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Semi market concentration: how busy are the semi companies buying each other?
02
Sep
2016
Concentration in the semi industry used to be a trend with Renesas (NEC/Hitachi/Mitsubishi), TI (Luminary Micro), NXP (Freescale), Microchip (Atmel), Cypress (Spansion). We are now hearing of QCOM interested in getting its hands on NXP after CSR. Can the Europeans stay the course (ST/Infineon/Nordic), can the smaller US companies (SiLabs, Analog Devices) or the Asian ones (Nuvoton) do too? It will become more and more difficult as powerful giants grow by acquisition. With the growing integration of analog (e.g. RF) with MCUs, we still see great niche players. Event though they don’t have new products this month, they are for sure continuing to innovate and differentiate.
Atmel
No change for the AVR and the Smart-ARM families.
No change for the AVR and the Smart-ARM families.
Dialog
The DA14680 is now the DA14680-01F08A92.
The DA14680 is now the DA14680-01F08A92.
Infineon
Infineon released the XMC4400 with new package variants – BAX suffixes – apparently tweaking thermal resistance and physical dimensions.
Infineon released the XMC4400 with new package variants – BAX suffixes – apparently tweaking thermal resistance and physical dimensions.
Microchip
Microchip added 118 products primarily in PIC16F1777/9 and PIC18F2xK40/4xK40 and F6xK40 and shed 52 in dsPIC30/33, PIC24 and PIC18F65. The PIC18(L)FxxK40 combine large (for an 8-bit architecture: 128/2 kB of Flash/RAM memory) Flash/EE/RAM memory, with XLP and 5V.
Microchip added 118 products primarily in PIC16F1777/9 and PIC18F2xK40/4xK40 and F6xK40 and shed 52 in dsPIC30/33, PIC24 and PIC18F65. The PIC18(L)FxxK40 combine large (for an 8-bit architecture: 128/2 kB of Flash/RAM memory) Flash/EE/RAM memory, with XLP and 5V.
Nordic
No change at Nordic this month.
No change at Nordic this month.
Nuvoton
4 products made it out of the gate this month in the NUC505 family: NUC505DLA, DSA, YLA and YLA2Y. These are 512/128 kB of Flash/RAM with a Cortex-M4 running at 100 MHz in LQFP and QFN 48 packages. They beef up the lower end of the 505 family, now 7 part numbers strong.
4 products made it out of the gate this month in the NUC505 family: NUC505DLA, DSA, YLA and YLA2Y. These are 512/128 kB of Flash/RAM with a Cortex-M4 running at 100 MHz in LQFP and QFN 48 packages. They beef up the lower end of the 505 family, now 7 part numbers strong.
NXP
NXP is focusing on the Kinetis W (with integrated RF) and the low end LPC series this month. The W series sees the 21Z (a Cortex-M0+ family) adding Thread and an on-chip balun to the 20Z. We see a similar trend with the 41Z and 31Z adding BLE Mesh, IPv6, generic FSK and a balun to the existing 40Z and 30Z while increasing sensitivity by a few dB.
Except for a narrower temperature range and different package offering, we failed to find differences between the new LPC83x and its sibling the LPC82x.
NXP is focusing on the Kinetis W (with integrated RF) and the low end LPC series this month. The W series sees the 21Z (a Cortex-M0+ family) adding Thread and an on-chip balun to the 20Z. We see a similar trend with the 41Z and 31Z adding BLE Mesh, IPv6, generic FSK and a balun to the existing 40Z and 30Z while increasing sensitivity by a few dB.
Except for a narrower temperature range and different package offering, we failed to find differences between the new LPC83x and its sibling the LPC82x.
Renesas
The RL78/I1C family with 7 new parts was introduced to address the high-end smart electricity meter market. These parts support a segment LCD, with package from 64 to 100 pins and 24 sigma-delta converters.
On the RX front, in the RX62T family, one product was added, the R5F562TAADFP at 100MHz / LFQFP100.
The RL78/I1C family with 7 new parts was introduced to address the high-end smart electricity meter market. These parts support a segment LCD, with package from 64 to 100 pins and 24 sigma-delta converters.
On the RX front, in the RX62T family, one product was added, the R5F562TAADFP at 100MHz / LFQFP100.
SiliconLabs
Silicon Labs EFM8 and EFM32 portfolios were quiet this month.
Silicon Labs EFM8 and EFM32 portfolios were quiet this month.
Spansion/Cypress
We continue sourcing our data from the new Cypress site area dedicated to the former Spansion products. No changes were found this month.
We continue sourcing our data from the new Cypress site area dedicated to the former Spansion products. No changes were found this month.
ST Microelectronics
3 new STM8L101G appeared,they are 4kB program memory variants of the existing 8kB.
The STM32 got 15 new part numbers, all are extended temperature or Tape&Reel versions of existing products.
3 new STM8L101G appeared,they are 4kB program memory variants of the existing 8kB.
The STM32 got 15 new part numbers, all are extended temperature or Tape&Reel versions of existing products.
Texas Instruments
A handful of MSP430 products appeared in the F67 family while the rest of the portfolio was quiet.
Newsletter |
A handful of MSP430 products appeared in the F67 family while the rest of the portfolio was quiet.
When MCHP goes down, NXP goes up…
09
Aug
2016
Microchip targets low-power/low-cost 32-bit applications while NXP shows Cortex-M7 for complex motor control segment. And you thought the summer would be peaceful?
Atmel
No change for the AVR family and only a handful of products surfaced in the G55 family and one in the L21(J17) – new silicon revision and a new package combination.
No change for the AVR family and only a handful of products surfaced in the G55 family and one in the L21(J17) – new silicon revision and a new package combination.
