FIGURE 1 SHARE OF U.S. ANALOG AND MIXED-SIGNAL IC PATENTS ISSUED SINCE 1976 (%) FIGURE 2 TRENDS IN NUMBER OF ANALOG AND MIXED SIGNAL IC PATENTS

Transcription

1 INTRODUCTION... xviii STUDY BACKGROUND... xviii STUDY GOALS AND OBJECTIVES... xviii INTENDED AUDIENCE... xix SCOPE AND FORMAT... xix METHODOLOGY AND INFORMATION SOURCES... xx ANALYST CREDENTIALS... xx RELATED BCC RESEARCH REPORTS... xx BCC ONLINE SERVICES... xxi DISCLAIMER... xxii EXECUTIVE SUMMARY... xxiii SUMMARY TABLE GLOBAL MARKET FORECAST FOR SALES OF STANDARD VS APPLICATION SPECIFICS, THROUGH-2011 ($ BILLION)... XXIII SUMMARY FIGURE GLOBAL MARKET FORECAST FOR SALES OF STANDARD VS APPLICATION SPECIFICS, ($ BILLION)... XXIV OVERVIEW... 1 DEFINITIONS... 1 ANALOG CHIPS... 1 MIXED SIGNAL CHIP... 1 APPLICATION SPECIFIC INTEGRATED CIRCUITS... 2 Field Programmable Gate Arrays... 2 Systems-on-a-Chip... 2 System-in-Package... 3 APPLICATION SPECIFIC STANDARD PRODUCTS... 3 TRENDS IN ANALOG IC TECHNOLOGY... 3 EVOLVING SEMICONDUCTOR TECHNOLOGIES... 3 Bipolar IC Technology... 4 CMOS Technology... 5 Combined Bipolar/CMOS Technology... 6 SHRINKING FEATURE SIZES AND LOWER VOLTAGES... 6 TABLE 1 ITRS TECHNOLOGY NODES (MINIMUM LINE WIDTH/YEAR)... 7 NEXT-GENERATION ANALOG CIRCUIT TECHNOLOGIES... 8 Separate Analog-Digital Process Technologies... 8 Processing Along the Time Axis... 9 New Analog to Digital Architectures... 9 DESIGN TOOLS AND TEST EQUIPMENT Design Tools Shape-Based Routing ANALOG IC PATENT TRENDS... 11

2 FIGURE 1 SHARE OF U.S. ANALOG AND MIXED-SIGNAL IC PATENTS ISSUED SINCE 1976 (%) FIGURE 2 TRENDS IN NUMBER OF ANALOG AND MIXED SIGNAL IC PATENTS ISSUED ANNUALLY, (NUMBER OF PATENTS) MARKET SIZE AND STRUCTURE MARKET SIZE AND GROWTH TRENDS TABLE 2 GLOBAL MARKET FORECAST FOR SHIPMENTS OF ANALOG AND MIXED SIGNAL ICS VS ALL TYPES OF SEMICONDUCTORS, THROUGH 2011 ($ BILLION AND %) FIGURE 3 GLOBAL TRENDS IN SHIPMENTS OF ANALOG AND MIXED SIGNAL ICS, ($ BILLION) FIGURE 4 PROJECTED TRENDS IN GLOBAL SHIPMENTS OF ANALOG ICS VS ALL SEMICONDUCTORS ($ BILLION) MARKET SEGMENTATION BY TYPE OF PRODUCT TABLE 3 GLOBAL MARKET FORECAST FOR SALES OF STANDARD VS APPLICATION SPECIFIC ICS, THROUGH 2011 ($ BILLION) FIGURE 5 STANDARD AND APPLICATION-SPECIFIC ANALOG ICS, 2005 VS (PERCENT OF TOTAL SALES) TABLE 4 GLOBAL MARKET FORECAST FOR ANALOG AND MIXED SIGNAL IC SHIPMENTS BY TYPE, THROUGH 2011 ($ BILLION) FIGURE 6 STANDARD IC MARKET SHARES, 2005 VS 2011 (%) FIGURE 6 (CONTINUED) MARKET SEGMENTATION BY END-USER SEGMENT FIGURE 7 ANALOG AND MIXED SIGNAL IC MARKET BY END USER SEGMENT, 2005 AND 2011 (PERCENT OF TOTAL MARKET) MARKET SEGMENTATION BY REGION FIGURE 8 ANALOG AND MIXED SIGNAL IC MARKET BY REGION, 2005 AND 2011 (PERCENT OF TOTAL MARKET) DATA CONVERTERS PRODUCTS AND TECHNOLOGIES ANALOG TO DIGITAL CONVERTERS (ADC) Flash Converters Successive Approximation Converter Ramp Converter Sigma Delta Converter ANALOG FRONT ENDS DIGITAL TO ANALOG CONVERTERS (DAC) Digital to Analog (Continued) SAMPLE AND HOLD AMPLIFIERS APPLICATIONS MANUFACTURERS TABLE 5 DATA CONVERTER MANUFACTURERS... 27

