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CES 2012 and Beyond
 
In some cases, inventions prohibit innovation because we're so caught up in playing with the technology, we forget about the fact that it was supposed to be important.” – Dean Kamen, American Inventor and Entrepreneur (1951-Present)
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January 4, 2011
Brice Esplin (brice@databeans.net)
  
The overall semiconductor outlook for 2012 is slightly positive at best, but that doesn’t mean there won’t be giant leaps in technological innovation during the next year. Markets that were strong in 2011 will continue their dominance in 2012 with moderate growth. These markets include automotive, consumer electronics, and networking systems. Companies will continue to push for smaller and more powerful systems in order to attain market share in the high profit markets. Here are just a few glimpses of what new ideas may be in store for the next year and what it could mean for each respective industry.

In less than a week the 2012 Consumer Electronics Show will have started. Most products showcased at CES will be the first look at a new generation of electronics that will be launched throughout the year. The expo will be dominated once again by mobile phones and tablets.  Growth in this market is perpetuated by the ever improving performance that has been achieved by mobile devices. Prototypes running NVIDIA’s Tegra 3 processor will be everywhere at CES 2012 and should hit consumers hands by mid-2012. Currently the quad-core processor is only available in a couple of tablets like the ASUS Transformer Prime, but that lineup should be expanded soon. There will be dozens of Tegra 3 powered devices announced next week, and each will have Android’s new “Ice Cream Sandwich” operating system to catch consumer’s eyes.

Ultrabooks will also be very popular at CES this year, and many companies will be debuting cheaper and more powerful models. Some experts predict that as many as 30 to 50 new models will be launched at the show in January. It is also thought that most of these upcoming Ultrabook models will feature Intel’s updated 22nm “Ivy Bridge” CPU chipset, which offers a modest performance boost over the current Sandy Bridge chips, as well as offering USB 3.0 and PCI Express 3.0. Hopefully Intel will lay out its vision for the future of ultrabooks during its keynote at CES.

Televisions have continued the trend of becoming thinner, larger, and increasing pixel density. OLED technology has allowed displays to become only as thick the pieces needed to support them. For example, LG plans to show a 55” HDTV that is only .16 inches deep and weighs 16.5 pounds. In terms of screen size, many 80” and larger behemoths will be showcased at the event. The most popular will be the 4K televisions, which are so named because they have four times the pixel density of a standard 1080p HDTV. There is talk of both LG and Toshiba unveiling a 4K television for the public to admire. Lastly for television, the CEO of Stream TV Networks has claimed that the company has created the first 3DTV that doesn’t require glasses. Using Ultra-D display technology the television can convert 2d images into 3d format without necessitating the use of glasses.

Some of the other notable CES innovations include the Lytro camera, nest thermostat, and the HP Topshot 3d printer. The Lytro camera is set to change image capturing by using a special type of light field camera lens that allows the user to capture all available light in a scene and focus any part of the photo at a later time with special software. The most impressive part of this camera is that its price point is only at $400 and $500 dollars for the 8GB and 16GB models respectively. The nest thermostat is a new way to approach a part of the home environment that has remained unchanged for years. The nest has an intuitive UI and wireless connectivity that allows users to have optimal control over the ambient temperature of their home. The software also claims to learn from temperature changing behaviors and adapt accordingly. Lastly HP plans to show its elusive Topshot laserjet printer. The Topshot printer does all the normal things a printer should such as scan, email, fax, and of course print. The innovative part of this printer is the extended arm protruding skyward that has 6 cameras and a LED flash to construct 3d images of real objects. For example an Ebay retailer could take 3D object scans to sell an item.

Beyond CES there are a few innovations on the horizon that will have long term effects. Companies such as Wilocity are working toward achieving faster internet speeds. Their latest 60GHz multigigabit chipset would revolutionize wireless speeds if manufacturers choose to adopt them within the next year. They rely on the proposed 802.11ad standard, which is the next generation of today’s 802.11n protocol. The company’s first generation chipset can reach speeds of 4 gigabits per second with the potential to hit 7 gigabits per second later down the road. They expect that the first systems packing their chips will arrive in mid-2012. The aspect of increasing data speeds will also continue with further expanding LTE networks for mobile devices. LTE networks will soon cover almost all metropolitan areas and provide higher mobile data speeds to the masses.

