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.
The semiconductor industry experienced an outstanding recovery in 2010. Revenues grew 32%, while units grew 25%. Manufacturers responded to the sharp increase in demand by spending almost $50 billion, a 91% increase over 2009, on capital equipment, buildings and land. In 2011, Semico's forecast for the industry is an 8.3% increase in revenues and a 13.5% increase in units. Increasing economic uncertainty due to the political turmoil in North Africa and the Middle East, combined with rising gas prices, will help bring the industry back to a more normal growth pattern this year.
Semiconductor manufacturers have responded with a more subdued plan for capital spending this year. Capex for the industry as a whole will be up 15% over 2010, but could fall as much as 20% in 2012 as the economy slows and overcapacity drives down prices.
"Capital spending in 2011 is still strong, but more conservative at some companies than in 2010," said Adrienne Downey, Director of Technology Research at Semico. "Companies will become more skittish with their spending, so capex will fall 20% next year." Nine out of the top twenty semiconductor manufacturers will increase their spending this year, all at double- or even triple-digit increases.
Find out who is taking the plunge this year, and who is holding back, in this data-rich look at the capex situation. This study includes market shares for 2009-2010, capital spending trends for 2010-2011, and a look at new fabs that are being built and expansion projects.
2008 was forecast to be a good growth year, until external events in worldwide financial markets overtook the SIP market. The SIP industry was not immune to the market forces unleashed in 2008, declining 21.9% in 2009. However, the recovery which arrived in the second half of 2009 prevented the 3rd Party SIP from declining at an even steeper rate. It is Semico’s view that the SIP market will continue to perform at rates comparable to other semiconductor markets, with 17.1% growth in 2010. This is due to the trend for more and more SIP to be instantiated into SoCs and other device types that use SIP. Semico believes that semiconductor unit shipments will be strongly positive in 2010 and into 2011. As long as end demand remains reasonable, the 3rd Party SIP market will continue to grow.
Much of semiconductor demand today is associated with consumer devices and consumer purchasing power which was adversely affected by the downturn in the world economy. Historically, the industry innovates its way out of a downturn. Semico’s assumption is that successful companies will roll out new products to stimulate the market, meaning new designs and more use of SIP to accomplish those designs. Semico does not see any negative growth for the SIP market over the entire forecast period; 2010 - 2015.
The rise of new applications such as MP3 players, Digital Cameras, Cell Phones, Netbooks, PC Tablets and other portable consumer devices has been one of the major drivers of the SIP market. Another driver has been the Communications segment with the build-out of infrastructure for the Internet, both Wired and Wireless.
The Communications segment will be the largest SIP category over the forecast period. The Computer segment will slip to 3rd-place status behind the Consumer segment, which will take a larger share of SIP and emerge as the second-largest application segment for SIP by 2015.
The SIP market is undergoing a round of consolidation with the number of companies shrinking approximately 50% by 2010 compared to 2000. However, this is not a sign of a weakening market, but rather of the market sorting itself out with strong contenders consolidating their positions. Semico projects this market to continue to grow, exhibiting a CAGR of 12.6% from 2010 – 2015.
These changes and many more are outlined in a new report from Semico Research Corp. entitled: 3rd Party Semiconductor Intellectual Property: Resumption of Growth, SC103-10, September 2010.
This report looks at changes and trends in the 3rd Party SIP market concentrated in the Computer, Consumer, Communications, Transportation and Industrial market categories. Using 2009 as a base year, and forecasting out through 2015, the report tracks the traditional Star and Commodity SIP products by revenue. It also details SIP used in the profiled silicon devices such as Advanced Performance Multicore SoC, Value Multicore SoC, Basic SoC, Platform SoC, Programmable SoC, FPGAs, Structured ASICs and ASSPs.
Some of the data discussed in 109 pages with 31 tables and 51 graphs are:
• Total Hard, Firm and Soft Commodity SIP forecast by application • Total Hard, Firm and Soft Star SIP forecast by application • Worldwide SIP market forecast by device type • Growth in the number of SIP blocks by design • Worldwide forecast for SIP revenues by region • Worldwide forecast for SIP revenues by SIP type: Analog, Memory, CPU cores, DSP cores, Interface, Logic, Chip Enhancement and Interconnect • In depth discussion of the history, evolutionary forces and trends that drive the SIP industry today and that will drive it in the near future • In depth discussion of current SIP market licensing business practices • In depth discussion of efforts under way by various industry organizations to standardize different aspects of SIP usage and design
This detailed report by Semico Research Corp. is a true ‘must-have’ for those wanting to understand where the SIP market is today and how it will evolve over the near term, giving readers a sense of the forces at work that underlie this critical part of the SoC design landscape.
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.
When you think of profitable semiconductor categories, what comes to your mind? In a good year, NAND and DRAM can be very profitable. Considering Intel's size and position in the market, Micro Logic would be another good guess. But the smart money goes to the Analog market for long-term, stable profitability. The analog segment is the subject of a new study just released by Semico Research Corp., Analog Market Trends: Fourth Quarter 2011. In the study, Semico shows that the Analog segment maintains a higher than average revenue per wafer, utilizes process technology longer than digital logic ICs, and has experienced a higher than average compound annual growth rate (CAGR) over the past 10 years.
"Over the next five years, semiconductor units will grow at a CAGR of 9.6%. The analog market will grow at a CAGR of 10.1%," says Semico president Jim Feldhan. "Specific analog product categories such as power management devices will grow even faster, logging in a 13.2% CAGR over the next five years."
This study is 39 pages long and contains 26 figures and 7 tables. All aspects of the analog market dynamics are covered in four sections. The first section includes an economic outlook for the macro economy and the major semiconductor end markets. The next section addresses Semico's semiconductor forecast. This information provides the background information which drives analog demand. The analog market is then presented by major end market and by product by end market. A special section is devoted to power management, a critical sub-segment of the overall analog market. The analog market information is derived from the Semico MAP model (Market Analysis and Planning Model). The final section covers the analog manufacturing landscape, including an analysis of analog wafer fabs and wafer demand.
