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RNCOS

Online Business Research


RNCOS
Online Business Research

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© Semiconductor Industry Forecast to 2012


RNCOS, 2009
Edition 2.0
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by copyright. No part of it may be reproduced, stored
in a retrieval system or transmitted, in any form or by
any means, electronic mechanical, photocopying,
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permission of the publishers.
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Table of Contents

1. Analyst View.........................................................................................................................................8
2. Research Overview .............................................................................................................................9
3. Industry Overview .............................................................................................................................10
4. Global Semiconductor Industry: Current Performance and Future Outlook ..............................14
4.1 By Segment .................................................................................................................................14
4.1.1 Integrated Circuits..................................................................................................................14
4.1.2 Discrete Semiconductors .......................................................................................................17
4.1.3 Optoelectronics ......................................................................................................................19
4.1.4 Sensors ..................................................................................................................................21
4.2 By Equipment ..............................................................................................................................23
4.2.1 Wafer Processing...................................................................................................................26
4.2.2 Assembly & Packaging ..........................................................................................................28
4.2.3 Testing Equipment .................................................................................................................30
4.3 By Materials .................................................................................................................................32
4.3.1 Wafer Fabrication...................................................................................................................34
4.3.2 Packaging ..............................................................................................................................36
5. Country-level Analysis: Studying the Future Potential .................................................................38
5.1 US ................................................................................................................................................38
5.2 UK ................................................................................................................................................41
5.3 France..........................................................................................................................................43
5.4 Germany ......................................................................................................................................45
5.5 Japan ...........................................................................................................................................48
5.6 South Korea.................................................................................................................................51
5.7 China ...........................................................................................................................................57
5.8 India .............................................................................................................................................63
5.9 Singapore ....................................................................................................................................70
5.10 Taiwan .........................................................................................................................................73
5.11 Russia..........................................................................................................................................78
6. Vertical-level Analysis: Key Technological Trends and Developments ......................................80
6.1 Mobile Market ..............................................................................................................................80
6.2 PC Industry ..................................................................................................................................81
6.3 Video Surveillance Market...........................................................................................................83
6.4 Wireless Industry .........................................................................................................................85
6.5 Satellite Navigation Market..........................................................................................................88
7. Competitive Landscape ....................................................................................................................90
7.1 Intel Corporation ..........................................................................................................................91
7.2 Samsung Electronics ...................................................................................................................92
7.3 Toshiba Corp ...............................................................................................................................94
7.4 Texas Instruments Inc. ................................................................................................................96
7.5 STMicroelectronics N.V. ..............................................................................................................98
7.6 Renesas Technology Corp. .......................................................................................................100
7.7 Sony...........................................................................................................................................101
7.8 Qualcomm .................................................................................................................................102
7.9 Hynix Semiconductor Inc...........................................................................................................104
7.10 Infineon Technologies AG .........................................................................................................106

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RNCOS
Online Business Research

List of Figures:

Figure 3-1: Global - Semiconductor Market (Billion US$), 2007-2009 ........................................................11


