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Market Research Report - 237362

CY2014-Q1 2015 Combined Semiconductor Timing Report and Analysis

Published by Consulting Services & Associates
Published Content info (Bundle of 2 Reports)
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CY2014-Q1 2015 Combined Semiconductor Timing Report and Analysis
Published: April 16, 2015 Content info: (Bundle of 2 Reports)


Like any reporting and analysis, the numbers presented depend upon what you are counting and how you differentiate and segment in order to create TAM's and breakdowns that are accurate and relevant to the industry. CS &A has 100% focus in Semiconductor Timing, which we breakdown into three basic segments;

1. Crystals (Xtal's) and Oscillators:

  • a. Quartz, MEMS, SAW, and Compensated CMOS Technologies
    • i. Standalone Quartz and MEMS
    • ii. XO's
    • iii. TCXO's
    • iv. VCXO's
    • v. OCXO's
    • vi. OCSO's

2. Semiconductor Clock and Timing:

  • a. Traditionally the IC side of the business, these solutions are designed in support of an External Crystal where a PLL is typically employed as a multiplier
    • i. Oscillators
      • 1. Die sales into FCP
    • ii. Synthesizer / Frequency Generators
      • 1. Die Sales into FCP
      • 2. Commodity, Precision, and Ultra-Precision class designs
      • 3. Now includes Macro Timing (this is a new category)
        • a. Integrated (Partial and Full) clock trees
          • i. Crystal + Osc. + Freq. Gen + Fan out + DC and control
    • iii. Zero Delay Buffers
    • iv. Non-Zero Delay Buffers
      • 1. Fan out and Distribution Buffers
    • v. Real Time Clocks
    • vi. Specialty Solutions
      • 1. Programmable Skew
      • 2. Redundancy and Fail Safe
      • 3. Waveform Integrity
        • a. Jitter Attenuation

3. RF Timing Components and Modules:

  • a. This section is included in the Semi Clock & Timing Report / Analysis
  • b. Typically associated with Frequencies >800MHz
  • c. VCO's
  • d. PLL's
  • e. Discreet PLL Elements for high frequency

CS &A provides several reports that provide focus into these product categories/classifications that we employ and these “buckets” are pretty much agreed to by the supplier and consumption bases;

  • 1. Crystal & Oscillators
  • 2. Semiconductor Clock & Timing
  • 3. Combined Semiconductor Timing
    • Focus Reporting;
  • 4. 32KHz and Real Time Clocks
  • 5. Semi Timing Opportunities in Communications Infrastructure and Backhaul
  • 6. High End Timing and RF Filters

We believe this portfolio of reports provides a full and complete review and analysis for the entire Semi Timing Market based upon the reports defined and described above. We note that the RF Timing coverage is included in the Semiconductor Clock and Timing Report since we see architectures that are in line with definitions accepted by the industry - biggest differentiator today for RF is frequency (>800MHz).

CS &A employs a unique methodology in our reporting; dubbed Top Down / Bottoms Up, we obtain top down data and information defined as; the number of systems shipped in a given application within a defined market segment (Consumer, Computing, Communications, Industrial) in a given consecutive 12 months defined as the calendar year Vs. Fiscal Year which may have different dates bracketing their financials. We then apply the Bottoms up factors; to review the specific use case and system level application, and determine what type/category of Semiconductor Timing solutions employed in that design, we research channels and obtain a weighted device $ASP in high volume (typically 1 M pcs), and roll up the number to form a TAM for that product within a defined segment, down to a specific use case / solution for that specific application. This methodology has been employed by Timing Industry Marketing Management and technical procurement folks on the consumption side for many years now, and has been accepted as The credible standard today.

CS &A also works our resources to get online to gather & review RSS feeds in real time, research public domain information for which, CS &A has developed some unique tools to aid in our work. CS &A performs supplier interviews both via web / phone conferencing and direct visits into the WW supplier base, making visits to Marketing, Operations, and Management in order to maintain the high level we set for ourselves. Supplier surveys are sent out every year with a very high rate of return giving us good actual numbers as a starting point and then subsequently validate & factor for one or more of a multitude of potential reasons in order to yield a credible and meaningful result.

Rising complexity and costs for developing and manufacturing IC devices has led to major consolidation of device makers and semiconductor equipment and material suppliers. In Semi Timing, like all semiconductors consolidation via MnA has changed the industry supply chain significantly and raises the stakes for those making the “silicon magic” that is enabling our digital world. The availability of digital devices, the ubiquitous tablets and smart phones, and the exciting possibilities of the Internet of Things (IoT) are forecast to increase growth in ICs again in 2015-16. Considering that semi timing tracks WW Semi consumption quite closely in volumes, increased device $ASP erosion has left the Semi Timing industry with significant impact. Despite increases in volumes in key areas of the industry has yielded almost flat results YoY for Timing over the last 3-5 years with the heaviest pressure on the XO suppliers having pricing driven down by start-ups and minority players.

