Predictions for the End of the Decade

Half a decade ago, back in January 2010, I wrote up a list of predictions for the end of the decade. You can read that list here. It’s still 2015, so I can plausibly say that we’re halfway there, which is a good time for a status update.

0000: In 2010, I said: By the end of the decade, 50% of all passives will be embedded passives and 20% of all PCBs will have 90% or more of their passives embedded.

In 2015, I say: This doesn’t look to be coming true, but it still might. As mobile devices and wearables get smaller, or more powerful, more electronics will need to be stuffed in progressively smaller areas. Those passives need to go somewhere. That somewhere could be into the PCB, or into the chips. I think the PCB is more likely.

0001: In 2010, I said: By the end of the decade, quad stack PoP (package-on -package) will be commonplace.

In 2015, I say: Quite likely. Double layer POP is showing up on low cost devices, like the $5 Raspberry Pi Zero. If it can go there, it can go pretty much anywhere. It won’t be long before double stacking won’t be enough. Although, the layers may end up being inside the chip package, rather than individual chips as layers.

0010: In 2010, I said: By the end of the decade, Each individual human will have their own IP address. Several of us will have more than one. That way, we can jury rig accelerometers into our hands and feet so we can wirelessly know where each of our extremities are at all times. Cats will have them too.

In 2015, I say: Yep, and then some. I already carry one in my pocket. In five years, we’ll likely see personally assigned IP addresses that won’t be device-dependent. We’ll be able to buy IP-enabled clothes, like gloves, which will do a lot more than just know where each finger is. The pet ID chips that today use NFC will be available in wireless Internet connected versions.

0011: In 2010, I said: By the end of the decade, solder paste will be used less often than not when assembling components on to PCBs.

In 2015, I say: We will be seeing welded copper, additive embedded 3D printing processes, conductive glue, and other non-solder methods of assembly, but nowhere near to the degree I was thinking back in 2010.

0100: In 2010, I said: By the end of the decade, nearly all hydraulics and pneumatics in new motor vehicles will have been replaced by electrics.

In 2015, I say: This is already well on the way. With electric and hybrid electric cars growing in numbers, and with weight and fuel mileage being such a concern, this has to happen.

0101: In 2010, I said: By the end of the decade,the first semi-autonomous passenger vehicle will be on display on the auto-show circuit. Hobbyist built semi-autonomous cars will already be on the road.

In 2015, I say: I may have missed the boat on this prediction, in the pessimistic direction. Part of it has already happened. I haven’t yet seen hobby kits, but most of the major car manufacturers have shown models. Tesla has a really good driver assist “auto pilot,” and is promising fully autonomous vehicles for sale within two years of this writing.

0110: I said: By the end of the decade, “airline pilot” will generally be a really, really, really boring job. That’s a bit of a problem.

In 2015, I say: The necessary level of automation required for this prediction to come true is already installed in most airliners. The only real question remaining, is how long before it changes from “Pilot primary, systems secondary” to “Systems primary, pilot secondary.”

0111: In 2010, I said: By the end of the decade, most military “foot action” will consist of two soldiers in command of a squad of robots and those two soldiers will as likely be in Fort Lewis, Washington as in the combat zone.

In 2015, I say: Sadly, I still think this will happen. Not sad that fewer humans will be shooting and getting shot, but sad that we as a species will still consider war important enough to be throwing large quantities of money and resources at.

1000: In 2010, I said: By the end of the decade, the president of the US will be promising health care reform as the highest priority.

In 2015, I say: Yep. The president, presidential hopefuls, senators and representatives will still see this as a hot issue. One side will be trying to make quality healthcare more accessible, the other side less. One side, more publicly funded, the other side, less. I’m not really sure which side will be doing which, but I’m certain that each side will say they want to fix it and the other side wants to destroy it. Ugh.

1001: In 2010, I said: By the end of the decade, routine bioengineering will be, well, routine. Very scary.

In 2015, I say: I’m not so sure about this one. When I wrote it, I was thinking that home bioengineering would be happening and a class of bio-hackers would be emerging. That may still happen, but it won’t be common. Governments, agriculture, and medicine will be doing a lot more of this, but I’m not sure the term “routine” will be accurate.

1010: In 2010, I said: By the end of the decade, the 2019 recession will be looming large and all the people who have forgotten about the 2009 recession and the 2001 recession and the 1985 recession and the 1975 recession … will be freaking out again.

In 2015, I say: Is there any doubt? Does this ever not happen?

