Semiconductor industry is no longer dominated by a handful of the largest players. GSEC will follow a different path, competing not so much on their performance edge or lower price, but on making the best chips for specific purposes, what data capture and communications services their chips enable, and their ability to collaborate with other players across the Internet of Things (IoT) value chain.
The IoT presents a particularly daunting challenge for traditional semiconductor companies. In the first place, many continue to focus on their largest business segments — desktops, communications, and the like — a distraction from the opportunities offered by the IoT. Second, new market segments for IoT chips demand a much higher level of design heterogeneity and device integration, affecting not just the chips themselves but also what software is needed to run the chips, how the chips are integrated into their respective devices, and the way components are packaged within the devices, which would impact, for example, the casing surrounding the chips
These requirements are at the heart of the differentiated technologies and products which will be developed by GSEC that will feature low-power, cost-effective performance, RF, embedded memory, analog/power, and packaging. This “under-the-hood” differentiation at the semiconductor level will enhance the user and application experiences for IoT.
GSEC is aware that the chip sector dedicated to implementing the IoT is simply too diversified — in terms of products and services, of standards, and of industry verticals that need to be served — to have coalesced around a few top companies. In other words, as in every other industry, the key to success is figuring out how to monetize our capabilities.