[SEMI Theater] Performance Analog Growing Opportunities for Signal Conditioning and Power

July 2010

Performance Analog: Growing Opportunities for Signal Conditioning and Power

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Evolution of the ConsumerThe Digital Population Drives Demand for Analog


Industry Outlook – Key DriversMarket Drivers for this Decade


Analog Market Share2009 Revenue by Supplier

Company 2009 $M 2009 %MS

Texas Instruments 4,342 13.6%STMicroelectronics 3,751 11.7%Infineon Technologies 2,751 8.6%Analog Devices 1,895 5.9%NXP Semiconductors 1,435 4.5%Maxim Integrated Products 1,359 4.2%National Semiconductor 1,145 3.6%Linear Technology 894 2.8%RF Micro Devices 890 2.8%Other 13,538 42.3%Total 32,001Databeans Estimates, Company Reports


Industry Outlook – ApplicationsAutomotive Applications

$21 Billion for Semiconductors

$6 Billion for Analog

ApplicationsRadar Instrumentation PanelDriver Assist ECULighting EV/HEV

ProductsData Converters Battery ManagementInterface Backlight DriversAudio Amplifiers


Industry Outlook – ApplicationsComputer Applications


$7.5 Billion for Analog

ApplicationsWiFi PrintersDisplays POSPSD SAN

ProductsRegulators AmplifiersInterface Backlight DriversAudio Transceivers


Industry Outlook – ApplicationsConsumer Applications


$8 Billion for Analog

Applications3D TV STBFrames DVD/Blu-RayLighting White Goods

ProductsRegulators AmplifiersInterface Backlight DriversAudio Video


Industry Outlook – ApplicationsCommunications Applications



ApplicationsMobile Phones BTSModems RoutersSwitches GPS

ProductsRegulators AmplifiersInterface Data ConvertersPower Amps TransceiversAudio Battery Management


Industry Outlook – ApplicationsIndustrial Applications



ApplicationsAutomation Mil/AeroServo Motors PLCsMedical Equip. Instrumentation

ProductsRegulators AmplifiersInterface Data ConvertersMotor Control


Industry Outlook – Electronics2009 and 2010 Shipment Volumes

Application Shipments in MU 2009 2010 Y/Y Growth %

Large Digital Televisions 69 75 8.5%3D TV 0 1+ NASTB 109 118 8.0%Smart Phones 182 222 21.9%Small Notebooks 23 31 31.3%Tablets 0 1+ NAMedia Player 211 229 8.5%Home Medical 195 215 10.7%Handheld Games 40 43 7.6%PCs 271 292 8.0%Automotive Li-ion .0015 .0062 313%Databeans Estimates


Industry Outlook – Electronics2009 and 2010 Shipment Volumes

Application Shipments in MU 2009 2010 Y/Y Growth %

Large Digital Televisions 69 75 8.5%3D TV 0 1+ NASTB 109 118 8.0%Smart Phones 182 222 21.9%Small Notebooks 23 31 31.3%Tablets 0 1+ NAMedia Player 211 229 8.5%Home Medical 195 215 10.7%Handheld Games 40 43 7.6%PCs 271 292 8.0%Automotive Li-ion .0015 .0062 313%Databeans Estimates


Industry Outlook - AnalogQ1 2010 Market Results

Market Q1 2010 $M Q/Q Growth % Y/Y Growth %

Amplifiers and Comparators 709 9% 55%Data Converters 678 0% 40%Interface 563 0% 53%Power 2,090 7% 65%Automotive ASSPs 1,082 2% 91%Computer/Storage ASSPs 882 6% 79%Audio/Video ASSPs 714 0% 74%Wired ASSPs 361 20% 211%Wireless ASSPs 2,293 7% 48%Industrial ASSPs 559 4% 85%Total 9,931 5% 66%Databeans Estimates




Amplifiers and Comparators 822 16% 64%Data Converters 745 10% 36%Interface 632 12% 51%Power 2,403 15% 55%Automotive ASSPs 1,158 7% 71%Computer/Storage ASSPs 954 8% 47%Audio/Video ASSPs 777 9% 34%Wired ASSPs 360 0% 80%Wireless ASSPs 2,621 14% 17%Industrial ASSPs 635 14% 74%Total 11,107 11% 42%Databeans Estimates




Amplifiers and Comparators 881 7% 46%Data Converters 837 12% 32%Interface 622 -2% 31%Power 2,550 6% 39%Automotive ASSPs 1,084 -6% 18%Computer/Storage ASSPs 1,008 6% 30%Audio/Video ASSPs 841 8% 17%Wired ASSPs 357 -1% 38%Wireless ASSPs 2,826 8% 34%Industrial ASSPs 619 -2% 27%Total 11,625 4% 31%Databeans Estimates


Industry Outlook - AnalogCY2010 Market Results

Market 2009 $M 2010 $M Y/Y Growth %

Amplifiers and Comparators 2,212 3,273 48%Data Converters 2,346 3,056 30%Interface 1,826 2,395 31%Power 6,606 9,522 44%Automotive ASSPs 3,217 4,406 37%Computer/Storage ASSPs 2,754 3,774 37%Audio/Video ASSPs 2,424 3,079 27%Wired ASSPs 875 1,420 62%Wireless ASSPs 8,046 10,589 32%Industrial ASSPs 1,695 2,365 39%Total 32,001 43,879 36%Databeans Estimates

Thank You

Susie InouyeChief Executive, Research Director

[email protected]

Gary InouyeOperations Director

[email protected]

Myson Robles-BruceSenior Research [email protected]

Matthew SchererResearch Analyst

[email protected]

Steve ChomanResearch Analyst

[email protected]

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