3 PATENT ANALYSIS FIGURE 9 U.S. DATA CONVERTER PATENTS ISSUED SINCE 1976, BY TYPE OF TECHNOLOGY, SINCE 1976 (PERCENT OF TOTAL IMAGE CAPTURE PATENTS) PATENT TRENDS OVER TIME FIGURE 10 TRENDS IN U.S. DATA CONVERTER IC PATENTS ISSUED ANNUALLY, (NUMBER OF PATENTS ISSUED ANNUALLY) MAJOR IP PORTFOLIOS FIGURE 11 MAJOR DATA CONVERSION IP PORTFOLIOS (PERCENT OF U.S. IMAGE SENSOR IC PATENTS ISSUED SINCE 1976) MARKET PROJECTIONS FIGURE 12 DATA CONVERSION IC PRODUCT MARKET SHARE, 2005 (PERCENT OF TOTAL SALES) TABLE 6 GROWTH OF PRINCIPAL APPLICATIONS FOR DATA CONVERTERS, THROUGH 2011 ($ BILLION) TABLE 7 GLOBAL MARKET FORECAST FOR DATA CONVERTER ICS, THROUGH 2011 ($ BILLION) POWER MANAGEMENT ICS PRODUCTS AND TECHNOLOGIES VOLTAGE REGULATOR ICS Linear Voltage Regulators Switching Voltage Regulators BATTERY MANAGEMENT ICS Battery Chargers Battery Protectors Battery Source Selectors Battery Fuel Gauge and Monitors Battery Authentication ICs OTHER PRODUCTS LED Drivers MOSFET Drivers Hot-Swap Controllers APPLICATIONS FIGURE 13 POWER MANAGEMENT IC APPLICATIONS (PERCENT OF TOTAL IC CONSUMPTION IN VALUE TERMS) CONSUMER ELECTRONICS TELECOMMUNICATIONS COMPUTERS AND OFFICE AUTOMATION INDUSTRIAL CONTROLS AND AUTOMATION AUTOMOTIVE OTHER APPLICATIONS MANUFACTURERS... 43

4 TABLE 8 ANALOG AND MIXED SIGNAL POWER IC MANUFACTURERS TABLE 8 (CONTINUED) PATENT ANALYSIS PATENTS BY DEVICE TYPE FIGURE 14 U.S. PATENTS ISSUED FOR SELECTED TYPES OF ANALOG AND MIXED POWER MANAGEMENT ICS SINCE 1976 (PERCENT OF TOTAL PATENTS) PATENT TRENDS OVER TIME FIGURE 15 TRENDS IN U.S. ANALOG AND MIXED POWER MANAGEMENT IC PATENTS ISSUED ANNUALLY, (NUMBER OF PATENTS ISSUED ANNUALLY) MAJOR IP PORTFOLIOS FIGURE 16 MAJOR ANALOG AND MIXED POWER MANAGEMENT IP PORTFOLIOS (PERCENT OF U.S. POWER MANAGEMENT IC PATENTS ISSUED SINCE 1976) MARKET ANALYSIS FIGURE 17 ANALOG POWER MANAGEMENT IC MARKET BY TYPE OF PRODUCT, 2005 (PERCENT OF TOTAL SALES) TABLE 9 GLOBAL MARKET FORECAST FOR ANALOG POWER MANAGEMENT ICS, THROUGH 2011 ($ BILLION) TABLE 10 GLOBAL SHIPMENTS OF LEDS AND MOSFETS, THROUGH 2011 ($ BILLION) TABLE 11 GLOBAL MARKET FORECAST FOR LITHIUM ION BATTERY SALES, THROUGH 2011 ($ BILLION) AMPLIFIERS AND COMPARATORS PRODUCTS AND TECHNOLOGIES AMPLIFIERS Operational Amplifier PWM Amplifiers COMPARATORS APPLICATIONS MANUFACTURERS TABLE 12 AMPLIFIER IC MANUFACTURERS PATENT ANALYSIS PATENTS BY DEVICE TYPE FIGURE 18 U.S. PATENTS ISSUED FOR AMPLIFIER AND COMPARATOR ICS SINCE 1976 (PERCENT OF TOTAL PATENTS) PATENT TRENDS OVER TIME FIGURE 19 TRENDS IN U.S. AMPLIFIER AND COMPARATOR IC PATENTS ISSUED ANNUALLY, (NUMBER OF PATENTS ISSUED ANNUALLY) MAJOR IP PORTFOLIOS... 55

