Interesting, but not surprising! Wireless is now leading in the global semiconductor spends!! In fact, I was having a chat with a Frost & Sullivan executive this morning, and he mentioned telecom. Of course, that's the key driver!!
According to IHS iSuppli, wireless has now displaced computers as the top semiconductor spending area for OEMs in 2011. And, this trend may continue in 2012, going by early indications. Noteworthy in the wireless march has been the tremendous success of Apple's iPhone and iPad.
As per IHS iSuppli, the global spending by the world’s top OEMs on microchips for wireless products was $58.6 billion in 2011, up 14.5 percent from $51.2 billion in 2010. This has led to wireless leading computers as the world’s largest OEM semiconductor spending segment in 2011.
Notably, tablets and mobile handsets have led the way! With many more companies developing smartphones and tablets, this trend does not appear to buck any time soon. It is further expected that the wireless segment will continue to generate the highest growth over the next two years. Smartphones are definitely a part of this, as are tablets.
Back in late 2000, at the ITU World Telecom in Hong Kong, the first mobile phones with Internet browsing were being touted. As were 3G and Bluetooth! Those were the days when 'WAP is CRAP' made more headlines and bore the brunt of many 'telecom jokes'. Why, in early 2002, I even wrote an article for Electronics Business Manufacturing Asia (EBN Asia), on Bluetooth, which was still trying to find its bearings. I can't locate that article anymore, but some of the comments in that article are worth remembering. One comment was whether Bluetooth and WiFi could co-exist!
One magazine had said, "The future of Bluetooth wireless technology is becoming decidedly mixed as proponents and analysts continue to question not only how soon the short-range technology will take off, but also whether the technology is fundamentally sound."
Thankfully, all of those days are behind us! Today, Bluetooth is firmly entrentched, as is WiFi. And, on the mobile phone!!
In 2003, the Bluetooth Special Interest Group (SIG) unveiled a new 'five-minute ready' program created to challenge and guide Bluetooth product developers and manufacturers in the Asia Pacific region to deliver devices that give consumers a "five-minute out-of-the-box experience." I had met up with Anders Edlund, marketing director for Bluetooth SIG in Singapore, and had a clear understanding of the technology. Today, I believe, the Bluetooth SIG is advancing standardization of active 3D glasses using Bluetooth!