Figure 3-2: Global - Semiconductor Market by Segment (%), 2008 ...........................................................11
Figure 3-3: Global - Semiconductor Market Projection (Billion US$), 2010-2012.......................................13
Figure 3-4: Global - Semiconductor Market Projection by Segment (%), 2012 ..........................................13
Figure 4-1: Global - Integrated Circuit Market (Billion US$), 2007-2009 ....................................................14
Figure 4-2: Global - Integrated Circuit Market by Segment (%), 2008 ........................................................15
Figure 4-3: Global - Integrated Circuit Market Projection (Billion US$), 2010-2012 ...................................16
Figure 4-4: Global - Integrated Circuit Market Projection by Segment (%), 2012.......................................16
Figure 4-5: Global - Discrete Semiconductor Market (Billion US$), 2007-2009..........................................17
Figure 4-6: Global - Discrete Semiconductor Market by Segment (%), 2007 .............................................18
Figure 4-7: Global - Discrete Semiconductor Market Projection (Billion US$), 2010-2012.........................18
Figure 4-8: Global - Optoelectronics Semiconductor Market (Billion US$), 2007-2009..............................19
Figure 4-9: Global - Optoelectronics Semiconductor Market Projection (Billion US$), 2010-2012.............20
Figure 4-10: Global - Sensors Semiconductor Market (Billion US$), 2007-2009........................................21
Figure 4-11: Global - Sensors Semiconductor Market Projection (Billion US$), 2010-2012 ......................22
Figure 4-12: Global - Semiconductor Equipment Market (Billion US$), 2007-2009....................................23
Figure 4-13: Global - Semiconductor Equipment Market by Segment (%), 2008 .......................................24
Figure 4-14: Global - Semiconductor Equipment Market Projection (Billion US$), 2010-2012 ..................25
Figure 4-15: Global - Semiconductor Equipment Market Projection by Segment (%), 2012 ......................25
Figure 4-16: Global - Wafer Processing Equipment Market (Billion US$), 2007-2009 ...............................26
Figure 4-17: Global - Wafer Processing Equipment Market Projection (Billion US$), 2010-2012 ..............27
Figure 4-18: Global - Assembly & Packaging Equipment Market (Billion US$), 2007-2009.......................28
Figure 4-19: Global - Assembly & Packaging Equipment Market Projection (Billion US$), 2010-2012......29
Figure 4-20: Global - Test Equipment Market (Billion US$), 2007-2009.....................................................30
Figure 4-21: Global - Test Equipment Market Projection (Billion US$), 2010-2012....................................31
Figure 4-22: Global - Semiconductor Material Market (Billion US$), 2007-2009 ........................................32
Figure 4-23: Global - Semiconductor Material Market Projection (Billion US$), 2010-2012 .......................33
Figure 4-24: Global - Wafer Fab Material Market (Billion US$), 2007, 2008 & 2012 ..................................34
Figure 4-25: Global - Semiconductor Packaging Material Market (Billion US$), 2007, 2008 & 2012.........36
Figure 5-1: US - Semiconductor Market (Billion US$), 2009-2012 .............................................................39
Figure 5-2: UK - Semiconductor Market (Billion US$), 2009-2012 .............................................................42
Figure 5-3: France - Semiconductor Market (Billion US$), 2009-2012 .......................................................44
Figure 5-4: Germany - Semiconductor Market (Billion Euros), 2007-2009 .................................................45
Figure 5-5: Germany - Semiconductor Market Projection (Billion Euros), 2010-2012 ................................47
Figure 5-6: Japan - Semiconductor Market (Billion US$), 2007-2009.........................................................48
Figure 5-7: Japan - Semiconductor Equipment Market (Billion US$), 2007-2009 ......................................49
Figure 5-8: Japan - Semiconductor Market Projection (Billion US$), 2010-2012 .......................................50
Figure 5-9: South Korea - Semiconductor Market (Billion US$), 2005-2009 ..............................................52
Figure 5-10: South Korea - Semiconductor Equipment and Materials Market (Billion US$), 2005-2009 ...53
Figure 5-11: China - Integrated Circuit Market (Billion Yuan), 2007-2009 ..................................................57
Figure 5-12: China - Integrated Circuit Market by Application (%), 2008....................................................58
Figure 5-13: China - Integrated Circuit Market by Product (%), 2008 .........................................................59
Figure 5-14: China - Integrated Circuit Market Projection (Billion Yuan), 2010-2012 .................................60
Figure 5-15: India - Semiconductor Market (Billion Rs), 2008 & 2010 ........................................................64
Figure 5-16: India - Semiconductor Consumption by Major Industry (Billion US$), 2009...........................65
Figure 5-17: India - Semiconductor Design Revenue (Billion Rs), 2007-08 & 2008-09..............................68
Figure 5-18: India - Semiconductor Design Revenue by Segment (%), 2008-09 .......................................68
Figure 5-19: Singapore - Semiconductor Market (Billion US$), 2007-2009 & 2012 ...................................71
Figure 5-20: Taiwan - Integrated Circuit Industry Revenue (Billion NT$), 2005-2009 ................................73
Figure 5-21: Taiwan - Integrated Circuit Industry Revenue by Segment (Billion NT$), 2007-2009............74
Figure 5-22: Taiwan - Integrated Circuit Manufacturing Revenue by Segment (Billion NT$), 2007-2009..75
Figure 5-23: Taiwan - Semiconductor Equipment Market (Billion US$), 2007-2009 ..................................76
Figure 5-24: Taiwan - Integrated Circuit Industry Revenue Projection (Billion NT$), 2010-2012 ...............77

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RNCOS
Online Business Research

List of Tables:

Table 4-1: Global - Wafer Fab Capacity Compared to Wafer Fab Materials by Region .............................35
Table 5-1: South Korea - Semiconductor Industry Profile by Company Type and Size .............................53
Table 5-2: South Korea - Major Semiconductor Companies.......................................................................54
Table 5-3: South Korea - Promising Investment Areas in Semiconductor Industry ....................................56
Table 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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