Worldwide Memory Forecast, 4Q03 (Executive Summary) Executive Summary
|
|
- Brittney Arlene Roberts
- 5 years ago
- Views:
Transcription
1 Worldwide Memory Forecast, 4Q03 (Executive Summary) Executive Summary Publication Date: 10 December 2003
2 Authors Richard Gordon Andrew Norwood This document has been published to the following Marketplace codes: SEMC-WW-EX-0306 For More Information... In North America and Latin America: In Europe, the Middle East and Africa: In Asia/Pacific: In Japan: Worldwide via gartner.com: Entire contents 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Reproduction of this publication in any form without prior written permission is forbidden. The information contained herein has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The reader assumes sole responsibility for the selection of these materials to achieve its intended results. The opinions expressed herein are subject to change without notice
3 Worldwide Memory Forecast, 4Q03 (Executive Summary) Introduction Gartner Dataquest estimates that worldwide memory sales totaled $28.4 billion in Revenue growth occurred in only two markets: dynamic RAM (DRAM) and NAND flash. The markets for static RAM (SRAM), NOR flash, erasable programmable read-only memory (EPROM), electronically erasable programmable read-only memory (EEPROM), mask read-only memory (mask ROM) and other memory all saw revenue declines in In 2003, all four major memory markets DRAM, SRAM, NAND flash and NOR flash will post revenue growth, which will result in total memory revenue reaching $33.4 billion, representing a growth rate of 17.5 percent over last year. Worldwide Memory Forecast Essentially Unchanged Since last quarter's memory forecast update, there has been little change in either current market conditions or in outlook see "Worldwide Memory Forecast, 3Q03 (Executive Summary)," SEMC-WW-EX However, in DRAM and in flash memory, some changes in the market conditions have affected the underlying forecast assumptions and the detailed forecast numbers, which are as follows: The DRAM revenue forecast for 2003 has been reduced from $18.9 billion to $18.1 billion, because our forecast for average selling prices (ASPs) in the fourth quarter of 2003 as well as annual bit growth have been edged down slightly. The DRAM revenue forecast has been reduced for 2004 from $28.1 billion to $26.6 billion and for 2005 from $36.9 billion to $36 billion, again because of minor adjustments to the forecast for ASPs and bit growth. The DRAM revenue forecast for 2006 and 2007 is essentially unchanged, resulting in a mild increase in the five-year compound annual growth rate (CAGR) from 8.6 percent to 10.4 percent. The NAND flash memory forecast has been revised upward (again), as strong demand continues to fuel bit growth while pricing remains firm because of constrained supply. NAND flash memory revenue is now forecast to grow by 60 percent to $3.8 billion compared with a growth of 42 percent and a revenue forecast of $3.4 billion in last quarter's update. Annual bit growth for 2003 is now forecast at 151 percent (compared with 130 percent last quarter), while our ASP assumptions for 2003 remain unchanged. Our assumptions for the rate of the long-term decline of NAND flash memory prices are largely unchanged, but we have raised our five-year CAGR for bit growth from 88 percent to 96 percent, which has increased the total available market (TAM) forecast in dollar terms each year through We have reduced the revenue forecast for NOR flash memory in 2003 from $7.3 billion to $6.7 billion; the main change was in our assumption for annual bit growth, which has been reduced from 66 percent to 55 percent. However, in the long term, we still forecast a five-year CAGR of 62 percent fornorflashmemorybitgrowth.this,incombinationwithanunchanged expectation for an annual average price decline of 25 percent, means that our TAM forecast remains at $15 billion in Detailed short-term and long term assumptions underlying the forecast statistics are contained in Tables 1 and Gartner, Inc. and/or its Affiliates. All Rights Reserved. 1