5 FIGURE 20 MAJOR ANALOG AND MIXED POWER MANAGEMENT IP PORTFOLIOS (PERCENTAGE OF U.S. POWER MANAGEMENT IC PATENTS ISSUED SINCE 1976) MARKET ANALYSIS FIGURE 21 AMPLIFIER AND COPMPARATOR IC PRODUCT MARKET SHARES, 2005 (PERCENT OF TOTAL SALES) TABLE 13 GLOBAL MARKET FORECAST FOR AMPLIFIERS AND COMPARATORS, THROUGH 2011 ($ BILLION) ANALOG SWITCHES AND MULTIPLEXERS PRODUCTS AND TECHNOLOGIES APPLICATIONS MANUFACTURERS TABLE 14 ANALOG SWITCH AND MULTIPLEXER IC MANUFACTURERS TABLE 14 (CONTINUED) PATENT ANALYSIS PATENTS BY DEVICE TYPE FIGURE 22 U.S. PATENTS ISSUED FOR ANALOG SWITCH AND MULTIPLEXER ICS SINCE 1976 (PERCENT OF TOTAL PATENTS) PATENT TRENDS OVER TIME FIGURE 23 TRENDS IN U.S. ANALOG SWITCH AND MULTIPLEXER IC PATENTS ISSUED ANNUALLY, (NUMBER OF PATENTS ISSUED ANNUALLY) MAJOR IP PORTFOLIOS FIGURE 24 MAJOR ANALOG AND MIXED POWER MANAGEMENT IP PORTFOLIOS (PERCENT OF U.S. POWER MANAGEMENT IC PATENTS ISSUED SINCE 1976) MARKET ANALYSIS FIGURE 25 PROJECTED GROWTH RATES OF MAJOR MARKETS FOR ANALOG SWITCH AND MULTIPLEXER ICS, (CAGR ) TABLE 15 GLOBAL MARKET FOR ANALOG SWITCH AND MULTIPLEXER ICS, THROUGH I/O INTERFACE ICS PRODUCTS AND TECHNOLOGIES APPLICATIONS MANUFACTURERS TABLE 16 INTERFACE IC MANUFACTURERS PATENT ANALYSIS PATENT TRENDS OVER TIME FIGURE 26 TRENDS IN U.S. INTERFACE IC PATENTS ISSUED ANNUALLY, (NUMBER OF PATENTS ISSUED ANNUALLY)... 69

6 MAJOR IP PORTFOLIOS FIGURE 27 MAJOR INTERFACE IP PORTFOLIOS (PERCENT OF U.S. INTERFACE IC PATENTS ISSUED SINCE 1976) MARKET ANALYSIS TABLE 17 GLOBAL MARKET FOR I/O INTERFACE ICS, THROUGH 2011 ($ BILLION) APPLICATION SPECIFIC STANDARD ICS PRODUCTS AND TECHNOLOGIES FULL CUSTOM ASICS STANDARD CELL APPLICATION SPECIFIC ICS GATE ARRAY ICS STRUCTURED APPLICATION SPECIFIC ICS APPLICATIONS APPLICATIONS (CONTINUED) Consumer ASICs Computer ASICs Industrial ASICs MANUFACTURERS TABLE 18 LEADING ASIC MANUFACTURERS FIGURE 28 GLOBAL ASIC MARKET SHARES, 2005 (PERCENT OF TOTAL ASIC SHIPMENTS) PATENT ANALYSIS FIGURE 29 TRENDS IN U.S. ASIC PATENTS ISSUED ANNUALLY, (NUMBER OF PATENTS ISSUED ANNUALLY) PATENTS BY ASIC TECHNOLOGY FIGURE 30 U.S. ASIC PATENTS ISSUED SINCE 1976 BY TYPE OF TECHNOLOGY (PERCENT OF TOTAL ASIC PATENTS SPECIFYING A PARTICULAR TECHNOLOGY) PATENTS BY TYPE OF APPLICATION FIGURE 31 U.S. ASIC PATENTS ISSUED SINCE 1976 BY TYPE OF APPLICATION (PERCENT OF TOTAL ASIC PATENTS) MAJOR IP PORTFOLIOS FIGURE 32 MAJOR ASIC IP PORTFOLIOS (PERCENT OF U.S. ASIC PATENTS ISSUED SINCE 1976) MARKET ANALYSIS FIGURE 33 GLOBAL ASIC MARKET BY TYPE OF TECHNOLOGY, 2005 (PERCENT OF TOTAL CONSUMPTION BY VALUE) FIGURE 34 GLOBAL ASIC MARKET BY END-USE, 2005 (PERCENT OF TOTAL CONSUMPTION BY VALUE) Consumer ASICs TABLE 19 GLOBAL MARKET FORECAST FOR DIGITAL ENTERTAINMENT PRODUCTS, THROUGH 2011 ($ BILLION) FIGURE 35 TRENDS IN GLOBAL DIGITAL ENTERTAINMENT PRODUCTS MARKET, ($ BILLION)... 86

