semiconductor industry forecast to 2012
TRANSCRIPT
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Published by
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Semiconductor Industry Forecast to 2012RNCOS, 2009
Edition 2.0All rights reserved. This publication is protected
by copyright. No part of it may be reproduced, storedin a retrieval system or transmitted, in any form or by
any means, electronic mechanical, photocopying,recording or otherwise without the prior written
permission of the publishers.
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Table of Contents
1. Analyst View.........................................................................................................................................82. Research Overview .............................................................................................................................93. Industry Overview .............................................................................................................................104. Global Semiconductor Industry: Current Performance and Future Outlook ..............................14
4.1
By Segment .................................................................................................................................14
4.1.1 Integrated Circuits..................................................................................................................144.1.2 Discrete Semiconductors.......................................................................................................174.1.3 Optoelectronics ......................................................................................................................194.1.4 Sensors..................................................................................................................................21
4.2 By Equipment ..............................................................................................................................234.2.1 Wafer Processing...................................................................................................................264.2.2 Assembly & Packaging ..........................................................................................................284.2.3 Testing Equipment.................................................................................................................30
4.3 By Materials .................................................................................................................................324.3.1 Wafer Fabrication...................................................................................................................344.3.2 Packaging ..............................................................................................................................36
5. Country-level Analysis: Studying the Future Potential .................................................................385.1 US................................................................................................................................................38 5.2 UK................................................................................................................................................41 5.3 France..........................................................................................................................................43 5.4 Germany ......................................................................................................................................455.5 Japan ...........................................................................................................................................485.6 South Korea.................................................................................................................................515.7 China ...........................................................................................................................................575.8 India .............................................................................................................................................635.9 Singapore ....................................................................................................................................705.10 Taiwan .........................................................................................................................................735.11 Russia..........................................................................................................................................78
6. Vertical-level Analysis: Key Technological Trends and Developments ......................................806.1 Mobile Market ..............................................................................................................................806.2 PC Industry ..................................................................................................................................816.3 Video Surveillance Market...........................................................................................................836.4 Wireless Industry .........................................................................................................................856.5 Satellite Navigation Market..........................................................................................................88
7. Competitive Landscape ....................................................................................................................907.1 Intel Corporation ..........................................................................................................................917.2 Samsung Electronics...................................................................................................................927.3 Toshiba Corp ...............................................................................................................................947.4 Texas Instruments Inc. ................................................................................................................967.5 STMicroelectronics N.V. ..............................................................................................................987.6 Renesas Technology Corp. .......................................................................................................1007.7 Sony...........................................................................................................................................101 7.8 Qualcomm .................................................................................................................................1027.9 Hynix Semiconductor Inc...........................................................................................................1047.10 Infineon Technologies AG .........................................................................................................106
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List of Figures:
Figure 3-1: Global - Semiconductor Market (Billion US$), 2007-2009 ........................................................11Figure 3-2: Global - Semiconductor Market by Segment (%), 2008 ...........................................................11Figure 3-3: Global - Semiconductor Market Projection (Bill ion US$), 2010-2012.......................................13Figure 3-4: Global - Semiconductor Market Projection by Segment (%), 2012 ..........................................13Figure 4-1: Global - Integrated Circuit Market (Bill ion US$), 2007-2009 ....................................................14
Figure 4-2: Global - Integrated Circuit Market by Segment (%), 2008........................................................15Figure 4-3: Global - Integrated Circuit Market Projection (Billion US$), 2010-2012 ...................................16Figure 4-4: Global - Integrated Circuit Market Projection by Segment (%), 2012.......................................16Figure 4-5: Global - Discrete Semiconductor Market (Billion US$), 2007-2009..........................................17Figure 4-6: Global - Discrete Semiconductor Market by Segment (%), 2007 .............................................18Figure 4-7: Global - Discrete Semiconductor Market Projection (Billion US$), 2010-2012.........................18Figure 4-8: Global - Optoelectronics Semiconductor Market (Billion US$), 2007-2009..............................19Figure 4-9: Global - Optoelectronics Semiconductor Market Projection (Bill ion US$), 2010-2012.............20Figure 4-10: Global - Sensors Semiconductor Market (Billion US$), 2007-2009........................................21Figure 4-11: Global - Sensors Semiconductor Market Projection (Billion US$), 2010-2012 ......................22Figure 4-12: Global - Semiconductor Equipment Market (Billion US$), 2007-2009....................................23Figure 4-13: Global - Semiconductor Equipment Market by Segment (%), 2008 .......................................24Figure 4-14: Global - Semiconductor Equipment Market Projection (Billion US$), 2010-2012 ..................25Figure 4-15: Global - Semiconductor Equipment Market Projection by Segment (%), 2012......................25Figure 4-16: Global - Wafer Processing Equipment Market (Billion US$), 2007-2009 ...............................26Figure 4-17: Global - Wafer Processing Equipment Market Projection (Billion US$), 2010-2012..............27Figure 4-18: Global - Assembly & Packaging Equipment Market (Billion US$), 2007-2009.......................28Figure 4-19: Global - Assembly & Packaging Equipment Market Projection (Billion US$), 2010-2012......29Figure 4-20: Global - Test Equipment Market (Billion US$), 2007-2009.....................................................30Figure 4-21: Global - Test Equipment Market Projection (Billion US$), 2010-2012....................................31Figure 4-22: Global - Semiconductor Material Market (Billion US$), 2007-2009 ........................................32Figure 4-23: Global - Semiconductor Material Market Projection (Billion US$), 2010-2012 .......................33Figure 4-24: Global - Wafer Fab Material Market (Billion US$), 2007, 2008 & 2012 ..................................34Figure 4-25: Global - Semiconductor Packaging Material Market (Billion US$), 2007, 2008 & 2012.........36Figure 5-1: US - Semiconductor Market (Billion US$), 2009-2012 .............................................................39Figure 5-2: UK - Semiconductor Market (Billion US$), 2009-2012 .............................................................42Figure 5-3: France - Semiconductor Market (Billion US$), 2009-2012 .......................................................44Figure 5-4: Germany - Semiconductor Market (Billion Euros), 2007-2009 .................................................45Figure 5-5: Germany - Semiconductor Market Projection (Billion Euros), 2010-2012 ................................47Figure 5-6: Japan - Semiconductor Market (Billion US$), 2007-2009.........................................................48Figure 5-7: Japan - Semiconductor Equipment Market (Billion US$), 2007-2009 ......................................49Figure 5-8: Japan - Semiconductor Market Projection (Billion US$), 2010-2012 .......................................50Figure 5-9: South Korea - Semiconductor Market (Billion US$), 2005-2009 ..............................................52Figure 5-10: South Korea - Semiconductor Equipment and Materials Market (Billion US$), 2005-2009 ...53Figure 5-11: China - Integrated Circuit Market (Billion Yuan), 2007-2009 ..................................................57Figure 5-12: China - Integrated Circuit Market by Application (%), 2008....................................................58Figure 5-13: China - Integrated Circuit Market by Product (%), 2008.........................................................59Figure 5-14: China - Integrated Circuit Market Projection (Billion Yuan), 2010-2012 .................................60Figure 5-15: India - Semiconductor Market (Billion Rs), 2008 & 2010 ........................................................64Figure 5-16: India - Semiconductor Consumption by Major Industry (Billion US$), 2009...........................65Figure 5-17: India - Semiconductor Design Revenue (Billion Rs), 2007-08 & 2008-09..............................68Figure 5-18: India - Semiconductor Design Revenue by Segment (%), 2008-09 .......................................68Figure 5-19: Singapore - Semiconductor Market (Billion US$), 2007-2009 & 2012 ...................................71Figure 5-20: Taiwan - Integrated Circuit Industry Revenue (Billion NT$), 2005-2009 ................................73Figure 5-21: Taiwan - Integrated Circuit Industry Revenue by Segment (Billion NT$), 2007-2009............74Figure 5-22: Taiwan - Integrated Circuit Manufacturing Revenue by Segment (Billion NT$), 2007-2009..75Figure 5-23: Taiwan - Semiconductor Equipment Market (Billion US$), 2007-2009 ..................................76Figure 5-24: Taiwan - Integrated Circuit Industry Revenue Projection (Billion NT$), 2010-2012 ...............77
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List of Tables:
Table 4-1: Global - Wafer Fab Capacity Compared to Wafer Fab Materials by Region .............................35Table 5-1: South Korea - Semiconductor Industry Profile by Company Type and Size .............................53Table 5-2: South Korea - Major Semiconductor Companies.......................................................................54Table 5-3: South Korea - Promising Investment Areas in Semiconductor Industry ....................................56Table 5-4: China - Wafer Fab Capacity (2007) ...........................................................................................61
Table 7-1: Global - Top 10 Semiconductor Suppliers by Revenue (Million US$), 2008 .............................90
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