Don’t expect Apple to make any huge announcements at CES this year, but rather at media events of their own or Macworld in the end of January. If Apple follows its historical process there could be an IPad 3 this spring, but with the recent A-5 factory finished in Texas it is more likely to be an IPad2s at best. There is also the possibility of a revolutionary Apple TV product this year following the discussion of it in the biography of Steve Jobs. An Apple Television would most likely be available in late 2012 or early 2013. Finally to finish out the year the Iphone 5 everyone hoped for last year will be available around October of 2012.

In automotive electronics for 2012, the largest change will be requiring new vehicles to have Electronic Stability Control. It has been slowly adopted over the past few years but now that it is mandatory in the US the demand will be constant. In addition more MCUs will be implemented in many vehicles to control engine functions and transmission controls. Electronic control of these processes has made cars much more efficient and eco-friendly. Vehicle manufacturers are beginning to integrate infotainment devices that were once only available in luxury cars into almost all new vehicles. These devices combine many common car devices into a single, more expensive unit that features audio integration, navigation, and climate control. Currently the technological leader is Renesas with its R-Car E1 chip.  

These growth markets and consumer innovations are holding the semiconductor market steady currently. The most popular innovations at CES will shape the direction electronics take for the next year and what hot items will be produced in large quantities. Surprising consumer spending in the 2011 Christmas shopping season will motivate manufacturers and suppliers to quickly develop new products.
 
                       
Past Newsletters
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2011 Newsletters
January 2011
Databeans Updated 2011 Semiconductor Forecast

Databeans has just released its year 2011 outlook for the entire semiconductor industry, and is projecting the market to reach just under $321.8 billion in total worldwide sales this year, as the...
February 2011
ARM wrestling with Intel
As one of the main beneficiaries of the smartphone revolution, the Microcontroller industry is poised to witness major growth in the upcoming year as embedded processing demands continue...
March 2011
TI Expands Lead in Analog

With the final 2010 sales numbers in, Texas Instruments remained in firm control of the Analog market with $6.19 billion in global sales or 14.6 percent of the total $42.29 billion Analog industry. This was an impressive 42 percent...
April 2011
Analog Devices Retains Domination in Data Converters
As the global market continues down the road to full-on recovery in 2011, the technology sector likewise continues to ramp its way back towards pre-recession numbers. This is particularly the case thanks to consumer electronics...
May 2011
Changing Digital Trends in the Medical X-Ray Industry

For years traditional medical imaging technologies were considered to be on the decline as the necessity to reduce healthcare expenditures in developed healthcare markets drove demand for imaging equipment that was...
June 2011
New Trends in the Military and Aerospace Electronics Segments
Although generally considered a more niche market, the military/aerospace industry has provided IC and system suppliers with a reliable revenue source with considerable room for growth over the past several years...
July 2011
Japan: One Quarter After
It has been a little over four months since the disastrous earthquake and tsunami that rocked Japan and its infrastructure. The full impact of damage and subsequent recovery of the Japanese semiconductor market are finally being...
August 2011
Bright Forecast for the LED Market
Go ahead and take a quick look above your head for a moment. Chances are that there is some source of light up there to illuminate your workspace or home. Probability dictates that it is most likely an inefficient incandescent...
September 2011
Growth Oppurtunities in Automotive Semiconductors
Despite recessional fear, the automotive semiconductor market is growing almost twice as fast as the overall semiconductor market. Research firm Databeans Inc. forecasts that semiconductors in automotive applications...
October 2011
Databeans Revises 2011 Global DRAM Market Projections and Overall Semiconductor Revenue
Databeans announced in October 2011 that it would revise its DRAM forecast down slightly from its previous estimates to $31.5 billion in worldwide...
November 2011
Trends In Medical Semiconductors
There are many trends shaping semiconductor demand in the medical market. The strongest of these trends is incorporating medical monitoring applications and equipment into the consumer segment. There are a steadily increasing...
December 2011
Intel's Ultrabooks Ready To Challenge The Tablet Market
In May, at the Computex 2011 show, Intel first laid out the plans for a whole new type of portable computer. The firm trademarked the term “Ultrabook” to include a brand new generation of laptop PCs, which incorporate flash-based...
   
