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Sept 2008
Volume 6 Issue 9 |
Consumer Segment Drives Growth in Accelerometers
Semiconductor Product Markets - Worldwide
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“Have you ever noticed that anybody driving slower than you is an idiot, and anyone going
faster than you is a maniac?”
– George Carlin (American Comedian 1937-2008)
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, was a principal market driver. This began in 1991, with Analog Devices’ MEMS ADXL50, which was the first commercially available accelerometer for widespread use in the automotive industry. In this case, accelerometers were being used to detect rapid vehicle deceleration and deploy an airbag whenever necessary. Another common use for accelerometers was in electronic stability control systems in vehicles, which utilized a lateral accelerometer to measure equilibrium in cornering and help adjust weight accordingly. Automobiles remain the largest market for accelerometers, with $1.1 billion in revenue for 2008.
However, recent trends have helped reshape the role of accelerometers in mobile phones and consumer electronics applications. Nintendo’s Wii video game console has witnessed sales of over 30 million units since its introduction in September 2006, which has led to growth of 19 percent annually in the video game segment. Currently every Wii remote controller contains an accelerometer device, as does the Wii “Nunchuk,” some supplied by Analog Devices, and some supplied by STMicroelectronics among others. Sales in this segment are also the result of the popularity of Red Octane’s Guitar Hero franchise, which utilizes Freescale’s accelerometer to sense player movement. Strong sales of next-generation console controllers will drive the video game accelerometer market to reach $288 million by 2013.
Over the last couple of years, cell phone manufacturers have begun to incorporate MEMS accelerometers into handset designs. Overseas manufacturers such as Nokia, LG, and Samsung have already introduced these handsets in Korea and Japan, where much of the world’s cutting edge mobile technology originates. However, it was the introduction of Apple’s iPhone that introduced this technology to American consumers. The accelerometer inside the iPhone determines which way the phone is being held and adjusts its screen to either portrait (vertical) or landscape (horizontal) that allows the user to watch movies or view web pages in whichever format they choose. This feature has helped the iPhone become one of the fastest selling mobile phones ever, and will become a feature in many other handset designs in the future. Databeans predicts that this market will grow at a brisk 37 percent per year to reach $688 million by 2013.
Another high potential area for accelerometers is the Mp3 player market. Freescale has typically supplied MEMS for Mp3 player OEMs that incorporate them for shock protection in the case of accidental drops. However, Apple’s 4G iPod Nano, which was released in September 2008, has pioneered a new application for accelerometers. This device, which utilizes a STMicroelectronics 3-axis MEMS accelerometer, has a similar function to the iPhone, which allows the user to tilt the iPod to browse through albums or view movies in widescreen format. It also utilizes an inventive application which allows the consumer to shake the device to randomly shuffle the song playing. These features have already made the new generation of iPod Nanos a hot item in the consumer market. Databeans predicts these features will be incorporated into competitors’ products as well, thus increasing demand for accelerometers overall, leading to growth of 33 percent annually.
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| Worldwide Accelerometer Forecast by Application Area |
$M |
2005 |
2006 |
2007 |
2008 |
2009 |
2010 |
2011 |
2012 |
2013 |
08-13
CAGR% |
| Automotive |
831 |
908 |
917 |
1,103 |
1,212 |
1,332 |
1,589 |
1,708 |
1,866 |
11% |
| Computers |
154 |
187 |
203 |
232 |
248 |
286 |
291 |
327 |
324 |
7% |
| Video Games |
26 |
34 |
87 |
122 |
148 |
205 |
202 |
267 |
288 |
19% |
| MMP |
0 |
45 |
114 |
159 |
234 |
348 |
522 |
589 |
666 |
33% |
| Other Consumer |
97 |
90 |
98 |
87 |
110 |
149 |
133 |
162 |
184 |
16% |
| Mobile Phones |
0 |
0 |
62 |
144 |
217 |
317 |
402 |
564 |
688 |
37% |
| Industrial |
541 |
630 |
722 |
704 |
818 |
691 |
835 |
749 |
818 |
3% |
Total |
1,649 |
1,894 |
2,203 |
2,551 |
2,987 |
3,328 |
3,974 |
4,366 |
4,834 |
14% |
|
| databeans estimates – August
2008 |
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The Databeans Monthly newsletter delivers the latest action oriented intelligence on the semiconductor market. Our newsletter is delivered FREE, keeping you informed on news and events that matter.
