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DVD Recorders: Sayonara to the VCR

Sayonara to the VCR

Phoenix, Arizona April 25, 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.

IPI Shows Upturn in Late 3Q05

Semico IPI - Source: Semico Research Corp.

Phoenix, Arizona April 13, 2005 - Semico’s Inflection Point Indicator (IPI) registered 16.0 in February, up from 15.7 in January. This marks the third consecutive month that the IPI has risen. Since the IPI is designed to forecast the semiconductor market 8 to 9 months in advance, this further substantiates Semico’s prediction of an upturn in the market occurring in the 3Q05 timeframe.

DRAM Market to Slow in 2005

In 2004, the Corporate IT spending and PC replacement markets finally broke the economic chains that bound them.

Jim Feldhan to Speak at 2005 FSA Conferences

Industry Outlook: Hot Applications on the Horizon

Semico Study Looks at Wafer Demand by End Markets

End Markets Tell A Story

Phoenix, Arizona March 31, 2005 - The digital home and digital convergence topics have been gracing popular press and the consensus tells us the end markets have a story to tell. The latest research report by Semico answers what kind of impact this will have on wafer demand. It provides a comparison of wafer demand by technology for the overall semiconductor market, the ‘traditional’ markets and for the new markets.

LSI Logic Chairman and CEO Corrigan Keynotes Semico Summit

Managed growth, innovative solutions, and new consumer clusters are success factors.

Phoenix, Arizona March 18, 2005 - With the intensity of baseball coaches looking to assemble a winning season, more than 170 semiconductor industry executives gathered at this week’s Semico Summit to share their views on the market opportunities taking shape this year. Acknowledging that demand for “bread-and-butter” products like computers and cell phones will continue, but not drive the industry, consensus among this group of leaders was that consumers will drive demand for semiconductor chips.

IPI Continues to Point to Upturn

Semico IPI

Source: Semico Research Corp.

Digital Cameras: Semiconductors Get the Picture

Phoenix, Arizona February 17, 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.

Semico's IPI Rises, Recovery to Begin in September

Phoenix, Arizona February 14, 2005 - Semico’s Inflection Point Indicator (IPI) rose sharply this month, indicating market recovery could occur late in 3Q05. The December IPI reading of 15.56 was up 10.0% from the November IPI of 14.14. This was the greatest percentage increase in five and a half years, when the June 1998 IPI increased by 19.6%.

Semico Releases 4Q04 SRAM Study

Phoenix, Arizona February 10, 2005 - Semico Research Corp’s latest 4Q04 SRAM report shows a record year in terms of unit shipments. One would think the revenue would be pouring in but the truth is manufacturers made a lot less money this year. The aggregate ASP dropped in excess of 50% since 2000 when it was $5.31 and in 2004 it was a mere $2.45. The primary reason is that Pseudo SRAM (PSRAM) has made a big dent in the SRAM market.

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