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ARM Holdings plc Message Board

lackeygarrett 5 posts  |  Last Activity: Nov 21, 2014 10:27 AM Member since: Jun 8, 2011
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  • lackeygarrett by lackeygarrett Nov 21, 2014 10:27 AM Flag

    We came away from the company’s Analyst Day encouraged with the traction in programmable system on a chip (PSoC) 4 and USB 3.0 and that Deca Tech is approaching break-even.

    Cypress hosted its well-attended 2014 Analyst Day at the company’s headquarters in San Jose, Calif., on Tuesday afternoon. Executives provided impressive presentations highlighting multiple near- and long-term growth opportunities, particularly in PSoC and USB 3.0, with management noting that the quarter was tracking in line with expectations

    Cypress guided fourth-quarter revenue to be in a range of $180 million to $185 million (down 4% to down 1% quarter-over-quarter). Cypress noted that distribution orders had picked up a little bit from the slowdown it saw in the first few weeks of the quarter and at this point, the quarter was tracking in line with the company’s expectations.

    Cypress indicated that PSoC 4 ramp is growing eight times faster than that of PSoC 3 and 5 and expects strong revenue growth from PSoC 4 in 2015. While PSoC is categorized as a microcontroller (MCU), Cypress noted PSoC is much more than just an MCU with universal digital and analog blocks, a large component library, easily configurable, and relocatable I/O blocks. Cypress believes PSoC 4 still has a large runway for application-specific products in end markets, including wearables, white goods, automotive, industrial, PC peripherals and the Internet of Things (IoT).

    Cypress believes that the overall static ram (SRAM) market is likely bottoming following multiple years of double-digit year-over-year declines. Despite the substantial year-over-year declines in the overall SRAM industry, Cypress highlighted that it has been able to keep its SRAM revenue largely flat due to market-share gains. Cypress’ SRAM market share was about 38% in 2013, and the company expects it to increase to 40% in 2014. While Cypress’ Synchronous SRAM business has been declining, management highlighted that Asynchronous has grown and remains strong, benefiting from end-markets like industrial.

    -- Betsy Van Hees
    -- Ryan Jue

  • Christoph Hammerschmidt, EE Times Europe
    MUNICH — IC Insights compared the six most significant end-user markets for integrated circuits. These are the computer, consumer, communications, automotive, industrial/medical, and government/defense markets. During the time frame, until 2018, the IC demand from automotive customers is expected to exhibit the strongest average annual growth -- 10.8% on average. This is significantly higher than the communications industry, at second place with 6.8%.

    The computer market, once the IC growth driver per se, apparently is approaching saturation status. With 3.3% CAGR, it shows the lowest growth of all segments (albeit certainly at a very high sales level). In contrast, automotive chip demand is still growing from a smaller base. While a high semiconductor content in earlier years was associated to the luxury class, higher quantities of chips are installed now in vehicles of all categories.

    Demand drivers include safety features that increasingly are becoming mandatory, such as backup cameras or eCall. But driver-assistance systems are also becoming ubiquitous. Future drivers will include connectivity, such as vehicle-to-vehicle communications, as well as sensors and controllers necessary for various degrees of autonomous driving.

    IC Insight's market researchers expect the total automotive market to grow 15%, to a volume of $21.7 billion in 2014, compared to a mere 1% increase registered in the past year. In the years ahead, a major geographical shift is expected: Since China has in the meantime become the world's largest market for passenger cars, and these cars are increasingly being built locally, Asia-Pacific will surpass Europe as the largest market for automotive chips beginning in 2016.

    It is also forecast that, with a CAGR of 20%, this geography will be the strongest region for the automotive IC market throughout 2020. The digitization and computerization of all automotive domains will leave their traces in the market: The market for memory chips will grow much faster than average. It is actually expected to more than double from 2014 to 2018, to $4.2 billion.

  • Sammi Huang, Taipei; Alex Wolfgram, DIGITIMES [Wednesday 19 November 2014]

    Supply chains are continuing to see strong demand for wearables as China vendors prepare to release new devices in 2015.

    Smart watches and smart bracelets are expected to be the main focus of the vendors, which are currently working with supply chains to create various battery and panel solutions in addition to software platforms and cloud computing developments.

    Consumer demand for wearable technology is rising fast, with third-quarter 2014 global shipments totaling 12.7 million units, up 40% from just over nine million units in third-quarter 2013, said Futuresource Consulting in a recent report.

    Taiwan's Industrial Economics and Knowledge Center (IEK) meanwhile said it estimates the wearables market will see shipments increase to 100 million in 2017.

  • SANTA CLARA, Calif. -- Successful technology will be invisible, ARM CEO Simon Segars said in his keynote address at ARM TechCon here. While the physical size of silicon is ever shrinking, connectivity, performance, and efficiency need to be even less visible to consumers.

    "We're going to see more and more connected devices with more and more powerful embedded processers within them, with really sophisticated software," he said. "We should take it upon ourselves to make sure that we continue to do a great job of hiding away the complexity, hiding these components and what they do… so we continue to get a great adoption rate."

    Manufacturers must create abstractions, such as software-defined networks, to allow quicker development of hardware and services. Increased abstraction will reduce complexity and deliver more efficient systems, which will aid in the development of compelling consumer applications.

    Segars said the approach will be increasingly important as the Internet of Things expands. He cited ARM's mbed platform as one of the ways the company is involved in integrated development. For its part, ARM announced new tools such as Power Grid Architect for easing the task of creating power grids on SoCs built with emerging 3D transistors called FinFETs.

    In addition, ARM expanded its partnership with TSMC to include work on 10nm processes. Previous collaborations showed better-than-expected results on 16nm FinFETs using ARM Cortex-A53 and A57 cores as test vehicles.

    A collaboration with Synopsys also has borne fruit, Segars said. ARM and Synopsys are creating advanced chips based on ARM V8 cores built using FinFETs.

    "If we can optimize processes for our processors, everyone will get a better result," Segars said. "If we do that right, I think we're going to enable all sorts of new products. We've got some more work to do on all these technologies to get that experience right."

  • Eric Lin, DIGITIMES Research, Taipei [Friday 3 October 2014]

    ARM's Mali is expected to become the mainstream GPU architecture for China-based application processors (APs) in the second half of 2014 in terms of market share, surpassing Imagination significantly. However, in the high-end segment, Mali's share will be slightly weaker than that of Qualcomm's GPU architecture due to Qualcomm's advantages in chip design, but will still perform better than Imagination's solution.

    Among the solutions, Nvidia's GPU architecture has the best performance and its latest GPU core is able to deliver strong performance with low power consumption. Although Nvidia only has limited clients, its shipment growth in 2014 is expected to be better than in previous years, according to figures from Digitimes Research.

    Vivante has been losing clients and only has two clients in the second half of 2014. The company's market share is also expected to decline in 2014.

    High definition (HD) mobile has become the main marketing point for mobile devices and even products in different price segments are all heading toward the same development direction: When increasing resolution on mobile devices, in addition to optimizing multimedia applications, developers also need to satisfy demand for 3D gaming applications, which have been appearing rapidly.

    After experiencing fierce price competition, China's mobile device market started looking for ways to recover and strengthening multimedia applications and releasing high-end HD products have become a new strategy.

    The GPU is a key component for handling multimedia applications and each GPU solution has its own unique advantages in the balance between technology and costs. GPU solution providers' marketing is also greatly influencing their market shares. Currently, ARM is mainly expanding its market base using its pricing advantages. After gaining the upper hand in the ecosystem, the company is expected to gradually enter into the high-end territory to further stabilize its market position to help edge out its competitors.

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