4 2 Worldwide Memory Forecast, 4Q03 (Executive Summary) Table 1 Underlying Memory Forecast Assumptions, Short-Term Outlook Economy/Politics - U.S. GDP growth subsides in the fourth quarter of 2003 but averages 4 percent throughout - The global economy improves, but the timing and magnitude of recovery varies among regions. Underlying Market Conditions - Reduced supply helps to increase pricing levels above production costs. - Industry maintains reduced capacity forecast and benefits from strong market. Demand Drivers - Modest replacement purchasing of PCs is apparent in the professional market in the fourth quarter of 2003 and graduallygainstrengthin subsequent quarters. - Strong replacement purchasing of consumer PCs is evident in - Worldwide PC unit shipment growth is 11.3 percent in - U.S. GDP growth subsides in the fourth quarter of 2003 but averages 4 percent throughout - The global economy improves, but the timing and magnitude of recovery varies among regions. - With the exception of the digital cellular handset, weak demand from the communications sector continues to hold back the market in Signs of improving market conditions, especially in the important wired communications sector, are expected early in - Worldwide digital cellular handset unit production growth is 10 percent in 2003, followed by 11.3 percent in - Worldwide digital cellular handset unit production volume is 460 million in 2003 and 512 million in - U.S. GDP growth subsides in the fourth quarter of 2003 but averages 4 percent throughout - The global economy improves, but the timing and magnitude of recovery varies among regions. - Healthy digital cellular handset unit production, coupled with a sharp increase in code storage flash content, continues to drive strong bit growth in In 2004, a broad-based electronic equipment production recovery will benefit the market for "commodity" NOR flash memory across a wide rangeofdevicedensities. - Worldwide digital cellular handset unit production growth is 10 percent in 2003, followed by 11.3 percent in - Worldwide digital cellular handset unit production volume is 460 million in 2003 and 512 million in -Inhandsets,colorLCD screens, digital cameras, packetized data capability (for example, GPRS) and new applications (for example, Java Applets) are driving a sharp increase in the number of flash bits required for both code and data storage. - U.S. GDP growth subsides in the fourth quarter of 2003 but averages 4 percent throughout - The global economy improves, but the timing and magnitude of recovery varies among regions. - Demand surpassed the ability of the industry to supply in the third quarter of The market will remain undersupplied through 2003 and into - Allocation will be a feature of the market through 2003 and into - Additional capacity and new entrants could begin to close the gap between supply and demand by the second quarter of - Demand for digital consumer electronics and the installed base of PCs continues to drive the proliferation of removable solid-state storage devices (for example, flash cards and USB flash drives) for data storage and transfer.
5 Worldwide Memory Forecast, 4Q03 (Executive Summary) 3 Table 1 (Continued) Underlying Memory Forecast Assumptions, Short-Term Outlook Density Transition - The move to the 512Mb density will be modest. The 256Mb device will remain the largest-shipping density through 2003 and New Technology - Demand for DDR2 SDRAM will be insignificant until the end of RDRAM will account for less than 3 percent of the market during Its price premium over DDR SDRAM will fall. Production and Investment - DRAM vendors stick to reduced production plans and benefit from improving pricing conditions. - Increasing device density requirements in the handset fuel a shift from 4Mb and 8Mb low-powersramto16mb and 32Mb pseudo SRAM. - In the synchronous SRAM arena, variants such as DDR, QDR and sigma RAM are being targeted at high-speed, high-bandwidth applications such as networking. - Leading SRAM vendors shift production to the 0.13-micron process node to reduce cost and increase device performance. - The move to higher densities is continuing apace. 64Mb will be the highest-volume shipping density in - MLC technology is gaining share of bit shipments as Intel pushes StrataFlash into the handset market. - MBC technology, typically based on a nitride process, is being introduced and ramped to volume production in 2003 (for example, Advanced Micro Devices' MirrorBit). - Multichip packaged devices (incorporating more than one NOR flash die or SRAM or both,pseudosramand DRAM die) are commonplace and are featured in an increasing number of new cell phone designs. - The move to MLC and MBC technology by leading NOR flash vendors will increase bit supply in The move to higher densities is continuing apace. 256Mb will be the highest-volume shipping density in 2003, with the 512Mb taking a higher market share in - MLC technology is being introduced by Toshiba and SanDisktoenableveryhighdensity product offerings (for example, 512Mb and above). - Leading vendors will shift production to the 0.11-micron process node during 2003 and - New vendors plan to enter the market in 2004 for example, Micron, Infineon (with NROM technology), and the announced joint venture between Hynix and STMicroelectronics. -SomeDRAMproduction capacity is being converted to NAND flash memory.
