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Analog to Reach $61.9 Billion by 2015

Phoenix, Arizona October 4, 2011 - The semiconductor market may be experiencing a downturn, but that doesn't have to mean all news is bad news. Analog, within the Computing, Consumer, and Communications markets, will see some strong growth over the next few years, growing 13.8%, 8.6%, and 12.8% in 2011, 2012, and 2013 respectively. These numbers are pulled from our MAP Model database, Semico's way to track semiconductor migration within end-use markets. This method accounts for about 80% of the overall market.

Semico CTO Tony Massimini to Speak at SEMI Event in Phoenix

Tony Massimini
Chief of Technology
Semico Research

Phoenix, Arizona September 27, 2011 - The Semiconductor industry was on a path to break $300 billion U.S. dollars in 2011, only to stagnate this summer as worries of excess inventories and lackluster demand plagued manufacturers. At the SEMI Arizona Breakfast Forum on October 11, 2011, several industry leaders will present their views on challenges the industry faces on its way to recovery.

Semico's MAP Model Indicates High Growth for MEMS in All Mobile Phones

Phoenix, Arizona September 20, 2011 - MEMS devices in cell phones provide a variety of functions. There are inertial sensors such as accelerometers and gyroscopes, motor drivers that control the autofocus function for the camera, microphones and microspeakers. A high-growth area is RF MEMS, replacing the RF transceiver, which has traditionally been an application-specific analog part. The oscillator is moving from a standard crystal to a MEMS version. Micro-mirrors support picoprojectors and Qualcomm's Mirasol display.

Complex SoC Silicon and Software Design Costs Are Skyrocketing

Phoenix, Arizona August 16, 2011 - 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.

Executive Briefs: Always Connected Society Drives Growth

Phoenix, Arizona August 2, 2011 - Semico Research has recently released 2 parts of our 33 part series called the Executive Briefs. These briefs each include 4 data-rich pages 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

Secondary Equipment Vendors Expecting Another Good Year

Phoenix, Arizona July 20, 2011 - The secondary equipment market grew 77% in 2010 to $6 billion. Based on interviews, briefings and informal discussions at SEMICON West, it appears the size of the market will grow even bigger in 2011.

Semico's Joanne Itow to Speak at SEMICON West

Phoenix, Arizona July 8, 2011 - While logic and memory manufacturers continue to look at scaling challenges, manufacturers of analog, RF, discrete, and other non-CMOS devices are innovating on process, productivity, and automation to keep existing fabs running at maximum throughput and cost efficiency. Joanne Itow, managing director of Semico, will be the opening speaker at SEMICON West's More than Moore & Productivity session on Tuesday, July 12th, 2011.

Wafer Demand Outpaces Semiconductor Unit Growth in 2011

Source: Semico Research, June 2011

Phoenix, Arizona June 28, 2011 - Semiconductor unit sales remain strong and are expected to reach 718 billion in 2011, an 8.6% growth over 2010. Unit sales are driving wafer demand at both advanced and mature fabs. Total silicon demand is expected to grow by 10% in 2011.

Signs Point to a Short Slowdown - IPI Ticking UP!

Phoenix, Arizona June 21, 2011 - The Semico IPI has been steadily declining since May of 2010. This indicates that the second half of 2011 and at least early 2012 will be a weak semiconductor market. Excess buildout in tablets, PCs and smart phones are leading our inventory concerns. Prices in some semiconductor categories have declined over the last two months, hurting revenue, although we have continued to see unit demand remaining healthy.

DAC 2011: How to Respond to the ITRS SoC Design Cost Slide

Phoenix, Arizona June 14, 2011 - If there was one thing to take away from the Design Automation Conference in San Diego last week, it's that there is a growing dissatisfaction around the limited amount of data showing silicon and software design costs for SoCs.

In particular, many are questioning the validity of the data in a 'famous' ITRS SoC design cost slide. While the data is accurate, several people mentioned to me that it is based on the inputs of only one company and only depicts the design costs from a single design!

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