1011: In 2010, I said: By the end of the decade, lead will be gone from 98% of new electronics. Bummer.

In 2015, I say: Exemptions are going away. This will happen.

1100: In 2010, I said: By the end of the decade, four of the substances that replaced the substances removed from electronics due to RoHS and similar regulations will have been found to be significantly more harmful to the environment and the people recycling the materials than are the substances that they replaced.

In 2015, I say: I was being tongue-in-cheek, but it still might happen. The only caveat is that if it does happen, the data will be so obscured by politics that it likely won’t be possible for anyone to come to an informed opinion.

1101: In 2010, I said: By the end of the decade, the world of intellectual property will be in even more of a mess than it is today. Virtually everything will be accessibly for easy theft and cheap replication. (This is pretty much a big “duh.”)

In 2015, I say: This is still well on the way. Any industry that designs things will need to adapt to keep competitive. The patent world will still be a mess. Copyrights will be more of a litigation attack weapon than a protection tool. The best defense against pirates will be faster innovation. On the positive side, a lot of IP sharing will be intentional (by the inventor) and many businesses will be built based on collaborative innovation.

1110: In 2010, I said: By the end of the decade,building your own multipurpose robot will be as easy as building your own PC was in 1988. Hardware components and operating systems will be off the shelf, but standards will be pretty loosely defined, interoperability will be more theory than reality and applications will be sketchy and buggy.

In 2015, I say: This will happen, but it may be a little later than the end of the decade. The technology will very much exist for this to happen, but the capability of the hardware will probably be advancing so fast that even the limited amount of standardization needed for this won’t be possible.

1111: In 2010, I said: By the end of the decade, still no flying cars and personal jet packs, dadgummit!

In 2015, I say: And, still no real hover boards.

Duane Benson
http://blog.screamingcircuits.com/

Predictions for 2013

For this column, we compiled the top 5 predictions for compliance in 2013 as it will concern members of the Actio Network (and the majority of business persons with industrial concerns). Categories encompass the electronics industry, EPA/TSCA/etc, Power, Air and Water regulations — and tech tools to manage it.

1. Electronics. This is a highly readable and insightful “quick takes” from the editor of Circuits Assembly magazine, Mike Buetow. His six bullet point predictons for 2013 hit the mark, including:

  1. Accelerated migration of manufacturing in North America
  2. Flextronics will purchase significant stakes in RIM (Research In Motion)
  3. Action in the PCB CAD bullpen

Buetow’s six predictions

2. EPA, TSCA, REACH. Bergeson & Campbell published a comprehensive piece, predicting 2013 for the U.S. Environmental Protection Agency’s (EPA) Office of Chemical Safety and Pollution Prevention (OCSPP). An excellent document. Predictions include:

  1. TSCA legislation outlook: dim, with updates unlikely
  2. OPPT will continue leveraging existing TSCA authorities to assess and regulate chemicals
  3. REACH: deadlines as usual

Other topics in the article: Regulation of nanoscale materials, California Safer Consumer Products Regulations, FIFRA/FQPA, rodenticide cancellation, pollinators, Endocrine Disruptor Screening Program (EDSP), Asia forecast: China, Chinese Taipei (Taiwan), Japan, Korea.

Get the EPA / TSCA outlook

3. Software. In the 2013 quality and stewardship arena, expect to see huge strides in technology. Next-generation software engines will solve (examples provided, use links):

  1. Material disclosure and supplier management
  2. GHS document authoring and management
  3. SEC conflict mineral reporting

4. Power companies. This piece includes the top ten predictions for the power industry by the editor of Power magazine. Predictions include:

  1. Kyoto 2 is Dead
  2. Natural Gas Prices Rise 20%
  3. The Carbon Tax Dies

See the top ten

5. EPA: air and water. Over the next two years, EPA will propose and finalize many new and significant rules, particularly under the Clean Air and Clean Water Acts. The pipeline is full, and electric utilities, agricultural operations, the construction and real estate industries, and facilities using large boilers need to pay special attention. Specifically there will be:

Stricter Air Requirements Utility MACT/Mercury Rule, Boiler MACT, and Revised PM2.5 National Ambient Air Quality Standard (NAAQS) for starters.

Stricter Water Requirements  Revisions to the Concentrated Animal Feeding Operations Discharge Permitting Regulations — Particularly, areas like the Chesapeake Bay are implied, where nutrients are believed to be significant contributors to water quality impairment, will see more stringent permitting requirements.

