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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.

Full Steam Ahead For China Inc.

Were you in Shanghai last week? If not, you missed the biggest Semicon event in the world. Semicon China broke records this year. With more than 1,000 companies participating, and 570,000 square meters of exhibition space, Semicon China attracted more than 50,000 visitors, making it the largest Semicon event in the world. All the sessions we attended were standing room only.

Key areas of focus this week included IoT, the JCET/STATS ChipPac merger and the China National IC Fund. AMD CEO Lisa Su set the stage with an opening keynote highlighting the exciting possibilities still ahead for the industry. She pointed out the opportunities and challenges facing electronics as we move toward photorealistic, real-time virtual reality. New applications such as mobile VR require the processing power to transmit a million times faster than the speed that we use to transmit today. These applications will require immersive computing. The need for performance, bandwidth and low power is not subsiding.

MEMS Market Update: The New Driving Forces

The market for Micro Electrical Mechanical Systems (MEMS) has been growing at a fast rate.  In 2014 sales of MEMS devices exceeded $14.3 billion, an annual growth of 12.5%. Semico Research projects that by 2018 MEMS sales will reach $21.5 billion.  This is a Compound Annual Growth Rate (CAGR) of 11.0% from 2013 to 2018.  Gyroscopes and accelerometers will account for a significant amount of the MEMS revenues. But growth will be driven by a wide variety of emerging MEMS.

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SOI Update 2015: Finding New Applications

With the recent growth in RF-SOI for switches and integrated solutions for RF functions such as power amplifiers and transceivers, the opportunities for growth in SOI wafer demand have once again garnered a lot of attention.  In addition, as the industry transitions to very complex and expensive finFET technology, SOI is providing a high performance, low power option to semiconductor vendors who do not want take on the challenges of finFETs.  This report explores the markets, products and outlook for SOI wafer adoption over the next five years.  

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SoC Silicon and Software Design Cost Analysis: How Rising Costs Impact SoC Design Starts

One of the most pressing problems silicon and software designers face today is the rising design costs they face at each new process node going forward. These costs have an impact on the number of 1st time System-on-a-Chip (SoC) designs and the resultant derivative designs.

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Jim Feldhan to Speak at SEMI Arizona Breakfast Forum, April 17, 2015

Semico is proud to announce Jim Feldhan will speak at the SEMI Arizona Breakfast Forum:  Wafers to Wall Street:  Emerging Markets.  The event will take place April 17, 2015 at Intel's Ocotillo Campus in Chandler, Arizona.  The title of Mr. Feldhan's presentation is "Emerging Technologies:  Science Fiction Becomes Reality."  

For more information, visit SEMI's website:  http://www.semi.org/en/node/54406

Tony Massimini to speak at 13th Annual MEPTEC, May 20, 2015

Tony Massimini, Chief of Technology for Semico Research, will be speaking at the 13th Annual MEPTEC MEMS Technology Symposium.  Tony's presentation will cover the ecosystem for MCUs, sensors and MEMS for IoT.

When: Wednesday, May 20, 2015

Where:  Holiday Inn San Jose Airport, San Jose, CA

For more information:  http://www.meptec.org/meptec2015memste.html

Connected Devices to Ship 36B Units by 2020, Says Semico Research

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.

Power Management Revenues To Reach $12B by 2018, Says Semico Research

The shift to mobile has given a huge boost to the analog market.  Interfacing with the real world via cameras, touch, gesture controls, audio and video applications all require analog functionality.  In addition, power management ICs are critical to the success of these devices.  These growing applications have added significant volumes to analog unit sales. 

Wafer Demand Summary and Assumptions 4Q14

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2018. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing Micro Logic, Communications, Other Micro Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Digital Bipolar. In addition, there is a five-page summary write-up providing the major assumptions behind the forecast and changes from the previous quarter.

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NXP and Freescale Merging

The semiconductor industry continues to consolidate. Some mergers are stronger than others.  On March 1, 2015 it was announced that NXP and Freescale plan to combine forces.  Both companies have a significant presence in automotive and microcontrollers. Following this merger the new company would be the leader in automotive semiconductors and second in MCUs.  But does bigger mean better?

According to the NXP press release “Freescale shareholders will receive $6.25 in cash and 0.3521 of an NXP ordinary share for each Freescale common share held at the close of the transaction. The purchase price implies a total equity value for Freescale of approximately $11.8 billion.” If one were to include Freescale’s net debt, the total enterprise value is $16.7 billion. The transaction is expected to be completed by 2H 2015.

Both companies have comparable revenues. NXP’s gross revenues in 2014 were $5.6 billion while Freescale had $4.6 billion. The combined revenues are $10.2 billion.

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