The good news is 2003 marked a positive year for the semiconductor industry which experienced 18.3% growth. Finally, after one of the worst downturns in semiconductor history, we saw six out of ten players in the industry achieve double-digit increases in revenues. (To continue, click on the "More Information" link below.) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
In 2009, capital spending is down 35% from 2008. Semico expects spending to rebound significantly in 2010 as projects that have been on hold get the green light. A beneficiary of this increased spending will be the 200mm used equipment market, which will see higher demand coming from this recovery.
“We’re halfway through the third quarter, and we’ve already seen increased capex projections from a number of companies,” stated Adrienne Downey, Director of Technology Research. “Despite this turnaround, we think it may not be enough to prevent spot shortages in 2010.”
Semico Research has just released a new report titled, 2009 Semiconductor Capex: Are We Headed for a Shortage? This timely report addresses the consequences of the severe cutbacks in capital spending seen over the past year and a half in the semiconductor industry. Economic conditions are improving, but will manufacturers be able to keep up when demand peaks?
At twenty pages long, this report contains 10 tables and 7 figures. This study includes market shares for 2007-2008, capital spending trends for 2008-2010, top 20 semiconductor vendors’ capex, top foundries’ capex, a look at new fabs that are being built, and what is needed as wafer demand recovers. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Who needs 450mm wafers? When should pilot production realistically be expected? These questions and more are addressed in the most recent Semico report entitled “450mm Wafer Manufacturing: Who Needs It?”. This report steps through the history of 300mm wafer adoption, the forecasted unit and wafer demand which will drive the need for more advanced capacity and takes a rational look at what this industry needs to do to continue on an innovation path. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
At the beginning of 2009 Semico predicted the exact month the semiconductor industry would rebound. The downturn is now firmly behind us, and much of that is due to strong growth in the consumer market, helping third quarter semiconductor revenues increase by 16.8%. Out of over 40 end use markets, Semico has identified the top 5 that have contributed to the recovery and which will continue to provide large growth for the industry.
The 5 High Growth Markets revolve around the consumer’s home theater and their portable media, including DTVs, DVD Video Recorders, Netbooks, Portable Navigation Devices, and Video Game Consoles. Combined, the total available market for these 5 markets is expected to increase from $31,514 million in 2009 to $68,402 million in 2013, a 21.4% CAGR.
“DTVs are the central unit to the home entertainment system, and often are purchased with another product… such as a Video Game Console or DVD Video Recorder,” said Michell Prunty, Senior Consumer Analyst at Semico. “This symbiotic relationship has helped drive growth regardless of consumer confidence. Consoles have recently seen price drops, and smaller scale HDTVs have become more popular, trends that will continue to drive growth.”
The largest growth markets however, are Netbooks and Portable Navigation Devices, which will both see CAGRs over 30%. These two devices are relatively new compared to the PC and Cell Phone markets, and high growth is expected as penetration rates continue to increase.
Although nearly half of the total numbers of semiconductors shipped are analog semiconductors, market research about this important market is often neglected. A new study from Semico Research Corp. provides much-needed coverage. According to this study, “Analog Wafer Demand: A Mixed Bag,” sales of analog semiconductors increased from 15% of total semiconductor sales in 2000 to 17% in 2001. And, this trend will continue. The study predicts that increased demand will spur analog semiconductor market revenue growth to a CAGR of 14% over the next five years. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The Apple iPad will be shipping April 3, 2010. If you have already pre-ordered, you will get it at that time. If you still need to order the iPad, you will be waiting until after April 12. According to recent news items, the pre-order levels may have exceeded Apple’s initial expectations.
Apple experienced a huge surge in orders the first day pre-orders were available. Pre-orders have fallen to a slow but steady pace ever since. After two weeks of orders it appears that approximately 240K pre-orders are on the books. Now the question is not so much whether Apple can deliver the product on time, but can it deliver on the hype?
There are high expectations for the iPad, but is the hype just Apple’s loyal following? What will Apple offer to make the iPad attractive to the mass market? How will the iPad compete with e-readers and netbooks? What is the market potential for tablet PCs? What are some of the issues for the semiconductor industry and what are the business opportunities for chip vendors?
Semico Research has prepared a market brief, “Apple iPad: A New Computing Paradigm or the iPhone on Steroids?” Semico examines various questions and issues around the iPad and tablet PCs in general. The market segment of tablet PCs has yet to truly emerge. This market brief will address some of the competitive factors that are likely to influence its development.
For additional information or to purchase this report, please contact Sam Caldwell at samc@semico.com or 602-214-9697.
In 2003, several chip vendors will be making a strong thrust into the next generation of wireless communication and related products. According to Semico, an emerging class of devices dubbed Application Media Processors will be the key to enabling the convergence of communications and multimedia in 3G cell phones, smart phones, PDAs and other devices. (To continue, click on the "More Information" link below.) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
This report looks at the ASIC Design Start universe by 66 end applications broken down by the major SIA categories of Computer, Communications, Consumer, Transportation and Industrial. The design starts for each end application are further broken down by the specific ASIC product type by year for 2007 – 2012. In addition, this breakdown is given for the unit shipments for each end application.
Within the ASIC category this study looks at design starts for: Analog, Mixed Signal, Performance and Value SoC (System on a Chip), PLD, FPGA, Gate Array and Structured ASIC. This report is 123 pages in length with 134 tables and 69 charts.
The report provides a good perspective on how the ASIC landscape is changing by end application in response to changing market conditions. It is recommended that report SC105-09 also be considered since this report provides several metrics by which to gage the current state of the market such as design starts by gate count, by process geometry, by region and by device type.
The current global slowdown in economic conditions is having an adverse impact on the design start universe for ASICs. This can be seen in the slowing of design start activity towards the end of 2008 and forecast for all of 2009. Semico believes 2010 will see a recovery in design activity back to more historical norms. An in-depth perspective on these impacts is provided by showing a comparison between design starts for SoCs and all other types of ASICs and the continuing increase in SoC design costs.
The report uses the data outlined in SC104-09 by individual end application and aggregates this data by the major categories of Computer, Communications, Consumer, Transportation and Industrial. This data if further analyzed to provide insight into how the ASIC Design Start landscape is changing in response to market and economic conditions.
The report provides historical data and a forecast for ASIC design starts for 2007 – 2012 by end application. The ASIC design start data is further analyzed to show changes in design for each device type like Analog, Mixed Signal, Gate Array, PLD, FPGA, Performance SoC, Value SoC and Structured ASIC. This analysis is continued to show the design start data by product type by process geometry, by gate count and by region for both the number of design starts and the unit shipments for each product type in each category.
The report is 80 pages in length and consists of 55 tables and 58 charts. It is recommended that report SC104-09 also be considered since this report provides ASIC Design start data by 66 individual end applications for the Computer, Communications, Consumer, Transportation and Industrial markets.
2003 saw the total worldwide ASIC market increase a respectable 16.8% from 2002. All categories and regions were affected by the upturn of the market. Semico believes 2003 has been the start of a recovery in the ASIC market with some segments recovering faster than others. (to continue, click on "more info" below)
From Miatas to Peterbuilts, every automotive vehicle uses semiconductors. Finding new opportunities can be difficult. This database provides a systematic organization of five-year forecasts for passenger cars, commercial vehicles, nearly thirty electronic systems and semiconductors by device type. True, some automotive applications are mature or have high barriers to entry; but there are emerging applications with tremendous semiconductor sales growth potential where new market entrants are welcome. Use this database to find them. Then find more detail in Semico’s automotive studies. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Semiconductor revenues for adaptive braking systems will increase at a CAGR of more than 100% over the next five years, a growth opportunity that will continue even through the current recession. Adaptive braking systems sense impending collisions and automatically apply a car’s brakes to prevent an accident. They are in use now only on high-end passenger cars, but the costs will come down until they become standard equipment even on small, economy cars. In 13 tables and four charts this eleven page study provides five-year forecasts for automotive shipments and adaptive braking systems as well as five-year semiconductor forecasts for BOMs, unit shipments, revenues and ASPs. It is one of a series of Semico automotive studies that will identify opportunities to increase semiconductor sales in emerging automotive applications. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The number of Bluetooth chip suppliers is evidence that the market is continuing to evolve and segment itself. However, consolidation in the market is occurring. When Bluetooth first became available, the hype that followed it was overwhelming. Many companies jumped into the market with pie-in-the-sky expectations, fueled by extraordinary forecasts. However, the Bluetooth market has been challenged by incompatibility issues, security and costs which have kept shipments low. However momentum is picking up this year as solutions to lingering problems are being resolved and costs begin to come in line. This report includes Semico’s comprehensive Bluetooth forecast including units, revenues, ASPs and wafer demand for Bluetooth. This study also presents a number of implementations, design alternatives and a discussion of the Bluetooth technology roadmap. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
This study examines the market for Cable Modems, with a focus on bill of materials migration, design alternatives and TAM (total available market). This report presents a detailed technology roadmap discussion with bill of materials migration through the forecast period and three design alternatives. The market for cable modems has grown quickly in the first few years. But, will this market growth be hampered by increasing market penetration rates and DSL service? The study includes a market forecast, as well as market shares for cable modem manufacturers, Semico's cable modem total semiconductor market forecast through 2007, and the forecasted wafer demand consumption required by the cable modem market. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The DRAM market is off to a strong start in the first half of 2004. Revenue in February 2004 is up 77 percent over Feb 2003. Typically February revenue is flat to down. Comparing 1Q04 with 1Q03 shows a growth of 56 percent. The Semico 31 percent revenue increase forecast for 2004 over 2003 appears to be on target. The sale of PCs is driving the volume. Capacity, yield and limited inventory is driving the ASPs. Capacity is relatively limited for DRAM as NAND Flash demand grows. DRAM vendors converted some DRAM capacity to NAND Flash in 2003 because of higher prices on NAND Flash. Demand for NAND Flash will continue to increase, so the capacity will not be reallocated to DRAM—until NAND prices fall. Also impacting supply is the conversion to 300mm wafers and the process technology move to 0.11µm. Both of these future improvements to output are currently hampering output because of limited yields. Yield improvement will come as the equipment and process matures. By the second quarter, yields are increasing and prices are down slightly. The PC is the volume driver for the DRAM market through the forecast period. In 2004, 54 percent of the megabits shipped go into PCs. The current PC upgrade trend is driving a higher megabit growth rate this year. Companies and consumers are now replacing PCs that were purchased for the year 2K. The 256Mbit DDR SDRAM is the volume leader. But there is something different about the DRAM market. The difference in the DRAM market is that the SDRAM is not quietly going away as the DDR becomes the volume leader in the PC segment. As an example, 3G cellular phone demand is keeping the SDRAM around for a while. Capacity will be an issue that will be discussed all year long. There are multiple 300mm facilities coming on line in 2004. More are being started that will come on line in 2005. Add to this a number of foundries that will provide upsides to the old model of DRAM IDMs manufacturing their entire product at dedicated fabs. This new model will most likely keep the spot market high and contract prices steady. Semico has consistently forecast that the PC industry would recover during this period as the economy improves. However, with every upturn, there are moves to add capacity and increase market share. There are still enough DRAM vendors to add capacity that will move the market into oversupply in the second half of 2005. An issue with DRAM that is different from other semiconductor devices is how quickly DRAM vendors fill a fab in order to recover the investment. It takes a lot of units that sell for $0.15 per Megabyte to pay for a $2 billion plus fab. The DRAM market reveals its cyclical nature when graphed. It is a market with a compound annual growth rate of 19 percent through 2008. The revenue trends in the DRAM industry are driven by macroeconomic conditions, and DRAM supply and demand. The Semico forecast is presented below. Strong revenue in 2004 with a mild downturn in 2005 due to a weaker economy coupled with overcapacity.
