Ben Bajarin from Creative Strategies and Techpinions joined us in an interesting conversation why semiconductors are eating the world. By giving a broad overview of the industry spanning across the globe with a significant presence in Asia with the major players, Samsung and TSMC, we dissect how the semiconductors industry and Moore’s law are shifting the consumer electronics landscape from personal computers to mobile and now to Internet of Things. With the shift from US to China in manufacturing and hardware, we reflected on why it will be increasingly difficult for US to build their own consumer products and the future of consumer hardware will belong to the Chinese in the next two decades. Last but not least, Ben also shared the interesting insights arise from the recent Glance Conference focusing exclusively on the Apple watch.
Here are the interesting show notes and links to the discussion (with time-stamps included):
- Ben Bajarin (@benbajarin, LinkedIn) from Creative Strategies and Techpinions.
- Semiconductors Industry from Global to Asia [2:02]
- How do we define the semiconductors industry in today’s context with personal computers, mobility and Internet of Things? [3:25]
- An overview of the industry as a whole. How has it changed with mobile – smartphones and tablets?
- With the 50 anniversary for Moore’s law just passed, will it continue to dominate how semiconductors affect businesses out there? [9:46]
- A quick discussion on Post Moore’s law world from the makers community. [13:25]
- What are the differences and relationships between fabless manufacturers, foundries and integrated device manufacturers within the semiconductor industry? [17:20]
- Apple dual sourcing from TSMC and Samsung on the A9 Chip and Apple’s implications to the supply chain dynamics for chip makers. [20:11]
- Does the industry collaborate on the chip making process? [25:21]
- What are some of the interesting chip architectures? Why are they important in the role of software particularly in battery management? [26:20]
- Echoing Marc Andreessen’s “software is eating the world”, why are semi-conductors eating the world? [30:46]
- Whenever we think about semiconductors, we think of Intel, ARM, Nvidia, Qualcomm, Samsung and TSMC, who are the major players globally and in Asia? Why is it difficult for new entrants to enter into the industry? [31:16]
- The ARM platform and how they are enabling new entrants into the market. [31:46]
- Why are Google, Apple and Huawei building their own chips for their consumer electronics? (Ref: If designing semiconductors were easy, everyone would do it?) [35:35]
- As the semiconductors shift from US to China, why is it becoming increasingly difficult for US to build their own consumer products? Lessons from the recent Hover board fires in China. (Ref: Everything you need to know about the Hoverboard craze by Buzzfeed)
- Why is the future of consumer hardware belongs to the Chinese? [41:10]
- Samsung has been making a lot of in-roads in semiconductors as compared to their disastrous smartphones launches, is their future in semiconductors? [43:50]
- Roundup from Glance Conference
- What have we learned about the Apple watch so far and what are the interesting insights from the conference? [45:30]
Podcast Information:
The show is hosted by Bernard Leong (@bleongcw) and are sponsored by Ideal Workspace (Twitter, Facebook and LinkedIn) with their new Aspirus Desk on Indiegogo (Twitter, Facebook, Medium) and Linkcious (and check out their other product, Chiibi). Also check out Ideal Workspace’s new standing desk, Aspirus and sign up for their mailing list.
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