Analog Market Trends: Fourth Quarter 2011

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.