Semico is a leader in analog market research. We can provide units, dollars and ASPs for analog ICs by major applications (Computer, Consumer, Communications, Industrial, Automotive and Government). We also maintain units and revenues for each end market by analog product (Amplifiers, Interface, Voltage Regulators and Reference, Data Conversion, Comparators, and Application Specific products). Semico also provides analog wafer demand by product by end market by process technology. Our automotive analog data is further detailed by automotive sub-system.
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.
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 ASIC design start landscape has seen dramatic changes as end market demand rose and fell due to the financial meltdown in 2008, recovery in 2009 and 2010 and more uncertainty due to natural disasters and financial market fluctuations in 2011. Rising consumer spending for mobile and portable electronic devices helped mitigate some of the impact of these fluctuations on the ASIC design start landscape.
Another result of this tumult is the repartitioning of the System-on-a-Chip (SoC) market into three categories instead of the traditional two categories. Performance SoCs become Advanced Performance Multicore SoCs. Value SoCs become Value Multicore SoCs and a new category of SoC, the Basic SoC, was created. These changes reflect the new ways silicon designers are crafting their silicon solutions to meet changing market requirements and increasing design costs. The new definitions reflect the trends towards using multiple CPU cores in the end silicon to increase performance and the extensive use of on-chip Interconnects to tie these CPU cores together. The new Basic SoC category is a reflection of the increasing use of CPU cores from 3rd Party Intellectual Property (SIP) vendors on Micro Controllers that had previously used proprietary CPUs to increase performance and reduce design cycle times.
These changes and many more are outlined in a new report from Semico Research Corp. entitled: ASIC Design Starts by Key End Market Applications, SC101-12, February 2012.
This report looks at changes and trends in 71 end applications concentrated in the Computer, Consumer, Communications, Transportation and Industrial market categories. The report tracks the design starts and unit shipments of nine different types of ASIC products--Analog, Mixed Signal, Gate Array, Advanced Performance Multicore SoCs, Value Multicore SoCs, Basic SoCs, PLDs, FPGAs and Structured ASICs--used in each of the 71 applications. Forecasts for all end applications, ASIC design starts and unit shipments are given through 2016 using 2011 as a base year.
Some of the data discussed in 145 pages with 148 tables and 78 graphs are:
• Total ASIC design starts increased 11.1% in 2011 on top of a 9.8% growth in 2010. Semico is forecasting continued growth with an increase of 10.2% in 2012. • Total ASIC design starts are forecast to show a CAGR of 6.6% from 2012 - 2016. • The number of 'first time' designs in the SoC market increased 6.9% in 2011 while derivative SoC designs increased 12.0%. • The fastest growing category of silicon solution is the Basic SoC at a CAGR of 24.1% driven in part by new applications in Smart Grid and the Internet of Things. • The largest end market for ASIC design starts is the Communications market with 40.9% of the total. • The fastest growing market category is the Transportation segment with a CAGR of 9.0%. • The Industrial category also saw increased growth with the rise of Smart Grid applications with a 9.0% CAGR through the forecast period.
This report is the first of a two-part series on ASIC Design Starts. The second is ASIC Design Starts: New Growth Ahead, SC102-12, February 2012, that looks at design complexity, gate counts, starts by process geometry, regional design starts and gives forecasts for design starts and unit shipments by ASIC product type and end market category. The reports can be purchased individually or together. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The end of 2008 saw dramatic changes in the ASIC design start landscape as end market demand for both silicon solutions and the unit volumes associated with those solutions evaporated quickly in the face of the worldwide financial meltdown. Many designs that were underway were either cancelled outright or were suspended pending a recovery in the end markets. Starting at the end of 1Q09, the market decline halted, markets stabilized and came roaring back in the second half of 2009 and into 2010.
The net result of these changes have had a profound affect on the ASIC Design Start markets as companies first suspended their design efforts and then restarted their efforts – all within a span of approximately nine months.
Another result of this tumult is the repartitioning of the System-on-a-Chip (SoC) market into three categories instead of the traditional two categories. Performance SoCs become Advanced Performance Multicore SoCs. Value SoCs become Value Multicore SoCs and a new category of SoC, the Basic SoC is created. These changes reflect the new ways silicon designers are crafting their silicon solutions to meet changing market requirements and increasing design costs. The new definitions reflect the trends towards using multiple CPU cores in the end silicon to increase performance and the extensive use of on-chip Interconnects to tie these CPU cores together. The new Basic SoC category is a reflection of the increasing use of CPU cores from 3rd Party Intellectual Property (SIP) vendors on Micro Controllers that had previously used proprietary CPUs to increase performance and reduce design cycle times.
These changes and many more are outlined in a new report from Semico Research Corp. entitled: ASIC Design Starts by Key End Market Applications, SC104-10, August 2010.
This report looks at changes and trends in 71 end applications concentrated in the Computer, Consumer, Communications, Transportation and Industrial market categories. The report tracks the design starts and unit shipments of nine different types of ASIC products; Analog, Mixed Signal, Gate Array, Advanced Performance Multicore SoCs, Value Multicore SoCs, Basic SoCs, PLDs, FPGAs and Structured ASICs used in the profiled applications. Forecasts for all end applications, ASIC design starts and unit shipments are given through 2014 using 2009 as a base year.
Some of the data discussed in 155 pages with 144 tables and 76 graphs are:
• Total ASIC design starts fell 5.2% in 2009, while Semico is forecasting a return to growth with an increase of 9.1% in 2010. • Total ASIC design starts are forecast to show a CAGR of 7.6% from 2010 – 2014. • The number of ‘first time’ designs in the SoC market dropped 16.6% in 2009 while derivative SoC designs dropped only 7.8%. • The fastest growing category of silicon solution is the Basic SoC at a CAGR of 20.2% • The largest end market for ASIC design starts is the Communications market with 39.6% of the total. • The fastest growing market category is the Transportation segment with a CAGR of 10.7%.
This initial discussion of the ASIC Design Start market is followed up by another Semico report; ASIC Design Starts: Recovery in the markets, SC105-10, August 2010, that looks at design complexity, gate counts, starts by process geometry, regional design starts and gives forecasts for design starts and unit shipments by ASIC product type and end market category.
