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2009 Semiconductor Capex: Are We Headed for a Shortage?

In 2009, capital spending is down 35% from 2008. Semico expects spending to rebound significantly in 2010 as projects that have been on hold get the green light. A beneficiary of this increased spending will be the 200mm used equipment market, which will see higher demand coming from this recovery.

“We’re halfway through the third quarter, and we’ve already seen increased capex projections from a number of companies,” stated Adrienne Downey, Director of Technology Research. “Despite this turnaround, we think it may not be enough to prevent spot shortages in 2010.”

Table of Contents: 
TOC_MA107-09.pdf

Netbook PCs: A New Platform Battleground

Netbooks are a new emerging category of Personal Computers. There have been several efforts over the years for a low-cost and compact mobile PC. The introduction of the Intel Atom microprocessor in 2008 spurred the growth of netbooks, reaching 12.5 million units in 2008.
The key feature for a netbook is that it is designed primarily for web browsing and emailing. Thus, wireless connectivity to the Internet is necessary. Low-power consumption, compact design and light weight are essential.

Table of Contents: 
TOC_ML102-09.pdf

Foundry Wafer Pricing 2Q09

The Semico Foundry Wafer Pricing report is published twice a year. It includes quarterly prices for wafers manufactured at foundries utilizing a logic process at 0.35µm, 0.25µm, 0.18µm, and 0.13µm on 200mm wafers. It also includes pricing for 90nm and 65nm on 300mm wafers. Actual prices are presented for six quarters, including the present quarter, and a forecast for the next two quarters are provided. Prices are differentiated by low and high volume runs. There is additional segmentation for metal layers by technology, with a total of seven different metal layers represented.

Table of Contents: 
TOC_MA103-1-09.pdf

Netbooks: Harder, Better, Faster, Smaller

Netbooks, the newest trend to hit the computer scene, has seen amazing growth over the past year and is poised to see even more growth over the next five years. Semico expects a 31% CAGR between 2009 and 2013 as netbooks grow from 20 million units to 60 million units.

It is rare to see a product with such a niche target market grow so large so quickly, and in this report Semico explains what trends drive this market, who exactly is the target market, and what this all means for the semiconductor industry in the future.

Table of Contents: 
TOC_MP105-09.pdf

ASIC Design Starts By Key Applications Revisited II

This report looks at the ASIC Design Start universe by 66 end applications broken down by the major SIA categories of Computer, Communications, Consumer, Transportation and Industrial. The design starts for each end application are further broken down by the specific ASIC product type by year for 2007 – 2012. In addition, this breakdown is given for the unit shipments for each end application.

Table of Contents: 
TOC_SC104-09.pdf

ASIC Design Starts: Changes in Industry Dynamics

The current global slowdown in economic conditions is having an adverse impact on the design start universe for ASICs. This can be seen in the slowing of design start activity towards the end of 2008 and forecast for all of 2009. Semico believes 2010 will see a recovery in design activity back to more historical norms. An in-depth perspective on these impacts is provided by showing a comparison between design starts for SoCs and all other types of ASICs and the continuing increase in SoC design costs.

Table of Contents: 
TOC_SC105-09.pdf

NAND Systems Applications: What Is Eating Up All The NAND?

NAND flash manufacturers, as well as their upstream and downstream vendors, have recently endured unprecedented market conditions. Semico Research’s most recent NAND flash report, “NAND Systems Applications, What’s Eating Up All The NAND?”, takes an in-depth look at recent impacts of the global recession on all segments of the NAND flash memory market, top-six NAND manufacturer technology updates, and provides invaluable system-wide forecasts.

Table of Contents: 
TOC_NV104-09.pdf

Automotive Semiconductor Database

From Miatas to Peterbuilts, every automotive vehicle uses semiconductors. Finding new opportunities can be difficult. This database provides a systematic organization of five-year forecasts for passenger cars, commercial vehicles, nearly thirty electronic systems and semiconductors by device type. True, some automotive applications are mature or have high barriers to entry; but there are emerging applications with tremendous semiconductor sales growth potential where new market entrants are welcome. Use this database to find them. Then find more detail in Semico’s automotive studies.

Table of Contents: 
TOC_MP104-09.pdf

System(s)-on-a-Chip: A Braver New World III

The SoC market grew at just a 5.5% rate in 2008, much lower than historical trends due to the slowing of the worldwide economy. In fact, 2009 will see the SoC exhibit negative growth for the first time since the SoC design methodology became a market, declining 19.1%. 2010 will see a return to growth with a modest 9.5% increase.

Table of Contents: 
TOC_SC102-09.pdf

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