Summary:
Databeans’ current forecast for voltage regulators, and power management products including switching regulators, linear regulators, and voltage references, calls for an increase of 22% in 2003, followed by 15% growth in 2004. Over a five-year period, the forecast calls for a healthy compound annual growth rate of 16% from 2003 through 2008. Voltage regulators, an integral part of the power management market, are expected to continue demand growth in 2003, and this growth will accelerate 2004. The ongoing IT upgrade cycle, improved economic conditions, and a wireless replacement trend will continue to elevate this market.
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Summary:
Interface sales constitute 20% of the standard linear market and approximately 8% of worldwide analog revenue. Worldwide standard linear revenue is expected reach close to $10.9 billion for 2003, and total analog sales are expected to reach $26.9 billion, a 12.5% increase over the 2002 revenue number. And Databeans expects that interface sales will show even more growth in 2004, with an increase of 16% over this year. Overall economic conditions will continue to improve, and for now inventory levels have been normalized in several markets, meaning that growth will follow as recovery moves forward.
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Summary:
UARTs, or Universal Asynchronous Receiver/Transmitters, belong to the family of logic devices that are used in computers and peripheral equipment, in which they transfer data streams from the microprocessor to other systems in the design. The whole market segment, I/O Interface, is worth roughly $1.8 billion in terms of global revenue, and includes UARTs, Ethernet, LAN, and Modems. The discrete UARTs market is estimated at 3% of the total I/O Interface market, or roughly $55 million for 2003.
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Summary:
Ongoing production of high performance electronics equipment has progressively added new functionality to designs by incorporating digital technology. This trend is driving demand for linear products used to manage, control, and convert the signals used in the building blocks of multiple applications. Standard linear products can be segmented into high performance products and commodity analog. High performance products include high-speed amplifiers, high-speed and higher resolution converters, and interface line drivers. And commodity analog products would include voltage regulators, amplifiers, communications and display drivers, data converters, voltage references, and comparators.
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Summary:
The data converter market category showed positive growth for the last three quarters of 2002, yet revenue for the year fell 18%, which was a significant decline from the 3% growth seen in 2001. Databeans predicts that 2003 data converter revenue will be up by 30%, resulting in a total available market of $2 billion. Based upon the expected high growth in 2003, Databeans’ five-year forecast estimates a healthy compound annual growth rate (CAGR) of 15%, resulting in an available market of almost $4 billion by 2008.
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Summary:
Databeans estimates global revenue of $19.6 billion for wireless specific IC products that include: digital signal processors, microcontrollers, memory, logic, discretes, and analog. The largest share of wireless IC revenue consists of digital baseband products, and the fastest growing segment is RF and power management, due to integration and increasing complex power requirements, which are driven by advancing functionality and transmission speeds in wireless devices. The RF portion of the market is estimated at $3.8 billion or 19% of the wireless IC market.
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Summary:
In 2003 the global analog market is expected to slightly outperform the total semiconductor market with an estimated 17% increase compared to the entire semiconductor market, which is expected to gain 15% this year. While most of analog is expected to perform well in 2003, single digit growth is expected for computer ASIC and consumer ASIC. All standard linear categories are expected to recover this year with strong performance, matching the current trend in power management.
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Summary:
Databeans estimates that 2002 global revenue for high-speed linear products reached $1.4 billion, which constituted 15% of the total standard linear market. Revenue growth for high-speed products is expected to outperform the average annual growth rates for standard linear markets, achieving 18% for the forecasted period through 2008.
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Summary:
This report compiles vital statistics on the digital potentiometer market including supplier market share, application consumption, regional consumption, and five-year forecast for revenue, shipments, and ASPs.
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Summary:
While global unit shipments for amplifiers increased by 17% in 2002, revenue contracted by 14%, resulting in a drop in average selling prices from $0.36 in 2001 to $0.26 in 2002. In 2003, Databeans forecasts an increase in pricing to $0.30, which will drive an increase in overall global revenue to $2.2 billion with 7.6 billion units shipped.
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Summary:
The Americas manufacturing sector has been quickly evolving, resulting in an operating model which is characterized by "build-to-order" products, technological advances, less labor cost, and coordinated design efforts. As a result, most manufacturing of straightforward high-volume applications has moved to lower-cost (owned or outsourced) global manufacturing centers. Since the majority of these designs are found in the computer and communications segments, output from other segments has increased, causing a shift in regional volume of IC consumption, and a share-split amongst served markets.
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Summary:
Texas Instruments remains the world’s largest standard linear IC supplier with nearly 15% share of the global market. Analog Devices closed the gap slightly, but remains in the second place position. Both National Semiconductor and Maxim Integrated Products grew share in 2002, while Linear Technology slipped slightly, but remains in the fifth place position. National’s performance in the amplifier market and power management market, helped advance standard linear revenue and contributed to overall analog revenue growth.
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Summary:
During 2002, the comparator market continued to witness significant price erosion as average selling prices dropped from $0.23 in 2000 to $0.12 in 2002. The effects of excess inventory in 2001, and increasing competitive pressure on suppliers from large OEM customers and contract equipment manufacturers (CEM), have seeped into the 2002 market, causing a relatively inelastic pricing structure for standard analog products. As a result, the market for comparators dropped 13.5% in 2002, while unit demand increased by 27%.
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Summary:
Whether specified in terms of volume or revenue, wireless handset production in China has contributed significantly to the migration of power management business to the Far East. In 2002, China produced 27% of the world’s wireless handsets, either through OEM joint ventures or contract manufacturing. Further, domestic demand is expected to continue to climb, although growth rates are increasing at a decreasing rate.
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Summary:
In the analog IC industry, the top thirty suppliers control 90% of the market. The top five suppliers control 45% of the market with a combined reported revenue for analog at $10.7 billion. Use this research brief to measure performance in 2002 relative to the competition. Thirty analog suppliers are ranked based on 2002 revenue estimates for analog products.
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