Here is collection of some predictions for year 2023. This is a collection of links to prediction articles followed by a short quote or quotes of what I see the main points in them.
Ennuste vuodelle 2023: Ongelmat helpottavat
“After a couple of exceptional years, the electronics market, challenged by the pandemic and pent-up demand, has signs of a calmer ride on the horizon. Mouser’s Mark Burr-Lonnon predicts slower, but more predictable growth”
“According to World Semiconductor Trade Statistics, the global semiconductor market will grow by 13.9 percent in 2022 and continue to grow by 4.6 percent in 2023. While these statistics show that global demand for semiconductors is slowing, they still show steady growth in all key regions of the world as the electronics industry begins to settle into a more manageable state of equilibrium.”
AMD, Intel, and Nvidia Reportedly Slash Orders with TSMC
“Large customers revise orders to TSMC due to the economy slowdown.”
“According to the report, virtually all TSMC clients will experience a downturn and have to cut orders, so TSMC’s utilization will decline significantly in Q1 2023. For example, the utilization rate of TSMC’s N7-capable lines (7nm, 6nm-class technologies) will decline to around 50% in early 2023. Furthermore, even TSMC’s N5/N4-capable lines will be underutilized”
Tech That Will Change Your Life in 2023
“Big layoffs at Meta, Amazon, Snap and others? A global crypto fraud set in the Bahamas? Elon Musk buying and running Twitter? Look, not even Nostradamus could have seen all that coming.”
“The Metaverse, Now More Than Just Meta. For the last two years, we’ve said this is the year for virtual and augmented reality. But in 2023 we’re confident: headsets that give you a choice of VR (where you’re in a virtual world) and AR (where the virtual is overlaid in your real world) are coming. And they won’t just be from Meta, current holder of 90% of the VR market, according to research firm IDC.”
“Tech companies and their investors are grappling with the industry’s biggest downturn since at least 2008. The result is layoffs and hiring freezes at companies large and small. The PC and chip industries in particular have been clobbered by the biggest drop in sales in more than two decades. And while many survivors of past tech downturns preach that cuts should be deep, fast and early, it appears that the pain for tech workers will continue into 2023.”
“Account moochers, beware: The Netflix password crackdown is coming in early 2023. Netflix is the first streamer with an enforcement policy.”
“China and the U.S. are so interdependent—for manufacturing of smartphones and other electronics, for EV batteries and solar panels, for raw materials and intellectual property—it seems impossible they could go their separate ways with their own parallel supply chains and production bases. Yet it’s happening.”
“Artificial Intelligence Finds Real Use”
“Smart Home Gets Easier-ish”
“European Union legislation is changing Apple’s smartphones.”
Digipelaaminen ja e-pelimediat entistä suositumpia – kännykkäpelaaminen ei kasva enää
“Digital gaming and the consumption of game-related media content is increasingly popular, according to the Gamer Barometer 2022 study conducted at the University of Tampere. An increasing proportion of Finns play digital games at least occasionally, but the number of active mobile players is no longer growing at the previous pace.
Active mobile gaming has for the first time in the history of Gamer Barometers turned into a slight decrease, but still 59 percent of Finns still occasionally play mobile games.”
Xiaomin uusin sisältää tekniikkaa, jota ei ole vielä edes standardoitu
“Wi-Fi 7 support is of course interesting, when the IEEE standard is apparently not being completed until around 2024. Next year, however, a number of Wi-Fi 7-compatible smartphones will be introduced to the market. Xiaomi’s 13 Pro will probably be the first of them. Its arrival in Finland and prices will be revealed later.”
The tech IPO market collapsed in 2022, and next year doesn’t look much better
3 views: Predicting 2023’s key startup themes
“Anna Heim: The rise of API-first startups will continue in 2023
I am convinced that API-first will be a major trend in 2023, with this approach being both more widespread than it was previously, as well as more successful than less API-heavy options.
That APIs are on the rise isn’t exactly new — but API-first startups are a subgroup in this world, and one that is enjoying tailwinds.”
“The software company Tiobe measures the popularity of programming languages with its famous index, which measures search engine searches. Changes on the list happen slowly, but in December something happened right at the top of the list. C++ became the third most popular language over Java.”
“It’s not a trivial change, as C++ overtook Java for the first time in history. The top of the list is unchanged. Python and C are clearly in a class of their own.”
Sanna Marin: EU:n pitää katkaista teknologinen riippuvuus Kiinasta
“In an interview with Slush CEO Eerika Savolainen, Marin demanded that Europe break its technological dependence on China.
- We cannot depend on China. Economic relations should not be severed, but we cannot be in a position where an authoritarian country operating with a different logic is able to blackmail us, Marin said.
- I am afraid that we will make the same mistake with technology and digitality as with energy. We thought that a close economic relationship would prevent war, but we were wrong.”
Kyberturvan ammattilaisista on huutava pula
“There is an acute shortage of cyber security professionals. There is an estimated global shortage of three million professionals.”
Innovators 2023
These are some of the innovators and leaders in the electronics technology space.
Ennuste vuodelle 2023: Ongelmat helpottavat
“the demand for smarter and more networked products and systems has also spread to business-to-business sectors, where digitization and the emergence of the fourth industrial revolution have begun to take over the sector. For example, in manufacturing, the Industrial Internet of Things (IIoT), characterized by interconnected sensors, communication/data transfer, and advanced data analytics, has transformed the efficiency of production processes in the factory. The IIoT depends on highly advanced integrated circuits that provide intelligence for sensing, measurement and monitoring, power management, control and communication.”