2009 In Review, DDR3 Crossover, DRAM Prosperity and Shortages In 2010, provides invaluable insight into where the memory segment is headed and why. With a detailed quarterly review of ASPs, unit shipments and revenues for 2009 and 2010, the numbers rise to the surface and tell the story of what to expect over the next several months within the volatile DRAM segment. Capital expenditures, bit growth rate, DDR3 Crossover, and detailed forecasts through 2014 are all included. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The desktop PC was the market driver for the semiconductor industry from the mid-eighties through the nineties, but it is now a mature market. With one exception, desktop PC sales will grow at less than 10% annually from 2003 through 2008. The single exception is 2004, when Semico’s forecast for desktop PC annual sales growth is 12.4%. Other end-use markets will be growing at much higher annual growth rates and semiconductor sales in those markets will be increasing proportionately. Therefore, the desktop PC market will account for a declining percentage of total semiconductor revenues. This study includes typical desktop PC block diagrams, a five-year forecast for the desktop PC BOM (Bill of Materials), and a five-year forecast for the ASPs for semiconductors on the BOM. That information is used to develop a five-year forecast for semiconductor sales in the desktop PC market. The desktop PC has been the major market for several semiconductor product types: microprocessors (MPUs), DRAM, and MPRs (microperipherals such as chipsets). Growth rates for those devices will be impacted by the slowdown in desktop PC growth.
While digital cameras have eclipsed film-based cameras in the high-end professional camera market, high prices have limited their appeal to two huge consumer markets: film-based camera users and users of personal computers. But, according to this study, these two groups will soon see the price of digital cameras significantly reduced, and large unit sales will result. Semico forecasts digital camera ASPs to decline rapidly and spur sales growth from 5.2 million in 1999, to over 31 million by 2005. Semico believes that digital cameras are to become large consumers of semiconductors, and this new forecast explains the type of silicon this market will demand. This study offers a five-year forecast for digital cameras in units, dollars, and ASPs. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
While digital cameras have eclipsed film-based cameras in the high-end professional camera market, high prices have limited their appeal to two huge consumer markets: film-based camera users and users of personal computers. But, according to this study, these two groups will soon see the price of digital cameras significantly reduced, and large unit sales will result. Semico forecasts digital camera ASPs to decline rapidly and spur sales growth from 5.2 million in 1999, to over 31 million by 2005. Semico believes that digital cameras are to become large consumers of semiconductors, and this new forecast explains the type of silicon this market will demand. This study offers a five-year forecast for digital cameras in units, dollars, and ASPs. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Digital cameras are an attractive, rapidly growing semiconductor end-use market. What are the opportunities for semiconductor manufacturers in this market? How can a semiconductor company get a piece of that market? Semico Research Corp. study MP117-05, “Digital Cameras: Semiconductors Get the Picture,” addresses those questions. This study provides digital camera forecasts by market segment, a typical digital camera BOM, semiconductor ASP forecasts, semiconductor TAM by device type and a wafer demand forecast. In addition, it provides discussions of market and technology trends that help identify opportunities. (to continue, click on "more info" below)
This latest comprehensive report focuses on Real Time Operating System (RTOS) for digital cell phones, rather than Palm and /or Symbian based units. It covers the different generations of digital cell phones including 2G, 2.5G, and 3G. Semico estimates that 50% of the 2002 digital cell phone market was GSM / GPRS, 13% was CDMA, 18% was PDC and TDMA, and 3G is<2%. Technology Road Maps are discussed and analyzed as well as design alternatives, market forecast, ASPs, semiconductor content, summary of processors, top vendor OEMs, TAM, (units, dollars, and system revenue) and overall wafer demand. There are detailed list of tables and figures to support this. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Cordless telephones are ubiquitous, and many homes have more than one. However, digital cordless telephones offer extended range and clearer conversations, creating a reason for upgrading from the previous generation cordless telephones that may already be in place in homes. In addition, the Ni-Cad batteries used in most cordless telephones have a limited lifespan. It is often more cost effective to purchase a new telephone than a replacement battery. (To continue, click on the "More Information" link below.) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Digital photo frames are a popular gift that have begun to integrate themselves into the average home. Digital photo frames have recently become more popular as the ASP has decreased and online photo storage services have increased. Semico expects a 57% CAGR between 2009 and 2013 as digital photo frames grow from 10.3 million units to over 62 million units.
Originally, digital photo frames were built to just display digital photos, letting consumers have a type of screen saver in their living room. Today, manufacturers are hoping digital photo frames will become the hub of the smart home, and the BOM reflects that. Semico explains what hurdles this product has had to overcome, the trends that drive the market, the target market, and what all this means for the semiconductor industry.
To be competitive in this popular market, you need to see where the semiconductor devices are used, how they will change over the coming years, and what consumers are really looking for when making purchasing decisions. Digital photo frame features, semiconductor content, including the memory, are all included in Semico’s analysis of the market along with a regional forecast of where the products are produced by the OEMs, the total available market, and a wafer demand analysis. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
This report entitled, “Digital Set Top Boxes: The Picture’s Getting Clearer” analyzes a key semiconductor end-use market. This study provides a detailed technology roadmap and design alternatives for Digital STBs as well as a comprehensive market forecast by region and impact on wafer demand. In particular the report looks at the Digital Set Top Box BOM’s and forecasts semiconductor ASPs for this market. The forecasts in this report are based on Semico’s analysis that Set Top Box functionality will not be integrated into television sets in the near future. Consumers will continue to buy digitial-ready TVs, however most will opt to purchase TVs without a built in high definition tuner. Consumers will also bank on service providers providing HD set top boxes with a low monthly service charge. Another boon to the digital STB market will come from Internet / PC activities transitioning from individual activities to social events. An increase in group chat rooms and interactive games around the globe will become more commonplace. Set top boxes will enhance this transition with a higher level of functionality powered by semiconductors. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
To go 2D or 3D, that is the question. Semico’s new Digital Television report takes a close look at the current trends influencing flat-panel displays, CRTs, and RP TVs across the world with a regional break-out that includes the Americas, Asia Pacific, China, Europe, and Japan.
Semico expects the DTV market to grow to 290 million units in 2014, a CAGR of 6.3%. Not bad for a mature market that is at the center of the home entertainment theater. This report has implications not only for DTV, but for Blu-ray, set-top boxes, audio equipment, etc.
With a regional forecast breakout, bill of materials, semiconductor content revenue, total available market, and wafer demand analysis, this report has everything you need to stay ahead of the competition.
Digital Video Recorders (DVRs) function similar to VCRs in that they can record television shows. However, an important difference is that they store the shows on a hard drive, rather than on videotape. DVRs can pause live broadcasts, and allow consumers to program recordings weeks in advance. This report presents a detailed technology roadmap discussion with bill of materials migration through the forecast period and three design alternatives.