Send an email stating "Newsletter" in the subject line to sales@databeans.net. You will be signed up as a monthly subscriber to The Databeans Monthly newsletter and receive emails on other important announcements by Databeans.
*Email addresses from semiconductor or electronics corporate domains only please.
If you are interested in any past newsletters listed, let us know which one you would like. Send an email to sales@databeans.net with the month, year, and title of the past newsletter you would like. We will promptly send your requested past newsletter. |
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January 2008 |
February 2008 |
Worldwide Semiconductor Sales
Semiconductor Markets - Worldwide
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 record lows. What does all this mean for chip suppliers?... |
Automotive Electronics Market Stays in Drive
Semiconductor Applications Markets - Worldwide
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 $114.5 billion in 2008... |
March 2008 |
April 2008 |
Top Analog Companies Remain the Same
Semiconductor Analog Product Markets - Worldwide
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, followed by STMicroelectronics and Infineon Technologies, both of whom showed substantial year on year growth... |
Plenty of Room for More Medical Semi Suppliers
Semiconductor Industrial Application Markets - Worldwide
The 2007 medical semiconductor market was dominated by the usual large semiconductor companies: Toshiba, STMicroelectronics, and Texas Instruments. However, there are many other suppliers that are gaining share, and as with any emerging and enabling industry, there is plenty of room for more... |
| May 2008 |
June 2008 |
New Market Opportunities for Optoelectronics
Semiconductor Product Markets - Worldwide
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 reach $31 billion by 2013. Most of us are familiar with the high volume applications using optoelectronics:... |
Momentum Shifting in the GPS Device Market
Semiconductor Applications Markets - Worldwide
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 advertisements on prime time television in the United States... |
July 2008 |
August 2008 |
Living In a Digital (Display Interface) World
Microcomponents Markets - Worldwide
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 common for a product to include both digital and analog interface. New standards such as DisplayPort and wireless HD are poised to take a significant share of the digital... |
Welcome to the Mushroom Kingdom –
Semiconductor Opportunities in the Video Game Market
Semiconductor Analog Product Markets - Worldwide
Japanese video game giant Nintendo has witnessed some truly remarkable sales for its game hardware over the past few years. Total shipments for the Wii hit 18.6 million units for the fiscal year ending March 2008, and more than 5 million units were shipped in the latest quarter. However, Nintendo’s greater success story is the sales recorded... |
September 2008 |
|
Consumer Segment Drives Growth in Accelerometers
Semiconductor Product Markets - Worldwide
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, was a principal market driver. This began in 1991, with Analog Devices’ MEMS ADXL50, which was the first commercially available accelerometer for widespread use in the automotive industry... |
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The Databeans Monthly newsletter delivers the latest action oriented intelligence on the semiconductor market. Our newsletter is delivered FREE, keeping you informed on news and events that matter.
Send an email stating "Newsletter" in the subject line to sales@databeans.net. You will be signed up as a monthly subscriber to The Databeans Monthly newsletter and receive emails on other important announcements by Databeans.
*Email addresses from semiconductor or electronics corporate domains only please.
