Summary:
Contract Equipment Manufacturing continues to maintain a comparative advantage in the electronics industry. It is driven by commoditization, specialization, and economies of scale: if all inputs are doubled, output more than doubles. The contract equipment manufacturers are coming out of a challenging recession, but the future is beginning to look bright again. More original equipment manufacturers are indicating plans to outsource, license technology, and move capacity and resources toward the outsourced-manufacturing and outsourced-supply-chain management model.
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Summary:
Standard linear revenue is expected to be down 18% this year. This decrease in sales is driven by poor economic conditions, inventory problems, and discouraging demand in the communications and computer markets. Better results are expected in 2002 as the third and fourth quarters of 2001 have already shown some signs of increased order activity. Databeans is currently projecting a 19% increase in standard linear revenue for 2002. Databeans’ forecast is consistent with a normal recovery pattern, and is based upon historical month-to-month seasonal growth rates.
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Summary:
With 6% share of total analog semiconductor revenue and 16% of the standard linear market, data converters have recently been on the fast track, with the potential for numerous growth opportunities. This market is driven by an increasing demand for digital processing in all five major market segments: computers, communications, consumer, industrial and transportation. Data converter worldwide revenue surpassed the 1 billion dollar mark in 1995. In 2000, with an increase of 49% over 1999, the data converter market size reached 1.8 billion dollars.
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Summary:
The analog comparator market is small compared to other standard linear categories of semiconductors. With revenues of 240 million dollars in 2000, the comparator market makes up 2% of standard linear and 1% of total analog integrated circuits. These products are mainly used in application markets where volumes are significantly lower than other markets that use standard linear products. These applications include notebooks, desktops, cell phones and other high volume consumer electronics.
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Summary:
Because of their role in high growth markets, including communications, consumer, and computers, the voltage regulator business is one of the fastest growing markets in standard linear analog. It is a market that has outperformed microprocessors, DRAM and DSP annual growth from 1999 to 2000. This market is estimated worldwide at $3.2 billion dollars for 2000, an increase of over 70% from the 1999 value of $1.9 billion. The voltage regulator market is expected to increase at a compound annual growth rate of 8.5% over the next five years.
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Summary:
The build out of telecommunications infrastructure and the wireless handset market drove the amplifier business in 2000. As a result, sales increased 55.3% over 1999 values, a substantial expansion. These same two markets will have a contrasting impact in 2001 as large inventories and lifeless consumer spending hamper the demand for products that use operational, video, and instrumentation amplifiers. This market is expected to recover, however, by 2002 when 2.5 Generation and 3rd Generation terminals and infrastructure demand are expected to resume course.
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