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CY2015-Q1 2016 Combined Semiconductor Timing Report (Crystal and Oscillator Report & Analysis plus Semiconductor Clock and Timing Report & Analysis)

Published by Consulting Services & Associates Product code 237362
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CY2015-Q1 2016 Combined Semiconductor Timing Report (Crystal and Oscillator Report & Analysis plus Semiconductor Clock and Timing Report & Analysis)
Published: May 23, 2016 Content info: (Bundle of 2 Reports)
Description

Global chip sales are off to a sluggish start in 2016, according to new figures from the Semiconductor Industry Association (SIA). Worldwide sales of semiconductors reached $26.9 billion in January, down 2.7% from December and down nearly 6% from the same period in 2015. "Global semiconductor sales decreased in January across most regional markets and product categories, largely due to softening demand and lingering macroeconomic headwinds," said John Neuffer, president and CEO of the SIA. "Despite these challenges, modest market growth is projected for 2016, following essentially flat sales last year."

What goes for Semiconductors as a whole, goes for Semi Timing too. In terms of trending anyway... We all have heard and know that the Processor is the “Brain” behind the system, but few understand that it is the Clock signal that acts as the Heart, and the clock signal is the engine that steps each move the Processor makes. Categorized as an Analog Mixed Signal Semiconductor design, when looking at the markets, use cases and applications or doing any research and/or analysis you must first consider exactly what you are counting in the mixes...

CS &A LLC has, over the more than 10 years since we made entry, been very careful when looking at the whole or sub-segments that actually make up this high valued Analog Mixed Signal Semi TAM. As such we have developed a now widely accepted set of definitions, associations and segmenting that has become known and accepted as the most accurate model today for Semiconductor Timing.

Representing a WW TAM in excess of ~$4.8 Billion USD for CY2015, we continue to see evolution and change to this dynamic semi segment.

Since the Electronics Industry was founded, Semi Timing has expanded from traditional simple Quartz based designs into several technologies and designs. At the high water mark, in 2005, the Semi Timing Industry alone supported 166 suppliers in the Worldwide supply chain, creating, manufacturing, and producing extremely high volumes since you find Semi Timing Solutions in 100% of all Synchronous Systems across multiple Timing Domains ranging from the Processor/Memory, to Hi speed serial I/O, to Physical layer and MAC Timing, and especially Time of Day (TOD), where the 32KHz frequency reference along with the Real Time Clock (RTC) dominates in volumes and has become a ubiquitous item in most systems today.

Personally, I have had the pleasure of working in Semi Timing in one aspect or another for most of my career. I have been described by my peers as: “BC”, or before chips, and yes, I go back even beyond solid state too, and started with Tube theory and we had some new germanium diodes in the lab, but our designs were all discreet mixed signal designs... Things in this arena have evolved, expanded, been added to, and have been, for the most part, fully characterized; so today we have a mature, well balanced industry with stable mature processes, technologies, manufacture, assembly, testing, and distribution channels into a standalone, high valued Semiconductor Segment today, as noted worth more than $5 Billion USD. Things though, have changed...

In 2016 we see a contracted supplier base with fewer than 70 suppliers worldwide. Not through failure, but almost exclusively via MnA activities at unprecedented levels yielding a mature, streamlined segment. Today from a Technology standpoint, we have gained a lot of experience and knowledge surrounding SAW, and Quartz, and continue to learn as we go pushing the envelope, especially with MEMS and Compensated CMOS as well. We have seen use cases expand recently that have continued to open markets and application to levels of stability with variances measured in the low ppb! STRATUM 3, 2, and STRATUM 1 compliance can be achieved today with either of these technologies, most in some form of ovenized situation and design, and indeed we do see MEMS products in this space now with more coming in 2016.

In the end, TAM numbers reflect what you count, where and how you count it, and how you validate as well...

At CS &A LLC, we have split Semiconductor Timing into three distinct sub segments that when combined, have coverage for all targeted segments. Widely accepted by Industry and academia, these definitions have withstood test after test.

1. Crystals and Oscillators

2. Semiconductor Clock and Timing

3. RF Timing components and Modules;

SAMPLE

**Standard Timing Frequency Range= DC to 800 MHz, Traditionally, RF Timing begins, Typically at 1GHz...

Simplified Definitions; Class of Solution; SEMI TIMING

Simplified, the above chart gives some guidance to these critical definitions since they directly impact the positioning and the associated $Value Added Appreciation Factor, which creates and sets the trending for the effective $Pricing, and also impacts the resulting device $ASP over volume... What CS &A says is to maintain your value added! Anyone can cut the price to meet comp, and it takes little to no planning to do so, especially if one considers the current socio economic conditions as well, and how this seemingly small event can cause ripples all the way thru the fabric of our industry. This is, we consider to be, a drastic action, and an unhealthy one at best. There is much to say both for and against

Table of Contents

Table of Contents

1. Limited License Agreement

  • 1.1. Disclaimer

Preface

  • 2.1.1. MacroTiming becomes more widely accepted
  • 2.1.2. SiTime acquisition still reverberating loudly

