Memory ICs to account for 53% of total 2018 semi capex

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IC Insights forecasts total semiconductor capital expenditures will rise to $102.0 billion this year, marking the first time that the industry has spent more than $100 billion on capital expenditures in one year. The $102.0 billion spending level represents a 9% increase over $93.3 billion spent in 2017, which was a 38% surge over 2016. Figure 1 shows that more than half of industry capital spending is forecast for memory production--primarily DRAM and flash memory--including upgrades to existing wafer fab lines and brand new manufacturing facilities. Collectively, memory is forecast to account for 53% of semiconductor capital expenditures this year. The share of capital spending for memory devices has increase substantially in six years, nearly doubling from 27% ($14.7 billion) in 2013 to a forecast of 53% ($54.0 billion) of total industry capex in 2018, which amounts to a 2013-2018 CAGR of 30%.


2017 Roundup Of Internet Of Things Forecasts

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The global IoT market is projected to grow to $661.74B by 2021. The Industrial IoT market is expected to grow to $123.8B by 2021, and the IoT Cloud Market is estimated to grow to $7.15B by Source: IoT Growth: A Forecast. WiFi and Bluetooth low energy (BLE) are top contenders as preferred IoT connectivity mechanisms. However, long-range, wide-area networks (LoRaWAN) and narrowband IoT (NB-IoT) are equally poised to give a tough fight to WiFi and BLE vendors. Data analytics, correlation, and pattern recognition capabilities at point-of-data creation prove to be a key decision factor in vendor evaluation.


Demand for augmented and virtual reality expected to soar this year

ZDNet

Demand for augmented reality (AR) and virtual reality (VR) technologies will see explosive growth this year compared with 2017, according to a study released by International Data Corp (IDC). The research firm forecasts that worldwide spending on AR and VR products and services will reach $27 billion in 2018, a 92 percent increase year over year. It expects to see spending on these technologies and services achieve a five-year compound annual growth rate (CAGR) of 72 percent over the 2017 to 2022 forecast period. IDC's latest update to its Worldwide Semiannual Augmented and Virtual Reality Spending Guide provides forecasts for 20 industries, and reports an increase in AR/VR use cases from 28 to 39 across sectors including consumer goods, media, education, and government. The consumer industry maintains its position as the biggest source of spending for AR/VR products and services over the course of the forecast period, reaching $53 billion by 2022.


Asia/Pacific Augmented and Virtual Reality Spending to Reach USD 11.1 Billion in 2018 - IoTNews.asia

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Asia/Pacific (excluding Japan) spending on augmented reality and virtual reality (AR/VR) is forecast to reach US $11.1 billion in 2018, an increase of more than 100% from $4.6 billion the previous year. The latest update of IDC's Worldwide Semiannual Augmented and Virtual Reality Spending Guide provides a detailed view at the investments on AR/VR products and services which have gained exceptional market momentum in 2018 and are expected to achieve a five-year compound annual growth rate (CAGR) of 68.5% throughout the forecast period (2017-22). "The availability of new standalone VR headsets such as Oculus Go from Facebook and Mirage Solo from Lenovo is expected to drive adoption as well as content spending in 2018 and beyond, as these headsets eradicate the need for pairing with PCs or Consoles that used to drive costs higher for AR/VR experiences," Being the largest source of spending, the consumer sector will continue to drive growth for AR/VR products and services holding a 51.3% share of overall spending in 2018. The growth will be primarily driven by the availability of new headsets for VR which will lead to VR consumer spending. While AR spending will be dominated by the purchase of services – the launch of Augmented Reality SDK platforms from both Google and Apple are also expected to drive spending on application development and games for mobile platforms.


Retail and banking leading cognitive and AI systems growth

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Retail and banking are driving demand for cognitive and artificial intelligence according to new figures from IDC, which also show Asia Pacific is expected to be the second largest spender on the technologies by 2021. IDC says many industries are'aggressively' investing in cognitive and AI solutions, with the technologies proliferating across all industries, resulting in significant growth opportunities. The analyst firm's Worldwide Semiannual Cognitive Artifical Intelligence Systems Spending Guide shows worldwide spending is forecast to hit US$12.0 billion this year – up 59.1% on 2016 spend. Come 2021, IDC is forecasting spend to reach US$57.6 billion. Retail and banking will account for $1.74 billion and $1.72 billion of 2017's spend, with discrete manufacturing, healthcare and process manufacturing also expected to crack the $1 billion spend this year.