Is The IoT Here To Stay?


Look at almost any forecast for the Internet of Things market, and you’ll see some big, impressive numbers. Bain says IoT vendor revenues will top $470 billion by 2020. McKinsey predicts the IoT market will be increasing from last year’s $900 million to $3.7 billion in 2020 for a compound annual growth rate of 32.6%. IHS estimates the number of installed IoT devices will rise from 15.4 bill... » read more

Industry-Shaking Changes Ahead


I’ve been closely following the increasing power of system OEMs (such as Apple, Google, Facebook and Microsoft) over players in the semiconductor industry with an eye toward understanding how this will affect others in the semi value chain. However, I haven’t paid as much attention to the root causes of why these changes are occurring. McKinsey & Company has provided our industry food f... » read more