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
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Industry Outlook – Key DriversMarket Drivers for this Decade
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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
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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
© 2009 databeans, Inc.www.databeans.net
Industry Outlook – ApplicationsComputer Applications
$87 Billion for Semiconductors
$7.5 Billion for Analog
ApplicationsWiFi PrintersDisplays POSPSD SAN
ProductsRegulators AmplifiersInterface Backlight DriversAudio Transceivers
© 2009 databeans, Inc.www.databeans.net
Industry Outlook – ApplicationsConsumer Applications
$56 Billion for Semiconductors
$8 Billion for Analog
Applications3D TV STBFrames DVD/Blu-RayLighting White Goods
ProductsRegulators AmplifiersInterface Backlight DriversAudio Video
© 2009 databeans, Inc.www.databeans.net
Industry Outlook – ApplicationsCommunications Applications
$86 Billion for Semiconductors
$15.5 Billion for Analog
ApplicationsMobile Phones BTSModems RoutersSwitches GPS
ProductsRegulators AmplifiersInterface Data ConvertersPower Amps TransceiversAudio Battery Management
© 2009 databeans, Inc.www.databeans.net
Industry Outlook – ApplicationsIndustrial Applications
$32 Billion for Semiconductors
$6.6 Billion for Analog
ApplicationsAutomation Mil/AeroServo Motors PLCsMedical Equip. Instrumentation
ProductsRegulators AmplifiersInterface Data ConvertersMotor Control
© 2009 databeans, Inc.www.databeans.net
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
© 2009 databeans, Inc.www.databeans.net
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
© 2009 databeans, Inc.www.databeans.net
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
© 2009 databeans, Inc.www.databeans.net
Industry Outlook - AnalogQ2 2010 Market Results
Market Q2 2010 $M Q/Q Growth % Y/Y Growth %
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
© 2009 databeans, Inc.www.databeans.net
Industry Outlook - AnalogQ3 2010 Market Results
Market Q3 2010 $M Q/Q Growth % Y/Y Growth %
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
© 2009 databeans, Inc.www.databeans.net
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
Gary InouyeOperations Director
Myson Robles-BruceSenior Research [email protected]
Matthew SchererResearch Analyst
Steve ChomanResearch Analyst
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