The need for better power
management in most present-day equipment will drive the industry moving
forward, according to IHS. Key markets for power management
semiconductors in the future will be mobile devices, communications,
energy and public infrastructure improvements, and new construction, IHS
According to IHS, alternative energy is an especially
important market for power management ICs, especially in hybrid and
electric vehicles, wind and solar energy, and grid upgrades for smart
meters and similar devices. Medical electronics will also spur demand
through diagnostics, monitoring and various human-aid products,
according to the firm.
The market for power management
semiconductors includes products related specifically to the conversion,
distribution and management of power in electronic systems. Among these
products are power management integrated circuits like voltage
regulators and references, as well as power interface ICs and
application-specific power management ICs. Other important power
management products are power discretes, such as power transistors
greater than 1 watt; rectifiers greater than 0.5 amperes; and
thyristors, according to IHS.
The top power management devices
over the long term will be insulated-gate bipolar transistor (IGBT)
modules, which are used to enhance power efficiency and improve energy
conservation in a range of industrial, consumer and automotive
applications, IHS said. The IGBT modules will find strong use in the
markets for alternative energy, automotive and industrial devices.
The problem is not a shrinking of the markets appetite but rather a concentration of the appetite inside Apple.
Apple is selling products at a huge pace. But look at who is selling their power management ICs. Dialog at 38% GROSS MARGIN!!! See iPhone,iPad, teardown reports.
While the whole semiconductor market is down, Dialog is growing 28%. They will be $750 Million this year! That $750 Million in 2012 at 38% margin was $1.25 Billion last year at over 50% margin sold to many different players.
The whole semiconductor industry is changing. What once was hard is now easy. While the number of IC products will continue to increase, the premium for those products will continue to decline because it doesn't take a TI with 20,000 patents to knock things out that are acceptable.
David Patterson, known for his pioneering research that led to RAID, clusters and more, is part of a team at UC Berkeley that recently made its RISC-V processor architecture an open source hardware offering. We talk with Patterson and one of his colleagues behind the effort about the opportunities they see, what new kinds of designs they hope to enable and what it means for today’s commercial processor giants such as Intel, ARM and Imagination Technologies.