Dialog
There was a new revision of the datasheet for the DA14680 that shows better power consumption. No other product change.
There was a new revision of the datasheet for the DA14680 that shows better power consumption. No other product change.
Infineon
Infineon released a TSSOP 38 package for the XMC1402 this month.
Infineon released a TSSOP 38 package for the XMC1402 this month.
Microchip
Microchip added 182 products, across the board: dsPIC30F +11, dsPIC33 +24, PIC10 +11,PIC12 +28, PIC16 +17, PIC18 +22, PIC24 +21, PIC32Mx/Z +26 and last but not least,
the PIC32MM with 24 part numbers, announced in the last 30 days. The PIC32MM targets low power, low cost (read IoT at large) applications. It boasts:
Microchip added 182 products, across the board: dsPIC30F +11, dsPIC33 +24, PIC10 +11,PIC12 +28, PIC16 +17, PIC18 +22, PIC24 +21, PIC32Mx/Z +26 and last but not least,
the PIC32MM with 24 part numbers, announced in the last 30 days. The PIC32MM targets low power, low cost (read IoT at large) applications. It boasts:
- MIPS32 M14K core running at 25MHz,
- Less than 500 NA in sleep mode with RAM retention,
- Up to 64/8 kB of Flash/RAM,
- 14-channel ADC, 2 UART, 2 SPI/I2S,
- 4x4mm to 6x6mm packages, from 20QFN to 28 QFN,
- $0.84 to $1.12 @1ku,
Nordic
No changes this month.
No changes this month.
Nuvoton
No changes this month.
No changes this month.
NXP
NXP had shy of 80 new products this month. The bulk is an additional reel option but we are seeing also a few QFP-EP package options in the K family as well as some notable additions: the MK02FN64VLF10 a 48-QFP variant, the MKL03Z32CBF4R with a whopping 1.99 x 1.61 x 0.34 mm foot print and the MKL28, the fastest at 72MHz and largest memory at 512kB Flash/128kB RAM Cortex-M0+ of the market. On the latter, Spansion/Cypress has parts with 560kB of Flash, but they lag with “only” 64kB of RAM.
Finally, we welcome the release in the real-time control V family of the MKV5 a new implementation of the Cortex-M7 at 240 MHz. The family has 8 members split evenly between the MKV56 (no Ethernet) and the MKV58 with Ethernet. The family shows impressive features:
NXP had shy of 80 new products this month. The bulk is an additional reel option but we are seeing also a few QFP-EP package options in the K family as well as some notable additions: the MK02FN64VLF10 a 48-QFP variant, the MKL03Z32CBF4R with a whopping 1.99 x 1.61 x 0.34 mm foot print and the MKL28, the fastest at 72MHz and largest memory at 512kB Flash/128kB RAM Cortex-M0+ of the market. On the latter, Spansion/Cypress has parts with 560kB of Flash, but they lag with “only” 64kB of RAM.
Finally, we welcome the release in the real-time control V family of the MKV5 a new implementation of the Cortex-M7 at 240 MHz. The family has 8 members split evenly between the MKV56 (no Ethernet) and the MKV58 with Ethernet. The family shows impressive features:
- Up to 1MB/256kB of Flash/RAM
- 4 x 8ch 12-bit ADC for dual motor control
- Up to 44 timer channels for easier advanced motor control
- 3 FlexCAN modules for high speed, high-reliability industrial communication
- 64-bit AXI memory interface for cache and external memory
- $4.49 to $6.69 @1ku,
Renesas
The RL78 and RX portfolios were steady this month, except for the release of the RX63NACDFB, a 144-LQFP variant of existing parts.
The RL78 and RX portfolios were steady this month, except for the release of the RX63NACDFB, a 144-LQFP variant of existing parts.
SiliconLabs
Silicon Labs EFM8 was quiet this month while its bigger cousin had 6 new parts in the EFM32JG and EFM32PG; they are 128kB Flash variants of existing 256 kB Flash parts.
Silicon Labs EFM8 was quiet this month while its bigger cousin had 6 new parts in the EFM32JG and EFM32PG; they are 128kB Flash variants of existing 256 kB Flash parts.
Spansion/Cypress
We began sourcing our data on the new Cypress site area dedicated to the former Spansion products. We noticed quite a bit of change since last month when the data was hosted on the Spansion web site. We believe these are teething problems that we will see resolved over the next couple of months, when the integration of the Spansion data is complete.
We began sourcing our data on the new Cypress site area dedicated to the former Spansion products. We noticed quite a bit of change since last month when the data was hosted on the Spansion web site. We believe these are teething problems that we will see resolved over the next couple of months, when the integration of the Spansion data is complete.
ST Microelectronics
ST released 14 new STM8 products, mostly variations on the packing of existing parts.
On the STM32 front, some changes happened beyond the R(eel) options, with a 64-LQFP for the F105 at 64kB Flash. Most interestingly is the STM32F105VCT6 with 3 different software codes priced from $3.35 to $4.639 @10k, a whopping 38% adder for software IP.
24 products also dissapeared in the L151 and L152 families.
ST released 14 new STM8 products, mostly variations on the packing of existing parts.
On the STM32 front, some changes happened beyond the R(eel) options, with a 64-LQFP for the F105 at 64kB Flash. Most interestingly is the STM32F105VCT6 with 3 different software codes priced from $3.35 to $4.639 @10k, a whopping 38% adder for software IP.
24 products also dissapeared in the L151 and L152 families.
Texas Instruments
A handful of MSP430 products appeared in the Fram family while the rest of the portfolio was quiet.
Newsletter |
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A handful of MSP430 products appeared in the Fram family while the rest of the portfolio was quiet.
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