6 4 Worldwide Memory Forecast, 4Q03 (Executive Summary) Table 1 (Continued) Underlying Memory Forecast Assumptions, Short-Term Outlook Pricing - Price rises seen in the early second half of 2003 are maintained throughout the second half because of the usual seasonal increase in demand. - In the first quarter of 2004, pricing falls sharply before experiencing mild quarterly declines for the remainder of the year. - Sluggish electronic equipment production across the board will continue to hold back SRAM demand and keep downward pressure on ASPs during As 2004 gets under way, improved electronic equipment production levels will increase demand for SRAM devices, resulting in an improved pricing environment. -MuchofNORflashshipment volume (for example, sales to the cell phone handset sector) is covered by long-term agreements, and thus, pricing of high-densitydevicesisrelatively stable. - Prices are expected to improve across the board late in 2003 and into 2004 as continued strong demand helps to burn off overcapacity. -Demandwillcontinuetooutstrip supply in the second half of 2003, keeping prices firm. - In 2004, additional capacity brought on line by established vendors and new market entrants will bring with it resumed downward pressure on pricing. DDR = Double data rate GDP = Gross domestic product GPRS = General packet radio service LCD = Liquid crystal display Mb = Megabit MBC = Multibit per cell MLC = Multilevel cell RDRAM = Rambus dynamic RAM SDRAM = Synchronous dynamic RAM USB = Universal Serial Bus Source: Gartner Dataquest (November 2003)
7 Worldwide Memory Forecast, 4Q03 (Executive Summary) 5 Table 2 Underlying Memory Forecast Assumptions, Long-Term Outlook Economy/Politics - A recovering global economy beginning in 2004 will lead to increased consumer spending and increased capital spending by businesses in Underlying Market Conditions - A corporate PC replacement cycle will result in a healthier market for DRAM in 2004 and - Although unlikely in the midterm, further industry consolidation around three or four major vendors may be necessary to sustain a viable market long term. Demand Drivers - As the PC sector has become a replacement market, the lack of a "killer application" for DRAM will inhibit bit growth in the long term. - Low-power DRAM will begin to penetrate the market with the adoption of high-end mobile terminals. - A recovering global economy beginning in 2004 will lead to increased consumer spending and increased capital spending by businesses in - Integration of low-density SRAM (up to 8Mb) into system-on-a-chip designs is likely to cannibalize the market for discrete components. -Replacementofhigherdensity asynchronous SRAM (16Mb and greater) by lowpower DRAM, especially in digital cellular handsets, will hold back bit growth. - A return to healthier levels of production of networking equipment will drive the market for high-speed synchronous SRAM. - A recovering global economy beginning in 2004 will lead to increased consumer spending and increased capital spendingbybusinessesin generation and thirdgeneration mobile handsets will be rolled out through 2007, enabling compelling data-centric mobile applications. - The convergence of mobile applications, such as handsets, PDAs, cameras and Internet audio players, will continue, driving demand for code and data storage flash bits. - NOR flash memory will remain the technology of choice for code storage in digital cellular handsets. - A recovering global economy beginning in 2004 will lead to increased consumer spending and increased capital spending by businesses in - Despite rapid expansion in terms of megabytes, the market will remain fiercely competitive, with any sign of price stability likely to attract new market entrants. Accelerated cost-per-bit reduction will be the norm, so that bit growth will continue in the face of retail channel pricing dynamics. - Removable solid-state storage devices will become ubiquitous. - An increasing number of cell phone handsets will incorporate a slot for a removable data storage device. - NAND flash is likely to struggle as a competitive technology in code execution applications.