This report only covers standalone Digital Video Recorders (DVRs). DVR technology is also being included in cable set top boxes, satellite set top boxes, and DVD players and recorders. A niche market may eventually be seen in high-end TVs integrated with DVR, but manufacturers may be less willing to go this route due to the maintenance risks of putting moving parts in a TV. How will these factors affect the market growth? Semico’s forecast for DVRs shows strong growth, with a CAGR of 34.3% from 2002 to 2007.
This study includes a market forecast, as well as market shares for DVR manufacturers, Semico’s forecast through 2007 for DVR semiconductor consumption, and the forecasted wafer demand required by the DVR market. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
This study will walk through the DRAM product cycles by density and type to assist in making optimal system design decisions. The information is based on current DRAM availability and forecasts from DRAM vendors on availability. This information is updated on a quarterly basis since the DRAM market is a volatile one. (To continue, click on the "More Information" link below.) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The DRAM industry's competitive landscape is poised to change through the development of 300mm fabs. This report builds on historical data and Semico's current projections for production output for each manufacturer. A detailed analysis of each manufacturer's production plans and capacity outlook is included in this study. Understand how the ramp to 300 mm will impact the mix and availability of DRAM technologies. Semico's comprehensive DRAM forects for units, revenues, densities and individual fab capacities is also included in this report. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Computing continues to be the market with the most impact on the DRAM segment, especially DRAM modules. New technology drivers from the server and high-end communication segment include registered DIMMs with higher density capacity. While computers are and will remain the main consumers of modules ringing in over 80% of the megabits in 2004, the increasing need to transmit larger packets of data has upped the memory requirements. Semico expects more applications to incorporate modules such as arcade machines, kiosks, and gambling machines. (to continue, click on "more info" below)
Semico’s most recent report DRAM Reversal of Fortune, Now What?, provides invaluable insight into where the memory segment is headed and why. With a detailed quarterly review of ASPs, unit shipments and revenues for 2009 and 2010, the numbers rise to the surface and tell the story of what to expect over the next several months. Capital expenditures, bit growth rate, DDR3 Crossover, and detailed forecasts by density migration, revenue, unit shipments, and ASPs through 2014, are all included. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
It is not a surprise that this year the DRAM market will fall below 2008 levels for both units and revenues. Semico Research Corp. is forecasting DRAM revenues to decline in excess of 20%, while unit ... (to continue, click on "More Info" below) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Semiconductor revenue from automotive drive-by-wire throttle applications will increase more than four and a half times from 2008 through 2013. The number of passenger cars with ETC (Electronic Throttle Control) will increase from one million in 2008 to six and a half million in 2013. This growth is certain because ETC provides overwhelming benefits. It continuously modulates the throttle opening in response to engine control and road condition inputs to provide smoother, more responsive, more powerful engine operation with better fuel economy. In twelve tables and four charts, this eleven page study provides five-year forecasts for automotive shipments and ETCs as well as five-year semiconductor forecasts for BOMs, unit shipments, revenues and ASPs. The drive-by-wire study is one of a series of automotive studies published to help companies increase semiconductor revenue by identifying opportunities emerging automotive applications. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The DSL modem market is beginning to outpace the cable broadband market. Prices for DSL service have come down over the past year, and the installed base of DSL lines is increasing significantly. Outside of the U.S., DSL is a very popular choice for high speed Internet, and these markets offer the opportunity for significant growth. These factors are all driving sizeable growth for this market. In fact, Semico is forecasting that unit shipments will be 31.9 million in 2007!
Inside the DSL modem, the number of semiconductor components has been reduced significantly. Most designs now utilize a single-chip ASSP, reducing the bill of materials and costs from past designs. Few support components are required, and these devices include an ADSL line driver, SDRAM, Flash, and in some cases, wireless LAN subsystems. This report presents a detailed technology roadmap discussion with bill of materials migration through the forecast period and three design alternatives.
This study includes a market forecast, as well as a list of OEMs and semiconductor suppliers for DSL modems, Semico’s forecast through 2007 for DSL modem semiconductor consumption, and the forecasted wafer demand required by the DSL modem market. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The market for DVD Players is one of the few semiconductor end-markets that has continued to grow through the current economic downturn. The new Semico study entitled, “DVD Players: The New Picture” takes an in-depth look at this key semiconductor end-market and forecasts the market for DVD Players through 2006. This report analyzes the worldwide total available market (TAM) for semiconductor consumption in this market and examines the impact of mass adoption of DVD Players on the semiconductor Bill of Materials and ASPs. In addition, this report takes an in-depth look at the leading semiconductor component suppliers for this market and provides roadmaps for these suppliers. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Consumers are saying sayonara to the VCR and local electronics stores are saying hello to more DVD players and DVD recorders. DVD has been one of the biggest electronics success stories in history. Although DVD players are now a staple in most homes in America and indeed around the world, most consumers still needed a VCR if they wanted to archive a favorite TV show or camcorder content. Now however, DVD recorders are becoming big business and rapidly taking the VCR’s place in homes all over the world. (to continue, click on "more info" below)
The 2002 ASIC Market Share study examines the revenues and market share percentages by vendor for the overall worldwide ASIC market. In particular this study looks at the markets for Gate Array, Standard Cell, Simple PLDs, Complex PLDs and Field Programmable Gate Arrays. The Standard Cell Merchant Market remained the largest single market, maintaining its lead over other ASIC segments with revenues of over $6.07 billion. Understand how the other ASIC segments fared in 2002 and how those relationships have changed over the last four years and how Semico sees the future mix of ASIC products. This study offers insights and analysis into the market dynamics which are impacting the mix of ASIC products. Find out which markets are expected to recover in 2003 and what the long term outlook is for each segment. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The E-reader is a highly talked about device that is picking up steam in the consumer industry. While developed in the late 90s, they have only recently become popular, with the release of Amazon's Kindle and more recently, Barnes and Noble's nook. Semico expects a 66% CAGR between 2009 and 2013 as E-readers grow from 3.7 million units to approximately 28 million units.
This is the free, abridged version of the E-reader report and includes a market forecast, product overview, total available market, and wafer demand analysis.
The E-reader is a highly talked about device that is picking up steam in the consumer industry. While developed in the late 90s, they have only recently become popular, with the release of Amazon's Kindle and more recently, Barnes and Noble's nook. Semico expects a 66% CAGR between 2009 and 2013 as E-readers grow from 3.7 million units to approximately 28 million units.
The slow initial growth of this market was due to some technological limitations. These limitations, such as lack of color in e-paper displays, are slowly being overcome. Semico discusses these hurdles, the trends that drive the market, the target market, and what this all means for the semiconductor industry.
To be competitive in this newly popular market, you need to see where the semiconductor devices are used, how they will change over the coming years, and what really makes an E-reader different from other handhelds. E-reader features, semiconductor content, including the memory, are all included in Semico’s analysis of the market along with a regional forecast of where the products are produced by the OEMs, the total available market, and a wafer demand analysis.
Just as about everyone in the U.S. experienced fireworks on the 4th, or at the very least has at one point or another, most have used some gadget requiring embedded controllers. Embedded controllers comprise standard off the shelf microprocessors (MPUs), microcontrollers (MCUs) and various other devices with MPU or MCU cores. According to Semico Research Corp., the embedded control market continues to outpace the overall semiconductor market. (For more, click on "more info" below) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The embedded control market has emerged from a turbulent ride with a new competitive landscape. Companies are offering new and innovative products, industry leaders have consolidated and new players have emerged. This report examines the market for embedded control and its evolution through the 2002 timeframe as a backdrop for developing a current competitive profile of the leading vendors. (To continue, click on the "More Information" link below.) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
In our latest report on the embedded control end use market analysis, a number of highlights stand out including: In 2002, and with the exclusion of DSP, the total embedded control market grew 8.7%, Semico expects this market to continue its rebound with sales growing 21.5%, and for 2004, we are forecasting that embedded control will continue to grow to 25.6%. Fueling this will be the flattening decline of the cell phone handset market in 2002, strong growth for digital TV set top boxes in 2002, driving high-end embedded controls, and additional growth in the telecomm and datacomm infrastructure, as well as the overall cell phone market. Additional strong growth is predicted for the automotive market, although the overall consumer market will be flat for 2002, due to slow economic recovery. Tables / figures will include total micro logic, computer, consumer, and communications market by controller type, MCU revenues by bit-type, high-end embedded controller end use markets, embedded MPU / MCU markets, embedded core markets, computer peripherals and office automation. Automotive, industrial, and other categories also included. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The Embedded Memory market describes the set of memories that are embedded on a die and do not exist as separate, discrete parts. The types of semiconductors that contain embedded memory range from Full Custom Application Specific Integrated Circuits (ASICs) to Field programmable Gate Arrays (FPGAs) to Application Specific Standard Parts (ASSPs) to Micro Controllers (MCUs) to Digital Signal Processors (DSPs). This report places a ‘value’ on the embedded memory content resident on these types of semiconductors and tracks the various types of embedded memory in the four main application categories as defined by the Semiconductor Industry Association (SIA): Consumer, Computer, Communications and Transportation. Embedded Memory Types: • The Total Embedded Memory market in 2003 reached $2.7B. 2004 will see an increase of 16.5% to $3.1B. This market is in growth mode over the long term and will increase over the forecast period to $8.6B by 2008, a 28.6% CAGR. • The Total Embedded Memory market in 2003 reached 5.0B units. 2004 will see an increase of 23.1% to 6.1B units. This market is in growth mode over the long term and will increase over the forecast period to 13.6B units by 2008, a 22.1% CAGR.