1,139 Comments
Tomi Engdahl says:
Kiintolevy katoaa, nauhaa myydään yhä enemmän
https://etn.fi/index.php/13-news/14489-kiintolevy-katoaa-nauhaa-myydaeaen-yhae-enemmaen
Perinteisten mekaanisten kiintolevyjen markkinat ovat syöksyssä. Trendfocusin mukaan viime vuonna HDD-levyjä myytiin jopa 42 prosenttia vähemmän kuin edellisvuonna. Samaan aikaan nauhatallennuksen suosio kasvaa edelleen kiihtyvällä vauhdilla.
Parhaimmillaan HDD-levyjä myytiin reilu 10 vuotta sitten, kun myyntimäärä ylsi lähelle 650 miljoonaa levyä vuodessa. Siitä määrä on pudonnut selvästi alle puoleen. Syynä on sekä SSD-levyjen tulo läppäreihin ja myös muihin koneisiin, mutta myös levyjen kapasiteetin kasvu. Suurimmat levyt tallentavat dataa jo 20 teratavua.
Tomi Engdahl says:
https://www.uusiteknologia.fi/2023/01/19/emerson-haluaa-ostaa-national-instrumentsin/
Tomi Engdahl says:
https://www.uusiteknologia.fi/2023/01/20/mika-tahansa-tietokone-on-kunnostettavissa/
Tomi Engdahl says:
EU-lainsäädäntö voi kieltää 8K-televisiot
https://etn.fi/index.php/13-news/14492-eu-lainsaeaedaentoe-voi-kieltaeae-8k-televisiot
Elektroniikkamyymälöissä monen katse kiinnittyy uusiin 8K-resoluutiota tarjoaviin televisioihin. Laitteet ovat vielä kalliita, mutta vievät toki viihteen ja urheilun aivan uudelle tasolle. EU:n lainsäädäntö näyttää kuitenkin kieltävän 8K-televisioiden myynnin ensi vuonna.
EU:n komissio ilmoittaa, että uuteen energiatehokkuuslakiin (EEI, energy efficiency index) ei tule korjauksia. Näin alkuperäinen tiukempi direktiivi tulee voimaan maaliskuussa. Tällä hetkellä kaikkien markkinoilla myytävien 8K-televisioiden energiankulutus on liian suuri.
Tällä hetkellä OLED-televisiot voivat kuluttaa hieman enemmän virtaa kuin LCD-televisiot. Poikkeuksia ei kuitenkaan sallita maaliskuun alusta lähtien. Tällöin esimerkiksi 55 tuuman television tehonkulutus saa olla enimmillään 84 wattia, 65-tuumaisen 112 wattia ja 75-tuumaisen 141 wattia.
Tomi Engdahl says:
DRAM-hinnat laskussa, varastoissa paljon tavaraa
https://etn.fi/index.php/13-news/14493-dram-hinnat-laskussa-varastoissa-paljon-tavaraa
TrendForce ennustaa DRAM-piirien hintojen laskevan tällä neljänneksellä 13–18 prosenttia loppuvuoden hinnoista. Syynä ovat ennen kaikkea valmistajien suuret varastot. Kuluttajien kysyntä niin PC-tietokoneissa kuin älypuhelimissa on heikentynyt.
Tutkimuslaitoksen mukaan kolmesta suuresta valmistajasta vain Samsung on onnistunut pienentämään varastojaan eli kasvattamaan myyntiään. Tämäkin perustuu aggressiiviseen hinnoitteluun. Samaan aikaan esimerkiksi Micron on vähentänyt tuotantoaan, jotta DRAM-hinnat eivät lähtisi vieläkin kovempaan syöksyyn.
Tomi Engdahl says:
MIT saattoi ratkaista piin ongelman
https://etn.fi/index.php/13-news/14494-mit-saattoi-ratkaista-piin-ongelman
Transistorien määrä piisirulla on kaksinkertaistunut joka vuosi aina 1960-luvulta lähtien, mutta nyt Mooren laki uhkaa tulla tiensä päähän. Kun rakenteista tulee mikroskooppisen – vai pitäisikö nanoa nanoskooppisen – pieniä, piin sähköiset ominaisuudet heikkenevät. Nyt Massachusetts Institute of Technologyn eli MIT:n tutkijat näyttävät löytäneen ongelmaan ratkaisun.
Ratkaisu pohjaa yhden atomin paksuisiin yksikiteisiin nanokalvoihin. Uudet 2D-materiaalit johtavat elektroneja paljon piitä tehokkaammin. Näiden käyttö tulevaisuuden prosessorien ja muistipiirien rakennusaineena vaatii kuitenkin, että kalvoja voidaan kasvattaa piikiekolle.
Tämän piti aiemman tietämyksen perusteella olla mahdotonta. 2D-kalvoja on kasvatettu safiirialustalle, mutta safiirista ei kukaan valmista muisteja. Ei ainakaan kaupallisesti järkevään hintaan. MIT:n tutkijat ovat kehittäneet menetelmän, jonka avulla sirujen valmistajat voivat valmistaa yhä pienempiä transistoreita 2D-materiaaleista kasvattamalla niitä olemassa oleville pii- ja muista materiaaleista koostuville kiekoille.
Tomi Engdahl says:
Googlen emoyhtiö aikoo antaa potkut jopa 12 000 työntekijälle https://www.is.fi/taloussanomat/art-2000009340148.html
Vain kaksi päivää sitten Microsoft kertoi jätti-irtisanomisista.
GOOGLEN emoyhtiö Alphabet aikoo vähentää jopa 12 000 työpaikkaa, ilmenee muun muassa Reutersin haltuunsa saamasta asiakirjasta. Wall Street Journalin mukaan vähennys on noin kuusi prosenttia yhtiön koko nuppiluvusta ja sen kaikkien aikojen suurin.
