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European Semiconductor Industry Service
\blume I—Regional Data
DataQyest n r n a company of J i i l i TheDun&BradstreetCorpcHation
1290 Ridder Parit Drive San Jose, California 95131-2398
(408) 437-8000 Telex: 171973
Fax: (408) 437-0292
UNITED KINGDOM Dataquest Europe Limited
Roussel House, Broadwater Park
Denham, Uxbridge, Middx UB9 5HP England
0895-835050 Telex: 266195
Fax: 0895 835260-1-2
GERMANY Dataquest Europe GmbH
Rosenkavalierplatz 17 D-8000 Munich 81
West Germany (089)91 10 64 Telex: 5218070
Fax: (089)91 21 89
Sales/Service Offices:
FRANCE Dataquest Europe SA
Tour Gallieni 2 36, avenue Gallieni
93175 Bagnolet Cedex France
(1)48 97 31 00 Tfelex: 233 263
Fax: (1)48 97 34 00
JAPAN Dataquest Japan, Ltd.
Taiyo Ginza Building/2nd Floor 7-14-16 Ginza, Chuo-ku
Tokyo 104 Japan (03)546-3191 Telex: 32768
Fax: (03)546-3198
EASTERN U.S. Dataquest Boston
1740 Massachusetts Ave. Boxboiwugh, MA 01719-2209
(508) 264-4373 Telex: 171973
Fax: (508) 635-0183
KOREA Dataquest Korea
Daeheung Bldg. 505 648-23 Yeoksam-dong
Kangnam-gu, Seoul 135 Korea 011-82-2-552-2332
Fax: 011-82-2-552-2661
The content of this report represents our interpretation and analysis of information generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients.
This information is not furnished in connection with a sale or offer to sell securities, or in connection with the solicitation of an offer to buy securities. This firm and its parent and/or their officers, stockholders, or members of their families may, from time to time, have a long or short position in the securities mentioned and may sell or buy such securities.
Printed in the United States of America. All rights reserved. No part of this publication may be reproduced, stored in retrieval systems, or transmitted, in any form or by atny means—mechanical, electronic, photocopying, duplicating, microfilming, videotape, or otherwise—without the prior written permission of the publisher.
© 1990 Dataquest Incorporated
Introduction to the Service
EUROPEAN SEMICONDUCTOR INDUSTRY SERVICE
Dataquest's European Semiconductor Industry Service (ESIS) is a comprehensive information service covering the European semiconductor industry. It is a product-oriented, executive-level perspective intended to assist with strategic decisions of key executives and product managers of semiconductor manufacturing companies, suppliers to the semiconductor industry, semiconductor users, and other businesses or institutions interested in the semiconductor industry. The service consists of the following:
• Data-base reference notebooks containing sections that are continually revised and updated as developments occur or additional information becomes available
Research newsletters and bulletins on current industry issues and events
An inquiry service providing access to Dataquest's European Components Group Client Inquiry Center and access to the European Components Group Research Staff
The IC Europe monthly report, providing timely information on European high-technology industries and 1992
An annual conference in Europe, with industry experts discussing developments of current interest and importance
Access to Dataquest's semiconductor on-line information service and The DQ Mondav Report, providing pricing and lead-time updates
Access to Dataquest's European semiconductor library resources
SERVICE STRUCTURE
The service analyzes and reports on the products, markets, and major companies in the semiconductor industry in Europe as a whole and in individual countries. The service does the following:
• Provides semiconductor consumption forecasts in the following ways:
By product technology
By product function
By application market—includes data processing, communications, industrial, military, consumer, and transportation
ESIS Volume 1 © 1989 Dataquest Incorporated February 0002664
Introduction to the Service
Analyzes European semiconductor markets for the following regions:
Benelux—includes Belgium, Luxembourg, and the Netherlands
France
Italy
Scandinavia—includes Denmark, Finland, Norway, and Sweden
United Kingdom and Ireland
West Germany
Rest of Europe—includes Austria, Portugal, Spain, and Switzerland
Identifies services and suppliers to the European semiconductor industry
Analyzes the forces affecting the European semiconductor market, such as:
Supply and demand
Technological developments
- Economic issues
Government policies
Distribution
SERVICE ORGANIZATION
Volume I
Volume I contains separate sections for each of the European geographical regions covered by the service, and each regional section covers the following topics:
• Overview—discussion of the economic environment
• Semiconductor Device Markets—analysis of the local markets by technology and function
© 1989 Dataquest Incorporated February ESIS Volume I 0002664
Introduction to the Service
• Application Markets—analysis of local application markets for semiconductors in data processing, communications, industrial, consumer, military, and transportation sectors
• Plant Locations—manufacturing locations by company within the region
• Design Center Locations—semiconductor design center locations by company for the region
Volume n
Volume II, which discusses Europe as a whole, is divided into the following topics:
European Overview—covers analysis of trends in capital and research and development expenditures, venture capital, and government and private investment; discusses the European economic environment and channels of distribution
Semiconductor Device Markets—analyzes the European market for integrated circuits, discrete devices, and optoelectronics, by technology and function
Semiconductor Application Markets—analyzes the European application markets for semiconductors in data processing, communications, industrial, consumer, military, and transportation sectors
Major Users—analyzes the major semiconductor users in Europe
Services and Suppliers to the Semiconductor Industry—identifies the key services and suppliers to the European semiconductor industry: assembly services, capital equipment suppliers, design services, materials suppliers, testing services, and wafer fabrication services
Memory—analyzes the European memory semiconductor markets
Microcomponents—analyzes the European microcontroller, microprocessor, and microperipheral markets
Volume in
Volume III, which contains the company-related data, is divided into the following topics:
• European Plant Locations—lists the plant locations for all major semiconductor manufacturers
ESIS Volume I © 1989 Dataquest Incorporated February 0002664
Introduction to the Service
• European Design Center Locations—lists the design center locations for worldwide semiconductor companies in Europe
• European Semiconductor Production—analyzes wafer fabrication in Europe
• Company Profiles—profiles selected companies active in Europe
Also included in Volume III are Dataquest's Market Share Estimates, which consist of the following:
• Worldwide market shares of European companies
• European market shares of:
European companies
U.S. companies
Japanese companies
Rest of World companies
Other Components
The ASIC binder contains quantitative and qualitative analyses of the European gate array, cell-based IC, programmable logic, and full-custom businesses.
IC Europe is a monthly report on European high-technology industry. It covers a monthly update to the status of the industry, industry highlights, research update, semiconductor pricing and analysis, a thought for the month, and a monthly update on events leading up to 1992.
The Newsletters 1988-89 binder contains industry newsletters and bulletins devoted to current topics of specific European interest.
In addition. Volumes I, II, and III contain yearly exchange rate tables. The quarterly exchange rate newsletter may be found in the newsletter volume.
SERVICE FEATURES AND PROCEDURES
Service Sections
The document preparation date is shown at the bottom of each page. Sections are updated on a regular basis, and filing instructions are sent with the new updates.
© 1989 Dataquest Incorporated February ESIS Volume I 0002664
Introduction to the Service
Newsletters
Newsletters are published regularly throughout the year and should be filed in the latest newsletter volume. The newsletters provide executive summaries of key industry events and serve to underscore significant changes in the reference material presented in the data-base notebooks. In addition, newsletters of an analytical nature are published periodically on a variety of topics not regularly covered in the service.
Inquiry Privilege
There are two forms of inquiry available to the client: access to Dataquest's European Semiconductor Inquiry Center and access to the ESIS semiconductor staff. The registered binderholder has the privilege of direct access to the Inquiry Center, where the staff provides assistance in finding and interpreting material in the data notebooks or other Dataquest-published material. In addition, binderholders have access to the European Semiconductor Industry Service research staff; this privilege allows the client to seek additional commentary on or clarification of the published material, although it is not intended to provide individualized custom research. Using this feature of the service, clients may interact with industry experts on a one-to-one basis to discuss attitudes and opinions about topics covered in the service.
Annual Conference
Each year Dataquest's European Semiconductor Industry Service hosts a two-day conference. In this forum, leading experts and decision makers throughout the industry share their views on the future and on critical external issues affecting the growth of the European semiconductor business. The conference allows executive-to-executive communication about important topics through formal presentations, workshops, and informal discussion periods.
Dataquest's Library Services
Dataquest's library services offer comprehensive secondary research materials covering the full spectrum of high-technology companies, markets, and industries tracked by Dataquest.
Semiconductor On-Line Information
All our clients receive ESIS On-line and the DO Monday Report as part of the service. The ESIS On-line service holds the ESIS data base, enabling clients receive immediate updates to the data base. The DO Mondav Report gives updates of prices and lead times for 25 selected semiconductor devices. Prices are reported for the United States, Europe, Japan, Taiwan, Hong Kong, and Korea for IK, lOK, and contract quantities.
ESIS Volume I © 1989 Dataquest Incorporated February 0002664
Introduction to the Service
PRODUCT TECHNOLOGY DEFINITIONS
Dataquest divides the total semiconductor market into integrated circuits, discrete devices, and optoelectronic devices. These categories are further segmented as shown on the following pages.
Integrated Circuits OCs)
ICs include bipolar devices, MOS devices, and analog devices, broken down as follows:
• Bipolar—bipolar memory, bipolar logic
Bipolar Memory—ECL RAM, ROM, PROM, flip-flops, latches, register files, shift registers
Bipolar Logic—bipolar ASIC, bipolar standard logic, bipolar other logic
Bipolar ASIC—includes gate arrays, PLDs (programmable logic devices), CBICs (cell-based ICs) and full-custom
Bipolar standard logic—includes TTL, ECL, and other family logic, as well as TTL-compatible SSI, MSI, LSI; CML, ECL, I2L, ISL, STL with TTL levels; standard, AS, FAST, LS, ALS lines; ECL-compatible SSI, MSI, LSI; RTL and DTL
Bipolar other logic—includes ASSPs (application-specific standard products), bipolar bit-slice (e.g., 2900, 29300 families), ALU, control unit, multiplier, floating point, digital filters; also includes bipolar support chips and chip sets for MPUs
• MOS—MOS memory, MOS microcomponents, MOS logic
MOS Memory—DRAM, SRAM, ROM/other
DRAM—Dynamic RAM
SRAM—Static RAM
ROM/other—includes ROM, PROM, EPROM, EEPROM, flip-flops, latches, register files, shift registers
MOS Microcomponents—MOS microprocessor, MOS microcontroller, MOS microperipheral, DSP
© 1989 Dataquest Incorporated February ESIS Volume I 0002664
Introduction to the Service
Microprocessor (MPU)—includes all microprocessors such as Intel X86 family, Motorola 68XXX family, RISC
Microcontroller (MCU)—includes single-chip controllers such as Intel 8051 and Motorola 68HC05
Microperipheral (MPR)—includes MPU support chips used in system support (e.g., timer, interrupt control, DMA, MMU), peripheral controllers (e.g., disk, graphics display, CRT, keyboard), communications controllers (e.g., UART); also includes MOS chip sets for MPU support, LAN coprocessors, accelerator coprocessors (e.g., floating-point unit, graphics coprocessor, image processor)
Digital signal processor (DSP)—includes single-chip DSPs, MOS bit-slice, ALC, mulipliers, accumulators, and digital filters
MOS Logic—MOS ASIC, MOS standard logic, MOS other logic
MOS ASIC—includes gate arrays, PLDs (programmable logic devices), CBICs (cell-based ICs), and full-custom
MOS standard logic—includes MOS family logic such as HC, HCT, and FACT lines
MOS other logic—includes application-specific standard products (ASSPs) (e.g., motor control ICs); also MOS ALC, MAC, digital filters, and other building blocks
Analog (linear)—monolithic, general-purpose, specialty-purpose, analog ASIC, hybrid
Monolithic—includes bipolar and MOS monolithic linear ICs with more than 50 percent analog circuits by area on the die
- General-purpose—includes input/ouput and power applications
- Specialty-purpose—includes telecommunications and consumer applications
Analog ASIC—includes linear arrays, linear CBIC, and linear full-custom
Hybrid—includes hybrid packages sold by semiconductor vendors, used mostly in linear applications
ESIS Volume I © 1989 Dataquest Incorporated February 0002664
Introduction to the Service
Discrete Devices
Discrete devices include transistor, diode, thyristor, and other discrete devices, as follows:
• Transistor—includes small signal and power transistors, and field effect transistors (FET)
• Diode—includes small signal and power diodes, Zener diodes, and rectifiers
• Thyristors—includes all unidirectional and bidirectional thyristors
• Other discrete—includes tunnel and varactor diodes, microwave diodes, and other polycrystalline devices
Optoelectronic Devices
Optoelectronic devices include light-emitting diodes (LEDs), infrared lamps, LED displays, laser devices, optoelectronic couplers, and sensors (photo diodes, selenium rectifiers, solar cells). They exclude LCD displays and incandescent and fluorescent lamps and displays.
APPLICATION MARKET DEFINITIONS
Dataquest segments and defines the semiconductor application markets as follows:
• Data Processing—This includes all equipment whose main function is flexible information processing. Included in this segment are all personal computers, regardless of price, distribution, or use in the office, education, or home environment.
• Communications—Within the communications market, Dataquest classifies telecommunications as a subsegment that consists of customer premises and public telecommunications equipment. The other communications categories include radio, studio, and broadcast equipment.
• Industrial—The industrial segment includes all manufacturing-related equipment, including scientific, medical, and dedicated systems.
• Consumer—This is equipment that is designed primarily for home or personal use, the primary function of which is not flexible information processing. Audio and video equipment and appliances are typical examples of equipment that is classified in the consumer application market.
© 1989 Dataquest Incorporated February ESIS Volume I 0002664
Introduction to the Service
• Military—Military electronic equipment is primarily defense-oriented electronic equipment and is classified by major budget area. It does not include all electronic equipment procured by the government because such a breakout would double-count equipment that logically belongs in other market segments.
• Transportation—This segment consists mainly of automotive and light truck electronics. This designation leaves room to analyze other markets, such as off-highway equipment, that are potentially large users of semiconductors.
Further definitions of these segments are included in the European Semiconductor Applications Market (ESAM) binder.
ABOUT DATAQUEST
Dataquest's research covers an entire generation of high-technology industries, with a primary focus on the following six broad areas:
Semiconductors
Information systems
Peripherals
Office equipment
Industrial automation
Telecommunications
Within these primary areas, Dataquest tracks and serves more than 25 separate industries.
Dataquest provides a comprehensive line of products and services designed to meet the varying research and analysis needs of corporate decision makers. The products include the following:
• Industry services similar in nature to the European Semiconductor Industry Service
• Executive and Financial Programs—A series of business opportunity and technology advisory programs specifically designed for senior executives involved in high technology
• Focus Reports—Highly detailed landmark publications on specific issues of topical interest
ESIS Volume I © 1989 Dataquest Incorporated February 0002664
Introduction to the Service
Newsletters—General overviews and analyses of specific industries or markets
Product Specification Guides
Who's Who Industry Guides
Consultancy
DATAQUEST LOCATIONS
The European Components Group (ECG) has its headquarters in our London office, and clients in Europe should address their inquiries to that office. ECG also maintains staff in our San Jose office, and inquiries from subscribers in the United States can be addressed there.
Dataquest Incorporated 1290 Ridder Park Drive San Jose, California 95131-2398 USA Telephone: (408) 437-8000 Telex: 171973 Fax: (408)437-0292
Dataquest UK Ltd. 103 New Oxford Street 13th Floor, Centrepoint London WCl AIDD United Kingdom Telephone: (01) 379 6257 Telex: 266195 Fax: (01)240 3653
Dataquest GmbH Rosenka valierpl a t z D-8000 Munich 81 West Germany Telephone: (089) 91 1064 Telex: 5218070 Fax: (089) 91 2189
Dataquest Japan, Ltd. Taiyo Ginza Building/2nd Fir 7-14-16 Ginza, Chou-ku Tokyo 104 Japan Telephone: (03)546 3191 Telex: J32768 Fax: (03)546 3198 Dataquest SARL Dataquest Intelligent Electronics Tour Gallieni 36, Avenue Gallieni 93175 Bagnolet Cedex Frsncc Telephone: (1) 48 97 31 00 Telex: 233263 Fax: (1)48 97 34 00
10 © 1989 Dataquest Incorporated February ESIS Volume I 0002664
Table of Contents
Volume I
Title Page
INTRODUCTION'
Introduction to the Service
TABLE OF CONTENTS
Table of Contents Newsletter Index
1. BENELUX
1.1 Benelux Overview 1.2 Benelux Semiconductor Device Markets 1.5 Benelux Plant Locations 1.6 Benelux Design Center Locations
2. FRANCE
2.1 France Overview 2.2 French Semiconductor Device Markets 2.5 French Plant Locations 2.6 French Design Center Locations
3. ITALY
3.1 Italy Overview 3.2 Itahan Semiconductor Device Markets 3.5 Italian Plant Locations 3.6 Italian Design Center Locations
4. SCANDINAVIA
4.1 Scandinavia Overview 4.2 Scandinavian Semiconductor Device Markets 4.5 Scandinavian Plant Locations 4.6 Scandinavian Design Center Locations
^Titles in capital letters signify tabs.
ESIS Volume I ©1990 Dataquest Incorporated Febraary 0005964
Table of Contents
Volume I (Continued)
5. UNITED KINGDOM AND IRELAND'
5.1 U.K. and Ireland Overview 5.2 U.K. and Irish Semiconductor Device Markets 5.5 U.K. and Irish Plant Locations 5.6 U.K. and Irish Design Center Locations
6. WEST GERMANY
6.1 West Germany Overview 6.2 West German Semiconductor Device Markets 6.5 West German Plant Locations 6.6 West German Design Center Locations
7. REST OF EUROPE
7.1 Rest of Europe Overview 7.2 Rest of Europe Semiconductor Device Markets 7.5 Rest of Europe Plant Locations 7.6 Rest of Europe Design Center Locations
EXCHANGE RATE TABLES
Exchange Rate Tables
Volume II
Title Page
INTRODUCTION
Introduction to the Service
TABLE OF CONTENTS
Table of Contents Newsletter Index
'Titles in capiul letters signify tabs.
©1990 Dataquest Incorporated February ESIS Volume I 0005964
Table of Contents
Volume II (Continued)
1. EUROPEAN OVERVIEW
1.0 Capital Investment 1.1 R&D Investtnent 1.2 Venture Capital 1.3 Government and Private Investment 1.4 The European Economic Environment 1.5 Channel of Distribution
2. SEMICONDUCTOR DEVICE MARKETS
European Semiconductor Consumption Estimates 1984-1994 by Product and Technology* - Benelux - France - Italy - Scandinavia - U.K. and Ireland - West Germany - Rest of Europe
3. SEMICONDUCTOR END-USER MARKETS
3.0 Semiconductor End-User Markets
4. MAJOR USERS
4 Major Users 4.1 Electronic Equipment Company Revenue 4.2 User Company Profiles
5. SERVICES AND SUPPLIERS
5.0 Services and Suppliers to the Semiconductor Industry -Air Products and Chemicals, Inc. -Balzers -The BOC Group PLC -Compugraphic International -General Signal -LTX Corporation -MEMC Electronic Materials S.p.A. -Merck Group
jUtles in capital letteis signify ubs. In booklet fonnat
ESIS Volume I ©1990 Dataquest Incorporated February 0005964
Table of Contents
Volume II (Continued)
5. SERVICES AND SUPPLIERS' (Continued)
-Micro-Image Technology Ltd. -Monsanto Company -Olin Corporation -The Perkin-Elmer Corporation -Plasma Technology Ltd. -Teradyne Inc. -VG Instruments PLC -Wacker-Chemitronic GmbH
6.'
1.'
%.'
9. MEMORY
European MOS Memory Market— Consumption Forecast 1988-1994, Market Share Rankings 1988'
10. MICROPROCESSOR
10.1 Microcomponent Device Market 10.2 Microcomponent Device Supply
ECONOMIC DATA AND OUTLOOK
Economic Outlook Update 1988-1990' Economic Data and Outlook 1988-1989'
EXCHANGE RATE TABLES
Exchange Rate Tables
'Tities in cqiital letters ngnify tabs. In booklet fbnnat In transition
©1990 Dataquest Incorporated February ESIS Volume I 0005964
Table of Contents
Volume n i
Title Page
INTRODUCTION'
Introduction to the Service
TABLE OF CONTENTS
Table of Contents Newsletter Index
1. EUROPEAN PLANT LOCATIONS
1. European Plant Locations
2. EUROPEAN DESIGN CENTER LOCATIONS
2. European Design Service Locations
3. EUROPEAN SEMICONDUCTOR PRODUCTION
3. European Semiconductor Production 3.1 Wafer Fabrication
4. COMPANY PROFILES
4. Company f*rofiles A-B
Advanced Micro Devices, Inc. Analog Devices, Inc. ASEA Brov n Boveri Austria Mikro Systeme International GmbH
C-D E-F
Ericsson Components AB European Silicon Structures Eurosil Electronic GmbH Fujitsu Limited
'Titles in cental letteis signify tabs.
ESIS Volume I ©1990 Dataquest Incorporated February 0005964
Table of Contents
Volume III (Continued)
4. COMPANY PROFILES' (Continued)
G-H General Instrument Corporation Harris Corporation Hewlett-Packard Company Hitachi ltd.
I-J Intel Corporation ITT Corporation
K-L LSI Logic Corporation
M-N Marconi Electronic Devices Ltd. Matra-Harris Semiconducteurs Mitsubishi Electric Corporation Motorola, Inc. National Semiconductor Corporation NEC Corporation
OP N.V. Philips Gloeilampenfabrieken The Plessey Company PLC
Q-R S-T
Semikron International SGS-Thomson Microelectronics Siemens AG Telefunken Electronic GmbH Texas Instruments, Inc. Toshiba Corporation TRW, Inc.
U-V w-x Y-Z
Zilog, Inc.
^Titles in capital letters signiiy tabs.
©1990 Dataquest Incorporated February ESIS Volume I 0005964
Table of Contents
Volume III (Continued)
MARKET SHARE DATA'
European Semiconductor Market Share Estimates—^Final 1988^ Worldwide Semiconductor Market Shares by Vendor Base European Semiconductor Market Shares by Vendor Base Worldwide Semiconductor Market Share Rankings European Semiconductor Market Share Rankings
EXCHANGE RATE TABLES
Exchange Rate Tables
'liUes in capital letters signify tabs. In booklet format
ESIS Volume I ©1990 Dataquest Incorporated Febraary 0005964
Table of Contents
ASIC
Title Page
INTRODUCTION'
Introduction to the Binder
TABLE OF CONTENTS
Table of Contents
ASIC OVERVIEW
ASIC—Executive Summary ASIC—Family Tree and Definitions ASIC—Forecast Summary ASIC—Market ASIC—Historical Shipment Data
GATE ARRAYS
Gate Arrays—Executive Summary Gate Arrays—Forecast Gate Arrays—Product Analysis Gate Arrays—Competitive Analysis Gate Arrays—Emerging Technologies and Trends Gate Arrays—Historical Shipment Data
PROGRAMMABLE LOGIC DEVICES
PLD—^Executive Summary PLD—Forecast PLD—^Product Analysis PLD—Competitive Analysis PLD—^Emerging Technology and Trends PLD—Application and User Issues PLD—^Historical Shipment Data
'Titles in capital letters signify tabs.
©1990 Dataquest Incorporated Februaiy ESIS Volume I 0005964
Table of Contents
ASIC (Continued)
CELL-BASED ICs'
CBICs—^Executive Summary CBICs—Forecast CBICs—^Product Analysis CBICs—^Emerging Technologies and Trends CBICs—^Historical Shipment Data
FULL-CUSTOM DEVICES
Full-Custom Devices—^Executive Summary Full-Custom Devices—^Forecast Full-Custom Devices—^Historical Shipment Data
EUROPEAN DESIGN CENTERS
European Design Service Locations—^Executive Summary European Design Service Locations European Full-Custom IC Design Service Locations European CBIC Design Service Locations European Gate Array Design Service Locations
EXCHANGE RATE TABLES
European Currency Exchange Rates
'Titles in capital letteis signify tabs.
