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[SEMI Theater] Performance Analog Growing Opportunities for Signal Conditioning and Power
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[SEMI Theater] Performance Analog Growing Opportunities for Signal Conditioning and Power

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Susie Inouye, Research Director, databeans, Inc. …

Susie Inouye, Research Director, databeans, Inc.

Analog IC technology has been around from the start of the electronics age and the market has been stereotyped as a mature slow moving segment of the semiconductor industry. This just isn’t the case at all. In fact, the more digital the world becomes, the more opportunity for analog as it is a required component allowing us to see, hear, feel, and power our “digital accessories” that we’ve come to rely on every day. Learn about the size, rate of growth, and market share of this fast moving and highly competitive market.

Presented at the SEMI Theater at SEMICON WEST on July 14, 2010.


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  • 1. Performance Analog: Growing Opportunities for Signal Conditioning and Power July 2010
  • 2. Evolution of the Consumer The Digital Population Drives Demand for Analog © 2009 databeans, Inc. www.databeans.net
  • 3. Industry Outlook – Key Drivers Market Drivers for this Decade © 2009 databeans, Inc. www.databeans.net
  • 4. Analog Market Share 2009 Revenue by Supplier Company 2009 $M 2009 %MS Texas Instruments 4,342 13.6% STMicroelectronics 3,751 11.7% Infineon Technologies 2,751 8.6% Analog Devices 1,895 5.9% NXP Semiconductors 1,435 4.5% Maxim Integrated Products 1,359 4.2% National Semiconductor 1,145 3.6% Linear Technology 894 2.8% RF Micro Devices 890 2.8% Other 13,538 42.3% Total 32,001 Databeans Estimates, Company Reports © 2009 databeans, Inc. www.databeans.net
  • 5. Industry Outlook – Applications Automotive Applications $21 Billion for Semiconductors $6 Billion for Analog Applications Radar Instrumentation Panel Driver Assist ECU Lighting EV/HEV Products Data Converters Battery Management Interface Backlight Drivers Audio Amplifiers © 2009 databeans, Inc. www.databeans.net
  • 6. Industry Outlook – Applications Computer Applications $87 Billion for Semiconductors $7.5 Billion for Analog Applications WiFi Printers Displays POS PSD SAN Products Regulators Amplifiers Interface Backlight Drivers Audio Transceivers © 2009 databeans, Inc. www.databeans.net
  • 7. Industry Outlook – Applications Consumer Applications $56 Billion for Semiconductors $8 Billion for Analog Applications 3D TV STB Frames DVD/Blu-Ray Lighting White Goods Products Regulators Amplifiers Interface Backlight Drivers Audio Video © 2009 databeans, Inc. www.databeans.net
  • 8. Industry Outlook – Applications Communications Applications $86 Billion for Semiconductors $15.5 Billion for Analog Applications Mobile Phones BTS Modems Routers Switches GPS Products Regulators Amplifiers Interface Data Converters Power Amps Transceivers Audio Battery Management © 2009 databeans, Inc. www.databeans.net
  • 9. Industry Outlook – Applications Industrial Applications $32 Billion for Semiconductors $6.6 Billion for Analog Applications Automation Mil/Aero Servo Motors PLCs Medical Equip. Instrumentation Products Regulators Amplifiers Interface Data Converters Motor Control © 2009 databeans, Inc. www.databeans.net
