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Global semiconductor revenue dips as the chip industry wrestles with myriad challengesJuly 31, 2019Battling economic headwinds and debilitated markets, the semiconductor industry saw revenue worldwide decline by the double digits percentage-wise in the first quarter of 2019, with the outlook for the rest of the year looking equally discouraging.
The importance of embedded security grows in connected microcontrollersJanuary 18, 2019The year of 2018 has been one of the worst to date in terms of both number of security breaches and the number of records that have been exposed.
Taking the Complexity out of LTE Radio Front End Designs; Qualcomm offers Smartphone OEMs Pre-Baked RFFE SolutionsJuly 23, 2018As the smartphone industry passes its decade-long run being the most popular consumer electronics of all time, the market is beginning to see signs of maturation and slowdown. Smartphone OEMs are now competing on innovations in form factor (i.e. the move to larger and bezel-less displays), cameras (i.e. biometric sensors and computational photography) as well as Artificial Intelligence (AI) services...
Apple LTE Smartwatch Benefits Qualcomm and Other SuppliersOctober 11, 2017Last month Apple announced the latest addition to its smartwatch portfolio. The Apple Watch Series 3 is the company’s first to include a cellular enabled option in addition to the more traditional Wi-Fi/Bluetooth flavor. In this...
REPORT HIGHLIGHTS - 32G Fibre Channel SAN Arriving in First Half of 2016, Expected to Steady MarketDecember 04, 2015The SAN market continued its year-over-year declines in the third quarter of 2015, due to slowing flash storage growth. Following a 5 percent sequential decline in 2Q15, worldwide SAN equipment revenue, including Fibre Channel switches and host bus adapters (HBAs), was down 12 percent in 3Q15 from 3Q14, to $576 million.
Consolidation continues as Skyworks Acquires PMC SierraOctober 06, 2015Skyworks announced Monday the intent to acquire PMC Sierra for $2 billion in cash. The acquisition will give Skyworks an expanded customer base and additional addressable markets, including expanded capabilities focusing...Subscribers Only
Power, revenue and profitability drive groundswell of consolidation in semiconductor industryJuly 10, 2015Analysis and insight into key consolidation trends in the semiconductor industry. Details on consolidation by market, types of M&A, business sale, spinoffs & joint ventures and business exits. Perspectives on the size of deals over time. Analysis of profitability as a driver for consolidation.Subscribers Only
Avago’s recent shopping spree continues with Broadcom acquisitionMay 29, 2015After closing the acquisition of Emulex on May 5th, Avago has announced an approximately $37 billion acquisition of Broadcom. This is the latest and largest in a string of acquisitions for the company, which also acquired LSI and PLX Technology over the past year as well. The acquisition of Broadcom...Subscribers Only
New player transforms the RF front-end competitive landscapeJanuary 16, 2015In 2015 it’s out with the old and in with the new as RF Micro Devices (RFMD) and TriQuint (TQNT) have merged to form Qorvo and challenge Skyworks Solutions for the title of the largest player in the...Subscribers Only
Envelope tracking ICs become common place in high-end and flagship smartphonesNovember 10, 2014Around this time last year envelop tracking (ET) remained a nascent technology just being deployed in the first LTE smartphone. However, since then ET ICs have increasingly penetrated the high-end LTE smartphone market...Subscribers Only
Global Chip Revenue Rises in 2013, Reversing Loss from Earlier Year; Memory and Wireless Lead the WayApril 23, 2014Total semiconductor revenue in 2013 reached $318.1 billion, up from $303.1 billion in 2012. Last year’s growth effectively reversed the disappointing 2.4 percent loss of 2012, when revenue contracted from $310.6 billion in 2011...
TriQuint: Presence grows in Korea, but will market share?November 13, 2013Coming off a record quarter in September, TriQuint announced a new design center in South Korea. The company hopes that having an increased engineering presence in Korea will facilitate “collaboration on technology innovation and future product design” between it and its customers there. In its 2012 10-K regulatory filing TriQuint had listed 6,700 square feet (ft²) of leased space used for “Engineering and Marketing” in Korea. This recent announcement highlights an expansion of the company’s presence in Korea and a push to win more business with the two large handset OEMs based in that country. TriQuint’s major competitors all had a Korean presence as of their latest regulatory filings as well.Subscribers Only
Ams-Taos is Top Supplier of Light and Proximity SensorsSeptember 18, 2013The Austrian-American firm Ams-Taos in 2012 was by a wide stretch the No. 1 maker of light and proximity sensors used primarily in mobile handsets to respond to changing light and environmental stimuli...
Driven by Apple and Samsung, Light Sensors Achieve Double-Digit Revenue GrowthJuly 30, 2013Light and proximity sensors in mobile handsets and tablets are set for expansive double-digit growth within a five-year period, thanks to increasing usage by electronic giants...
CMOS Presence to Grow in the RF Front-End MarketMay 14, 2013Look out GaAs! CMOS could be gaining traction in smartphone power amplifiers (PAs). New product announcements and component supplier consolidation point to more prevalent adoption of CMOS in 2013 in the RF Front end. The changing product mix in the handset market toward entry-level smartphones will help drive OEMs toward CMOS PAs as they are generally more cost effective than GaAs solutions. While consolidation has occurred in the silicon PA market as of late, competition is continuing to heat up. Both RF Micro Devices (RFMD) and Avago purchased their way into the CMOS market in the past 6 months and Peregrine Semiconductor should begin to see revenue from a silicon-on-sapphire PA by the end of the year.Subscribers Only
iPhone 5 for T-Mobile US Highlights Apple’s LTE RF Front End Design and Cost ChallengesApril 16, 2013On April 12th, T-Mobile US finally offered the Apple iPhone to its customers rounding out the last of the 4 major US wireless carriers to sell the iconic smartphone. For some time now...Subscribers Only
40+ Bands, 7 Modes: Has Qualcomm Created One Chipset To Rule Them All?March 05, 2013Qualcomm recently announced during Mobile World Congress 2013 in Barcelona, the availability of their RF360 Front End Chipset line aimed at simplifying multimode, multiband design of LTE devices. The family of products consists of a dynamic antenna matching tuner, envelope tracking, integrated power amplifier/switch and a package on package solution in which to house it all.Subscribers Only
The proliferation of mode/band combinations in battery operated devices such as smartphones has been a well documented issue ever since the ramp of LTE in 2010. Each mode/band combination typically has an impact on component counts thus putting pressure on an already space-limited design environment.