If you are interested in any past newsletters listed, let us know which one you would like. Send an email to sales@databeans.net with the month, year, and title of the past newsletter you would like. We will promptly send your requested past newsletter. |
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January 2007 |
February 2007 |
Databeans Forecast: Continued Moderate Growth for 2007
Semiconductor Markets – Worldwide
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 in the coming year, there are others that will make up for this sustaining growth in line with the five year average... |
Freescale Semiconductor Leads in Automotive IC Market
Semiconductor Applications Markets – Worldwide
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 Technologies, and STMicroelectronics, earned nearly one third of total worldwide revenue, which is reported at $18 billion for 2006... |
March 2007 |
May 2007 |
Texas Instruments Widens Lead in the Analog Market
Analog Markets – Worldwide
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, Infineon Technologies, NXP, Analog Devices and National Semiconductor. Strong growth in 2006 was seen by NXP, which is focusing more on higher margin products for vertical markets. Other movers include Freescale Semiconductor, Intersil, and ON Semiconductor... |
Despite New Competitive Forces, Entrenched
Signal Conditioning Market Suppliers Dominate
Analog Markets – Worldwide
Signal conditioning circuits include amplifiers, comparators, and data converters. These standard linear products are analog ICs that alter real world analog signal so that they can be used by digital processing circuits. In general these are multi-market products used to amplify, filter and convert signals in to the digital language of 0s and 1s. Combined, the signal conditioning market is estimated at $4.7 billion worldwide for 2006... |
June 2007 |
July 2007 |
2007 Worldwide Semiconductor Revenue
and Channel "Health"
Semiconductor Markets – Worldwide
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 not be achieved. Instead, we are expecting moderate growth, but not at the level of other current predictions, which are calling for roughly the same revenue total as last year... |
Timing Market Keeps Pace
Semiconductor Markets - Worldwide
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 competitive pricing, and the ability to integrate timing with other functions, particularly in the consumer space.... |
August 2007 |
September 2007 |
Promising Home Medical Telemetry Market
Attracts IC Suppliers
Semiconductor Markets - Worldwide
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 used for health care in their home. Digital thermometers, blood glucose meters, and blood pressure monitors are some of the most prevalent applications being utilized by consumers today... |
Wireless Semiconductor Demand in India
Semiconductor Application Markets - Worldwide
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. Regions contributing most notably are China, with over 17 percent share of consumption, Europe with 19 percent share as a whole, and Japan with 15 percent share... |
October 2007 |
November 2007 |
Worldwide Power Management Market
Semiconductor Analog Product Markets - Worldwide
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, however, suppliers enjoy relatively consistent demand through the ups and downs of replacement trends, provided their customer base is diverse enough... |
SSL Markets
Semiconductor Markets - Worldwide
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 and usage hours. The semiconductor industry has already begun introducing an alternative solution by way of optoelectronics, specifically Solid State Lighting (or SSL), where products include LEDs for the most part... |
The Databeans Monthly newsletter delivers the latest action oriented intelligence on the semiconductor market. Our newsletter is delivered FREE, keeping you informed on news and events that matter.
Send an email stating "Newsletter" in the subject line to sales@databeans.net. You will be signed up as a monthly subscriber to The Databeans Monthly newsletter and receive emails on other important announcements by Databeans.
*Email addresses from semiconductor or electronics corporate domains only please.
If you are interested in any past newsletters listed, let us know which one you would like. Send an email to sales@databeans.net with the month, year, and title of the past newsletter you would like. We will promptly send your requested past newsletter. |
|
January 2006 |
February 2006 |
After a Flat Year, Semiconductor Market
Expected to Rebound
Semiconductor Markets – Worldwide
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 applications. The first quarter of this year should continue the positive momentum coming off of the fourth quarter - this will pull up annual revenue growth... |
Olympics Bring Wireless Suppliers to China
Semiconductor Markets – Worldwide
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 pledged to invest over $23 billion toward preparation for the Games; and at least 15 percent of the budget will be spent on information technologies. Plans for new technological infrastructure include fiber optic networks, HDTV digital network, and of course, the already large Chinese mobile communications network will need to be increased... |
March 2006 |
April 2006 |
Intel Continues Dominance in 2005 Semiconductor Market
Semiconductor Markets – Worldwide
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, all increased demand for semiconductor content, especially power management and ASIC/ASSP components. Databeans estimates that semiconductor revenue will be up 15 percent in 2006, totaling $259.6 billion for the market... |
Expect Growth for Data Converters in 2006
Standard Linear Markets – Worldwide
