http://www.instat.com/descriptions/topic-semiconductor.asp Almost 25 years ago, In-Stat found its start in offering semiconductor research with uncanny insight and accuracy. Over the years, In-Stat has expanded its semiconductor portfolio upward through the digital communications and convergence value chains to the ultimate end-users. Today, the strength of coverage comes from In-Stat’s checks and balances of macroeconomic analysis, primary research surveys, equipment market data, and semiconductor engineering analysis. Research coverage includes both the semiconductor requirements of many of the applications driving global chip demand and demand-side coverage of actual customer perceptions and budgets. en-us http://www.instat.com/images_1/instat_logo_155x50.gif http://www.instat.com/ 1/5/2007 UPDATE http://www.instat.com/rss/ Visit In-Stat to update your feeds. 12/12/2006 Multimedia & Interface Technologies http://www.instat.com/catalog/Ccatalogue.asp?id=161#IN0603261MI This report is a forecast update to the April 2006 report, "USB 2006: Here Comes Wireless" (IN0602962MI). It contains updates to all forecasts in that report, but does not update the analyses in that report. 12/12/2006 Digital Home http://www.instat.com/catalog/Ccatalogue.asp?id=99#IN0603194RC Home networks are moving slowly from only broadband sharing to other activities. The next phase moves the home network to a multimedia network that blends in consumer electronics devices. 11/30/2006 PC Technology http://www.instat.com/catalog/Scatalogue.asp?id=68#IN0603384SI As In-Stat had earlier predicted, AMD has announced that the heart of its future product roadmap will focus on heterogeneous processors that feature a new mobile x86 core(s) combined with an integrated graphics processing unit (GPU). 11/27/2006 Asia Semiconductor & Electronics Manufacturing http://www.instat.com/catalog/Scatalogue.asp?id=239#IN0602732ASM India is one of the fastest growing semiconductor markets in the world. Semiconductor consumption reached US$1.18 billion in 2005, and is expected to reach US$3.09 billion by 2010. Liberalization and globalization of India’s economy has accelerated the development of the electronics industry. 11/27/2006 Wireless Infrastructure http://www.instat.com/catalog/Wcatalogue.asp?id=29#IN0602933GW This report contains cellular infrastructure contract awards. Infrastructure awards are a very good indicator of the future health of the cellular and cellular infrastructure markets, because contract awards often occur several months, or even years before cellular infrastructure is shipped. 11/21/2006 Wireless Component Technology http://www.instat.com/catalog/Wcatalogue.asp?id=29#IN0602928GW The cellular infrastructure world is changing. No sooner than 3G is deployed, after years of delays, there is now a new potential fly-in-the-ointment, WiMAX. It's not likely that WiMAX will threaten cellular for at least several years, but cellular providers are definitely planning for it. 11/1/2006 Wireless Component Technology http://www.instat.com/catalog/wcatalogue.asp?id=3#IN0602916WH Semiconductor components in handsets are the largest semiconductor market in the world in volume, if not in total revenue. 10/26/2006 Multimedia & Interface Technologies http://www.instat.com/catalog/ccatalogue.asp?id=161#IN0602966MI In 2003, the IEEE released the 802.15.4 standard defining wireless mesh networking with low data rates, but also very low power consumption. ZigBee is a communication networking layer that can be overlaid on top of the 802.15.4 MAC. 10/18/2006 Residential Connectivity http://www.instat.com/catalog/ncatalogue.asp?id=99#IN0603336RC Video distribution using HomePNA technology offers a flexible solution with some advantages for in-home deployment. Unlike other regions, this is especially true in North America where jacks for coax and phoneline are prevalent in most homes. 10/16/2006 Reed Electronics Research http://instat.com/catalog/Scatalogue.asp?id=184#IN0603380RE According to the latest figures from the Yearbook of World Electronics Data, Chinese electronics output is forecast to exceed US$300 billion in 2006 and is expected to surpass the US by the end of the year to become the world’s largest manufacturer. 10/4/2006 Multimedia & Interface Technologies http://instat.com/catalog/Ccatalogue.asp?id=161#IN0602967MI Demand for small form factor Hard Disk Drives (HDDs) is expected to remain strong over the next five years. Personal Video Recorders (PVRs) will continue to represent the largest CE application for HDDs. 10/4/2006 China Semiconductor & Electronics Manufacturing http://instat.com/catalog/Scatalogue.asp?id=242#IN0602785CSM In-Stat’s "Electronic Manufacturing in China" addresses the entire landscape of China’s current electronic manufacturing industry, including distribution of the ecosystem, market segmentation, and prospective development over the next five years. 