Facts Support New Emergence in Semiconductor Landscape

By SemiWiki

January 5, 2015

As we left an exciting year 2014 which is poised to record 7+ % increase in semiconductor revenue (~ $338 B) compared to 2013 (~ $315 B) and entered into another promising year 2015 for semiconductors, I looked back over the year bygone and collected inferences from some of the major important events which clearly convey how 2015 can be pivotal to provide momentum to some of the newer areas ushering semiconductor landscape into newer territories. Although we hear about many hot topics on our way, but few make it to the finishing line; that’s a reason I tried to assimilate things in the complete ecosystem, see how they have performed in the past and how they connect together to ascertain real completion to finish lines for some of the larger goals in the industry.

Before I get into details, to sum up there are a few areas which will see maximum activities and they can provide enough thrust to transform semiconductor industry to newer heights – these are IoT (Internet-of-Things), I would say internet of everything market, smartphone market and system level EDA (we may call it ESL) including IP to support those markets. Well these are not new things I am talking about; we have seen these on our way. What is interesting is that when I looked at how things have progressed so far, they convince me that there is a great momentum, technically as well as businesswise, pushing these three areas to finishing lines. They are going to transform semiconductor industry into newer growth zone for at least next decade. Let’s see how things are folding into these three major dimensions which are interrelated.

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