3. CE drives the Volumes

  • 1. MARKETS, USE CASES, & APPLICATIONS
    • 3.1. 2015 WHAT'S DRIVING / LIMITING, SEMICONDUCTOR TIMING MOVING FORWARD

4. The Short List review and Summary for Key and Driving Semiconductor Timing Solutions

  • 4.1. USE CASES & APPLICATIONS

5. Server Shipments - The trending is clear

  • 5.1. 2015 Shipment summaries
    • 5.1.1. JEDEC Defined REGISTERED Memory modules (RDIMM's)

6. COMPUTING SEGMENT

  • 6.1. COMPUTING - MOTHERBOARD
  • 6.2. COMPUTING, NON-MOTHERBOARD

7. CE TIMING

  • 7.1.1. Printer Timing
  • 7.1.2. 3D Printers

8. Set Top Boxes and DTV

  • 8.1. STB's
    • 8.1.1. TAM & Forecast
    • 8.1.2. DVR
    • 8.1.3. DTV
  • 8.2. IMAGING
    • 8.2.1. Projection

9. NAVIGATION SYSTEMS

10. TRANSPORTATION

11. SmartPhone Timing

12. Wearables - new and hard driving app's adds use cases and volume to the mix

  • 12.1.1. Watches and Smartwatches - fantastic Growth moving forward

13. Printers

  • 13.1.1. Printer Segment Highlights
  • 13.1.2. Vendor Highlights
  • 13.1.3. 2015 Printer Market Vendor Splits

14. STORAGE Systems; Enterprise Drives, RAID ARRAY's, SSD

  • 14.1. A few thoughts for moving forward
    • 14.1.1. Early Year demand continues to expand:
    • 14.1.2. More evidence of the downturn as we see the volume hit in the closing Quarter of the year
    • 14.1.3. Capacity Shipped Hit Record as Average HDD Capacity Is Increasing
    • 14.1.4. Average HDD Costs Around $60
    • 14.1.5. Western Digital Retains Leadership Position
    • 14.1.6. Shipments of Client HDDs Decline
    • 14.1.7. Sales of External HDDs and NAS Remain Strong
    • 14.1.8. Consumer Electronics Remains a Sizeable Market for HDDs
    • 14.1.9. Sales of Enterprise HDDs Remain High
    • 14.1.10. Final Words
    • 14.1.11. SSD's
    • 14.1.12. Seagate Technology
    • 14.1.13. Summary
  • 14.2. RAID Systems
    • 14.2.1. Methodology and Important Notices
    • 14.2.2. Historical TAM data comes from financial reports of Seagate and Western Digital.

15. Game Consoles - Still a moving target for Semi Timing

  • 15.1. Now, For Something Completely Different: Hi Speed Data Acquisition Timing; A new market opportunity becoming more attractive

16. STABILITY AND ACCURACY; Key specs for Value Added Determination...

17. 2016 SEMICONDUCTOR TIMING KEY SUPPLIER REVIEWS AND SPOTLIGHT:

  • 17.1. Semi Timing MnA historical transactions

18. Epson Electronics America, Inc. (EEA)

  • 18.1.1. Epson's 2015 Performance overview
  • 18.1.2. Epson Makes New Technology Announcements for Semi Timing

19. Sand9 MEMS, another one gone in 2015

20. Micrel

  • 20.1. Microchip shows up again

21. Integrated Device Technology Inc. (IDTI)

  • 21.1.1. IDT Positioning
  • 21.1.2. The VersaClock™ Series expands
  • 21.1.3. IDT Revenue Breakouts and Summaries for Semi Timing; CY2013 - CY2015 Actuals

22. Texas Instruments

  • 22.1.1. TI 2015 Target Markets
  • 22.1.2. TI RF Timing Components, IC's, and Modules
  • 22.1.3. Estimated TI Semiconductor Timing $Revenues for CY2015

23. Pericom - 2015 was a time for change...

24. Applications Consumption; CY2015 Actuals

  • 24.1.1. FORWARD
  • 24.2. CY2015 Semiconductor Timing Revenue Supplier Ranking
  • 24.3. 2015 Supplier $$Revenue Ranking and TAM reporting w/Combined WW Overall TAM Value
  • 24.4. CONSUMER ELECTRONIC SYSTEMS (CE TIMING)
    • 24.4.1. CE TIMING BREAKOUTS and SPLITS
  • 24.5. COMMUNICATIONS TIMING
    • 24.5.1. COMM'S TIMING SPLITS AND BREAKDOWNS_2015 ACTUALS
  • 24.6. COMPUTING TIMING
    • 24.6.1. 2015 PC AND GAMING SYSTEM BREAKOUT AND SPLITS
  • 24.7. Industrial Semi Timing
  • 24.8. RF TIMING
    • 24.8.1. High end OEM RF Timing Suppliers include;
    • 24.8.2. RF MODULE PROVIDERS (Tier 1 & Tier 2 Players) ...
  • 24.9. RF Timing Consumption (Actuals)

25. Forecast

26. CY2015 Crystals and Oscillators

  • 26.1. Preface
  • 26.2. Quartz Crystals
  • 26.3. XO's, MO's, and ASO's
  • 26.4. XO's - Quartz Based Technology
  • 26.6. MO's - MEMS based Oscillators
  • ASO's - Compensated CMOS
  • 26.8. Tcxo's
  • 26.9. VCXO's
  • 26.10. OCXO / OCSO's

27. FORECAST

28. CLOSING SUMMARY

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