semi forecastsOutside of China, the entire industry may have been negative for years. I knew the chip business was struggling but this chart is startling. For the last five years, growth has been only ~3%. For the last ten, only ~4%. After inflation, everything stagnant. 

For 2016, the new forecast is -2.4%, with the largest drop in the Americas. They forecast +2% in each of 2017 & 2018. 

China has committed $60B plus to the domestic chip industry and is sure to take market share. Including Taiwan, that's the industry future. There are virtually no interesting chip startups in the U.S. The San Jose area continues booming with Google, Facebook and software/web companies but no hardware. 

Silicon Valley is dying.


From WSTS:

Worldwide Semiconductor Market is forecasted to be US$327 billion in 2016, down slightly from 2015.

The World Semiconductor Trade Statistics (WSTS) has released its new semiconductor market forecast generated in May 2016. 
WSTS expects the world semiconductor market to be down 2.4% in 2016 at US$327 billion with growth returning in 2017 and 2018. For 2016, growth in Optoelectronics (1.8%), Sensors (7.6%), and Analog ICs (1.0%) is expected to be offset by declines in 
Memory (-10.2%) and Logic (-2.5%). By geography, for 2016, declines are expected across all regions with the largest decline in Americas.

Worldwide Semiconductor Market is expected to grow slightly in 2017 and 2018.

For 2017 and 2018, all major product categories and all regions are forecasted to grow reaching US$341 billion in 2018. As a result, the worldwide semiconductor market is forecasted to be up ~2% year-on-year in both 2017 and 2018.

German Fibre plans to expand nationwide

The FTTH -expanding of German glass fiber is not limited to four provinces. The company will invest around 1.5 billion euros in Germany in the coming years.

The German fiber plans to expand its network in the future in Germany. The stated Brady Rafuse, since May 2016 new in the management of the company, theHandelsblatt . The German fiber is so far only active in the states of North Rhine-Westphalia, Schleswig-Holstein, Bavaria and Lower Saxony and moved to rural fiber optic cables into the homes.


Also, the company intends to apply for funding for broadband expansion.German fiber will invest around 1.5 billion euros in Germany in the coming years. Last year, the investment group acquired and announced to invest in their growth a majority stake in German glass fiber.

EUR 450 million for growth

The company, a subsidiary of the Dutch construction group Reggeborgh had announced in July 2015 that the private equity firm KKR would take over, with headquarters in New York, the majority in the company. Reggeborgh stay but engaged in German fiberglass. KKR announced to spend 450 million euros for growth of the German glass fiber.

The company works with the "less deep open laying technology" of 20 centimeters wide and 40 centimeters deep. German fiber offers Internet and telephony with an unrestricted Flatrate with up to 100 Mbit / s in both upstream and downstream for monthly 34.95 euros in 24-month contract binding. Who does not terminate, the contract will be extended by twelve months, after which the connection is terminated monthly. In addition, a commitment fee of one-time 50 Euro.

Bandwidth Upgrade 200 option for a data transfer rate of up to 200 Mbit / s in both upstream and downstream costs per month 10 Euro additionally.


Often interesting


Mobile World Congress, Barcelona, Feb 27-March 2 100,000 mob Barcelona. Fares from New York are triple the usual price and hotels even higher - if you can find one less than a hour from the city. Everybody who is anybody goes so everybody who is anybody goes. Beyond the pomp and hot air are a slew of top technical people. Seek them out and make sure yo make appointments in advance with the people you want to see. Hint: You can still get rooms at the hostels in town. Next year, book way in advance to get one of the hotel rooms GSMA have negotiated with the city.

Digital Hollywood Media Summit, New York March 7-8. Victor Harwood always had an enormous number of top people in an almost overcrowded schedule. Senior folks from advertising, all media, marketing and more. VR and AR are heavily represented, from the talent to the salesmen. The price is about half what most shows charge and there are discounts for those with limited resources, including students.  A great way to learn what the most advanced in these fields are doing.

Brooklyn 5G Summit April 19-21st The most sophisticated people in wireless will be there, from the CTOs of NTT and Nokia to the most respected academics on the planet. Incredible S/N. If you can't come to Brooklyn, you must watch the stream. It takes two or three years for most people to catch up to what's learned here. Summit, Paris May 9-11 Trevor Linney of BT is deploying 10M lines. John Cioffi promises something astonishing. Everyone in the industry will be there except Broadcom, being their usual antisocial self. On the 9th, Hubert Mariotte of the standards committee has a deep technical tutorial and I have a session for everyone else.

TNO Ultrabroadband Den Haag June 12-15 Always a strong group.

I'm moving from to everything since July 2014 is here.


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