Defines the packaging requirements for power, I/O frequency and the number of connections in consumer, computer, communications and automotive end-use market segments. Compares these requirements to the capabilities of wire bond and flip chip packaging to determine the need for flip-chip packaging. Provides a five-year forecast for total worldwide flip chip packaging sales. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Published once a year, the Executive Briefs report is an executive summary of all the markets tracked in Semico’s MAP Model program. Overall, there are 30 end-use markets analyzed from the computing, consumer, and communications segments. Our analysis includes a look at each market’s production forecast, semiconductor content, geographic production, total available market, and wafer demand by production node over a five year forecast period.
With over 200 tables and figures, the Executive Briefs report is just what you need to understand how 30 of the most popular end-use markets are changing and growing.
Flash Solid State Drives (SSD) offer great advantages for computing in terms of power consumption and compact size. However, as a replacement for Hard Disk Drives (HDD) it is difficult to compete on price in terms of memory storage per dollar.
Flash and SSD vendors are expected to continue to make improvements in density offering more GB/$, more reliable products, better wear-level algorithms, and longer write cycle lifetimes. Higher densities at consumer level prices will enable growth in mobile PCs.
The need for low power and fast response will drive the penetration rates for SSDs, especially in the enterprise segment. The demand on bandwidth from social networking and the goal to make data centers more “green” are key factors for SSD growth in servers.
Semico Research presents its more recent forecasts for computing systems and the penetration rates for SSDs. The growth for SSDs in computing is expected to be exponential. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Flash Solid State Drives (SSD) offer great advantages for computing in terms of power consumption and compact size. However, as a replacement for Hard Disk Drives (HDD) it is difficult to compete on price in terms of memory storage per dollar.
Flash and SSD vendors are expected to continue to make improvements in density offering more GB/$, more reliable products, better wear-level algorithms, and longer write cycle lifetimes. Higher densities at consumer level prices will enable growth in mobile PCs.
The need for low power and fast response will drive the penetration rates for SSDs, especially in the enterprise segment. The demand on bandwidth from social networking and the goal to make data centers more “green” are key factors for SSD growth in servers.
Semico Research presents its more recent forecasts for computing systems and the penetration rates for SSDs. The growth for SSDs in computing is expected to be exponential.
The semiconductor foundry market is facing a number of challenges in 2009. Most of the burden is being born by the foundry suppliers. The foundries continue to invest in new technologies, not just advanced nodes, but new ... (to continue, click on "more info" below) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Change is on the horizon. Advanced Technology Investment Company LLC (ATIC) and Chartered Semiconductor Manufacturing (Chartered) have entered into a definitive agreement whereby ATIC will acquire Chartered. What does this mean? Semico does not think that TSMC will be ‘dethroned’ as the leading foundry but it does mean that the number two spot is definitely up for grabs. Semico’s data indicates that by 2011, the combined GlobalFoundries/Chartered company will out pace UMC in terms of advanced capacity available for production. Get the numbers in Semico’s Q3 2009 Foundry Market Trends: No Longer “Taiwan-centric” (MA105-09).
The Semico Foundry Wafer Pricing report is published twice a year. It includes quarterly prices for wafers manufactured at foundries utilizing a logic process at 0.35µm, 0.25µm, 0.18µm, and 0.13µm on 200mm wafers. It also includes pricing for 90nm and 65nm on 300mm wafers. Actual prices are presented for six quarters, including the present quarter, and a forecast for the next two quarters are provided. Prices are differentiated by low and high volume runs. There is additional segmentation for metal layers by technology, with a total of seven different metal layers represented. The report is 15 pages long and contains 4 figures and 5 tables. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The Semico Foundry Wafer Pricing report is published twice a year. It includes quarterly prices for wafers manufactured at foundries utilizing a logic process at 0.35µm, 0.25µm, 0.18µm, and 0.13µm on 200mm wafers. It also includes pricing for 90nm and 65nm on 300mm wafers. Actual prices are presented for six quarters, including the present quarter, and a forecast for the next two quarters are provided. Prices are differentiated by low and high volume runs. There is additional segmentation for metal layers by technology, with a total of seven different metal layers represented. The report is 15 pages long and contains 4 figures and 5 tables. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
This report, entitled Handheld PC’s: From Your Pocket to Your Palm, highlights the maturing PDA (Personal Digital Assistant) market. Functionality of the PDA’s with features and benefits are discussed in detail. Further analysis includes the current Technology Roadmap including: semiconductor components, design alternatives, market forecasts, top OEM’s TAM, and wafer demand. List of tables includes: handheld BOM, ASP’s (US$), semiconductor content (US$), worldwide units (millions) and ASP, top vendors, TAM in dollars and units and 200mm wafer demand. Additionally, there is a list of figures for diagrams and references for handheld systems, handheld designs, alternative designs, Motorola’s DragonBall Roadmap, system revenue and units (millions), and system units (millions) and OEM ASP’s. System total semiconductor market and worldwide handheld PC wafer demand for 200mm wafers is also included. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Hybrid electric vehicles’ potential sales growth is obvious. The 2008 to 2013 CAGR for both hybrid electric vehicles unit shipments and control system semiconductors’ revenue is more than 30%. This study provides details. It provides descriptions of alternate hybrid electric vehicle systems, serial and parallel. In twelve tables and four charts on sixteen pages it provides five-year forecasts for automotive shipments and hybrid electric control systems as well as five-year semiconductor forecasts for BOMs, unit shipments, revenues and ASPs. Hybrid electric vehicles may help save the planet. This study helps identify semiconductor sales opportunities in their control systems. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
To receive DTV signals, consumers must have a fully integrated DTV set, or a set-top box receiver plus a monitor that can deliver DTV. This report focuses on the integrated DTV set only. This report presents a detailed technology roadmap discussion with bill of materials migration through the forecast period and three design alternatives. A recent agreement in the United States between cable companies and consumer electronics manufacturers will pave the way for integrated DTV sets and DTV service to take off. Among the resolutions is a specification that will allow integrated DTV sets to perform all the functions of set top boxes, so they will no longer be needed for one-way cable with these new sets. How will this affect the market growth? Semico’s forecast for integrated DTV shows tremendous growth, with a CAGR of 134.6% from 2002 to 2007.
This study includes a market forecast, as well as market shares for integrated DTV manufacturers, Semico’s forecast through 2007 for integrated DTV semiconductor consumption, and the forecasted wafer demand required by the integrated DTV market. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
This report covers Layer 2 and Layer 3 switches and routers. Layer 2 and Layer 3 refer to layers of the OSI reference model. Layer 2 is the data-link layer, concerned mainly with providing the physical addressing and transit of data across a physical link. Layer 3 (also called the network layer) is where data is routed. The other layers, Layer 1 and Layers 4-7, will not be addressed in this report. Many end systems now combine the L2/L3 functions in a single box, so for this report Semico has chosen to segment the market by high-end versus low-end (based on price. This also solves any confusion regarding the terms switches versus routers, as in many cases the same boxes perform both functions. Other terms used to describe this segment of the market include enterprise, LAN, and ethernet. The high end of the market, as defined by Semico, has an ASP of $65,000 this year and will ship about $10.8 billion in total revenues. The low end of the market is at an ASP of $1,200 and will ship $2.7 billion in revenues this year. The combined semiconductor TAM for the two markets is $2.5 billion for 2004. The market began to experience a recovery in the second half of 2003 after several years of stagnation. Growth is coming from several areas, including replacement sales as well as interest in new services and technologies. This report presents a complete semiconductor bill of materials for both segments, multiplied by the appropriate semiconductor ASPs to get the total semiconductor content in dollars forecast through 2008. A discussion of the major semiconductor components is included, along with a few sample block diagrams for illustration. Finally, the market forecasts and unit and dollar TAMs for each category are presented, as well as the combined TAMs for the market as a whole.
Mask making, long considered one of the less important elements of wafer processing, has gained a substantial amount of attention with the advent of the sub-wavelength era and dramatically rising mask set prices. Starting in the late 90’s, the wavelength of light commonly used in lithography exceeded the size of the smallest features defined by process engineers, and the sub-wavelength era was born. As a consequence of this, the burden of reaching 130nm and today’s leading edge 90nm feature resolution has largely shifted to mask making and has led to $1 million mask sets, greatly increased mask complexity with the use of resolution enhancement technology, and industry-wide “sticker shock” over mask prices. (To continue, click on the "More Information" link below.) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
In recent years, embedded Flash in Microcontrollers (MCUs) has grown quickly. The use of Flash was driven initially by high-end applications, such as automotive engine control, that could justify the relatively high cost. The advantages of in-circuit reprogramming and non-volatile memory are making Flash attractive to a wide variety of applications across the spectrum of MCU types. This report analyzes the MCU markets by embedded memory type, memory range and memory technology. it provides a breakdown of the 8,16 and 32 bit MCU market and provides dollar and unit shipments by memory range, technology and density for each market. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Since 2H 2009 the Micro Logic market has been on an upswing. The momentum continues into 2010. Semico foresees sustained growth for the next couple of years.
What is driving this growth? MPUs dominate revenues for ML. This reflects the renewed growth of the PC market. However, MCUs account for the unit volume. How is each of the MCU segments doing? Which markets are driving the growth for embedded control?
