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Semico Executive Brief: DVD Video Players

As usual in the electronics industry, the new generation of technology is due to replace the old. Blu-ray is in, and DVD is out. DVD players will see units declining in 2011 and by the end of the forecast period 18.4 million players will ship, most of which will be produced in Asia Pacific.

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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Microprocessor Trends Beyond 2010: Follow the Money

The MPU market is projected to grow 13.6% in 2011, reaching $45.7 billion in revenue. Semico expects to see continued sustained growth into 2011. The MPU market affects a variety of different end-use segments, and to understand this above-average growth, Semico has examined the technological trends driving the market today.

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Semico's 2009 Fab Database: Closures, Consolidations, and Conservative Capex

There have been some major changes in the semiconductor industry over the past year, due to the global economic crisis. These changes have impacted the status of semiconductor fabs worldwide: capacity, capex, wafer size, closures, launches, production ramps, technology node migration, and employee count. Semico’s 2009 Fab Database study will provide key information on changes that have occurred in 2009, and what plans are in place for upcoming fab construction and closures in 2010-2012. The study includes one table and twelve figures in 17 pages.

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IP Subsystems: The Next IP Market Paradigm

As the semiconductor industry enters the second decade of the 21st Century, substantial changes to the System-on-a-Chip (SoC) design methodology are taking shape. These changes reflect issues the industry has been discussing for the last 5-6 years that are adversely affecting the SoC design effort to an ever-greater degree:
• Rising design costs
• Increasing design complexity
• Shrinking market windows
• Lengthening design cycle times
• Rapidly changing market requirements
• Escalating integration costs for Semiconductor

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The Blu-ray Argument: Players & Recorders

The recession of 2008 and 2009 impacted the entire semiconductor industry, including a relatively new market for chips: Blu-ray Players. A fledgling technology that had just defeated the HD-DVD format in 2008, Blu-ray had a difficult time gaining traction in its early years due to limited Blu-ray disc content and a high ASP compared to DVD Players.

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3rd Party Semiconductor Intellectual Property Market: Resumption of Growth

2008 was forecast to be a good growth year, until external events in worldwide financial markets overtook the SIP market. The SIP industry was not immune to the market forces unleashed in 2008, declining 21.9% in 2009. However, the recovery which arrived in the second half of 2009 prevented the 3rd Party SIP from declining at an even steeper rate. It is Semico’s view that the SIP market will continue to perform at rates comparable to other semiconductor markets, with 17.1% growth in 2010.

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ASIC Design Starts: Recovery in the Markets

The ASIC Design Start landscape has changed in the last three or four years starting with 2006 and continuing through today.  The market landscape has changed to accommodate increasing design costs, rising design complexity and lengthening design cycle times, especially in the System-on-a-Chip (SoC) market.

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ASIC Design Starts By Key End Market Application

The end of 2008 saw dramatic changes in the ASIC design start landscape as end market demand for both silicon solutions and the unit volumes associated with those solutions evaporated quickly in the face of the worldwide financial meltdown. Many designs that were underway were either cancelled outright or were suspended pending a recovery in the end markets. Starting at the end of 1Q09, the market decline halted, markets stabilized and came roaring back in the second half of 2009 and into 2010.

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DIMM Revenues Soar: High Density DRAM Module Market Overview

In 2008, the DRAM industry faced a supply glut. ASPs for DRAM chips fell precipitously and as a consequence, DIMM module revenues and profits fell as well. DRAM manufacturers slashed capacity output late in 2008 in order to tighten chip supply. Near the midpoint of 2010, demand began to recover as the overall global economy stabilized after all of the financial fallout. What resulted was a return to profitability for DIMM module OEMs and third-party module vendors. For 2010, the DIMM module market will experience a 62.3% increase in revenues year over year.

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