ZigBee and the "Internet of Things": an Exclusive Interview with Tore Svanberg of Stifel, Nicolaus & Co., Inc.

Wall Street Transcript

67 WALL STREET, New York - October 10, 2013 - The Wall Street Transcript has just published its Semiconductors Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: Cloud Computing - Mobile Device Consumer Demand - Enterprise Data Storage Demand - Energy Efficiency, Cloud Computing and Telecommunications

Companies include: Maxim Integrated Products Inc. (MXIM), Volterra Semiconductor Corpora (VLTR), Apple Inc. (AAPL), Intersil Corp. (ISIL), Exar Corp. (EXAR), Monolithic Power Systems Inc. (MPWR)

In the following excerpt from the Semiconductors Report, an expert analyst discusses the outlook for the sector for investors:

TWST: Which are the companies and products you want to see semiconductor companies exposed to right now, and which companies and products would you rather they not have exposure to?

Mr. Svanberg: I cover the analog mixed-signal semiconductor space, and there it's maybe a little bit less about products and more about the end markets, because most analog companies tend to sell into a wide variety of end markets. And I think here, at least near term, it's pretty clear that selling into the PC market is challenging. Selling into the smartphone market is also tough, whereas selling into areas like industrial, communications, automotive and so on seems to be a little bit more normal behavior, at least from the customer base.

TWST: Last time we talked, we discussed the "Internet of things" as a new but promising market for semiconductors. What interesting developments have occurred in that area in the last several months?

Mr. Svanberg: I think we are still in the very early innings of that market. It's basically defined as everything that we can think of within electronics connecting to the Internet, from thermostats in your home to tractors in the field and so on and so forth. I think we are still in the very early innings of that market. I think it's a market that's going to grow significantly over the next 10 to 12 years, and if you then also consider that the technology around that market is even quite young and in its early stages. So there are a few different wireless standards that have emerged for the type of networking required, and you have got standards like ZigBee. That's probably the front-runner at this point, but even Wi-Fi and Bluetooth can be used for this market.

TWST: When you talk with management teams, what are the things they say they are most concerned about or are their biggest challenges?

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

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