Market Research Report
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|
|Published||Content info||(Bundle of 2 Reports)
Delivery time: 1-2 business days
|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)||
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.
**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