The latest Semico report, “Micro Logic Overview 2010: A Market on the Rebound”, answers these questions and more. This is a report dense with data showing the details and future trends of the MPU, MCU and DSP markets.
The emerging Structured ASIC product has breathed new life into an ailing ASIC market by allowing a large group of former users of ASIC products to return. Many of this group had been unable to continue using ASIC products due to several factors: • Rise in development costs for Standard Cell and SoC designs. • Lack of competitive offerings from the Gate Array industry in terms of performance and gate count. • Lack of design resources or expertise to undertake an extensive design using Standard Cell or SoC approaches. • High cost of FGA silicon limits the volume at which FPGAs can participate in many applications. The rise of the Structured ASIC category allows these previous ASIC users to once again consider an ASIC solution for their application. This is having a positive effect on the ASIC market as a whole. Revenue for the Structured ASIC will grow from $164.1M in 2003 to $1442.5M in 2008, a CAGR of 54.4%
NAND is poised to invade the PC, and users will hardly be aware-that's the finding of Semico Research's new report: "NAND in PC Hard Drives: More Than a Fast Starter". With the introduction of Microsoft's new Vista operating system and thanks to initiatives by component suppliers including Intel, Samsung, and others, NAND will ... (to continue, click on "more info" below) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
NAND flash manufacturers, as well as their upstream and downstream vendors, have recently endured unprecedented market conditions. Semico Research’s most recent NAND flash report, “NAND Systems Applications, What’s Eating Up All The NAND?”, takes an in-depth look at recent impacts of the global recession on all segments of the NAND flash memory market, top-six NAND manufacturer technology updates, and provides invaluable system-wide forecasts. The report also includes comprehensive excel graphs, charts, tables and spreadsheets, which provide NAND application-specific shipment and revenue detail by density for the Computer, Communication Wireless and Consumer markets. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Netbooks are a new emerging category of Personal Computers. There have been several efforts over the years for a low-cost and compact mobile PC. The introduction of the Intel Atom microprocessor in 2008 spurred the growth of netbooks, reaching 12.5 million units in 2008. The key feature for a netbook is that it is designed primarily for web browsing and emailing. Thus, wireless connectivity to the Internet is necessary. Low-power consumption, compact design and light weight are essential. The success of Atom based netbooks has spurred interest in competing designs. Via Technologies has been shipping its 80x86 compatible Nano. Several companies have ARM-based designs that hit the market or are expected to launch in 2009. The processor vendors for these netbooks include Nvidia, Texas Instruments, Freescale, and Qualcomm. There are two battles shaping up. One is among the chip vendors – x86 vs ARM. The other is the operating system – Microsoft vs Linux. This latest report from Semico Research, “Netbook PCs: A New Platform Battleground”, examines the usage models and market drivers for this emerging market. What are “smartbooks?” What are the market and technology trends? What has been the impact of netbooks on the MPU market? Learn more about the competition among both chip vendors and operating systems for netbooks, such as Windows and Android.
Netbooks, the newest trend to hit the computer scene, has seen amazing growth over the past year and is poised to see even more growth over the next five years. Semico expects a 31% CAGR between 2009 and 2013 as netbooks grow from 20 million units to 60 million units.
It is rare to see a product with such a niche target market grow so large so quickly, and in this report Semico explains what trends drive this market, who exactly is the target market, and what this all means for the semiconductor industry in the future.
The notebook industry is adjusting to netbooks just as desktops had to adjust to notebooks over the last few years. To stay competitive in this industry, you need to see where the semiconductor devices are going, what operating systems are being used, and what really defines a netbook. Netbook features, semiconductor content, including the memory are all included in the analysis of this report along with a regional forecast of where the products are produced by the OEMs.
With a regional forecast breakout, bill of materials, semiconductor content revenue, total available market, and wafer demand analysis, this report has everything you need to know where this new technology is going and how you can stay ahead of the competition.
Network processors perform an important role in intelligent packet processing and this is indeed a high-growth segment of the semiconductor market. However, some of the “irrational exuberance” of the heyday of the communications explosion, as Alan Greenspan so famously framed it, has been tempered in the last two years. Our forecast is significantly reduced from previous ones in this segment and is in fact rather conservative even as compared to other contemporary forecasts. This report will delve into the reasons for the Semico Research viewpoint. (To continue, click on the "More Information" link below.) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
We constantly hear warnings that the end of a technology cycle is just around the corner. New memory technologies are generating tremendous interest among semiconductor companies. What is the cause of this high level of interest? Are current concerns about the existing memory technologies merely one more example of the periodic warning that our technology sky is falling? (To continue, click on the "More Information" link below.) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Semico Research, in conjunction with Advance Tech Marketing, announced today a new series of reports that offers unique information, market data, and insights as the semiconductor industry continues to transition to System-on-Chip (SoC) style methodologies for chip development.
Semico predicts that the market for SoC’s will surpass $45 Billion by 2013, a compounded annual growth rate of 9%. This growth is being driven by increasing usage within consumer products, such as cell phones, digital televisions, and networking equipment. While the market is growing, the chip price-performance requirements for these consumer products are creating significant business and technical challenges for semiconductor companies. The economic downturn has accelerated the need for the industry to complete this transition.
“In order to build a profitable business model using SoC style development, semiconductor companies have to first make the culture transition from niche supplier of certain pieces of the system, to the system integrator that supplies the entire system. The issue facing the industry is that its infrastructure, and some its major players, have still not made enough of the transition,” says Phil Casini, managing director, Advance Tech Marketing. “However, today’s reality is that the consumer OEM’s now control the growth direction of the semiconductor industry, and they have made the transition. Prolonging the inevitable then only continues to erode the industry’s health”.
Semico’s new four part series of reports entitled System(s)-On-Chip, A Market Perspective offers new information and industry expert perspectives about these challenges and how to address them.
• Part One of the series provides an in depth analysis of the market forces driving SoC growth, detailed charts that quantify the impact SoCs are having on the industry, and the new industry dynamics SoCs create.
"On the surface, making the transition to SoC development may appear to be just a subtlety, but this transition is actually very difficult because it affects every aspect of how companies operate," says Rich Wawrzyniak, senior analyst, Semico Research. "This series of reports has the information and perspectives companies need to help bring clarity to the challenges and provide potential resolutions. Companies can use these reports as a blueprint to set the right course for their own success."
Semico is offering each of the individual reports for the introductory price of $995. A master report containing all four parts plus the Executive Summary) is available for $3,500.
Semico Research, in conjunction with Advance Tech Marketing, announced today a new series of reports that offers unique information, market data, and insights as the semiconductor industry continues to transition to System-on-Chip (SoC) style methodologies for chip development.
Semico predicts that the market for SoC’s will surpass $45 Billion by 2013, a compounded annual growth rate of 9%. This growth is being driven by increasing usage within consumer products, such as cell phones, digital televisions, and networking equipment. While the market is growing, the chip price-performance requirements for these consumer products are creating significant business and technical challenges for semiconductor companies. The economic downturn has accelerated the need for the industry to complete this transition.
“In order to build a profitable business model using SoC style development, semiconductor companies have to first make the culture transition from niche supplier of certain pieces of the system, to the system integrator that supplies the entire system. The issue facing the industry is that its infrastructure, and some its major players, have still not made enough of the transition,” says Phil Casini, managing director, Advance Tech Marketing. “However, today’s reality is that the consumer OEM’s now control the growth direction of the semiconductor industry, and they have made the transition. Prolonging the inevitable then only continues to erode the industry’s health”.
Semico’s new four part series of reports entitled System(s)-On-Chip, A Market Perspective offers new information and industry expert perspectives about these challenges and how to address them.
• Part Two provides a unique perspective of how the new SoC design challenges have evolved as SoC complexity continues to rise, and how computing architecture models struggle to deliver valued price-performance, eroding the traditional semiconductor business models.
"On the surface, making the transition to SoC development may appear to be just a subtlety, but this transition is actually very difficult because it affects every aspect of how companies operate," says Rich Wawrzyniak, senior analyst, Semico Research. "This series of reports has the information and perspectives companies need to help bring clarity to the challenges and provide potential resolutions. Companies can use these reports as a blueprint to set the right course for their own success."
Semico is offering each of the individual reports for the introductory price of $995. A master report containing all four parts plus the Executive Summary) is available for $3,500.
Semico Research, in conjunction with Advance Tech Marketing, announced today a new series of reports that offers unique information, market data, and insights as the semiconductor industry continues to transition to System-on-Chip (SoC) style methodologies for chip development.
Semico predicts that the market for SoC’s will surpass $45 Billion by 2013, a compounded annual growth rate of 9%. This growth is being driven by increasing usage within consumer products, such as cell phones, digital televisions, and networking equipment. While the market is growing, the chip price-performance requirements for these consumer products are creating significant business and technical challenges for semiconductor companies. The economic downturn has accelerated the need for the industry to complete this transition.
“In order to build a profitable business model using SoC style development, semiconductor companies have to first make the culture transition from niche supplier of certain pieces of the system, to the system integrator that supplies the entire system. The issue facing the industry is that its infrastructure, and some its major players, have still not made enough of the transition,” says Phil Casini, managing director, Advance Tech Marketing. “However, today’s reality is that the consumer OEM’s now control the growth direction of the semiconductor industry, and they have made the transition. Prolonging the inevitable then only continues to erode the industry’s health”.