ESIS Volume I ©1990 Dataquest Incoiporated February 0005964
Table of Contents
Volume IV
Newsletters 1988-1989 1989-29 European MOS Gate Array and CBIC Design Starts Analysis 1989-28 European Semiconductor Procurement Survey 1989-27 European Quarterly Industry Forecast Third Quarter Update 1989-26 GaAs PLDs Attack the Silicon TTL PLD Market 1989-25 Exchange Rate Quarterly Newsletter 1989-24 Closing the Gap: Will Japan Become the World's Largest
Producer of Fab Equipment? 1989-23 Less Buoyancy Expected in the U.K Economy; More Confidence
in the Irish Economy 1989-22 Mixed Analog/Digital ASIC—An Embryonic Market 1989-21 The PLD Evolution 1989-20 Dataquest European Semiconductor Industry Conference: "The
European Renaissance" 1989-19 The ASIC Package Proliferation 1989-18 International Semiconductor Trade Issues—Dominance,
Dependence, and Future Strategies 1989-17 The Shape of Post-1992 Distribution in Europe 1989-16 Exchange Rate Quarterly Newsletter 1989-15 Final 1988 Market Share Estimates—European Semiconductor
Market 1989-14 European DRAM Market Update 1989-13 European Quarterly Forecast Update 1989-12 Unexpected Buoyancy of the French Economy 1989-11 European Personal Computer Production and Its Impact on the
Semiconductor Market 1989-10 Preliminary European MOS Gate Array and CBIC Market Share
Rankings 1989-09 Regional Review 1989—A Year of Consolidation 1989-08 EISA—WUl It Be an Alternative to MCA? 1989-07 Understanding the NEC/Intel Decision 1989-06 Europe—A Healthy Marketplace for UNIX 1989-05 ASICs Surpass $7.4 BilUon in 1988 1989-04 Exchange Rate Quarterly Newsletter 1989-03 Hitachi and TI Share the Risk: The 16Mb DRAM Agreement 1989-02 The EEC Rules on "Made in Europe"—Article 5 No. 802/68
Analyzed 1989-01 Preliminary 1988 Market Share Estimates—^European
Semiconductor Marketplace 1988-29 Europe Refreshes Its Stagnant White Goods Market 1988-28 The Semiconductor Chip Protection Act Is Finalized
November October October September September September
August
September July July
July July
June June June
May April April March
March
March March March March March March March March
January
November November
10 ©1990 Dataquest Incoiporated Febniaiy ESIS Volume I 0005964
Table of Contents
Volume IV (Continued)
Newsletters 1988-1989 1988-27 GEC-Siemens' Joint Bid for Plessey November 1988-26 European Quarterly Forecast Update October 1988-25 Exchange Rate Quarterly Newsletter November 1988-24 Straw Poll of 1992: Regional Attitudes October 1988-23 DRAM Alliance: The United States Talks, The British Act October 1988-22 West Germany: Facing Up to the Economic Challenge October 1988-21 Component Distribution in 1992 September 1988-20 Can California Micro Devices Inject New Life into AMI? September 1988-19 Harris Corporation to Acquire GE Solid State September 1988-18 ASIC Midyear Update September 1988-17 European Quarterly Forecast Update August 1988-16 Exchange Rate Quarterly Newsletter September 1988-15 Standard Logic Is at Life's Crossroads August 1988-14 Dataquest European Semiconductor Industry Conference: "Plan- July
ning and Positioning for the '90s" 1988-13 1992—What's in a Number? July 1988-11 Semiconductor Recovery Gathers Momentum June 1988-10 U.K. Semiconductor Distributors' 1987 Revenue May 1988-9 "Intelligent" ICs Power Their Way into $1.1 Million May
Semiconductor Application Market 1988-8 Semicon Europa: A Slow Show for a Year of Slow European March
Equipment Sales 1988-7 An Introduction to 1992 March 1988-6 DRAM Ddja Vu March 1988-5 1988 European Regional Semiconductor Outlook March 1988-4 Ericsson Gets Leaner whUe Nokia Continues Acquisitions February 1988-3 Exchange Rate Quarterly Newsletter February 1988-2 Exchange Rate Quarterly Newsletter January 1988-1 1987 Preliminary Market Share Broad-Based Recovery in January
Semiconductors
I.e. EUROPE Monthly reports containing:
State of the Industry Industry Highlights Research Update Semiconductor Pricing and Analysis Thought for the Month 1992
ESIS Volume I 0005964
©1990 Dataquest Incorporated February 11
Newsletter Index
BY SUBJECT
Subject Newsletter
1992 Introduction to 1992
1922—What's in a Number? Component Distribution in 1992 I.C. Europe Thought for the Month— Japanese Perception of Europe
The Shape of Post-1992 Distribution in Europe
The EEC Rules on "Made m Europe"—Article 5 No. 802/68 Analyzed
I.C. Europe Thought for the Month— European Semiconductor Supply
Note: Also see 1992 Section in I.C. Europe each month.
Acquisitions
AMI
Analog
Ericsson Gets Leaner while Nokia Continues Acquisitions
Harris Corporation to Acquire GE Solid State
Can California Micro Devices Inject New Life into AMI?
Can California Micro Devices Inject New Life into AMI?
I.C. Europe Research Update—Analog
Date
1988-07 1988-13 1988-22
September 1988
1989-17
1989-02
July 1989
1988-04
1988-19
1988-20
1988-20
Application Markets
ESIS Volume ffl 00064S8
Market Analysis
I.C. Europe Research Update— Quarterly Electronics Industry Update
European Personal Computer Production and Its Impact on the Semiconductor Market
EISA—Will It Be an Alternative to MCA?
Europe—A Healthy Marketplace for UNIX
©1990 Dataquest Incoiporated February
March 1989
August 1988
1989-11
1989-08
1989-06
Newsletter Index
Subject
Application Markets (Continued)
Asia
ASICs
Newsletter
Europe Refreshes Its Stagnant White Goods Market
I.e. Europe Thought for the Month— Workstation Market Opportunities
I.e. Europe Thought for the Month— Cordless Telephones
I.e. Europe Research Update— European MiUtary Market
I.e. Europe Thought for the Month— ISDN: Aging before Birth?
I.e. Europe Research Update— European Laptop Market Analysis
I.e. Europe Research Update— CT2: A Rising Star in Europe
I.e. Europe Research Update—U.K. V32 Modem Race
I.e. Europe Research Update—^The Next Graphics Standard
I.e. Europe Research Update—^Dynamic European CAD/CAM Market
I.e. Europe Research Update—^Military/ Aerospace Semiconductor Demand
I.e. Europe Thought for the Month— EC's Green Paper on Telecommunications
I.e. Europe Research Update—^The Tigers Prepare for Graduation
ASIC Midyear Update European MOS Gate Array and CBIC Design Starts Analysis
Mixed Analog/Digital ASIC—An Embryonic Market
The ASIC Package Proliferation
Preliminary European MOS Gate Array and CBIC Market Share Rankings
ASICs Surpass $7.4 BiUion in 1988
Date
1988-29
February 1989
October 1988
November 1988 December 1988/ January 1989
April 1989
June 1989
July 1989
August 1989
September 1989
November 1989
November 1989
March 1988
1988-18
1989-29
1989-22
1989-19
1989-10 1989-05
©1990 Dataquest Incorporated Febraaiy ESIS Volume m 0006458
Newsletter Index
Subject
ASICs (Continued)
CAD/CAM
California Micro Devices
Capital Spending
Cellular Radio
Chip Protection Act
Communications
Companies
Newsletter
I.e. Europe Research Update—Gate Array Design Start Forecast Slashed
I.e. Europe Research Update—Dynamic European CAD/CAM Market
Can California Micro Devices Inject New life into AMI?
I.e. Europe Research Update— Quarterly Electronics Industry Update
I.e. Europe Research Update— European Cellular Market
The Semicoductor Chip Protection Act is Finalized
I.e. Europe Research Update—^The Final Frontier in Voiceband Modems
I.e. Europe Thought for the Month— SateUites
I.e. Europe Research Update— European Cellular Market
I.e. Europe Thought for the Month— Cordless Telephones
I.e. Europe Thought for the Month— ISDN: Aging before Birth?
I.e. Europe Research Update— CT2: A Rising Star in Europe
I.e. Europe Research Update—U.K. V32 Modem Race
I.e. Europe Thought for the Month— EC's Green Paper on Telecommmuni-cations
I.e. Europe Thought for the Month— Company Results
I.e. Europe Research Update—South Korean Companies
I.e. Europe Thought for the Month— Cordless Telephones
Date
December 1989
September 1989
1988-20
August 1988
September 1988
1988-28
July 1988
August 1988
September 1988
October 1988
Dec/Jan 1989
June 1989
July 1989
November 1989
January 1988
October 1988
October 1988
ESIS Volume m 0006458
©1990 Dataquest Incorporated February
Newsletter Index
Subject
Computers
Newsletter
Eiu-opean Personal Computer Production and Its Impact on the Semiconductor Market
Europe—^A Healthy Marketplace for UNIX
I.e. Europe Thought for the Month— Workstation Market Opportunities
I.e. Europe Research Update— European Laptop Market Analysis
I.e. Europe Research Update—^The Next Graphics Standard
Date
1989-11
1989-06
February 1989
April 1989
August 1989
Conferences Semicon Europa: A Slow Show for a Year of Slow European Equipment Sales 1988-08
Dataquest's 1988 European Semiconductor Industry Conference: Planning and Positioning for die '90s 1988-14
1992—What's in a Number? 1988-13 Dataquest's 1989 European Semiconductor Industry Conference: "The European Renaissance"
Consumer
Consumption Data
Europe Refreshes Its Stagnant White Goods Market
1988 European Regional Semiconductor Outlook
Semiconductor Recovery Gathers Momentum
European Quarterly Forecast Update European Quarterly Industry Forecast— Third Quarter Update
European Quarterly Forecast Update
Regional Review 1989—A Year of Consolidation
ASICs Surpass $7.4 Billion in 1988 I.e. Europe Research Update— Worldwide Semiconductor Forecast Low
©1990 Dataquest Incorporated February
1988-29
1988-05
1988-11 1988-17
1989-27
1989-13
1989-09 1989-05
October 1989
ESIS Volume m 0006458
Newsletter Index
Subject
Consumption Data (Continued)
Deregulation
Design Starts
Distribution
EC
Economy
Equipment and Materials
Ericsson
Newsletter
I.e. Europe Research Update—Gate Array Design Start Forecast Slashed
I.e. Europe Thought for the Month— Government Policies
I.e. Europe Research Update—^EC's Green Paper on Telecommunications
European MOS Gate Array and CBIC Design Starts Analysis
U.K. Semiconductor Distributors' 1987 Revenue
Component Distribution in 1992 The Shape of Post-1992 Distribution in Europe
I.e. Europe Thought for the Month— Distribution in Europe
I.e. Europe Thought for the Month— European Community Not a Technological Backwater
I.e. Europe Thought for the Month— Business Prospects
I.e. Europe Thought for the Month— Government Policies
Less Buoyancy Expected in the U.K. Economy; More Confidence in the Irish Economy
Unexpected Buoyancy of the French Economy
Semicon Europa: A Slow Show for a Year of Slow European Equipment Sales
I.e. Europe Research Update—General Signal Acquires GCA
Ericsson Gets Leaner while Nokia Continues Acquisitions
Date
December 1989
May 1988
November 1989
1989-29
1988-10
1988-21
1989-17
November 1988
June 1989
February 1988
May 1988
1989-23
1989-12
1988-08
May 1988
1988-04
ESIS Volume m 0006458
©1990 Dataquest Incorporated February
Newsletter Index
Subject
Exchange Rates
GaAs
GCA
Newsletter
Exchange Rate Quarterly Newsletter
Exchange Rate Quarterly Newsletter
Exchange Rate Quarterly Newsletter
Exchange Rate Quarterly Newsletter
Exchange Rate Quarterly Newsletter
GaAs PLDs Attack the Silicon TTL PLD Market
I.e. Europe Research Update—General
Date
1988-16
1988-02
1989-25
1989-16
1989-04
1989-26
GEC
General Signal
Harris
Hitachi
Industry Trends
Signal Acquires GCA
GEC-Siemens' Joint Bid for Plessey
I.e. Europe Research Update—General Signal Acquires GCA
Harris Corporation to Acquire GE Solid State
Hitachi and TI Share the Risk: The 16Mb DRAM Agreement
I.e. Europe Research Update—Hitachi/ TI DRAM Deal
1988 European Regional Semiconductor Outlook
DRAM D€}k Vu
Semiconductor Recovery Gathers Momentum
Standard Logic Is at Life's Crossroads
ASIC Midyear European Quarterly Forecast Update
European Quarterly Forecast Update
I.e. Europe Research Update—RISC Architecture
I.e. Europe Thought for the Month— DRAMs
I.e. Europe Research Update— Quarterly Electronics Industry Update
©1990 Dataquest Incorporated Februaiy
May 1988
1988-27
May 1988
1988-19
1989-03
February 1989
1988-05
1988-06
1988-11
1988-15
1988-18
1988-17
April 1988
July 1988
August 1988
ESIS Volume m 00064S8
Newsletter Index
Subject
Industry Trends (Continued)
Newsletter
European DRAM Market Update
European Quarterly Forecast Update
Regional Review 1989—A Year of Consolidation
I.C. Europe Research Update— Worldwide Semiconductor Forecast
Date
1989-14
1989-13
1989-09
Intel
Investment
Japan
Market Shares
Memory
Low
European Quarterly Industry Forecast— Third Quarter Update
Intel Turns Twenty: Is There Life after . DOS?
Understanding the NECAntel Decision
I.e. Europe Thought for the Month— European Community not a Technological Backwater
I.e. Europe Thought for the Month— Japanese Perception of Europe
PreUminary 1987 Market Share Estimates
Final 1988 Market Share Estimates— European Semiconductor Market
PreUminary European MOS Gate Array and CBIC Market Share Rankings
PreUminary 1988 Market Share Estimates—^European Semiconductor Marketplace
I.e. Europe Research Update— Worldwide Market Share Analysis
I.e. Europe Research Update—Analog Market Analysis
DRAM D€}h Vu
European DRAM Market Update
October 1989
1989-27
1988-12
1989-07
June 1989
September 1988
1988-01
1989-15
1989-10
1989-01
Dec/Jan 1989
February 1989
1988-06
1989-14
Hitachi and TI Share the Risk: The 16Mb DRAM Agreement 1989-03
ESIS Volume III 0006458
©1990 Dataquest Incorporated February
Newsletter Index
Subject
Memory (Continued)
Mergers
Microcomponents
Microelectronic Tube
Military
Modems
NEC
Newsletter
I.e. Europe Thought for the Month— Business Prospects
I.e. Europe Thought for the Month— DRAMs
I.e. Europe Research Update—Hitachi/ TI DRAM Deal
I.e. Europe Thought for the Month— Users Erupt Against DRAM Proposals
I.e. Europe Research Update— Managing the Mergers
Intel Turns Twenty: Is There Life after DOS?
Understanding the NEC/Intel Decision I.e. Europe Research Update—A RISe-less Approach
I.e. Europe Thought for the Month— Return of the Tube
I.e. Europe Research Update— European Military Market
I.e. Europe Research Update—Military/ Aerospace Semiconductor Demand
I.e. Europe Research Update—^The Final Frontier in Voiceband Modems
Understanding the NEC Intel Decision
Date
February 1988
July 1988
February 1989
September 1989
June 1988
1988-12 1989-07
April 1989
December 1989
November 1988
November 1989
July 1988
1988-07
Nokia
Offshore Manufacturing
Plessey
PLDs
Ericsson Gets Leaner while Nokia Continues Acquisitions
I.e. Europe Thought for the Month-Japanese Printer Manufacturers
GEC-Siemens' Joint Bid for Plessey
GaAs PLDs Attack the Silicon TTL PLD Market
The PLD Evolution
1988-04
June 1988
1988-27
1989-26
1989-21
©1990 Dataquest Incorporated February ESIS Volume m 0006458
Newsletter Index
Subject
Power ICs
Printers
Procurement
Quality
RISC
Satellites
SGS-Thomson
Siemens
South Korea
Standard Logic
Takeovers
Tariffs
Newsletter
Intelligent ICs Power Their Way into $1.1 Billion Semiconductor AppUcation Market
I.e. Europe Thought for the Month— Japanese Printer Manufacturers
European Semicoductor Procurement Survey
I.e. Europe Thought for the Month— Perception versus Measurement
I.e. Europe Research Update—RISC Architecture
I.e. Europe Research Update—^A RISC-less Approach
I.e. Europe Thought for the Month— SateUites
I.e. Europe Research Update— Managing the Mergers
GEC-Siemens' Joint Bid for Plessey
I.e. Europe Research Update—South Korean Companies
I.e. Europe Thought for the Month— Cordless Telephones
Standard Logic Is at Life's Crossroads
GEC-Siemens' Joint Bid for Plessey
I.e. Europe Research Update—^The Tigers Prepare for Graduation
The EEC Rules on "Made in Europe"—Article 5 No. 802/68 Analyzed
I.e. Europe Thought for the Month— Regional Aid Policy
Date
1988-09
June 1988
1989-28
March 1988
April 1988
April 1989
August 1988
June 1988
1988-27
October 1989
October 1988
1988-15
1988-27
March 1988
1989-02
April 1989 ,
ESIS Volume m 0006458
©1990 Dataquest Incoiporated February
Newsletter Index
Subject
Tariffs (Continued)
TI
Trade Issues
U.K. Markets
UNIX
Users
USSR
Venture Capital
Vertical Integration
Wafer Fabrication
Newsletter
I.e. Europe Thought for the Month— European Semiconductor Supply
Hitachi and TI Share the Risk: The 16Mb DRAM Agreement
I.e. Europe Research Update—Hitachi/ TI DRAM Deal
International Semiconductor Trade Issues—^Dominance, Dependence, and Future Issues
The EEC Rules on "Made in Europe"—Article 5 No. 802/68 Analyzed
U.K. Semiconductor Distributors' 1987 Revenue
Europe—A Healthy Marketplace for UNIX
I.e. Europe Thought for the Month— Users Erupt against DRAM Proposals
I.e. Europe Thought for the Month— An Era of Glasnost and Perestroika
I.e. Europe Thought for the Month— Changing Role of Equity in Europe
I.e. Europe Thought for the Month— Forward Vertical Integration
Closing the Gap: Will Japan Become the World's Largest Producer of Fab Equipment?
Date
July 1989
1989-03
February 1989
1989-18
1989-02
1988-10
1989-06
September 1989
March 1989
October 1989
August 1989
1989-24
10 ©1990 Dataquest Incorporated February ESIS Volume m 0006458
CD O
1.1 Benelux Economic Overview
Key ecorK>mic highlights of the three Benelux countries are outlined as follows. Tables 1 tta-ough 3 give the details of the main economic indicators for Belgium, the Netherlands and Luxembourg, respectively.
• Belgium
Belgium's 1988 economic growth of more than 4 percent surpassed e3q)ectations, but is forecast to slow steadily.
Investment was particularly buoyant in 1988 and should remain the most dynamic component of domestic demand due to the favorable economic environment. Private consumption increased in 1988 due to increased real disposable income. Inflation is anticipated to increase by 3.0 percent in 1989 compared with only 1.2 percent in 1988.
The unemployment rate is projected to fall slightly due to improved employment p'ospects.
Market share losses were reduced in the export economy, which led to an increased current account surplus of $3.16 million in 1988. But in 1989 and 1990, despite improved international competitiveness, the surplus should be slightly lower due to higher import than export growth.
• Netherlands
The Netherlands economic growth rate in 1989 and 1990 is expected to be between 3.0 and 3.5 percent per annum. This will depend on world trade conditions and their effect on the Dutch economy, which relies heavily on exports.
- Business investment has been buoyant and is expected to continue growing in 1989, but is forecast to grow only slightly in 1990.
- Private consumption is forecast to continue to grow in 1989 and 1990 due to tax cuts and lower social security contributions.
All labor costs are forecast to decline slightly; however, wages are still among the highest in the European Community (EC).
The inflation rate currrently is the lowest in Organization of Economic Cooperation and Development (OECD) Europe but will continue to increase in 1989 and 1990.
Unemployment continues to be high, but the Netherlands has created more jobs in recent years than most EC countries.
ESIS Volume I © 1989 Dataquest Incorporated September 1.1-1 0004752
1.1 Benelux Economic Overview
Strong export growth is a dominant factor in the improved economic performance. The current account of the balance of payments is expected to show a lower surplus in 1989 than in 1988 due to lower export growth. But in 1990, the surplus is forecast to increase due to higher export than import growth.
Luxembourg
Luxembourg's economic growth in 1988 was more than the OECD average of 4.1 percent due to unexpected strong demand for steel and continued prosperity in the banking and financial sector. In 1989 and 1990, growth rates are expected to be much lower.
Exports provided a strong boost to economic activity in 1988 but are forecast to slow down, leading to lower GDP growth in 1989 and 1990. Private consumption is projected to remain strong with annual growth rates of more than 3 percent.
Investment is expected to increase more in 1989 than in 1988. Inflation is under control with one of the lowest rates in the OECD. Employment levels should continue to rise, which will keep the unemployment rate at one of the lowest levels in the OECD.
1,1-2 © 1989 Dataquest Incorporated September ESIS Volume I 0004752
LI Benelux Economic Overviev ^
Table 1
Belgium £axK>mic Indicates^ (Billions of Belgium FraiKs)
gcoBomic iBflics tPFjg,
GDP Current Prices
GDP/Per Capita
Gross Fixed Investment
Private Consumption
Unit Labor Costs in the Business Sector
Productivity
Industrial Production
Inflation
Unemployment (% of Labor Force)
Exports (Merchandise)
Exports of Goods/Services
Imports (Merchandise)
Imports of Goods/Services
Balance of Payments Belgium and Luxembourg (BLEU)
Exports/GDP
Exchange Rate (BFr/$)
1987
5,323
0.54
848
3,446
0.5%*
N/A
2.1%*
2.0%
11.1%
2,842
N/A
2,847
N/A
109
53.4%
37.34
1988
4.2%*
N/A
13.7%*
2.5%*
(0.2%)*
N/A
5.4%*
1.2%
10.0%
N/A
8.9%*
N/A
8.7%*
114
N/A
36.77
19?9
3.3%*
N/A
8.3%*
2.8%*
1.8%*
N/A
4.0%*
3.0%
9.5%
N/A
6.5%*
N/A
6.8%*
106
N/A
38.69
3,990
2.8%*
N/A
4.3%*
2.8%*
2.3%*
N/A
3.3%*
2.5%
9.0%
N/A
6.0%*
N/A
6.3%*
106
N/A
38.69
N/A s Not Available *Percentage of growth from the previous year.
Sources: OECD Financial Times Survey Dataquest September 1989
ESIS Volume I 0004752
© 1989 Dataquest Incorporated September 1.1-3
1.1 Benelux Economic Overviev*
Table 2
Netherlands Ecom>niic Indicators (Billions of Guildo^)
Economic Indicators
GDP Current Prices
GDP/Per Capita
Gross Fixed Investment
Private Consttmption
Unit Labor Costs in the Business Sector
Productivity
Industrial Production
Inflation
Unemployment (% of Labor Force)
Exports of Goods/Services
Imports of Goods/Services
Balance of Payments
Exports/GDP
Exchange Rate (Gld/US$l)
im 432.00
0.03
88.00
263.00
1.3%*
N/A
0.8%*
(0.3%)
(8.7%)
227.00
215.00
12.00
52.0%
2.03
1988
2.7%*
N/A
7.9%*
2.1%*
(0.4%)*
1.8%*
2.7%*
0.8%
(8.3%)
7.5%*
7.3%*
11.00
N/A
1.98
1989
3.3%*
N/A
6.0%*
3.3%*
(0.8%)*
1.5%*
3.5%*
2.0%
8.0%
5.3%*
6.5%*
7.00
N/A
2.09
1990
3.0%
N/A
1.3%*
3.0%*
(0.5%)*
N/A
3.0%*
2.8%
8.0%
5.5%*
4.8%*
10.00
N/A
2.09
N/A s Not Available *Percentage of growth from the previous year,
Sources: OECD Financial Times Survey Dataquest September 1989
1.1-4 © 1989 Dataquest Incorporated September ESIS Volume I 0004752
1.1 Benelux Economic Overview^
Table 3
Luxembourg EoHiomic locScators (Billi(»is of Li0cemboui Francs)
Economic Indicators
GDP Current Prices
GDP/Per Capita
Gross Fixed Investment
Private Consumption
Unit Labor Costs in the Business Sector
Productivity
Industrial Production
Inflation
Unemployment (% of Labor Force)
Exports of Goods/Services
Imports of Goods/Services
Balance of Payments
Exports/GDP
Exchange Rate (LFr/US$l)
2M1
2 2 4 . 0 0
0 . 5 9
5 1 . 0 0
1 3 2 . 0 0
N/A.
N/A
0.3%*
2.9%
1.6%
1 6 6 . 0 0
1 8 0 . 0 0
1 0 9 . 0 0
74.0%
3 7 . 3 4
1988
5.2%*
N/A
3.0%*
3.2%*
N/A
N/A
10.0%*
1.4%
1.4%
7.9%*
6.9%*
1 1 4 . 0 0
N/A
3 6 . 7 7
1999
3.5%*
N/A
4.0%*
3.5%*
N/A
N/A
4.5%*
2.8%
1.3%
5.5%*
5.3%*
1 0 6 . 0 0
N/A
3 8 . 6 9
ism 2.8%*
N/A
3.3%*
3.3%*
N/A
N/A
2.5%*
2.5%
1.5%
4.5%*
4.5%*
1 0 6 . 0 0
N/A
3 8 . 6 9
N/A = Not Available •Percentage of growth from the previous year.
Sources: OECD Financial Times Survey Dataquest . September 1989
ESIS Volume I 0004752
© 1989 Dataquest Incorporated September 1.1-5
1.2 Benelux Semiconductor Device Markets
INTRODUCTION
Dataquest's European Semiconductor Industry Service analyzes the following semiconductor device markets in Benelux:
Total semiconductor
Total IC
Bipolar digital IC
MOSIC
Linear IC
Total discrete
Transistor
Diode
Thyristor
Other discrete
Total optoelectronic
LED lamp
LED display
Optical coupler
Other optoelectronic
Tables 1.2-1 (a) and 0>) show Dataquest's estimates of Benelux semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Introduction to the Service" in Volumes I, II, and III.
ESIS Volume I 0004954
© 1989 Dataquest Incorporated September 1.2-1
1.2 Benelux Semiconductor Device Markets
Table 1.2-1 (a)
Estimated Benelux Semicxuiductor Consumption History (Millions of Gulden)
Total Semiconductor
Total IC
Total Discrete
Total Optoelectronic
Exchange Rate (F/US$)
1982 1993 1984 -995 1986 1987 1988
F 490 F 596 F 984 F 1,009 F 784 F 825 F 998
F 311 F 427 F 762 F 780 F 601 F 623 F 732
Bipolar TTL ECL
Bipolar Memory Logic
MOS NMOS CMOS BiCMOS Other IC
MOS Memory Micro Logic
Linear Monolithic Hybrid
69 64 5
69 16 53
150 102 35 0 13
150 75 27 48
93 93 0
89 80 9
89 21 68
225 150 66 0 9
225 108 43 74
112 112 0
151 135 16
151 29 122
440 302 132 0 6
440 209 96 135
171 171 0
156 139 17
156 36 120
428 272 153 0 3
428 162 110 156
196 196 0
113 102 11
113 26 87
336 195 139 0 2
336 123 85 128
152 152 0
87 67 20
87 10 77
374 185 183 4 2
374 86 130 158
162 154 8
89 70 19
89 8 81
423 169 251 3 0
423 143 145 135
220 204 16
F 155 F 140 F 180 F 186 F 143 F 166 F 211
F 24 F 29 F 42 F 43 F 40 F 36 F 55
2.67 2.85 3.21 3.32 2.17 2.03 1.98
Note: Columns may not add to totals shown because of rounding.
