Electronics industry trends 2021

Here are some links to current electronics industry trends worth to check out:

2021 ELECTRONIC DESIGN FORECASTS
Check out all the forecasts for this year from the editors and industry experts.
https://www.electronicdesign.com/magazine/50043?utm_source=EG+ED+IoT+for+Engineers&utm_medium=email&utm_campaign=CPS210129062&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R

If You Build It, Will They Come: The Butterfly Effect
As the pandemic rages on and with political tumult in the air, 2021 will present various challenges for new products and technologies.
https://www.electronicdesign.com/altembedded/article/21152061/electronic-design-if-you-build-it-will-they-come-the-butterfly-effect?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS210112082&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R

Technology Overkill
Whether it’s tough-to-install software or needlessly complex products replete with thick manuals, it’s high time that the “user-friendly” aspect is once again a key factor in today’s designs.
https://www.electronicdesign.com/communiqu/article/21153900/electronic-design-technology-overkill?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS210129048&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R

2021 Forecast for the Edge
Jason Shepherd, VP of Ecosystem at ZEDEDA, shares his predictions on what will be trending in edge computing in 2021.
https://www.electronicdesign.com/technologies/iot/article/21152901/zededa-2021-forecast-for-the-edge?utm_source=EG+ED+IoT+for+Engineers&utm_medium=email&utm_campaign=CPS210129062&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R

Analog Matters, Even in a Digital World
Why is machine learning in analog the key to smart devices with longer-lasting batteries?
https://www.electronicdesign.com/technologies/analog/article/21154259/aspinity-analog-matters-even-in-a-digital-world?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS210129051&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R

Taking the Pulse of Trends in Timing—the Heartbeat of Electronics
In this forecast article, Piyush Sevalia, EVP Marketing at SiTime, explores three significant trends impacting the timing market in 2021 and beyond.
https://www.electronicdesign.com/technologies/analog/article/21153309/sitime-taking-the-pulse-of-trends-in-timingthe-heartbeat-of-electronics?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS210120096&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R

US Chip Sector Continues to Grow as Global Sales Rebound in 2020
Overall sales by US-based companies came to $208 billion in 2020, or around 47% of the market, while chips shipped into the US for use in electronics production totaled $94.2 billion, up around 20% from 2019.
https://www.electronicdesign.com/technologies/embedded-revolution/article/21154323/electronic-design-us-chip-sector-continues-to-grow-as-global-sales-rebound-in-2020?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS210204079&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R

Three Possible 2021 Outcomes: Pick Only One
There are three ways that 2021 could evolve. This article details each of the three and explains how and why each will result in relatively predictable revenues, but it’s uncertain which of these three will develop.
https://www.mwrf.com/technologies/semiconductors/article/21154243/three-possible-2021-outcomes-pick-only-one?utm_source=RF+MWRF+Today&utm_medium=email&utm_campaign=CPS210204039&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R

Chip supply is so tight it is shutting down automotive production lines and could affect other industries as well.

White House working to address semiconductor shortage hitting auto production
https://www.reuters.com/article/us-autos-semiconducts-biden-idUSKBN2AB2AU
US senators urge action on shortage of auto chips
CALL FOR FUNDING: A global shortage of chips used in auto production threatens the US’ post-pandemic economic recovery, a bipartisan group of senators wrote
https://www.taipeitimes.com/News/biz/archives/2021/02/04/2003751722
CEOs Urge President Biden to Fund Chips, Executive Order Expected
https://www.eetimes.com/ceos-urge-president-biden-to-fund-chips-executive-order-expected/
Car chip shortages a sign of wider demand crunch: ASML executive
https://www.reuters.com/article/us-asml-semiconductors-idINKBN2AB28Z
Carmakers have been hit hard by a global chip shortage — here’s why
https://www.cnbc.com/2021/02/08/carmakers-have-been-hit-hard-by-a-global-chip-shortage-heres-why-.html
Auto Industry Chip Shortages Reflect Wider Shortfall
https://www.eetimes.com/auto-industry-chip-shortages-reflect-wider-shortfall/
How Covid led to a $60 billion global chip shortage for the auto industry
https://www.cnbc.com/2021/02/11/how-covid-led-to-a-60-billion-global-chip-shortage-for-automakers.html
TSMC to Start Dedicating New Capacity to Auto Chips First
https://www.tomshardware.com/news/TSMC-to-prioritize-auto-chips-when-adding-capacity

20 Comments

  1. Tomi Engdahl says:

    Texas blacks out, freezes, and even stops sending juice to semiconductor plants. During a global silicon shortage
    https://www.theregister.com/2021/02/17/texas_blackouts_semiconductor_fabs/

    Do y’all think Samsung might rethink plans to spend $$$ down there?