Semico’s new four part series of reports entitled System(s)-On-Chip, A Market Perspective offers new information and industry expert perspectives about these challenges and how to address them.
• Part Three compliments Part Two by discussing the practical alternatives available to address the challenges when making the transition to SoC methodology, and their relative merits and the impact on the company.
"On the surface, making the transition to SoC development may appear to be just a subtlety, but this transition is actually very difficult because it affects every aspect of how companies operate," says Rich Wawrzyniak, senior analyst, Semico Research. "This series of reports has the information and perspectives companies need to help bring clarity to the challenges and provide potential resolutions. Companies can use these reports as a blueprint to set the right course for their own success."
Semico is offering each of the individual reports for the introductory price of $995. A master report containing all four parts plus the Executive Summary) is available for $3,500.
Semico Research, in conjunction with Advance Tech Marketing, announced today a new series of reports that offers unique information, market data, and insights as the semiconductor industry continues to transition to System-on-Chip (SoC) style methodologies for chip development.
Semico predicts that the market for SoC’s will surpass $45 Billion by 2013, a compounded annual growth rate of 9%. This growth is being driven by increasing usage within consumer products, such as cell phones, digital televisions, and networking equipment. While the market is growing, the chip price-performance requirements for these consumer products are creating significant business and technical challenges for semiconductor companies. The economic downturn has accelerated the need for the industry to complete this transition.
“In order to build a profitable business model using SoC style development, semiconductor companies have to first make the culture transition from niche supplier of certain pieces of the system, to the system integrator that supplies the entire system. The issue facing the industry is that its infrastructure, and some its major players, have still not made enough of the transition,” says Phil Casini, managing director, Advance Tech Marketing. “However, today’s reality is that the consumer OEM’s now control the growth direction of the semiconductor industry, and they have made the transition. Prolonging the inevitable then only continues to erode the industry’s health”.
Semico’s new four part series of reports entitled System(s)-On-Chip, A Market Perspective offers new information and industry expert perspectives about these challenges and how to address them.
• Part Four provides unique quantitative and qualitative economic analysis that results from SoC methodologies, including examples of how companies can realize revenue, profits, and manage risk exposures when transitioning to SoC development.
"On the surface, making the transition to SoC development may appear to be just a subtlety, but this transition is actually very difficult because it affects every aspect of how companies operate," says Rich Wawrzyniak, senior analyst, Semico Research. "This series of reports has the information and perspectives companies need to help bring clarity to the challenges and provide potential resolutions. Companies can use these reports as a blueprint to set the right course for their own success."
Semico is offering each of the individual reports for the introductory price of $995. A master report containing all four parts plus the Executive Summary) is available for $3,500.
The centerpiece of many family rooms is an entertainment center with a TV, a DVD player, a CD player, a VCR and more connected to a high quality amplifier with surround sound. Today, you can hold that entertainment center in your hand in a Portable Media Player. These new handheld devices will revolutionize the way that consumers manage and play their digital media libraries. (to continue, click on "more info" below) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The rise in applications demanding increased connectivity and portability have converged to offer new opportunities for mixed signal ASICs. This has come primarily in the form of adding mixed signal functionality to what had been all-digital System-on-a-Chip (SoC) designs. This trend has also impacted the programmable logic market, most notably Field Programmable Gate Arrays (FPGAs) where high speed Serializer-Deserializer (SerDes) channels have been added to facilitate high speed communications channels. The market opportunities for mixed signal ASICs and SoCs with mixed signal functionality are large today and will continue to grow into the future.
Semico Research Corp. today announced availability of the Semico 2010 Mixed Signal ASIC report Positive Signals From The Mixed Signal Market SC101-10, providing a five-year forecast for market revenues, unit shipments and ASPs segmented by major application category. The report analyzes design starts by process geometry for Mixed Signal ASICs, Performance SoCs, Value SoCs and Field Programmable Gate Arrays (FPGAs) and by device complexity by gate count. Lastly, it segments the market revenues, design start data and application category by region.
Rich Wawrzyniak, Senior Analyst, Semico Research Corp. noted that the expectation for ongoing growth in the mixed signal market is driven by two segments: the traditional mixed signal market comprised of low to mid-complexity devices mostly fabricated at larger process geometries and System-on-a-Chip (SoC) silicon that has some mixed signal functionality, increasingly fabricated at contemporary process geometries.
After declining 11.6% in 2009, mixed signal ASIC revenue is expected to grow by almost 20% in 2010 to $52.2 billion. Driving the trend to add some mixed signal functionality to SoCs that have largely been considered to be all-digital designs is the rise in portable, handheld applications that require connectivity and advanced power management features. An additional trend driving SoC designers towards the inclusion of mixed signal functionality onto their silicon solutions is the market pressure to offer increased performance and functionality, while at the same time integrating this complexity into ever fewer devices. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
While NPUs and their associated CAMs have become a more robust part of the communications network, the extremely high expectations set by market forecasters for these devices several years ago did not come to fruition. The communications downturn certainly played a leading role in this scenario, but also contributing was a healthy dose of what Federal Reserve Chairman Alan Greenspan once famously called “irrational exuberance.” (To continue, click on the "More Information" link below.) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Semico Research Corp. believes that new consumer electronic applications such as game boxes, set top boxes, and digital video recorders are a small but growing part of the hard disk drive market, a highly competitive market historically tied to the PC industry. Semico has just released a study focused on HDD markets in the next five years. This study, “Semico End-Use Focus: Hard Disk Drives,” forecasts a CAGR of 12.6% for unit shipments of hard disk drives and a CAGR of 6.1% for revenue for 2002-2006. By 2006, consumer applications will account for more than 10% of the market. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Packet-based telephone systems following Internet Protocol (IP) have many advantages over conventional phone systems. A fixed-cost structure makes long distance phone calls essentially free, IP phone calls consume 15% less bandwidth, and IP systems are much easier and cheaper to expand and manage. Semico Research believes that VoIP (Voice over IP) systems are poised to take off, and that IP phone handsets will be in strong demand. A new Semico study, “VoIP Handsets Break Loose,” forecasts a staggering 93.6% CAGR for unit growth and 48.5 % CAGR for revenue growth for the next five years as many companies convert to VoIP systems and their benefits. The study focuses on the semiconductor content in Internet phones. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
There have been some major changes in the semiconductor industry over the past year, due to the global economic crisis. These changes have impacted the status of semiconductor fabs worldwide: capacity, capex, wafer size, closures, launches, production ramps, technology node migration, and employee count. Semico’s 2009 Fab Database study will provide key information on changes that have occurred in 2009, and what plans are in place for upcoming fab construction and closures in 2010-2012. The study includes one table and twelve figures in 17 pages.
The study answers the following questions: • Who has the most fabs? • Where are the most fabs located? • Which countries in each region have fabs, and how many? • Which state of the United States has the most fabs? • How many fabs are used by IDMs, by foundries, and for development work? • How many fabs are used for logic, memory, analog/discretes, and MEMS production? • What is the distribution of fabs by wafer size? • How many fabs will begin initial production in 2010, 2011, and 2012? • How many fabs will close in 2009, a record year for fab closures? What about 2010 and 2011? • How has capital spending been affected by the downturn, and what kind of spending can we expect to see in 2010?
This study includes this Word document as well as an Excel spreadsheet which encompasses the most current version of our fab database. Semico’s fab database includes fabs that are planned, under construction, installing tools, operating, closing and closed.
The 3rd Party Semiconductor Intellectual Property (SIP) market grew at just a 4.8% rate in 2008 as the global economic situation affected every part of the semiconductor market. This growth rate is much lower than historical trends and is forecast to extend into 2009 with only a 2.9% increase. However, the low growth rate for this year is a testament to the overall importance and strength of SIP as most other market segments are declining today. The SIP market will return to stronger growth in 2010 with a 6.4% rate, and continue to gather momentum from 2011 – 2013, even though the growth rates will still be somewhat below historical norms.
This report tracks the SIP market by the commonly accepted labels such as ‘Star’ and ‘Commodity’ SIP. In addition the report further breaks these categories down by more descriptive labels such as ‘Critical IP’, ‘Purpose-Built IP’ and ‘Chip Enhancement IP’. The report also tracks the SIP market by function such as Memory, CPU, DSP, Analog, Logic, Interface, Interconnect and Chip Enhancement IP.
Semico says Semiconductor Intellectual Property (SIP) is the next killer catalyst for semiconductor growth. This position taken on the cusp of their IP event in June has gained momentum from their latest research report projecting the market to reach over $4,137.2M with a CAGR of 23.2% by 2009. (for more, please click on More Info below) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Provides packaging market information for four communications end-use markets: digital cell phones, digital set-top boxes, smart phones, and xDSL modems. Also provides for each end-use market a block diagram for a typical product being manufactured in the fourth quarter of 2003, an integration roadmap for ICs and a five-year total worldwide sales forecast. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
While segments of the semiconductor industry continue to experience the challenges of less than spectacular growth, a number of key consumer end-market platforms are demonstrating exciting potential. The growth in these selected markets will not only impact traditional semiconductor sales, but also opens the door for innovation and growth in the semiconductor packaging market segment. This study focuses on four rapidly growing consumer semiconductor end-use markets: digital cameras, digital cordless phones, integrated DTVs (digital TVs) and DVD (Digital Versatile Disk) players. (To continue, click on the "More Information" link below.) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Semico Research maintains its position that semiconductor sales opportunities are being created in emerging consumer markets. This study on the digital set top box market show both the semiconductor unit and revenue total available markets (TAMs) will continue to increase at double-digit CAGRs. The market is forecast to grow at a CAGR of (to continue, click on "more info" below) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Will SiGe Finally Displace CMOS in Key End-Markets?