Source: Dataquest September 1989
1.2-2 © 1989 Dataquest Incorporated September ESIS Volume I 0004954
1.2 Benelux Semiconductor Device Markets
Table 1.2-l(b)
Estimated Beneliix SemiconductOT Consumption Forecast (Millions of Gulden)
IMS. 1999 3.99Q 1991 2M1 1993 1994
Total Semiconductor F 998 F 1,176 F 1,239 F 1,409 F 1,756 F 2,081 F 2,243
Total IC F 732 F 895 F 959 F 1,123 F 1,418 F 1,706 F 1,821
Bipolar TTL ECL
Bipolar Memory Logic
MOS NMOS CMOS BiCMOS Other IC
MOS Memory Micro Logic
Linear Monolithic Hybrid
Total Discrete
Total Optoelectronic
Exchange Rate (F/US$1)
89 70 19
89 8
81
423 169 251 3 0
423 143 145 135
220 204 16
F 211 F
F 55 F
1.98
93 73 20
93 8
85
559 204 348
7 0
559 211 172 176
243 226 17
232 F
49 F
2.10
88 67 21
88 8
80
611 203 396 12 0
611 237 180 194
260 244 16
237 F
43 F
2.10
95 71 24
-95 8
87
729 215 493 21 0
729 281 217 231
299 284 15
258 F
28 F
2.10
99 73 26
99 8
91
961 239 679 43 0
961 360 300 301
358 344 14
304 F
34 F
2.10
107 80 27
107 7
100
1,184 256 855 73 0
1,184 490 352 342
415 402 13
335 F
40 F
2.10
119 87 32
119 7
112
1,260 272 898 90 0
1,260 494 410 356
442 430 12
343
79
2.10
Note: Colximns may not add to totals shown because o£ rounding.
Source; Dataquest September 1989
ESIS Volume I © 1989 Dataquest Incorporated September 1.2-3 0004954
1.2.2 Benelux Digital MOS ICs
BENELUX MOS CONSUMPTION
DATAQUEST's estimates for Benelux MOS consumption by technology and function for 1978 through 1983 are given in Table 1.2.2-l(a). Our forecast for Benelux MOS consumption for 1984 through 1989 and 1994 is shown in Table 1.2.2-l(b).
Table 1.2.2-1(a)
ESTIMATED BENELUX MOS CONSUMPTK^ HISTORY (Millions of Dollars)
Total MOS
1978
33
1980
68
1981
51
1982
56
1983
79
Technology NMOS PMOS CMOS
22 5 6
32 7 8
48 7 13
35 5 11
38 5 13
53 3 23
Function Memory Microprocessor Logic
16 5 12
22 8 17
33 11 24
24 9 18
28 10 18
38 15 26
Source: DATAQUEST September 1984
ESIS Volume I e 1984 Dataquest Incorporated Oct. 10 ed. 1.2.2-1
1.2.2 Benelux Digital MOS ICs
Table 1.2.2-1(b)
ESTIMATED BENELUX MOS CONSUMPTION FORECAST (Millions of Dollars)
Total HOS
Technology t040S PMOS CMOS
Function Memory Microprocessor Logic
1983
79
53 3 23
38 15 26
1984
110
73 2 35
50 23 37
1985
152
97 X 54
65 36 51
1986
182
105 1 76
74 45 63
1987
200
100 0
100
79 52 69
1988
250
110 0
140
97 68 85
Source:
1989
335
129 0
206
125 95 115
DATAQUEST September
1994
947
296 0
651
300 327 320
1984
Figure 1.2.2-1 shows DATAQUEST's estimates for MOS consumption growth in Benelux for 1979 through 1989. From 1984 through 1989, we project a compound annual growth rate (CAGR) of 24.9 percent.
Figures 1.2.2-2 and 1.2.2-3 show DATAQUEST estimates for Benelux MOS consumption by technology and function, respectively, for 1978 through 1989.
1.2.2-2 e 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
1.2.2 Benelux Digital MPS ICs
Figure 1.2.2-1
ESTIMATED BENELUX HOS CONSIMPTION GROWTH (Percent Change in Dollars over Previous Year)
50%
40 —
30 —
20 —
10 —
0 •
-10 —
-20 —
-30 1 1 1 1 1 1 1 1 1 1 r 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989
Source: DATAQUEST September 1964
ESIS Volume I O 1984 Dataquest Incorporated Oct. 10 ed. 1.2.2-3
1.2.2 Benelux Digital MOS ICs
Figure 1.2.2-2
ESTIMATED BENELUX MOS CONSUMPTION BY TECHNOLOGY (Million of Dollars)
200-
180-
160-
140 —
120-
100-
80-
6 0 -
4 0 -
^ 2 0 -
^ 0 —
IE
£ ^
7B 1 1
1980 1
1982
• ^ ^-'
^
( I 1984
•
•
-T-
• ^ ^ y
T 1986
1
/ / / / / / / /
/ > / / / ^ ^
1 1 1988
CMOS
NM05
PMOS
Figure 1.2.2-3
Source: OATAOUEST September 1984
ESTIMATED BENELUX MOS CONSUMPTION BY FUNCTION (Millions of Dollars)
$130-
Microprocessor
Source: OATAOUEST September 1984
1.2.2-4 C 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
1.5 Benelux Plant Locations
The map on page 1.5-3 shows plant locations for semiconductor manufacturers in the Benelux countries. The map key on page 1.5-2 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.
ESIS Volume I © 1989 Dataquest Incorporated September 1.5-1 0004922
Ul I
Ni
Belgian Plant Locations
Company Town Map
j teterence Products Manufacturing Fab Test flss
©
m CO 00
c 3
N) K-l
Mietec Oudenaarde Custom MOS, BiCMOS
CO ^O
o (U r+ CU
c ft (A
8 O "1 r+ rc a CO
ro r+
n 3 cr a> -1
Netherlands Plant Locations
Company
Philips Philips Philips
Town
Eindhoven Nijmegan StadsKanaal
Map Reference
B C D
Manufacturing Products
BPD, dis, linear, MOS LSI, opto BPD, dis, linear, MOS LSI Discretes, opto
Fab Test
X X X X
X
Source:
Ass
X
Dat Sep
1.5 Benelux Plant Locations
LUXEMBOURG
ESIS Volume I 0004922
© 1989 Dataquest Incorporated September 1.5-3
1.6 Benelux Design Service Locations
Table 1.6-1 lists semiconductor design service locations for all Benelux countries. Each company entry shows the major products designed at each site for both merchant and captive manufactm-ers and identifies the class of service provided. The locations can be divided into three sections, which Dataquest identifies as follows:
• Category A: Design Centers
- A full design center has all the hardware and software design tools, in addition to engineering resources, necessary to design standard products as well as ASICs.
- Design centers are the domain of semiconductor manufacturers, although the semiconductors produced may be for merchant or captive consumption.
• Category B: Design Service Locations
- A design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. By far the majority of design service locations are used for designing ASIC gate arrays for cell-based ICs (CBICs).
- Most design service locations are owned by semiconductor vendors that rent workstation time to customers for a fee; however, some of the larger OEMs have invested in their own facilities for internal design groups (e.g.. Bull, Lucas, MBB, and Olivetti). Essentially, these are captive design service locations.
• Category C: Independent Design Service Locations
- An independent design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. However, the location is owned by a third party independent of semiconductor vendors and is not dedicated to a specific OEM.
- Third-party design services provide training and rent workstation time for ASIC gate array and CBIC design. They tend to support several vendors' ASIC products.
ESIS Volume I ©1990 Dataquest Inccnporated June 1.6-1 0007408 Reference material—will not be republished
1.6 Benelux Design Service Locations
Table 1.6-1
Benelux Semiconductor Design Service Locations
Company Location
Belgian Semiconductor Design Service Locations Harris Semiconductor ITT (BTM) Mietec Plessey
Netherlands Semiconductor Design Service Locations European Silicon
Structures LSI Logic NEC Philips PDT-Pynenburg Sierra Semiconductor
'Code M = Merchant C = Captive
Brussels Antwerp Brussels Brussels
Amsterdam Oss Eindhoven Eindhoven To Be Announced S-Hertogenbosch
^Product Category
Code*
M C M M
M M M M M M
1 = Standard integrated circuits
2 = Custom circuits 3 = Standard cells 4 = Gate arrays 5 = Discretes and
optoelectronics
1
X
X
X
Product Category* 2
X X X
X
X
X
3
X
X X
X X X X X X
'TVpe
A B C
L ^ ~
1 ^
4
X
X
X X X X
J of
5
X
X
lype of Design Service*
A
X
X
X
X
Design Design Design
B C
X
X
X X
X X
Service center service
Independent service
design locations
Souice: Dataqueit (June 1990)
1.6-2 ©1990 Dataquest Incorporated June Reference material—will not be Tq>ublished
ESIS Volume I 0007408
2.1 France Economic Overview
Highlights of the French economy include the following:
The French economy is showing its best growth rates in more than a decade, with strong business investment and growth of unit labor costs under control.
Real wage growth should remain moderate. Increases in unit labor costs could be among the lowest of all OECD countries.
Inflation could stabilize at around 2.5 percent.
Highly favorable profit developments should support a marked acceleration in corporate investment which will continue into 1989.
Unemployment will rise because economic growth is not sufficient to absorb the expected increases in the supply of labor.
Wage restraints and low inflation should improve external competitiveness.
Table 1 gives details of the main French economic indicators.
Table 1
French Ecoimmic Indicators (BillioiM of Francs except GDP/Per Capita Data)
Economic Indicators
GDP
GDP/Per Capita
Investment (Business)
Private Consumption
At Market Prices Unit Labor Costs
Productivity
Industrial Production
Inflation
1987
FFr 5,289
FFr 95,073
FFr 582
FFr 3,127
1.8%*
1.8%*
FFr 3,239
3.0%
1988
3.5%*
N/A
9.3%*
2.5%*
1.3%*
1.8%*
5.0%*
2.5%
1989
3.0%*
N/A
7.5%*
2.5%*
1.0%*
1.8%*
4.3%*
2.5%
1990
2.5%*
N/A
5.3%*
2.0%*
1.3%*
1.8%*
3.3%*
2.3%
(Continued)
ESIS Volume I 0003055
© 1989 Dataquest Incorporated February 2.1-1
2.1 France Economic Overview^
Table 1 (Continued)
French Economic Indicators (Billions of Francs except GDP/Per Capita Data)
Economic Indicators 1987 1988 1999 1990
Unemployment (Percent of Labor Force) 10.2% 10.3% 10.5% 10.8%
Exports FFr 832 FFr 951 FFr 1,029 FFr 1,132
Imports FFr 888 FFr 1,005 FFr 1,084 FFr 1,186
Trade Balance Deficit (FFr 55) (FFr 54) (FFr 54) (FFr 54)
Current Account Balance of Payments (FFr 7) (FFr 36) (FFr 36) (FFr 30)
Percent Exports/GDP 16.9% N/A N/A N/A
Exchange Rate (FFr/US$) 6.01 6.02 6.02 6.02
N/A = Not Available *Percentage growth from previous year
Source: OECD Dataquest February 1989
2.1-2 © 1989 Dataquest Incorporated February ESIS Volume I 0003055
2.2 French Semiconductor Device Markets
INTRODUCTION
Dataquest's European Semiconductor Industry Service analyzes the following semiconductor device markets in France:
Total semiconductor
Total IC
Bipolar digital IC
MOSIC
LinearIC
Total discrete
Transistor
Diode
Thyristor
Other discrete
Total optoelectronic
LED lamp
LED display
Optical coupler
Other optoelectronic
Tables 2.2-1 (a) and (b) show Dataquest's estimates of French semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Introduction to the Service" in Volumes I, II, and III.
ESIS Volume I 0004953
© 1989 Dataquest Incorporated September 2.2-1
2.2 French Semiconductor Device Markets
Table 2.2-l(a)
Estimated French Semiconductor Consumption History (Millions of Francs)
Total Semiconductor
Total IC
Bipolar TTL ECL
Bipolar Memory Logic
HOS NMOS CMOS BiCHOS Other IC
MOS Memory Micro Logic
Linear Monolithic Hybrid
Total Discrete
Total Optoelectronic
Exchange Rate (FFr/US$l)
PFr
FFr
FFr
FFr
1982
4,043
2,709
592 539 53
592 138 454
1,288 887 289 0
112
1,288 638 230 420
'829 829 0
1,124
210
6.57
FPr
FFr
FFr
FFr
1983
4,460
3,194
663 617 46
663 145 518
1,684 1,127 488 0 69
1,684 800 328 556
846 846 0
1,022
244
7.62
FFr
FFr
FFr
FFr
1984
6,029
4,544
909 830 79
909 192 717
2,606 1,776
778 0 52
2,606 1,242 577 787
1,031 1,031
0
1,206
279
8.74
FFr
FPr
FPr
PFr
1985
6,029
4,519
907 817 90
907 207 700
2,479 1,565 889 0 27
2,479 961 611 907
1,133 1,113
0
1,213
297
8.98
FPr
FPr
FFr
FFr
1986
5,543
4,090
789 706 83
789 180 609
2,270 1,294 962 0 14
2,270 837 567 866
1,031 1,031
0
1,142
311
6.92
FPr
FPr
FFr
PFr
1987
5,649
4,303
655 511 144
655 78 577
2,536 1,310 1,190
24 12
2,536 757 763
1,016
1,112 1,058
54
1,112
234
6.01
FFr
FPr
FFr
PFr
1988
7,212
5,828
686 563 123
686 62 624
3,765 1,583 2,077
47 58
3,765 1,391 1,083 1,291
1,377 1,276 101
1,166
218
5.96
Note: Columns may not add to totals shown because of rounding.
Source: Dataquest September 1989
2.2-2 © 1989 Dataquest Incorporated September ESIS Volume I 0004953
2.2 French Semiconductor Device Markets
Table 2.2-l(b)
Estimated French Semiconductor Consumption F(»'ecast (Millions of Francs)
Total Semiconductor
Total IC
Bipolar TIL ECL
Bipolar Memory Logic
HOS
tmos CMOS BiCMOS Other IC
MOS Memory Micro Logic
Linear Monolithic Hybrid
Total Discrete
Tbtal Optoelectronic
Exchange Sate (FFr/US$l
FPr
FFr
PFr
PFr
1988
7,212
5,828
686 563 123
686 62 624
3,765 1,583 2,077
47 58
3,765 1,391 1,083 1,291
1,377 1,276 101
1,166
218
5.96
FPr
PFr
FPr
FFr
1989
8,587
7,092
718 586 132
718 62 654
4,855 1,900 2,825
93 37
4,855 1,920 1,257 1,678
1,519 1,415 104
1,274
221
6.33
FPr
FPr
BTr
PFr
1990
9,072
7,560
685 550 135
685 57 628
5,254 1,923 3,134 172 25
5,254 2,108 1,329 1,817
1,621 1,521 100
1,301
211
6.33
1991
FFr
FPr
FFr
PFr
10,357
8,688
732 377 155
732 63 669
6,094 1,981 3,783 310 20
6,094 2,510 1,515 2,069
1,862 1,767
95
1,410
259
6.33
1992
FFr
FFr
PPr
FPr
13,154
11,169
803 627 176
803 64 739
8,125 2,175 5,392 545 13
8,125 3,289 2,099 2,737
2,241 2,152
89
1,668
317
6.33
1993
PFr
FFr
PFr
PFr
15,599
13,455
881 681 200
881 62 819
9,961 2,412 6,604 937 8
9,961 4,437 2,445 3,079
2,613 2,528
85
1,783
361
6.33
1994
FFr
FFr
FFr
FPr
17,224
15,009
918 708 210
918 56 862
11,341 2,608 7,471 1,256
6
11,341 4,707 3,096 3,538
2,750 2,673
77
1,864
351
6.33
Note: Columns may not add to totals shown because of rounding.
Source: Dataquest September 1989
ESIS Volume I 0004953
© 1989 Dataquest Incorporated September 2.2-3
2.2.2 French Digital MOS ICs
FRENCH MOS CONSUMPTION
DATAQUEST's estimates for French MOS consumption by technology and function for 1978 through 1983 are given in Table 2.2.2-l(a). Our forecast for French MOS consumption for 1984 through 1989 and 1994 is shown in Table 2.2.2-l(b).
Table 2.2.2-1(a)
ESTIMATED FRENCH MOS CONSUMPTION HISTORY (Millions of Francs)
Total MOS
Technology NMOS PMOS CMOS
1978
473
320 72 81
1979
672
451 98 123
1980
999
698 106 195
1981
1,015
700 98 217
1982
1,288
887 112 289
1983
1,685
1,128 69 488
Function Memory Microprocessor Logic
225 315 72 102 176 255
479 488 638 801 165 174 230 328 355 353 420 556
Source: DATAQUEST September 1984
ESIS Volume I e 1984 Dataquest Incorporated Oct. 10 ed. 2.2.2-1
2.2.2 French Digital MOS ICs
Table 2.2.2-1(b)
ESTIMATED FRENCH MOS CONSUMPTION FORECAST (Millions of Francs)
1983 1984 1985 1986 1987 1988 1989 1994
Total MOS
Technology NMOS PMOS CMOS
1,685 2,408 3,428 4,236 4,778 6,157 8,428 26,761
1,128 1,600 2,179 2,461 2,385 2,705 3,254 8,443 .69 38 30 15 8 0 0 0 488 770 1,219 1,760 2,385 3,452 5,174 18,318
Function Memory Microprocessor Logic
801 1,097 1,463 1,744 1,890 2,378 3,148 8,397 328 511 808 1,052 1,250 1,676 2,400 9,350 556 800 1,157 1,440 1,638 2,103 2,880 9,014
Source: DATAQUEST September 1984
Figure 2.2.2-1 shows DATAQUEST's estimates for MOS consumption growth in France for 1979 through 1989. From 1984 through 1989 we project a compound annual growth rate (CAGR) of 28.5 percent.
Figures 2.2.2-2 and 2.2.2-3 show DATAQUEST estimates for French MOS consumption by technology and function, respectively, for 1978 through 1989.
2.2.2-2 © 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
2.2.2 French Digital MPS ICs
Figure 2.2.2-1
ESTIMATED FRENCH MOS CONSUMPTION GROWTH (Percent Change in Francs over Previous Year)
SQiM)
4 0 -
30 —
2 0 -
10 -
1 1 1 1 1 1 1 \ 1 I T 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989
Source: DATAQUEST September 1984
ESIS Volume I O 1984 Dataquest Incorporated Oct. 10 ed. 2.2.2-3
2.2.2 French Digital MOS ICs
Figure 2.2.2-2
ESTIMATED FRENCH MOS CONSUMPTION BY TECHNOLOGY (Millions of Francs)
FFr6,000 -
S .OO0-
4 , 0 0 0 -
3 , 0 0 0 -
2 , 0 0 0 -
1,000 —
—T" I T A n Z - . '
i 1
^ - '
1 ' " T '
j i * ^ y
" f ~ T
/ /
1 /
/ /
/ / y
/ j / ^
1
CMOS
NMOS
PMOS
Soum: OATAOUEST $.pt«nber 1984
Figure 2.2.2-3
ESTIMATED FRENCH MOS CONSUMPTION BY FUNCTION (Millions of Francs)
FFr6,000
5 , 0 0 0 -
4 , 0 0 0 -
3 , 0 0 0 -
Z.OOO-
1 , 0 0 0 -
Memory
Logic
Microprocessor
Sourcs: DATAQUEST Swiwnber 1984
2.2.2-4 © 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
2.5 French Plant Locations
The map on page 2.5-3 shows plant locations for semiconductor manufacturers in France. The map key on page 2.5-2 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.
ESIS Volume I © 1989 Dataquest Incorporated September 2.5-1 0004923
i/1 I lO
©
00 V£)
D cu <-f
0) ja c fD c/i 3 o o
• a o >-» o> r+ fD
a CO fD •a i - f fD 3 cr fD 1
Company
ES2 IBM ITT Mdtrd^Haxris Motorola Philips MicEowavi SGS-Thomson SGS-Thorn son SGS-Thomson SGS-Thornson SGS-Thomson Texas InstEuwiifffeB Texet
Town
Rousaet Co r be i 1-Es sooiiea: Colmar Nantes Toulouse Caen Grenoble h a x e v i l l e / N n n ^ Rennes RoLisset Tours VI lleneuvtH£«^j£vfi.<i Nice
Map Reference
G A B C D F I L N G K P P
French Plant Locations
Products
Custom cell-based LSI MOS LSI, bipolar BPB, discretes, MOS LSI MOS LSI, linear, BPD BPD, discretes, linear BPD, MOS LSI, discretes, linear, opto, GaAs Bipolar aersicustom, custom Bipolar (24 pin and over) Discretes, linear MOS LSI, memory, micro Discretes CuEtCHn LSI, MOS LSI Discretes
Manufac Design
X X
X X X X
X X
X
Source
• •
n o o it^ lO N> W
m ( / I l - H
l / l
<: o r. B n> 1—1
2.5 French Plant Locations
ESIS Volume I 0004923
© 1989 Dataquest Incorporated September 2.5-3
2.5 French Plant Locations
(Page intentionally left blank)
2.5-4 © 1989 Dataquest Incorporated September ESIS Volume I 0004923
2.6 French Design Service Locations
Table 2.6-1 lists semiconductor design service locations for all of France. Each company entry shows the major products designed at each site for both merchant and captive manufacturers and identifies the class of service provided. The locations can be divided into three categories, which Dataquest identifies as follows:
• Category A: Design Center
- A full design center has all the hardware and software design tools, in addition to engineering resources, necessary to design standard products as well as ASICs.
- Design centers are the domain of semiconductor manufacturers, although the semiconductors produced may be for merchant or cs^tive consumption.
• Category B: Design Service Locations
- A design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. By far tiie majority of design service locations are used for designing ASIC gate airays for cell-based ICs (CBICs).
- Most design service locations are owned by semiconductor vendors that rent workstation time to customers for a fee; however, some of the larger OEMs have invested in tiieir own facilities for internal design groups (e.g.. Bull, Lucas, MBB, and Olivetti). Essentially, these are captive design service locations.
• Category C: Independent Design Service Locations
- An independent design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. However, the location is owned by a third party independent of semiconductor vendors and is not dedicated to a specific OEM.
- Third-party design services provide training and rent workstation time for ASIC gate array and CBIC design. They tend to support several vendors' ASIC products.
ESIS Volume I <D1990 Dataquest Incorporated June 2.6-1 0007409 Refetence material—will not be rqwUished
2.6 French Design Service Locations
Table 2.6-1
French Semiconductor Design Service Locations
Company Location Code*
AMCC ATAC Diffusion Auris Austria Mikro Systeme Bull SA California Devices Cetehor Cetia Compugraph Cotec Dolphin Integration Electronique Lyonnaise European Silicon
Structures Fujitsu Harris Semiconductor IBM IMI Intel LSI Logic LTC Mastair Matra-Harris Matra-Harris Merlin Gerin Mietec Milil Morari Motorola Motorola NEC Newtek Philips (RTC) Philips (RTC) Plessey/Ferranti S2PI
Orsay Sevres Grenoble Paris Clayes-Sous-Bois Paris Besancon Les-Ullis Toulon Trappes Bordeaux Grenoble Lyon
Paris Paris Paris Bordeaux Paris Paris Boulogne Paris To Be Announced Nantes Paris Grenoble Paris Rimgis Monq)ellier Paris Toulouse Paris Bordeaux Caen Cedex Paris Paris Palaiseau
M M M M C M M M M M M M
M M M C M M M C M M M M M M M M M M M M M M M
X
X X
X
Product Category* 2 3 4 f
X X
X X X X X X
X
X X X X
X X X
X X X X
X X
X X X
X X
X X X X X X X X X
X X
X
X
X X X
X
Tfpe of Design Service^
; A B c
X X X
X X X
X X X X X X
X X X
X X X X
X X
2.6-2 ®1990 Dataquest Incoiparated June Reference material—will not be iqnddished
X
X X
X
X
X X X X X X X X X X
X X X X X X X X X X X
X
X
X
X
X
X X
X
X
X
X
X
X X
X
X (CoQtbiued)
ESIS Votume I 0007409
2.6 French Design Service Locations
T^ble 2.6-1 (Continued)
French Semiconductor Design Service Locations
Company
Sagem SDMF SGS-Thomson SGS-Thomson SGS-Thomson—1ST Siemens Sigrid Sorep Sorep Sorep Sysmic Systems Sud Telle Alcatel Texas Instruments Texas Instruments Texet Thomson-CSF Thomson-CSF Thomson-CSF Thomson-CSF Thomson-CSF Thomson-CSF Toshiba TRW UCI-Alcatel VLSI Technology
'Code
M = Merchant C = Captive
Source: Dtfaqucft (Tune 1990)
Location
Paris Rungis Grenoble Rennes Paris Paris Les Ullis Grenoble Les Ullis Rennes Aix-En-Provence Toulouse Strasbourg Velizy Villeneuve-Loubet Nice Aix-en-Provence Grenoble Rousset Saint Egreve Tours Velizy Paris Bordeaux-Lac Les Ullis Paris
^Product Category
Code*
M M M M M M M M M M M M C M M M M M M M M M M M M M
1 = Standard integrated circuits
2 = Custom circuits 3 = Standard cells 4 = Gate arrays 5 = Discretes and
optoelectronics
1
X
X X X X
Product Category* 2
X X X
X X X X
X
X
X X X
X X
3
X X X X X X
X X X X X X X X
X
X X
X X
"TVpe
A = E t = C =
4
X X X X X X
X X X X X X X X
X
X X
X X
: of
5
X X X
X
X
'I>pe of Design Service'
A
X X
X
X X
Design
I>esign Design
B C
X X
X
X X X X X X
X X
X X
X X X X X X X
Service
center service
Independent design service locations
ESIS Vdume I 0007409
®1S)90 Dataquest bicoiporated June KefcKoce matenal—wOl DM be rqmUidied
2.6-3
3.1 Italy Economic Overview
Highlights on the Italian economy are as follows:
• Italy's economy is expected to show lower growth rates in 1989 and 1990, but investment will remain buoyant.
• Private consumption no longer will be boosted by exceptional increases in real wages.
« Unemployment is expected to increase only slightly in 1990.
• Italy's inflation rate is forecast to remain above that of most of its major trading partners.
• Italy continued to have a large public sector deficit of 11 percent of the GDP in 1988. The public debt equals the country's GDP. The Italian economy cannot sustain such high deficits without pushing up real interest rates and Italy's interest rates already are among the highest in Europe.
Table 1 gives details of the major Italian economic indicators.