7 TABLE 20 GLOBAL MARKET FORECAST FOR CONSUMER ASICS, THROUGH 2011 ($ BILLION) Computer and Computer Peripheral ASICs TABLE 21 GLOBAL MARKET FORECAST FOR PC SHIPMENTS, THROUGH 2011 (MILLION UNITS) TABLE 22 GLOBAL MARKET FORECAST FOR COMPUTER ASICS, THROUGH 2011 ($ BILLION) Wireless ASICs TABLE 23 GLOBAL MARKET FORECAST FOR SALES OF CAMERA PHONES, THROUGH TABLE 24 GLOBAL MARKET FORECAST FOR AUTOMOTIVE ASICS, THROUGH 2011 ($ BILLION) Motor Vehicle ASICs TABLE 25 GLOBAL MARKET FORECAST FOR PRODUCTION OF LIGHT VEHICLES, THROUGH 2011 (MILLION UNITS) TABLE 26 GLOBAL MARKET FORECAST FOR AUTOMOTIVE ASICS, THROUGH 2011 ($ BILLION) Other Industrial ASICs FIGURE 36 PROJECTED CAGRS IN SELECTED OTHER INDUSTRIAL ASIC SUB-SEGMENTS, (CAGR%) TABLE 27 GLOBAL MARKET FORECAST FOR OTHER INDUSTRIAL ASICS, THROUGH 2011 ($ BILLION) Future Consumption of ASICs TABLE 28 GLOBAL MARKET FORECAST FOR ASICS CONSUMPTION BY END USE, THROUGH 2011 ($ BILLION) TABLE 29 GLOBAL MARKET FORECAST FOR ASICS CONSUMPTION BY TECHNOLOGY, THROUGH 2011 ($ BILLION) INDUSTRY STRUCTURE AND COMPETITION INDUSTRY STRUCTURE NUMBER OF ANALOG CHIP FIRMS SALES AND FINANCIAL PERFORMANCE TABLE 30 SELECTED ANALOG CHIP MANUFACTURERS FINANCIAL PERFORMANCE, THROUGH 2006 ($ BILLION) TABLE 30 (CONTINUED) TABLE 30 (CONTINUED) FIGURE 37 SELECTED ANALOG CHIP MANUFACTURERS FINANCIAL PERFORMANCE, TABLE 31 SELECTED ANALOG CHIP MANUFACTURERS SALES VS PROFITABILITY, 2005 ($ BILLION/%) OWNERSHIP TRENDS MARKET SHARES FIGURE 38 GLOBAL ANALOG CHIP MARKET SHARES, 2005 (%) COMPANY PROFILES

