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.
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.