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.
The ASIC Design Start landscape has changed since 2006 to accommodate increasing design costs, rising design complexity and lengthening design cycle times, especially in the System-on-a-Chip (SoC) market. These changes are having an impact on the ASIC Design Start market as the broader semiconductor market has mostly recovered from the financial meltdown that occurred in the 3rd quarter of 2008 and into the first part of 2009.
Semico Research Corp has looked at these impacts from the point of view of the ASIC Design Start market and encapsulated these changes and trends in a new report titled; ASIC Design Starts: New Growth Ahead, SC102-12, February 2012.
This report looks at changes and trends in 71 end applications summarized in the Computer, Consumer, Communications, Transportation and Industrial market categories. The report tracks the design starts and unit shipments of nine different types of ASIC products; Analog, Mixed Signal, Gate Array, Advanced Performance Multicore SoCs, Value Multicore SoCs, Basic SoCs, PLDs, FPGAs and Structured ASICs used in the profiled applications. Forecasts for ASIC design starts and ASIC unit shipments from 2012 through 2016, using 2011 as the base year are given. The report also looks at design complexity, gate count by product type, starts by process geometry, regional design starts with forecasts for design starts in each area.
Some of the data discussed in 91 pages with 60 tables and 66 graphs are:
• Total ASIC design starts increased 11.1% in 2011 on top of a 9.8% growth in 2010. Semico is forecasting continued growth with an increase of 10.2% in 2012. • Total ASIC design starts are forecast to show a CAGR of 6.6% from 2012 - 2016. • The number of 'first time' designs in the SoC market increased 6.9% in 2011 while derivative SoC designs increased 12.0%. • The fastest growing category of silicon solution is the Basic SoC at a CAGR of 24.1% driven in part by new applications in Smart Grid and the Internet of Things. • The largest end market for ASIC design starts is the Communications market with 40.9% of the total. • The fastest growing market category is the Transportation segment with a CAGR of 9.0%. • The Industrial category also saw increased growth with the rise of Smart Grid applications with a 9.0% CAGR through the forecast period.
Perhaps the biggest change in the ASIC design landscape is the evolution of the SoC market from two traditional types of SoCs to now include three SoC types: Performance SoCs become Advanced Performance Multicore SoCs. Value SoCs become Value Multicore SoCs and a new category of SoC, the Basic SoC is created. These changes reflect the new ways silicon designers are crafting their silicon solutions to meet changing market requirements and increasing design costs. The new definitions reflect the trends towards using multiple CPU cores in the end silicon to increase performance and the extensive use of on-chip Interconnects to tie these CPU cores together. The new Basic SoC category is a reflection of the increasing use of CPU cores from 3rd Party Intellectual Property (SIP) vendors on Micro Controllers that had previously used proprietary CPUs to increase performance and reduce design cycle times.
Although Smart Grid and Internet of Things applications will drive large numbers of design starts and very high unit shipments, the low price points required for these applications will not drive industry revenues significantly. However, the increased design activity revolving around these two new applications, along with the growth in Communications applications will provide a much needed element of stability to the design start landscape over the forecast period. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The ASIC Design Start landscape has changed in the last three or four years starting with 2006 and continuing through today. The market landscape has changed to accommodate increasing design costs, rising design complexity and lengthening design cycle times, especially in the System-on-a-Chip (SoC) market. These changes are having an impact on the ASIC Design Start market as the broader semiconductor market is recovering from the financial meltdown that occurred in the 3rd quarter of 2008 and into the first part of 2009.
Semico Research Corp has looked at these impacts from the point of view of the ASIC Design Start market and encapsulated these changes and trends in a new report titled; ASIC Design Starts: Recovery in the Markets, SC105-10, August 2010.
This report looks at changes and trends in 71 end applications summarized in the Computer, Consumer, Communications, Transportation and Industrial market categories. The report tracks the design starts and unit shipments of nine different types of ASIC products; Analog, Mixed Signal, Gate Array, Advanced Performance Multicore SoCs, Value Multicore SoCs, Basic SoCs, PLDs, FPGAs and Structured ASICs used in the profiled applications. Forecasts for ASIC design starts and ASIC unit shipments from 2010 through 2014, using 2009 as the base year are given. The report also looks at design complexity, gate count, starts by process geometry, regional design starts with forecasts for design starts in each area.
Some of the data discussed in 89 pages with 60 tables and 65 graphs are:
• Total ASIC design starts fell 5.2% in 2009, while Semico is forecasting a return to growth with an increase of 9.1% in 2010. • Total ASIC design starts are forecast to show a CAGR of 7.6% from 2010 – 2014. • The number of ‘first time’ designs in the SoC market dropped 16.6% in 2009 while derivative SoC designs dropped only 7.8%. • The fastest growing category of silicon solution is the Basic SoC at a CAGR of 20.2% • The largest end market for ASIC design starts is the Communications market with 39.6% of the total. • The fastest growing market category is the Transportation segment with a CAGR of 10.7%.
Perhaps the biggest change in the ASIC design landscape is the evolution on the SoC market from two traditional types of SoCs to now include three SoC types: . Performance SoCs become Advanced Performance Multicore SoCs. Value SoCs become Value Multicore SoCs and a new category of SoC, the Basic SoC is created. These changes reflect the new ways silicon designers are crafting their silicon solutions to meet changing market requirements and increasing design costs. The new definitions reflect the trends towards using multiple CPU cores in the end silicon to increase performance and the extensive use of on-chip Interconnects to tie these CPU cores together. The new Basic SoC category is a reflection of the increasing use of CPU cores from 3rd Party Intellectual Property (SIP) vendors on Micro Controllers that had previously used proprietary CPUs to increase performance and reduce design cycle times.
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.