Rajut leikkaukset ravistelevat nyt teknologiasektoria. Vain muutamaa päivää aiemmin Microsoft kertoi vähentävänsä peräti 10 000 työpaikkaa.
Aiemmin irtisanomisista ovat kertoneet muun muassa Amazon, Twitter ja Meta (Facebook).
Googlen vähennykset koskettavat laajasti yhtiön työntekijöitä niin konsernitoiminnoissa kuin insinööripuolellakin.
Tomi Engdahl says:
https://www.pcworld.com/article/1476932/is-airjets-solid-state-cooling-the-future-of-pc-thermals.html
Tomi Engdahl says:
RIP, Overclockable Intel Non-K Chips, We Hardly Knew Ye
By Paul Alcorn published 2 days ago
Intel blocks overclocking on locked chips by…doing nothing.
https://www.tomshardware.com/news/rip-overclockable-non-k-intel-chips-we-hardly-knew-ye
Tomi Engdahl says:
Analog Everywhere
The world is becoming increasingly digital. That’s why analog is more important than ever.
https://www.eetimes.com/trends/analog-everywhere-design-solutions/
Tomi Engdahl says:
UI/UX-trendejä vuodelle 2023
https://we.knowit.fi/experience-fi/ui-ux-trendeja-vuodelle-2023
Löytyykö pitkään valta-asemassa olleelle flat design -trendille haastajaa? Jatkuuko dark moden suosio? Mitä ihmettä on lasimorfismi? Tuleeko millennium uudestaan?
Tomi Engdahl says:
https://techcrunch.com/2023/01/17/now-that-its-thoroughly-spoiled-heres-apples-m2-macbook-pro-event-video/
Tomi Engdahl says:
If you were hoping VR had a future at Microsoft … umm …
https://www.windowscentral.com/microsoft/microsoft-has-laid-off-entire-teams-behind-virtual-mixed-reality-and-hololens
Tomi Engdahl says:
https://www.edn.com/dont-ignore-the-need-for-small-low-capacity-batteries/
Tomi Engdahl says:
Area 120, Google’s in-house incubator, severely impacted by Alphabet mass layoffs
https://techcrunch.com/2023/01/20/area-120-googles-in-house-incubator-severely-impacted-by-alphabet-mass-layoffs/?tpcc=tcplusfacebook
Area 120, the Google in-house incubator responsible for products such as Checks, Tables, Stack and ThreadBite, has been significantly affected by broader layoffs at Google parent company Alphabet. A spokesperson tells TechCrunch via email that the majority of the Area 120 team has been “winded down,” and that only three projects from the division will graduate later this year into core Google product areas.
Previously, Area 120 was incubating pilots like the workplace video platform ThreadIt, spectrum marketplace Orion, document scanner Stack, and more. At any given time, it usually had around 20 projects underway, though not all of them were made public.
Tomi Engdahl says:
Android 13 is running on 5.2% of all devices five months after launch https://9to5google.com/2023/01/18/android-13-device-distribution/
According to the latest official Android distribution numbers from Google, Android 13 is running on 5.2% of all devices less than six months after launch. Today marks the first update to the distribution chart in 2023 and offers our first glimpse of how quickly Android 13 is being delivered to devices. According to Android Studio, devices running Android 13 now account for 5.2% of all devices. Meanwhile Android 12 and 12L now account for 18.9% of the total, a significant increase from Augusts 13.5% figure. Looking at the older versions, we see that usage of Android Oreo has finally dropped below 10%, with similar drops in percentage down the line. Android Jelly Bean, which previously weighed in at 0.3%, is no longer listed, while KitKat has dropped from 0.9% to 0.7%.
Tomi Engdahl says:
Proposed standardization of chiplet models for heterogeneous integration
https://resources.sw.siemens.com/en-US/white-paper-3d-ic-packaging-technology?cmpid=63112
Tomi Engdahl says:
Tripp Mickle / New York Times:
The recent tech layoffs highlight a generational divide between younger workers, experiencing their first downturn, and older workers, who have been here before
https://www.nytimes.com/2023/01/20/technology/tech-layoffs-millennials-gen-x.html
Tomi Engdahl says:
Rafaela Lindeberg / Bloomberg:
Nokia signs a multiyear cross-license patent agreement with Samsung, covering fundamental 5G and other tech, after the previous deal expired at the end of 2022
Nokia, Samsung Reach Amicable Multi-Year Agreement on 5G Patents
https://www.bloomberg.com/news/articles/2023-01-23/nokia-samsung-reach-amicable-multi-year-agreement-on-5g-patents
Deal comes after previous patent-licensing agreement expired
Nokia gets royalties from Samsung for use of its technology
Tomi Engdahl says:
AMD EPYC 9654 “Genoa” CPU is The New King of The Hill in the PassMark CPU benchmark.
https://wccftech.com/amd-epyc-9654-genoa-fastest-cpu-on-passmark-30-percent-faster-than-previous-fastest/
AMD EPYC 9654 “Genoa” Is Now The Fastest CPU On PassMark, 30% Faster Than Previous Fastest
AMD EPYC Genoa CPUs have landed on the PassMark performance database and the top EPYC 9654 chip has secured the top spot, beating the previous record holder by 30%.
AMD EPYC 9654 “Genoa” CPU Is The New King of The Hill In The PassMark CPU Benchmark
AMD launched its EPYC 9004 “Genoa” CPU lineup back in November 2022, featuring up to 96 cores based on the 5nm Zen 4 core architecture and new features incorporated within them. Leading the pack was the EPYC 9654, a 96-core and 192-thread juggernaut with a boost clock of up to 3.7 GHz, 384 MB of L3 cache, and a TDP of up to 400W. This chip can be configured in 1P and 2P servers and comes with all the latest I/O support you can expect like 8-channel DDR5-4800 memory and 128 PCIe Gen 5.0 lanes.
