Samsung will rule ARM world:
1.) they have their own fabs
they are foundry and IDM;
and they compete directly with their customers (Apple)
2.)they leverage NAND, LPDRAM and display cutting out the middleman
Apple gave Samsung business and they created a monster.
It's going to be a repeat when Samsung entered the DRAM market about 25 (?) years ago.
"Only analog/power semi guys will stay and digital is pretty much owned by a few."
IMHO that's exactly why TI quit mobile business
Fabless-foundry model is broken and TSMC is recently quoting the mask NRE of 16/14nm finfet over $10M. Even this goes down to below $10M over time, the NRE for 10nm or 7nm will be prohibitable for many except a few like Qualcomm, Apple, Samsung and maybe Nvidia, Broadcom and Marvell. The rest will be consolidated and disappear. Only analog/power semi guys will stay and digital is pretty much owned by a few.
NXE is EUV, NXT is 193 nm immmersion. I think it's a little early to spend much time thinking about 7 nm node today. But if we only have the currently expected EUV technology, we would have to use double patterning.
What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Are the design challenges the same as with embedded systems, but with a little developer- and IT-skills added in? What do engineers need to know? Rick Merritt talks with two experts about the tools and best options for designing IoT devices in 2016. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.