2010 Newsletters
January 2010
2010 Semiconductor Market Outlook
If indeed last year was truly “annus horribilis” (a horrible year), then this year will be a pleasant respite comparatively. The low inventory levels in the channel have set the stage for a strong...
 
March 2010
Texas Instruments remains on top of the leader board in general purpose and high performance analog market
The general purpose analog market, which also includes high performance products such as precision data converters, and sophisticated power...
April 2010
Databeans Revises Chip Forecast – 2010 Semiconductor Market
Outlook Update

All signs are pointing to a stronger second quarter than originally predicted. Databeans current outlook for the chip industry for 2010 has been revised up...
 
May 2010
Medical Semiconductor Revenue Expected to Rebound in 2010 after slow 2009

Databeans projects that total medical semiconductor revenue will reach just over $3 billion in 2010. This is an increase of 20 percent compared to 2009 where sales were down by 7 percent...
June 2010
Worldwide General Purpose Analog gets Boost from Mixed Signal
Databeans projects the total general purpose analog revenue will reach well over $16 billion in 2010. This is a staggering 29 percent increase from 2009. Backed by growth of data converters, which...
 
July 2010
Flexible OLEDs

In recent years Organic Light Emitting Diodes or “OLEDs” have made considerable waves in the lighting market. Basically, an OLED is a self-illuminating solid-state device composed of thin...
October 2010
Update on the Silicon Tuners Market
There are several main chips required for signal tuning in each digital TV, including digital signal tuners, digital signal demodulators, MPEG decoders, back-end image processors, and EMS memory. The television tuner itself...
 
October/November 2010
Tablet PCs and HDD update
The exploding market for the so-called tablet PC has been an interesting surprise for analysts and industry types alike. This completely new form of PC has acted as a sort of hybrid between the traditional laptop and high end...
November 2010
Fourth Quarter Shifts: Q4 Analog Revenue Update

Analog, the semiconductor components tasked with conditioning or manipulating those "real world" signals (temperature, position, sound, light, or pressure for example), is critical to applications across all major markets. Because of its...
 
   
2009 Newsletters
January 2009
CES and Semi’s Both in a Transition Year

The 2009 Consumer Electronics Show felt like a CES in a transition year. Microsoft founder Bill Gates offered what was said to be his last keynote address at the 2008 show, and so far there have been rumors of Apple returning to...
 
February 2009
Automotive Semiconductors – Is there a Pulse?

Undeniably, the current economic crisis has hit the automotive industry hard. And although the market is in dire straits, the mandated restructuring that has begun to occur will, in the long run, benefit a growing market for automotive...
March 2009
Renesas Technology Still Dominates the Microcontroller Market

Renesas Technology still dominates the microcontroller market with an estimated 20 percent share worldwide. Freescale Semiconductor is also a major player with 11 percent...
 
April 2009
Worldwide Chip Revenue to Drop to Year 2000 Levels - Nine Years Later

In order to put some perspective into the current economic climate, it should be noted that this year, Databeans is expecting the chip market to amount to just over $200 billion, which was...
May 2009
Is it 1981 or 1930?

Many pundits and news reports are fervently comparing the current recession to the Great Depression of the 1930’s. However, upon looking at the facts it is apparent that there are many more commonalities between the present...
 
June 2009
LEDs Shine in a Shadowy Chip Industry

The Department of Materials Science and Engineering at Seoul National University in Korea has uncovered a way to force two excited-state intermolecular proton transfer materials into a single molecule. Sounds like...
July 2009
LCD Television to Help Cushion Fall for Consumer ICs

Amid challenging market conditions for consumer electronics, LCD televisions have performed much better than expected in the first half of 2009. Databeans predicts shipments of LCD TVs will grow 9 percent from 2008 to 2009 reaching...
 