    Reply
  2. Tomi Engdahl says:

    Chip Shortage Poses a Risk to the Global Economic Recovery
    https://www.bloombergquint.com/onweb/chip-shortage-poses-a-risk-to-the-global-economic-recovery-map

    Mounting concern about a global chip shortage flags the possibility that industry faces a supply-chain crunch. While getting a handle on what that means for the overall economy is hard to do, Bloomberg Economics used the OECD’s input-output tables to identify which economies have the largest share of gross domestic product coming from sectors that have a high dependence on electronics inputs. With automakers particularly at risk, countries like Germany and Mexico stand out as most exposed among major economies.

    Reply
  3. Tomi Engdahl says:

    Chipmakers Halt Production in Texas After Power Outages
    Samsung, NXP and Infineon have stopped operations at chip fabs in Texas after a surprise cold wave caused power outages in the US state that is a major energy supplier.
    https://www.eetimes.com/chipmakers-halt-production-in-texas-after-power-outages/

    Samsung, NXP and Infineon have stopped operations at chip fabs in Texas after a surprise cold wave caused power outages in the US state that is a major energy supplier.

    The chipmakers halted production in the city of Austin around Feb. 16 after notification of power cuts by Austin Energy. There’s no word from the companies on when production will resume or how big the impact will be on output.

    Austin power providers are prioritizing service to residential areas and for critical health, safety and human services, NXP said in a press statement. As a result, power has been suspended to Austin chipmakers, including NXP at its two Austin facilities, the company added. “With prior notice, appropriate measures have safely been taken for the facilities and wafers in production,” the Austin American-Statesman newspaper cited Samsung spokeswoman Michele Glaze as saying.

    Reply
  4. Tomi Engdahl says:

    EE Times Europe

    Car makers Volkswagen, Ford, General Motors, Fiat Chrysler, Nissan, and Honda have had to slow down production at their plants due to semiconductor shortages in recent weeks. According to IHS Markit, the semiconductor supply chain for MCUs usually has 12 to 16 weeks lead time from order to delivery to OEM/Tier 1. The current problems in semiconductor production have, however, increased the normal lead time to at least 26 weeks. The situation is expected to hit bottom around the end of March, but the supply chain will remain constrained until Q3. “While we anticipate a million vehicles will be delayed from production in the first quarter, we expect the industry to recover later in the year, with little expected risk to the full year forecast of 84.6 million units at this time,” commented Mark Fulthorpe, executive director, Global Light Vehicle Production, IHS Markit.

    Reply
  5. Tomi Engdahl says:

    Sensor-based designs, such as IoT systems, combine many design domains implemented on CMOS. These systems can be implemented on multiple dies and could employ multiple packages. To accommodate multiple sensor types, a traditional CMOS IC flow must be extended to include MEMS and photonics elements along with analog and digital elements. If the system communicates with the Cloud, an RF element is also necessary. Multi-domain design requires that analog, digital, RF, photonics, and MEMS elements are designed and work together within the system.
    https://www.techonline.com/tech-papers/implementing-a-multi-domain-system/?utm_source=newsletter&utm_campaign=link&utm_medium=TechOnlinePapers-20210217

    Reply
  6. Tomi Engdahl says:

    US Chip Industry Urges Biden to Boost Funding for Chip Manufacturing
    https://www.electronicdesign.com/technologies/embedded-revolution/article/21154910/electronic-design-us-chip-industry-urges-biden-to-boost-funding-for-chip-manufacturing?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS210209084&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R

    More than 20 top executives from the US chip industry pressed President Biden to boost funding for domestic chip manufacturing and research, in an effort to lure more advanced factories to the US.

    Reply
  7. Tomi Engdahl says:

    Shortages, Challenges Engulf Packaging Supply Chain
    Innovative business models emerge, but so does possibility of consolidation.
    https://semiengineering.com/shortages-challenges-engulf-packaging-supply-chain/

    A surge in demand for chips is impacting the IC packaging supply chain, causing shortages of select manufacturing capacity, various package types, key components, and equipment.

    Spot shortages in packaging surfaced in late 2020 and have since spread to other sectors. There are now a variety of choke points in the supply chain. Wirebond and flip-chip capacity will remain tight throughout 2021, along with a number of different package types. In addition, critical components used in IC packages, namely leadframes and substrates, are in short supply. Recent fires at a packaging substrate factory in Taiwan has made the problems worse. On top of that, wirebonders and other equipment are seeing extended delivery lead times.

