Bridging the gap between business and the worlds most important industry.
SemiAnalysis total phone sales projections for the year have dropped by roughly 50 million units! Not everything is peachy keen in the year 2021, for the darling semiconductor industry.
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Icelake server CPUs are set to qualify for production at the end of Q4 2020 and ramp in Q1 2021
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Despite TSMC’s claims of a 1.35x shrink on SRAM, Apple’s system cache has only shrunk 1.22x. This has far reaching implications for the industry.
Designers cannot use increased LLC sizes as a crutch forever given N5’s 1.35x SRAM shrink and N3’s paltry 1.2x.
Our friends over at ICmasters have delved into the package of the Apple A14 Bionic. The die size has been
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iFixit’s teardown of the iPhone 12 has revealed that there are 3 mmWave antenna modules built by USI. USI is a Shanghai based SiP design and manufacturing company. This would be their first design win in the space. Apple ditching Qualcomm on this component despite using the rest of the Qualcomm X55 5G Modem RF system is quite the shocker. To emphasize the magnitude of this design win, every US phone shipment which included 5G mmWave to date has used antennas from Qualcomm.
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Over time, Jensen Huang will muscle out other Arm vendors supplementing them with Nvidia’s in-house designs. The open Arm ecosystem will be hijacked, and be replaced with a closed off ecosystem rivaling or exceeding that of Intel and AMD.
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The dry photoresist technology LAM has developed could become a multiple billion dollars business by the end of the decade.
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