This chip has been giving Intel’s flagship, the Sapphire Rapids Xeon 8490H, a very hard time but now, the chip has a new benchmark where it has secured dominance and that’s PassMark.
Tomi Engdahl says:
Isabelle Bousquette / Wall Street Journal:
More than half of Whirlpool’s and less than half of LG’s smart appliances remain connected to the internet, via which they sell parts and subscription services
LG, Whirlpool Target Customers Disconnected From ‘Smart’ Appliances
https://www.wsj.com/articles/lg-whirlpool-target-customers-disconnected-from-smart-appliances-11674232811?mod=djemalertNEWS
The appliance makers continue to invest in efforts to drum up revenue through internet-connected devices, but many customers aren’t logging on
Appliance manufacturers are betting that internet-connected “smart home” appliances will help transform their businesses and the scope and length of their customer relationships—but not all customers are plugging in.
LG Electronics Inc. said that less than half of the smart appliances it has sold stay connected to the internet—a number it is actively working to increase, according to Henry Kim, the U.S. director of ThinQ, an LG platform primarily aimed at helping products leverage advanced technology.
Whirlpool Corp. said that more than half of its smart appliances remain connected, but the company declined to be more specific.
Amid pressure from weaker demand and rising materials costs, internet-connected appliances, including dishwashers and ovens that link to a customer’s home Wi-Fi network, could help manufacturers such as LG and Whirlpool recast what has traditionally been a one-time purchase business model into ongoing relationships with customers.
Internet-connected appliances provide manufacturers with data and insights about how customers are using their products, allowing them to sell relevant replacement parts or subscription services. They also enable manufacturers to send over-the-air updates that enhance the functionality of appliances.
“We want to continue to leverage the technology in the product,” said Whirlpool Chief Information Officer Dani Brown.
Development of these smart devices is a core priority for Whirlpool and LG, the companies said. But the proposition only works if consumers keep their smart appliances connected to Wi-Fi, and many aren’t
“The challenge is that a consumer doesn’t see the true value that manufacturers see in terms of how that data can help them in the long run. So they don’t really care for spending time to just connect it,” said Mr. Kim.
Even if appliances are connected to the internet when they are initially installed, there are a number of reasons they might end up disconnected, according to Bill Ray, an analyst at research and consulting firm Gartner Inc. If a customer changes their service provider or router or even their password, that could cause the device to disconnect, he said.
The smart-home trend began gaining traction around 2014, according to Mr. Kim, and has grown since then. While not all appliances sold today have smart features, at LG they represent 80% to 90% of appliances sold, with the remainder being basic low-cost models. Whirlpool declined to comment on the percentage of its sales represented by smart appliances.
The stakes are high for finding new lines of revenue in the manufacturing sector as companies contend with weakening consumer demand and increasing costs for materials, energy and other expenses. Whirlpool cut production by 35% during the third quarter of 2022 to shrink inventories. In a preview this month of its 2022 financial results, which are set for release Jan. 30, the company said it expects full-year sales to be down 10% from 2021.
Connected appliances can also receive over-the-air updates. Whirlpool said that last year it rolled out a leak-detection feature on its Maytag smart washing machines and an air-frying feature to its Whirlpool-branded smart ovens.
He said the company is working to better educate consumers on the sales floor about the benefits of connecting, and LG is working with delivery agents to ensure they connect appliances during the installation process. Additionally, he said, there is work being done on the software side so devices can reconnect automatically if they are disconnected.
on
LG Electronics said that less than half of the smart appliances it has sold remain connected to the internet.
Photo: Yonhap News/Zuma Press
By Isabelle Bousquette
Updated Jan. 20, 2023 3:59 pm ET
Print
Text
Appliance manufacturers are betting that internet-connected “smart home” appliances will help transform their businesses and the scope and length of their customer relationships—but not all customers are plugging in.
LG Electronics Inc. said that less than half of the smart appliances it has sold stay connected to the internet—a number it is actively working to increase, according to Henry Kim, the U.S. director of ThinQ, an LG platform primarily aimed at helping products leverage advanced technology.
Whirlpool Corp. said that more than half of its smart appliances remain connected, but the company declined to be more specific.
Amid pressure from weaker demand and rising materials costs, internet-connected appliances, including dishwashers and ovens that link to a customer’s home Wi-Fi network, could help manufacturers such as LG and Whirlpool recast what has traditionally been a one-time purchase business model into ongoing relationships with customers.
Internet-connected appliances provide manufacturers with data and insights about how customers are using their products, allowing them to sell relevant replacement parts or subscription services. They also enable manufacturers to send over-the-air updates that enhance the functionality of appliances.
“We want to continue to leverage the technology in the product,” said Whirlpool Chief Information Officer Dani Brown.
Development of these smart devices is a core priority for Whirlpool and LG, the companies said. But the proposition only works if consumers keep their smart appliances connected to Wi-Fi, and many aren’t
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“The challenge is that a consumer doesn’t see the true value that manufacturers see in terms of how that data can help them in the long run. So they don’t really care for spending time to just connect it,” said Mr. Kim.
Even if appliances are connected to the internet when they are initially installed, there are a number of reasons they might end up disconnected, according to Bill Ray, an analyst at research and consulting firm Gartner Inc. If a customer changes their service provider or router or even their password, that could cause the device to disconnect, he said.
The smart-home trend began gaining traction around 2014, according to Mr. Kim, and has grown since then. While not all appliances sold today have smart features, at LG they represent 80% to 90% of appliances sold, with the remainder being basic low-cost models. Whirlpool declined to comment on the percentage of its sales represented by smart appliances.
