The global IoT market is poised for explosive growth. By 2020, the market is expected to soar to $7.1 trillion. This infographic, courtesy of Jabil, gives an good overview of what will be connected (even garbage bins!).
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The Analog to Digital space arguably could be the high growth segment for semiconductors and does not face does the typically discussed technology constraints for lithography, 450 mm, materials etc… TI should do well as it gets full scale at it 300mm site but all others should do great at 200mm with legacy equipment.