In 2008, the DRAM industry faced a supply glut. ASPs for DRAM chips fell precipitously and as a consequence, DIMM module revenues and profits fell as well. DRAM manufacturers slashed capacity output late in 2008 in order to tighten chip supply. Near the midpoint of 2010, demand began to recover as the overall global economy stabilized after all of the financial fallout. What resulted was a return to profitability for DIMM module OEMs and third-party module vendors. For 2010, the DIMM module market will experience a 62.3% increase in revenues year over year. A 4.6% increase in mid-high server GB/system, YoY in 2010, combined with increased DRAM unit shipments of 20.3% YoY in the same year, helped create this return to profitability.
Semico's latest report, DIMM Revenues Soar: High Density DRAM Module Market Overview, forecasts DRAM unit shipments, ASPs and revenues on a quarterly basis through 2011 and yearly through 2014, as the driving force behind the high density DIMM module market. The report also details DRAM chip manufacturer market share and revenue from 1Q'09-1Q'10. Additionally, the report provides both historical trends and forecasts for DIMM module market revenue, 2005-2014.
The report also dissects a few of the key end markets with regard to unit TAM and gigabyte DRAM consumption by density and by year through 2014. Semico also takes a look at Intel and AMD platforms as they relate to the computing/server markets. Finally, the report provides revenue and market share historical data for the Top 10 DIMM modules makers and an overview of the Top 5 third-party module makers.
DIMM Revenues Soar: High Density DRAM Module Market Overview is loaded with valuable data and is available for immediate purchase. 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 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.
As the semiconductor industry enters the second decade of the 21st Century, substantial changes to the System-on-a-Chip (SoC) design methodology are taking shape. These changes reflect issues the industry has been discussing for the last 5-6 years that are adversely affecting the SoC design effort to an ever-greater degree: • Rising design costs • Increasing design complexity • Shrinking market windows • Lengthening design cycle times • Rapidly changing market requirements • Escalating integration costs for Semiconductor • Intellectual Property blocks In a unique first look at this emerging market, Semico has drafted a new report entitled IP Subsystems: the Next IP Market Paradigm, SC106-10, November 2010, which examines the evolutionary forces and integration pressures that have caused this market to form. The report also examines how the implementation of IP Subsystems into the SoC design flow will change the way SoC designers conceptualize and craft their silicon solutions in the future.
Some of the topics and data discussed in 99 pages, with 51 tables and 61 graphs, are:
Topics Discussed: • Origins of the IP Subsystem concept • Evolution of the IP Subsystem concept • Different types of IP Subsystems • Different business model approaches • Advantages and disadvantages of IP Subsystems • Likely consumers and suppliers of IP Subsystems
Forecast Data: 2010 - 2015 • Worldwide IP Subsystem market revenue forecast by Subsystem type • Worldwide IP Subsystem market unit shipments by device type • Worldwide IP Subsystem market revenues by end application category • Worldwide IP Subsystem design starts by device type • Worldwide IP Subsystem design starts by process geometry • Worldwide IP Subsystem usage by region
Semico believes that if products are well thought out, implemented correctly by the IP Subsystem suppliers and embraced enthusiastically by users, tangible gains can be made in design productivity, device performance and system level performance, and that design costs can be mitigated to some degree. For a Semiconductor industry that has seen poor to deteriorating global economic conditions in the last 2-3 years, this will be welcome news indeed!
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.
2010 was a very good year for the 3rd Party SIP market which rebounded from its first ever revenue decline in 2009. Even though the market showed good growth in 2010, it essentially moved sideways with a 21.5% growth compared to a 21.6% decline in 2009. However, looking at only SIP market annual revenues obscures several very interesting trends in the SIP market and in the broader System-on-a-Chip (SoC) market.
For this reason, Semico Research Corp. has launched a new report: 3rd Party SIP Market Analysis and Forecast by Quarter (SC101-11), which looks at the SIP market by quarter from 1Q06 - 4Q15. This report also breaks the SIP market into ten separate IP Categories:
IP Categories Analyzed and Profiled CPU Cores Embedded Memory Video and Graphics Security Chip Enhancement DSP Cores Analog Logic Interface Interconnect
The report further breaks these categories down by Licensing revenues, Royalty revenues and Service revenues, providing actual revenues from 1Q06 through 4Q10 and a forecast for each area through the 4th quarter of 2015.
In addition, Semico has provided data and analysis of the trends prevalent for each of the above IP categories in areas such as the average Licensing revenues per SoC design, the average Royalties per SoC part and the average Service revenues per SoC design.
One of the little discussed areas of IP Licensing is the fact that most designs do not license IP a single block at a time. Instead, companies that are doing multiple SoC designs license the IP they use several blocks at a time and amortize the costs over several designs. This results in lower total licensing costs per design - counter to the prevailing wisdom that IP costs are skyrocketing out of sight. While it is true that the number of IP blocks per design is increasing dramatically, the cost of the individual IP blocks is not increasing as much. However, the integration costs for that IP are increasing as designers must manipulate and manage many more IP blocks than in their previous silicon solutions. The result is increasing integration costs and rising design cycle times.
Another myth exploded in the report is that Analog IP is not a sustainable business model. Analog IP is expected to grow at a 2010 - 2015 CAGR of 17.1% with Licensing revenues reaching a CAGR of 15.2%. Analog IP at 40nm and below is very difficult to create and maintain, which means both Licensing and Services fees will increase over the forecast period.
The amount of data contained in the report is so extensive that a single word document will not contain it all. Instead, a Word file and an Excel spreadsheet are combined together for delivery to customers, containing over 180 charts and over 115 tables. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.
Each Executive Brief follows the same format with 4 pages of information filled with tables and figures including: • Table: Forecast by Units, Revenues, and ASPs • Table: Semiconductor Content • Table: Geographic Production • Figure: 2011 Semiconductor Content % of Total • Figure: Semiconductor Dollar and Unit TAMs in Millions • Figure: Quarterly Geographic Change • Figure: Semiconductor Wafer Demand by Process Node
These markets are taken from the Semico MAP Model, our online database that is updated throughout the year and tracks a 5-year production forecast and 5+ years of history. Our forecast includes a geographical breakout including: The Americas, Asia Pac, China, Europe, and Japan.
Together, the Executive Briefs include ~300 tables and figures & 132 data rich pages. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.