9/26/2006 Wireless Infrastructure http://instat.com/catalog/Wcatalogue.asp?id=29#IN0603274GW For the last five years, cellular carriers around the world have been deploying 3G systems. In the early years there were many problems, but over time, the roll-outs of 3G have gone on like clockwork. 9/7/2006 Reed Electronics Research http://instat.com/catalog/Scatalogue.asp?id=184#IN0603375RE This report provides a detailed analysis of the automotive electronics market highlighting the key growth areas as well as providing a comprehensive overview of the key system suppliers to this important growth market. 8/25/2006 Asia Semiconductor & Electronics Manufacturing http://www.instat.com/catalog/Scatalogue.asp?id=239#IN0602728ASM The semiconductor manufacturing landscape in Asia has both IDMs and dedicated foundry players. The foundry market is dominated by a few large players who provide advanced technology products, while the smaller players work on generic semiconductor ICs manufactured on older generation process technologies. 8/25/2006 Consumer Media & Content http://www.instat.com/catalog/Ccatalogue.asp?id=212#IN0602975CM The “Audience of One” describes the way that the modern electronic entertainment industry is shaping up. Each individual represents an “Audience of One,” and will soon be in position to request that they have access to their electronic entertainment content in any location, on any device, at any time. 8/16/2006 Networking Technology http://www.instat.com/catalog/Wcatalogue.asp?id=167#IN0602859WS Great expectations certainly abound for the next step in wireless LAN technology, the much-hyped IEEE 802.11n. People have dreamed about the kind of raw speed it is promising, up to 600Mbps, virtually unheard of for a wireless technology of any kind. 8/16/2006 Networking Technology http://www.instat.com/catalog/Scatalogue.asp?id=28#IN0602875NT This report analyzes the market for DSL physical layer ICs, focusing on ADSL (including ADSL2 and ADSL2+), VDSL, and SHDSL. Key technology and market trends are discussed, such as the development of ADSL2+, the shift to VDSL2, and the driving force of IPTV. 8/4/2006 PC Technology http://www.instat.com/catalog/Scatalogue.asp?id=68#IN0603362SI The acquisition of ATI Technologies by AMD marks a drastic change in the battle between AMD and Intel that will have significant effects on the PC market and ecosystem. 7/27/2006 PC Technology http://www.instat.com/catalog/Scatalogue.asp?id=68#IN0603351SI Although AMD has just recently grabbed attention with significant gains in market share, much of the shift in momentum is the result of many changes in the company, market, and technology. 7/20/2006 Network Security http://www.instat.com/catalog/Ncatalogue.asp?id=138#IN0602882LN Historically, the security appliance market has been dominated by firewall/VPN products. However, standalone appliances are quickly being subsumed by appliances that combine multiple security functions in a single box. 7/11/2006 Multimedia & Interface Technologies http://www.instat.com/catalog/Ccatalogue.asp?id=161#IN0602964MI Finally, in 2005, the first MPEG-4 AVC Part 10 or H.264 video ICs for set top boxes went into production. This is the start of a transition from MPEG-2 compression to H.264 compression that will last for at least the next five years. 7/7/2006 PC Technology http://www.instat.com/catalog/Scatalogue.asp?id=68#IN0603343SI In-Stat examines the storage market in the laptop/notebook computing market. Currently consumers are accustomed to selecting the mobile computer with the largest hard drive for the budgeted money, but given Flash-based SSD’s features, end-users may find cause to survey their actual needs. 7/6/2006 Networking Technology http://www.instat.com/catalog/Scatalogue.asp?id=28#IN0602873NT This report provides a comprehensive comparison between four major AdvancedTCA platform providers. IBM’s BladeCenter series-T is included for comparison purposes. 7/6/2006 Wireless Component Technology http://www.instat.com/catalog/Ccatalogue.asp?id=161#IN0602965MI Bluetooth continued its ascent as the premier short-range wireless data transmission standard in 2005, and will do even better in 2006. Mobile phones and mono headsets continue to lead the way in Bluetooth adoption. These applications in turn are leading to Bluetooth adoption in notebook PCs, PDAs, and automobiles. 6/28/2006 Multimedia & Interface Technologies http://www.instat.com/catalog/Ccatalogue.asp?id=161#IN0602963MI IEEE 1394 (1394), also called FireWire or i.Link, is a high-speed serial bus specification found primarily in four markets: PCs, PC peripherals, Consumer Electronics (CE), and Automotive. It consists of two standards: 1394a, the incumbent technology which provides for 400Mbps transfer speeds, and 1394b, its high-speed successor. 6/16/2006 Residential Connectivity http://www.instat.com/catalog/Ccatalogue.asp?id=99#IN0603193RC In 2005, over 100 million broadband CPE units (broadband routers, residential gateways, and broadband modems) shipped, an increase of 31% over 2004. 