Effluent Guidelines for The Construction and Development Industry  New construction activities can expect more stringent requirements governing stormwater discharges.

Stormwater Discharges from Developed Sites  Expect to see a proposed rule on restrictions on stormwater flow (as opposed to limits on pollutants in stormwater) possibly as early as the summer of 2013.

Effluent Guidelines for Electricity Generating Units  EPA expects rulemaking to address discharges from ash ponds and flue gas desulfurization (FGD) air pollution controls, as well as other power plant waste streams, for power plants. The proposal should be released in the next few months.

Definition of “Waters of the United States”  EPA and the U.S. Army Corps of Engineers are attempting to develop a proposed rule to clarify which waters are subject to regulation and protected by the Clean Water Act. It is not clear when or if this proposed rule will be published.

by Thomas G. Echikson

Details here

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For reference, a list of EPA forecasted projects

For reference, try browsing the list below to get a predictive view of forecasted projects for 2013.  The information in EPA’s forecast database (link below) is based on the best information available at the time of posting and is intended for prospective contracting planning purposes. Please note that some records in the database contain the statement of work (SOW) from the current contract, which can be interesting.

2013 EPA Project Forecast Database

‘The Past is Prelude’

“The past is but a prelude to the future”

In 55 BC Cicero was attributed with saying, “The budget should be balanced, the Treasury should be refilled, public debt should be reduced, the arrogance of officialdom should be tempered and controlled, and the assistance to foreign lands should be curtailed, lest Rome become bankrupt. People must again learn to work instead of living on public assistance.” Amazing! We never seem to learn!

This is the time of year that all of our industry seers reflect upon the past and forecast the future. It is an all but impossible task this time. Economic woes, political game playing, power plays, personal attacks, and continued posturing and bickering of elected officials in “Foggy Bottom” (Washington, DC) all remain with us — without problem resolution. They took an 11th hour step at year-end (2012) and beginning (2013) that defers major decisions, leaves the future of federal employees in doubt, eliminates the some tax increases for the”middle class” while increasing their payroll taxes. They deferred facing the issue major cuts of sequestration for another two months while further dividing the country.

Meanwhile, there is talk of Japan’s “new” (he was there once before) prime minister Shinzo Abe nationalizing the electronics industry in an attempt to save it.

At the same time, China’s manufacturing unexpectedly expanded in December at its fastest pace in 19 months, boosting optimism that a recovery in the world’s second-biggest economy is gaining traction.

As a result, I must admit that my crystal ball is not only broken, but it also appears to be cracked.

We note that the prognosticators take a “long term” view and state that production of printed circuit boards will reach $76.2 billion by 2015. The IDC’s (International Data Corporation) Semiconductor Applications Forecaster states that semiconductor global growth for 2013 will be 4.9% to $319 billion following a 1% increase in 2012. It is expected to reach $368 billion in 2016.

What will the major drivers be? Automotive electronics, tablets, “smart” phones, and new displays.

What will a fabricator need to improve his ability to succeed in the future (in addition to cleaning up his act, stabilizing his work force, and training it better)? Most likely he will need a strong process engineering team and a very close communication link to designers to ensure that new boards or systems are designed for manufacture. Available processes and materials as well as cost options and the final package must all be considered.

Suppliers will have to provide materials with greater and finer dimensional tolerances and stability through a wider range of manufacturing cycles and environments.

ODM and OEM companies will have to re-evaluate the business strategy of partial or full regional manufacturing to provide product in within a particular geographic marketplace.

Assembly and fabrication equipment makers will have to consider new cost-cutting manufacturing strategies. E.g., noncompeting organizations could share overhead and direct costs by using a common custom “toll” manufacturer for machine assembly.

All segments of the interconnect and electronic packaging industries supply chain will have to evaluate solving problems in providing products and technical support services to maturing or growing manufacturing areas as well as to local markets, e.g., Thailand and India.

Predictions for 2013

It’s been awhile since I used this space to make any predictions about the coming months, but the end of the year is always the logical (if cliched) time to do so.

So here goes:

  • The migration of manufacturing to North America will accelerate, and the mainstream media will begin to report that OEMs are also reestablishing internal production lines.
  • Flextronics will buy at least some of RIM.
  • Robots as substitutes for human labor will be heavily hyped but lightly used.
  • Ousted Altium founder Nick Martin will hook on with a budding cloud-based software company and build a PCB CAD tool.
  • At least two new PCB CAD vendors will emerge.
  • Electronics manufacturing companies will end 2013 with less cash in the bank but brighter prospects for the future.