设为首页 - 加入收藏
您的当前位置:首页 >Syndesy Technologies, Inc. >GCG1550C1H3R4DA01D_Murata Electronics_Ceramic Capacitors 正文

GCG1550C1H3R4DA01D_Murata Electronics_Ceramic Capacitors

来源:LM317 Electronics Components编辑:Syndesy Technologies, Inc.时间:2021-06-15 15:09:18

In addition to its own micro fuel cell operation, MTI has set up a number of public companies devoted to developing and promoting a different aspect of energy management and transmission. Plug Power Inc., for example, is developing fuel cells for large scale power transmission systems. MTI also holds an interest in Satcon Technology Corp., an alternative energy company, and in Beacon Power Corp., which develops flywheel-based energy storage systems.

Nevertheless, Young said that if prices continue to fall aggressively” in the second or third quarter, they could turn around and increase in late 2001 or 2002.” Should this occur, he noted, it won't

be due to a shift in the crystal cycle to an undersupply situation, but to the TFT LCD manufacturers' collective efforts to push prices above cost.”

GCG1550C1H3R4DA01D_Murata Electronics_Ceramic Capacitors

Heading into the new year, it’s traditional to review the passing year and look for upcoming trends. One piece of good news: The semiconductor industry will probably break $300B this year. The bad news: It took 10 years to get back to this level, and some major players continue to take a margin beating.

Trends suggest the industry will grow 3-6% for the next 3-5 years, which is a good sign. Bucking the previous roller coaster ride of ups and downs every couple of years would stabilize the industry and perhaps get funding and startups going again. Semiconductor startup funding has been trending down, while mergers and acquisitions have been trending up.

Trends toward mobile and wearable electronics are driving volumes, but these markets tend to have lower profit margins than the larger networking and infrastructure devices. Geometry shrinkage continues, allowing established players to improve performance without reducing costs. Unfortunately, masked set costs are going up to the point where new players aren’t entering the industry at the new nodes. The cost of entry for startups in the 22-28 nm nodes is just too high, as they may only get one chance before their funding is consumed.

GCG1550C1H3R4DA01D_Murata Electronics_Ceramic Capacitors

More creative startup or funding models may be needed to generate and feed new ideas. We do see some of this in Kickstarter and other web funding concepts. I have funded several of these projects, and though they haven’t all shown they will have long-term success or be practical, they keep the ideas flowing, help even the playing field, and reward creativity and risk. My wife may complain about the 3D printer only used several times or the time I spend on my toys, but at times I have to remind her that this is what the industry and my job are all about. Unfortunately, most of these projects are not really semiconductor based. Rather, they involve systems and integration into devices. Regardless, if they can excite or interest young engineers to get into this field and even help shake the cobwebs out of those of us a bit more seasoned, it is a positive trend.

A number of my old colleagues have left the semiconductor field and entered less cost-prohibitive fields. They still are driving and funding creative ideas. The semiconductor industry hasn’t always been the direct recipient or beneficiary of these new trends and developments, but when you look under the hood, they are often the drivers.

GCG1550C1H3R4DA01D_Murata Electronics_Ceramic Capacitors

I see some good trends for the major players in the coming year as the global economy continues its slow recovery. The newcomers will continue to struggle with the price of entry. We can expect more M&A activity, and let’s hope it doesn’t take 10 more years for the semiconductor industry to hit the $400B mark. Let me know what your thoughts are and where you think we are headed.

— Lance Jones is a blogger on Test & Measurement Designline and vice president of technology at Evans Analytical Group

These aren't modules you can simply dump on the spot market to bleed off excess stock,” said Bob Merritt, a Redwood City, Calif.-based analyst at Semico Research Corp. Almost no other OEM can use these custom modules, so unless they are held for a long time until they find their way into products, they are essentially scrap.”

Cisco may even have trouble selling off standard DRAM modules if they are the kind of trailing-edge memory chips widely used by networking companies. Merritt said EDO and SDRAM modules have no market for PC OEMs and aren't likely to sell in the spot market to other networking and communication product buyers, which are coping with their own excess inventories.

EMS dilemma

EMS companies scored a major knock-down in their tussle with OEMs in the latest round. Razor-thin margins have prevented contract manufacturers from bearing some of the brunt of excess inventory, analysts said.

Inventory is not part of the contracted services that EMS companies have offered to their customers,” Robertson Stephens' Dunne said. If a company as significant as Cisco is taking these write-offs and not the EMS companies, how will a much less influential OEM be able to negotiate with an EMS company?”

    1    2  3  4  5  6  7  8  9  10  11  
上一篇:choke vs inductor
下一篇:D38999/20JJ46SC-LC
热门文章

    0.1471s , 9795.015625 kb

    Copyright © 2016 Powered by GCG1550C1H3R4DA01D_Murata Electronics_Ceramic Capacitors,LM317 Electronics Components  

    sitemap

    Top