Table 1
Italian Ec(»K)mic Indicators (Billions of Lira except GDP/Per Capita Data)
Economic Indicators
Real GDP
GDP/Per Capita
1987
Lit 973,944
Lit 17.0mn
1988
3.8%*
N/A
1989
3.5%*
N/A
1990
2.8%*
N/A
Gross Fixed Capital Formation Lit 213,515 7.5%* 6.0%* 5.3%*
Private Constimption at Market Prices
Unit Labor Costs
Productivity
Industrial Production
Inflation
Lit 666<
5.5%*
1.6%*
4.0%*
4.8%
.358 4.0%*
3.8%*
1.6%*
4.5%*
5.0%
3.5%*
4.3%
1.6%*
4.0%*
4.3%
3.0%*
4.3%*
1.6%*
3.0%*
4.0%
(Continued)
ESIS Volume I 0003053
© 1989 Dataquest Incorporated February 3.1-1
3.1 Italy Economic Overview
Table 1 (Continued)
Italian Economic Indicators (Billions of Lira)
Economic Indicators
Unemployment (Percent of Labor Force)
Exports
Imports
Trade Balance Deficit
Current Account Balance of Payments
Percent Exports/GDP
Exchange Rate (Lira/US$)
1987
.0%
1988
11.3%
1989
11.3%
1990
11.5%
Lit 150,336 Lit 164,975 Lit 174,214 Lit 190,051
Lit 150,300 Lit 168,934 Lit 180,813 Lit 196,650
Lit 36 (Lit 3,959) (Lit 6,599) (Lit 6,599)
(Lit 907) (Lit 5,279) (Lit 7,919) (Lit 7,919)
15% N/A N/A N/A
1,296.0 1,319.8 1,319.8 1,319.8
N/A = Not Available *Percentage growth from previous year
Source: OECD Dataquest February 1989
3.1-2 © 1989 Dataquest Incorporated February ESIS Volume I 0003053
3.2 Italian Semiconductor Device Markets
INTRODUCTION
Dataquest's European Semiconductor Industry Service analyzes the following semiconductor device markets in Italy:
Total semiconductor
Total IC
Bipolar digital IC
MOSIC
Linear IC
Total discrete
Transistor
Diode
Thyristor
Other discrete
Total optoelectronic
LED lamp
LED display
Optical coupler
Other optoelectronic
Tables 3.2-l(a) and (b) show Dataquest's estimates of Italian semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Introduction to the Service" in Volumes I, II, and III.
ESIS Volume I 0004952
© 1989 Dataquest Incorporated September 3.2-1
3.2 Italian Semiconductor Device Markets
Table 3.2-l(a)
Estimated Italian Semiconductor Consumption History (Billions of Lira)
Total Semiconductor
Total IC
Bipolar TTL BCL
Bipolar Memory Logic
HOS NMOS CMOS BiCMOS Other IC
MOS Memory Micro Logic
Linear Monolithic Hybrid
Total Discrete
Total Optoelectronic
Exchange Rate (Lit/US$l)
1982
Lit
Lit
Lit
Lit
1,
342
214
51 46 5
51 11 40
100 68 22 0
10
100 49
16 35
63 63 0
110
18
,353
1983
Lit
Lit
Lit
Lit
1,
431
275
60 43 5
60 14 46
131 89 30 0 12
131 65 23 43
84 84 0
134
22
,519
1984
Lit
Lit
>
Lit
Lit
1,
488
337
70 64 6
70 15 55
178 118 52 0 8
178 84 35 59
89 89 0
123
28
-757
1985
Lit
Lit
Lit
Lit
1,
844
646
30 16 4
30 28 102
372 254 111 0 7
372 177 83 112
144 144 0
162
36
,910
1986
Lit
Lit
Lit
Lit
1
863
660
130 117 13
130 29
101
363 229 132 0 0
363 137 92 134
167 167 0
168
35
,490
1987
Lit
Lit
Lit
Lit
1
794
602
115 103 12
115 24 91
335 191 143 0 1
335 119 86 130
152 152 0
157
35
,296
1988
Lit
Lit
Lit
Lit
1,278
1,030
103 84 19
103 10 93
728 264 442 9
13
728 327 189 211
199 184 15
209
40
1,302
Note: Columns may not add to totals shown because of rounding.
Sourcet Dataquest September 1989
3.2-2 © 1989 Dataquest Incorporated September ESIS Volume I 0004952
3.2 Italian Semiconductor Device Markets
Table 3.2-l(b)
Estimated Italian SemioMiductor Consumption F<»'ecast (BilliCMis of Lira)
Total Semiconductor
Total IC
Bipolar TTL ECL
Bipolar Memory tiogic
HOS m«3S CMOS BiCHOS Other IC
MOS Memory Micro Logic
Linear Monolithic Hybrid
Total Discrete
Total Optoelectronic
Exchange Rate (Llt/US$l}
1988
Lit
Lit
Lit
Lit
1,278
1,030
103 84 19
103 10 93
728 264 442 9
13
728 327 189 211
199 184 15
209
40
1,302
1989
Lit
Lit
Lit
Lit
1,549
1,283
107 86 21
107 100 97
958 320 612 IS 8
958 465 220 273
218 203 15
226
40
1,368
1990
Lit
Lit
>
Lit
Lit
1
1
1
,588
r319
102 81 21
102 9 93
984 333 613 33 5
984 458 222 304
233 218 15
231
38
,368
1991
Lit
Lit
Lit
Lit
1,
1,
1.
1
1,
,906
,614
108 84 24
108 10 98
,239 369 803 63 4
,239 568 282 389
267 253 14
251
41
,368
1992
Lit
Lit
Lit
Lit
2,
2.
1
1
1
1
,500
,154
120 93 27
120 10
no ,712 432 ,165 112 3
,712 774 406 532
322 309 13
296
50
,368
1993
Lit
Lit
Lit
Lit
3,
2,
2
1
2 1
1
,081
,698
134 104 31
134 10 124
,189 487 ,507 193 2
,189 ,089 487 613
375 363 12
326
57
,368
1994 -
Lit
Lit
Lit
Lit
3,
3,
2,
1,
2, 1,
1,
,435
,011
146 110 36
146 10
136
,444 465 ,734 244 1
,444 ,240 584 620
421 409 12
356
68
,368
Note: Columns may not add to totals shown because of rounding.
Source: Oataquest September 1989
ESIS Volume I 0004952
© 1989 Dataquest Incorporated September 3.2-3
3.2.2 Italian Digital MOS ICs
ITALIAN MOS CONSUMPTION
DATAQUEST's estimates for Italian MOS consumption by technology and function for 1978 through 1983 are given in Table 3.2.2-2(a). Our forecast for Italian MOS consumption for 1984 through 1989 and 1994 is shown in Table 3.2.2-1(b).
Table 3.2.2-1(a)
ESTIMATED ITALIAN MOS CONSUMPTION HISTORY (Billions of Lira)
Total MOS
Technology NMOS PMOS CMOS
Function Memory Microprocessor Logic
1978
49
33 8 8
22 8 19
1979
66
45 10 11
32 10 24
1980
95
67 10 18
45 16 34
1981
100
68 10 22
49 16 35
Source:
1982
131
89 12 30
65 23 43
DATAQUEST September
1983
178
118 8 52
84 35 59
1984
ESIS Volume I C 1984 Dataquest Incorporated Oct. 10 ed. 3.2.2-1
3.2.2 Italian Digital MOS ICs
Table 3.2.2-1(b)
ESTIMATED ITALIAN MOS CONSUMPTION FORECAST (Billions of Lira)
Total MOS
Technology NMOS PMOS Ct«>S
Function Memory Microprocessor Logic
1983
178
118 8 52
84 35 59
1984
255
170 5 80
115 55 85
1985
357
228 3
126
153 84 120
1986 ' 435
252 2
181
180 108 147
1987
480
240 2
238
189 125 166
1988
606
267 0
339
235 164 207
Source:
1989 1994
819 2,468
316 0
782 0
503 1,686
308 232 279
DATAQUEST September
790 840 838
1984
Figure 3.2.2-1 shows DATAQUEST's estimates for MOS consumption growth in Italy for 1979 through 1989. From 1984 through 1989, we project a compound annual growth rate (CAGR) of 26.3 percent.
Figures 3.2.2-2 and 3.2.2-3 show DATAQUEST estimates for Italian MOS consumption by technology and function, respectively, for 1978 through 1989.
3.2.2-2 © 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
3.2.2 Italian Digital MPS ICs
Figure 3.2.2-1
ESTIMATED ITALIAN IK)S CONSUMPTION GROWTH (Percent Change In Lira over Previous Year)
50%
45 —
40 —
3 5 -
30 —
25 —
20 —
15 —
10 —
5 —
1 I I 1 1 1 \ 1 \ 1 r 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989
Source: DATAQUEST September 1984
ESIS Volume I C 1984 Dataquest Incorporated Oct. 10 ed. 3.2.2-3
3.2.2 Italian Digital MOS ICs
Figure 3.2.2-2
ESTIMATED ITALIAN MOS CONSUMPTION BY TECHNOLOGY (Billions of Lira)
Liteoo
5 0 0 -
4 0 0 -
3 0 0 -
2 0 0 -
1 0 0 -
CMO$
NMOS
PMOS
Source DATAOUEST S«ptwnb«r 1984
Figure 3.2.2-3
ESTIMATED ITALIAN MOS CONSUMPTION BY FUNCTION (Billions of Lira)
Ut320
Microprocessor
Source DATAOUEST September 19S4
3.2.2-4 e 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
3.3.6 Italian Telecommunications Semiconductor Market
Italy began modernizing its telecommunications system in the 1970s by supplying telephones and telephone exchanges to expand the subscriber trunk dialing system installed at that time. In the mid-1970s, however, there was a setback when telephone orders decreased, partly due to the oil crisis and partly because of the Italian government's refusal to raise tariffs in line with inflation.
Two companies were involved in running the telecommunications sector. SIP, a state-controlled company handling most of Italy's telephone traffic, and italtel (formerly known as Sit-Siemens), a state-owned company supplying equi nnent. Both companies are subsidiaries of IRI-Stet holding company. Both companies were badly hit by the deteriorating situation as well as by their own inefficiencies at that time.
In 1981, the Italian government intervened. It reorganized SIP and Italtel, and through these companies began a vigorous catching-up process with the rest of Europe in telecommunications networks. Although Italy has fewer telephones per home, there is already a sophisticated and mature cable system installed based on a 60MHz coaxial trunk system. The Italian communication authorities are also currently installing fiber-optic cables, of which 100 kilometers were scheduled for the period 1981 to 1983.
Today there is still no coherent modernization plan in Italy. This lack makes it difficult for the telecommunications equipment suppliers to develop a supplementary product strategy, because of the potential problems in compatibility with other planned products.
One of the problems is that there are two companies running the telephone network. SIP, a concessionaire of the state, handles telephone services in cities and some trunk calls. ASST, a state-owned company under the Ministry of Posts and Telecommunications, handles most of Italy's trunk connections. The two companies must reach some kind of cooperation before development work on national data networks and equipment can continue. DATAQUEST believes this cooperation has not been achieved to date.
In the first quarter of 1983, the Italian government decided that two companies, one from the private sector (Ing. C. Olivetti & Company) and one from the public sector (Italtel) were to be responsible for a program to equip Italy with a network of time-division electronic telephone exchanges. The aim of this program is to achieve 60 percent of the
ESIS Volume I © 1983 Dataquest Incorporated Dec. 26 ed. 3.3.6-1
3.3.6 Italian Telecommunications Semiconductor Market
national total by 1986, rising to 97 percent of the national total in 1990. To attain this goal, the Italian telcommunications authority is planning to invest Lit32,000 billion during the next 10 years. Of this amount, Lit29,000 billion is destined to extend the telephone network, and Lit3,000 billion is intended to expand telex, data packet switching, and telematic services. Both the Italian parliament and the Italian Ccanmunist Party would prefer a wide range of systems rather than the two-company solution in the belief that this would create more job opportunities.
Products currently under development for the Italian telecommunications network include packet switching, distributed data processing, videotex, electronic mail, high-speed facsimile, and teleconferencing systems.
Packet- and circuit-switching techniques are currently operating through existing telegraph centers and telephone exchanges. During the 1980s these will be progressively integrated into the new electronic network exchanges.
In 1982 Italtel formed a joint venture with General Telephone and Electronics (GTE) and Telettra (subsidiary of Fiat) to market a range of Proteo telephone exchanges in Italy and in countries that do not have North American standards. The consortium is called Italcom. A second switching system is planned so that Italcom would not have a monopoly. The systan will be manufactured either by FATME (Italian subsidiary of Ericsson) or FACE Standard (Italian subsidiary of ITT).
Italtel has also set up a telematics subsidiary to manufacture equipment for data transmission, office automation, and PABXs (including fiber optics).
Olivetti, traditionally a data processing equipment supplier, is currently an important supplier of telecommunications equipment to connect offices to the outside world. PABXs are made under license frcxn Northern Telecom and Plessey.
Telettra manufactures products for office automation and private networks. Recently the company signed a cooperation agreement with Hewlett-Packard to enable Telettra to provide integrated systems for office autCHnation and telecommunications.
Figures 3.3.6-1 and 3.3.6-2 show DATAQOEST's historical and forecast estimates of Italian semiconductor consumption by telecommunications end use in millions of U.S. dollars and in billions of lire, respectively.
3.3.6-2 1983 Dataquest Incorporated Dec. 26 ed. ESIS Volume I
3.3.6 Italian Telecommunications Semiconductor Market
Figure 3.3.6-1
ESTIMATED ITALIAN SEMICONDUCTOR CONSUMPTION HISTORY AND FORECAST-TELECCaiMUNICATIONS END USE
(Millions of Dollars)
200 -^
160 -
120 -
90 -
40-
T" 1977
— I — 1979 T r-
1981 —r-1983
"T" 1985 T T"
1987
Source: DATAQUEST December 1983
ESIS Volume I © 1983 Dataquest Incorporated Dec. 26 ed. 3.3.6-3
3.3.6 Italian Telecommunications Semiconductor Market
Figure 3.3.6-2
ESTIMATED ITALIAN SEMICONDDCTOR CONSUMPTION HISTORY AND FORECAST-TELECC»IMUNICATIONS END USE
(Billions of Lire)
300-1
200-
100-
1977 — I — 1S79
— I — 1981 1983 1965 -nr-
1997
Source: DATAQUEST December 1983
3.3.6-4 © 1983 Dataquest IncorE>orated Dec. 26 ed. ESIS Volume I
3.5 Italian Plant Locations
The map on page 3.5-3 shows plant locations for semiconductor manufacturers in Italy. The map key on page 3.5-2 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.
ESIS Volume I © 1989 Dataquest Incorporated September 3.5-1 0004924
OJ In I
SJ
Italian Plant Locations
©
*sO CO VO
d 0) r+ 0>
XI c n> M 3 o o "1 •a o CD «-f n> a C/5 n> •a r+ f t 3 cr n> -1
Company
Ansaldo ITT International Mistral SGS-Thomson SGS-Thomson Semikron Siemens
Rectifier
Texas Instruments Texas Instruments
Town
Genoa Latina Turin Sermoneta Agrate Catania Borne Sulmona Avezzano Rieti
Map Reference
A B C D F G H I £ J
Company
SGS-Thomson
Town
Kirkop
Company
Iskra
Town
Trbovl je
Prod u e t a
D i s c r e t e s D i s c r e t e s D i s c r e t e s D i s c r e t e s HOS LSI, lllfiWtV Rfl EO BPD, D i s , Itmax, ^itMndard l o g i c Discretes Discretes Production Stttrtft-1 992 Discretes, ttm. Wf:
Manufacturing Act Fab Teat Aas'y
X X X X
X X X X X X X X X X
Maltese Plant Locations
Map Reference Produfetii
Discretes, IC&
Manufacturing Act Fab Teat Asa'y
Yugoslavian Plant Locations
Map Reference ProdMctg
BPD, d iae i fa tes
Manufacturing flct Fab Test Ass'y
Source: Dataque Septemb
o o o
N> ll
m C/5 t-H
l/J <; o c 3 a> •—
3.5 Italian Plant Locations
{v:y:>>^:; -
MALTA^.k
ESIS Volume I 0004924
© 1989 Dataquest Incorporated September 3.5-3
3.5 Italian Plant Locations
(Page intentionally left blank)
3.5-4 © 1989 Dataquest Incorporated September ESIS Volume I 0004924
3.6 Italian Design Service Locations
Table 3.6-1 lists semiconductor design service locations for all of Italy. Each company entry shows the major products designed at each site for both merchant and captive manufacturers and identifies the class of service provided,
• Category A: Design Center
- A full design center has all the hardware and software design tools, in addition to engineering resources, necessary to design standard products as well as ASICs.
- Design centers are the domain of semiconductor manufacturers, although the semiconductors produced may be for merchant or captive consumption.
• Category B: Design Service Locations
- A design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. By far the majority of design service locations are used for designing ASIC gate arrays for cell-based ICs (CBICs).
- Most design service locations are owned by semiconductor vendors that rent workstation time to customers for a fee; however, some of the larger OEMs have invested in their own facilities for internal design groups (e.g., Bull, Lucas, MBB, and OUvetti). Essentially, these are captive design service locations.
• Category C: Independent Design Service Locations
- An independent design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. However, the location is owned by a third party independent of semiconductor vendors and is not dedicated to a specific OEM.
- Third-party design services provide training and rent workstation time for ASIC gate array and CBIC design. They tend to support several vendors' ASIC products.
ESIS Volume I ©1990 Dataquest Incorporated June 3.6-1 0007410 Reference material—will not be republished
3.6 Italian Design Service Locations
Table 3.6-1
Italian Semiconductor Design Service Locations
Company Location Code'
AMCC Ansaldo Austria Mikro Systeme European Silicon Structures Harris Semiconductor IMI International Rectifier ITT (FACE) LSI Logic Matra-Harris Mistral Motorola National Semiconductor NEC Neohm Olivetti Philips Plessey SGS-Thomson SGS-Thomson SGS-Thomson SGS-Thomson—1ST Siemens Sierra Semiconductor Texas Instruments Texas Instruments Thomson-CSF Toshiba VLSI Technology Zeltron
'Code M = Merchant C = Captive
Milan Genoa Milan Milan Milan Trieste Borgaro Torinese Solamo Agrate Milan Sermoneta Milan Milan Milan Turin Ivrea Milan Leini Agrate Castelletto Catania Agrate Milan Milan Rieti Milan Milan Milan Milan Campformido
^Product Category
M M M M M M M C M M M M M M M C M M M M M M M M M M M M M M
1 = Standard integrated circuits
2 = Custom circuits 3 = Standard cells 4 = Gate arrays 5 = Discretes and
optoelectronics
Type of Product Design
Category* Service' 1 2 3 4 5 A B C
X X X X X
X X X X
X X
X X
X X X
X X X X
X X X X X X
X X
X X X X
X X X X
X X
Type A =
X X X X
X X
X X X X X X X X X X X X
X X X X X X
: of
E
X
-
X X
X
X
Design Design
X X X X X X X X
X X X X
X X X X
X X
X X X X
X
Service center
B = Design service C = Independent design
service locations
Somce: Dataqueit (Jime 1990)
3.6-2 ©1990 Dataquest Incorporated June Reference material—will not be rq)ublished
ESIS Volume I 0007410
4.1 Scandinavian Economic Overview
Highlights on the four Scandinavian countries are outlined below. Tables 1 through 4 give the details of the main economic indicators for Denmark, Finland, Norway, and Sweden.
Highlights of the economic activity in the Scandinavian countries include the following:
• Denmark - The Danish economy recovered in 1989, after two years of recession, but the weak
recovery will not prevent the forecast rise in unemployment in 1990. Better growth prospects for 1991 will halt the increase in the unemployment rate, which is the highest in the region.
Growth in 1989 came entirely from exports, which should continue to rise but at a lower rate. In response to high export growth and slightly increasing domestic demand, investment is expected to rise, especially in 1991.
- Moderate wage settlements will keep increases in imit labor costs below those in the other Scandinavian countries. Inflation rates will be the lowest in the region, preventing deterioration of Denmark's competitive position.
- In spite of a positive trade balance and higher export than import growth, the current account will remain in deficit because of Wgh interest payments on the foreign debt.
• Finland
- As a result of 10 years of growth at an average annual rate of 3.5 percent, the Finnish economy is overheating. Investment expanded vigorously but will be affected adversely by high interest rates and much slower economic growth.
- A tight labor market with skill shortages and decreasing productivity is expected to lead to the highest increase in unit labor costs in the region in 1990.
- High domestic costs will erode Finland's international competitiveness further, resulting in higher import penetration and slow export growth.
Finland's cuixent account deficit is expected to increase further, to more than 4 percent of GDP in 1991.
• Norway - Norway's economy performed much better than expected. Increased production in
the oil sector and high oil prices boosted export earnings. Investment in mainland sectors decreased and is projected to decline considerably in 1990 but increase strongly in 1991.
- Wage rises are expected to be moderate, which will keep unit labor costs in line with the European average. Inflation rates are expected to be below average for OECD Europe, which should help to improve international competitiveness.
Unemployment remains high by Norway's standards. It is the second-highest rate in the region, after Denmark, but only one-half the forecast 1991 rate for Denmark.
- Buoyant energy exports in 1989 turned the current accoimt deficit into a surplus, which is expected to double by 1991.
ESIS Volume I ©1990 Dataquest Incorporated April 4.1-1 0006S82
4.1 Scandinavian Economic Overview
Sweden y- Sweden's GDP growth should be well below the European average in 1991 at
0.9 percent compared with OECD Europe's rate of 2.7 percent Investment showed healthy growth in 1989 but the rate is forecast to decline considerably in 1990 and to be negative in 1991 because of higher domestic interest rates and low economic growth.
- Inflation is a major problem in Sweden. Increases in unit labor costs are expected to be twice as high as the European averages of 3.8 percent in 1990 and 3.4 percent in 1991.
- Loss of market shares and higher import versus export growth because of reduced competitiveness at home and abroad will widen the current account deficit further to approximately 3 percent of GDP in 1991.
4.1-2 ©1990 Dataquest Incorporated April ESIS Volume I 0006582
4.1 Scandinavian Economic Overvievr
Table 1
Denmark Economic Indicators (Billions of Danish Kroner)
Economic Indicators 1987 1988 1989 1990 1991
GDP (Current Prices for 1987 and 1988)
GDP/Per Capita Fixed Investment Private Consumption Unit Labor Costs (In the
Business Sector) Industrial Production Inflation—GDP Deflator (%) Unemployment Rate (Percentage
of Labor Force) Exports (Goods and Services) Imports (Goods and Services) Current Account Balance of Payments
Percent Exports/GDP Exchange Rate (DKr per US$1) N/A = Not Available
Peiceat Oiasge bom Previous Year
Millions of Kroner
692.3
132.5 374.5
9.9' (2.7)' 5.1
7.8 219.7 206.8
(20.2) 32.0 6.84
(0.4)' 14^
(6.5)' (1.1)'
2.4' 0.7' 4.9
8.6 5.3' 0.6'
(12.1) 32.0 6.73
1.4' N/A (1.1)'
0
1.1' 2.5' 4.6
9.7 6.7' 4.2'
(11.7) N/A 7.33
1.3' N/A 0.5' 1.0'
2.7' 3.5' 3.5
9.5 5.0' 3.6'
(9.5) N/A 7.33
2.0' N/A
4.1' 1.8'
2.2' 4.0' 3.4
9.2 4.6' 4.5'
' (11.7) N/A 7.33
Soiuce: OECD DaUquesI > iril 1990
ESIS Volume I ®1990 Dataquest Ihcoiporated Apil 4.1-3 0006582
4.1 Scandinavian Economic Overview
Table 2
Finland Economic Indicators (Billions of Finnish Markkaa)
Economic Indicators 1987 1988 1989 1990 1991
GDP (Current Prices for 1987) GDP/Per Capita Gross Fixed Investment Private Consumption Unit Labor Costs (In the Business Sector)
Industrial Production Inflation—GDP Deflator (%) Unemployment Rate (Percentage
of Labor Force) Exports (Goods and Services) Imports (Goods and Services) Current Account Balance of
Payments Percent Exports/GDP Exchange Rate (FMlc per US$1) N/A = Not Available 1 Peicent Qiaiige from Previous Year
2 Millions of Marklcaa
391.6 0.08' 93.3 214
4.3' 4.2' 5.2
5.1 100
97.8
(12.6) 25.0 4.4
5.2' 0.09'
8.9' 5.0'
3.6' 5.4' 6.8
4.6 3.9'
11.5'
(17.6) 25.0 4.2
4.6' N/A 11.7' 4.3'
6.6' 4.3' 7.8
3.5 2.4' 7.8'
(18.1) N/A 4.3
2.2' N/A 2.0' 3.0'
8.0' 3.0' 6.7
3.6 2.4' 3.9'
(22.4) N/A 4.3
Source
1.1' N/A (2.3)' 2.0'
5.8' 2.5' 5.8
4.1 2.7' 2.3'
(24.5) N/A 4.3
: OECD Dalaquest April 1990
4.1-4 ©1990 Dataquest Incorporated April ESIS Volume I 0006S82
4.1 Scandinavian Economic Overview
Table 3
Norway Economic Indicators (Billions of Norwegian Kroner)
Economic Indicators 1987 1988 1989 1990 1991
GDP (Current prices for 1987 GDP/Per Capita Fixed Investment Private Consumption Unit Labor Costs (In the Business Sector)
Industrial Production Inflation—GDP Deflator (%) Unemployment Rate (Percent of Labor Force)
Exports (Goods and Services) Imports (Goods and Services) Current Account Balance of Payments
Percent Exports/GDP Exchange Rate (NKr per US$1) N/A = Not Available 1 Percent Oiange from Previous Year
2,
563 0.13'
157.9 297.6'
8.9' 0.9' 6.0
2.1 200.1 211.9
(27.6) 36.0 6.7
2.3' 0.14' 4.0'
(2.3)'
6.0' 0.1' 2.9
3.2 5.9'
(2.5)'
(24.1) 36.0 6.52
5.8' N/A (6.6)' (1.9)'
0.1' 0.2' 2.3
5.1 15.0' (2.4)'
12.4 N/A 6.91
2.2' N/A
(20.6)' (1.2)'
3.8' 1.7' 3.5
4.9 3.0' 0.9'
22.1 N/A 6.91
Source
2.1' N/A 21.3* (1.8)'
3.4' 2.6' 4.0
4.6 2.7' 4.2'
24.9 N/A 6.91
: (SCD Dataqunt A{Dl 1990
Millions of Kroner
ESIS Volume I ©1990 Dataquest Incorpoiated April 4.1-5 0006582
4.1 Scandinavian Economic Overview
Table 4
Sweden Economic Indicators (Billions of Swedish Kronor)
Economic Indicators 1987 1988 1989 1990 1991
GDP (Current Prices for 1987 1,005.2 2.5' 2.1' 1.2' 0.9' and 1988)
GDP/Per Capita Fixed Investment Private Consumption Unit Labor Costs (In tlie
Business Sector) Industrial Production Inflation—GDP Deflator (%) Unemployment Rate (Percent of
Labor Force) Exports (Goods and Services) Imports (Goods and Services) Current Account Balance of Payments
Percent Exports/GDP Exchange Rage (SKr per US$1) N/A = Not Available
Peicent Change fiom Pievicus Year
MUlions of Kicoor
0.13' 190.9 526.3
5.8
2.2' 5.3 1.9
326.1 305.1
(6.7)
32.0 6.34
0.14' 5.4' 2.6' 7.4'
1.9' 6.3 1.6
3.0' 5.0'
(15.3)
36.0 6.13
N/A 8.0' 1.4' 9.0'
4.0' 7.5 1.3
4.1' 6.2'
(25.2)
N/A 6.46
N/A 1.5' 1.4' 7.6'
2.5' 8.5 1.7
3.2' 4.1'
(31.0)
N/A 6.46
Souice:
N/A (1.1)'
1.8' 7.0'
2.0' 7.5 2.0'
3.3' 4.1'
(40.7)
N/A 6.46
; Dataquest April 1990
4.1-6 ©1990 Dataquest Incorporated Apnl ESIS Volume I 0006582
4.2 Scandinavian Semiconductor Device Markets
INTRODUCTION
Dataquest's European Semiconductor Industry Service analyzes the follo\wing semiconductor device markets in Scandinavia:
Total semiconductor
Total IC
Bipolar digital IC
MOSIC
LinearIC
Total discrete
Transistor
Diode
Thyristor
Other discrete
Total optoelectronic
LED lamp
LED display
Optical coupler
Other optoelectronic
Tables 4.2-l(a) and (b) show Dataquest's estimates of Scandinavian semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Introduction to the Service" in Volumes I, II, and III.
