Semico Executive Briefs: 30 Markets in 30 Minutes

A quick, yet in-depth guide to 30 key electronic markets

Phoenix, Arizona July 28, 2009 - The naysayers and skeptics believe it will take two years, maybe more, to return to 2007 electronic and semiconductor sales levels and that growth will never reach high double digit rates again. Semico believes otherwise. Jim Feldhan, president of Semico Research does see a change in consumer buying patterns. The new consumer is a "value consumer". We may no longer be buying bigger homes, but instead, opting for goods that improve our lifestyle, such as a smart phone or a netbook.

Semico's new report, "The Executive Briefs", validates this conclusion. At Semico, we track more than forty end use markets in Consumer, Computing, Wired and Wireless Communication, as well as the automotive and industrial applications. The Executive Briefs covers 33 of the markets. Semico believes there are applications within these market segments that will enjoy double-digit growth in the years ahead.

Netbooks have recently made a "splash" in the computing arena. Consumers seeking more portable, lower power, lower cost options for internet connectivity, emailing, and social networking have jumped all over these smaller form factor computing devices. In 2009, netbook shipments will reach an estimated 12.5 million units. By 2013, Tony Massimini, Semico Chief Technology Officer, projects netbook shipments to reach 59.5 million units. Revenue during this timeframe will see a 27.4% CAGR increase. Memory and Micro Logic chips within a netbook, account for over 67% of total netbook semiconductor content. Regionally, China and Asia Pacific will dominate netbook production by 2013, with over $15 billion in revenue production. All this demand also translates into manufacturing capacity needs. Worldwide production at the 65nm process technology node will increase from a projected 1.9 million wafers in 2010 to 6.5 million wafers in 2013.

Netbooks are only one of a number of end applications within the computing end use market. As a whole, the computing segment will grow 12.4%, or over $200 million, between 2009 and 2013.

For those charged with analyzing data and the consequential decision making for semiconductor companies up and down the supply chain, wouldn’t you want to find out where the growth will be in the future rather than dwelling on "the good 'ole days"? The aforementioned data is only a small sampling of what's included in Semico's latest installment of its Executive Briefs.

Within each of these markets are a total of 30 end-applications, which are tracked in the Semico Map Model database. All of this data has been organized into one cohesive report. The Executive Briefs provide in-depth, semiconductor rich, detail for the years 2008-2013 and include up to 40 tables and figures with expert analysis and explanation. So whether your interest lies in portable navigation devices, mid-range cell phones, notebooks or any of the other 26 semiconductor end applications included in the report, the "Executive Briefs" has it all. We've included a sample of a portion of the table of contents below. The "Executive Briefs" report is ready for delivery. For additional information or to purchase this report, please contact us at jfeldhan@semico.com or 602-997-0337.

Excerpt from Semico's "Executive Briefs" Table of Contents:

MID-RANGE CELL PHONES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Table: Forecast by Units, Revenues, and ASPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Figure: 2009 Semiconductor Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Table: Semiconductor Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Table: Geographic Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Table: Semiconductor Dollar and Unit TAMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Table: Quarterly Geographic Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
Table: Semiconductor Wafer Demand by Process Node . . . . . . . . . . . . . . . . . . . . . . . . . 60
HIGH-END CELL PHONES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Table: Forecast by Units, Revenues, and ASPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Figure: 2009 Semiconductor Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Table: Semiconductor Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62
Table: Geographic Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Table: Semiconductor Dollar and Unit TAMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Table: Quarterly Geographic Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Table: Semiconductor Wafer Demand by Process Node . . . . . . . . . . . . . . . . . . . . . . . . .64
CELLULAR INFRASTRUCTURE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Table: Forecast by Units, Revenues, and ASPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Figure: 2009 Semiconductor Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Table: Semiconductor Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Table: Geographic Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Table: Semiconductor Dollar and Unit TAMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Table: Quarterly Geographic Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Table: Semiconductor Wafer Demand by Process Node . . . . . . . . . . . . . . . . . . . . . . . . . 68
WIMAX BASE STATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Table: Forecast by Units, Revenues, and ASPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Figure: 2009 Semiconductor Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Table: Semiconductor Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70
Table: Geographic Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Table: Semiconductor Dollar and Unit TAMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
Table: Quarterly Geographic Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
Table: Semiconductor Wafer Demand by Process Node . . . . . . . . . . . . . . . . . . . . . . . . .72
WIMAX CUSTOMER PREMISE EQUIPMENT (CPE) . . . . . . . . . . . . . . . . . . . . . . . . 73
Table: Forecast by Units, Revenues, and ASPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Figure: 2009 Semiconductor Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Table: Semiconductor Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Table: Geographic Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Table: Semiconductor Dollar and Unit TAMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Table: Quarterly Geographic Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Table: Semiconductor Wafer Demand by Process Node . . . . . . . . . . . . . . . . . . . . . . . . . 76
CONSUMER MARKET SEGMENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Table: Consumer End-Use Market Semiconductor Revenue TAM in Millions of US $ .77
Figure: Consumer TAM in Millions of US $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
Figure: Consumer 2009 Revenue TAM % . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
DIGITAL CAMERAS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Table: Forecast by Units, Revenues, and ASPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Figure: 2009 Semiconductor Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Table: Semiconductor Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
Table: Geographic Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Table: Semiconductor Dollar and Unit TAMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80