Each Executive Brief follows the same format with 4 pages of information filled with tables and figures including: • Table: Forecast by Units, Revenues, and ASPs • Table: Semiconductor Content • Table: Geographic Production • Figure: 2010 Semiconductor Content % of Total • Figure: Semiconductor Dollar and Unit TAMs in Millions • Figure: Quarterly Geographic Change • Figure: Semiconductor Wafer Demand by Process Node
These markets are taken from the Semico MAP Model, our online database that is updated throughout the year and tracks a 5-year production forecast and 5+ years of history. Our forecast includes a geographical breakout including: The Americas, Asia Pac, China, Europe, and Japan.
Together, the Executive Briefs include ~300 tables and figures & 132 data rich pages. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
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.
Microcontrollers (MCUs) are a class of chips that we use everyday without even thinking about it. We take them for granted, yet they make our lives so much easier. These smart chips help control our hard disk drives, printers, ATMs, TVs, MP3 players, refrigerators and other computing and consumer devices. Who can live without their cell phone or their DVR? What about their car? The largest market for MCU sales, automotive, has had a major impact as car manufacturers have seen strong world wide resurgence in sales in 2010. Automotive MCU sales grew 46.2% in 2010. Semico sees continued strength in this market as car sales continue to recover and more electronics are added per vehicle.
As a whole, MCU market revenues will continue riding the momentum gained in 2010, with a 36.5% growth, to 12% growth in 2011. The region contributing the most to this growth is Asia Pacific, which grew 47.2% in 2010. Driving the growth in Asia Pacific was the Multipurpose segment (Industrial Control).
Semico Research is proud to release a brand-new report covering the entire MCU market, MCU End Use Markets: Where is the Growth in a Changing World? This data-rich study includes both a Word document and an Excel workbook with all the data and charts easily accessible.
Different segmentations of the MCU market are included: • Units, Revenues, and ASPs, 2004-2015 • by 4-bit, 8-bit, 16-bit, and 32-bit+ • by geographic region • by end-use market (Computer, Consumer, Wireless, Wired, Automotive, IC Card, Multipurpose) • and various combinations of the above. 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.
2009 was a rough year for most semiconductors, and MCUs were no exception. A major reason for the 2009 MCU sales decline was a sharp drop in overall average selling prices comounded with the severe drop in end-use demand, especially in the automotive market. The high rate of ASP decline was indicative of the tough economic conditions impacting the semiconductor industry:
• Chip vendors slashed prices in order to move product. • OEMs reduced inventories, thus impacting the unit shipments. • The supply chain and production pipeline were reduced considerably in 1H 2009.
However, there was a strong resurgence of MCU sales starting in 2H 2009, providing a strong momentum going into 2010 and spurring renewed MCU growth. The MCU market will grow 36.2% on sales in 2010. Semico projects continued steady sales growth with 12.3% in 2011. Flash based MCUs account for about 65% of sales in 2010 and will continue to grow in market share throughout the forecast period.
What does 2011 hold for MCUs? Semico has released a study to answer this question. The study, MCU Memory Trends: How Much and What Kind 4Q 2010 Update is focused on how the MCU market breaks out by the different embedded memory technology and densities. The requirements of the end-use markets impact these factors. The memory technology for IC cards is broken out separately. Semico examines the price trends for the different MCU memory technologies as well as the distribution by memory density. In addition to the report, Semico provides detailed tables and figures in a companion Excel workbook, consisting of 14 tables and 24 figures. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
Smart phones are a booming market. MEMS and sensors are a booming market. Together, they constitute a "can't-lose" market that is impossible to ignore. Semico Research has just released a report, titled "MEMS and Sensors: A Market in Motion," that specifically addresses the MEMS and Sensor content in smart phones. With each generation, smart phones are becoming more feature rich. MEMS (micro-electro-mechanical systems) and sensors are important components that enable many of these features. MEMS devices offer not only additional functionality but also smaller size and lower power consumption. This makes MEMS very attractive to the smartphone market. Semico has identified a dozen functions in a smartphone that either have a MEMS solution now, or could potentially migrate to MEMS. Penetration rates, unit shipments, ASPs, and revenues for these MEMS and sensor devices are all included in this report. Smart phones are expected to grow 30.8% this year over 2010, with units approaching half a billion. MEMS and sensors for smartphones are highly fragmented markets with many chip vendors involved in different areas. Semico estimates that the total TAM for MEMS and sensors in the smartphone market will reach $3.0 billion in 2011, an annual growth of 52.7%. Semico's complete smart phone forecast is also included in this study. "MEMS and Sensors: A Market in Motion" is 35 pages long, with 7 tables and 4 figures. There are 39 companies which are discussed in the report. A large comprehensive table summarizes all of the companies cited, including their products and functions.
The market for optical based MEMS is poised for exponential growth. In addition to MEMS devices for projection, MEMS for direct view displays have emerged. The total market was under $1 billion in 2011, but by 2016 it will reach $10.4 billion.
MEOMS (Micro Electro-Optical Mechanical System) is a specific form of MEMS in which light is manipulated. There are essentially two classes of MEOMS. One is for projecting images and another is for direct view displays. The projector type of MEOMS use some form of micromirror technology that oscillate to direct a light beam. The direct view display devices are an array of elements that control reflected light.
Texas Instruments is the current market leader with its DLP micromirror projection technology for DTV. This segment will grow as pico projectors from TI and other vendors gain a foothold in smart phones and other consumer electronics. Qualcomm has introduced its Mirasol MEMS display in eReaders. The future for Mirasol and other MEMS display technology is in other applications.
Who are the key players and technologies for optical MEMS? Who are some of the emerging players? What advantages do MEMS offer in projection and display? What will drive adoption of MEMS for projection and display?
Semico examines the key end use markets for MEMS in projection and display. The size and growth rates of end use markets and the MEMS penetration rates are presented. The unit and sales TAMs of MEMS for projection and display are shown. The report, MEMS Displays: Projecting a Direct View of the Market, is 37 pages and includes 11 tables and 27 figures.
