This connectivity trend is now recognized as a source of growth for semiconductor players and their customers. Here we consider the opportunities and constraints for components manufacturers.

In this article, we take the pulse of the market for Internet of Things applications and devices. Where along the development curve are the enabling technologies, and where can semiconductor players insert themselves in the evolving ecosystem? We believe components manufacturers may be able to capture significant value primarily by acting as trusted facilitators—it is their silicon, after all, that can enable not just unprecedented connectivity but also long-term innovation across the Internet of Things.