For this current Report revision, CS &A has placed new and additional focus and resources on the realities of a changing supply chain ecosystem and in search of new directions for continued growth and inflection in the semiconductor manufacturing industry.

Table of Contents

Table of Contents

  • Limited License Agreement
    • Disclaimer
  • Preface
    • Summary
    • Some additional key Factoids for CY2014
  • Instrumentation - Avionics - Radar - Military and Aerospace Timing
    • Samsung and Apple Lead as Top Global Semiconductor Customers in 2014
  • Semi Equipment Status at the December closing
    • CAPEX in Semi Timing
    • Growth Continues into Q4CY2014 despite the pressures...
  • What is driving the Growth we see?
    • 2014 CE
  • Servers 2014
  • PC'S
  • Tablet Shipments see a measureable decline in Q4 2014 - A new Trend?
  • Base Stations 2014
    • Power Meters
  • A summary of The INTERNATIONAL CES 2015
    • The internet of Things (IoT) driving growth and spurring controversy
    • iPilot - Drones
    • Printing in 2015
    • 3D Printing
    • Actuals in SmartPhone Shipments
    • Microsoft 2015
    • Microsoft sees Surface revenue jump to $1.1B in Q2 2015, sells record 10.5M Lumia
    • smartphones
  • Video Gaming Hardware
    • Handheld Video Gaming
  • RF and Radio 2014
    • The fragile Spectrum Allocation we face in 2015
    • Chinese Brands: Not Just Cheap Phones
    • Set Top Boxes (STB's)
    • Data shows a healthy increase YoY
    • China's Over the top STB's continue the rise
    • DVR in 2015
    • DTV Shipments 2014
    • VoIP Shipments
    • Access Points
    • Expansion of Google Networks at a City Level
    • Cisco vs. Microsoft...vs. Google?
    • Broadcom - A harbinger of change for Semi Timing
    • Automotive Timing; new territory
    • What's driving change?
    • Impact on the auto industry
    • Industry imperatives
  • 2014 MnA; a very Busy and Active year !
    • Mega Chips acquires SiTime
    • ADI acquires Hittite
    • Micrel acquires Discera
    • Avago acquires LSI Logic
  • Other MnA
  • IBM to pay $1.5B to shed its costly chip division
  • CS &A forecasts a boom in sales of Cat4, Cat6 LTE chips
    • Wearables - a growth application for Timing
      • Timing chips for wearable applications: design and performance considerations
      • Home Router and Home Access Points
  • Timing Supplier Updates and Spotlight 2H CY2014
    • Exar Corporation
    • IDT
    • IDT 3Q FY results
    • IDT 2014 Semi Timing Specific Revenue estimates
  • The Changing mix of Product categories and Solutions in Semi Timing;
    • 32KHz and Real Time Clocking
  • Semiconductor Clock and Timing; THE NUMBERS for 2014-15
    • Semiconductor Clock & Timing Supplier Ranking by $Revenues
    • Semi Clock & Timing; A Changing Mix of Solutions
      • Volumes for Consumption CY2014 for Product Categories by Market and Application
    • Semiconductor Clock & Timing Product Category Definitions
  • Semiconductor Clock and Timing WW Consumption By Market Segment, Use case & Application;
  • WW Semiconductor Timing CY2014-15 TAM in $$USD
    • The Semiconductor Clock & Timing $Revenue Forecast by Product Category thru CY2019...
  • CY2014 - 15 Crystals and Oscillators
    • Xtal's & Oscillator's; Product Categories and Definitions
    • Crystal and Oscillator Product Category Breakouts
      • XOs XO; Crystal Oscillators
      • TCXOs Temperature Compensated Crystal Oscillators;
    • VCXO's
    • OCXOs
  • Crystal and Oscillator Market Summary
    • On the Compensated CMOS side;
    • kHz Growth moving forward
    • MHz Crystals slowing
    • Sand9 moving forward and making progress
  • Declining Markets
  • Xtal and Oscillator Supplier Rankings by $$Revenues
    • Market Shares
    • Crystals
    • XOs/MOs
    • TCXOs
    • VCXOs
    • OCXOs
  • Forecast Analysis
  • kHz Crystals
    • MHz Crystals
      • MHz Crystal Package Forecast
      • XOs/MOs
      • XO/MO Package Forecast
      • XO/MO Forecast by Stability
      • XO/MO Forecast by Output Type
      • TCXOs
      • TCXO ASP Forecast
      • TCXO Forecast by Stability
      • VCXOs
      • OCXOs
  • Quick Supplier Base Analysis
    • Crystal & Oscillator Supplier Matrix by Capabilities
    • Crystal & Oscillator Supplier Matrix by Product
    • Supply Base Changes - Mergers and Acquisitions
    • Supplier Mergers and Acquisitions
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