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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.

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Wafer Demand Summary and Assumptions 3Q11

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2015. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing Micro Logic, Communications, Other Micro Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Digital Bipolar. In addition, there is a five-page summary write-up providing the major assumptions behind the forecast and changes from the previous quarter.

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SoC Silicon and Software Design Cost Analysis: Changes in Perspective

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.

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Portable Multimedia Players: Converging Markets

Back in 2007 Semico released a report forecasting PMPs would one day provide additional services other than video and music such as Mobile TV, GPS, WiFi, DVR, touch screens, gaming, etc - all of which has come to pass - only now, with all these additional features, what separates the PMP from a smart phone or tablet PC?

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MAP Model Executive Brief: xDSL Modems

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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MAP Model Executive Brief: Cable Modems

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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Wafer Demand Summary and Assumptions 2Q11

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2015. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing Micro Logic, Communications, Other Micro Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Digital Bipolar. In addition, there is a five-page summary write-up providing the major assumptions behind the forecast and changes from the previous quarter.

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Licensing, Royalty and Service Revenues For 3rd Party SIP: A Market Analysis and Forecast

2010 was a very good year for the 3rd Party SIP market which rebounded from its first ever revenue decline in 2009. Even though the market showed good growth in 2010, it essentially moved sideways with a 21.5% growth compared to a 21.6% decline in 2009. However, looking at only SIP market annual revenues obscures several very interesting trends in the SIP market and in the broader System-on-a-Chip (SoC) market.

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MEMS and Sensors in Smartphones: A Market In Motion

Smart phones are a booming market. MEMS and sensors are a booming market. Together, they constitute a "can't-lose" market that is impossible to ignore. Semico Research has just released a report, titled "MEMS and Sensors: A Market in Motion," that specifically addresses the MEMS and Sensor content in smart phones.

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Secondary Semiconductor Equipment Market Study

Written by Semico, in conjunction with SEMI/SESTG, provides data and analysis that defines the secondary equipment, services and technology markets. This study collected information from a wide variety of market players around the world, both large and small, from dealers to refurbishers to OEMs to IDMs. Secondary equipment sales are presented by vendor type, by wafer size, by region, and by equipment type.

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