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 MPU market is projected to grow 13.6% in 2011, reaching $45.7 billion in revenue. Semico expects to see continued sustained growth into 2011. The MPU market affects a variety of different end-use segments, and to understand this above-average growth, Semico has examined the technological trends driving the market today.
Semico's new report, Microprocessor Trends Beyond 2010: Follow the Money discusses the MPU market and the applications within it. In particular, this report delves into all of the various computing form factors and non-computing applications that is driving the Micro Logic market.
For example, the majority of the 13.6% growth is due to the computing segment, which dominates the MPU Market. Consequently, the 80x86 architecture accounts for the majority of the sales and unit volumes and this report analyzes the roadmaps for both Intel and AMD.
This report is data rich, consisting of a separate excel sheet full of charts and graphics. More Information View Table of Contents Contact Sam Caldwell at 602-214-9697 for more information and to purchase this study.
In previous forecast periods, there have been dozens of products that have lead innovation within semiconductors. Affectionately called "Splitters" by our Senior VP Morry Marshall, consumers have historically demanded a variety of mobile devices to fit their needs.
No more. We're in a revolutionary period of content distribution and as the old saying goes, content is king. To adapt, OEMs are going to need new strategies that understand not only how to market to consumers, but how their needs are evolving, and how they can foresee solutions.
Semico tracks 13 different mobile devices that are the forefront of innovation. As a whole, this segment will grow 7.0% between 2011 and 2015. Of those markets, many will suffer from convergence, with camcorders, PMPs, MP3 players, GPS, basic cell phones, mid-range cell phones, and even netbooks all showing declines.
You may think semiconductors are all migrating solely to smart phones, but the highest growth markets also include e-readers with a 35.7% CAGR, and tablet PCs with a 29.3% CAGR.
Semico has combined 13 different mobile devices into a new study, Mobile Devices: The Great Migration. In the study, Semico shows which trends are driving innovation throughout the supply chain as total box revenue reaches $565 billion dollars in 2015.
This study is 80 pages long and contains 61 figures and 40 tables. The first section covers the evolution of the consumer market including trends in content distribution, broadband, convergence, and regional purchasing. The next section covers semiconductor migration by technology.
This report comes directly from our MAP Model, and provides units, dollars, and ASPs for Analog, Discretes, DRAM, EEPROMs, Flash, MOS Logic, MOS Micrologic, Optoelectronics, Sensors, and SRAM for 13 mobile devices including Digital Cameras, Camcorders, PMPs, MP3 Players, Handheld Consoles, GPS, E-readers, Basic Cell Phones, Mid-Range Cell Phones, High-End Cell Phones, Notebooks, Netbooks, and Tablet PCs.
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.
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.
Back in 2007 Semico released a report forecasting PMPs would one day provide additional services other than video and music such as Mobile TV, GPS, WiFi, DVR, touch screens, gaming, etc - all of which has come to pass - only now, with all these additional features, what separates the PMP from a smart phone or tablet PC?
Turns out, very little. In fact, the iPod Touch can be hacked into a phone capable of making VoIP calls, and with very little tweaking, OEMs are releasing new internet tablets as well as PMPs. As our processers keep getting smaller, and our batteries longer lasting, the features of the mobile entertainment market are beginning to converge.
Some would like to look at tablet PCs as a fad, a product that, in a few years, we'll look back on wonder what we were thinking. The reality, though, is that we are changing the way we interact with technology. We're at a turning point in the entertainment industry, and our consumers are savvier than ever and they know what they want - and it's not a hundred different devices that all do different functions.
So what happens to PMPs when the vendor with the controlling market share decides to turn PMPs into iPhones or iPads? Semico's latest report answers that question.
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.
Written by Semico, in conjunction with SEMI/SESTG, provides data and analysis that defines the secondary equipment, services and technology markets. This study collected information from a wide variety of market players around the world, both large and small, from dealers to refurbishers to OEMs to IDMs. Secondary equipment sales are presented by vendor type, by wafer size, by region, and by equipment type. 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.
The cell phone market is separated into three categories, based on their total semiconductor dollar content over the forecast period. The three categories are basic, mid-range, and high-end. Basic cell phones have a total semiconductor content of less than $20 and will have a 2010-2014 CAGR of 10.5%, reaching ~300m units in 2014.
The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.
Each Executive Brief follows the same format with 4 pages of information filled with tables and figures including: • Table: Forecast by Units, Revenues, and ASPs • Table: Semiconductor Content • Table: Geographic Production • Figure: 2010 Semiconductor Content % of Total • Figure: Semiconductor Dollar and Unit TAMs in Millions • Figure: Quarterly Geographic Change • Figure: Semiconductor Wafer Demand by Process Node
These markets are taken from the Semico MAP Model, our online database that is updated throughout the year and tracks a 5-year production forecast and 5+ years of history. Our forecast includes a geographical breakout including: The Americas, Asia Pac, China, Europe, and Japan.
Together, the Executive Briefs include ~300 tables and figures & 132 data rich pages.
Blu-ray has had a slow introduction and even though the “format wars” have been over for a few years now, consumers are still confused about many of the benefits of converting to Blu-ray vs. staying with DVD. The WW market will grow to ~125m units in 2014, a CAGR of 55.8%.
The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.
Each Executive Brief follows the same format with 4 pages of information filled with tables and figures including: • Table: Forecast by Units, Revenues, and ASPs • Table: Semiconductor Content • Table: Geographic Production • Figure: 2010 Semiconductor Content % of Total • Figure: Semiconductor Dollar and Unit TAMs in Millions • Figure: Quarterly Geographic Change • Figure: Semiconductor Wafer Demand by Process Node
These markets are taken from the Semico MAP Model, our online database that is updated throughout the year and tracks a 5-year production forecast and 5+ years of history. Our forecast includes a geographical breakout including: The Americas, Asia Pac, China, Europe, and Japan.
Together, the Executive Briefs include ~300 tables and figures & 132 data rich pages.
The rate of growth for Blu-ray Recorders varies by region though Japan has had the most interest in Blu-ray Recorders due to Blu-ray first being introduced in that region, and Japan’s reliance on DVD Recorders over DVD Players. The WW market will grow to ~35m units in 2014, a CAGR of 69.4%.
