Abstract
2010 was a classic illustration of sustained growth, innovation, and
execution. The Semiconductor Industry rebounded with double digit growth in
volume and $Revenues resulting from the combined growth across all market
segments - Consumer, Computing, Communications, and Industrial, all
demonstrated growth throughout the calendar year in 2010.
Driven by the proliferation of new gadgets ranging from; SmartPhones to Smart
Appliances, and thru to the wave of new tablets, pads, and slates moving into
the market with explosive growth, this trend will continue well into the New
year. In tablets/Pads/Slates, Apple continues to lead the pack with its iPad,
but a plethora of competitors are in hot pursuit - The Galaxy Tablet from
Samsung, HP' s Slate500, Motorola, and many more, all demonstrated at the
recent CES in January..
In Consumer, 2010 saw HDTV continue to evolve with lower price points,
especially in the LCD based models, and 3D is fast becoming much more viable
as the technology evolves. All of this combined to result in explosive growth
through the year yielding backlog coming into Q1 resulting from a very good
Q42010 - the holiday season proved to be an issue with very good sales,
inventories sold out, backlog into Q1, but limited inventories of Key items
like Quartz Crystals and Oscillators, as well as some key Semiconductor Clock
and Timing devices due to long lead times resulting from back end capacity
issues (packages and test/assembly). The good news is in the myriad of new
applications and suppliers to consume the timing products as well as
stability, although limited for now, in $ASP for these timing solutions.
Coming into the middle of the first quarter of 2011, we find ourselves with
low inventories, raw material shortages, packaging lead times extended, and
new folks entering with their disruptive technologies, to make the challenge
even greater...
Q1 came in full of cautious optimism, but yielded continued growth from the
last half of 2009. New products in consumer, especially in SmartPhones, HDTV,
DVR (Blu-Ray) - In Computing, 2010 brought the rapid decline of the netbook
and the onset of the pad / slate / tablet as well as new more powerful
laptops, some with 3D, extended memory with a upgraded more powerful CPU,
SSD' s in ever increasing densities (up to 64GB today).
In Communications, expanding the communications infrastructure and backhaul
(700MHz, 4G / LTE) to support the increased connectivity and vast amounts of
data moving resulting from all of this expanded “connectivity” -
not just SmartPhones, email, and video, but newly connected devices like TV' s,
Set Top Boxes, PC Audio, Kitchen Appliances, Security systems, and more...
By Q4 CY2010, the growth and recovery was truly validated as growth was
sustained and the forecasts from the big guys continues with optimism, but
adds caution coming into the new year; They expound limited single digit
growth expected in the ~5% range for 2011, and voice the continued Fear
Uncertainty and Doubt (The FUD Factor) that we have seen for the last couple
of years in our still challenged economies worldwide.
Table of Contents
- Limited License Agreement
- Foreword
- Preface
- LTE Version 10
- CE product shipments in 2011 are projected to reach 1.60 billion units, up from 1.56 billion in 2010
- Global Consumer Electronics Shipment Forecast (Billions of Units)
- Global Semiconductor Sales Hit Record $298.3 Billion in 2010
- Worldwide Semiconductor Sales Statistics CY2010
- Consumer Electronics CY2010
- 2011 CES
- It' s about speed
- Trends Noted
- CES Themes
- 1. Portable Versus Pocketable...
- 2. The Intelligence of Things
- 3. Miniaturization and Sensorization...
- 4. From Amplification to Applification.....
- Some Key CS &A Takeaway' s from the 2011 CES
- Smart is in...
- GPS is ubiquitous
- Sensors are ubiquitous
- 3D is here, but needs a bit more to get to prime time
- Computing
- USB
- Infrastructure
- Automotive
- Home Entertainment
- Regional CY2010 CE Retail Revenues
- Where is the Growth?
- 2010 Top Global CE Regional Markets and Products
- Regional CE Revenue Growth Year on Year 2009/2010
- The Evolving Global CE Mix by Application
- 2010 saw the LCD and Mobile TV Segments Rebound...
