The telecommunications industry is now entering an exciting phase of development many refer to as the Internet of Everything (IoE), including Internet of Humans (IoH), Internet of Digital (IoD), and Internet of Sensors (IoS). The objective here is to bring more “smartness” to the way humans and machines communicate. In order for this vision to materialize, enabling technologies must be harmonized under a common paradigm so they can enable seamless experiences across various verticals. There are five key technologies upon which the IoE world is built, namely sensor networks, connectivity, processing, software platforms, actuation technologies, and big data and machine learning. Based on these building blocks, the Semiconductors sector looks at the strategic technology deployment across various verticals with unparalled technology granularity covering all WLAN and WWAN technologies and technology combinations, processing platforms including CPUs, MCUs, MPUs, DSPs, ISPs, heterogeneous computing, high performance computing, key sensor technologies, and sensor fusions targeting various use cases from motion sensing, environment sensing, optical, and image sensing, to acoustic sensing and biometric sensing.
The market for Bluetooth, Wi-Fi, ZigBee, GPS, NFC, FM, and combo ICs totaled over $7 billion in 2011, this is a large and lucrative semiconductor market and one which many vendors are vying to compete in and increase market share. Integration is a key trend and the market for combo ICs, i.e. those ICs containing two or more of the technologies mentioned above has grown significantly over the last five years, led by growth in the smartphone market.
This Competitive Assessment analyzes the key vendors in this market and assesses each vendor’s strengths and weaknesses as well as providing revenue market share analysis for 2012.