Semi market concentration: how busy are the semi companies buying each other?
02
Sep
2016
Concentration in the semi industry used to be a trend with Renesas (NEC/Hitachi/Mitsubishi), TI (Luminary Micro), NXP (Freescale), Microchip (Atmel), Cypress (Spansion). We are now hearing of QCOM interested in getting its hands on NXP after CSR. Can the Europeans stay the course (ST/Infineon/Nordic), can the smaller US companies (SiLabs, Analog Devices) or the Asian ones (Nuvoton) do too? It will become more and more difficult as powerful giants grow by acquisition. With the growing integration of analog (e.g. RF) with MCUs, we still see great niche players. Event though they don’t have new products this month, they are for sure continuing to innovate and differentiate.
Atmel
No change for the AVR and the Smart-ARM families.
No change for the AVR and the Smart-ARM families.
Dialog
The DA14680 is now the DA14680-01F08A92.
The DA14680 is now the DA14680-01F08A92.
Infineon
Infineon released the XMC4400 with new package variants – BAX suffixes – apparently tweaking thermal resistance and physical dimensions.
Infineon released the XMC4400 with new package variants – BAX suffixes – apparently tweaking thermal resistance and physical dimensions.
Microchip
Microchip added 118 products primarily in PIC16F1777/9 and PIC18F2xK40/4xK40 and F6xK40 and shed 52 in dsPIC30/33, PIC24 and PIC18F65. The PIC18(L)FxxK40 combine large (for an 8-bit architecture: 128/2 kB of Flash/RAM memory) Flash/EE/RAM memory, with XLP and 5V.
Microchip added 118 products primarily in PIC16F1777/9 and PIC18F2xK40/4xK40 and F6xK40 and shed 52 in dsPIC30/33, PIC24 and PIC18F65. The PIC18(L)FxxK40 combine large (for an 8-bit architecture: 128/2 kB of Flash/RAM memory) Flash/EE/RAM memory, with XLP and 5V.
Nordic
No change at Nordic this month.
No change at Nordic this month.
Nuvoton
4 products made it out of the gate this month in the NUC505 family: NUC505DLA, DSA, YLA and YLA2Y. These are 512/128 kB of Flash/RAM with a Cortex-M4 running at 100 MHz in LQFP and QFN 48 packages. They beef up the lower end of the 505 family, now 7 part numbers strong.
4 products made it out of the gate this month in the NUC505 family: NUC505DLA, DSA, YLA and YLA2Y. These are 512/128 kB of Flash/RAM with a Cortex-M4 running at 100 MHz in LQFP and QFN 48 packages. They beef up the lower end of the 505 family, now 7 part numbers strong.
NXP
NXP is focusing on the Kinetis W (with integrated RF) and the low end LPC series this month. The W series sees the 21Z (a Cortex-M0+ family) adding Thread and an on-chip balun to the 20Z. We see a similar trend with the 41Z and 31Z adding BLE Mesh, IPv6, generic FSK and a balun to the existing 40Z and 30Z while increasing sensitivity by a few dB.
Except for a narrower temperature range and different package offering, we failed to find differences between the new LPC83x and its sibling the LPC82x.
NXP is focusing on the Kinetis W (with integrated RF) and the low end LPC series this month. The W series sees the 21Z (a Cortex-M0+ family) adding Thread and an on-chip balun to the 20Z. We see a similar trend with the 41Z and 31Z adding BLE Mesh, IPv6, generic FSK and a balun to the existing 40Z and 30Z while increasing sensitivity by a few dB.
Except for a narrower temperature range and different package offering, we failed to find differences between the new LPC83x and its sibling the LPC82x.
Renesas
The RL78/I1C family with 7 new parts was introduced to address the high-end smart electricity meter market. These parts support a segment LCD, with package from 64 to 100 pins and 24 sigma-delta converters.
On the RX front, in the RX62T family, one product was added, the R5F562TAADFP at 100MHz / LFQFP100.
The RL78/I1C family with 7 new parts was introduced to address the high-end smart electricity meter market. These parts support a segment LCD, with package from 64 to 100 pins and 24 sigma-delta converters.
On the RX front, in the RX62T family, one product was added, the R5F562TAADFP at 100MHz / LFQFP100.
SiliconLabs
Silicon Labs EFM8 and EFM32 portfolios were quiet this month.
Silicon Labs EFM8 and EFM32 portfolios were quiet this month.
Spansion/Cypress
We continue sourcing our data from the new Cypress site area dedicated to the former Spansion products. No changes were found this month.
We continue sourcing our data from the new Cypress site area dedicated to the former Spansion products. No changes were found this month.
ST Microelectronics
3 new STM8L101G appeared,they are 4kB program memory variants of the existing 8kB.
The STM32 got 15 new part numbers, all are extended temperature or Tape&Reel versions of existing products.
3 new STM8L101G appeared,they are 4kB program memory variants of the existing 8kB.
The STM32 got 15 new part numbers, all are extended temperature or Tape&Reel versions of existing products.
Texas Instruments
A handful of MSP430 products appeared in the F67 family while the rest of the portfolio was quiet.
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A handful of MSP430 products appeared in the F67 family while the rest of the portfolio was quiet.
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