Three of Europe's leading semiconductor companies will announce their second calendar quarter financial results this week: from STMicroelectronics NV after the U.S. market close on Monday July 23, from NXP Semiconductors NV on July 24 and ARM Holdings plc on July 25.
Meanwhile some recent announcements.
NXP (Eindhoven, The Netherlands) has designed an automotive and ambient LED lighting control IC part numbered the UJA1018TK. The 16-pin part includes a LIN transceiver, voltage regulator and three high-side switches (see UJA1018 product datasheet)...
Meanwhile the North American semiconductor equipment industry book-to-bill ratio dipped below parity in June for the first time in four months, according to the Semiconductor Equipment and Materials International organization. Dividing the three-month average of bookings by the three-month average of billings produced a ratio of 0.94...
Click on image to enlarge.
The SEMI book-to-bill is a ratio of worldwide bookings and billings for North American-based
semiconductor equipment manufacturers. Billings and bookings figures are in
millions of U.S. dollars. Source: SEMI.
And Texas Instruments Inc. (Dallas, Texas) has launched its latest Bluetooth protocol stack. TI's BLE-Stack 1.2 is available royalty-free to customers using TI's CC254x Bluetooth ICs, the company said. The stack is designed to provide additional support to wearable devices intended to connect to Bluetooth v4.0 enabled smartphones and tablet computers (more information in press release).
Price is a key element to most consumer electronics. I am sure Intel can cut the price to an attractive point. The question whether they will do it and whether it will bring enough customers to have impact to the market. One factor that Intel has to pay attention to is the consolidation of platform. Product vendors are looking for ways to reduce number of products. A STB and a smartphone vendors will be more interested in using a low power MCU with a reasonable price.
I cannot wait to see how ARM is doing. ARM is eating into Intel territory and I think time has come for Intel to focus more on ARM over AMD. AMD and Intel are no more in the same league. The challenge is ARM.
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