The stakes are high for finding new lines of revenue in the manufacturing sector as companies contend with weakening consumer demand and increasing costs for materials, energy and other expenses. Whirlpool cut production by 35% during the third quarter of 2022 to shrink inventories. In a preview this month of its 2022 financial results, which are set for release Jan. 30, the company said it expects full-year sales to be down 10% from 2021.
According to Murat Genc, Whirlpool’s global data, experiences & transformation officer, smart appliances are generating data from consumers and are producing new revenue opportunities. For example, he said, consumers can sync their smart ovens with the company’s Yummly Pro subscription recipe app, which can communicate with the oven to provide step-by-step cooking instructions.
Whirlpool said customers have the opportunity to opt in or out regarding whether their data is sent back to the company.
Matter Is Big Tech’s Answer to Smart Home Device Compatibility
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Matter Is Big Tech’s Answer to Smart Home Device Compatibility
Matter Is Big Tech’s Answer to Smart Home Device CompatibilityPlay video: Matter Is Big Tech’s Answer to Smart Home Device Compatibility
Apple, Amazon and Google are working together on a new smart home standard called Matter. WSJ’s Dalvin Brown explains how Matter works and why it’s a rare example of big tech companies playing nice. Illustration: Noah Friedman
Connected appliances can also receive over-the-air updates. Whirlpool said that last year it rolled out a leak-detection feature on its Maytag smart washing machines and an air-frying feature to its Whirlpool-branded smart ovens.
Mr. Kim said LG was able to gather data about how much water was passing through filters in customers’ refrigerators and then notify them via app that it was time for a filter replacement. The company saw an incremental increase in water-filter sales from those who had refrigerators connected compared with those who didn’t, Mr. Kim said.
While LG customers don’t have the opportunity to opt in or out on whether data from their WiFi connected devices is shared, Mr. Kim said all data is anonymized.
He said the company is working to better educate consumers on the sales floor about the benefits of connecting, and LG is working with delivery agents to ensure they connect appliances during the installation process. Additionally, he said, there is work being done on the software side so devices can reconnect automatically if they are disconnected.
Similarly at Whirlpool, Mr. Genc said the company is looking for ways to make its appliances “self healing,” so that if Wi-Fi goes out for a minute, appliances will automatically reconnect.
There is a level of variability in customers’ homes that also causes challenges, Mr. Genc said, especially when appliances end up in spaces with weak or no signal from routers. Mr. Genc said the company is also working on hardware to build stronger antennas.
Mr. Kim said LG has had conversations about putting cellular chips into appliances, but that adds a layer of complexity since the data plan would be an additional cost. At the moment, he said, Wi-Fi is the most practical option, despite the challenges.
“We do believe that connectivity will solve a lot of problems that we encounter in terms of really understanding customer insights and consumer behavior,” said Mr. Kim, “And without the connectivity it is going to be very difficult for us to do that.”
Tomi Engdahl says:
Microsoft:
Microsoft reports Q2 revenue up 2% YoY to $52.7B, net income down 12% YoY to $16.4B, Dynamics 365 revenue up 21% YoY, and LinkedIn revenue up 10% YoY — Earnings Release FY23 Q2 Microsoft Cloud Strength Drives Second Quarter Results REDMOND, Wash. — January 24, 2023 …
https://www.microsoft.com/en-us/Investor/earnings/FY-2023-Q2/press-release-webcast
Tom Warren / The Verge:
Microsoft reports Q2 devices revenue down 39% YoY, Xbox hardware revenue down 13%, Xbox content and services revenue down 12%, and Windows OEM revenue down 39%
Microsoft Q2 2023: Windows, devices, and Xbox down as cloud holds strong
https://www.theverge.com/2023/1/24/23569050/microsoft-q2-2023-earnings-revenue-profits-windows-xbox-gaming-surface
Windows OEM revenue and hardware revenues both down big in Q2.
Microsoft has just posted the second quarter of its 2023 fiscal financial results. The software maker made $52.7 billion in revenue and a net income of $16.4 billion during Q2. Revenue is up 2 percent, but net income has dropped by 12 percent. The results come just days after Microsoft announced 10,000 layoffs.
Microsoft previously forecast a tough quarter for Windows OEM revenue and hardware, and the results are clear on the state of the PC industry right now. PC shipments fell by 16 percent in 2022, according to analysis by Canalys, and Gartner reported a nearly 29 percent year-over-year drop in Q4 — the largest quarterly shipment decline since it began tracking the PC market in the mid-1990s. Microsoft’s Windows-related revenue has been hit hard as a result.
Tomi Engdahl says:
Jordan Novet / CNBC:
Microsoft Cloud revenue grew 22% YoY to $27.1B, including Intelligent Cloud up 18% YoY to $21.5B, which was driven by Azure and other cloud services up 31% YoY
Microsoft offers lackluster guidance, says new business growth slowed in December
https://www.cnbc.com/2023/01/24/microsoft-msft-earnings-q2-2023.html
Tomi Engdahl says:
Nikkei Asia:
Taiwan’s Foxconn, iPhone assembler Pegatron, MacBook maker Quanta, and iPad supplier Compal plan to grow their Mexico manufacturing presence in 2023
Taiwan’s Foxconn and others accelerate investment in Mexico
Supply chain shifts westward thanks to U.S. policy and client requests
https://asia.nikkei.com/Spotlight/Supply-Chain/Taiwan-s-Foxconn-and-others-accelerate-investment-in-Mexico
Tomi Engdahl says:
Brody Ford / Bloomberg:
IBM plans to cut ~1.5% of its global workforce, or a “ballpark” 3,900 jobs, focusing on workers who stayed after the company spun off Kyndryl and Watson Health — International Business Machines Corp. delivered an upbeat annual sales forecast while announcing it would eliminate …
IBM to Cut About 3,900 Workers, Still Hiring in ‘Higher Growth’ Areas
https://www.bloomberg.com/news/articles/2023-01-25/ibm-to-cut-about-3-900-workers-still-hiring-in-higher-growth-areas
Company will cut about 1.5% of workforce, CFO Kavanaugh says
Free cash flow in 2023 projected to be $10.5 billion
International Business Machines Corp. delivered an upbeat annual sales forecast while announcing it would eliminate about 1.5% of its global workforce, following similar job cuts the past few months by many of its technology peers.
