Semiconductor Value Chain

This is an IHS News Flash from information and analytics provider IHS (NYSE: IHS) covering events on the second day of the 2012 ERAI Executive Conference.
More than 12 million parts have been involved in counterfeit incidents during the period spanning the start of 2007 through April 2012, according to Rory King, director, supply chain product marketing at IHS, citing data from ERAI. King delivered the news here on Friday to an audience of electronics industry participants attending the ERAI Executive Conference, co-hosted by IHS.
In his presentation, King noted that reported incidents of counterfeited parts amounted to 1,363 in 2011. However, each incident can include thousands of separate parts, adding up to 12 million over the past five-and-one-quarter years. This equates to slightly more than 1 counterfeit part every 15 seconds.
Press Release
May 18, 2012
This is an IHS iSuppli News Flash from information and analytics provider IHS (NYSE: IHS) covering events at the 2012 ERAI Executive Conference...
Press Release
May 10, 2012
A flood at a hard-disk drive manufacturing facility in Thailand disrupts PC manufacturing in China. Booming sales of smartphones drive up sales and pricing for certain types of...
Press Release
April 27, 2012
Stringent new counterfeit-part regulations contained in the 2012 U.S. National Defense Authorization Act (NDAA) may have broad international implications...
Press Release
April 25, 2012
Strong ongoing consumer demand for wireless products like cellphones and media tablets has prompted a 1 percentage point upgrade in the growth outlook for the overall...
Press Release
April 17, 2012
Kari Kulojärvi, senior vice president at Nokia, and Kanwar Chadha, chief marketing officer, CSR plc & founder of SiRF Technology Inc., are set to be the keynote speakers at the 2012 IHS European Technology, Media and Telecommunications (TMT) Summit.
Semiconductor Value Chain
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iSuppli's Semiconductor Value Chain market research brings to your fingertips a vast compendium of leading-edge semiconductor market research and semiconductor industry analysis on a wide range of issues, including semiconductor trends, supply chain industry, semiconductor forecasts, electronic market forecasts, statistical forecasting, semiconductor news, semiconductor market developments, semiconductor consumption, trend forecasting, spend analysis, semiconductor equipment services, semiconductor fabrication, semiconductor companies, and semiconductor electronics.

Semiconductor manufacturing & supply: Silicon requirement to support 300mm manufacturing operations; silicon requirement for mature technologies; applications demanding increased silicon capacity; impact of technology transitions on silicon manufacturers; market applications driving silicon consumption; fabless companies and IDMs; M&A in the foundry market; role of Chinese foundries; strategies for second-tier foundries; semiconductor trends; semiconductor news; supply chain industry.

Semiconductors & equipment forecast: Growth opportunities in various application equipment markets; investments in product development, sales or R&D; competitive vs. market dynamics and effect on revenue changes; types of equipment or support products/services needed in the future; semiconductor forecasts; electronic market forecasts; statistical forecasting.

Semiconductor design & spend analysis: Where top OEMs have their systems designed; amount of semiconductor business attributable to design decisions by country or region; assigning design-win resources; where to focus advertising budgets; where to focus selling resources; market power among OEMs; degree of OEM customer outsourcing; top prospects for various chips (30 categories).

Semiconductor market share: Overall size semiconductor market; performance of individual product segments; sales geographies; regional differences in company performance; product strengths of specific companies.

Semiconductor inventory: Inventory levels among various nodes; identifiable trends with DOI; utilization reduction vs. increase; effects of pricing on inventory; order fulfillment.

Core Silicon: Market developments and short/long-term impacts; markets that set the direction for core silicon; custom silicon solutions; leading suppliers of ASSPs, ASICs, PLDs.

Display electronics: Semiconductor revenues in the TV space; SoC and revenue growth in TV semiconductor market; market outlook for various display types, and technology changes occurring in each; key driver chip suppliers; ASP and revenue trend for driver ICs in large- and small-panel applications; outlook for CE and PC equipment adoption of wireless video technology.

Power management & analog ICs: Supply/demand of power management components; power management end markets; power management growth prospects; market share of power management semiconductor suppliers; industry seasonality profile; gross/operating performance of suppliers; growth opportunities for analog IC.

Sample content for semiconductor manufacturing & supply: semiconductor market update and outlook; external influences on semiconductor market; global semiconductor industry revenue; foundry revenue; capital expenditures; foundry manufacturing capacity and utilization; foundry suppliers and market leaders; inventory by stage of completion for pure play foundries vs. fabless companies; Chinese IDMs; databases covering global economics, total semiconductor industry demand for silicon, revenue forecasts, global capacity and factory utilization, inventory analysis, capex analysis, R&D spending, foundry revenue analysis by feature and wafer shipments; silicon demand by technology segment; silicon demand for memory manufacturing, microcomponent manufacturing, logic manufacturing, discrete manufacturing, analog manufacturing, and sensors, actuators and optical components.

Sample content for semiconductors & equipment forecast: Application Market Forecast Tool (AMFT); electronic equipment factory production data by application market; semiconductor device data by application markets; application market data by semiconductor devices; application market rankings; pivot tables.

Sample content for semiconductor design & spend analysis: Semiconductor spend for OEMs, ODMs, and EMS. Semiconductor segments covering 1) Total Semiconductor; 2) Total IC; 3) Memory IC—DRAM, SRAM, Flash, NAND/NOR, other non-volatile, other memory; 4) Microcomponent IC—MPU, MCU, DSP; 5) Logic IC—standard logic, display drivers, PLD/FPGA, logic ASSP, ASIC; 6) Analog IC—standard linear, amplifier/comparator, voltage regulator/reference, data converters, interface, analog ASSP; 7) Discrete—power transistors & thyristors, RF and microwave, rectifier & power diodes, small-signal & other discretes; 8) Optical semiconductors—image sensors, laser diodes, LEDs, other optical; and 9) Sensors & actuators. Application markets covering 1) Automotive electronics; 2) Computer platforms; 3) Computer peripherals; 4) Consumer electronics; 5) Industrial electronics; 6) Medical electronics; 7) Military/Aerospace electronics; 8) Power; 9) Wireless communications; and 10) Wired communications.

Sample content for semiconductor market share: Competitive Landscaping Tool; semiconductor segments for a selected company; semiconductor revenue splits; correlation of semiconductor revenues with published company financial data for public companies; semiconductor revenue ranking within selected semiconductor segment; category definitions aligned with WSTS categories; company rankings based on aggregation of selected semiconductor segment revenues; application market views for six major segments; 298 semiconductor suppliers; semiconductor devices—131 categories and subcategories; major M&A activity; fabless identification; financial profit data.

Sample content for semiconductor inventory: Semiconductor inventory positions across electronics value chain; inquiries into overall market conditions; insights into impact and implications of trends on inventory; semiconductor inventory updates.