ESIS Volume I 0004951
© 1989 Dataquest Incorporated September 4.2-1
4.2 Scandinavian Semiconductor Device Markets
Table 4.2-l(a)
Estimated Scandinavian Semiconductor Consumption Histoiy (Millions of Swedish Krona)
Total Semiconductor
Total IC
Bipolar TTL ECL
Bipolar Memory Logic
MOS NMOS CMOS BiCHOS Other IC
MOS Memory Micro Logic
Linear Monolithic Hybrid
Total Discrete
Total Optoelectronic
Exchange Kate (SKr/US$l)
1982
SKr
SKr
SKr
SKr
1,439
886
195 176 19
195 44
151
421 289 94 0 38
421 208 75
138
270 270 0
477
76
6.28
SKr
SKr
SKr
SKr
1983
1,878
1,304
276 253 23
276 61 215
690 460 199 0
31
690 330 130 230
338 338 0
483
91
7.67
SKc
SKr
1
SKr
SKr
1984
3,268
2,564
496 446 50
496 91 405
1,481 1,017 447 0
17
1,481 703 331 447
587 587 0
588
116
8.27
SKr
SKr
SKr
SKr
1985
3,359
2,630
516 464 52
516 103 413
1,453 911 516 0 26
1,453 542 378 533
661 661 0
609
120
8.60
SKr
SKr
SKr
SKr
1986
3,034
2,337
435 392 43
435 100 335
1,310 748 555 0 7
1,310 470 342 498
592 592 0
569
128
7.12
SKr
SKr
SKr
SKr
1987
2,906
2,227
362 292 70
362 32 330
1,300 710 571 13 6
1,300 374 355 571
565 533 32
571
108
6.34
SKr
SKr
SKr
SKr
1988
3,831
3,106
425 352 73
425 40 385
1,920 757
1,077 27 59
1,920 662 594 664
761 696 65
595
131
6.13
Note: Columns may not add to totals shown because of rounding.
Source: Dataquest September 1989
4.2-2 © 1989 Dataquest Incorporated September ESIS Volume I 0004951
4.2 Scandinavian Semiconductor Device Markets
Table 4.2-l(b)
Estimated Scandinavian Semiconductor Consumption Forecast (Millions of Swedish Krona)
Total Semiconductor
Total IC
Bipolar TTL ECL
Bipolar Memory Logic
MOS NNOS CMOS BICHOS Other IC
MOS Memory Micro Logic
Linear Monolithic Hybrid
Total Discrete
Total Optoelectronic
exchange Rate (SKr/US$l)
1988
SKr
SKr
SKr
SKr
3,831
3,106
425 352 73
425 40 385
1,920 757
1,077 27 59
1,920 662 594 664
761-696 65
595
131
6.13
1989
SKr
SKr
SKr
SKr
4,528
3,761
435 359 76
435 41 394
2,505 912
1,502 54 37
2,505 969 689 847
821 757 64
637
130
6.36
1990
SRr
SKr
SKr
SKr
4,801
4,026
417 339 78
417 37 380
2,734 939
1,669 99 27
2,734 1,076 725 933
875 814 61
651
124
6.36
1991
SKr
SKr
SKr
SKr
5,486
4,649
404 315 89
404 41 363
3,241 981
2,064 178 18
3,241 1,284 873
1,084
1,004 946 58
707
130
6.36
1992
SKr
SKr
SRr
SKr
6,979
5,984
454 366 88
454 42 412
4,324 1,038 2,962 311 13
4,324 1,709 1,154 1,461
1,206 1,152
55
834
161
6.36
]
SKr
SKr
SRr
SKr
L993
8,217
7,125
486 382 104
486 40 446
5,233 1,026 3,663 536 8
5,233 2,282 1,330 1,621
1,406 1,354
52
906
186
6.36
1
SKr
SKr
SKr
SRr
L994
8,884
7,762
560 436 124
560 36 524
5,742 1,214 3,799 723 6
5,742 2,324 1,666 1,752
1,460 1,412
48
916
206
6.36
Note: Columns may not add to totals shown because of rounding.
Source: Dataquest September 1989
ESIS Volume 1 0004951
© 1989 Dataquest Incorporated September 4.2-3
4.2.2 Scandinavian Digital MOS ICs
SCANDINAVIAN MPS CONSOMPTION
DATAQUEST's estimates for Scandinavian MOS consumption by technology and function for 1978 through 1983 are given in Table 4.2.2-l(a). Our forecast for Scandinavian MOS consumption for 1984 through 1989 and 1994 is shown in Table 4.2.2-1(b).
Table 4.2.2-1(a)
ESTIMATED SCANDINAVIAN MOS CONSUMPTION HISTOR JT (Millions of Dollars)
1978 1979 1980 1981 1982 1983
Total MOS 37 55 80 61 67 90
Technology NMOS PMOS CMOS
25 5 7
37 8 10
55 8 17
42 6 13
46 6 15
60 4 26
Function Memory Microprocessor Logic
18 6 13
26 9 20
38 13 29
30 10 21
33 12 22
43 17 30
Source: DATAQUEST September 1984
ESIS Volume I e 1984 Dataquest Incorporated Oct. 10 ed. 4.2.2-1
4.2.2 Scandinavian Digital MOS ICs
Table 4.2.2-1(b)
ESTIMATED SCANDINAVIAN MOS CONSUMPTION FORECAST (Millions of Dollars)
Total MOS
Technology MHOS PMOS CMOS
Function Memory Hlcropcocessoc Logic
1983
90
60 4 26
43 17 30
1984
127
85 2
40
58 27 42
1985
172
110 1
61
73 41 58
1986
203
118 1
84
83 51 69
1987
220
110 0
110
87 58 75
1988
271
119 0
152
105 74 92
Source:
1989
358
138 0
220
134 102 122
DATAQUEST September
1994
968
302 0
666
304 335 329
1984
Figure 4.2.2-1 shows DATAQOEST's estimates for MOS consumption growth in Scandinavia for 1979 through 1989. From 1984 through 1989, we project a compound annual growth rate (CAGR) of 23.0 percent.
Figures 4.2.2-2 and 4.2.2-3 show DATAQUEST estimates for Scandinavian MOS consumption by technology and function, respectively, for 1978 through 1989.
4.2.2-2 C 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
4.2.2 Scandinavian Digital MOS ICs
Figure 4.2.2-1
ESTIMATED SCANDINAVIAN MOS CONSUMPTION GROWTH (Percent Change in Dollars over Previous Year)
50% - p
4 0 -
3 0 -
2 0 ^
1 0 -
0
- 1 0 -
- 2 0 -
-30 1 1 1 1 1 1 1 1 1 1 T 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989
Source: DATAQUEST September 1984
ESIS Volume I O 1984 Dataquest Incorporated Oct. 10 ed. 4.2.2-3
4.2.2 Scandinavian Digital MOS ICs
Figure 4.2.2-2
ESTIMATED SCANDINAVIAN MOS CONSUMPTION GROWTH (Million of Dollars)
$220 CMOS
NMOS
PMOS
Figure 4.2.2-3 Source OATAOUEST
Saptambar 1984
ESTIMATED SCANDINAVIAN MOS CONSUMPTION BY FUNCTION (Millions of Dollars)
1140
1 2 0 -
100 — Microprocessor
1978
Sourca: DATAQUEST Saptambar 1964
4.2.2-4 © 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
4.5.6 Scandinavian Telecommunications Semiconductor Market
SWEDEN
Sweden currently has the highest telephone density in the world. As a result, the cost of converting to an integrated digital network service, a program that began in 1980, will be high and take many years. Ericsson is the main supplier to this program with its AXE stored-program control systems, available since 1977 and used worldwide.
At present, the Swedish telecommunications network uses coaxial cabling exclusively. From 1984, however, fiber-optic transmission will be used in the larger city areas. An Ericsson subsidiary, Sieverts Kableverk, has the advanced technology necessary to carry out limited trials of fiber-optic transmission.
Other products include:
« Datex - a nationwide public data network set up in 1981
* Telepak - a service to handle two-way traffic with countries operating other types of systems
• A fully automated telex network that is expected to coexist with Teletex in the future (In the 1980s telex connections are forecast to increase at a rate of 6 percent per annum.)
The reason for delaying the changeover at the moment is that the existing network is still very efficient. implementing fiber optic cabling was not considered earlier due to the fact that the existing cable network is still very efficient.
For the future the following are planned:
Telefax - a facsimile service
Atesto - a computerized message-switching system
A nationwide alarm system network
A teleconferencing, Datavision, and videotex service
Voice store-and-forward service
ESIS volume I ©1983 Dataquest Incorporated Dec. 26 ed. 4.3.6-1
4.3.6 Scandinavian Telecommunications Semiconductor Market
Sweden is well-developed in international communications through the Nordic Public Data Network, Tymnet, Telenet, Euronet (which is scheduled for the end of 1983), and the European telecommunications satellite, INTELSAT. In the future, Sweden will have the Tele-X, a multipurpose satellite carrying both TV and data-transmission transponders. Sweden is also covered by several foreign satellite broadcasting systems including German, Russian, French, and British systems.
FINLAND
In Finland, the telephone trunk network plus 86 trunk exchanges have been automatic since 1980. Several digital exchanges are to be introduced, so that by the end of the 1990s around 30 to 50 percent of all telephone traffic will be through digital exchanges.
Finland's public data network started operations in 1981; there is also a limited packet-switched network service.
Fiber-optics are scheduled to be introduced on a mass scale after 1985. Trials are currently taking place in this area.
Other products include:
• Teletex - The annual investment in the telex network during the 1981-1985 period is estimated at $4.8 million.
W Facsimile is also growing, but the growth is expected to decline by the end of the 1980s. it will be superseded by teletex and other electronic mail services.
« Audio conferencing services and a public videotex service are scheduled for the future.
* Mobile radio network is currently one of the largest in the world with more than 28,000 subscribers.
NORWAY
Norway is one of the largest users of telephone and data communications due to the difficult geographic conditions and the importance of offshore industries.
4.3.6-2 ©1983 Dataquest Incorporated Dec. 26 ed. ESIS Volume I
4.3.6 Scandinavian Telecommunications Semiconductor Market
A cellular automatic mobile radio telephone service has recently been introduced and the goal is for 128,300 subscribers by 1993. Pull automation should be completed by 1985.
The telephone network, currently approximately 2 million lines, is planned to reach 2.25 million by the end of 1992, when the telephone density will be 81 per 100 inhabitants.
In 1982 digital transmission in telex circuits and mobile radio service began. Approximately 500,000 digital lines are to be put in until 1986, with digital PABXs serving between exchanges and other points.
The circuit-switched public data network currently numbers approximately 12,000 subscribers, and should rise to 42,700 by 1992.
The Norwegian state broadcasting company, NRK, has recently put forward plans to establish a pay TV service beginning in 1985, using the European communications satellite to which Norway is linked. Other services include microwave links, IbOlARSAT satellite services, land and marine mobile radio telephones, citizen band radios, public teleconferencing service, which now exists in two cities, automatic telex network, national alarm system (with 18,800 subscribers by 1993), radio paging, videotex, and teletex.
DENMARK
In Denmark the telephone communications services are controlled by three regional telephone operating companies and the PTT.
New digital transmission and switching facilities were introduced in 1980. A teletex service is currently being introduced. The number of subscribers is forecast to rise to 300,000 by 1985.
Denmark is about to invest in a broadband cable network for data and TV transmission at an estimated cost of DKr4 billion. Legislation has been passed to remove restrictions on cable TV and enable Denmark to cable up in time for satellite TV transmissions after 1985.
ESIS Volume I ©1983 Bataquest Incorporated Dec. 26 ed. 4.3.6-3
4.3.6 Scandinavian Telecommunications Semiconductor Market
COMMON PLANS
The four Scandinavian telecommunications authorities have a common plan for the introduction of videotex, national facsimile service, automated directory assistance, an alarm network, a data retrieval system for the Danish savings banks, an on-line information system for farmers, and optical transmission systems (currently undergoing tests).
Over the years the four Scandinavian countries have been working closely to coordinate telecommunications services throughout Scandinavia. In 1980 an agreement was signed by all four telecommunications authorities formally establishing their cooperation.
Figure 4.3.6-1 shows DATAQUEST's historical and forecast estimates of Scandinavian semiconductor consumption by telecommunications end use.
Figure 4.3.6-1
ESTIMATED SCANDINAVIAN SQIICONDUCTOR CONSUMPTION HISTORY AND FORECAST-TELECOMMUNICATIONS END USE
(Millions of Dollars)
300 n
200 -
100-
—I—r 1983
— I — 1985 —T"
1987 "T-1977
—T" 1979 —r-
1981
Source: DATAQUEST December 198 3
4.3.6-4 © 1983 Dataquest Incorporated Dec. 26 ed. ESIS Volume I
4.5 Scandinavian Plant Locations
The map on page 4.5-3 shows plant locations for semiconductor manufacturers in the Scandinavian countries. The map key on page 4.5-2 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.
ESIS Volume I © 1989 Dataquest Incorporated September 4.5-1 0004925
Ln I to
C fD M
a o
I o CD
fD
a CO 0) •a t - f n B a* rt) •-»
o o o U3 N) tn
m CO t — «
CO < o r. 3 n h-H
Company
Micronas Inc. Vaisala
Town
Espoo Helsinki
Map Reference
A A
Finnish Plant Locations
Manufacturing Act Products Fab Test Ass'y
Custom MOS LSI X X MOS LSI, CMOS standard circuits X X
©
^ Swedish Plant Locations o (u 03 Map jManufactuting Ao " Company Town Reference Products gab Test Ass'y
ASEA Brown boveri Jarfalla B CMOS custom LSI, opto, discrete X X X Ericsson Components Stockholm B Bipolar, MOS, custom, power discretes X X X
Source: Dataqu Septem
4.5 Scandinavian Plant Locations
DENMARK
ESIS Volume I 0004925
© 1989 Dataquest Incorporated September 4.5-3
4.5 Scandinavian Plant Locations
(Page intentionally left blank)
4.5-4 © 1989 Dataquest Incorporated September ESIS Volume I 0004925
4.6 Scandinavian Design Service Locations
Table 4.6-1 lists semiconductor design service locations for all Scandinavian countries. Each company entry shows the major products designed at each site for both merchant and captive manufacturers and identifies the class of service provided.
• Category A: Design Center
- A full design center has all the hardware and software design tools, in addition to engineering resources, necessary to design standard products as well as ASICs.
- Design centers are the domain of semiconductor manufacturers, although the semiconductors produced may be for merchant or captive consumption.
• Category B: Design Service Locations
- A design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. By far the majority of design service locations are used for designing ASIC gate arrays for cell-based ICs (CBICs).
- Most design service locations are owned by semiconductor vendors that rent workstation time to customers for a fee; however, some of the larger OEMs have invested in their own facilities for internal design groups (e.g.. Bull, Lucas, MBB, and Olivetti). Essentially, these are captive design service locations.
• Category C: Independent Design Service Locations
- An independent design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. However, the location is owned by a third party independent of semiconductor vendors and is not dedicated to a specific OEM.
- Third-party design services provide training and rent workstation time for ASIC gate array and CBIC design. They tend to support several vendors' ASIC products.
ESIS Volume I ©1990 Dataquest Incorporated June 4.6-1 0007411 Reference matenal-^wiU not be tq>iibliShe(i
4.6 Scandinavian Design Service Locations
Table 4.6-1
Scandinavian Semiconductor Design Service Locations
: • • :
Company Finnish Semiconductor Design Service Locations Micronas Vaisala
Norwegian Semiconductor Design Service Locations ITT (SRT) LSI Logic Norsk Data
Swedish Semiconductor Design Service Locations ABB AMCC Austria Mikro Systeme Ericsson Components European Silicon Structures
Matra-Harris Motorola National Semiconductor NEC Philips SAAB STC (Stantel) SGS Thomson—1ST Texas Instruments Toshiba ZyMOS
'Code M = Merchant C = Captive
Location
Helsinki Helsinki
Oslo Oslo Oslo
Stockholm Stockholm Stockholm Kista
Gothenberg Stockholm Stockholm Stockholm Stockholm Stockholm Trollattan Sidcup Stockholm Stockholm Stockholm Stockholm
^Product Category 1
2 3 4 5
Code'
M/C M
C M C
M M M M
M M M M M M M M M M M M
= Standard integrated circuits
= Custom circuits = Standard cells = Gate arrays = Discretes and
optoelectronics
Product Category^
1 2
X X X
X
X
X X X
X
X X
3
X
X X
X X X
X
X X X X X X X X X X
"Type
A = E \ = C =
4
X
X X
X X X
X X X X X X X X X X X
! of
5
X
Type of Design Service*
A
X
X
X
X X
Design Design Design
B C
X
X X X
X X
X X X X X X
X X X X
Service center service
Independent design service locations
Souice: Datoquest (June 1990)
4.6-2 ©1990 Dataquest Incorporated June Reference material—^will not be lepablished
ESIS Volume I 0007411
5.1 United Kingdom and Ireland Economic Overview^
Highlights on the British and Irish economies are presented in this section.
United Kingdom
British economy highlights include the following:
• The booming economy has aggravated inflation and the current account deficit.
• Inflation will peak at 7 percent in early 1989, but it might fall to approximately 5 percent by the end of 1989.
• The current account of the balance of payments is expected to show a deficit of £13.1 billion in 1988, increasing to £14.8 billion in 1989 and £16.5 billion in 1990.
• Investment is the most rapidly growing component of demand in the United Kingdom and is expected to continue growing in spite of high interest rates. Manufacturing investment rose by 16 percent in 1988 and will rise by more than 10 percent in 1989.
• Private consumption is forecast to slow in 1989 and 1990.
• Unemployment, after declining by half a million in the 12 months preceding September 1988, will continue to fall, but at a slower rate.
• Wage inflation accelerated, reaching an annual rate of 9.25 percent in August 1988.
Ireland
Irish economy highlights include the following:
• Ireland's economy is expected to show a higher growth rate in 1989 than was previously forecast early in 1988.
• Exports have boomed, and for the first time in 20 years there is a current account surplus. However, any downturn in the Western economies could have serious consequences for the Irish economy because exports account for 67 percent of Ireland's GNP. Nearly 40 percent of Ireland's total trade is with the United Kingdom.
• Inflation fell to 3.2 percent in 1987, the lowest rate in 20 years.
ESIS Volume I © 1989 Dataquest Incorporated February 5.1-1 0003054
5.1 United Kingdom and Ireland Economic Overview
• The unemployment rate of 19 percent is the second highest in the European Community after Spain and is likely to rise further. The high unemployment is expected to result in modest wage increases.
• The national debt is one of the highest per capita in the world at Ir£26.3 million.
(Tables 1 and 2 give details of the main economic indicators for the United Kingdom and Ireland, respectively.)
Table 1
U.K. Economic Indicators (Billions of Pounds Sterling except GDP/Per Capita Data)
Economic Indicators
GDP at Current Prices
GDP/Per Capita
Private Nonresidential Investment
1997
£414.5
£7.10
1988
i.3%*
8.0%
£47.9 13.3%*
1989
3.0\*
5.3%
8.5%*
1990
2.0%*
N/A
4.5%*
Private Consiimption at Market Prices
Unit Labor Costs
Productivity
Industrial Production
Inflation
Unemp 1 oyitient (Percent of Labor Force)
Exports
Imports
Trade Balance Deficit
Current Account Balance of Payments
Percent Exports/GDP
Exchange Rate (£/US$)
N/A = Not Available •Percentage growth from previous year
£258.4
4.0%*
1.8%*
£109.7
4.4%
10.4%
£79.4
£89.0
(£9.6)
(£2.5)
19.7%
0.61
5.8%*
5.8%*
1.8%*
6.5%*
6.3%
8.5%
£81.5
£100.3
(£18.8)
(£13.1)
N/A
0.57
3.8%*
6.0%*
1.8%*
3.8%*
6.0%
7.8%
£88.4
£110.0
(£22.2)
(£14.8)
N/A
0.57
2.8%*
5.5%*
1.8%*
2.3%
N/A
8.0%
£94.6
£119.1
(£24.5)
(£16.5)
N/A
0.57
Source; OECD Dataguest February 1989
5.1-2 © 1989 Dataquest Incorporated February ESIS Volume I 0003054
5.1 United Kingdom and Ireland Economic Overview
Table 2
Irish Economic Indicators (Billions of Irish Pounds Sterling except GDP/Per Capita Data)
Economic Indicators
Real GNP
GDP/Per Capita
Gross Fixed Investment
Private Consumption at Market Prices
Unit Labor Costs
Productivity
Industrial Production
Inflation
Unemployment (Percent of Labor Force)
Exports
Imports
Trade Balance Surplus
Current Account Balance of Payments
Percent Exports/GNP
Exchange Rate (I£/$)
1987
Ir£17.8
Ir£5,495.3
lr£3.4
Ir£ll.l
N/A
2.3%*
8.0%*
3.2%
19.0%
Ir£10.7
Ir£9.2
Ir£1.5
Ir£0.3
67.0%
0.67
1989
1.8%*
N/A
0.3%*
1.0%*
3.3%*
2.3%*
11.0%*
2.3%
19.5%
11.0%*
7.8%*
Ir£2.0
Ir£0.3
N/A
0.66
1989
2.5%*
N/A
5.0%*
1.8%*
2.8%*
2.3%*
7.0%*
3.0%
19.7%
11.0%*
8.0%*
N/A
Ir£0.3
N/A
0.66
1990
2.3%*
N/A
4.8%*
2.0%*
3.3%*
2.3%*
8.0%*
3.5%
N/A
N/A
N/A
N/A
N/A
N/A
0.66
N/A = Not Available •Percentage growth from previous year
Source: OECD, CSO Dublin Dataquest February 1989
ESIS Volume I 0003054
© 1989 Dataquest Incorporated February 5.1-3
5.2 U.K. and Irish Semiconductor Device Markets
INTRODUCTION
Dataquest's European Semiconductor Industry Service analyzes the following semiconductor device markets in the United Kingdom and Ireland:
Total semiconductor
Total IC
Bipolar digital IC
MOSIC
LinearIC
Total discrete
Transistor
Diode
Thyristor
Other discrete
Total optoelectronic
LED lamp
LED display
Optical coupler
Other optoelectronic
Tables 5.2-l(a) and (b) show Dataquest's estimates of U.K. and Irish semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Introduction to the Service" in Volumes I, II, and III.
ESIS Volume I 0004950
© 1989 Dataquest Incorporated September 5.2-1
5.2 U.K. and Irish Semiconductor Device Markets
Table 5.2-l(a)
Estimated U.K. and Irish Semiconductor Consumption History (Millions of Pounds)
Total Semiconductor
Total IC
Bipolar TTL ECL
Bipolar Memory Logic
MOS NMOS CMOS BiCMOS Other IC
MOS Memory Micro Logic
Linear Monolithic Hybrid
Total Discrete
Total Optoelectronic
Exchange Rate (£/US$l)
1982
£402
£251
55 50 5
55 13 42
119 82 27 0 10
119 59 21 39
77 '77 0
£131
£ 20
0.57
1983
£549
£408
85 79 6
85 19 66
216 145 62 0 9
216 103 42 71
107 107 0
£113
£ 28
0.66
1984
£926
£746
148 137 11
148 30 118
429 303 121
0 5
429 204 96
129
169 169
0
£143
£ 37
0.75
1985
£919
£737
148 135 13
148 34 114
404 255 145
0 4
404 156 100 14«
185 185
0
£146
£ 36
0.77
1986
£876
£690
133 121 12
133 30
103
384 217 166
0 1
384 136 99 149
173 173
0
£144
£ 42
0.68
1987
£961
£736
115 90 25
115 13
102
453 235 212
4 2
453 153 121 179
168 159
9
£187
£ 38
0.61
1988
£1,249
£1,037
116 94 22
116 10
106
724 312 395 11 6
724 372 170 182
197 183 14
£ 174
£ 38
0.56
Note: Columns may not add to totals shown because of rounding.