Jordan Novet / CNBC:
IBM reports Q4 revenue flat YoY at $16.69B, vs. $16.4B est., net income up 16% YoY to $2.71B, and software revenue up 2.8% YoY to $7.29B, vs. $7.12B est.
IBM tops revenue estimates, says it will cut 3,900 jobs
https://www.cnbc.com/2023/01/25/ibm-earnings-q4-2022.html
IBM managed to avoid posting a revenue decline.
The company plans to cut about 3,900 jobs, or 1.5% of its workforce.
IBM
reported quarterly revenue on Wednesday that topped analysts’ estimates, driven by higher-than-expected growth in the company’s software and infrastructure segments. Here’s how the company did:
Earnings: $3.60 per share, adjusted, vs. $3.60 per share as expected by analysts, according to Refinitiv.
Revenue: $16.69 billion, vs. $16.4 billion as expected by analysts, according to Refinitiv.
Analysts had expected IBM’s total revenue to decline for the first time in two years, but it ended up being flat, according to a statement. Net income rose 16% to $2.71 billion.
Tomi Engdahl says:
Ian King / Bloomberg:
Lam Research, one of the three biggest US chip manufacturing equipment providers, plans to cut ~7% of its workforce to reduce expenses, or ~1,300 jobs worldwide — Lam Research Corp., one of the three biggest providers of chip-manufacturing equipment in the US, is cutting about 7% …
Lam Research to Cut 7% of Workforce After Weak Forecast
https://www.bloomberg.com/news/articles/2023-01-25/lam-research-to-cut-7-of-workforce-after-forecast-disappoints?leadSource=uverify%20wall
Company shedding 1,300 permanent, 1,400 temporary positions
Biggest order reductions coming from memory chipmakers
Lam Research Corp., one of the three biggest providers of chip-manufacturing equipment in the US, is cutting about 7% of its workforce to reduce expenses in a declining market.
Tomi Engdahl says:
Bloomberg:
Analysis: SoftBank’s new startup bets hit a record low in Q4 2022, with eight investment rounds totaling $2.1B; source: Vision Fund investments were below $350M — SoftBank Group Corp.’s new startup bets hit a record low last quarter as valuations continued to slide, chilling an already frosty startup winter.
SoftBank Deals Hit Record Low, Sapping Funding for Startups
https://www.bloomberg.com/news/articles/2023-01-25/softbank-deals-hit-record-low-sapping-funding-for-startups
SoftBank joins billions-wielding tech investors hitting pause
The end of easy money is forcing cost cuts at some startups
SoftBank Group Corp.’s new startup bets hit a record low last quarter as valuations continued to slide, chilling an already frosty startup winter.
The world’s largest tech investor — which at one point took part in $30 billion worth of financing rounds in more than 90 startups in a single quarter — participated in just eight investment rounds totaling $2.1 billion in the three months ending in December, data compiled by Bloomberg showed. It was the first time the number of SoftBank’s deals fell to single digits since the launch of its Vision Fund.
Tomi Engdahl says:
Ingrid Lunden / TechCrunch:
Dell acquires Tel Aviv-based Cloudify, a platform for cloud orchestration and infrastructure automation, sources say for ~$100M; Cloudify raised less than $8M — Dell is making an acquisition to beef up its cloud services business, specifically its offerings in DevOps: the company is buying Cloudify …
Dell has acquired cloud orchestration startup Cloudify, sources tell us for around $100M
https://techcrunch.com/2023/01/25/dell-has-acquired-cloud-orchestration-startup-cloudify-sources-tell-us-for-around-100m/
Tomi Engdahl says:
Ryan Smith / AnandTech:
SK hynix announces LPDDR5T, its latest memory chip for mobile devices, with a 9.6Gbps data transfer speed, 13% faster than the predecessor LPDDR5X’s 8.5Gbps
https://www.anandtech.com/show/18730/sk-hynix-intros-lpddr5t-memory-low-power-ram-at-up-to-96gbps
Tomi Engdahl says:
Samuel Stolton / Politico:
Sources: EU antitrust regulators plan to investigate Microsoft over allegedly unfairly tying Teams and other software to Office, after a Slack complaint in 2020
Microsoft set to face EU antitrust probe over video calls
https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant/
Software giant back in EU sights over its Teams video and messaging service.
Tomi Engdahl says:
Arjun Kharpal / CNBC:
Dutch chip equipment maker ASML reports Q4 sales up 29% YoY to €6.4B, 2022 net sales up 13% YoY to €21.1B, and forecasts 25% YoY net sales growth in 2023
Semiconductor giant ASML sees 2023 sales surge; says China revenue to be steady despite U.S. chip restrictions
https://www.cnbc.com/2023/01/25/asml-forecasts-25percent-rise-in-2023-revenue-as-chip-industry-recovers.html
Dutch chip equipment maker ASML forecast a 25% jump in 2023 revenue.
