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Reports

IoT Security: At What Cost?

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.

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Wafer Demand Summary and Assumptions 3Q14

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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Analog Forecast, Products, Suppliers and Foundries

As electronic systems evolved to mobile devices the importance of analog has grown.  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 the analog unit sales. 

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FinFETs 2014: Shaking up the Mobile and Foundry Markets

Rolling out a new semiconductor technology always has its challenges, and it’s also usually accompanied by speculations and surprises.  In 2011, at the 22nm process technology node, Intel surprised the semiconductor industry by introducing a three dimensional transistor structure, which Intel calls Tri-Gate, but is more commonly referred to in the industry as FinFETs.  Most of the speculators were expecting FinFETs to be rolled out at the 14nm node. 

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Semico Fab Database and Update Summary First Half 2014

Semico tracks over 870 semiconductor fabs in its Fab Database.  The database includes detailed information about the fabs, including the operating status of the fab, its location, process and products, wafer size and capacity, and more.  The other document included with the database is a Word file containing a summary of updates made to fabs by company type:  Memory, Foundries, and Other.  

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Sensors in Wearables and Mobile: The Many Players

The markets for wearable devices, smartphones and tablet PCs are large and growing quickly.  By 2018 sensor sales into mobile devices and wearables will reach $28.3 billion.  There are over 75 sensor vendors targeting these markets.  More sensors are being designed in which enable new features and functions. 

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Wafer Demand Summary and Assumptions 2Q14

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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The Smart Home: Big Brother or Swarm Intelligence?

Within the Smart Home, Semico has been tracking over 70 items that every household can expect to purchase that will include some type of sensor and wireless chip by 2020.  This new connected home includes white goods (clothes washer, clothes dryer, refrigerator, dishwasher, etc.), HVAC, lighting, small appliances, door locks, security system, windows and more. 

This market is primed to be a high growth industry with low barriers to entry, which is why Semico is releasing a new report titled: The Smart Home: Big Brother or Swarm Intelligence.   

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3D Printing: The Next Industrial Revolution

3D printing is taking the manufacturing and design worlds by storm, and has gained everyone's attention.  In recent years, 3D printer prices have dropped substantially, and a wide variety of printable materials is available.  You don't need to be a CAD expert to create a 3D-printable file.  Media attention has helped further accelerate the industry's momentum.  This market is experiencing rapid growth and lots of change, which is why

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