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Digital Television: To 2D or 3D?
MAP Model Study - May 2010
E-readers: Reader Me This, Reader Me That (Unabridged)
MAP Model Report - November 2009
Digital Photo Frames: Hanging on the Holidays
MAP Model Report - November 2009
E-readers: Reader Me This, Reader Me That (Abridged)
MAP Model Study - November 2009
5 High Growth Markets
MAP Model Executive Brief - October 2009
Executive Briefs: 30 Markets in 30 Minutes
MAP Model Executive Brief - August 2009
Netbooks: Harder, Better, Faster, Smaller
MAP Model Report - June 2009
GPS: Where in the World?
MAP Model Study - October 2007
Executive Briefs from the MAP Model: Computing, Consumer, Communication
MAP Model Executive Brief - September 2007
MEMS: DRIVING MEMS BEYOND AUTOMOTIVE
MAP Model Study - July 2007
Portable Multimedia Players: A Merging of Markets
MAP Model Study - May 2007
Voice over Internet Protocol: Millions of Packets, Packets for Free
MAP Model Study - April 2007
Executive Briefs: Consumer, Communications, Computer
MAP Model Executive Brief - January 2007
Basic Cell Phones: Ultra-low Cost, Ultra-high Opportunity?
MAP Model Report - September 2006
Mid-Range Cell Phones: Stuck in the Middle
MAP Model Report - September 2006
High-End Cell Phones: Nowhere to Go But Up!
MAP Model Report - September 2006
Satellite Radio: A STERN Reality Today, A Bright Future
MAP Model Report - August 2006
Handheld Consoles: Playing to the Top
MAP Model Report - July 2006
Media Center PCs: Taking Center Stage
MAP Model Report - May 2006
The Digital Still Camera Market: The Picture Keeps Getting Larger
MAP Model Report - April 2006
MP3 Players: I Want My .mp3
MAP Model Report - February 2006
WiMAX: Wireless Expands its Boundaries
MAP Model Report - January 2006
Set Top Boxes: Ready, Set, Growth!
MAP Model Report - October 2005
What's All the Media Hubbub?
Digital Home - May 2005
Portable Multimedia Players: Multimedia to Go
MAP Model Report - April 2005
DVD Recorders: Sayonara to the VCR
MAP Model Report - February 2005
Digital Cameras: Semiconductors Get the Picture
MAP Model Report - January 2005
Ultra Wideband: Ultra Wide, Ultra Fast
Digital Home - December 2004
Notebook PCs: Semiconductor Consumption Speeding Past Desktops
MAP Model Study - November 2004
Overview of the Digital Home
MAP Model Study - September 2004
Desktop PCs: Semiconductor Markets beyond MPUs and DRAM
MAP Model Study - June 2004
Layer 2/3 Switches and Routers: Things Are Looking Up!
MAP Model Study - June 2004
WiFi in the Consumer Electronics Market
MAP Model Study - May 2004
Digital Cordless Telephones: Cutting the Cord and Clearing Up the Static
MAP Model Study - January 2004
MP3 Players: The Silicon is Alive…With the Sound of Music
MAP Model Study - November 2003
Video Game Consoles: Game Over… or waiting for a Replay?
MAP Model Study - September 2003
DVD Recorders -- The Future of Recording has Arrived
MAP Model Study - August 2003
DSL Modems: Accelerating Broadband Growth
MAP Model Study - July 2003
Digital Video Recorders: Fast-Forward or Slow Motion?
MAP Model Study - June 2003
Integrated Digital TV: The High Definition Path to the Future
MAP Model Study - June 2003
Digital Cell Phones: Features Drive Future Growth
MAP Model Study - May 2003
Wireless LAN Access Points: Untethering the Masses
MAP Model Study - May 2003
Cable Modems: A Broad Look at Broadband
MAP Model Study - May 2003
Wireless LANs: The Path to Integration
Communications - May 2003
Bluetooth: Ready to Conquer the World?
MAP Model Study - February 2003
DVD Players: The New Picture
MAP Model Study - January 2003
Handheld PCs: From Your Pocket to Your Palm
Handheld PCs - January 2003
Digital Set Top Boxes: The Picture's Getting Clearer
Set Top Boxes - January 2003
Semico End-Use Focus: Hard Disk Drives
Hard Disk Drives - August 2002
Semico MAP Model Focus: Internet Phones (VoIP)
Internet Phones (VoIP) - July 2002
Digital Cameras: A Clear View
Digital Cameras - June 2001



Digital Television: To 2D or 3D? - May 2010
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.

