I agree with myth 5 and hope myth 4 really is true. Seeing ASP dropping from year to year is kind of pain to many IC companies. They didn't cut much on R&D cost. The manufacturing cost may not be as low as people expect so there is no reason to ask for lower and lower ASP every year. Higher ASP keeps jobs and it helps the economy anyway.
Sorry, iniewski. That is a myth. The bean counters do not control the cash in a properly organized company. They are there to analyze the finances and report the results to the business manager. The business manager has to be the one that controls the business decisions including where money is spent. If the finance department controls the money decisions, the company is doomed.
I also don't agree that PC is dead, but however the money for PC is not divided between mobility segment and PC. And mobility sector is growing at much faster pace than PC right now. In my opinion once mobility sector products are stable then people will move back to investing in PC as well.
I think the industry has become more mature in some areas like discretes but agree that the industry as a whole is far from mature. I don't know if it will ever become mature since we will continue to create new devices.
I agree on many point especially 4 without doupt as we saw many shortages at 2010 due to lost capacities.
From my side, i could add 2 more mtyhs to the list.
#7 There wont be bigger wafer size as many players of the market strictly stuck to 300mm size. Besides thats not true intel, tsmc have on going projects to jump into 450. And even bigger sizes, as plate bigger there are more place to chips
#8 There wont be new founderies due to fact its very pricey to build up new factories. This assumption is true that indeed factory build up is expensive but still there are many players who would like to jump into business. Few years before we didnt have global foundries who know few years later we will have whom...
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