- SmartPhone market exceeded 100 million units in Q4 2010
- Google' s Android becomes the world' s leading smart phone platform
- Global Unit Sales Growth of Wireless Handsets
- Android Rises, Symbian^3 and Windows Phone 7 Launch as Worldwide Smartphone Shipments Increase 87.2% Year Over Year
- Top Five Smartphone Vendors
- Top Five Smartphone Vendors, Shipments, and Market Share, Q4 2010 (Units in Millions)
- Top Five Smartphone Vendors, Shipments, and Market Share, Calendar Year 2010 (Units in Millions)
- The Apple iPhone 4
- Inside the Verizon iPhone
- The final tally for 2010
- Femto Cell Update
- Ubiquisys
- AIRVANA & AIRWALK
- Why another access device for the home?
- Femto Supplier Matrix 2010
- Base Stations in CY2010
- Getting TV Connected
- 2010 LCD TV and Mobile Solutions Rebound
- For TV' s, the world is getting to be increasingly Flat!
- LCD continues to gain momentum
- Where are the LCD TV' s Sold?
- Global Blu-ray sales are expanding
- North America Dominates Blu-ray Sales
- Set Top Boxes
- Connected Set-top Box Market Worth $1.4B by 2014
- CE for 2011
- CES 2011 Conclusions
- CES 2011 Trends Impacting WW Growth
- Gadget Ownership
- 2011 Regional CE Growth Expectations
- CE Forecast 2011 - Top Ten Global Retail CE Markets
- Computing
- Preliminary Worldwide PC Vendor Unit Shipment Estimates for 4Q10 (Units)
- Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2010 (Units)
- Mobile PC' s affecting the Mix
- Global PC Sales Are adjusting to meet the Mobility Trends
- Dell
- Apple
- The iPad2
- The “Post-PC” era
- Hewlett Packard
- Motorola enters the Tablet Market with Their XOOM"!
- Motorola Mobility' s tablet pricing could decline
- Global Tablet Forecast
- Vendor Outlook: Media Tablets
- Vendor Outlook: eReaders
- Top 5 Vendors, Worldwide eReader Shipments, Third Quarter 2010
- Tracking & Forecasting the Mix
- Cameras
- 2011 digital Imaging
- Opportunities Exist Despite General Market Weakness
- Game Consoles and Portables
- Home systems
- Home Entertainment
- Backward compatibility
- Second handheld war
- Worldwide sales figures
- Hard Disk Drives
- The Impact of Tablets on HDD' s
- Companies continue to duke it out
- HDD' s Vs. SSD' s - a new battleground
- Semiconductor Timing Device Product Categories
- Definitions; Semiconductor Timing Product Categories
- Xtal & Oscillator Timing Product Categories
- Semi Timing Directly Supports FCP
- Silicon Suppliers into FCP -
- XO COG' s estimates
- The Others Category - who are they?
- Battleground: Oscillators vs. Semi Clock & Timing
- Entry Point for MEMS and Compensated CMOS into the Market
- Xtal' s and Oscillators -
- 2010 - 2011 - The Xtal & Oscillator Market...
- CY2010 Crystal & Oscillator TAM
- CY2010 Xtal & Oscillator TAM by Product Category
- TOTAL CY2010 XTAL and Oscillator $Revenues by Supplier
- Xtals
- TCXOs
- VCXOs
- OCXOs
- CY2011 - 2013 Crystal & Oscillator Forecast
- FORCAST ANALYSIS
- By Product Category
- Xtal & Oscillator Forecast
- kHz Xtals
- XOs/SOs
- VCXOs
- OCXOs
- The 2010 / 2011 Crystal & Oscillator Supplier Base
- Xtal and Oscillator Supplier Base
- CY2010-2011 Crystal & Oscillator Supplier Base Update
- Xtal and Oscillator Supplier participation Index
