29. January 2016 · Comments Off on With The Pullback, Silicon Labs’ IoT Opportunity Looks More Interesting – Silicon Laboratories, Inc. · Categories: News · Tags: , , , ,

There aren’t many sectors doing especially well right now in the stock market, so the pullback in semiconductor stocks isn’t exactly surprising, let alone unique. As about a quarter of the industry’s revenue comes from industrial markets, and meaningful amounts come from computing, consumer devices, and phones, it is not so surprising that investors are worried about the outlook for 2016 even though multiple semiconductor CEOs have opined that the slowdown will be briefer and shallower than past downturns.This brings me to Silicon Labs (NASDAQ:SLAB). The shares of this microcontroller, sensor, and RF chip company have fallen around 15% since my last update, more or less matching the decline in Microchip Technology (NASDAQ:MCHP) and outperforming NXP Semiconductors (NASDAQ:NXPI) over that period. While the company has definitely had some challenges with more commoditized competition in segments like TV tuners, the company’s Internet of Things (IoT) business continues to grow nicely.

Source: With The Pullback, Silicon Labs’ IoT Opportunity Looks More Interesting – Silicon Laboratories, Inc. (NASDAQ:SLAB) | Seeking Alpha

18. January 2016 · Comments Off on ‘Wintel’ Giants Microsoft, Intel, HP Eye Mobile, IoT, Cloud In Bid To Survive PC Market’s Historic Plunge · Categories: News · Tags: , , , ,

The personal-computing market, long known to be struggling, is in worse shape than most analysts believed — and that’s bad news for the handful of tech giants that continue to derive the bulk of their revenue from this still vast, but quickly declining, industry. Behemoths like Microsoft, Intel, Hewlett-Packard, Dell and Lenovo have generally failed to build much presence in tech’s new growth markets even as their core PC business shrinks.If the PC industry’s “big five” can’t successfully find new frontiers in emerging areas like mobile, artificial intelligence, virtual reality, the cloud and analytics, the consequences for both Wall Street and Main Street could be severe. Despite their shrinking market, these vendors collectively still employ more than 640,000 workers and represent a combined market capitalization (excluding privately held Dell) of $655 billion. Their decline’s effects could quickly ripple through the economy.

Source: ‘Wintel’ Giants Microsoft, Intel, HP Eye Mobile, IoT, Cloud In Bid To Survive PC Market’s Historic Plunge

07. January 2016 · Comments Off on MediaTek Debuts New Chips For Wearables, Smart Homes And Blu-Ray Players · Categories: News · Tags: , , , ,

In the months leading up to CES, my inbox was pounded daily with pitches about revolutionary, world’s [fill in the blank] wearables, as well as the smartest, most secure, easiest-to-use, world’s [fill in the blank] smart home solutions. Most of that is marketing bluster, and that’s actually been a notable problem in those markets. There are too many problems unsolved, too many pretenders, and too much is proprietary.MediaTek is well aware of all of this, but as a chip maker, it’s working to resolve some of the above issues and also assert itself in those markets by underpinning any number of solutions. The company released the MT2523 SoC for smartwatches and other wearables and the MT7697 for smart home devices. (It also has the MT8581, a new Blu-ray SoC.)

Source: MediaTek Debuts New Chips For Wearables, Smart Homes And Blu-Ray Players

19. December 2015 · Comments Off on Chipmakers look to autos for demand, deals and disruption  · Categories: News · Tags: , , , ,

Faltering demand in computer and phone markets, once semiconductor industry mainstays, have fueled a year-long merger wave as firms look to formerly unloved areas like auto electronics for sales growth. Big consumer chipmakers who once considered automotive electronics too small to merit attention are taking notice as Tesla, Google and Apple (AAPL.O) have jump-started a drive to turn cars into connected Internet devices.

Source: Chipmakers look to autos for demand, deals and disruption | Reuters

14. December 2015 · Comments Off on Silicon Labs CEO puts IoT opportunity in perspective  · Categories: News · Tags: , , , ,

As the next evolution of computing, the IoT adds sensing, processing and connectivity to everyday “things” such as thermostats, locks, lights and sensor nodes.In recent years, the IoT has transformed industries and opened new markets. The IoT is poised to do much more as countless devices are getting connected to each other and to the cloud.

Source: Silicon Labs CEO puts IoT opportunity in perspective | Electronics Weekly