August 2009
“U” Shaped Recover for Automotive Semiconductors

Since the automobile’s inception in the late 1800’s in the United States, the country has been the single largest consuming market thanks to the colossal domestic producers GM, Ford, Chrysler, and others. In many ways, cars were...
September 2009
Databeans Revises 2009 Worldwide Semiconductor Revenue Forecast

Looking back, at December and January, the sound of silence was deafening. Orders were pulled and the semiconductor manufacturing machine came to an abrupt halt. In February...
 
October 2009
Semiconductor Opportunities in Power Grid Applications

Given the current urgency of rising energy costs, increased energy consumption, and climate change, it comes as little surprise that both the private and government sectors are increasing...
November 2009
Q3 2009 Worldwide Semiconductor Revenue Forecast Update
As predicted, the Americas region is the first to post growth for semiconductors from the same quarter a year ago, up 8 percent. Worldwide, the third quarter came in down 10 percent from 2008, but up 20 percent sequentially. This puts...
December 2009
The Decade in Review
The last ten years have been defined by a truly global explosion of technology, especially in networking, entertainment, energy, and communications. Products like the iPod, iPhone, TiVo, and the rise of social networking, have influenced...
   
2008 Newsletters
January 2008
Worldwide Semiconductor Sales
It’s no secret that the world’s economies have slowed down. With data trickling in for the fourth quarter, 2007 is shaping up to be a not so great year. Retail sales are down, the housing market is in the tank, and the dollar has hit...
 
February 2008
Automotive Electronics Market Stays in Drive
Databeans expects continued healthy growth for the automotive electronics market. The current forecast calls for annual growth of 9 percent on average, reaching a market value of $173.7 billion by 2013, from estimated sales of...
March 2008
Top Analog Companies Remain the Same
The overall 2007 analog market showed little change from 2006. Total revenues were nearly identical to the previous year and the top ten suppliers in 2007 were the same as in 2006. Texas Instruments retained its lead in market share...
 
April 2008
Plenty of Room for More Medical Semi Suppliers
The 2007 medical semiconductor market was dominated by the usual large semiconductor companies: Toshiba, STMicro, and Texas Instruments. However, there are many other suppliers that are gaining share, and as with...
May 2008
New Market Opportunities for Optoelectronics
The worldwide optoelectronics market is set for strong growth. Application designs are utilizing these light-emitting and light-detecting products more and more, resulting in a global market of $17 billion today, with the potential to...
 
June 2008
Momentum Shifting in the GPS Device Market
The market for GPS devices is showing signs of renewed momentum. GPS companies are making themselves increasingly visible, for example, the world’s two largest GPS manufacturers, Garmin and TomTom have both placed...
July 2008
Living In a Digital (Display Interface) World
The market for video interface has long been dominated by analog standards. Digital video interface standards such as DVI and HDMI have appeared in the last decade, and now it is...

 
August 2008
Welcome to the Mushroom Kingdom – Semiconductor Opportunities in the Video Game Market
Japanese video game giant Nintendo has witnessed some truly remarkable sales for its game hardware over the past few years. Total shipments for the...
September 2008
Consumer Segment Drives Growth in Accelerometers
Accelerometers constitute a technology that has now existed for several decades, and one that has traditionally been driven by advances in the automotive industry. The incorporation of airbags in vehicles, for example...
 
October 2008
Alternative Energy Opportunities for Chip Suppliers
Energy use has recently become a major concern for businesses, countries, and consumers alike due to both environmental concerns and high oil prices. These issues are being addressed on two fronts. First, by power conversion...
November 2008
HB LED in Lighting Applications
In recent years, the push to reduce greenhouse emissions and cut energy consumption has permeated nearly every industry worldwide, and the lighting industry is no exception. It is estimated that general lighting accounts for...
December 2008
Semiconductors Worldwide in 2009 and Beyond
This year turned slightly positive for the semiconductor industry, which reached $258 billion in total revenue, for a 1 percent annual increase from 2007. Lackluster performance was driven primarily by the memory segment which...
   
