Semi IoT Market: Evaluating Companies to Find Leaders and Laggards

August 30, 2016 | State of the Market Report

Chip makers are jockeying to get a piece of the potentially huge internet of things (IoT) market. The stakes are high; chip makers that succeed will be able to call the shots in a new and potentially lucrative markets, while those that fall behind could be relegated to also-ran status. Looking at the battle at the chip level is useful because chip makers – with their chips and modules – are developing the foundation for the whole IoT market and, as a result, provide an early glimpse of the new world to come. This report looks at four companies, including Intel, Qualcomm, Texas Instruments, and Nvidia, and their IoT product strategies and business execution. Lux built a criteria to evaluate the companies on their technical value, business execution, and overall maturity, and mapped the companies onto the Lux Innovation Grid (LIG).

Coverage Area

  • Digital Transformation

Table of Contents

  • Title page
  • Contents
  • Introduction: Drivers to pursue IoT for semiconductor companies
  • IoT products and partnerships summary
  • IoT market focus and value chain
  • In IoT, product differentiation and partnerships, rather than value chain position, dictate success
  • Analysis
  • Outlook for the semi IoT industry

Lead Analyst

Pallavi Madakasira


Isaac Brown
Kevin See, Ph.D.