Source: Dataquest September 1989
5.2-2 © 1989 Dataquest Incorporated September ESIS Volume I 0004950
5.2 U.K. and Irish Semiconductor Device Markets
Table 5.2-1 (b)
Estimated U.K. and Irish Semiconductcn* Consiunption F(»'ecast (Millions of Pounds)
- • •
Total Semiconductor
Total IC
Bipolar TTL ECL
Bipolar Memory Logic
MOS NMOS CMOS BiCMOS Other IC
MOS Memory Micro Logic
Linear Monolithic Hybrid
Total Discrete
Total Optoelectronic
Exchange Rate (£/US$l)
1
£1
£1
£
£
959
,249
,037
116 94 22
116 10 106
724 312 395 11 6
724 386 170 182
197 183 14
174
38
0.56
1999
£1,508
£1
£
£
,284
118 96 23
118 10 108
952 374-551 24 3
952 525 195 232
213 198 15
187
37
0.58
1990
£1,615
£1
1
1
£
£
1
,389
113 90 23
113 10 103
,048 388 616 42 2
,048 586 206 256
228 214 14
191
36
0.58
1991
£1,883
£1
1
1
£
£
I
,636
127 100 27
127 11 116
,248 403 769 74 2
,248 693 250 305
261 248 13
207
40
0.58
1992
£2,437
£2
1
1
1
£
£
I
,143
139 108 31
139 11 128
,690 458 ,102 129 1
,690 926 350 414
314 302 12
245
49
0.58
1993
£2,966
£2
2
1
2 1
.
£
£
I
,644
153 118 35
153 10 143
,123 486 ,414 222 1
,123 ,258 407 458
368 356 12
266
56
0.58
1994
£3,264
£2,913
159 121 38
159 10 149
2,353 533
1,518 301 1
2,353 1,351 496 506
401 390 11
£ 288
£ 63
0.58
Note: Columns may no t add t o t o t a l s shown because of rounding.
Source : Dataques t September 1989
ESIS Volume I 0004950
© 1989 Dataquest Incorporated September 5.2-3
5.2 U.K. and Irish Semiconductor Device Markets
(Page intentionally left blank)
5.2-4 © 1989 Dataquest Incorporated September ESIS Volume I 0004950
5.2.2 U.K. and Irish Digital MOS ICs
U.K. AND IRISH MOS CONSUMPTION
DATAQUEST's estimates for U.K. and Irish MOS consumption by technology and function for 1978 through 1983 are given in Table 5.2.2-l(a). Our forecast for U.K. and Irish MOS consumption for 1984 through 1989 and 1994 is shown in Table 5.2.2-1(b).
Table 5.2.2-1(a)
ESTIMATED U.K. AND IRISH MOS CONSUMPTION HISTORY (Millions of Pounds)
Total MOS
Technology NMOS PMOS CMOS
Function Memory Microprocessor Logic
1978
58
39 9 10
27 9 22
1979
74
50 10 14
35 12 27
1980
102
71 11 20
48 17 37
1981
92
63 9 20
44 16 32
Source:
1982
119
82 10 27
59 21 39
DATAQUEST September
1983
216
145 9 62
103 42 71
1984
ESIS Volume I e 1984 Dataquest Incorporated Oct. 10 ed. 5.2.2-1
5.2.2 U.K. and Irish Digital MOS ICs
Table 5.2.2-1(b)
ESTIMATED U.K. AND IRISH MOS CONSUMPTION (Millions of Pounds)
Total MOS
Technology NHOS PHOS CMOS
Function Memory Hlccopcocessor Logic
1983
216
145 9 62
103 42 71
1984
323
215 5
103
146 69 108
1985
456
290 4
162
195 107 154
1986 ~"""~ 559
325 2
232
230 139 190
1987
625
312 1
312
247 164 214
1988 • " • ^ • • ^
800
352 1
447
310 217 273
Source:
1989
1,086
419 0
667
406 309 371
1994
3,377
1,000 0
2,377
1,043 1,175 1,159
DATAQUEST September 1984
Figure 5.2.2-1 shows DATAQUEST's estimates for MOS consumption growth in the United Kingdom and Ireland for 1978 through 1989. From 1984 through 1989, we project a compound annual growth rate (CAGR) of 27.5 percent.
Figures 5.2.2-2 and 5.2.2-3 show DATAQUEST estimates for U.K. and Irish MOS consumption by technology and function, respectively, for 1978 through 1989.
5.2.2-2 © 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
5.2.2 U.K. and Irish Digital MOSICs
Figure 5.2.2-1
ESTIMATED U.K. AND IRISH MOS CONSUMPTION GROWTH (Percent Change in Pounds Over Previous Year)
X90
80 —
7 0 -
6 0 -
50 —
40 —
30 —
20 —
10 —
- 1 0 T 1 1 \ 1 1 1 1 1 1 \ 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989
Source: DATAQUEST September 1964
ESIS Volume I O 1984 Dataquest Incorporated Oct. 10 ed. 5.2.2-3
5.2.2 U.K. and Irish Digital MOS ICs
Figure 5.2.2-2
ESTIMATED U.K. AND IRISH MOS CONSUMPTION BY TECHNOLOGY (Millions of Pounds)
X700
e o o -
5 0 0 -
4 0 0 -
300 —
200 —
1 0 0 -
CMOS
NMOS
PMOS
1S7B 1080 1982 1964 igse 1986
Soum: DATAQUEST SwtttmtMT 1984
Figure 5.2.2-3
ESTIMATED U.K. AND IRISH MOS CONSUMPTION BY FUNCTION (Millions of Pounds)
X450
Microprocessor
Sourc: OATAQUEST S*llUml»r 1984
5.2.2-4 e 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
5.3.6 U.K. and Irish Telecommunications Semiconductor Market
UNITED KINGDOM
The U.K. government first outlined its plans to liberalize the U.K. telecommunications market in 1980. At that time the U.K. Post Office had a statutory monopoly by which it had the sole right to supply all telecommunications equipment and services. This situation created little incentive to meet customer demand.
The 1981 British Telecommunications Act divided the Post Office into two corporations—telecommunications (called British Telecom or B.T.) and mail with Giro. Telecommunications monopoly was reduced in three areas—customer equipment, services on the B.T. network, and the network itself.
B.T. set up a division called British Telecc^ Enterprises to supply customer equi^nnent. B.T. also formed national networks supplying advanced digital communication services to compete with Mercury, the private sector network set up by a private consortium headed by Cable and Wireless pic, Barclays ^terchant Bank, and British Petroleum. Competition is expected to be fierce in this growing sector.
By liberalizing B.T., the U.K. government hopes to stimulate growth of both new and existing suppliers and to establish the U.K. market as one of the most open in the world. The U.K. government plans that B.T. will eventually become a private company. With this in mind it plans to sell 51 percent of B.T. to private investors in the autumn of 1984. The sale is expected to raise £4 billion.
The dilemma currently facing the U.K. government is how to organize the market so that companies can ccnnpete effectively with B.T., which is also their biggest potential customer. Although the U.K. telecommunications market is still restricted, there are signs that foreign companies are being attracted. GTE has formed a joint venture in equipment with Ferranti. Motorola is expanding radio communications production in the United Kingdom. Mitel and Northern Telecom are planning to open plants in the United Kingdcnn in the near future.
To give suppliers a chance to develop competitive new products, B.T. agreed to spread its liberalization over three years.
Customer equipment is being liberalized in stages—starting with telephone handsets and ending with private exchanges (PABXs). Telephone sets are now available on the open market. Other products freely available include extension telephones, answering machines, repertory dialers, and modems. By far the largest customer and supplier of these products is B.T., so much so that at the start of 1983 other manufacturers unsuccessfully tried to persuade the government to restrict
ESIS Volume I ©1983 Dataquest Incorporated Dec. 26 ed. 5.3.6-1
5.3.6 U.K. and Irish Telecommunications Semiconductor Market
B.T.'s share of the customer equipment market to 25 percent. The government is accused of unfair competition by holding on to B.T.'s monopoly through enforced partnership agreements with independent competitors. At the time of writing, the issue remains unresolved.
The United Kingdom has the world's third largest telephone network. Three companies control approximately 90 percent of the public network market—General Electric Company (GEC), Standard Telephones and Cables (STC), and Plessey. These three companies, together with British Telecom, have developed a British digital electronic exchange called System X, which is currently available for installation. Subsequently, in 1982, STC withdrew frc»n this consortium, thereby clearing the way for it to potentially offer the iTT-developed System 12 competitive system. ITT originally owned STC. It is now the major shareholder, with approximately 35 percent of the shares, but under a longterm agreement still maintains R&D and product agreements with STC, thereby allowing STC access to ITT product developments and technology.
One of B.T.'s main areas of develocnnent is an all-digital public telephone system, centered round System x digital exchanges. By 1984, B.T. will stop buying metal cables and switch to fiber-optics. There will be a completely digital main transmission network by the early 1990s and the entire network will be finished by the beginning of the next century.
In 1984 British Telecom will introduce its megastream and kilostream services at more than eighty locations. Megastream provides a 2 million bits-per-second service and kilostream 2.4k, 4.8k, 9.6k, 48k or 64k bits-per-second digital circuits.
Facsimile machines are not really in demand in the united Kingdom. However, Teletex is popular (this is when characters of any type and size are transmitted directly from computer to computer over the telephone lines). A data rate of 2,400 bits per second is to be adopted, and the service should be available by the end of 1983.
The pilot integrated services digital network (ISDN) is due to operate in early 1984. Initially, access will be from 10 local areas in London and three provincial cities. This service will comprise a single-line integrated digital access (IDA) with a 64/8/8k bit-per-second link or a multiline IDA with voice and nonvoice switching via a 2-MByte/Second link with up to 30 channels. The 64/8/8 lines can easily be updated to 64/64/16 in due course.
5.3.6-2 ©1983 Dataquest Incorporated Dec. 26 ed. ESIS Volume I
5.3.6 U.K. and Irish Telecommunications Semiconductor Market
IRELAND
In Ireland, the Irish Department of Posts and Telegraphs is spending £500 - 600 million (U.K. pounds sterling) on a major developnent program to improve the telephone system and make it one of the most modern in Europe. DATAQUEST believes that to date, the modernization program has not been fulfilled
Figures 5.3.6-1 and 5.3.6-2 show DATAQUEST's historical and forecast estimates of U.K. and Irish semiconductor consumption by telecommunications end use in millions of U.S. dollars and millions of pounds sterling, respectively.
Figure 5.3.6-1
ESTIMATED U.K. AND IRISH S^ICONDUCTOR aJNSDMPTION HISTORY AND FORECAST—
TEI£COMMUNICATIONS END USE (Millions of Dollars)
500-1
4 0 0 -
3 0 0 -
2 0 0 -
1 0 0 -
- | 1 1 1 1 1 1 1 1 1 1— 1977 1979 1981 1983 1985 1987
S o u r c e : DATAQUEST December 1983
ESIS Volume I © 1983 Dataquest Incorporated Dec. 26 ed. 5.3.6-3
5.3.6 U.K. and Irish Telecommunications Semiconductor Market
Figure 5.3.6-2
ESTIMATED U.K. AND IRISH SEMICONDUCTOR CONSUMPTION HISTORY AND FORECAST—
TELECOMMUNICATIONS END USE (Millions of Pounds)
300-1
200-
100-
~! 1 1 1 1 1 1 1 1 1 r-1977 1979 1981 1983 1985 1987
Source: DATAQUEST December 1983
5.3.6-4 © 1983 Dataquest Incorporated Dec. 26 ed. ESIS Volume I
5.5 U.K. and Irish Plant Locations
The map on page 5.5-4 shows plant locations for semiconductor manufacturers in the United Kingdom and Ireland. The map key on pages 5.5-2 and 5.5-3 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.
ESIS Volume I © 1989 Dataquest Incorporated September 5.5-1 0004926
U\ in I to
English Plant Locations
® vO 00
\o a 03 r+ 0) J2 c n> v> 3 O
•o o 1 0) r+ n o. Ui a> "O rt fD 3 cr n "1
o o o it^
N> a>
m l/l K ^
CO
<J u r 3 fB 1—H
Coapan?
AMD AMD BT&D Technologies British Aerospace CML Microsystema International fiectifler LSI Logic MEDL MEDL Micro Circuit Engineering Newmarket HicrosyBterns Philips Components Piessey Caswell Research Plessey Semiconductors Plessey Semiconductors Plessey Semiconductors Racal STC Components STC Defence Semilab Semikron Siemens Texas Instrunieatii; Westcode
Town
Basingstoke Wok ing Ipsuich Stevenage Mitham Ox ted Sidcup Lincoln Wembley Tewkesbury Newmarket Stockport Towcester Oldhant Roborough Swindon Reading Sidcup Paignton Lutterworth Cricklade Cficklade Bedford Ctiippeaham
Map Reference
P A X F R I 0 C N li
B J Q E T V K 0 T H H W
Q M
P r o d u c t s
MOS and b i p o l a r LSI Opto , cus tom, semicustoiiii Custom CMOS Custom, linear, CMOS Discretes fiiCMOS, custom, eemlcustom Discretes, MOS LSI, microwave Discretes, HOS LSI MOS LSI Gate array Discretes MOS LSI, opto, bipolar BPD, custom LSI, discretes, linear MOS LSI, custom, semlcustom BPD, linear MOS LSI Custom LSI, MOS LSI, discretes GaAs Linear, logic, dlecretes, opto Discretes Discretes Discretes, MOS LSI, sealcustom Discretes
Irish Plant Locations
Company
AMD Analog Devices Fujitsu Fujitsu NEC Precision Monolithics Onitrode
Town
Greystones Raheen Tallaght Blanchardstown Ballivor Cork Bnnis
Map Reference
A B C A D E F
Products
CMOS MOS digital, linear, MOS LSI Memory MOS LSI MOS LSI Discretes
BPD
Manufacturing Act Fab Test Ass'y
X X X X X X X
X X
X X X X X X X X X X X X
X X X X X X
X X
X X X X X X X X X X X X
Manufacturing Act Fab Test Ass'y
(Con
in »—( en <
E' 3 fl)
Scottish Plant Locations
© VO 00 vfi
O D) r+ D) ja
c (0 (A
o o
D) <-f fl)
a CO fD
TJ r+
n> 3 cr fD 1
Company
Burr-Brown Ltd. Digital Equipment Corp. Digital Equipment Corp. Hughes Motorola NEC National Semiconductor Seagate Microelectronics Semifab Wolfson Microelectronics
Town
Hest Lothian Queensferry Ayr Glenrothes East Kilbride Livingston Greenock Livingston Glenrothes Edinburgh
Hap Reference
A G C B E A F A B D
Products
Custom CMOS, BPD, linear Custom LSI Custom LSI Custom LSI MOS LSI MOS LSI fiPO, linear, MOS LSI Linear, smart power Linear, logic, discretes, opto SemicuEtom
Manufacturing Ac Fab Test Ass'y
X X X X X
Welsh Plant Locations
Company
Acrian Inc. Inmos Inmos Mitel Siliconix
Town
Bridgend Coed Rheydn Newport Newport Swansea
Hap Reference
R U U U Y
Products
Bipolar microwave semiconductors MOS LSI, micro MOS LSI, micro Custom LSI ^ Discretes, MOS LSI
Hanutactu] Fab Test
X X X
X X
Source:
clng Acti Aas'y
X X X X
Dataques Septembe
u> t/I
I w
5.5 U.K. and Irish Plant Locations
5.5-4 © 1989 Dataquest Incorporated September ESIS Volume I 0004926
5.6 UK and Irish Design Service Locations
Table 5.6-1 lists semiconductor design service locations for all UK and Irish countries. Each company entry shows the major products designed at each site for both merchant and captive manufacturers and identifies the class of service provided.
• Category A: Design Center
- A full design center has all the hardware and software design tools, in addition to engineering resources, necessary to design standard products as well as ASICs.
- Design centers are the domain of semiconductor manufacturers, although the semiconductors produced may be for merchant or captive consumption.
• Category B: Design Service Locations
- A design service location is equipped with woricstations capable of performing design, schematic capture, and functional simulation of a device. By far the majority of design service locations are used for designing ASIC gate arrays for cell-based ICs (CBICs).
- Most design service locations are owned by semiconductor vendors that rent workstation time to customers for a fee; however, some of the larger OEMs have invested in their own facilities for internal design groups (e.g.. Bull, Lucas, MBB, and Olivetti). Essentially, these are captive design service locations.
• Category C: Independent Design Service Locations
- An independent design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. However, the location is owned by a third party independent of semiconductor vendors and is not dedicated to a specific OEM.
- Third-party design services provide training and rent workstation time for ASIC gate array and CBIC design. They tend to support several vendors' ASIC products.
ESIS Volume I ©1990 Dataquest Incoiporated June 5.6-1 0007412 Reference material—will not be tepnbliahed
5.6 UK and Irish Design Service Locations
Table 5.6-1
UK and Irish Semiconductor Design Service Locations
Company Location Code'
Product Category' 2 3 4
Tfpe of Design Service*
A B C
English Semiconductor Design Service Locations
AMCC Analog Devices AT&T Austria Mikfo Systeme British Telecom European Silicon Structures
Fujitsu Fujitsu Giltspur Micro Harris Semiconductor Hitachi Honeywell Hughes IMI IMP Inmos Intel International Rectifier LSI Logic LSI Logic LUCAS Marco Marketing Matra-Hairis MCE MEDL MEDL Mietec Motorola National Semiconductor NCR NEC
Basingstoke Newbury Bracknell Swindon Martlesham
Bracknell Maidenhead West Gorton Newbury Camberlay Watford Bracknell Weybridge Basingstoke Swindon Bristol Swindon Oxted Bracknell Sidcup Sutton Coldfield Slough Bracknell Tewkesbury Lincoln Wembley Bracknell Aylesbury Swindon Maidenhead Milton Keynes
M M M M C
M M M M M M M M M M M M M M M C M M M M M M M M M M
X X X X
X X X
X
X X X
X
X X X
X X X X
X X X X X
X X X
X X X X X X X X
X X
X
X X X X X X X X
X
X X X
X
X X X X X
X X X X
X X X
X X X X X X X X X X
X
X X
X
X
X
X X
X X X
X X
X
X
X
X X X X X X
X
X X X
X X X X X (CnmiTmrrt)
5.6-2 ®1990 Dataquest Incoiporated June Refemce material—will not be xqniUished
ESIS Volume I 0007412
5.6 UK and Irisii Design Service Locations
Table 5.6-1 (Continued)
UK and Irish Semiconductor Design Service Locations
Company Location
English Semiconductor Design Service Locations (Continued) Newmarket Micro Panasonic (Matsushita) Philips (Mullard) Plessey Plessey Plessey/Ferranti PYE TMC C^amdon Qudos Racal Microelectronics Racal Redac Rapid Silicon Semikron SGS-Thomson Seiko-Epson Silicon Microsystems STC (STL) Swindon Silicon Systems Tektronix Texas Instruments Thomson-CSF Toshiba VLSI Technology Westcode ZyMOS
Irish Semiconductor Design Service Locations Analog Devices Precision Monolithics
Newmarket Bracknell Mitcham Caswell Swindon Oldham Malmesbury Derby Cambridge Reading Tewkesbury High Wycombe Cricklade Marlow Milton Keynes Malmesbuiy Harlow Swindon Marlow Bedford Baisingstoke Camberley Milton Keynes Chippenham Welwyn Gdn City
Limerick Cork
Code'
M M M M M M M M M M M M M M C M C M M M M M M M M
M M
1
X X X
X
X X
Product Category' 2
X
X X X X
X
X X X
X
X
X
3
X X X X X X X X X X X
X X X X X
X X X X
X
X
4
X X X X X X X X X X X X
X X X X X X X X X X
5
X X
X
X
X
Type of Design Service'
A
X X
X X X
X
X
X X X
X
X
B C
X
X X X
X X
X
X
X
X X X
X X
X
ESIS Volume I 0007412
®1990 Dataquest Incoipmated June RefeKDce material—will not be iqwUidied
5.6-3
5.6 UK and Irish Design Service Locations
Table 5.6-1 (Contmued)
UK and Irish Semiconductor Design Service Locations
Company
Scottish Semiconductor Design Service Locations
Burr Brown Denyer Walmsley Micro Honeywell Hughes LSI Logic Motorola National Semiconductor Wolfson Microelectronics
Location
Livingstone Loanhead Newhouse Glenrothes Livingstone East Kilbride Greenock Edinburgh
Code'
C M M M M M
M/C M
1
X
X X
Type of Product Design
Category* Service' 2 3 4 5 A B C
X X X
X X X
X X X X X X X
X
X X X X
X X
X X
X X
X
X
Welsh Semiconductor Design Service Locations
Inmos Newport Mitel Caldicot Siliconix Swansea
M X X X X M X X M X X X
'Code M = Merchant C = Captive
^Product Category
1 = Standard integrated circuits
2 = Custom circuits 3 = Standard cells 4 = Gate arrays 5 = Discretes and
optoelectronics
*iype of Design Service A = Design center B = Design service C = Independent design
service locations
(hme 1990)
5.6-4 ©1990 Dataquest Incoipwated June Keference material—will not be iqmUisbed
ESIS Volume I 0007412
6.1 West Germany Economic Overview
fflGHLIGHTS OF THE WEST GERMAN ECONOMY
Highlights of the West German economy include the following:
• Prospects for economic growth are very positive. The 1989 growth rate was 4.3 percent, higher than the OECD average for the first time since 1979. The above-average growth will continue in 1990 and 1991 but at a lower rate.
• Private consumption growth was weaker than expected but will increase more strongly in 1990 and 1991, stimulated by tax cuts.
• Business investment showed unexpected buoyancy caused by big increases in company profits, strong export growth, and rising capacity utilization. Lower growth rates are forecast for 1990 and 1991, but investment growth will be the second highest after France of the big four European economies and higher than U.S. investment growth.
• Unit labor cost increases in the business sector were very moderate in 1989; after two years of low domestic cost pressure, however, there is an upward trend.
• Inflation is increasing in line with faster economic growth. The 3 percent rate for 1990 is high by German standards.
• Export growth continued in response to strong competitiveness. Exports increased in volume by 10.1 percent in 1989 and are forecast to rise 7.7 percent in 1990 and 7.5 percent in 1991, but the strength of the deutsche mark could affect exports and thus economic performance.
• Imports increased less in volume (7.0 percent) than exports in 1989 but are projected to rise more than exports at 8.5 percent in 1990 and 8.0 percent in 1991.
• Trade balance and current account will continue to record a surplus. The current-account surplus is expected to amount to 5.5 percent of GNP in 1991.
Table 1 gives details of the main West German economic indicators.
ESIS Volume I ©1990 Dataquest Incorporated April 6.1-1 0006581
6.1 West Germany Economic Overview
Table 1
West German Economic Indicators (Billions of Deutsche Marks)
Economic Indicators
Real GNP GNP/Per Capita Investment (Private Nonresidential) Private Consumption Unit Labor Costs (in the Business Sector) Industrial Production (Manufacturing) Inflation—GNP Deflator (%) Unemployment (Percent of Labor Force) Exports Imports Trade Balance Surplus Current Account Balance of Payments Percent Total Exports/GNP Exchange Rate (DM per $1) Tji/A = Not AvaUable jPeicentage growth fom previous year MUlioos of deutsche marics
1987
2,018 33.1' 239
1,113 2.1' 633 2.1 7.9 500 374 126 81
33.0 1.80
1988
3.6' 35.7' 259
1,157 0.1' 662 1.5 7.9 544 405 139 85
33.0 1.76
1989
4.3' N/A 11.2' 1.8' 0.6' 4.6' 2.6 7.3 626 464 162 115
N/A 1.88
Sotnce:
1990
3.2' N/A 6.9' 3.5' 1.9' 3.8' 3.0 7.1 713 521 192 133
N/A 1.88 0EC3>
1991
3.1' N/A 5.0' 3.0' 1.6' 3.1' 2.8 7.2 786 583 203 142
N/A 1.88
Statistucbes Buudesamt Oataquest April 1990
6.1-2 ©1990 Dataquest Incorporated April ESIS Volume I 0006581
6.2 West German Semiconductor Device Markets
INTRODUCTION
Dataquest's European Semiconductor Industry Service analyzes the following semiconductor device markets in West Germany:
Total semiconductor
Total IC
Bipolar digital IC
MOSIC
LinearIC
Total discrete
Transistor
Diode
Thyristor
Other discrete
Total optoelectronic
LED lamp
LED display
Optical coupler
Other optoelectronic
Tables 6.2-1 (a) and (b) show Dataquest's estimates of West German semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Introduction to the Service" in Volumes I, II, and HI.
ESIS Volume I 0004949
© 1989 Dataquest Incorporated September 6.2-1
6.2 West German Semiconductor Device Markets
Table 6.2-l(a)
Estimated West German Semiconductor Consumption History (Millions of Deutsch Marks)
Total Semiconductor
Total IC
Bipolar TTL BCI.
Bipolar Memory Logic
MOS NNOS CMOS BiCHOS Other IC
MOS Memory Micro Logic
Linear Monolithic
Hybrid
Total Discrete
Total Opto electronic
Exchange Rate (DM/US$1)
1982
DM
DM
DM
DM
2,175
1,295
282 255 27
282
66 216
617
422 139 0 56
617 306 109 202
396 396
0
754
126
2.43
1983
DM
DM
DM
DM
2,392
1,459
301 278 23
301 66
235
770
520 219 0 31
770 362 150 258
388 388
0
789
144
2.55
1984
DM
DM
>
DM
DM
3,706
2,542
507 464 43
507
105 402
1,462
997 439 0 26
1,462 695 331 436
573 573
0
981
183
2.85
1985
DM
OH
DM
DM
3,875
2,661
529 479 50
529 115 414
1,461
923 523 0 15
1,461 552 368 541
671 671
0
1,008
206
2.94
1986
DM
OH
DM
DM
3,533
2,375
458 412 46
458 98 360
1,326
746 573 0 7
1,326 477 334 515
591 591 0
945
213
2.17
1987
DM
DM
DM
DM
3,403
2,416
389 304 85
389
43 346
1,322
696 608 13 5
1,322 392 385 545
704 670 34
825
162
1.80
1988
DM
DM
DM
DM
3,960
2,945
354 280 74
354
35 319
1,783
683 1,044
22 34
1,783 632 555 596
808 748
60
849
166
1.76
Note: Columns may not add to totals shown because o£ rounding.
