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Executive Briefs: Always Connected Society Drives Growth

Phoenix, Arizona August 2, 2011 - Semico Research has recently released 2 parts of our 33 part series called the Executive Briefs. These briefs each include 4 data-rich pages filled with tables and figures including:

• Table: Forecast by Units, Revenues, and ASPs
• Table: Semiconductor Content
• Table: Geographic Production
• Figure: 2011 Semiconductor Content % of Total
• Figure: Semiconductor Dollar and Unit TAMs in Millions
• Figure: Quarterly Geographic Change
• Figure: Semiconductor Wafer Demand by Process Node

Secondary Equipment Vendors Expecting Another Good Year

Phoenix, Arizona July 20, 2011 - The secondary equipment market grew 77% in 2010 to $6 billion. Based on interviews, briefings and informal discussions at SEMICON West, it appears the size of the market will grow even bigger in 2011.

Semico's Joanne Itow to Speak at SEMICON West

Phoenix, Arizona July 8, 2011 - While logic and memory manufacturers continue to look at scaling challenges, manufacturers of analog, RF, discrete, and other non-CMOS devices are innovating on process, productivity, and automation to keep existing fabs running at maximum throughput and cost efficiency. Joanne Itow, managing director of Semico, will be the opening speaker at SEMICON West's More than Moore & Productivity session on Tuesday, July 12th, 2011.

Wafer Demand Outpaces Semiconductor Unit Growth in 2011

Source: Semico Research, June 2011

Phoenix, Arizona June 28, 2011 - Semiconductor unit sales remain strong and are expected to reach 718 billion in 2011, an 8.6% growth over 2010. Unit sales are driving wafer demand at both advanced and mature fabs. Total silicon demand is expected to grow by 10% in 2011.

Signs Point to a Short Slowdown - IPI Ticking UP!

Phoenix, Arizona June 21, 2011 - The Semico IPI has been steadily declining since May of 2010. This indicates that the second half of 2011 and at least early 2012 will be a weak semiconductor market. Excess buildout in tablets, PCs and smart phones are leading our inventory concerns. Prices in some semiconductor categories have declined over the last two months, hurting revenue, although we have continued to see unit demand remaining healthy.

DAC 2011: How to Respond to the ITRS SoC Design Cost Slide

Phoenix, Arizona June 14, 2011 - If there was one thing to take away from the Design Automation Conference in San Diego last week, it's that there is a growing dissatisfaction around the limited amount of data showing silicon and software design costs for SoCs.

In particular, many are questioning the validity of the data in a 'famous' ITRS SoC design cost slide. While the data is accurate, several people mentioned to me that it is based on the inputs of only one company and only depicts the design costs from a single design!

Converging Markets: What Happens to the Portable Multimedia Player?

Phoenix, Arizona June 7, 2011 - The Portable Multimedia Player (PMP) is a relatively new market, first introduced in 1998 as the next generation Walkman. PMPs rose to popularity after Apple released the iPod and hooked it up to the iTunes store. It was a simple way to finally bring your entire music and/or video library with you on the go.

Semico's Marketing, Analysis, and Planning Model: Subscribe in June for Discount

Phoenix, Arizona May 31, 2011 - Our Market Analysis and Planning (MAP) Model spans 25 years of semiconductor manufacturing, and is one of our most popular products. Our analysts contribute to the service on a quarterly basis, with historical data going back to 2010 and forecasts into 2015.

The MAP Model takes the top-down and bottom-up approaches and combines them into one customizable service for analyzing Wafer Demand, Semiconductor Content, Bill of Materials, Total Available Market, End-Use Shipments, ASPs, and OEM Market Share.

Used Semiconductor Equipment Market grew 77% in 2010, says SEMI and Semico

Phoenix, Arizona May 24, 2011 - In a groundbreaking study, SEMI and Semico Research partnered to determine the value of the secondary (used) semiconductor equipment market. Anyone involved the semiconductor equipment industry understands the complexities involved. The supply chain is unstructured: a piece of equipment can change hands many times before it is put back into use in a fab. Companies involved in this puzzle include IDMs, foundries, refurbishers, equipment manufacturers, brokers, resellers, and service providers.

MEMS in Smartphones: Growth At What Price?

Phoenix, Arizona May 17, 2011 - It's no surprise, the smartphone market is a high growth and potentially huge market. In 2011 over 469 million units will ship worldwide. This is an annual growth of 30.8% over 2010. Semico Research projects that this market has a Compound Annual Growth Rate (CAGR) of 21.9% on units from 2011 to 2015, approaching 1.1 billion units by 2015.

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