8 6 Worldwide Memory Forecast, 4Q03 (Executive Summary) Table 2 (Continued) Underlying Memory Forecast Assumptions, Long-Term Outlook Density Transition - The highest-volume shipping device density is forecast to be 1Gb by Module granularity concerns may dictate the speed of density transitions and product mix by configuration (x8, x16 and x32) at any given time. New Technology - MRAM could emerge as a viable universal memory technology to pose a competitive threat to DRAM. Production and Investment - Strengthening market conditions in 2004 and 2005 will lead to improved semiconductor industry profitability, which, in turn, will lead to increased CAPEX. - A supply-side-driven downturn is forecast in Pricing - The pricing environment is forecast to be more favorable for memory vendors in 2004 and 2005, as pent-up demand hits the market in the face of tight capacity. CAPEX = Capital expenditure Gb = Gigabit MRAM = Magnetic RAM Source: Gartner Dataquest (November 2003) - The market will remain fragmented, with significant annual unit shipment volumes of device densities ranging from 1Mb to 64Mb. - The highest-volume shipping device density is forecast to be 16Mb by MRAM could emerge as a viable universal memory technology to pose a competitive threat to SRAM. - Strengthening market conditions in 2004 and 2005 will lead to improved semiconductor industry profitability, which, in turn, will lead to increased CAPEX. - A supply-side-driven downturn is forecast in The pricing environment is forecast to be more favorable for memory vendors in 2004 and 2005, as pent-up demand hits the market in the face of tight capacity. - The highest-volume shipping device density is forecast to be 256Mb by MRAM could emerge as a viable universal memory technology to pose a competitive threat to NOR flash. - Strengthening market conditions in 2004 and 2005 will lead to improved semiconductor industry profitability, which, in turn, will lead to increased CAPEX. - A supply-side-driven downturn is forecast in The pricing environment is forecast to be more favorable for memory vendors in 2004 and 2005, as pent-up demand hits the market in the face of tight capacity. - The highest-volume shipping device density is forecast to be 2Gb by MRAM could emerge as a viable universal memory technology to pose a competitive threat to NAND flash. - Strengthening market conditions in 2004 and 2005 will lead to improved semiconductor industry profitability, which, in turn, will lead to increased CAPEX. - A supply-side-driven downturn is forecast in The pricing environment is forecast to be more favorable for memory vendors in 2004 and 2005, as pent-up demand hits the market in the face of tight capacity.
9 Worldwide Memory Forecast, 4Q03 (Executive Summary) 7 For the full report, see "Worldwide Memory Forecast, 4Q03," SCSI-WW-MS-0211.
Worldwide Memory Forecast, 1Q03 (Executive Summary) Executive Summary
Worldwide Memory Forecast, 1Q03 (Executive Summary) Executive Summary Publication Date: 13 March 2003 Authors Richard Gordon Andrew Norwood This document has been published to the following Marketplace
More informationDRAM Forecast Outlook, 3Q03: Price Rises Force Forecast Up
Forecast Analysis DRAM Forecast Outlook, 3Q03: Price Rises Force Forecast Up Abstract: Reduced supply of dynamic random-access memory has caused prices to rise sooner than expected. Now that the industry
More informationSemiconductor Market for Data Processing: Asia/Pacific, 3Q03
Research Brief Semiconductor Market for Data Processing: Asia/Pacific, 3Q03 Abstract: Semiconductor market conditions have improved since the second quarter of 2003, and the industry's recovery is continuing.
More information4Q03 Update: Global Semiconductor Forecast Scenarios
Forecast Analysis 4Q03 Update: Global Semiconductor Forecast Scenarios Abstract Semiconductor revenue growth in 2003 is certain to exceed 11 percent. As the industry recovery gains pace in the coming quarters,
More information4Q03 Update: Wireless Communications Semiconductor Forecast,
Forecast Analysis 4Q03 Update: Wireless Communications Semiconductor Forecast, 2003-2005 Abstract: Mobile communications semiconductor revenue was strong in the third quarter. 2003 is on a path for 16
More informationDBMS Software Market Forecast, (Executive Summary) Executive Summary
DBMS Software Market Forecast, 2003-2007 (Executive Summary) Executive Summary Publication Date: 4 September 2003 Author Colleen Graham This document has been published to the following Marketplace codes:
More informationSOHO and Residential Routers: Worldwide Market Share and Forecast, (Executive Summary) Executive Summary
SOHO and Residential Routers: Worldwide Market Share and Forecast, 2002-2007 (Executive Summary) Executive Summary Publication Date: 23 May 2003 Authors Rachna Ahlawat Gauri Pavate This document has been
