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November 2010

Semico Executive Brief: DVD Video Players

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.

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Microprocessor Trends Beyond 2010: Follow the Money

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.

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Save the Date: Microchip's Ganesh Moorthy to Speak at Semico Summit 2011

Ganesh Moorthy
Executive Vice President and Chief Operating Officer, Microchip

Phoenix, Arizona November 4, 2010 - Semico Research Corp. is proud to announce that Ganesh Moorthy will speak at the Summit 2011. The Summit will be held May 1-3, 2011 at the stunning InterContinental Montelucia Resort & Spa in Paradise Valley, Arizona.

Semico IPI - Looking to the Future

Phoenix, Arizona November 2, 2010 - It seems everywhere we turn, there is hype about how low 2011 will go. Our own opinion is that 2011 will be an above average growth year, rising 9.5% over 2010. Considering an average growth year for the semiconductor industry is 8% growth, 9.5% is pretty good.

Our forecast is based on our IPI (Inflection Point Indicator) which has been an accurate indicator of the industry's ups and downs for 15 years.

We Are A Larger Semiconductor Industry, But Are We Any Smarter?

Over the last 18 months the semiconductor industry experienced another roller coaster ride as demand outpaced capacity, causing double bookings and raising average selling prices. So are we destined to overbuild capacity, over stock inventory and suffer a corresponding downward cycle that has been so characteristic of the semiconductor industry? A slowdown is inevitable as the growth experienced in 2010 is clearly unsustainable in the long term. The cycles of the semiconductor industry over the past decade combined with the escalating costs and risks associated with manufacturing facilities, design complexities and even assembly and test investments have created a conservative environment that is quite different than the unabashed exuberance that characterized the semiconductor industry of prior decades.