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In October 2011, Avnet Electronics Marketing and ARM launched the Embedded Software Store at ARM TechCon 2011. This partnership
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Chip Design
Staying Ahead of the Technology Curve
Harley Feldberg, President, Avnet Electronics Marketing
Importance of Technology
Technology is important to the world…
…Distribution is important to technology
Distribution…In the Center of Technology
Distribution manages the complexity of the technology supply chain delivering value to suppliers and customers.
Original Equipment
Manufacturers
EMS / ODM
Semiconductor
Interconnect
Passive
Electro-mechanical
Manufacturers
Electronics Marketing
Software Vendors
Mass Market Size
Americas16%
EMEA15%
Asia Pacific55%
Japan14%
2011Total $289B
-12%25% 3% 5% 8%
11%
-18%
20% 8%6%
6%
8%
0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014
($ b
illi
on
s)
Semiconductors w/o MPUs, DRAMs, or Flash Interconnect, Passives & Electromechanical
$326B8%
$225B-14%
Note: Percentages represent sequential growth rates Sources: Bishop, Electronics Outlook, Fleck, Gartner, iSuppli, Paumanok, (Rev: 10/7/11)
$304B5%
$289B4%$277B
23%
EM Total Available Market
$360B10%
Distribution Mass Market is ~ 25% of the TAM and 90+ % of the customers
Americas 18.0%
EMEA 12.8%Asia
Pacific 53.6%
Japan 15.6%
Semiconductor Design TAM by Region Semiconductor Consumption by Region
The winning formula for components distribution requires strength in both
Americas31.0%
EMEA 14.8%
Asia Pacific 34.8%
Japan 19.5%
Sources: Avnet BIO, Gartner, SIA
2010 2010
Must Be Present Globally
Supplier Collaboration
Global Logistics
MarketExpansion
System Level Solutions
Global Execution
CustomerDevelopment
Addressing The Market Needs
Reaching 100,000+ customers…
Producing a Combined
$3.4 Billionin annual semi
revenue
Resources1000 Field Application
Engineers
ReachProviding more than 30,000
customers with annual design support
ResultsAcquiring more than 45,000
design-wins annually
Avnet Data: As of August 2011
The Demand Creation Opportunity
Greater system complexity is especially challenging for mass market customers
Higher levels of integration
Software is more of the solution
Proliferation of semiconductor content
Global supply chain solutions
The role of distribution has evolved to that of a “trusted advisor” on design chain and supply chain solutions
Distribution’s Role is Changing
Chip Design
The Avnet and ARM Partnership
Mass Market Applications
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
-3% -1% 1% 3% 5% 7% 9% 11%
20
11 R
ev
en
ue
2011-2014 3-year CAGR
Largest & Fastest Growing Applications for Served Semi TAM(Excludes DRAM, Flash & MPU)
Test &Measurement
Home Audio
ConsumerAppliances
Infotainment
LCD TV
Other Consumer
Power Train
Medical Electronics
Bldg & Home Control
LAN Swicthes & Hubs
Mobile Comm
Inf ra
Digital Still Cameras
BarebonesDeskbound
PCs
Military & Civil Aero
Other Wireless Comm
Video Game Consoles
Source: IHS-iSuppli 9/15/11
• Mass Market consists of many different applications• Trend for consumer feature sets are starting to enter the mass market space
Data Processing
Wired Comm
Wireless Comm
Consumer
Automotive
Industrial
Source: iSuppli 9/15/11 (AMFT - Consumption Database)
Memory
Micro-component
General Purpose Logic
ASIC & ASSP
Analog
Discretes
Optical Semi
Sensors & Actuators
0 500 1,000 1,500
($ millions)
2011 Military & Civil Aerospace
Memory
Micro-component
General Purpose
Logic
ASIC & ASSP
Analog
Discretes
Optical Semi
Sensors & Actuators
0 100 200 300 400
($ millions)2011 Energy Generation & Distribution
Memory
Micro-component
General Purpose
Logic
ASIC & ASSP
Analog
Discretes
Optical Semi
Sensors & Actuators
0 500 1,000 1,500
($ millions)
2011 Test & Measurement
Memory
Micro-component
General Purpose
Logic
ASIC & ASSP
Analog
Discretes
Optical Semi
Sensors & Actuators
0 500 1,000 1,500
($ millions)
2011 Building & Home Control
Memory
Micro-component
General Purpose
Logic
ASIC & ASSP
Analog
Discretes
Optical Semi
Sensors & Actuators
0 200 400 600 800 1,000 1,200
($ millions)2011 Automation
Memory
Micro-component
General Purpose
Logic
ASIC & ASSP
Analog
Discretes
Optical Semi
Sensors & Actuators
0 500 1,000 1,500 2,000 2,500 3,000
($ millions)
2011 Medical Electronics
2011 WW Semiconductor Consumption by Industrial Application & Device Type
Micro-components Remain Important
ARM Architecture Becoming a Leader
Source: EETimes 2011 Embedded Market Study
Survey Question:
Partial Vendor Listing From Connected Community
Actel, Altera, Analog Devices, Atmel, Avago, Broadcom, Cavium, Cirrus Logic, Conexant, Cypress, Energy Micro, Freescale, Fujtisu, Infineon, Intel, IBM, Marvell,
Micrel, Microsoft, Microsemi, Mindspeed, NEC, NXP, Oki, Spansion, ST, Texas Instruments, Toshiba, Zilog, Xilinx
Sales & Technical
Resources
Design Centers
Design Tools
Customer Education
Web Solutions
Global Logistic, Supply Chain, & Value Added Services
Customers
Suppliers
Why The Partnership Works
Collaborating With Our Mutual Partners
10,000 registrants with 7,000 engineers trained
+64% active with a new project or product re-design
Top 8 market segments identified by registrants
RF / Wireless Communications
Industrial & Manufacturing Control
Computer Hardware
Medical/Dental
Military/Aerospace
Network Connectivity
Automotive
Multimedia Systems
Customer Q&A In IrvineHands-On Demo In MunichKeil Overview in ShenzhenARM Education In Moscow+900 Attendees In BeijingTop Self Identified Job Function:
Software Engineer
The Next Step Develops
Education & Awareness
Silicon is differentiated by software
Who writes the software? Large OEM customer: Large software staff Mass Market customer:
Small engineering team May not be global Make vs. buy decision
What is the answer?
Software, A New Opportunity
A marketplace, developed by Avnet and ARM, to drive innovation in embedded software enabling complete
silicon solutions.Visit us at:
www.embeddedsoftwarestore.com
A New Marketplace
Thank You