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Comfortable
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re: Power management IC market set to decline
Comfortable   12/8/2012 5:25:54 PM
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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.

krisi
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re: Power management IC market set to decline
krisi   12/10/2012 5:16:31 PM
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38% gross profit margin is very low in this industry!?



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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