Realme 5G down to $145 ** 80M 5G subscribers in Q2, 100M August prove 5G is real.** 5G Worldwide: Saudi first, USA last** 5G Phones $199-260
China is > 70% of 5G as subs pass 80M ** Primary: Cost per bit of wireless is falling at a ferocious rate
5X Advance for Africa with Massive MIMO ** Spectrum Marvell: 5 nm 20-40% better ** $400 TCL REVLL 5G at T-Mobile: Here comes 5G in the USA
$Hundreds of millions in extra chip costs prove Open-RAN not quite ready
Outside 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.
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.