  • 10. Industry Outlook – Electronics 2009 and 2010 Shipment Volumes Application Shipments in MU 2009 2010 Y/Y Growth % Large Digital Televisions 69 75 8.5% 3D TV 0 1+ NA STB 109 118 8.0% Smart Phones 182 222 21.9% Small Notebooks 23 31 31.3% Tablets 0 1+ NA Media Player 211 229 8.5% Home Medical 195 215 10.7% Handheld Games 40 43 7.6% PCs 271 292 8.0% Automotive Li-ion .0015 .0062 313% Databeans Estimates © 2009 databeans, Inc. www.databeans.net
  • 11. Industry Outlook – Electronics 2009 and 2010 Shipment Volumes Application Shipments in MU 2009 2010 Y/Y Growth % Large Digital Televisions 69 75 8.5% 3D TV 0 1+ NA STB 109 118 8.0% Smart Phones 182 222 21.9% Small Notebooks 23 31 31.3% Tablets 0 1+ NA Media Player 211 229 8.5% Home Medical 195 215 10.7% Handheld Games 40 43 7.6% PCs 271 292 8.0% Automotive Li-ion .0015 .0062 313% Databeans Estimates © 2009 databeans, Inc. www.databeans.net
  • 12. Industry Outlook - Analog Q1 2010 Market Results Market Q1 2010 $M Q/Q Growth % Y/Y Growth % Amplifiers and Comparators 709 9% 55% Data Converters 678 0% 40% Interface 563 0% 53% Power 2,090 7% 65% Automotive ASSPs 1,082 2% 91% Computer/Storage ASSPs 882 6% 79% Audio/Video ASSPs 714 0% 74% Wired ASSPs 361 20% 211% Wireless ASSPs 2,293 7% 48% Industrial ASSPs 559 4% 85% Total 9,931 5% 66% Databeans Estimates © 2009 databeans, Inc. www.databeans.net
  • 13. Industry Outlook - Analog Q2 2010 Market Results Market Q2 2010 $M Q/Q Growth % Y/Y Growth % Amplifiers and Comparators 822 16% 64% Data Converters 745 10% 36% Interface 632 12% 51% Power 2,403 15% 55% Automotive ASSPs 1,158 7% 71% Computer/Storage ASSPs 954 8% 47% Audio/Video ASSPs 777 9% 34% Wired ASSPs 360 0% 80% Wireless ASSPs 2,621 14% 17% Industrial ASSPs 635 14% 74% Total 11,107 11% 42% Databeans Estimates © 2009 databeans, Inc. www.databeans.net
  • 14. Industry Outlook - Analog Q3 2010 Market Results Market Q3 2010 $M Q/Q Growth % Y/Y Growth % Amplifiers and Comparators 881 7% 46% Data Converters 837 12% 32% Interface 622 -2% 31% Power 2,550 6% 39% Automotive ASSPs 1,084 -6% 18% Computer/Storage ASSPs 1,008 6% 30% Audio/Video ASSPs 841 8% 17% Wired ASSPs 357 -1% 38% Wireless ASSPs 2,826 8% 34% Industrial ASSPs 619 -2% 27% Total 11,625 4% 31% Databeans Estimates © 2009 databeans, Inc. www.databeans.net
  • 15. Industry Outlook - Analog CY2010 Market Results Market 2009 $M 2010 $M Y/Y Growth % Amplifiers and Comparators 2,212 3,273 48% Data Converters 2,346 3,056 30% Interface 1,826 2,395 31% Power 6,606 9,522 44% Automotive ASSPs 3,217 4,406 37% Computer/Storage ASSPs 2,754 3,774 37% Audio/Video ASSPs 2,424 3,079 27% Wired ASSPs 875 1,420 62% Wireless ASSPs 8,046 10,589 32% Industrial ASSPs 1,695 2,365 39% Total 32,001 43,879 36% Databeans Estimates © 2009 databeans, Inc. www.databeans.net
  • 16. Thank You
  • 17. Susie Inouye Chief Executive, Research Director sinouye@databeans.net Gary Inouye Operations Director ginouye@databeans.net Myson Robles-Bruce Senior Research Analyst myson@databeans.net Matthew Scherer Research Analyst matt@databeans.net Steve Choman Research Analyst steve@databeans.net databeans, Inc. 7665 Town Square Way Suite 205A · Reno, NV 89523 Phone: 775.624.6200 · Fax: 775.624.6201 www.databeans.net · sales@databeans.net © 2009 databeans, Inc. www.databeans.net

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