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 converter provides a key technology that is used in multiple market segments and in many applications. It is essentially the connecting technology between the analog world and the digital space. These components basically convert an analog wave into a digital form for processing, and then convert it back to analog for use in the real world... |
May 2006 |
June 2006 |
Pressure Sensors Market to Double by 2011
Sensors and Actuators Markets – Worldwide
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 unit area,” and the force required to generate that pressure can come from different sources, as in from fluid or from weight. Pressure sensors are found mostly in automotive applications, with some applications in industrial process & automation, and a small but growing market for them in the medical segment... |
New Thermal Management Products
Provide “Cool” Solutions
Sensors and Actuators Markets – Worldwide
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 smaller boards. The importance of thermal management is gaining momentum, providing a strong market opportunity for devices servicing this function. Temperature sensors play a vital role in today’s electronics, providing systems with protection against malfunction and/or failure due to excessive heat dissipation... |
July 2006 |
August 2006 |
Medical Electronics: Coming to a Home Near You
Industrial Semiconductor Markets – Worldwide
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. Medical electronics is the fastest growing segment in the industrial semiconductor market, with an average growth rate of 11 percent per year. Databeans divides this segment into three major categories: Home, Imaging, and Diagnostics & Therapy. The market segment is expected to exceed $4 billion in revenue by year 2011... |
Clock Generation Market to Double in Five Years
Computer Logic Markets – Worldwide
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 $5 billion for 2006. The majority of these components, almost a two-thirds share, is comprised of memory controllers, most of which are for computing applications. For example, in a typical design, a memory controller, whether it is integrated or not, performs the function of controlling data between memory and microprocessors... |
September 2006 |
October/November 2006 |
Pump it up – Advances in Digital Audio
Analog Application Specific IC Markets – Worldwide
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 the digital audio market. Due to lower performance and lackluster power efficiency, digital power amplifiers were usually reserved for those audio applications where consumers had the lowest expectations for sound quality. Now reaching new levels of power and dynamic range (the ratio of the loudest possible sound to the smallest possible hum), digital amplifiers are expected to rock the $1.9 billion consumer audio amplifier market... |
Big Market Results in Store for Miniature MEMs Devices
Sensors and Actuators Markets – Worldwide
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 small machines that have been combined with silicon to provide equipment with circuit solutions and moving parts. The inkjet printer market benefits from this technology, as the tiny devices are used in print heads, constituting 25 percent of the worldwide MEMs market. However, the rear projection television market is expected to gain share and bypass the print head MEMs business within the next few years... |
December 2006 |
|
Technology in Automobiles Not a Luxury Anymore
Analog Application Specific IC Markets – Worldwide
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 Semiconductors, Robert Bosch, and others are now realizing a volume payoff for high-end products used in collision avoidance, driver assistance, and drive-by-wire powertrain applications. Significant factors include new standards in how subsystems communicate with each other, how power is delivered and controlled, and how information is delivered to the driver and passengers... |
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The Databeans Monthly newsletter delivers the latest action oriented intelligence on the semiconductor market. Our newsletter is delivered FREE, keeping you informed on news and events that matter.
Send an email stating "Newsletter" in the subject line to sales@databeans.net. You will be signed up as a monthly subscriber to The Databeans Monthly newsletter and receive emails on other important announcements by Databeans.
*Email addresses from semiconductor or electronics corporate domains only please.
If you are interested in any past newsletters listed, let us know which one you would like. Send an email to sales@databeans.net with the month, year, and title of the past newsletter you would like. We will promptly send your requested past newsletter. |
|
January 2005 |
February 2005 |
Databeans 2005 Forecast
Semiconductor Markets – Worldwide
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 seen in every semiconductor category, from optoelectronics and sensors to MOS Micro and the discretes. Analog ICs alone grew an estimated 17 percent with over $31 billion for the year... |
Texas Instruments Remains on Top of the Analog Market
Analog IC Markets – Worldwide
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 $4.2 billion in analog revenue, STMicro is the second largest supplier, close behind Texas Instruments. All together, these two companies control nearly one-third of the market. Overall analog integrated circuit sales have performed nicely over the past two years... |
March/April 2005 |
May 2005 |
More Storage Please…
Computer Logic Markets – Worldwide
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 designs using Flash memory, with “Tiny” drives. These magnetic drives are less than an inch in size and, like Flash, will continue to retain information when the power is switched off. Another trend continuing is the use of hard drives in consumer video components... |
Faster I/O Interface
Computer Logic Markets – Worldwide
