We search for industry news, so you don't need to.
News | Search | Subscribe
Viewpoint Index

January 17, 2013

Joe Holt, VP Business Development, Integra Technologies

Joe Holt, VP Business Development, Integra Technologies
Joe Holt, VP Business Development, Integra Technologies
After a pause in 2012, we expect the semiconductor industry to resume at least a moderate growth rate.  The primary driver will continue to be the "smart" consumer appliances we are all familiar with -- phones, tablets, e-books. With smart phone penetration only ~40% worldwide and only ~50% in the US, there is still ample room to grow.Packaging and test of the ever-increasing circuit densities these applications demand (die stacking, 2.5D & 3D package configurations) will keep us all busy solving new technical challenges. But the top firms are up to it.

One often-overlooked area we also see growing is military electronics. With the near certain reductions in military spending coming soon this may not seem obvious, but a little deeper look reveals why we expect this will be true. Reducing headcount is a primary piece of the DoD plan to reduce costs. But how can you do that and still maintain the strongest military in the world? By equipping the remaining personnel with the latest electronic surveillance, weapons systems and communications systems so they can be even more effective. This means that the military will continue to consume higher and higher complexity semiconductors -- even causing some semiconductor companies to reintroduce military product lines.

Joe Holt, VP Business Development
Integra Technologies