The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.
Each Executive Brief follows the same format with 4 pages of information filled with tables and figures including: • Table: Forecast by Units, Revenues, and ASPs • Table: Semiconductor Content • Table: Geographic Production • Figure: 2010 Semiconductor Content % of Total • Figure: Semiconductor Dollar and Unit TAMs in Millions • Figure: Quarterly Geographic Change • Figure: Semiconductor Wafer Demand by Process Node
These markets are taken from the Semico MAP Model, our online database that is updated throughout the year and tracks a 5-year production forecast and 5+ years of history. Our forecast includes a geographical breakout including: The Americas, Asia Pac, China, Europe, and Japan.
Together, the Executive Briefs include ~300 tables and figures & 132 data rich pages.
As usual in the electronics industry, the new generation of technology is due to replace the old. Blu-ray is in, and DVD is out. DVD players will see units declining in 2011 and by the end of the forecast period 18.4 million players will ship, most of which will be produced in Asia Pacific.
The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.
Each Executive Brief follows the same format with 4 pages of information filled with tables and figures including: • Table: Forecast by Units, Revenues, and ASPs • Table: Semiconductor Content • Table: Geographic Production • Figure: 2010 Semiconductor Content % of Total • Figure: Semiconductor Dollar and Unit TAMs in Millions • Figure: Quarterly Geographic Change • Figure: Semiconductor Wafer Demand by Process Node
These markets are taken from the Semico MAP Model, our online database that is updated throughout the year and tracks a 5-year production forecast and 5+ years of history. Our forecast includes a geographical breakout including: The Americas, Asia Pac, China, Europe, and Japan.
Together, the Executive Briefs include ~300 tables and figures & 132 data rich pages.
The DVD format is not dead. On the consumer side, the Americas are switching to Blu-ray, while Asia Pacific is still using standard DVD players. The WW market will reach ~110m units in 2014.
The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.
Each Executive Brief follows the same format with 4 pages of information filled with tables and figures including: • Table: Forecast by Units, Revenues, and ASPs • Table: Semiconductor Content • Table: Geographic Production • Figure: 2010 Semiconductor Content % of Total • Figure: Semiconductor Dollar and Unit TAMs in Millions • Figure: Quarterly Geographic Change • Figure: Semiconductor Wafer Demand by Process Node
These markets are taken from the Semico MAP Model, our online database that is updated throughout the year and tracks a 5-year production forecast and 5+ years of history. Our forecast includes a geographical breakout including: The Americas, Asia Pac, China, Europe, and Japan.
Together, the Executive Briefs include ~300 tables and figures & 132 data rich pages.
The cell phone market is separated into three categories, based on their total semiconductor dollar content over the forecast period. The three categories are basic, mid-range, and high-end. High-end cell phones have a total semiconductor content of greater than $60 and will have a 2010-2014 CAGR of 9.8%, reaching ~460m units in 2014.
The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.
Each Executive Brief follows the same format with 4 pages of information filled with tables and figures including: • Table: Forecast by Units, Revenues, and ASPs • Table: Semiconductor Content • Table: Geographic Production • Figure: 2010 Semiconductor Content % of Total • Figure: Semiconductor Dollar and Unit TAMs in Millions • Figure: Quarterly Geographic Change • Figure: Semiconductor Wafer Demand by Process Node
These markets are taken from the Semico MAP Model, our online database that is updated throughout the year and tracks a 5-year production forecast and 5+ years of history. Our forecast includes a geographical breakout including: The Americas, Asia Pac, China, Europe, and Japan.
Together, the Executive Briefs include ~300 tables and figures & 132 data rich pages.
The cell phone market is separated into three categories, based on their total semiconductor dollar content over the forecast period. The three categories are basic, mid-range, and high-end. Mid-range cell phones have a total semiconductor content of $20 to $60 and will have a 2010-2014 CAGR of 2.3%, reaching ~755m units in 2014.
The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.
Each Executive Brief follows the same format with 4 pages of information filled with tables and figures including: • Table: Forecast by Units, Revenues, and ASPs • Table: Semiconductor Content • Table: Geographic Production • Figure: 2010 Semiconductor Content % of Total • Figure: Semiconductor Dollar and Unit TAMs in Millions • Figure: Quarterly Geographic Change • Figure: Semiconductor Wafer Demand by Process Node
These markets are taken from the Semico MAP Model, our online database that is updated throughout the year and tracks a 5-year production forecast and 5+ years of history. Our forecast includes a geographical breakout including: The Americas, Asia Pac, China, Europe, and Japan.
Together, the Executive Briefs include ~300 tables and figures & 132 data rich pages.
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.
Semiconductor revenues were flat in 2011 as the industry dealt with numerous challenges. These changes have impacted the status of semiconductor fabs worldwide: capacity, capex, wafer size, closures, launches, production ramps, technology node migration, and employee count.
Economic uncertainty in Europe and the United States has had a dampening effect on semiconductor demand. The devastating earthquake and tsunami that hit Japan in March 2011 proved challenging for a number of large manufacturers in the region. The flooding in Thailand caused problems in the semiconductor and electronics supply chains.
Semico's 2011 Fab Database study provides key information on changes that occurred in 2011, and what plans are in place for upcoming fab construction and closures in 2012-2013. Key issues addressed in this report are the development work occurring with 450mm and 3D production. A special section is devoted to DRAM and NAND fab trends. The report compares the number of fabs used by IDMs versus the number for foundries, and how many are used for major semiconductor categories including logic, memory, analog/discretes, LED and MEMS production.
The study includes a separate file containing the complete database. Semico's fab database includes 769 entries at the time of this report. Fabs that were planned, never built, and then cancelled were excluded from this report. The 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.
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.
Today, everywhere we turn, we hear speakers give presentations at conferences and industry events despairing how the rise in silicon design costs hampers the semiconductor industry's growth path. As part of this problem, we now recognize that software design costs have eclipsed silicon design efforts and have become the largest portion of the SoC creation effort.