ASML CEO Wennink said China accounted for around 15% of sales in 2022 and will be at a “similar” amount this year, despite U.S. chip export restrictions.
For the fourth quarter of 2022, ASML’s net sales rose more than 29% to 6.4 billion euros ($7 billion).
For the full year, net sales came in at 21.1 billion euros, a more than 13% year-on-year rise.
Tomi Engdahl says:
Global Semiconductor Revenue Up 1.1% in 2022, Says Gartner
https://www.eetimes.eu/global-semiconductor-revenue-up-1-1-in-2022-says-gartner/?utm_source=newsletter&utm_campaign=link&utm_medium=EETimesEuropeWeekly-20230126
For the second consecutive year, Samsung Electronics is ahead of U.S. competitor Intel in Gartner’s Top 10 semiconductor vendors in 2022. When will Europe be back in the ranking?
Global semiconductor revenue grew 1.1% in 2022, to US$601.7 billion, up from US$595 billion in 2021, according to Gartner’s preliminary results. The combined revenues of the top 25 semiconductor suppliers increased 2.8% and accounted for 77.5% of the market in 2022.
The memory market, which accounted for about 25% of semiconductor sales in 2022, saw a 10% decline in revenue.
According to Gartner, non-memory revenue grew 5.3% in 2022. The strongest growth came from analog (+19% year over year) and discrete (+15% year over year). Analog and discrete growth was driven by solid demand from automotive and industrial end markets, supported by the secular growth trends of vehicle electrification, industrial automation and the energy transition.
Revenue growth is below Gartner’s predictions for the year 2022. In April, Gartner expected the global semiconductor market to decelerate to 13.6% in 2022 due to prices stabilizing with the improving inventory situation. Three months later, Gartner projected a 7.4% growth, to US$639.2 billion, in 2022.
Tomi Engdahl says:
https://etn.fi/index.php/13-news/14514-taivuteltavat-ovat-yksinkertaisesti-liian-kalliita
Tomi Engdahl says:
https://etn.fi/index.php/13-news/14515-uudessa-macbook-pro-koneessa-on-hitaampi-massamuisti
Tomi Engdahl says:
https://www.uusiteknologia.fi/2023/01/25/tietotekniikan-ja-viihde-elektroniikan-myynti-heikkeni/
Tomi Engdahl says:
https://www.uusiteknologia.fi/2023/01/26/nokia-kiri-loppuvuonna-tutkimukseen-edelleen-lisaa-rahaa/
https://etn.fi/index.php/13-news/14513-nokian-tuloksessa-paljon-hyvaeae
Tomi Engdahl says:
Jess Weatherbed / The Verge:
The EU Commission says Google has agreed to update its Store, Play Store, Hotels, and Flights to provide clear and accurate information and comply with EU laws
Google services to offer more accurate information in compliance with EU
https://www.theverge.com/2023/1/27/23573963/google-information-customer-transparency-eu-consumer-protection-rules
The tech giant will introduce changes to Google Store, Google Play Store, Google Hotels, and Google Flights to provide clearer information to its customers.
Many of Google’s offerings will soon be updated to provide clear and accurate information in compliance with consumer protection laws in the EU. Announced by the European Commission on Thursday, the Alphabet-owned company has agreed to introduce changes to Google Store, Google Play Store, Google Hotels, and Google Flights following discussions with the Consumer Protection Cooperation Network (CPC) in 2021.
“We see an increasing number of consumers turn to the internet to book their holidays, make purchases, or consult a review. EU consumers are entitled to clear, complete information so that they can make informed choices,” said EU Commissioner for Justice, Didier Reynders, in a statement. “The commitments made by Google are a step forward in this direction.”
Tomi Engdahl says:
Chavi Mehta / Reuters:
Intel reports Q4 revenue down 32% YoY to $14B, vs. $14.46B est., Data Center and AI down 33% YoY, and Q1 2023 revenue guidance below estimates; stock drops 9%+ — Chipmaker Intel Corp (INTC.O) forecast first-quarter revenue below Wall Street targets on Thursday, slammed by a worsening PC market …
Intel ‘stumbled,’ CEO says; shares drop 9.5% as loss forecast
https://www.reuters.com/technology/intel-forecasts-first-quarter-revenue-below-expectations-2023-01-26/
Jan 26 (Reuters) – Intel Corp (INTC.O) said on Thursday it expects to lose money in the current quarter, surprising investors with a bleaker-than-expected outlook for both the PC market and slowing growth in its key data center division.
Tomi Engdahl says:
Michael Bodley / Blockworks:
Sources: Amazon plans to launch an NFT initiative in April 2023, and has looked at layer-1 blockchains, blockchain-based gaming, and digital asset exchanges — Amazon is launching a digital assets enterprise, according to four sources familiar with the matter, who said that an NFT initiative is expected in the spring.
Amazon NFT Initiative Coming Soon: Exclusive
World’s largest retailer has been hovering at the edges of Web3 tech for some time
https://blockworks.co/news/amazon-nft-marketplace-web3
Amazon is launching a digital assets enterprise, according to four sources familiar with the matter, who said that an NFT initiative is expected in the spring.
Amazon has been shopping the digital collectibles effort to no shortage of power players in the industry, per multiple sources. Said to be among those entities are layer-1 blockchains, blockchain-based gaming startups and developers and digital asset exchanges. There’s a focus on blockchain-based gaming and related NFT applications, two sources said.
One example in the works, per one source: getting Amazon customers to play crypto games and claim free NFTs in the process.
The effort is still developing, sources said. April appears to have been penciled in for the e-commerce giant to make its bold crypto ambitions public.
Amazon “coming into the space” is “a big one” for crypto “for many different reasons, one source said.
