I could not provide a break down of Semico Research's data. They only provide so much information for free.
To find out more Semico would like people to buy a 58 page report with 15 tables and 33 graphs.
But on a qualitative basis my undertstanding is that the functional and software complexity of leading-edge system chips is increasing.
Meanwhile the need to get to market quickly is increasing. The result is that in many geographies equipment makers often rely on the SoC provider to define much of the basic equipment hardware and software functionality while they are working on the plastic casing, the user experience software, the boxing, the documentation, the sales channel distribution and the marketing of the equipment.
We've heard about the software burden on SoC for years -- and about how hard it is for chip companies to get properly paid for the software they provide.
Looks like this is really starting to kick in at 28-nm and below.
Does the the 9 million unit viability threshold ring true to readers?