2007 Newsletters
January 2007
Databeans Forecast: Continued Moderate Growth for 2007
Semiconductor revenue growth is expected to remain on track through 2007 with an estimated worldwide revenue increase of 12 percent, up slightly from 2006. While certain application markets using chips are expected to slow somewhat...
 
February 2007
Freescale Semiconductor Leads in Automotive IC Market
Databeans estimates that Freescale Semiconductor leads in the Automotive Semiconductor market by a small margin over Infineon Technologies. The top three suppliers to this market, Freescale Semiconductor, Infineon...
March 2007
Texas Instruments Widens Lead in the Analog Market
With 17 percent growth in 2006, Texas Instruments expanded its lead in analog with a  14 percent share of the global $37 billion market. Other top players include STMicroelectronics...

 
May 2007
Despite New Competitive Forces, Entrenched Signal Conditioning Market Suppliers Dominate
Signal conditioning circuits include amplifiers, comparators, and data converters. These standard linear products are analog ICs that alter real world analog...
June 2007
2007 Worldwide Semiconductor Revenue and Channel "Health"
So far this year, worldwide revenue for semiconductors has been impacted by an inventory glut that started last fall. Because of this market condition, it is likely that the original Databeans January 2007 forecast of 12 percent growth will...
 
July 2007
Timing Market Keeps Pace
The market for timing devices is estimated at $1.6 billion, and growing by close to 13 percent on average each year, according to Databeans, Inc. Demand for these integrated circuits is outpacing traditional crystal-type products due to....
August 2007
Promising Home Medical Telemetry Market Attracts IC Suppliers
Shipment share for worldwide medical electronics continues to migrate from hospitals, through doctors' offices, to patient residences. Most consumers have at least one electronic device...
 
September 2007
Wireless Semiconductor Demand in India
Despite some inventory issues in the wireless market that occurred during the first half of 2007, this year's wireless revenue is working its way toward the $40 billion mark...
October 2007
Worldwide Power Management Market
Demand for certain semiconductor products are tied closely with the application markets they serve, such as microprocessors and the PC, DSP and the mobile phone, and transceivers with broadband. For power management...
November 2007
SSL Markets
The market for traditional lighting is very large - estimated at over $100 billion in 2006. Traditional lighting equipment uses filaments or gas, a technology that has had little innovative change over time in terms of power efficiency...
   
2006 Newsletters
January 2006
After a Flat Year, Semiconductor Market Expected to Rebound
Following a relatively flat year, in terms of semiconductor revenue, Databeans expects the market to strengthen on mounting demand for chips used in multiple segments, including several areas beyond typical computer...
 
February 2006
Olympics Bring Wireless Suppliers to China
Beijing, China, will be the home of the 2008 Summer Olympics, and already, over two years prior, this event is being considered as a huge business opportunity for both foreign and domestic enterprises. Beijing itself has...
March 2006
Intel Continues Dominance in 2005 Semiconductor Market
For the most part, 2005 was a relatively flat year for semiconductors, although there were a few highlights. Consumer electronics products such as cell phones, portable music devices, digital TVs, DVD recorders, and digital cameras...
 
April 2006
Expect Growth for Data Converters in 2006
Data converters demand will be very high for 2006, due to new growth in the communications and consumer markets in particular. And suppliers are ready, which will produce increased shipments with gains in revenue. The data...
May 2006
Pressure Sensors Market to Double by 2011
Pressure sensors are the smallest segment of the general sensors market, and they are sometimes over looked in favor of the components that support more exciting or glamorous applications. Pressure is strictly defined as “force per...
 
June 2006
New Thermal Management Products Provide “Cool” Solutions
Today’s electronic application designs are shrinking in size at a rate similar to the growth of complexity in semiconductor components.  Temperature management becomes a real issue with more complex designs residing on...
July 2006
Medical Electronics: Coming to a Home Near You
Medical electronics constitute a small but very attractive part of the industrial semiconductor market. In 2005, the medical segment represented 8 percent of the $25.9 billion global industrial semiconductor market, or about $2.1 billion...
 
