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NFC: Security at Hand

Near Field Communication, or NFC, is a short-range wireless communication technology. The “coolness” factor is very high, and the technology has been proven for years, yet it has failed to gain much traction. It may be on the verge of exploding, however. Semico Research has just released a report, NFC: Security at Hand, that covers what the technology is, what competitors it has, who the major players are in the market, and what the major target applications are.

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Augmented Reality: Envision a More Intelligent World

Augmented Reality is a disruptive technology that is going to influence almost every aspect of our technological life. It is still in its infancy and is often looked upon as gimmicky or promotional, but it is going to drive innovation within the gaming, medical, mobile, automotive, and manufacturing markets. Semico’s latest report, Augmented Reality: Envision a More Intelligent World, provides an in-depth look into this technology and its impact on the market. Semico forecasts that revenues related to this technology will approach $600 billion by 2016.

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Licensing, Royalty and Service Revenues For 3rd Party SIP: A Market Analysis and Forecast for 2012

2010 was a very good year for the 3rd Party SIP market which rebounded from its first ever revenue decline in 2009 of -21.7%. The market rebounded in 2010, recording a 22.1% increase. 2011 continued this trend with another increase of 18.9%. However, looking at only SIP market annual revenues obscures several very interesting trends in the SIP market and in the broader System-on-a-Chip (SoC) market.

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Analog Manufacturing Enters the 300mm Era

The analog IC market is a $42 billion business, representing 14% of the total semiconductor market. The market is fragmented, with over 90 companies participating, either as IDMs, foundry, or fabless. Revenues from analog are heavily weighted to communications products, but several market growth drivers are identified, including automotive, energy, mobility, and medical/healthcare.

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MEMS Energy Harvesting: An Early Growing Season

Energy harvesting holds great interest for many applications which involve powering of remote devices, portable products or applications that are difficult to power or replace the battery. The energy harvester is either the primary power source or it is used for extending battery life. The non-MEMS solutions have been used for many years in such things as military applications, industrial applications and in remote monitoring for oil and gas industry.

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Wafer Demand Summary and Assumptions 2Q12

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2016. 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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Wafer Demand Summary and Assumptions 2Q12

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2016. 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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IP Subsystems: The Race is On

In the first half of 2012, two leading EDA/IP companies, Cadence and Synopsys, announced the availability of Subsystem IP. What is it? Why now? Is there a demand for this kind of 3rd Party IP?

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MEMS Displays: Projecting a Direct View of the Market

The market for optical based MEMS is poised for exponential growth. In addition to MEMS devices for projection, MEMS for direct view displays have emerged. The total market was under $1 billion in 2011, but by 2016 it will reach $10.4 billion. MEOMS (Micro Electro-Optical Mechanical System) is a specific form of MEMS in which light is manipulated. There are essentially two classes of MEOMS. One is for projecting images and another is for direct view displays. The projector type of MEOMS use some form of micromirror technology that oscillate to direct a light beam.

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Wafer Demand Summary and Assumptions 1Q12

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2016. 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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