2013 Semiconductors in Military and Aerospace

Abstract
This is the 2013 annual market report for semiconductors used in Military and Aerospace, which are considered a single sub segment of the larger industrial electronics application. This report provides in-depth breakdowns in terms of sales and shipment volumes by region, application, individual products, and finally, by supplier share.

Databeans expects that the semiconductor market to the Mil/Aero industry will decline slightly from 2011 to 2012 to just under $2.9 billion worldwide, primarily due to this latest round of budget cuts and the corresponding industry consolidation. However, there will be some modest growth of 4 percent over the next five years. COTS products will experience the mil/aero market’s fastest adoption rates, with a CAGR of 6 percent over the next five years. The most noteworthy long-term market trends in this industry include a greater focus on reliability, shorter business cycles, and the ability to operate within ever tightening government budget constraints. All of these trends are leading growing demand for so-called commercial off-the-shelf or “COTS” solutions, in which the end customer purchases and modifies a system instead of buying the custom components to build that same system. Using COTS helps OEMs get their new equipment technologies to the field faster, while also reducing R&D and testing costs.

The market strategies for Mil/Aero suppliers have changed drastically in the past year alone. For the commercial aerospace industry, manufacturers are far more focused on attempting to build up their production capabilities in order to meet the boom in demand for commercial airliners. Meanwhile, for military defense suppliers, a lack of new government funded programs has caused investments in R&D to decline. This is coupled with the U.S. government’s new emphasis on unmanned vehicles, surveillance, and intelligence gathering.


Table of Contents

Significant Findings
Military and Aerospace Industry
Military and Aerospace Electronics Market
Military and Aerospace Semiconductor Market

Regional Forecast
Americas
Europe
Japan
China
Other

Production Forecast
Discretes
Optoelectronics
Sensors
Analog
MPU
MCU
DSP
Logic
Memory

Military and Aerospace OEMs
Lockheed Martin
Raytheon
Boeing
EADS/Airbus
Northrop Grumman

Suppliers
Microsemi
Xilinx
Texas Instruments
Altera

Methodology

Databeans Market and Product Segmentation Definitions
Market Segmentation
Automotive
Computers
Consumer
Communications
Industrial

Table of Figures

Figure 1: 2003 – 2012 US Department of Defense Budget
Figure 2: Worldwide Mil/Aero Electronics Revenue Forecast by Market Segment
Figure 3: 2012 Worldwide Mil/Aero Electronics Revenue Share by Market Segment
Figure 4: 2012 Non US Mil/Aero Electronics Revenue Share by Sector
Figure 5: Worldwide Mil/Aero Electronics Revenue Forecast by Sector
Figure 6: 2012 US Mil/Aero Electronics Revenue Share by Segment
Figure 7: US Mil/Aero Electronics Revenue Forecast by Sector
Figure 8: Worldwide Mil/Aero Semiconductor Market Forecast (Revenue, Units, and ASPs )
Figure 9: Worldwide Mil/Aero Semiconductor Revenue Forecast by Product Class
Figure 10: 2012 and 2017 Worldwide Mil/Aero Semiconductor Revenue Share by Product Class
Figure 11: Worldwide Mil/Aero Semiconductor Revenue Forecast by Application Market
Figure 12: 2012 Worldwide Mil/Aero Semiconductor Revenue Share by Region
Figure 13: Worldwide Mil/Aero Semiconductor Revenue Forecast by Region
Figure 14: Americas Mil/Aero Semiconductor Revenue Forecast
Figure 15: Europe Mil/Aero Semiconductor Revenue Forecast
Figure 16: Japan Mil/Aero Semiconductor Revenue Forecast
Figure 17: China Mil/Aero Semiconductor Revenue Forecast
Figure 18: ROW Mil/Aero Semiconductor Revenue Forecast
Figure 19: Worldwide Military Semiconductor Revenue Share by Product
Figure 20: Worldwide Avionics Semiconductor Revenue Share by Product
Figure 21: Worldwide Space Semiconductor Revenue Share by Product
Figure 18: 2012 Worldwide Mil/Aero Semiconductor Revenue Share by Product Category
Figure 22: Worldwide Mil/Aero Discretes Revenue Forecast by Product
Figure 23: Worldwide Mil/Aero Optoelectronics Market Forecast (Revenue, Units, and ASPs)
Figure 24: Worldwide Mil/Aero Sensors Market Forecast (Revenue, Units, and ASP)
Figure 25: Worldwide Mil/Aero Analog Revenue Forecast by Product
Figure 26: Worldwide Mil/Aero MPU Revenue Forecast by Product
Figure 27: Worldwide Mil/Aero MCU Revenue Forecast by Product
Figure 28: Worldwide Mil/Aero DSP Revenue Forecast by Product
Figure 29: Worldwide Mil/Aero Logic Revenue Forecast by Product
Figure 30: Worldwide Mil/Aero Memory Revenue Forecast by Product
Figure 31: 2011 Worldwide Mil/Aero Electronics Revenue Share by OEM
Figure 32: 2011 Worldwide Mil/Aero Semiconductor Revenue Share by Supplier

Table of Tables

Table 1: US Department of Defense Budget
Table 2: Worldwide Mil/Aero Electronics Revenue Forecast by Market Segment
Table 3: United States Mil/Aero Electronics Revenue Forecast by Market Segment
Table 4: Foreign Mil/Aero Electronics Revenue Forecast by Market Segment
Table 5: Worldwide Mil/Aero Electronics Revenue Forecast by Sector
Table 6: US Mil/Aero Electronics Revenue Forecast by Sector
Table 7: Worldwide Mil/Aero Semiconductor Market Forecast (Revenue, Units, and ASPs)
Table 8: United States Mil/Aero Semiconductor Market Forecast (Revenue, Units, and ASPs)
Table 9: Worldwide Mil/Aero Semiconductor Revenue Forecast by Product Class
Table 10: Worldwide Mil/Aero Semiconductor Revenue Forecast by Application Market
Table 11: Worldwide Mil/Aero Semiconductor Revenue Forecast by Region
Table 8: 2011 European Military Spending by Country
Table 9: 2006-2011 Global Arms Exports by Country and Recipient Country
Table 10: Worldwide Mil/Aero Semiconductor Revenue Forecast by Product
Table 11: Worldwide Mil/Aero Semiconductor Shipment Forecast by Product
Table 12: Worldwide Military Semiconductor Revenue Forecast by Product Category
Table 13: Worldwide Avionics Semiconductor Revenue Forecast by Product Category
Table 14: Worldwide Space Semiconductor Revenue Forecast by Product Category
Table 15: Worldwide Mil/Aero Discretes Revenue Forecast by Product
Table 16: Worldwide Mil/Aero Optoelectronics Revenue Forecast by Product
Table 17: Worldwide Mil/Aero Sensors Market Forecast (Revenue, Units, and ASP)
Table 18: Worldwide Mil/Aero Analog Revenue Forecast by Product
Table 19: Worldwide Mil/Aero MPU Revenue Forecast by Product
Table 20: Worldwide Mil/Aero MCU Revenue Forecast by Product
Table 21: Worldwide Mil/Aero DSP Revenue Forecast by Product
Table 22: Worldwide Mil/Aero Logic Revenue Forecast by Product
Table 23: Worldwide Mil/Aero Memory Revenue Forecast by Product
Table 24: 2011 and 2010 Worldwide Mil/Aero Electronics Revenue Share by OEM
Table 25: 2011 and 2010 Worldwide Mil/Aero Semiconductor Revenue Share by Supplier