August 2006
Clock Generation Market to Double in Five Years
System support ICs are application-specific components that are designed to be supporting circuits in electronics applications that use dedicated processors. Databeans estimates that in total this market will be valued at about...
September 2006
Pump it up – Advances in Digital Audio
The journey toward transitioning the audio world into pure digital technology architecture has received a major boost. There has been lots of discussion, and new technology released of late, pertaining to digital (or Class D) amplifiers in...
 
October/November 2006
Big Market Results in Store for Miniature MEMs Devices
MEMs devices have been around since the 1980's, but it appears that this market has finally achieved mass market acceptance thanks to demand for everything from DLP TVs to implantable drug pumps. MEMs devices are very...
December 2006
Technology in Automobiles Not a Luxury Anymore
The automotive semiconductor market's long design-in cycles are really starting to pay off, now that more technological advancements are in the hands of real drivers. Semiconductor suppliers such as Freescale Semiconductor, NXP...
 
   
2005 Newsletters
January 2005
Databeans 2005 Forecast
It almost goes without saying that 2004 was a huge growth year for the semiconductor industry. Led by memory products and logic, the overall market was up an estimated 28 percent over the previous year. There were gains...
 
February 2005
Texas Instruments Remains on Top of the Analog Market
Texas Instruments remains at the top of the analog integrated circuit market, outperforming the industry and growing share from 13% in 2003 to 14% in 2004. The company’s closest rival is STMicroelectronics. With an estimated...
March/April 2005
More Storage Please…
The computer market is by far the largest for mass storage ICs. Computers account for over 70 percent of total revenue, however new opportunities from other market segments are gaining momentum as OEMs begin replacing...
 
May 2005
Faster I/O Interface
Demand for Ethernet ICs is healthy, as many companies are currently involved with networking infrastructure upgrades, having waited through the worst of budget constraints. Also, much of the equipment is being replaced because...
June 2005
China’s Analog Market Races Ahead
The world recognizes China as a major manufacturing region and a heavyweight in the analog semiconductor market. China accounts for 57 percent of overall Asia Pacific analog revenue ($14 billion) and 25 percent of the global analog...
 
July 2005 
Mobility, Connectivity, and Convergence…Exciting
I recently read an article that said the semiconductor market wasn’t an exciting place. While market conditions are volatile in this industry, it is by no means unexciting. There are so many things happening today that will catapult...
August 2005
Medical Electronics Pumping Ahead
The medical electronics industry is controlled by some familiar brand names, OEMs that include giants GE Healthcare, Philips Medical, and Johnson & Johnson, which is the market leader of the general healthcare products industry...
 
September 2005
Consumer Chip Demand Escalating
While time to market continues tightening, consumer electronics manufacturers have been able to capitalize on emerging behaviors, including our desire to have access to digital media while out and about, our desire to stay...
October 2005
Digital Power to Shake up Power Management Market
Digital power has been around for some time, but several hurdles need to be overcome before its real potential is realized. Digital power products essentially incorporate analog power...

 
November 2005
Analog Component Sales Help Drive Demand for ICs in Automotive
USA Today recently quoted a study of new car average cost, published as Comerica Auto Affordability Index. The study concluded that the average price of a car has risen to almost...
December 2005
Analog Revenue Ranking Unchanged for 2005
According to this year's earnings reports for the top analog companies, it appears that Texas Instruments has strengthened its lead in the analog market, while the other players' rankings remain intact. While the finalized...
 
   
2004 Newsletters
January 2004
Databeans Predicts
In tracking an industry that craves factual certainty, driven by the high risk of expansion, and an even loftier price for coming in second or third, Databeans presents our 2004 outlook for leading product lines in the semiconductor...
 
February 2004
2003 Analog Market Share
2003 saw a definite improvement in analog market conditions. Strong growth in power management, mixed signal and wireless specific products helped advance the analog market up 12% in 2003. Databeans expects this trend to...
March 2004
Integrated Circuit Demand in China
Databeans Inc. has just completed a primary research project on integrated circuit demand in China. With a population of 1.3 billion people, China is the largest developing country in the world, and it has tremendous potential for...
 