8 ADVANCED ANALOGIC TECHNOLOGIES ADVANCED LINEAR DEVICES ADVANTEST CORP AMI SEMICONDUCTOR FIGURE 39 AMI SEMICONDUCTORS MIXED SIGNAL IC END-USER SHARES, 2005 (PERCENT OF TOTAL SALES) FIGURE 40 AMI SEMICONDUCTOR MAIN GEOGRAPHICAL MARKETS, 2005 (PERCENT OF TOTAL SALES) ANALOG DEVICES INC FIGURE 41 ANALOG DEVICES INC. ANALOG CHIP MARKET SEGMENTS, 2005 (PERCENT OF TOTAL SALES) FIGURE 42 MAIN GEOGRAPHICAL MARKETS OF ANALOG DEVICES, 2005 (PERCENT OF TOTAL SALES) AUSTRIAMICROSYSTEMS AGA-8141 SCHLOSS PREMSTAETIEN FIGURE 43 AUSTRIAMICROSYSTEMS AG SALES BY USER SEGMENT, 2005 (%) FIGURE 44 AUSTRIAMICROSYSTEMS AG SALES BY REGION, 2005 (%) AVAGO TECHNOLOGIES, INC CADENCE DESIGN SYSTEMS CALIFORNIA MICRO DEVICES CORP CIRRUS LOGIC, INC DIALOG SEMICONDUCTOR GMBH FIGURE 45 DIALOG SEMICONDUCTOR BY APPLICATION, 2005 (%) EASTMAN KODAK CO ELMOS SEMICONDUCTOR AG FAIRCHILD SEMICONDUCTOR CORPORATION FOVEON, INC FREESCALE SEMICONDUCTOR, INC HAMAMATSU K.K IMPINJ, INC INFINEON TECHNOLOGIES AG INTERNATIONAL RECTIFIER CORP FIGURE 46 INTERNATIONAL RECTIFIER CORP. SALES BY APPLICATION/END USER MARKET SEGMENT, 2006 (%) INTERSIL CORP FIGURE 47 INTERSIL CORP. SALES BY END-USER MARKET, 2005 (%) FIGURE 47 (CONTINUED) FIGURE 48 INTERSIL MAIN GEOGRAPHICAL MARKETS, 2005 (PERCENT OF TOTAL SALES) FIGURE 48 (CONTINUED) ITERRA COMMUNICATIONS LATTICE SEMICONDUCTOR CORP

9 LINEAR DIMENSIONS SEMICONDUCTOR LINEAR TECHNOLOGY CORP FIGURE 49 LINEAR TECHNOLOGY CORP. SALES BY END-USER MARKET, 2005 (%) FIGURE 49 (CONTINUED) FIGURE 50 LINEAR TECHNOLOGY CORP. MAIN GEOGRAPHICAL MARKETS, 2005 (PERCENT OF TOTAL SALES) FIGURE 50 (CONTINUED) MAGNACHIP SEMICONDUCTOR LTD FIGURE 51 MAGNACHIP SEMICONDUCTOR SALES BY PRODUCT/SERVICE SEGMENT, 2005 (PERCENT OF TOTAL SALES FIGURE 51 (CONTINUED) FIGURE 52 MAGNACHIP SEMICONDUCTOR SALES BY REGION, 2005 (PERCENT OF TOTAL SALES) MARVELL TECHNOLOGY GROUP MATSUSHITA ELECTRIC INDUSTRIAL CO., LTD MAXIM INTEGRATED PRODUCTS, INC FIGURE 53 MAXIM INTEGRATED PRODUCTS MAIN GEOGRAPHICAL MARKETS, 2005 (PERCENT OF TOTAL SALES) MICRO ANALOG SYSTEMS OY MICROCHIP TECHNOLOGY INC MICRON TECHNOLOGY INC M.S. KENNEDY CORP NATIONAL SEMICONDUCTOR FIGURE 54 NATIONAL SEMICONDUCTOR CORP. GEOGRAPHICAL MARKETS, FISCAL 2006 (PERCENT OF TOTAL SALES TO UNAFFILIATED CUSTOMERS) FIGURE 54 (CONTINUED) NJR CORP NXP B.V HIGH TECH CAMPUS ON SEMICONDUCTOR PERICOM SEMICONDUCTOR CORP PULSIC LTD QUELLAN INC RECOM INTERNATIONAL POWER GMBH RENESAS TECHNOLOGY CORP RICHTEK TECHNOLOGY CORP ROBERT BOSCH GMBH SEMTECH CORP SIPEX CORP STMICROELECTRONICS N.V SUPERTEX INC

10 FIGURE 55 SUPERTEX INC. SALES BY END-USER MARKET, 2005 (%) SYNQOR INC TERADYNE INC TEXAS INSTRUMENTS FIGURE 56 TEXAS INSTRUMENTS ANALOG IC SALES BY PRODUCT TYPE, 2005 (%) TOSHIBA CORP TRACO ELECTRONIC AG VERIGY INC V-INFINITY LL ZARLINK SEMICONDUCTOR INC ZETEX PLCZETEX TECHNOLOGY PARK