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 it has expired or because it is no longer supported by vendors, as well. Demand is especially high in the Asia Pacific region due to increasing demand for service, as technological advancements, and greater production require more resources... |
June 2005 |
July 2005 |
China’s Analog Market Races Ahead
Analog IC Markets – Worldwide
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 market ($31 billion). In our recent comprehensive study, “2005 Analog”, we detail the current and estimated future growth rates for China and for other countries as well. China is expected to grow share of global analog revenue quickly. Revenue share for this country could reach close to 40 percent over the next five years, resulting in a market size of $23 billion... |
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 growth for this industry far into the future. VoIP, Wi-Fi, Mobile Video, DVD audio, DLP™ televisions, the list goes on. In fact, I believe that there is a somewhat unscientific correlation between industry performance and Tiger Woods, the “Woods effect”. After an incredible 2000 and 2001, where Tiger won the US Open, the British Open, the PGA Championship, and the Masters, things died down a bit and he began to rework his swing. This year, Tiger is back and beyond compare... |
August 2005 |
September 2005 |
Medical Electronics Pumping Ahead
Industrial Semiconductor Markets – Worldwide
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. Medical electronics is continuing to present a strong growth opportunity for semiconductors. According to Databeans latest study, “2005 Semiconductors in Medical Electronics”, the medical market for chips will reach over $2 billion in 2005. With a compound annual growth rate of 11 percent each year for the next five years, Databeans expects the opportunity to reach $3.5 billion by 2010... |
Consumer Chip Demand Escalating
Analog Application Specific IC Markets – Worldwide
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 connected with high speed reliable access, and our desire to have media choices that are customized to our specific taste. All these emerging behaviors are developing a fruitful market for semiconductor suppliers in the consumer space... |
October 2005 |
November 2005 |
Digital Power to Shake up Power Management Market
Standard Linear Markets – Worldwide
Digital power has been around for sometime, but several hurdles need to be overcome before its real potential is realized. Digital power products essentially incorporate analog power functions around a digital core that can be programmed. Sometimes this is a DSP and sometimes a microcontroller. Demand has been subdued in the past due in part to the learning curve associated with software programming for power design engineers... |
Analog Component Sales Help Drive Demand
for ICs in Automotive
Analog Application Specific IC Markets – Worldwide
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 $28,000, as of the third quarter of 2005. Some have theorized that the seemingly high prices are due to increased financing costs (the study looked at total cost)... |
December 2005 |
|
Analog Revenue Ranking Unchanged for 2005
Analog IC Markets – Worldwide
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 figures are not yet public, Databeans estimates that Texas Instruments gained share in 2005, from 13.9 percent in 2004 to 16.5 percent in 2005, representing an annual growth rate of 21 percent. It appears that the rest of the industry has experienced very little growth since 2004... |
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The Databeans Monthly newsletter delivers the latest action oriented intelligence on the semiconductor market. Our newsletter is delivered FREE, keeping you informed on news and events that matter.
Send an email stating "Newsletter" in the subject line to sales@databeans.net. You will be signed up as a monthly subscriber to The Databeans Monthly newsletter and receive emails on other important announcements by Databeans.
*Email addresses from semiconductor or electronics corporate domains only please.
If you are interested in any past newsletters listed, let us know which one you would like. Send an email to sales@databeans.net with the month, year, and title of the past newsletter you would like. We will promptly send your requested past newsletter. |
2004 Newsletter |
January 2004 |
February 2004 |
Databeans Predicts
Semiconductor Markets – Worldwide
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 market. Checking back on our January 2003 projection for the semiconductor industry, it appears that the market performed as Databeans predicted, an increase to roughly $165 billion worldwide (our projection published last January was $164.6 billion)... |
2003 Analog Market Share
Analog Markets – Worldwide
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 continue due to improved performance in the other application specific markets, which should pull the overall analog market up 18% this year... |
March 2004 |
April 2004 |
Integrated Circuit Demand in China
Semiconductor Markets – Worldwide
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 growth. Databeans estimates that due to rapid growth in telecommunications manufacturing, and growing capacity in the consumer and computer markets, China's IC consumption in 2009 will amount to 25 percent of worldwide IC revenue, or $69 billion... |
Foundry Analog Production
Analog Markets – Worldwide
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 the rise. Databeans estimates that while large independent device manufacturers continue to produce the majority amount of product internally, the outsourcing trend has kicked up and foundries now account for close to 30 percent of global analog production. This amounts to a market value of over $7.5 billion... |
May 2004 |
July 2004 |
Semiconductor Consumption in Medical Electronics
Applications Markets – Worldwide