Source: Dataquest September 1989
6.2-2 © 1989 Dataquest Incorporated September ESIS Volume I 0004949
6.2 West German Semiconductor Device Markets
Table 6.2-l(b)
Estimated West German SemicondiKitcH' Ccmsumption F<H-ecast (Nfillions of Deuts(± Marks)
Total Semiconductor
Total IC
Bipolar TTL BCL
Bipolar Memory Logic
HOS NHC« CMOS B1CH(» Other IC
HOS Memory Micro Logic
Linear Monolithic Hybrid
Total Discrete
Total (^toelectronic
Exchange Rate (DM/US$1)
1988
DM
DM
DM
DM
3,960
2,945
354 280 74
354 35 319
1,783 683
1,044 22 34
1,783 632 555 596
808 748 60
849
166
1.76
1989
DM
DM
DM
OH
4,683
3,588
369 289 80
369 36 333
2,328 828
1,435 43 22
2,328 930 631 767
891 830 61
927
168
1.86
1990
DM
DM
•
DM
DM
4,951
3,843
354 273 81
354 33
'321
2,538 861
1,582 80 15
2,538 1,032 662 844
951 892 59
947
161
1.86
1991
DM
OH
DM
DM
5,621
4,420
378 285 93
378 36 342
2,950 884
1,916 140 10
2,950 1,145 799
1,006
1,092 1,036
56
1,029
172
1.86
1992
OH
DM
DM
DM
7,101
5,694
426 319 107
426 37 389
3,967 1,018 2,714 228 7
3,967 1,503 1,136 1,328
1,301 1,249
52
1,200
207
1.86
1993
DM
DM
DM
DM
8,470
6,928
475 333 142
475 36 439
4,935 1,072 3,464 394 5
4,935 2,083 1,340 1,512
1,518 1,468
50
1,303
239
1.86
1994
OH
DM
DM
DM
9,134
7,491
473 345 128
473 32
441
5,404 1,104 3,713 583 4
5,404 2,258 1,543 1,603
1,614 1,569
45
1,372
271
1.86
Note: Columns may not add to totals shown because of rounding.
Source! Dataquest September 1989
ESIS Volume I 0004949
© 1989 Dataquest Incorporated September 6.2-3
6.2.2 West German Digital MOS ICs
WEST GERMAN MOS CONSUMPTION
DATAQUEST's estimates for West German MOS consumption by technology and function for 1978 through 1983 are given in Table 6.2.2-l(a). Our forecast for West German MOS consumption for 1984 through 1989 and 1994 is shown in Table 6.2.2-l(b).
Table 6.2.2-1(a)
ESTIMATED WEST GEIOIAN MOS CONSUMPTION HISTORY (Millions of Deutsche Marks)
Total MOS
1978
311
1979
421
1980
601
1981
569
1983
770
Technology NMOS PMOS CMOS
211 46 54
284 62 75
419 64 118
393 54 122
423 56 139
520 31 219
Function Memory Microprocessor Logic
149 48 114
197 68 156
286 100 215
273 97 199
307 109 202
362 150 258
Source: DATAQUEST September 1984
ESIS Volume I C 1984 Dataquest Incorporated Oct. 10 ed. 6.2.2-1
6.2.2 West German Digital MOS ICs
Table 6.2.2-1(b)
ESTIMATED WEST GERMAN MOS CONSUMPTION FORECAST (Millions of Deutsche Marks)
Total tns
Technology NMOS PMOS CMOS
Function Memory Nicropcocessoc Logic
770
520 31 219
362 150 258
1,116
742 20 354
504 240 372
1,607
1,023 13 571
687 377 543
1,972
1,145 8
819
809 490 673
2,201
1,099 5
1,097
870 576 755
2,813
1,237 3
1,573
1,089 765 959
Source:
3,822
1,476 3
2,343
1,427 1,089 1,306
11,995
3,789 0
8,206
3,743 4,172 4,080
DATAQUEST September 1984
Figure 6.2.2-1 shows DATAQUEST's estimates for MOS consumption growth in West Germany for 1979 through 1989. From 1984 through 1989, we project a compound annual growth rate (CAGR) of 27.9 percent.
Figures 6.2.2-2 and 6.2.2-3 show DATAQUEST estimates for West German MOS consumption by technology and function, respectively, for 1978 through 1989.
6.2.2-2 © 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
6,2.2 West German Digital MOS ICs
Figure 6.2.2-1
ESTIMATED WEST GERMAN MOS CONSUMPTION GROWTH (Percent Change in Deutsche Marks over Previous Year)
DM 50
4 0 -
3 0 -
2 0 -
1 0 -
-10 1 \ 1 1 1 1 1 1 1 1 r 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989
Source: DATAQUEST September 1984
ESIS Volume I o 1984 Dataguest Incorporated Oct. 10 ed. 6.2.2-3
6.2.2 West German Digital MPS ICs
Figure 6.2.2-2
ESTIMATED WEST GERMAN MOS CONSUMPTION BY TECHNOLOGY (Millions of Deutsche Marks)
DM 2,400
2,000-
1 ,600-
1 ,200-
CMOS
8 0 0 -
4 0 0 -
NMOS
PMOS
Soum: DATAOUEST Saptemtw 1964
Figure 6.2.2-3
ESTIMATED WEST GERMAN MOS CONSUMPTION BY FUNCTION (Millions of Deutsche Harks)
1,300 -
1,100 -
9 0 0 -
7 0 0 -
500 -
300 -
IB
^^^'^
1 78
1 IBSD
"'
1 1 1982
^ r"
1
/
/ / > / ' /
^/7 y y ^ /^o^ J^ JK"*^
" y^
1 1 1 1 1 1934 1986 1988
Memory
Logic
Microprocessor
Soum: DATAOUeST SaptwulMf 1984
6.2.2-4 © 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
6.3.6 West German Telecommunications Semiconductor Market
The German Bundespost was a traditionally conservative institution. The rigidity of the system became apparent in the late 1970s when the West German telecommunications industry realized it was being overtaken by the major advance to digital technology. Since then the Bundespost has played an important role in planning for the future. The Bundespost is heavily involved in promoting an integrated system of voice, video, and data transmission.
The Bundespost has monolopy over telecommunications services and the national Post Office. This does not really hamper development as the Bundespost tries to have as businesslike an approach as possible. Indeed, it is looking for new sources of revenue as the market for telephone connections becomes saturated. DATAQUEST believes there will be liberalization of some equipment and services such as electronic mail.
The Bundespost's plan is to link most of the country's telephone circuits with fiber-optic cables and in that way get a uniform development of the national teleccMranunications network. It will thus be able to incorporate a wide range of transmission services into a single integrated services digital network (ISDN).
There are several new products and services either in operation or under development to benefit from all the ISDN can offer. These include:
• Fiber-optics, of which 1,800 kilometers have been introduced into existing networks in 1982. There are plans to replace the entire subscriber network (of 40 million kilometers) with optical fiber cables over the next 30 years. Another 500,000 kilometers of cable are due to be laid down by 1985. The budget for cable laying was recently increased from M4 400 million to EM 1 billion a year. Cabling is progressing more rapidly than originally planned.
• Broadband optical fiber is to be tested in seven cities and the Bundespost is meeting half the cost of DM 300 million. Tests will take place in Hamburg, Hanover, Dusseldorf, Stuttgart, Nuremberg, Munich, and West Berlin. The tests are forecast to last until 1986.
• Five companies plan a joint venture in West Berlin to produce 100,000 kilometers of fiber cable annually from the end of 1984. The companies are AEG-Telefunken, Philips (of Germany), SEL (ITT's subsidiary), Kabelmetal Electro, and Siecor (Siemens's subsidiary).
ESIS volume I ©1983 Dataquest Incorporated Dec. 26 ed. 6.3.6-1
6.3.6 West German Telecommunications Semiconductor Market
• Digital switching will be incorporated into the trunk network in 1984/85, and into local networks in 1985. Final orders for electromechanical systems are scheduled for 1990. Datex-P, an X.25-based packet-switching network service, and Datex-L, a circuit-switched data network, are to be introduced. The two Datex systems will eventually be integrated to form an integrated data and text network.
• Teletex, which was pioneered by several major telecommunications companies and the Bundespost. DATAQUEST believes that in June 1982, 1,000 teletex terminals were installed, with 40,000 expected by 1987, and 130,000 by 1992. Telefax, a public facsimile service, is also being actively promoted.
• Videotex, of which major trials have been under way since 1980. The number of users were 40,000 in 1983 and are forecast to rise to one million in 1986.
• The Bildschirmtext, which enables subscribers to call up textual data on a television screen. After trials since 1980, the system is to be extended nationwide in the near future. One million subscribers are targeted for the end of 1986.
• Itemized phone bills and nationwide toll-free dialing systems for airline reservations and similar services. The telephone terminal itself, will have a display, loudspeaker, and memory.
• DATAQUEST believes there is a scheme under proposal for private operators to offer additional services like electronic mail on the public network.
• Space satellite program, radio, and TV programs, and other data will be transmitted from 1987. Companies involved in this area include ANT Nachrichtentechnik (formerly AEG), Messerschmitt-Bolkow-Blohm, Siemens, SEL. Two satellites, one as a reserve, are to be launched. A third satellite will be kept on the ground as a replacement.
The German Bundespost has issued letters of intent on its ISDN system. SEL (ITT) and Siemens are involved in this area through manufacture of digital exchanges. Field trials are due to start in late 1984. Local exchanges are being developed with two interfaces—one for the conventional analog telephone with an analog/digital converter at the local exchange, and the other the 64/64/16k bits per second for teletex, fax, and video. The Bundespost hopes to have the equipment available by 1987.
6.3.6-2 © 1983 Dataquest Incorporated Dec. 26 ed. ESIS Volume I
6.3.6 West German Telecommunications Semiconductor Market
Figures 6.3.6-1 and 6.3.6-2 show DATAQUEST's historical and forecast estimates of West German semiconductor consumption by telecommunications end use in millions of U.S. dollars and in millions of deutsche marks, respectively.
Figure 6.3.6-1
ESTIMATED WEST GERMAN SEMICONDUCTOR CONSUMPTION HISTORY AND FORECAST-TELECC»4MUNICATI0NS END USE
(Millions of Dollars)
T — r 1977 1979
Source: DATAQUEST December 1983
ESIS Volume I ©1983 Dataquest Incorporated Dec. 26 ed. ^ 6.3.6-3
6.3.6 West German Telecommunications Semiconductor Market
Figure 6.3.6-2
ESTIMATED WEST GERMAN SEMICONDUCTOR CONSUMPTION HISTORY AND FORECAST-TELECOMMUNICATIONS END USE (Millions of Deutsche Marks)
2000-1
1 6 0 0 -
1 2 0 0 -
8 0 0 -
4 0 0 -
" I 1 1 1 1 1 1 1 1 < 1 r 1977 1979 1981 1983 1985 1987
Source: DATAQUEST December 1983
6.3.6-4 © 1983 Dataquest Incorporated Dec. 26 ed. ESIS Volume I
6.5 West German Plant Locations
The map on page 6.5-3 shows plant locations for semiconductor manufacturers in West Germany. The map key on page 6.5-2 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.
ESIS Volume I © 1989 Dataquest Incorporated September 6.5-1 0004927
ON
'u\ I to
West German Plant Locations
© >-' 00 VO
a J3
c (X> 1/1
3
O •3 o -1
«-t fD
a CO ft) t3 f-t
fD 3 cr (t •-»
Company
ASEA Brown fiov^fi ELMOS Euros11 Electronics GmbH Hitachi IBM ITT in' LSI Logic Motorola National Semiconductor Philips (Valvo) Roi>ert Bosch GmbH Semikron Siemens Siemens Telefun>Len Electron ic Texas Instruments Toshiba GmbH
Town
iiamperthelm Dorttnund Eching Landshut Boeblingen Freiburg Nurnberg Braunschweig Schatzbogen Furstenfeldbruck Hamburg Reutlingen hurnberg Munich Regensburg Heiibronn FreiBing Braunschweig
Map Reference
B D C F I G J N C A H I J C K L M N
Producta
Discretes Mixed digital/analog MOS Custom MOS LSI MOS LSI, memory, micro Hybrid) power discretes BPD, discretes, MOS LSI, linear Discretes MOS LSI, custom, semicustom Standard logic, semicustom BPD, linear, MOS LSI bpD, discretes, optc, MOS LSI BPD, custom LSI, discretes, linear Discretes BFD, discretes, linear, MOS LSI, opto MOS LSI, memory BPD, discretes, linear, MOS LSI, opto BPD, linear, MOS LSI MOS LSI
Manufacturin Fab Test A
X X X X X X X X
X X X X X X X X X X X X X X X X X X
Source : Da Se
m CO » — ( CO
2 c rf* 3 (O S N) ft> ~J h-H
6.5 West German Plant Locations
ESIS Volume I 0004927
© 1989 Dataquest Incorporated September 6.5-3
6.5 West German Plant Locations
(Page intentionally left blank)
6.5-4 © 1989 Dataquest Incorporated September ESIS Volume I 0004927
6.6 West German Design Service Locations
Table 6.6-1 lists semiconductor design service locations for all of West Germany. Each company entry shows the major products designed at each site for both merchant and captive manufacturers and identifies the class of service provided.
• Category A: Design Center
- A full design center has all the hardware and software design tools, in addition to engineering resources, necessary to design standard products as well as ASICs.
- Design centers are the domain of semiconductor msuiufacturers, although the semiconductors produced may be for merchant or c£q)tive consumption.
• Category B: Design Service Locations
- A design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. By far the majority of design service locations are used for designing ASIC gate arrays for cell-based ICs (CBICs). Most design service locations are owned by semiconductor vendors that rent workstation time to customers for a fee; however, some of the larger OEMs have invested in their own facilities for internal design groups (e.g.. Bull, Lucas, MBB, and OUvetti). Essentially, these are captive design service locations.
• Category C: Independent Design Service Locations
An independent design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. However, the location is owned by a third party independent of semiconductor vendors and is not dedicated to a specific OEM.
- Third-party design services provide training and rent workstation time for ASIC gate array and CBIC design. They tend to support several vendors' ASIC products.
ESIS Volume I ©1990 Dataquest Incorparated June 6.6-1 0007413 Reference material-^will not be iqmblished
6.6 West German Design Service Locations
Table 6.6-1
West German Semiconductor Design Service Locations
Product Category'
Company Location Code 1 2 3 4
AMCC Munich M X X ABB Baden M AT&T Munich M X X Austria Mikro Systeme Munich M X X European Silicon Structures Munich M X X Eurosil Eching M X X Fujitsu Frankfurt M X Harris Semiconductor Munich M X Harris Semiconductor Hamburg M X Hitachi Munich M X IBM Stuttgart C X X X IMI Munich M X IMP Munich M X X m Semiconductors Freiberg M X X LSI Logic Dusseldorf M X LSI Logic Munich M X LSI Logic Stuttgart M X Matra-Harris Munich M MBB Stuttgart C X X X Mietec Munich M X Milcron Munich M X Mitsubislii Ratingen M X X Motorola Munich M X National Semiconductor Munich M X X NEC Dusseldorf M X NEC Munich M X NEC Stuttgart M X PhiUps (Volvo) Hamburg M X X X Plessey Munich M X Racal Redac Mimich M X Robert Bosch Reutlingen C X X X Semikron Nuremburg M SGS-Thomson—1ST Grafing M X Siemens Dusseldorf M X X X Siemens Hanover M X Siemens Munich M X X X
Type of Design Service'
A B C
X X
X X X X X X X X X X X X X X X X X X X X X X X X X X X X X
X X X X X X
X
X
X
X X
X
X
X
X X X X
X X
X X X X X X X X X X X X X
X X
X X X
(CoDtiiuied)
6.6-2 ©1990 Dataquest Incorporated June Refeceoce material—will not be rqpnbUshed
ESIS Volume I 0007413
6.6 West German Design Service Locations
Table 6.6-1 (Continued)
West German Semiconductor D e s ^ Service Locations
Company
Siemens Sierra Semiconductor Telefunken Telefimken Telmos Texas Instruments Texas Instruments Texas Instruments Thomson-CSF Toshiba Toshiba VDI Zentrum VLSI Technology ZyMOS
'Code M = Merchant C = Captive
Location
Smttgart Munich ElcMng Heilbronn Munich Frankfurt Freising Hannover Munich Dusseldorf Munich Berlin Munich Offenbach
^Product Category 1
2 3 4 5
Code'
M M M M M M M M M M M M M M
= Standard integrated circuits
= Custom circuits = Standard cells = Gate arrays = Discretes and
optoelectronics
1
X X
X
Product Category* 2
X X X X X X
X
3
X X
X X X X X X X X X
"Tm A = B = C =
4
X
X
X X X X X X
: of
5
X
X
Type of Design Service'
A B C
X X
X X
X X
X X X X X
X X X
Design Service Design center Design service Independent design service locations
Source: Ditaqiieit Otsie 1990)
ESIS Volume I 0007413
®1990 Dataquest Incoiporated June Reference material—will not IK iqwiWishrd
6.6-3
7.1 Rest of Europe Economic Overview
Key economic highlights of the four Rest of Europe countries are outlined as follows. Tables 1 through 4 give the details of the main economic indicators for Austria, Portugal, Spain, and Switzerland, respectively.
AUSTRIA
Highlights of the Austrian economy include the following:
• Austria achieved higher gross domestic product (GDP) growth, lower inflation, and lower unemployment than most other European countries despite dated industrial structures.
•
•
Fixed investment is expected to continue to increase in 1989 and 1990 but at a lower growth rate than in 1988. Better profits, improved domestic demand, and exports contributed to increased investment in machinery and equipment.
The 1989 tax reform played an important part in stimulating investment and boosting business confidence. It should also boost households' disposable incomes leading to higher private consumption growth in 1989 than in 1988. Unemployment, low by international standards, is expected to fall further as a result of improved employment prospects.
Exports are the main growth factor because of high foreign demand for raw materials and intermediate goods. But as imports rise more than exports, the current account of the balance of payments shows a slightly increasing deficit. In 1990, this deficit is expected to amount to not more than 0.75 percent of GDP.
• Austria's economic performance depends on reducing government subsidiaries, improving business and industrial efficiency, and creating a more competitive climate.
Table 1
Austrian Economic Indicators (Billions of Schillings except GDP/Per Capita Data)
Economic Indicators 1987* 1988 1989 1990
GDP 1,481.8 4.2%** 3.0%** 2.5%** GDP/Per Capita N/A 208.319.8 N/A N/A Gross Fixed Investment 334.3 4.9%** 4.0%** 3.0%** Private Consumption 830.1 3.4%** 3.8%** 3.3%** Unit Labor Costs in the
Business Sector (%) 3.0** (1.1)** 2.0** 2.5** Productivity N/A N/A N/A N/A Industrial Production (%) 0.6** 4.4** 3.0** 2.5** Inflation (%) 0.9 1.5 3.0 3.0
(Continued)
ESIS Volume I ©1989 Dataquest Incorporated December 1 0005567
7.1 Rest of Europe Economic Overview
Table 1 (Continued)
Austrian Economic Indicators (Billions of Schillings except GDP/Per Capita Data)
Economic Indicators 1987" 1988 1989 1990
Unemployment (% of Labor Force)
Exports of Goods and Services Imports of Goods and Services Trade Deficit Current Account
Balance of Payments Exports/GDP (%) Exchange Rate (Sch per US$1)
3.8 526.0
514.1
N/A
Sch 11.9
35.5
12.64
3.5 8.3%**
10.0%**
Sch 70.4
(Sch 6.2)
N/A 12.35
3.3 8.0%**
8.0%**
N/A
(Sch 10.0)
N/A 13.33
3.0 5.5%**
5.8%**
N/A
(Sch 13.3)
N/A 13.33
*Absolute 1987 figures at current prices ••Percentage of growth from previous year N/A = Not Available
Source: OECD Hnancial Times Survey
PORTUGAL
Highlights of the Portuguese economy are as follows:
• GDP growth remains rapid. Fixed investment, particularly in the private sector, is the dominant growth factor. Productive investment will continue to be boosted by EC assistance.
• Private consumption is buoyant, helped by a rise in real disposable income due to increased employment. But the expansion in private consumption is likely to be restricted by more stringent credit conditions and expected tax increases.
• The high inflation rate, almost double the Organization for Economic Cooperation and Development (OECD) Europe average (5.25 percent in 1989), is a major problem. Rises in unit labor costs are among the highest in the OECD, more than twice the growth rate of OECD Europe 1989 at 3.75 percent. Buoyant credit growth also has contributed to the high inflation rate.
• Imports are growing faster than exports. Therefore, current account deficit is likely to widen further to more than Esc 350 billion in 1990, which represents 4.5 percent to 5.0 percent of GDP.
• Portugal's industry needs further investment, diversification, and modernization to stabilize economic growth.
©1989 Dataquest Incorporated December ESIS Volume I 0005567
7.1 Rest of Europe Economic Overview
Table 2
Portuguese Economic Indicators (Billions of Escudos except GDP/Per Capita Data)
Economic Indicators 1987* 1988 1989 1990
GDP GDP/Per Capita Gross Fixed Investment Private Consumption Unit Labor Costs in the
Business Sector (%) Productivity
Industrial Production (%) Inflation (%) Unemployment
(% of Labor Force)
Exports of Goods and Services Imports of Goods and Services Trade Deficit
Current Account Balance of Payments
Exports/GDP (%)
Exchange Rate (Esc per US$1)
5,122.2 N/A
1,242.5
402.3
11.0** N/A
2.4** 10.2
7.1 1,774.4
2,141.1
(Esc 476.2)
(Esc 366.7)
35.0 140.88
4.1%** 578,143.4
15.5%** 6.5%**
10.2** N/A
6.0** 10.0
5.6
7.3%** 17.5%**
(Esc 740.0)
(Esc 86.4) N/A
143.96
3.5%** N/A
11.0%** 4.0%**
8.3** N/A
4.5** 10.3
5.5 6.5%**
10.5%**
N/A
(Esc 237.3) N/A
158.19
3.3%** N/A
8.8%** 3.5%**
7.3** N/A
4.0** 8.5
5.5 6.0%** 8.5%**
N/A
(Esc 355.9) N/A
158.19
•Absolute 1987 figures at current prices ••Percentage of growth from previous year N/A = Not Available
Source: OECD Financial Tunes Surrey
SPAIN
Highlights of the Spanish economy are as follows:
• GDP continues to grow at one of the highest growth rates in OECD Europe. Private investment, supported by rising profits and foreign capital inflow, is the principal growth factor.
• Private consumption is expected to increase further in 1990 because of higher disposable household income, but it should increase at a lower rate than in 1988 and 1989.
• Inflation is forecast to be higher in 1989 and 1990 than in 1988 because of stronger growth in unit labor costs and import prices.
ESIS Volume I 0005567
©1989 Dataquest Incorporated December
7.1 Rest of Europe Economic Overview
Job creation led to a drop in the unemployment rate, still the highest in the OECD and almost double the average for OECD Europe (9.75 percent in 1989 and 1990). But GDP growth and fiirther employment creation might bring the unemployment rate down to 16 percent by the end of 1990.
Import growth far exceeds export growth because of strong domestic demand. The current balance of payment, wWch showed a surplus in 1987, will record an increasing deficit. In 1989, the external deficit may reach approximately 2 percent of GDP.
Real interest rates are expected to remain high to reduce the inflation factor. Spanish industry is cash rich and buoyant, but the credit measures could affect industrial investment, which generates real GDP growth.
Table 3
Spanish Economic Indicators (Billions of Pesetas except GDP/Per Capita Data)
Economic Indicators 1987* 1988 1989 1990
GDP GDP/Per Capita
Gross Fixed Investment Private Consumption
Unit Labor Costs in the Business Sector (%)
Productivity Industrial Production (%) Inflation (%)
Unemployment (% of Labor Force)
Exports of Goods and Services Imports of Goods and Services
Trade Deficit Current Account
Balance of Payments Exports/GDP (%) Exchange Rate
(Pta per US$1)
^Absolute 1987 figures at cuneDl prices •'Percentage of growth from previous year N/A = Not Available
35,714.5 916,815.2
7,386.0 22,713.6
4.6**
N/A 4.4** 5.4
20.5
7,023.9 6,956.7
(Pta 1,603.8)
Pta 67.2
20.0 123.56
5.0%** N/A
14.0%** 4.6%**
4.3** N/A
4.0** 5.1
19.5
6.3%** 15.2%**
N/A
(Pta 419.4)
N/A
116.49
4.8%** N/A
12.8%** 4.5%**
5.5** N/A
3.8** 6.0
18.3
5.8%**
12.0%** N/A
(Pta 983.7) N/A
119.23
4.0%** N/A
9.0%**
3.8%**
5.3** N/A
3.8** 5.5
17.3
5.5%** 9.0%** N/A
(Pta 1.311.5) N/A
119.23
Source: OECD Hnancial Times Survey
©1989 Dataquest Incorporated December ESIS Volume I 0005567
7.1 Rest of Europe Economic Overview
SWITZERLAND
Highlights of the Swiss economy are as follows:
• GDP in 1988 grew 3 percent, the sixth successive year of economic growth, but expansion is forecast to be less in 1989 and 1990.
• Business investment will continue to grow strongly due to favorable profitability, strong foreign demand, and high-capacity utihzation. In exporting companies, capacity utilization has reached nearly 92 percent.
• Employment continued to rise and the unemployment rate dropped to 0.7 percent of the labor force, the lowest rate in the OECD.
• Unit labor costs are expected to rise, but the impact on the economy should be reduced because of rising productivity.
• Inflationary pressures are the uncertain element in the Swiss economy, but balanced budgets, propensity to save, and anti-inflationary policies will contribute toward maintaining a sound economy.
• Buoyant export markets and improved overall competitiveness should continue to stimulate the export economy. Higher import than export growth will lead to a further deterioration in the trade deficit. However, the surplus on services will contribute to the overall current account surplus, which is forecast to decrease in 1989 and 1990 to approximately 2.5 to 3.0 percent of GDP.
