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;
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;
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.