The design landscape has also changed due to rising design complexity and lengthening design cycle times, especially in the System-on-a-Chip (SoC) market. These changes are having an impact on the SoC Design Start market delaying and preventing, to some degree, the architectural refreshes silicon designers undertake periodically to bring their solutions into line with changing market requirements and rising customer expectations.
Semico Research Corp. has looked at these issues and their impact on SoC silicon and software design cost efforts and has encapsulated these changes and trends in a new report titled: SoC Silicon and Software Design Cost Analysis: Changes in Perspective, SC102-11, August 2011.
Forecasts for SoC silicon design costs and software design costs are given from the 90nm node out through the 14nm node focusing on Advanced Performance Multicore SoCs, Value Multicore SoCs and Basic SoCs. Categories of effort with definitions for silicon and software designs are established with a forecast given at each node for the three types of SoC silicon. A forecast for Derivative SoC design costs at the 28nm node from 2011 through 2016 is also given.
Some of the data discussed in 43 pages with 10 tables and 23 graphs are: • Total SoC design costs increased 39% from the 32nm node to the 28nm node and are expected to increase 29% again at the 22nm node. • Total SoC silicon design costs increased 35.7% at the 28nm node. • Total Software design costs increased 42.5% at the 28nm node and are forecast to show a CAGR of 138.9% through the 14nm node. • Advanced Performance Multicore SoCs represent the most expensive silicon designs with Value Multicore SoCs and Basic SoCs exhibiting lower design costs. • Derivative SoC silicon designs allow designers to accomplish their solutions at a fraction of the cost compared to first time efforts at the same process node when it first becomes commercially available. • Costs for an Advanced Performance Multicore SoC design, continuously done at the 45nm node, will experience a negative CAGR of 12.5% by the time the 14nm process geometry becomes commercially available, showing that subsequent designs at the same node become less expensive over time. • 28nm silicon with a $20.00 ASP is required to ship 6.521M units to reach the breakeven point. • Discussion of initiatives by EDA vendors to create tools allowing software designers to reduce design costs and more fully integrate their efforts with silicon designers.
A great deal of effort today is focused on understanding trends for SoC silicon and software design costs, so that SoC designers and their management can plan their design efforts accordingly. This Semico Research Corp. report on SoC silicon and software design costs provides needed data points to enhance this planning process and create a 'big picture' view of how these costs and trends interact, and where they are headed in the near future.
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 MEMS market has shown a high growth rate which runs counter to the overall semiconductor market. In 2011 MEMS sales are expected to grow 20% reaching $9.2 billion. MEMS devices are migrating quickly into consumer electronics thanks to their use in smartphones.
In just a few years MEMS have migrated from a niche product for the automotive industry into the mainstream of the semiconductor market. In order for MEMS to continue on this high growth path there are several issues that need to be addressed.
In its latest report on the MEMS market, “Sustaining Growth in the MEMS Market”, Semico Research examines the various factors necessary for maintaining the high growth rate for MEMS. A cohesive and healthy ecosystem needs to be developed. This offers opportunities for many companies throughout the supply chain.
How do the foundries fit in this ecosystem? How can costs be reduced and time to market sped up? What are the applications for MEMS and their TAM? How should MEMS vendors approach embedded processing? Semico includes data on sales and shipments of MEMS by applications which indicate key industry trends.
Semico’s report “Sustaining Growth in the MEMS Market” is a concise and insightful look into the issues that impact the MEMS market dynamics. These issues become more imperative as MEMS enter the fast lane of commodity markets such as consumer electronics.
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.
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.
The recession of 2008 and 2009 impacted the entire semiconductor industry, including a relatively new market for chips: Blu-ray Players. A fledgling technology that had just defeated the HD-DVD format in 2008, Blu-ray had a difficult time gaining traction in its early years due to limited Blu-ray disc content and a high ASP compared to DVD Players.
Recently, Blu-ray's luck has started to turn around. Blu-ray discs are selling better than ever, internet movie downloads are starting to flatten, and over 290 million DTVs are expected to sell in 2014. All that HD content is looking at Blu-ray as its player of choice.
Semico's latest report, Players & Recorders: The Blu-ray Argument looks at the current trends influencing Blu-ray players and recorders as well as DVD players and recorders. This report has a five-year forecast that includes unit shipments, revenue shipments and ASPs.
In addition to a production-orientated regional forecast, this report discusses an industry-average block diagram, bill of materials, semiconductor content, total available market, and 200mm wafer demand.
Players & Recorders: The Blu-ray Argument is loaded with valuable data and is available for purchase this week. Also available is its sister report, Digital Television: To 2D or 3D? 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.
The MEMS oscillator market is still at a nascent stage. It represents less than one percent of the total timing market of $6,3 billion. Nevertheless, the potential growth of MEMS oscillators continues to attract more vendors. There are currently nine vendors shipping MEMS oscillators. Two more have announced they will start shipping later in 2012. More are expected to jump into this market.
The MEMS oscillator has to compete with the long established quartz crystal oscillators. MEMS oscillators offer several advantages over quartz devices. In addition to various metrics on performance and reliability, MEMS hold a distinct edge over quartz in size, cost and power consumption.
How have the MEMS oscillator vendors approached the timing market? What are the emerging strategies to achieve increasing penetration for MEMS oscillators? Which applications offer high growth potential for MEMS oscillators?
In its recent report, “The Time Has Come For MEMS Oscillators,” Semico Research examines the size of the timing market by key applications and end use markets. MEMS oscillator growth is driven by increased penetration into high growth applications. The reasons for higher adoption are presented. Semico examines the key players in MEMS oscillators, as well as discussing potential future entrants. The report contains 14 tables and 15 figures presenting detailed information. The companies cited in this report are Abracon, Discera, Ecliptek, IDT, IQD, Micro Oscilator, NXP, Sand9, Seiko Epson, Silicon Labs, SiTime, TXC Corporation, VTI, Murata, STMicroelectronics, Bosch. Freescale and Microsemi.
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 2002-2015. 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.
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 2002-2015. 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 2002-2015. 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 2002-2015. 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.
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2015. 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.