Table 4
Swiss Economic Indicators (Billions of Swiss Francs except GDP/Per Capita Data)
Economic Indicators 1987* 1988 1989 1990
GDP GDP/Per Capita Gross Fixed Investment Private Consumption Unit Labor Costs in the
Business Sector (%) Productivity Industrial Production (%) Inflation (%) Unemployment
(% of Labor Force) Exports of Goods and Services Imports of Goods and Services
255.1
N/A 64.4
150.1
2.5**
N/A 0.6**
1.5
0.7 90.2
88.3
3.0%**
25,812.8
5.8%**
2.3%**
2.2**
N/A 7.2**
2.0
0.7 5.4%**
7.9%**
2.5%** N/A
5.3%** 2.5%**
3.0** N/A 3.0** 3.3
0.8 5.3%** 6.0%**
2.3%** N/A
4.5%** 2.3%**
4.0** N/A 3.3** 3.5
0.8 6.0%** 7.0%**
(CoDtinued)
ESIS Volume I 0005567
©1989 Dataquest Incorporated December
7.1 Rest of Europe Economic Overview
Table 4 (Continued)
Swiss Economic Indicators (Billions of Swiss Francs except GDP/Per Capita Data)
Economic Indicators
Trade Deficit Current Account
Balance of Payments Exports/GDP (%) Exchange Rate (SFr per US$1)
1987*
N/A
SFr 1.9 35.4 1.49
1988
(SFr 8.7)
SFr 9.3 N/A 1.46
1989
N/A
SFr 8.6 N/A 1.64
1990
N/A
SFr 7.8 N/A 1.64
*Absohile 1987 figures at cunent prices Soisce: OECD Hoancial Ttmes Survey ••Percentage of growth fiom previous year N/A = Not Available
©1989 Dataquest Incorporated December ESIS Volume I 0005567
7.2 Rest of Europe Semiconductor Device Markets
INTRODUCTION
Dataquest's European Semiconductor Iraiustry Service analyzes the following semiconductor device markets in the Rest of Europe category:
Total semiconductor
Total IC
Bipolar digital IC
MOSIC
Linear IC
Total discrete
Transistor
Diode
Thyristor
Other discrete
Total optoelectronic
LED lamp
LED display
Optical coupler
Other optoelectronic
Tables 7.2-l(a) and (b) show Dataquest's estimates of Rest of Europe semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Intraiuction to the Service" in Volumes I, II, and III.
ESIS Volume I 0004948
© 1989 Dataquest Incorporated September 7.2-1
7.2 Rest of Europe Semiconductor Device Markets
Table 7.2-l(a)
Estimated Rest of Europe Semiconductor Consumption History (Billions of Pesetas)
Total Semiconductor
Total IC
Bipolar TTL ECL
Bipolar Memory Logic
MOS NMOS CMOS BiCHOS Other IC
MOS Memory Micro Logic
Linear Monolithic Hybrid
1982
Pta 24.3
Pta 15.8
3.4 3.1 0.3
3.4 0.8 2.6
7.6 5.1 1.8 0
0.7
7.6 3.8 1.3 2.5
4.8 4.8 0
1983
Pta
Pta
34.6
24.7
5.1 4.7 0.4
5.1 1.1 4.0
13.1 8.8 3.7 0
0.6
13.1 6.2 2.6 4.3
6.5 6.5 0
1984
Pta
Pta
63.2
49.5
10.1 9.0 1.1
10.1 2.3 7.8
28.6 19.6 8.7 0
0.3
28.6 13.5 6.1 9.0
10.8 10.8
0
j,985
Pta
Pta
65.9
51.5
10.2 9.2 1.0
10.2 2.2 8.0
28.4 17.8 10.4
0 0.2
28.4 11.7 6.3
10.4
12.9 12.9
0
1986
Pta 69.1
Pta 52.7
10.1 9.0 1.1
10.1 2.1 8.0
29.7 17.0 12.7
0 0
29.7 10.9 7.3
11.5
12.9 12.9
0
IJ
Pta
Pta
?87
53.1
34.7
4.1 2.7 1.4
4.1 0.9 3.2
21.3 11.4 9.9 0 0
21.3 6.2 6.8 8.3
9.3 8.7 0.6
1988
Pta 80.4
Pta 58.2
6.5 5.3 1.2
6.5 0.8 5.7
39.7 15.9 23.5 0.3 0
39.7 12.6 11.3 15.8
12.0 10.8 1.2
Total Discrete Pta 7.5 Pta 8.3 Pta 11.3 Pta 11.8 Pta 12.6 Pta 15.3 Pta 19.0
Total Optoelectronic Pta 1.0 Pta 1.6 Pta 2.4 Pta 2.6 Pta 3.8 Pta 3.1 Pta 3.2
Exchange Rate (Pta/0S$1) 109.86 143.43 160.76 170.05 139.97 123.56 116.49
Note: Columns may not add to totals shown because of rounding.
Source: Dataquest September 1989
7.2-2 © 1989 Dataquest Incorporated September ESIS Volume I 0004948
7.2 Rest of Europe Semiconductor Device Markets
Table 7.2-l(b)
Estimated Rest of Europe Semiconductor Consumption Forecast (Billions of Pesetas)
1988 1989 1990 i99i 1992 1993 1994
Total Semiconductor
Total IC
Bipolar TTL ECI.
Bipolar Memory Logic
HOS NMOS CMOS BiCHOS Other IC
{U}S
Memory . Micro Logic
Linear Monolithic Hybrid
Total Discrete
Total Optoelectronic
Exchange Sate (Pta/US$l)
Pta
Pta
Pta
Pta
80.4
58.2
6.5 5.3 1.2
6.5 0.8 5.7
39.7 15.9 23.5 0.3
0
39.7 12.6 11.3 15.8
12.0 10.8 1.2
19.0
3.2
116.49
Pta
Pta
Pta
Pta
98.9
76.0
6.3 5.1 1.2
6.3 0.8 5.5
57.2 18.1 38.6 0.5
0
57.2 22.9 14.5 19.8
12.5 11.3 1.2
19.5
3.4
116.20
Pta
Pta
\
Pta
Pta
112.9
89.5
6.1 4.8 1.3
6.1 0.7 5.4
70.2 20.8 48.5 0.9 0
70.2 31.6 16.3 22.3
13.2 12.2 1.0
19.9
3.5
116.20
Pta
Pta
Pta
Pta
134.9
109.6
6.5 5.1 1.4
6.5 0.7 5.8
87.9 24.4 61.9 1.6 0
87.9 41.7 19.7 26.5
15.2 14.1 1.1
21.7
3.6
116.20
Pta
Pta
Pta
Pta
186.5
155.7
7.5 5.8 1.7
7.5
0.8 6.7
129.2 32.5 93.2 3.5 0
129.2 61.2 30.4 37.6
19.0 18.0 1.0
26.2
4.5
U6.20
Pta
Pta
Pta
Pta
241.5
207.8
9.2 7.6 1.6
9.2
0.8 8.4
176.4 46.3 124.0 6.1 0
176.4 92.2 37.9 46.3
22.1 21.2 0.9
28.5
5.2
Lie.20
Pta
Pta
Pta
Pta
268.7
224.6
11.4 8.6 2.8
11.4
0.9 10.5
180.9 35.3 139.0 6.6 0
180.9 78.7 47.9 54.3
32.5 31.2 1.3
37.0
7.1
116.20
Note: Columns may not add to totals shown because of rounding.
Source: Oataquest September 1989
ESIS Volume I 0004948
© 1989 Dataquest Incorporated September 7.2-3
7.2.2 Rest of Europe Digital MOS ICs
REST OF EUROPE MOS CONSUMPTION
DATAQUEST's estimates for Rest of Europe MOS consumption by technology and function for 1978 through 1983 are given in Table 7.2.2-1(a). Our forecast for Rest of Europe MOS consumption for 1984 through 1989 and 1994 is shown in Table 7.2.2-l(b).
Table 7.2.2-1(a)
ESTIMATED REST OF EUROPE MOS CONSUMPTION HISTORY (Millions of Dollars)
1978 1979 1980 1981 1982 1983
Total MOS
Technology NMOS PMOS CMOS
Function Memory Microprocessor Logic
35
24 5 6
16 6 13
54
36 8 10
25 9 20
77
54 8 15
37 13 27
60
41 6 13
29 10 21
Source:
69
47 6 16
34 12 23
DATAQUEST September
91
61 4 26
43 18 30
1984
ESIS Volume I e 1984 Dataquest Incorporated Oct. 10 ed. 7.2.2-1
7.2.2 Rest of Europe Digital MOS ICs
Table 7.2.2-l(b)
ESTIMATED KEST OF EUROPE MOS CONSUMPTION FORECAST (Millions of Dollars)
1983 1984 1985 1986 1987 1988 1989 1994
Total MOS
Technology NMOS PMOS CMOS
Function Memory Microprocessor Logic
91
61 4 26
43 18 30
124
83 2 39
55 27 42
170
109 1 60
72 40 58
201
117 1 83
83 50 68
218
109 0
109
85 58 75
271
119 0
152
-
105 74 92
358
138 0
220
134 102 122
Source: DATAQUEST September
948
298 0
650
296 332 320
1984
Figure 7.2.2-1 shows DATAQUEST's estimates for MOS consumption growth in Rest of Europe for 1979 through 1989. From 1984 through 1989, we project a compound annual growth rate (CAGR) of 23.6 percent.
Figures 7.2.2-2 and 7.2.2-3 show DATAQUEST estimates for Rest of Europe MOS consumption by technology and function, respectively, for 1978 through 1989.
7.2.2-2 e 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
7.2.2 Rest of Europe Digital MOS ICs
Figure 7.2.2-1
ESTIMATED REST OF EUROPE MOS CONSUMPTIOH GROWTH (Percent Change in Dollars over Previous Year)
60%
50 -
4 0 -
30 -
2 0 -
10 —
0-
- 1 0 —
- 2 0 -
-30 1 1 r — I 1 1—I 1 1 1 r 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989
Source: DATAQUEST September 1984
ESIS Volume I C 1984 Dataquest Incorporated Oct. 10 ed. 7.2.2-3
7.2.2 Rest of Europe Digital MOS ICs
Figure 7.2.2-2
ESTIMATED REST OF EUROPE MOS CONSUMPTION BY TECHNOLOGY (Millions of Dollars)
tz2a
1 8 0 -
1 4 0 -
CMOS
NMOS
1 0 0 -
PMOS
1978 19B0 1SB2 1S«4 19S6 198S
Ssum: DATAQUEST •I 1MX
Figure 7.2.2-3
ESTIMATED REST OF EUROPE MOS CONSUMPTION BY FUNCTION (Millions of Dollars)
S140
120 —
1 0 0 -Microprocessor
Soum: DATAOUEST Sfptamber 1984
7.2.2-4 c 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I
7.3.6 Rest of Europe Telecommunications Semiconductor Market
PORTDGAL
In Portugal the telephone network is underdeveloped. The Portugese government is therefore investing more than $1.6 billion over the next few years to modernize the telephone and telex services. The aim is to provide 30 telephones for every 100 inhabitants by the year 2000, and to install advanced electronic equijsnent.
Currently in the experimental stage are:
Computer data and facsimile systems
Electronic mail systems
Video text systems
Text transmission systems
Teleconferencing systems
Portugal is scheduled to join the European telecommunications broadcasting satellite system in 1984.
Portugal's future aim is:
• To convert the entire telecommunications system to a flexible integrated microchip network, in order to facilitate communication between people, people and machines, and machines and machines
• To replace metal cable by optical fibers
• TO enable private subscribers to be linked to telecommunications satellites.
The Portugese authorities' medium-term plan is to prepare the substructure to be able to implement the above three points.
ESIS Volume I © 1983 Dataquest Incorporated Dec. 26 ed. 7.3.6-1
7.3.6 Rest of Europe Telecommunications Semiconductor Market
SWITZERLAND
In 1982 Switzerland installed a packet-switching network. It is expected that teletex, videotex, and data transmission services will evolve from this.
The country is due to install the single integrated services digital network (ISDN) in 1985. Installation time is expected to take 18 months.
Emphasis is being placed on the expansion of mobile and licensed private radio communications. Other areas include:
• PCM transmission for point-to-point data communication
• National car telephone and popular radio-paging systems
• City Call service, linking private on-site systems with a nationwide paging network
SPAIN
In Spain, telephone and data transmission services are monopolized by a non-public-sector company called Compania Telefonica Nacional de Espana (CTNE). CTNE was originally formed as an ITT subsidiary in the 1920s; it is now controlled by private shareholders (53 percent) and the Spanish government (47 percent).
CTNE is committed to buying Spanish products. The company currently makes about 90 percent of its purchases from Spanish suppliers.
CTNE has joint venture agreements with Telettra and Ericsson (through Intelsa). The company recently acquired Amper, a Spanish producer of telephone sets.
CTNE is currently preparing a four-year (1983-1986) investment plan of Pt58Q0 billion. The plan is to develop microelectronics and software technology as well as related products and services. There are four strategies: projects that CTNE will do alone, projects on which it will collaborate with other companies, projects that it will contract out, and projects that other companies will develop on their own.
Figure 7.3.6-1 shows DATAQUEST's historical and forecast estimates of Rest of Europe semiconductor consumption by telecommunications end use.
7.3.6-2 ©1983 Dataquest Incorporated Dec. 26 ed. ESIS Volume I
7.3.6 Rest of Europe Telecommunications Semiconductor Market
Figure 7 . 3 . 6 - 1
ESTIMATED REST OF EUROPE SEMICONDUCTOR CONSmPTION HISTORY AND FORECAST-
TELECOMMUNICATIONS END USE ( M i l l i o n s o f D o l l a r s )
110-1
9 0 -
7 0 -
5 0 -
3 0 -
10- "T" 1S77
- T " 1979
"T" 1981
"T" 1983
1987 1985
Source: DATAQUEST December 1983
ESIS Volume I ® 1983 Dataquest Incorporated Dec. 26 ed. 7.3.6-3
7.3.6 Rest of Europe Telecommunications Semiconductor Market
(Page intentionally left blank)
7.3.6-4 © 1983 Dataquest Incorporated Dec. 26 ed. ESIS Volume I
7.5 Rest of Europe Plant Locations
The maps on pages 7.5-3, 7.5-4, and 7.5-5 shows plant locations for semiconductor manufacturers in the Rest of Europe. The map key on page 7.5-2 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.
ESIS Volume I © 1989 Dataquest Incorporated September 7.5-1 0004928
Ln I
N>
Austrian Plant Locations
®
\o 00 VO
D r+ W
£ 1 C (D VI
D n o "O o "1 r+ n) a C/5 fD
•a r-f
ro 3 cr rt) 1
o o o i;
t\j 00
m to »—H
CO < o r. 3 ro P-H
Company
AMS Siemens Telefunken Electronic Telefunken Electronic
Town
Unterpremstatten Villach Braunau Vocklabruch
Reterence
A B C U
ProqiiGts
Custom, semicustom, MOS LSI Discretes, MOS LSI Discretes, opto Discretes, opto
Israeli Plant Locations
Company Town
Intel Tel Aviv National Semiconductor Midgal Haemek
Map Reterence
A B
Products
MOS LSI MOS LSI
Company
AT4T Standard Electtica Texas Instruments
Company
HMT Microelecttic AG Microelectronics-Mar in Philips (Pas..lec) TAG
Moroccan Plant Locations
Town
Casablanca
Hap Reterence
Discretes
Spanish and Portuguese Plant Locations
Town
Madrid Cascais Moreira
Town
Brugg Marin Zurich Zurich
Map Reterence Products
A Custotn, semicuston. D Discretes C idPD, linear
Swiss Plant Locations
Reference
B C A A
Products
MOS LSI Custom LSI MOS LSI, linear, Discretes
custom
Manufacturing Activiti
Fab Test Aas'y Desi
X X X X X X X X
Manuiacturlnq Activiti Fab Test Asa'y Pesi
Manutacturing Aettifltia Fab Test Asa'y .ffegii
Hanufactuirinq Act iv i t i Fab Test Aas'v Deai
Manufacturing Activiti Fab Test flas'y Desi
X X X X X X X X
Source: Oataquest September 19
7.5 Rest of Europe Plant Locations
ESIS Volume I 0004928
© 1989 Dataquest Incorporated September 7.5-3
7.5 Rest of Europe Plant Locations
7.5-4 © 1989 Dataquest Incorporated September ESIS Volume I 0004928
7.5 Rest of Europe Plant Locations
ESIS Volume I 0004928
© 1989 Dataquest Incorporated September 7.5-5
7.6 Rest of Europe Design Service Locations
Table 7.6-1 lists semiconductor design service locations for the Rest of Europe. Each company entry shows the major products designed at each site for both merchant and captive manufacturers and identifies the class of service provided.
• Category A: Design Center
- A full design center has all the hardware and software design tools, in addition to engineering resources, necessary to design standard products as well as ASICs.
- Design centers are the domain of semiconductor manufacturers, although the semiconductors produced may be for merchant or captive consumption.
• Category B: Design Service Locations
- A design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. By far the majority of design service locations are used for designing ASIC gate arrays for ceU-based ICs (CBICs).
- Most design service locations are owned by semiconductor vendors that rent workstation time to customers for a fee; however, some of the larger OEMs have invested in their own facilities for internal design groups (e.g.. Bull, Lucas, MBB, and Olivetti). Essentially, these are captive design service locations.
• Category C: Independent Design Service Locations
- An independent design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. However, the location is owned by a third party independent of semiconductor vendors and is not dedicated to a specific OEM.
- Third-party design services provide training and rent workstation time for ASIC gate array and CBIC design. They tend to support several vendors' ASIC products.
Table 7.6-1
Rest of Europe Semiconductor Design Service Locations
Company
Austrian Semiconductor Design Service Locations Austria Mikro Systeme ITT (ITTA) Siemens
ESIS Volume I 0007414
Location
Graz \^enna ViUach
Code*
M C M
©1990 Dataquest Incoiporated Refaence material—will not be iqpn
1
X
X
1>pe of Product Design
Category* Service' 2 3 4 5 A B C
X X X
[ June iblished
X
X
X
X
X X
X (Coatiixued)
7.6-1
7.6 Rest of Europe Design Service Locations
Table 7.6-1 (Continued)
Rest of Europe Semiconductor Design Service Locations
Company
Israeli Semiconductor Service Locations
AMCC IMI Intel LSI Logic Motorola
Location
Design
National Semiconductor Tadiran
Tel Aviv Tel Aviv Haifa Tel Aviv Haifa Tel Aviv To Be Announced
Spanish Semiconductor Design Service Locations AT«&T ITT (SESA) SGS-Thomson—1ST
Swiss Semiconductor Service Locations
Dectrosuisse Faselec Favag HMT Motorola ITT (SRT) LSI Logic MEM Siemens TAG
•Code
M = Merchant C = Captive
Design
Madrid Madrid Madrid
Neuchatel Zurich Bevaix Bragg Geneva Zurich Biel Marin Zurich Zurich
^Product Category
1 = Standard integrated circuits
2 = Custom circuits 3 = Standard cells 4 = Gate arrays 5 = Discretes and
optoelectronics
Code'
M M M M M M M
M C M
M M M M M C M M M M
1
X
X X
X
Product Category* 2
X
X X X
X X X X X
X
3
X X
X X X X
X
X
X
X
X X X
"TVpe A B C
L —
» ^ I ^
4
X X
X X X X
X
X
X X
X X X
; of
5
X
Type of Design Service'
A
X
X X
X
X
X
X
X
X
Design
Design Design
B C
X X
X
X
X
X
X X
X X
X
Service
center service
Independent design service locations
Souice: Dataquest (June 1990)
7.6-2 ©1990 Dataquest Incorporated June Reference material—will not be republished
ESIS Volume I 0007414
Exchange Rate Tables
Dataquest's European exchange rate tables include data from all Western European countries, each of which has different and variable exchange rates against the US dollar. Where applidable, Dataquest estimates are prepared in terms of local currencies before conversion (where necessary) to US dollars. Dataquest uses exchange rates taken from the Wall Street Journal, which are in turn taken from the Barikers Trust Co. All exchange rates previous to 1990 were sourced from the International Monetary Fund (IMF).
All forecasts are prepared using fixed exchange rates based on the last complete historical quarter (currently the fourth quarter of 1990). To maintain consistency across all its analyses, Dataquest makes ongoing adjustments to its forecasts for these currency changes during the year. As a result of this policy, forecast growth rates can become distorted when comparing dollar growth rates with European currency growths.
Table 1 provides a summary of yearly average exchange rates in local currency per US dollar for each European region and Japan from 1979 to 1990. Included in Table 1 is the European Currency Unit (ECU). This unit, which was established in March 1979, is the weighted average of the currencies of all member countries of the European Community (EC). It is calculated by the IMF from each country's gross national product (GNP) and foreign trade. Table 2 shows the quarterly exchange rate for 1990 for each of these regions.
Also included is the Semiconductor Industry Weighted Average (SIWA). This unit is based on the semiconductor consumption of each European country featured here (EC and non-EC members) and uses the base year 1980 equal to 100 as a reference point. The SIWA is useful for interpreting the effect of European currency fluctuations with respect to the US dollar, specifically for the European semiconductor industry.
Dataquest's European local currency forecasts and historical data has previously been recorded using the SIWA as a measure of local currency. Since September 1990 we have changed to using ECUs. As it is becoming increasingly conunon for companies to publish their annual reports in ECUs, all fuhire local currency forecasts prepared by Dataquest will be published in ECUs.
ESIS Volume m ©1991 Dataquest Europe Limited March 0008351
Exchange Rate Tables
Table 1
Re^on
European Currencies—1979 to 1990 (Local Currency per US Dollar)
1979 1980 1981 1982 1983 1984
Aiistria Belgium Denmark Finland France Ireland Italy Luxembourg Netherlands Norway Portugal Spain Sweden Switzerland United Kingdom West Germany
ECU
Japan
SIWA (Base 1980 = 100)
13.37 29.32
5.26 3.90 4.25 0.49
830.90 29.32
2.01 5.06
48.92 67.13 4.29 1.66 0.47 1.83
0.69
219.14
101.66
12.94 29.25
5.64 3.73 4.23 0.49
856.50 29.24
1.99 4.94
50.07 71.70 4.23 1.67 0.43 1.82
0.76
226.75
100.00
15.93 37.13
7.13 4.31 5.43 0.62
1,136.80 37.13
2.49 5.74
61.55 92.31
5.06 1.96 0.49 2.26
0.92
220.54
123.69
17.06 45.69
8.33 4.82 6.57 0.70
1,352.50 45.69
2.67 6.45
79.48 109.86
6.28 2.03 0.57 2.43
1.02
249.05
141.30
17.97 51.13
9.15 5.57 7.62 0.80
1,518.90 51.13
2.85 7.29
110.78 143.43
7.67 2.10 0.66 2.55
1.12
237.52
157.59
20.00 57.78 10.36 6.01 8.74 0.92
1,757.00 62.34
3.21 8.16
146.39 160.76
8.27 2.35 0.75 2.85
1.27
237.44
178.06
(Qmtinued)
©1991 Dataquest Europe Limited March ESIS Volume m 0008351
Exchange Rate Tables
Region
Austria Belgium Denmark Finland France Ireland Italy Luxembourg Netherlands Norway Portugal Spain Sweden Switzerland United Kingdom West Germany
ECU
Table 1 (Continued)
European Currencies—1979 to 1990 (Local Currency per US Dollar)
1985 1986 1987 1988 1989 ismt
20.69 59.41 10.60 6.20 8.98 0.94
1,909.50 59.38
3.32 8.60
170.40 170.05
8.60 2.46 0.77 2.94
15.26 44.66
8.09 5.07 6.92 0.75
1,490.00 44.66
2.45 7.39
149.54 139.97
7.12 1.80 0.68 2.17
12.64 37.34
0.84 4.40 6.01 0.67
1,296.10 37.34 2.03 6.74
140.88 123.56
6.34 1.49 0.61 1.80
12.35 36.77
6.73 4.18 5.96 0.66
1,301.00 36.77
1.98 6.52
143.96 116.49
6.13 1.46 0.56 1.76
13.24 39.44
7.32 4.30 6.39 0.71
1,373.60 39.44 2.12 6.91
157.62 118.55
6.45 1.64 0.61 1.88
HBG
:-33^4ff 6.L8J
: 3.82 5.44 0.60
1,197.22 33.41
1.82 6.25
142.40 102.03
5.92 1.39 0.56 1.62
1.31 1.02 0.87 0.84 0.92 0.79
Japan
SIWA (Base 1980 = 100) Source: Dataquest (March 1991)
238.54 168.49
184.70 145.89
144.43 128.11 138.07 144.71
125.52 121.46 130.20 113.78
ESIS Volume m 0008351
©1991 Dataquest Europe Limited March
E:gchange Rate Tables
Table 2
1990 Quarterly European Currencies (Local Currency per US Dollar)
Region
Austria Belgium Denmark Finland Frsuice Ireland Italy Luxembourg Netherlands Norway Portugal Spain Sweden Switzerland United Kingdom West Germany
ECU
Japan
SIWA (Base 1980 = 100) Souice: Dataquest (Match 1991)
1Q90 2Q90 3Q90 4Q90 1990
11.90 35.29 6.52 3.99 5.74 0.64
1,254.66 35.29 1.91 6.53
148.86 109.08 6.15 1.51 0.61 1.69
0.83
147.92
120.18
11.80 34.60 6.39 3.96 5.64 0.63
1,231.66 34.60 1.89 6.49
147.90 105.60 6.08 1.44 0.60 1.68
0.82
155.35
118.61
11.21 32.81 6.08 3.75 5.34 0.59
1,176.27 32.81 1.80 6.15
140.62 98.60 5.86 1.33 0.54 1.59
0.77
145.07
111.06
10.54 30.93 5.74 3.59 5.05 0.56
1,126.28 30.93 1.69 5.85
132.22 94.85 5.60 1.27 0.51 1.50
0.73
130.50
105.26
11.36 33.41 6.18 3.82 5.44 0.60
1,197.22 33.41 1.82 6.25
142.40 102.03 5.92 1.39 0.56 1.62
0.79
144.71
113.78
©1991 Dataquest Europe Limited March ESIS Volume m 00083S1
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