SiGe devices have about the same performance as silicon devices manufactured on a process technology node two generations ahead. But, since the technology node at which the manufacturing of SiGe devices is possible trails the manufacturing node for silicon devices by about two generations, SiGe and silicon performance is usually roughly even at any given point in time. The performance edge may go to SiGe; but silicon has a price advantage, which has delayed widespread use of SiGe devices. (To continue, click on the "More Information" link below.) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
SiP (System-in-Package) packaging combines multiple ICs, discretes, passives or other elements in one package to provide a complete system or subsystem in that one package. There are many high-volume applications that are very well suited for SoC (System-on-a Chip) solutions; but, because the NRE (Non-Recurring Engineering) costs for SoCs are so high, SiPs will be used instead of SoCs in most applications where the total semiconductor revenue generated is less that $1.5 Billion. Today, SiPs are being used extensively in applications such as cell phones, Bluetooth modules, 802.11 modules, CMOS image sensors, computer graphics, and network packet switching. This study provides five-year forecasts for unit shipments in those end-use markets. There is also a very large potential market for SiPs in embedded micrologic applications. The revenue for SiP (System-in-Package) contract packaging companies will increase from $82.0 million in 2002 to $747.9 million in 2007, a CAGR of 55.6%. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
While Semico expects to continue to see improvements in standard CMOS technology over the next few years, it is clear that power and performance are requirements that are moving against each other.
Scientists continue to search for ways to enhance existing silicon technology to speed computing performance but the real challenge today is ... (For more, please click on "More information" below) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Solid state disk drives, or SSDs as they are commonly referred, are an emerging product that brings a new dimension to the PC market. While there are many possible end-product applications for the SSD, the PC market is (to continue, click more info below) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
According to a recent study by Semico Research Corp., Pseudo SRAM (PSRAM) is gaining ground. PSRAM has a one-transistor DRAM cell, as opposed to the typical six-transistor SRAM cell. The DRAM architecture gives PSRAM some strong advantages over low-power 6T SRAM, namely smaller size and competitive pricing. Manufacturers that account for 90% of the total SRAM market now make PSRAM. (to continue, click on "more info" below)
This study examines two perspectives for the Stacked Chip Scaled Package (SCSP) technology. The first is the end market opportunities for personal computers, wireless hand sets, wireless networking and networking LAN/HUBS. The second is the SCSP configurations (i.e. memory configurations, DSP and memory). The SCSP technology has enabled a significant increase in transistors density per package foot print and performance due to stacking multiple integrated circuits along with a reduced overall product cost. Financial benefits of SCSP are the increase in average selling price (ASP) and margins. By packing more functionality into an IC package, the IC provider can demand higher prices for their products. A recent Samsung press release concisely explains the benefits. "The integration of data, voice and video in smart phones and PDAs requires higher performance, longer battery life, and increasing memory density in a sleek package," said Dr. Hyung Lae Roh, the company's SOC R&D Center executive vice president. "Our SiP solution offers the world's first combination of an application processor with NAND flash, which will be the leading non-volatile storage solution for next-generation handhelds." SCSP is a packaging technique that allows for wire bonding between integrated circuits and the external package I/O. As many as 5 IC are “stacked” inside the package (See Figure 3). To identify total available market (TAM), ASP and four-year forecasts, interviews from leading SCSP suppliers were performed. The market analysis includes the SCSP configuration and end market use numbers. For the SCSP configuration, the following areas are reported. • Flash and RAM configuration • MicroX (processor and controller) and memory configuration • DSP and memory configuration • ARM and memory configuration • Video processing and memory configuration
The total number of SCSP units produced in 2003 was 537.5 million and is estimated to increase to 2,073.9 million in 2007. The CAGR between 2003 and 2007 is 127%. The total IC market use of SCSP will grow from 0.5% in 2003 to 1.4% in 2007. Figure 1 shows the SCSP growth between 2003 and 2007 and the break down among the SCSP configurations.
The SoC market grew at just a 5.5% rate in 2008, much lower than historical trends due to the slowing of the worldwide economy. In fact, 2009 will see the SoC exhibit negative growth for the first time since the SoC design methodology became a market, declining 19.1%. 2010 will see a return to growth with a modest 9.5% increase.
This report tracks the SoC market by both revenues and unit shipments for many different types of SoC including Performance SoC, Value SoC, Programmable SoC, Platform SoC, Slice SoC and System on a Programmable Chip and provides definitions for each type of product. In addition the market is further segmented by end application and by region. Also, the report provides data and forecasts on the ASSP market, the Standard Cell market, the FPGA market, the Gate Array market and the Customer Owned Tooling (COT) market.
The report also gives insight into many of the major trends happening in the SoC market today such as the growing use of ‘Megablocks’ and ‘Sub-Systems’ in SoC design and the impacts of this new type of design approach has on the market. The report also explores the trend towards emplacing multiple System(s)-on-a-Chip and the implications for changes in design activities and how the end market will be impacted.
The SoC market experienced negative revenue for the first time in 2009 since the market was first tracked in 1998. Total market revenues declined 19.2% in 2009 in response to weak end-market unit demand and increasing pressure on device ASPs. However, the market is recovering strongly in 2010 as market demand solidifies. Revenue for this market will grow from $45,294M in 2010 to $69,405M by 2015, a CAGR of 8.9%.
The gap between time-to-market and design completion has been lengthening for the last few years. Just as design cycle times have lengthened, product life cycles have become shorter. It is estimated that the time to design fairly complex SoC silicon is twelve to sixteen months, and a typical product life cycle length at just nine months. The SoC methodology is seen as a way to bring this process under control once again. However, increasing capability in terms of gate counts on the process side, and the impact this has on allowing greatly enhanced functionality and feature sets in the end system, is preventing substantial inroads from being made on shortening design cycle times. However, the ability to re-use existing Semiconductor Intellectual Property (SIP) blocks over the course of many SoC designs is one way to reduce the design time.
The willingness of established silicon manufacturers to solicit and acquire SIP from 3rd party sources for incorporation into a currently running design or into their SIP libraries – all to service their SoC customers better is increasing, especially at companies who have previously believed it was better to create their own SIP internally. The advent of ‘Mega-blocks’; blocks of different SIP functions integrated together into more tightly coupled, higher-performing functions, and then the evolution of these mega-blocks into true sub-systems is leading SoC designers to adopt a new approach to SoC design. In effect, SoC designers must now become system integrators when crafting their solutions and can no longer function only in the role of creating silicon solutions if they want to take full advantage of the evolution occurring in the SIP market.
SoC is more of a methodology than a separate piece of silicon. Many current manufacturers of older, pre-existing designs of MCUs (Microcontrollers), MPRs (Microperipherals), and ASSPs (Application Specific Standard Products) will take advantage of the new ease of design SoC offers and choose to redefine/redesign these products. These products, along with the traditional types of SoC, are starting to employ the new design methodology inherent in the IP Subsystem approach to cut design costs and reduce design cycle times, while increasing functionality and performance.
In this way, the market is embracing a new methodology to designing SoCs that will allow new types of silicon solutions to be created and employed by end system designers throughout the electronics market. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Semico Research, in conjunction with Advance Tech Marketing, announced today a new series of reports that offers unique information, market data, and insights as the semiconductor industry continues to transition to System-on-Chip (SoC) style methodologies for chip development.
Semico predicts that the market for SoC’s will surpass $45 Billion by 2013, a compounded annual growth rate of 9%. This growth is being driven by increasing usage within consumer products, such as cell phones, digital televisions, and networking equipment. While the market is growing, the chip price-performance requirements for these consumer products are creating significant business and technical challenges for semiconductor companies. The economic downturn has accelerated the need for the industry to complete this transition.
“In order to build a profitable business model using SoC style development, semiconductor companies have to first make the culture transition from niche supplier of certain pieces of the system, to the system integrator that supplies the entire system. The issue facing the industry is that its infrastructure, and some its major players, have still not made enough of the transition,” says Phil Casini, managing director, Advance Tech Marketing. “However, today’s reality is that the consumer OEM’s now control the growth direction of the semiconductor industry, and they have made the transition. Prolonging the inevitable then only continues to erode the industry’s health”.
Semico’s new four part series of reports entitled System(s)-On-Chip, A Market Perspective offers new information and industry expert perspectives about these challenges and how to address them. • Part One of the series provides an in depth analysis of the market forces driving SoC growth, detailed charts that quantify the impact SoCs are having on the industry, and the new industry dynamics SoCs create. • Part Two provides a unique perspective of how the new SoC design challenges have evolved as SoC complexity continues to rise, and how computing architecture models struggle to deliver valued price-performance, eroding the traditional semiconductor business models. • Part Three compliments Part Two by discussing the practical alternatives available to address the challenges when making the transition to SoC methodology, and their relative merits and the impact on the company. • Part Four provides unique quantitative and qualitative economic analysis that results from SoC methodologies, including examples of how companies can realize revenue, profits, and manage risk exposures when transitioning to SoC development.
