Hardware Podcasts

EE Times Weekly Briefing: Friday, January 24, 2019

EE Times Current · 26 Jan 2019 · 5m

What this episode covers

Dylan McGrath, editor-in-chief of EE Times, discusses the rapid deployment of LoRa networks for IoT connectivity and the evolving role of the CTO at semiconductor companies like NXP. He analyzes Texas Instruments' first year-over-year sales decline in over two years, attributing it to a weakening Chinese economy and US-China trade tensions. McGrath notes that while European chipmakers like STMicroelectronics may face challenges, the impact might be less severe for US firms due to their direct exposure to the Chinese market.

Most relevant to

large enterprises

Topics

Mentioned

Companies
LoRa Alliance, NXP, Texas Instruments, STMicroelectronics

Related episodes from other shows

Other shows on the same ground, closest first.

  • IoT For All Podcast · 43m

    The Future of the IoT Connectivity Landscape | Ericsson’s Rob Tiffany

    Rob Tiffany, Ericsson’s Head of IoT Strategy, discusses the current state of the IoT connectivity landscape, noting that the market is in a 'trough of disillusionment' as adoption lags behind early hype. He argues that successful IoT deployments must lead with specific business cases and high-impact economics rather than horizontal platforms, emphasizing that connectivity costs must remain below 1% of the total device cost. Tiffany highlights the shift toward industrial manufacturing in Asia and Germany, where private 5G and Industry 4.0 initiatives are driving adoption by solving critical downtime issues. He warns that poor ROI is often killed by the ongoing cost of reconfiguring devices in the field, advocating for zero-touch configuration baked in at the time of manufacturing.

    Connected products & IoTPricing, margins & unit economics
    9 chapters

  • The Amp Hour · 1h 08m

    World Trade Futurity (WTF)

    Hosts Chris Gammell and Dave Jones discuss the potential impact of the 2016 US election on the electronics industry, focusing on proposed tariffs and supply chain complexities. They review recent industry news, including Qualcomm's acquisition of NXP and Lattice Semiconductor's sale, while also covering technical topics like EMI reduction, MicroPython for prototyping, and the Siligo programmable chip. The episode concludes with reflections on the SuperCon conference and the failed Schiaparelli Mars landing.

    Policy, trade & tariffsEmbedded firmware
    8 chapters

  • The Circuit · 38m

    Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition

    Ben Bajarin and Jay Goldberg analyze recent earnings from NXP and Silicon Labs, noting that while automotive remains a strength for NXP, elevated inventory and a slowdown in EV production have led to disappointing guidance and investor skepticism. They discuss Silicon Labs' struggles in the fragmented IoT sector, where complex, project-based demand makes revenue difficult to model, leading to lowered guidance. The hosts then examine TSMC's earnings, highlighting a pivotal shift where High Performance Computing (HPC) now constitutes 52% of revenue, driven by 3nm AI chip demand, and debate TSMC's strategic pricing decisions relative to Intel's emerging foundry competition.

    Chips, FPGAs & semiconductorsPricing, margins & unit economics
    6 chapters

  • The Circuit · 49m

    Episode 6: Semiconductor Industry Earnings Review

    Jay Goldberg and Ben Bajarin review semiconductor earnings trends, highlighting TSMC's diversification, Lam Research's struggles with Chinese sanctions, and the contrasting fortunes of AMD and Intel. They analyze the weak smartphone market, noting Apple's resilience and the rise of Honor in China, before discussing the recovery of IoT via Silicon Labs and Arm's upcoming IPO.

    Chips, FPGAs & semiconductorsPricing, margins & unit economics
    6 chapters

  • IoT For All Podcast · 31m

    How the IoT Market is Changing | IoT Marketing's Tiffani Neilson | Internet of Things Podcast

    Tiffani Neilson, CMO at IoT Marketing, discusses the rapid evolution of the IoT landscape, noting how the pandemic accelerated exponential growth in connectivity and AI integration. She explains the market's shift from fragmented components to end-to-end solutions to simplify deployment and improve security, while highlighting the challenges of market consolidation and the sticky nature of deployed IoT systems. Neilson also outlines how IoT Marketing adapts to these changes through virtual events and targeted marketing strategies that emphasize education and thought leadership.

    Connected products & IoTMarketing & brand
    8 chapters

The summary, chapters and topics are generated from the episode’s audio by this directory, not written by EE Times Current. The episode itself belongs to its publisher.