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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.

Table of Contents: 
TOC_SC104-10.pdf

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.

Table of Contents: 
TOC_VM105-10.pdf

Wafer Demand Summary and Assumptions 2Q10

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2013. 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.

Table of Contents: 
TOC_MA111-10.pdf

System(s)-on-a-Chip: A Change in SoC Design Methodology

The SoC market experienced negative revenue for the first time in 2009 since the market was first tracked in 1998. Total market revenues declined 19.2% in 2009 in response to weak end-market unit demand and increasing pressure on device ASPs. However, the market is recovering strongly in 2010 as market demand solidifies. Revenue for this market will grow from $45,294M in 2010 to $69,405M by 2015, a CAGR of 8.9%.

Table of Contents: 
TOC_SC102-10.pdf

Micro Logic Overview 2010: A Market on the Rebound

Since 2H 2009 the Micro Logic market has been on an upswing. The momentum continues into 2010. Semico foresees sustained growth for the next couple of years.

What is driving this growth? MPUs dominate revenues for ML. This reflects the renewed growth of the PC market. However, MCUs account for the unit volume. How is each of the MCU segments doing? Which markets are driving the growth for embedded control?

Table of Contents: 
TOC_ML103-10.pdf

DRAM Reversal of Fortune, Now What? 2Q2010

Semico’s most recent report DRAM Reversal of Fortune, Now What?, provides invaluable insight into where the memory segment is headed and why. With a detailed quarterly review of ASPs, unit shipments and revenues for 2009 and 2010, the numbers rise to the surface and tell the story of what to expect over the next several months. Capital expenditures, bit growth rate, DDR3 Crossover, and detailed forecasts by density migration, revenue, unit shipments, and ASPs through 2014, are all included.

Table of Contents: 
TOC_VM102-10.pdf

Flash SSDs Making Inroads into Computing

Flash Solid State Drives (SSD) offer great advantages for computing in terms of power consumption and compact size. However, as a replacement for Hard Disk Drives (HDD) it is difficult to compete on price in terms of memory storage per dollar.

Flash and SSD vendors are expected to continue to make improvements in density offering more GB/$, more reliable products, better wear-level algorithms, and longer write cycle lifetimes. Higher densities at consumer level prices will enable growth in mobile PCs.

Table of Contents: 
TOC_ML102-10.pdf

Digital Television: To 2D or 3D?

To go 2D or 3D, that is the question. Semico’s new Digital Television report takes a close look at the current trends influencing flat-panel displays, CRTs, and RP TVs across the world with a regional break-out that includes the Americas, Asia Pacific, China, Europe, and Japan.

Semico expects the DTV market to grow to 290 million units in 2014, a CAGR of 6.3%. Not bad for a mature market that is at the center of the home entertainment theater. This report has implications not only for DTV, but for Blu-ray, set-top boxes, audio equipment, etc.

Table of Contents: 
TOC_MP101-10.pdf

450mm Wafer Manufacturing: Who Needs It?

Who needs 450mm wafers? When should pilot production realistically be expected? These questions and more are addressed in the most recent Semico report entitled “450mm Wafer Manufacturing: Who Needs It?”. This report steps through the history of 300mm wafer adoption, the forecasted unit and wafer demand which will drive the need for more advanced capacity and takes a rational look at what this industry needs to do to continue on an innovation path.

Table of Contents: 
TOC_MA107-10.pdf

Wafer Demand Summary and Assumptions 1Q10

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2013. 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.

Table of Contents: 
TOC_MA110-10.pdf

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