Author Archives: david manners

Tech push, demand pull, drive RF power

RF power demand – pushed by the technologies LDMOS, GaAs, GaN and SiGe and pulled by 5G base-station upgrades and small cell implementations – will command a  9.8% CAGR market between 2016 and 2022 growing from $1.5 billion to $2.5 billion, says Yole.   “At Yole we estimate the market size of telecom infrastructure including base ...

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16x26mm module offers LTE Cat M1 and Cat NB1

ublox has a configurable LTE Cat M1/NB1 multimode module with worldwide coverage measuring 16mm x 26 mm offering both LTE Cat M1 and Cat NB1 in a single hardware package, as well as software-based configurability for all deployed bands. The SARAR410M02B allows customers to use a single hardware version globally with the ability to select ...

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More money than sense

The wearables segment has taken a hit with the demise of Jawbone which raised $900 million. Jawbone made wearable devices tracking exercise and health data but never got any significant market share – staying below 5%. The cream of Silicon Valley’s VCs – Sequoia, Andreessen Horowitz, Khosla Ventures and Kleiner Perkins invested in the company. ...

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Imagination risks regulatory inquiry

Imagination risks action from investors and regulators after Apple revealed that it told Imagination in 2015 that it was going to drop Imagination’s GPUs in favour of in-house designed Apple GPUs. Imagination did not make the news public until April 2017 when Imagination’s shares fell 70%, business units were put up for sale and, eventually, ...

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France aims to ban internal combustion engine by 2040

French ecology minister Nicholas Hulot says France will end the sale of internal combustion engine cars by 2040. The announcement follows Volvo’s announcement earlier this week that it will only make hybrid and electric cars from 2019. Over 95% of French cars have internal combustion engines with electric cars representing 1.2% of the total and ...

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Samsung Electronics to make $12bn Q2 profit on $52bn sales.

Earlier today, at an earnings preview, Samsung said its Q2 profit was 72% up on Q2 2016’s $7 billion to reach $12 billion on sales which rose 18% to $52 billion. It is reported that $7 billion of the $12 billion quarterly profit came from memory representing 60% of the Q2 profit. Three years ago ...

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ARM, MIPS and ARC lead CPU IP rankings

The 2016 semiconductor rankings by IPnest saw ARM at No.1 and Imagination at No.3 but, while ARM grew 20% last year, Imagination shrank 21%. ARM, with revenues of $1.65 billion had a  48% share of the $3.39 billion 2016 semiconductor IP market which grew  13%  on 2015. No.2 was Synopsys with $450 million revenues and ...

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EC Competition Commissioner on the warpath

The EU Competition Commissioner is in the warpath again, this time for companies which allegedly misled the EU during M&A regulatory procedures. GE is being accused of providing wrong information during its takeover of LM Wind Power. GE could be fined up to 1% of annual sales.   Merck and Sigma-Aldrich are under the cosh ...

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