6/12/2006 Reed Electronics Research http://www.instat.com/catalog/scatalogue.asp?id=184#IN0603347RE This edition of the "Yearbook of World Electronics Data" presents a review of the world electronics industries and markets with detailed estimates and forecasts of the size of the production and markets for electronic equipment and components in each of 16 countries. 6/5/2006 PC Technology http://www.instat.com/catalog/Scatalogue.asp?id=68#IN0603345SI This report looks into US business computing users. The primary data was derived from a survey developed for In-Stat’s Technology Adoption Panel (TAP). 5/19/2006 Multimedia & Interface Technologies http://www.instat.com/catalog/Ccatalogue.asp?id=99#IN0601964RC Ultrawideband technology (UWB) is the most recent fruition of greater trends in wireless technologies. The Personal Area Network (PAN) has been waiting for a wireless solution to complement the established wired applications. UWB merges low-power, and high data transfer rates. The basis of UWB is large center frequencies. 5/16/2006 Intel Processors http://www.instat.com/catalog/Scatalogue.asp?id=86#IN0601752IN This report highlights Intel’s financial performance, changes in business strategy, manufacturing and technology developments, and product strategies for 2005, with In-Stat outlooks in each area for 2006. The report provides details on new products, future product roadmaps, Intel’s strategy for each product segment, and major developments by its key competitors. The report also provides an analysis of economic and industry developments with a projection of future growth rates. 5/12/2006 Wireless Infrastructure http://www.instat.com/catalog/Wcatalogue.asp?id=29#IN0602931GW The cellular infrastructure contract awards are an excellent indicator of the state of the cellular infrastructure market, as well as a good barometer of the next 2 to 3 years. 5/11/2006 Digital Home http://www.instat.com/catalog/Ccatalogue.asp?id=99#IN0603256RC In-Stat completed a survey in February 2006 with broadband users to determine interest levels, and current use of, various digital home client devices and home networking applications. Although media networking is growing, many owners of Media Center PCs, or PCs with TV tuners, are still not using them for recording TV broadcasts. 5/11/2006 Semiconductor Logic Markets http://www.instat.com/catalog/Scatalogue.asp?id=68#IN0603187SI This report presents a detailed analysis of the Field-Programmable Gate Array (FPGA) market. The FPGA represents the largest segment in the User-Programmable Logic (UPL) Market, as defined by the SIA. FPGAs are targeted at a wide variety of purposes, ranging from simple glue logic in a number of low-cost products, to development platforms for much higher-complexity designs. 5/4/2006 Emerging Semiconductor Chips and Applications http://www.instat.com/catalog/Scatalogue.asp?id=280#IN0603148ESCA Mobile handsets constitute the largest single opportunity for component suppliers outside the personal computer market. 5/4/2006 Asia Semiconductor & Electronics Manufacturing http://www.instat.com/catalog/Scatalogue.asp?id=239#IN0603335ASM Over the years, India has established itself as a strong player in the area of semiconductor design services. However, despite housing the design and development centers for almost all major IDMs and fabless companies, the country has yet to see a world-class semiconductor manufacturing facility. 4/21/2006 Multimedia & Interface Technologies http://www.instat.com/catalog/ccatalogue.asp?id=161#IN0602962MI The Universal Serial Bus (USB) continued its success in 2005, with devices shipping in the PC, PC peripheral, consumer electronics (CE), and communications segments. There are a number of USB types serving applications in these various segments, including low-, full-, and high-speed USB, as well as the newest entrant, wireless USB (WUSB). 4/20/2006 China Semiconductor & Electronics Manufacturing http://www.instat.com/catalog/Scatalogue.asp?id=242#IN0602551CSM The driving government force in China’s semiconductor industry is gradually being surpassed by market demand: China’s domestic semiconductor demand will increase at a CAGR of 21.0% y-o-y growth in 2005–2009. 4/20/2006 Emerging Semiconductor Chips and Applications http://www.instat.com/catalog/Scatalogue.asp?id=86#IN0603330IN With the launch of the Origami and Ultra Mobile PC programs by Microsoft, Intel, Samsung, Founder, and ASUS, the UMPC has taken center stage as a new PC platform. 4/20/2006 Asia Semiconductor & Electronics Manufacturing http://www.instat.com/catalog/Scatalogue.asp?id=239#IN0602727ASM Apart from the low-cost electronic assembly and manufacturing, the large demand for computers, mobile handsets, and sophisticated consumer electronic items in Asia are also responsible for bringing system manufacturers to set up base in this region. Hence, the intensifying electronics production in Asia and the increasing semiconductor content across application segments have made Asia the largest semiconductor market in the world. 