Tomi Engdahl says:
New York Times:
Under increasing pressure in the US, ByteDance and TikTok shift their strategy for dealing with officials by going on the PR offensive and speaking out publicly — Keeping its head down has not paid off for the company, which now faces regulatory pressure on many fronts. So it is starting to speak out.
https://www.nytimes.com/2023/01/26/technology/tiktok-bytedance-data-security.html
Tomi Engdahl says:
Lawfare:
A briefing details Project Texas, TikTok’s plan to continue US operations by moving data to a US subsidiary formed in July 2022, using Oracle Cloud, and more
Project Texas: The Details of TikTok’s Plan to Remain Operational in the United States
https://www.lawfareblog.com/project-texas-details-tiktoks-plan-remain-operational-united-states
Tomi Engdahl says:
Computer chip designs are expensive and hard to license. That’s all about to change thanks to the popular open standard known as RISC-V. That’s why it’s one of the 10 Breakthrough Technologies of 2023.
https://www.technologyreview.com/2023/01/09/1064876/riscv-computer-chips-10-breakthough-technologies-2023/?utm_source=Facebook&utm_medium=tr_social&utm_campaign=site_visitor.unpaid.engagement
Tomi Engdahl says:
Purdue University Puts a Processor’s Clock Source Right Inside the Processor by Repurposing FinFETs
Capable of ticking over at up to 12GHz, this transistor-based clock could help alleviate supply chain issues.
https://www.hackster.io/news/purdue-university-puts-a-processor-s-clock-source-right-inside-the-processor-by-repurposing-finfets-53b0442734b9
Tomi Engdahl says:
A MacBook Security Chip Is Giving the Secondhand Computer Market Hell
Apple’s T2 chip is preventing refurbishers from being able to assign Macbook’s to a new user, which means they can’t sell them.
https://gizmodo.com/macbook-t2-security-chip-used-macbook-apple-1850030042
Tomi Engdahl says:
Ultra-Thin Solar Cells Easily Conform, Bend, and Even Flex
Jan. 26, 2023
A scalable fabrication technique yields ultra-thin, flexible, lightweight solar cells that can be attached to a surface or used as a fabric.
https://www.electronicdesign.com/power-management/article/21258826/electronic-design-ultrathin-solar-cells-easily-conform-bend-and-even-flex?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS230119070&o_eid=7211D2691390C9R&rdx.identpull=omeda|7211D2691390C9R&oly_enc_id=7211D2691390C9R
Tomi Engdahl says:
Jon Porter / The Verge:
Kuo: Apple plans to release a foldable iPad in 2024, featuring a carbon fiber kickstand, as well as an updated iPad mini, after a quiet 2023 for the iPad — Apple could be on track to release a foldable iPad as early as next year, according to supply chain analyst Ming-Chi Kuo.
Foldable iPad could arrive as early as next year, claims noted Apple analyst
https://www.theverge.com/2023/1/30/23577407/apple-ipad-foldable-analyst-ming-chi-kuo-2024-release-date
‘I’m positive about the foldable iPad in 2024,’ says Ming-Chi Kuo
Apple could be on track to release a foldable iPad as early as next year, according to supply chain analyst Ming-Chi Kuo. “I’m positive about the foldable iPad in 2024 and expect this new model will boost shipments and improve the product mix,” he tweeted early Monday. Kuo expects it to be joined by a revamped iPad Mini, due to enter mass production in early 2024.
Kuo didn’t offer many new details on the rumored iPad foldable, but said that it will feature a “carbon fiber” kickstand produced by Chinese component manufacturer Anjie Technology.
Tomi Engdahl says:
Bloomberg:
The memory chip sector, known for boom-and-bust cycles, is facing one if its worst-ever routs, as an inventory glut and a fight for marketshare crater prices — This time was supposed to be different. — The memory-chip sector, famous for its boom-and-bust cycles, had changed its ways.
Historic Crash for Memory Chips Threatens to Wipe Out Earnings
https://www.bloomberg.com/news/articles/2023-01-29/historic-crash-for-memory-chips-threatens-to-wipe-out-earnings?leadSource=uverify%20wall
Falling gadget demand has dealt massive blow to Hynix, Micron
Tomi Engdahl says:
Kim Jaewon / Nikkei Asia:
Samsung reports Q4 operating profit down 69% YoY to ~$3.5B, its lowest since Q3 2014, and revenue down 8% YoY to ~$57.3B, citing weak chip and smartphone demand — South Korean tech giant’s slump expected to continue in first half of this year — SEOUL — Samsung Electronics said Tuesday …
Samsung Electronics Q4 profit plummets amid global chip downturn
South Korean tech giant’s slump expected to continue in first half of this year
https://asia.nikkei.com/Business/Tech/Semiconductors/Samsung-Electronics-Q4-profit-plummets-amid-global-chip-downturn
Tomi Engdahl says:
Reuters:
Samsung reports a ~$1.38B mobile profit in Q4, down from ~$2.15B in Q4 2021, and says its 2023 chip investment will be similar to 2022, in contrast to rivals
Samsung to keep up chip investment, undeterred by 8-year-low profit
https://www.reuters.com/technology/samsung-electronics-q4-profit-falls-69-device-demand-drops-2023-01-31/
Tomi Engdahl says:
Anna Nicolaou / Financial Times:
Spotify reports Q4 revenue up 18% YoY to €3.2B and a €270M loss, up from €39M YoY, as operating costs rose 44% YoY; paying subscribers were up 10M to 205M — Music streaming group adds subscribers but is hit by rise in operating expenses — Spotify’s losses ballooned …
Spotify losses balloon after pandemic hiring binge
https://www.ft.com/content/f9f7b5cf-7d83-4454-8f5a-61f4187df01b