the increase in wafer demand is due to double-digit increases in DRAM, NAND, MOS Logic Communications, Other MOS Logic and Optoelectronics. According to Semico Research's new Wafer Demand: April 2015 Data and Highlights report, this activity will result in an overall 10% growth rate in the market.
Connectivity and interoperability are key elements for the IoT. The goal is to generate data from many end nodes in products and devices. These are physical objects with unique IP addresses. Consumers want products and services that will enhance and improve their lifestyles. The forecast for the number of connected devices is expected to reach 36 billion units by 2020.
First quarter 2015 is now history, and companies will soon be reporting their Q1 earnings. Here at Semico we’ve checked the IPI Index against our forecast and year-to-date actuals to see if the industry outlook is on track for 2015. Here’s the critical review.
First of all, Semico’s forecast for total semiconductor sales in 2015 is $378 billion, up nearly 9% over 2014. Units will increase to 849 billion representing a 10.5% growth over 2014. However, there is an upside to this forecast. DRAM pricing is expected to remain strong as demand remains healthy and more complex fabrication processes reduce wafer output per fab line, limiting the potential for an over-capacity situation. In addition, the largest memory supplier, Samsung, is slowing its DRAM ramp, i.e. pushing out capex for DRAM capacity. The memory market has played a major role in the growth of semiconductor revenues over the past two years.
On a quarterly basis, Q1 2015 is expected to result in a sequential decline of 2.1% compared to Q4 2014 and a 5% year-over-year increase compared to Q1 2014.