Recently, the "Internet of things" three word has become the new salvation of scientific community, but always pragmatic group of lian dong kin-shing poon yesterday publicly "nature", he admits, "semiconductor to Internet of things to make money is in daydreaming alone!"

Kin-shing poon said, semiconductor will make money, is undergoing industry which is driven by opportunity. The first is the second wave is consumer electronics, computers, the third wave is a mobile phone, for the fourth wave of "Internet of things" can play? He say: "personally, I doubt it."

Kin-shing poon agree with the views of the quanta seat by Barry lam dong, think that the core of the "Internet of things" business opportunities is "connected" network services company, rather than being "thing".

He further illustrate that semiconductor customers is the "content", so if it is not the industry's core value, want to make the money is going to think about what is the new business model, can no longer simply sold IC to used the "content".

See a iot of semiconductor nihilistic glance at mu mesons profit contribution, he stressed that due to the SSD (solid state disk) is replacing the hard drive, so laptop with SSD, and consumer electronics, mobile phone use eMMC, memory CARDS and other trends are bring new business opportunities for group, in addition, both the product, to the promotion of memory capacity requirements and group growth momentum.

As for the new blue ocean market momentum for semiconductor, kin-shing poon is optimistic about the future of 2 ~ 5 years, automotive and new application requirements, such as data center will become a new port of semiconductors, especially for NAND Flash usage, also will benefit to the group's performance, so the group is currently the duck water gradually to find new business model layout of the two markets.