This downturn in semis is different from past cycles in that each segment seems to be taking a beating at different times. This cycle is serial, not parallel, and we probably need to see all of that play out before the sector starts to recover.
As we keep saying, IoT is not one thing. So maybe we should find a better way to segment the market. We think companies can analyst the opportunities available based on the complexity and engineering required to deliver their product to market.
IoT is a fragmented. Just looking at all the options for the connectivity side of IoT devices shows how diverse the options are. And as frustrating as that is to analyze, it has the advantage of providing the flexibility for customized solutions.
SLAB Bets the House on IOT – Silicon Labs’ IoT business could be immensely valuable, if it works. And they seem to think it really will work.