Saturday, October 10, 2015



Link to TechEye

Dell pushes on with EMC acquisition

Posted: 09 Oct 2015 06:49 AM PDT

EMC logoIt looks like the speculation that Dell wants to buy EMC appears to have more legs than many thought.

Earlier this week, the Wall Street Journal posted a story suggesting a deal was in the offing. But it has followed that original story up by saying that the deal, with its buddies at Silver Lake, would require $50 billion to be available.

The Wall Street Journal is not given to publishing rumours without facts behind them. But there is still some doubt as to whether the deal will go through. The WSJ is saying a deal could take place pretty soon.

Yesterday, at the Canalys Channels Forum held in Barcelona, a senior executive at Dell Europe refused to comment on the matter.

But several attendees asked about the acquisition suggested that it made a lot of sense. HP used to have a strong relationship with EMC but that alliance dissolved some time ago. Dell is committed to selling its products and services through two tier distribution and buying EMC would complement its own channel push, and give it additional leverage in the global market.

An EMC buy would really put Dell in the very top league in terms of market share and would accelerate its move to a two tier model.

Chinese eye up Sandisk and Toshiba

Posted: 09 Oct 2015 06:32 AM PDT

Samsung DRAMA report said that state owned Tsinghua Unigroup, which alread owns a 15 percent stake in Western Digital, has its eyes set on other acquisitions too.

Tsinghua has already attempted to take over US DRAM manufacturer Micron, but a takeover is probably out of the question. However, according to a report in Digitimes, it will try and take a 10 to 20 percent stake in Micron instead.

Sandisk and Toshiba, which both make NAND flash technology, are both being eyed up by Tsinghua, according to the sources.

One problem with taking a stake in Micron is that its technology apparently uses patents licensed from third parties. But that wouldn't happen if it managed to take over Toshiba's flash technology and Sandisk's.

The Chinese government has a five year plan to create its own semiconductor industry for storage, including hard drives, DRAM and NAND flash memory.

Sandisk, Toshiba and Micron haven't commented on the report, which you can read here.

Semiconductor sales to fall this year

Posted: 09 Oct 2015 06:24 AM PDT

Picture courtesy of Wikimedia CommonsSales of semiconductors are expected to fall by 0.8 percent during 2015, and that's the first revenue decline since 2012.

That's according to Gartner, which said worldwide revenues will total $337.8 billion this year, largely because of a decline in demand from consumers.

"The outlook for the major applications that drive the semiconductor market, including PCs, smartphones and tablets, has been revised downward," said Andrew Norwood, a research vice president at Gartner.

He said that has combined with the continuing effect of the strong dollar in important markets outside the USA, to cause the decline.

"Not only did the year start badly, but we are not seeing the typical ramp up in sales of semiconductors in many areas of the market in anticipation of the holiday season," Norwood said. "As a result, sales are not going to recover enough in the second half to halt an annual decline in semiconductor revenue for 2015."

The slowing Chinese economy and the strong dollar mean electronic equipment in Western Europe and other markets are more expensive.

But Gartner believes that semiconductor revenues will rise by 1.9 percent in 2016, although there will be a glut of DRAM.

He said DRAM revenues are likely to fall by 12.2 percent next year because of oversupply.

3D printer sales go through the roof

Posted: 09 Oct 2015 06:15 AM PDT

Tigre-3DA report from IDC said that sales of 3D printers in the USA are "white hot" with vendors targeting the country as the largest market.

Hardware revenues from 3D printers will be worth as much as $1.5 billion by 2019, according to the report.

The reason for companies using 3D printers is because it reduces manufacturing cycle times and also dents prototyping costs. Time Greene, a research director at IDC, said: "These technologies can help deliver larger, more accurate, and more solidly built models in a fraction of the time."

There are different technologies available but fused deposition modelling (FDM) holds the biggest share in the 3D printing market. Dual extrusion printing can double the build speed, according to Greene.

The entry of new vendors like HP means the market for units will grow by over 30 percent a year between now and 2019.

IDC said that there's a "vast array" of vendors trying to gain market share with different and competitive technologies. IDC surveyed over 150 3D printer manufacturers that sell in both the USA and worldwide.

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