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 average annual growth rate of 18% over the next five years, resulting in a market worth $179 billion by 2009. This is slightly higher than the entire medical device market today... |
Growth Continues for High Performance Analog
Analog Markets – Worldwide
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 efficient Class D audio power amplifiers used in consumer electronics, and efficient switching regulator ICs. High speed analog revenue is estimated at $8.2 billion in 2003... |
August 2004 |
September 2004 |
Databeans Predicts Strong Growth for
High Volume Analog ASSPs
Analog ASSP Markets – Worldwide
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. Wireless handsets contain $10 to $15 worth of analog and mixed-signal products, including charge controllers, power supply ICs, mixed-signal audio, and transceivers... |
Strong Growth Expected for Clock
Generation and Distribution Revenue
Computer Logic Markets – Worldwide
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 required for the other circuits to function harmoniously. Clock generation devices are used to produce these copies. Clock distribution circuits are then used to distribute the generated clock signals and synchronize system operations... |
October 2004 |
November 2004 |
Market Dynamics in Automotive Semiconductor Markets
Semiconductor Markets – Worldwide
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 semiconductor market dropped only 1 percent. This has been a very stable market over the last few years and suppliers have taken notice... |
The Industrial Semiconductor Market
Industrial Semiconductor Markets – Worldwide
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 nearly $14.5 billion this year...
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December 2004 |
|
Power Surge
Analog Markets – Worldwide
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 prices and increased unit demand in the DRAM market, power management continued to deliver strong results that match the performance of the overall semiconductor market... |
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The Databeans Monthly newsletter delivers the latest action oriented intelligence on the semiconductor market. Our newsletter is delivered FREE, keeping you informed on news and events that matter.
Send an email stating "Newsletter" in the subject line to sales@databeans.net. You will be signed up as a monthly subscriber to The Databeans Monthly newsletter and receive emails on other important announcements by Databeans.
*Email addresses from semiconductor or electronics corporate domains only please.
If you are interested in any past newsletters listed, let us know which one you would like. Send an email to sales@databeans.net with the month, year, and title of the past newsletter you would like. We will promptly send your requested past newsletter. |
|
January 2003 |
March 2003 |
Current Outlook - Semiconductor Markets
Semiconductor Markets – Worldwide
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 for significant growth in the semiconductor industry this year, the growing possibility of military actions in Iraq could lead to a detour and impact momentum... |
Analog Consumption in China
Analog Markets – Worldwide
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 for analog component suppliers... |
April 2003 |
May/June 2003 |
Wireless Specific IC Market 2003-2008
Analog Markets – Worldwide
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 networks, providing an ample opportunity for wireless chip suppliers around the world... |
High-Speed Linear
Analog Markets – Worldwide
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 market, demand for high-speed products includes interface line drivers, high-speed amplifiers, and high-speed converters... |
July/August 2003 |
October 2003 |
3G Wireless Networks
Analog Markets – Worldwide
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 growing volume opportunity for wireless analog products and digital processing... |
Standard and High-Performance Linear
Analog Markets – Worldwide
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 “one chip,” is still widely held by many industry pundits. Because of this the prevailing forecasts call for higher growth in the application specific markets versus high performance and commodity analog... |
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2002 Newsletter |
June 2002 |
August 2002 |
Current Outlook - Semiconductor Markets
Semiconductor Markets – Worldwide
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 terms of sales. Large distribution customers have reported healthy inventory levels, even for the new Hewlett Packard... |
Current Outlook - Semiconductor Markets
Semiconductor Markets – Worldwide
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. Government spending, provoked by the September 11th attacks, has stirred up the electronics industry... |
September 2002 |
October 2002 |
Current Outlook - Semiconductor Markets
Semiconductor Markets – Worldwide
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 perfected and infrastructure is put in place. While there is much debate about what killer application will drive the next boom, there is not much argument about the upcoming growth cycle... |
Current Outlook - Semiconductor Markets
Semiconductor Markets – Worldwide
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 month moving average). Healthy markets include mixed signal, power management, DSP, and ASICs. Trouble continues for PLDs, a market that accommodates the communications infrastructure segment... |
November 2002 |
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Current Outlook - Semiconductor Markets
Semiconductor Markets – Worldwide
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 seasonal period for analog ICs was marginally successful at best... |
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