There will possibly a turnaround based on who can keep up with Moores law. Not many companies are able to do that, it will see them diminishing, more innovations at that pace will certainly help the company to grow faster.
Someone better stop by TI and let them know they are not a broadline supplier - they are the largest supplier in the world of standard analog and logic. Might also want to check in with ST to see what they really do and, while you're at it, look into the Korean and Japanese companies (don't let it get out, but it's DRAM that drove the Japanese up in 1988 and it's a combination of DRAM and NAND Flash driving the Asian results in 2008).
While I thing the prediction of applications specific, which would include Intel and Qualcomm, and memory as the big revenue drivers for the leaders in 2018, the history lesson is way off base.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.