4/20/2006 Intel Processors http://www.instat.com/catalog/Scatalogue.asp?id=86#IN0602982IN Intel uses the Intel Developer Forum (IDF), held twice a year in San Francisco in addition to other sites around the world, to introduce new products, technologies, and strategies, as well as those of its partners. 4/14/2006 MEMS Markets & Technologies http://www.instat.com/catalog/Scatalogue.asp?id=280#IN0603149ESCA Business results for the MEMS industry were mixed in 2005: many companies did very well, while others did not. In fact, it appears that start-ups fared much better than their larger, multinational counterparts, with many smaller firms experiencing considerable sales and/or business development momentum. 4/12/2006 Portable & Emerging Consumer Products http://www.instat.com/catalog/Ccatalogue.asp?id=27#IN0603155ID The worldwide market for Flash-based and Hard Disk Drive (HDD)-based players reached 140 million units in 2005, up from 35 million units in 2004. Expectations for this market are high, with In-Stat forecasting unit shipments to reach 286 million by 2010. 4/10/2006 Intel Processors http://www.instat.com/catalog/Scatalogue.asp?id=86#IN0603326IN In a surprising move, Dell made an out-of-character acquisition of a much smaller PC developer of high-end systems called Alienware. Announced on March 23, 2006, the acquisition itself seems to be a big to do about nothing. 3/27/2006 Multimedia Entertainment Equipment http://www.instat.com/catalog/Ccatalogue.asp?id=162#IN0603107ME Both DVD players and recorders are growing, in terms of sales, globally. The DVD player market benefits from versatility in form factors. DVD players can be seen in portable renditions, integrated with VCRs, or in the back panel seats of SUVs. While DVD recorders have come down in price, there is still delineation in the pricing of DVD players and DVD recorders-each represents a different value proposition. 3/22/2006 Intel Processors http://www.instat.com/catalog/Scatalogue.asp?id=86#IN0602978IN This report spotlights the most innovative processors of 2005 in the Desktop/Mobile PC and Server categories. Only chips that were released for production shipments during the calendar year were eligible to be selected as nominees. The nominations were based on the best public information available to our analysts in December 2005. The report begins with two award articles naming the winners of the Microprocessor Report Analysts' Choice Awards for 2005. 3/21/2006 China Semiconductor & Electronics Manufacturing http://www.instat.com/catalog/Scatalogue.asp?id=239#IN0602407ASM With 300mm fabs ramping up operations after 2004, Asia’s semiconductor manufacturing capacity has continually grown, especially in Taiwan. With Taiwan building up its DRAM and foundry capacity over the years, it has become the highest fab density area worldwide. Semiconductor manufacturing in China is also picking up the pace, with sturdy local IC design industry and an emerging domestic market, which will support Chinese foundries. 2/23/2006 Reed Electronics Research http://www.instat.com/catalog/Scatalogue.asp?id=184#IN0603240RE This edition of the West Europe volume of the "Yearbook of World Electronics Data" presents a review of the world electronics industries and markets with detailed estimates and forecasts of the size of the production and markets for electronic equipment and components in each country. Software and services are not included in the "Yearbook" series. Section 2 covers summary data with an economic overview, electronics market overview, and quick-reference European summary tables with Import-Export data, production and market totals for the major electronics sectors and products in US dollars. Section 3 presents detailed country data for each of 16 West European countries including subsets for computing, communications, industrial and component markets and production. 2/23/2006 Intel Processors http://www.instat.com/catalog/Scatalogue.asp?id=86#IN0603239IN Is Itanium really worth the continued investment by Intel? The product is hailed by its customers but often trounced by the media and Wall Street. This brief reviews the history and issues surrounding the Itanium product line, Intel's options, and the likely course of the product's future. 2/22/2006 China Semiconductor & Electronics Manufacturing http://www.instat.com/catalog/Scatalogue.asp?id=242#IN0603216CSM RFID has arrived in China in an unprecedented manner: In-Stat forecasts that over 100 million tags shipped in 2005, and more than 2.9 billion tags will be shipped by 2009. Major RFID usage will be first on human ID, and then on product ID. The issuance of an RFID tag inlaid resident ID card by the Ministry of Public Security to over 1.3 billion people starting in 2004, is one of the biggest RFID projects in the world. 1