Expect Smart Meter IC Prices to Rise

The average semiconductor cost in smart meters used for two-way communications between meters and utilities was about $11 in 2014; however, average selling prices (ASPs) are expected to increase as the industry needs to move to 32-bit microcontrollers (MCUs), memory chips, and single system-on-chip (SoC) solutions, according to IHS Inc. The smart meter market is…

CMOS Image Sensors Deliver High Growth

The CMOS image sensor market is on track to grow 15 percent in 2015, reaching $10.1 billion, after a strong increase of 19 percent in 2014, according to IC Insights. This is after only four percent growth in 2013 due to price erosion and inventory corrections in the camera phone market, said the market researcher.…

Notebook Panel Prices Remain Low

Low pricing for notebook panels is putting pressure on panel makers to maintain fab loading and gain market share, according to a new IHS Inc. report. In addition, low prices coupled with oversupply is hurting their profitability. “Panel cost structure has become crucial in the struggle to stay competitive,” said Jason Hsu, supply chain senior analyst…

Samsung Threatens Intel’s Leadership Position in Q2

Although Intel retains its title as the leading semiconductor supplier in sales, Samsung shrunk Intel’s lead to 16 percent in the second quarter (Q2) of 2015, according IC Insight’s August Update. In 2014, Intel’s semiconductor sales were 36 percent greater than Samsung’s revenues. However, IC Insights analysts believe it will be tough for Samsung to…

July: Manufacturing Adjusts Growth Pace

After setting several high marks for the year to date in June, the domestic manufacturing industry adjusted its growth pace in July. A leading national manufacturing index, the Institute for Supply Management’s PMI, declined slightly from June to 52.7 percent. “The PMI was down 0.8 [percentage points] but still growing for the 31st consecutive month,”…

Semiconductor Consolidation Drives 1H15 M&A

In high-tech “disruptive” is a good thing. Disruption was the driving force behind the majority of the high-technology mergers and acquisitions in the first half of 2015, with acceleration in deal-making during Q2. Corporate technology buyers pushed 2Q15 deals to a record $127.2 billon, which is higher than any quarter since 2000 and up 65…