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E-readers: Reader Me This, Reader Me That (Unabridged) - November 2009
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.

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Digital Photo Frames: Hanging on the Holidays - November 2009
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.
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E-readers: Reader Me This, Reader Me That (Abridged) - November 2009
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 complete, unabridged version is available here: http://semico.com/studies/moreinfo.asp?id=1319&cid=14

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5 High Growth Markets - October 2009
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.

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Executive Briefs: 30 Markets in 30 Minutes - August 2009
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.

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Netbooks: Harder, Better, Faster, Smaller - June 2009
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.

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GPS: Where in the World? - October 2007

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Executive Briefs from the MAP Model: Computing, Consumer, Communication - September 2007

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MEMS: DRIVING MEMS BEYOND AUTOMOTIVE - July 2007

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Portable Multimedia Players: A Merging of Markets - May 2007

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Voice over Internet Protocol: Millions of Packets, Packets for Free - April 2007

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Executive Briefs: Consumer, Communications, Computer - January 2007

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Basic Cell Phones: Ultra-low Cost, Ultra-high Opportunity? - September 2006

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Mid-Range Cell Phones: Stuck in the Middle - September 2006

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High-End Cell Phones: Nowhere to Go But Up! - September 2006

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Satellite Radio: A STERN Reality Today, A Bright Future - August 2006

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Handheld Consoles: Playing to the Top - July 2006

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Media Center PCs: Taking Center Stage - May 2006

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The Digital Still Camera Market: The Picture Keeps Getting Larger - April 2006
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!

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MP3 Players: I Want My .mp3 - February 2006

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WiMAX: Wireless Expands its Boundaries - January 2006

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Set Top Boxes: Ready, Set, Growth! - October 2005
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)
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What's All the Media Hubbub? - May 2005
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)
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Portable Multimedia Players: Multimedia to Go - April 2005
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)
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DVD Recorders: Sayonara to the VCR - February 2005
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)

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Digital Cameras: Semiconductors Get the Picture - January 2005
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)

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Ultra Wideband: Ultra Wide, Ultra Fast - December 2004

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Notebook PCs: Semiconductor Consumption Speeding Past Desktops - November 2004

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Overview of the Digital Home - September 2004

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Desktop PCs: Semiconductor Markets beyond MPUs and DRAM - June 2004
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.

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Layer 2/3 Switches and Routers: Things Are Looking Up! - June 2004
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.

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WiFi in the Consumer Electronics Market - May 2004
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.

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Digital Cordless Telephones: Cutting the Cord and Clearing Up the Static - January 2004
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.)
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MP3 Players: The Silicon is Alive…With the Sound of Music - November 2003

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Video Game Consoles: Game Over… or waiting for a Replay? - September 2003
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.)
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DVD Recorders -- The Future of Recording has Arrived - August 2003

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DSL Modems: Accelerating Broadband Growth - July 2003
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.
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Digital Video Recorders: Fast-Forward or Slow Motion? - June 2003
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.
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Integrated Digital TV: The High Definition Path to the Future - June 2003
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.
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Digital Cell Phones: Features Drive Future Growth - May 2003
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.
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Wireless LAN Access Points: Untethering the Masses - May 2003
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.
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Cable Modems: A Broad Look at Broadband - May 2003
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.
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Wireless LANs: The Path to Integration - May 2003
About This Report

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.
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Bluetooth: Ready to Conquer the World? - February 2003
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.
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DVD Players: The New Picture - January 2003
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.
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Handheld PCs: From Your Pocket to Your Palm - January 2003
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.
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Digital Set Top Boxes: The Picture's Getting Clearer - January 2003
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.
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Semico End-Use Focus: Hard Disk Drives - August 2002
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.
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Semico MAP Model Focus: Internet Phones (VoIP) - July 2002
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.
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Digital Cameras: A Clear View - June 2001
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.
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