April 2004
Foundry Analog Production
Due to rapid growth in the number of new entrants into the mixed-signal and analog ASSP supplier base, and the continued efforts by existing players to control costs, Databeans concludes that foundry production of analog is on...
May 2004
Semiconductor Consumption in Medical Electronics
Medical applications that use semiconductors make up 34% of the total medical device market, which is estimated at $174 billion. Databeans estimates that revenue from these electronic applications combined, is growing at an...
 
July 2004
Growth Continues for High Performance Analog
High performance analog products are high-speed, high resolution, and highly efficient. Examples of products include high-speed LVDS interface, high resolution application specific mixed-signal used in base stations, highly...
August 2004
Databeans Predicts Strong Growth for High Volume Analog ASSPs
Consumer and computer products can typically require analog content worth $20, in terms of ASP, including both application specific solutions and high performance linear products...
 
September 2004
Strong Growth Expected for Clock Generation and Distribution Revenue
Clock generation and distribution products are required to support microprocessor based electronics. In a PC, for example, several copies of a clock signal, originating from an oscillator are...
October 2004
Market Dynamics in Automotive Semiconductor Markets
The automotive market has recently attracted new attention (and some re-visitation) from semiconductor suppliers around the globe. In 2001, when the worldwide semiconductor market dropped by 32 percent, the automotive...
 
November 2004
The Industrial Semiconductor Market
The industrial market has regained momentum of late, primarily driven by disappointing performance in the higher volume markets in the not so recent past. And no wonder. This is not a small market by any means, reaching...
December 2004
Power Surge
Power management continues to quietly outperform several of the more celebrated product markets, including microprocessors. And while much of the growth attributed to the strong market in 2004 was compounded by rising...
 
   
2003 Newsletters
January 2003
Current Outlook - Semiconductor Markets
Albert Einstein once said, “Not everything that can be counted counts, and not everything that counts can be counted.” Such is the complexity of the sometimes-dismal science of economics. While current expectations are...
 
March 2003
Analog Consumption in China
A rising number of factors have contributed to China’s solid growth in IT manufacturing and resulting expansion in the economy’s electronics exports. Domestic demand has also risen for IT products, adding to the opportunity...
April 2003
Wireless Specific IC Market 2003-2008
Wireless communications has fast become the technology of choice in all facets of commerce. From manufacturing to sales, global business continues to integrate new systems that share data and communications over wireless...
 
May/June 2003
High-Speed Linear
Integrated circuits used in modern electronics are characterized by several attributes: bandwidth, size, power consumption, and others. But speed is emerging as an increasingly required advancement. In the linear analog...
July/August 2003
3G Wireless Networks
Next-generation wireless networks promise increased subscriber capacity, advanced services, and faster data rates. The 3G market emerged in Japan first, but is now advancing into Europe and North America, providing a...
October 2003
Standard and High-Performance Linear
Functional standard analog blocks are required in every application - from I/O to signal conversion. The notion that specialization will continually eat away at the commodity market, as suppliers innovate and integrate everything onto...
   
2002 Newsletters
June 2002
Current Outlook - Semiconductor Markets
With over one third of the year complete, semiconductor markets continue to make progress, with analog leading the way. PCs continue to perform marginally well, considering the first and second quarters are normally seasonally weak in...
 
August 2002
Current Outlook - Semiconductor Markets
The semiconductor market continues the road to recovery, posting a 5% consecutive increase in revenue for the second quarter. The economy has improved, regardless of waning consumer confidence in the financial markets...
September 2002
Current Outlook - Semiconductor Markets
This is a slow recovery year for the technology sectors, but not necessarily unusual or unpredictable. Each period of fundamental growth has always been preceded by significant immobility, a time when new technologies are...
 
October 2002
Current Outlook - Semiconductor Markets
Despite a rising inclination of cynicism regarding possible recovery, the semiconductor market continues to advance out of the trough with a 4% increase in total revenue up from July (or a 2.2% increase using a three...
November 2002
Current Outlook - Semiconductor Markets
We all remain tolerant, hoping for a continuing trend of momentum for industry recovery, but drawn-out and stagnating market conditions continue to foster pessimism. According to the latest revenue figures, the typically strong...
 
   
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