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End of Startup Era: Chips Face Innovation Gap
2/14/2014

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Etron's Nicky Lu said chips are a rising investment area for top high tech companies such as Apple building super-platforms.
Etron's Nicky Lu said chips are a rising investment area for top high tech companies such as Apple building super-platforms.

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JeffL_2
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CEO
Re: Verticals need to fund and spin-in the start-ups
JeffL_2   2/14/2014 12:39:50 PM
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Not sure I can agree with your statement about IoT, in fact I believe the "Things" are mostly about items consumers DON'T purchase but are part of the infrastructure like vending machines, parking and utility meters etc., and certainly the Apples of the world aren't going to be (very) involved designing the occasional "connected" refrigerator that needs to ask for the filter on the icemaker to be replaced. The real challenge with IoT will be REAL good security for next to no cost, if we averaged it across the industry I wonder how much was spent per PC before the industry came up with the "kind of decent" security we have now? IoT security will certainly have to be an order of magnitude better for a few percent of the cost, that'll be the real challenge and even funding for THAT will be darned hard to come up with, it's just that if we don't there'll be "Target-sized" security breaches of everyone's electric meters all over the media every week or so until it gets fixed correctly.

baybal
User Rank
Rookie
Re: non-US non-VCs
baybal   2/14/2014 5:21:26 PM
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I will disagree, the profit IS certainly a motive for Chinese chip companies. If you will make your homework and try to research what are the best selling and quickest growing chip companies in PRC's domestic market, you will see that there are no state funded companies in the top.

A ~20 out of top 50 mainland China's chip companies reached multiple of 3 of tangible book value within less than 3 years since their start of operations, which is quite fast in comparison to what we see here.

I can only agree with you in the point that there is no opportunity for conventional types of investments in China as PRC's legal environment is implicitly disallowing foreign VCs operations.

chipmonk0
User Rank
Manager
Govt. vs Pvt funding of R&D
chipmonk0   2/14/2014 5:28:07 PM
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Only Govt. / public funded R&D can keep the fire burning in obscure areas and keep disruptive new science from getting suppressed by vested interests.

Though T. J. Rodgers does keep rolling with the punches ( P-SoC ), he seems to think too highly of his contributions. After all he is still walking on the path created by others like Bob Noyce that was first charted with Govt. / Taxpayer money.

baybal
User Rank
Rookie
Re: Govt. vs Pvt funding of R&D
baybal   2/14/2014 5:33:24 PM
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>disruptive new science

 

The "disruptive new science" should have it's share of attention, but close to earth start-ups do bigger success. The biggest progress in SoC industry in last decade was not in "disruptive" areas, but in SoCs for low-end consumer electronics and went largely unnoticed.

rick merritt
User Rank
Author
Re: Not the end, just a different model
rick merritt   2/14/2014 9:52:50 PM
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@Interface_Metrology: Of course, I am always open to pitches at rick.merritt@ubm.com

rick merritt
User Rank
Author
Re: non-US non-VCs
rick merritt   2/14/2014 9:56:44 PM
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@Baybal: I'd love to hear more about how the investing climate and ROI for China startups. Maybe a blog from you on that some time?

baybal
User Rank
Rookie
Re: non-US non-VCs
baybal   2/15/2014 5:34:23 AM
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Hi Rick,

I would be glad to contribute an article, how can I get in touch with you?

_hm
User Rank
CEO
Re: Not the end, just a different model
_hm   2/15/2014 8:36:41 AM
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Yes, this may be different model. Since pioneers of this industry have earn good money, they themselves may be investing in new innovation. They may not need VCs as much as new technology. Also fabless model makes it possible to innovation in any part of world like China, India or east european countries.

 

AZskibum
User Rank
CEO
Software is free or software is key
AZskibum   2/15/2014 10:52:30 AM
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Interesting observations about how semiconductor companies are investing more and more in software development, which they have to give a way for free in order to sell chips, yet at the same time VCs have all moved on to web companies...whose only real product is software.

rick merritt
User Rank
Author
Re: Software is free or software is key
rick merritt   2/15/2014 5:01:35 PM
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Great observation AZskibum

Interesting that chip fimrs give away software so you buy the chip and Web companies give away servcies so you give them your data and time which they can sell

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