I think there is another factor at play too. Equipment spending is heavily influenced by migration to newer technology nodes. Since fewer and fewer fabs are migrating to the more advanced nodes, due to complexity and cost, there are fewer technology migrations to drive equipment spending. Even if you argue that the fewer fabs will need to buy more equipment to cover the demand, it will at least induce more fluctuation in the spending as the process migration will be more sporatic with fewer players to even out the averages.
Drones are, in essence, flying autonomous vehicles. Pros and cons surrounding drones today might well foreshadow the debate over the development of self-driving cars. In the context of a strongly regulated aviation industry, "self-flying" drones pose a fresh challenge. How safe is it to fly drones in different environments? Should drones be required for visual line of sight – as are piloted airplanes? Join EE Times' Junko Yoshida as she moderates a panel of drone experts.