    Generally, the dynamics in packaging reflect the overall demand picture in the semiconductor business. Starting in mid-2020, the server and notebook markets gained steam, creating huge demand for different chips and packages for those markets. In addition, a sudden rebound in the automotive sector has turned the market upside down, causing widespread shortages for chips and foundry capacity.

    Shortages in the semiconductor and packaging markets aren’t new and occur during demand-driven cycles in the IC industry.

    Reply
  8. Tomi Engdahl says:

    Breaking The 2nm Barrier
    New interconnects and processes will be required to reach the next process nodes.
    https://semiengineering.com/breaking-the-2nm-barrier/

    Chipmakers continue to make advancements with transistor technologies at the latest process nodes, but the interconnects within these structures are struggling to keep pace.

    The chip industry is working on several technologies to solve the interconnect bottleneck, but many of those solutions are still in R&D and may not appear for some time — possibly not until 2nm, which is expected to roll out sometime in 2023/2024. Moreover, the solutions require new and expensive processes with different materials.

    Reply
  9. Tomi Engdahl says:

    Teardown: Samsung’s D1z DRAM with EUV Lithography
    https://www.eetimes.com/teardown-samsungs-d1z-dram-with-euv-lithography/

    Finally! After months of waiting, we have seen Samsung Electronics’ applied extreme ultraviolet (EUV) lithography technology for D1z DRAM in mass production! Early last year, Samsung Electronics announced the world’s first development of both ArF-i based D1z DRAM and separately its EUV lithography (EUVL) applied D1z DRAM.

    Reply
  10. Tomi Engdahl says:

    New Transistor Structures At 3nm/2nm
    Gate-all-around FETs will replace finFETs, but the transition will be costly and difficult.
    https://semiengineering.com/new-transistor-structures-at-3nm-2nm/

    Several foundries continue to develop new processes based on next-generation gate-all-around transistors, including more advanced high-mobility versions, but bringing these technologies into production is going to be difficult and expensive.

    Intel, Samsung, TSMC and others are laying the groundwork for the transition from today’s finFET transistors to new gate-all-around field-effect transistors (GAA FETs) at the 3nm and 2nm nodes, starting either next year or in 2023. GAA FETs hold the promise of better performance, lower power, and lower leakage, and they will be required below 3nm, when finFETs run out of steam. But even though these newfangled transistors are considered an evolutionary step from finFETs, and they have been in R&D for years, any new transistor type or material is a huge undertaking for the chip industry. Chipmakers have been postponing the move as long as possible, but to continue shrinking, GAA FETs are required.

    Reply
  11. Tomi Engdahl says:

    The global chip shortage is hurting businesses and could be a national security issue. Here are 9 quotes that help explain what that means for the market.
    https://markets.businessinsider.com/news/stocks/global-chip-shortage-quotes-explain-means-stocks-semiconductors-national-security-2021-2-1030051469

    Reply
  12. Tomi Engdahl says:

    No, you’re not imagining the tech drought: Lenovo PC stocks one third of normal amid pandemic demand
    ‘From US to Europe to China to Asia-Pacific, our channel inventory has never been so low’

    https://www.theregister.com/2021/02/03/lenovo_on_pcs/

    Reply
  13. Tomi Engdahl says:

    Worldwide chip shortage expected to last into next year, and that’s good news for semiconductor stocks
    Last Updated: Feb. 22, 2021 at 2:37 p.m. ET
    First Published: Feb. 22, 2021 at 1:55 p.m. ET
    By Wallace Witkowski
    https://www.marketwatch.com/story/worldwide-chip-shortage-expected-to-last-into-next-year-and-thats-good-news-for-semiconductor-stocks-11614020156

    Chip stocks are trading at record highs amid demand spike due to pandemic and other factors, but analysts say continuing short supply of semis are likely to send them higher despite memories of 2018 shortage that led to oversupply glut

    Reply
  14. Tomi Engdahl says:

    Biden rushes to address global computer chip shortage with his latest executive order
    https://www.cnbc.com/2021/02/24/biden-rushes-to-address-global-computer-chip-shortage-with-his-latest-executive-order.html

    President Joe Biden will sign an executive order aimed at addressing a global semiconductor chip shortage, administration officials said.
    The executive order is aimed at addressing a global semiconductor chip shortage that has forced U.S. automakers and other manufacturers to cut production.
    The administration will launch a 100-day review of supply chains for four products: semiconductor chips, large-capacity batteries for electric vehicles, rare earth minerals and pharmaceuticals.

    Reply

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