"On the surface, making the transition to SoC development may appear to be just a subtlety, but this transition is actually very difficult because it affects every aspect of how companies operate," says Rich Wawrzyniak, senior analyst, Semico Research. "This series of reports has the information and perspectives companies need to help bring clarity to the challenges and provide potential resolutions. Companies can use these reports as a blueprint to set the right course for their own success."
Semico is offering each of the individual reports for the introductory price of $995. A master report containing all four parts plus the Executive Summary) is available for $3,500. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The SoC method of creating silicon solutions hold great promise for the future of the semiconductor industry and ASIC markets in particular. Revenue for this market will grow by over 28% (CAGR) through 2007. This report examines the factors which are driving the SoC design methodology and what challenges and solutions designers are facing. The role of SIP (Semiconductor Intellectual Property) as a key enabler will be discussed in detail as well as emerging EDA tools which will are contributing to the use of 3rd party SIP in SoC designs. Included in this study is a comprehensive forecast for the worldwide ASIC and ASSP markets. In addition a worldwide SoC forecast is presented and broken down by COT, MPR, MCU, Standard Cell and FPGA SoC designs. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
With so much information in the news about China and the huge market known as Asia, the details of the importance of Taiwan gets lost. The Taiwanese Semiconductor Industry ranks fourth, globally. While overall 2004 was a banner year for the semiconductor industry, Taiwan did even better than . . . (Click on More Info below) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Don’t hold any wakes for the digital still camera market just yet. Conventional wisdom is that the market will top out within the next two years at just over 100 million units. Semico Research Corp. doesn’t believe it. The market is maturing, but it is still growing and will exceed 150 million units by 2010. The reasons are detailed in a just released Semico digital still camera study. (to continue, click on "More Info" below)
Limited Time Offer! Get this study for $1995, before the price reverts to the standard $2495 list price!
Semico Research Corp’s latest 4Q04 DRAM report shows 3Q04 revenue was up a mere 1.2 percent over second quarter; however, it was up 53 percent compared to the same quarter in 2003. The Semico forecast was on the mark; grow more than 56 percent in 2004 with DRAM revenue totaling $26.8 billion. (to continue, click on "more info" below)
Investors and other businesspeople looking to tap into the skyrocketing flash memories market encounter a steep learning curve. What's driving all this growth? Who are the players and how do they stack up? How is intellectual property used to control competition? What distinguishes NAND from NOR? Is flash threatened by other technologies? (to continue, click on "more info" link below) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Spot prices have remained below contract prices for the year and serve as an indication that the market has not yet begun a complete, full-scale recovery and there is still plenty of supply. That is not to say that the market has not been recovering. In fact, Semico is projecting that the market will grow 7.8% in 2003 year-over-year. However, it will not have the scale of growth that the industry enjoyed in 1999. There have been remarkable similarities between 1999 and 2003 with respect to other market trends. Despite the massive increase in PC volumes for this year and the third quarter price increases, the higher memory densities that are currently available have held down the number of DRAM units that shipped. (To continue, click on the "More Information" link below.)
The used semiconductor manufacturing business is alive and well. Over the next five years, the availability of affordable used equipment will allow semiconductor fabs, research labs and universities to upgrade to faster, more cost effective 200mm and 300mm tools. This study provides five-year forecasts for used equipment supply and demand based on wafer demand and fab requirements. It also identifies opportunities for sales of used 200mm and 300mm equipment. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Video game consoles have continued to be a shining spot in the consumer electronics segment. Video game consoles are a major driver for semiconductors in the consumer market. These consoles drive innovation, using high-performance ASICs, processors, and memory devices.(To continue, click on the "More Information" link below.) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
In 2004, wafer demand will increase in every major product category. The ASIC product category, made up of Programmable Logic, Standard Cell and Gate Arrays will experience the highest growth rate at 22% over 2003. What other product categories will experience dramatic growth over the forecast period? (To continue, click on the "More Information" link below.)
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2013. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing Micro Logic, Communications, Other Micro Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Digital Bipolar. In addition, there is a five-page summary write-up providing the major assumptions behind the forecast and changes from the previous quarter. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2013. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing Micro Logic, Communications, Other Micro Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Digital Bipolar. In addition, there is a five-page summary write-up providing the major assumptions behind the forecast and changes from the previous quarter. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2013. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing Micro Logic, Communications, Other Micro Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Digital Bipolar. In addition, there is a five-page summary write-up providing the major assumptions behind the forecast and changes from the previous quarter. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2013. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing Micro Logic, Communications, Other Micro Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Digital Bipolar. In addition, there is a five-page summary write-up providing the major assumptions behind the forecast and changes from the previous quarter. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
In baseball, the triple play (TP) is known as a very rare play, since there is usually only enough time for fielders to record a double play at best under most circumstances. In the digital home, the TP is being driven by consumer demand and the trend towards mobility. The term ‘triple play’ in the semiconductor industry has been coined to define the convergence needs of video, voice, and high-speed data. (for more, click on the "More Info" link below) More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
We are at the cusp of an evolution occurring in the consumer electronics (CE) industry. In recent years, the CE market has been migrating from analog to digital. Digital TVs, camcorders, cameras, etc. are now commonplace in the home. As these digital products have begun to proliferate in the consumer market, WiFi (Wireless Fidelity) has also evolved. Thus, it is a natural progression for CE products to be designed with WiFi technology. Semico, as well as a number of CE and WiFi manufacturers, view the consumer electronics market as one of the fastest growing end-use markets for WiFi technology. CE products with WiFi capability first began appearing in 2002 in Japan, and have been evolving at a steady pace since. The ability to share data from one platform to another will be very desirable to consumers. Wire-free connections which allow platforms to share, store, and aggregate digital content throughout the home is the vision of many WiFi manufacturers and consumers alike. Currently, there other wireless technologies that are competing for this space. One new technology, ultrawideband, with its greater throughput, is currently being positioned by some manufacturers for the distribution of MPEG-2 quality video or HDTV streams. WiFi is expected to have its niche in the consumer market. Semico believes WiFi will provide consumers an easy-to-use method to distribute digital content from a PC, as an example, to a whole host of consumer devices, such as DTVs, digital cameras, DVD players, and even stereo systems.
This study examines the burgeoning market for WLAN Access Points with a focus on bill of materials migration, design alternatives and TAM (total available market). The market for WLAN APs is complex due to three unique 802.11 standards vying for dominance. These include 802.11a, 802.11b and 802.11g . While the existence of multiple standards has caused some confusion in the market, dual-band or combo WLAN chipsets have recently alleviated some concerns and WLAN AP deployment is being accelerated worldwide. This report presents a detailed technology roadmap discussion with bill of materials migration through the forecast period and three design alternatives. The study also includes Semico's WLAN AP total semiconductor market forecast through 2006 and the forecasted wafer demand consumption required by the WLAN AP market. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
After an inauspicious start, wireless networking has captured the imagination of PC and notebook consumers worldwide, and has emerged as one of the fastest growing semiconductor markets.
In 2002, 19.6 million Wireless LAN (WLAN) chipsets for client NICs and Access Points shipped, generating nearly $370 million in revenue. Semico forecasts that the WLAN market will grow from $212 million in 2001 to over $2.2 billion by 2007. The popularity of this technology has system OEMs scrambling to offer wireless connectivity to consumers while keeping bill of materials costs in check. Currently a number of options exist. Some OEMs have opted to bundle PCMCIA (Personal Computer Memory Card International Association) add-in WLAN cards while others have designed systems with embedded MiniPCI (Peripheral Component Interconnect) modules connected to the system motherboard.
The market for notebook PCs will account for 85 million units in 2007, while over 148 million desktop PCs are expected to ship that year. Semico forecasts by 2007, 33.7% of PCs and 80% of notebooks will be shipped with WLAN capability due to strong demand from consumers to increase the attach rate for WLAN connectivity in mobile PCs. The bullish outlook reflected in the desktop PC and notebook forecast hinges on highly integrated, embedded wireless connectivity solutions becoming available during the forecast period. This will be a key factor in spurring growth in these segments.
Key Content and Analysis
The initial integration strategy for chipset vendors will likely result in the integration of the WLAN MAC (Media Access Controller) into the southbridge. This design alternative gives OEMs the option to add a 'front-end' Baseband and RF module to complete the WLAN solution. The discrete component can be populated on the system mainboard by the OEM or implemented as an embedded BB-RF daughter card. In some cases this module may also be located in the upper portion of the laptop's display enclosure. In this implementation, system OEMs would be able to choose from a host of third party BB-RF module and chipset suppliers. OEMs would be able to differentiate products on price and performance by choosing products from various vendors.
Chipset vendors may opt to further cost-reduce the WLAN solution by integrating both the MAC and Baseband controller into the core logic southbridge. This option represents a significant technical implementation challenge, but would provide the most cost-effective solution to OEMs. In this integration scenario, system OEMs would choose from a host of RF front end component or module suppliers.
This study examines these design alternatives, forecasts the integration path, and provides an overall WLAN industry forecast with detailed Bill of Materials evolution and costs. In addition, the report provides a detailed forecast for each type of integration scenario and the aggregate number of RF or RF / BB front end modules through 2007. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
