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September 2016

Jim Feldhan

Jim Feldhan

President
Forecast, Consulting Projects
602-997-0337

Jim Feldhan founded Semico Research in 1994. A 20-year veteran of the semiconductor industry, he brings his management, forecasting and modeling expertise to Semico, along with a reputation of quality research. Jim designed and developed the research methodologies and report structures, which are the basis for Semico’s Custom Research and Portfolio Services.

Joanne Itow

Managing Director Manufacturing

602-997-0337

Joanne Itow is Managing Director, Manufacturing for Semico Research. Focusing on analysis for semiconductor manufacturing, Joanne oversees research in the following areas: wafer demand, fab capacity, technology transition and the equipment market. Over the past 11 years, Joanne has specialized in the foundry market, forecasting foundry wafer supply and demand. She is responsible for the development and maintenance of a Wafer Demand Model which forecasts semiconductor wafer demand by product, technology and wafer size.

Silicon Wafer Demand to Grow 7.4% by 2020, says Semico Research

Silicon wafers are the basic building block for the semiconductors used for the smallest sensor in a light bulb to the most advanced electronic system in the space shuttle.  It all starts from semiconductor grade polysilicon and is processed precisely to fit the needs of each application.  One of the main concerns is whether existing silicon wafer manufacturers can adequately supply 200mm and 300mm wafers to support expected demand from IoT-related devices.  There are only a handful of wafer manufacturers in the industry today.  New research from Semico, 

Morry Marshall

Morry Marshall

With 30+ years' experience in the electronics industry, Morry brings a wealth of industry insight to the Semico Research & Consulting Group. Marshall’s history of multi-disciplinary experience in sales, distribution, marketing, strategic planning and product development brings a unique level of clarity and perspective to our clients.  Through Semico’s consulting services Morry provides objective solutions and recommendations.

iPhone 7 Announcement Inspires More Questions Than It Answers

Well, now we know all about the iPhone 7.  Having watched the announcement this morning, I am left with more questions than I had beforehand, however.  First and foremost, why does the iPhone 7/7 Plus not include iris recognition?  We’ve seen this feature added to several Android phones over the past year and a half or so.  I think it’s time for a premium phone like the iPhone to have this feature.  It was great that Apple inspired widespread use of fingerprint authentication on smartphones, but it’s time to catch up with iris recognition.  It is, after all, a more secure biometric method; if you’re interested in learning more about biometrics and sensors, Semico just released a report on the topic

Semico MEMS and Sensor Database Report Update: Focus on Biometrics

Passwords are so passe these days.  They have been proven to be unreliable and hackable.  For protecting today’s electronics, the latest technology is biometrics, the measurement of both physiological and behavioral human characteristics.  Biometrics can be used for both identification (scanning a crowd for a face) or authentication (confirming that the user is who they say they are).  Apple’s introduction of Touch ID, based on its acquisition of Authentec, ushered in fingerprint recognition on smartphones.  New fingerprint sensor technology in the form of ultrasonic sensors will be the nex

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