More informationFixed Public Services Trends in CEE and MEA, (Executive Summary) Executive Summary
Fixed Public Trends in CEE and MEA, 2001-2007 (Executive Summary) Executive Summary Publication Date: 4 August 2003 Author William L. Hahn This document has been published to the following Marketplace
More informationIP Backbone Opportunities in Asia/Pacific (Executive Summary) Executive Summary
IP Backbone Opportunities in Asia/Pacific (Executive Summary) Executive Summary Publication Date: September 9, 2002 Author Chee Eng To This document has been published to the following Cluster codes: TELC-WW-EX-0423
More informationFirewall and IP Virtual Private Network Equipment: Worldwide, 2002 (Executive Summary) Executive Summary
Firewall and IP Virtual Private Network Equipment: Worldwide, 2002 (Executive Summary) Executive Summary Publication Date: 20 August 2003 Authors Caroline Jones Andy Rolfe This document has been published
More informationYE02 Semiconductor Manufacturing Market: Foundry Services (Executive Summary) Executive Summary
YE02 Semiconductor Manufacturing Market: Foundry Services (Executive Summary) Executive Summary Publication Date: 15 April 2003 Author James Hines This document has been published to the following Marketplace
More informationGlobal Telecommunications Market Take, 1Q03 (Executive Summary) Executive Summary
Global Telecommunications Market Take, 1Q03 (Executive Summary) Executive Summary Publication Date: 9 April 2003 Author Wm.L.Hahn This document has been published to the following Marketplace codes: TELC-WW-EX-0576
More informationAIOs Displace Single-Function Printers in Latin America
` Market Analysis AIOs Displace Single-Function Printers in Latin America Abstract: Stand-alone printer shipments have dropped sharply, while inkjet all-in-one printers continue to gain market share in
More informationMobile Phones, Poor Economy to Dampen PDA Market to 2007
Forecast Analysis Mobile Phones, Poor Economy to Dampen PDA Market to 2007 Abstract: A stagnant economy and growing competition from mobile phones have reduced our expectations for PDA market growth. Worldwide
More information4Q02 Update: Disk Storage Forecast Scenarios,
Forecast Analysis 4Q02 Update: Disk Storage Forecast Scenarios, 2002-2003 Abstract: Clearly, the near-term fate of the disk storage system market is more tightly coupled with micro IT spending trends than
More informationLeased-Line Market Thrives in Asia/ Pacific Despite Bandwidth Glut (Executive Summary) Executive Summary
Leased-Line Market Thrives in Asia/ Pacific Despite Bandwidth Glut (Executive Summary) Executive Summary Publication Date: December 4, 2002 Authors Alayne Wong To Chee Eng Evelyn Goh Kenshi Tazaki Andrew
More informationMobile Terminals: Middle East, (Executive Summary) Executive Summary
Mobile Terminals: Middle East, 2001-2007 (Executive Summary) Executive Summary Publication Date: 25 July 2003 Authors Carolina Milanesi Ben Wood This document has been published to the following Marketplace
More informationFinal 2002 Asia/Pacific Semiconductor Market Share by Geographical Area (Executive Summary) Executive Summary
Final Asia/Pacific Semiconductor Share by Geographical Area (Executive Summary) Executive Summary Publication Date: 22 May 2003 Authors Hee-Chan Lee Adriana Blanco Ada Cheng Jeremey Donovan Tamara Grant
More informationCentral and Eastern Europe: Premises Switching Equipment Market Share, 2002 (Executive Summary) Executive Summary
Central and Eastern Europe: Premises Switching Equipment Market Share, (Executive Summary) Executive Summary Publication Date: 15 July 2003 Author Megan Fernandez This document has been published to the
More information2002 Semiconductor Equipment Market Share Analysis (Executive Summary) Executive Summary
2002 Semiconductor Equipment Market Share Analysis (Executive Summary) Executive Summary Publication Date: 2 May 2003 Authors Mark Stromberg Klaus Rinnen Jim Walker Robert Johnson Dean Freeman Takashi
More informationWorldwide Workstation Shipments Rebound in Third Quarter
Market Analysis Worldwide Workstation Shipments Rebound in Third Quarter Abstract: Preliminary worldwide workstation shipments totaled 384,756 units in the third quarter of 2003, for a year-over-year increase
More informationWireless Local Loop: Cellular in Waiting? (Executive Summary) Executive Summary
Wireless Local Loop: Cellular in Waiting? (Executive Summary) Executive Summary Publication Date: October 14, 2002 Authors To Chee Eng Evelyn Goh Kobita Desai This document has been published to the following
More informationMobile Terminals: Western Europe, (Executive Summary) Executive Summary
Mobile Terminals: Western Europe, 1998-2007 (Executive Summary) Executive Summary Publication Date: 6 June 2003 Authors Carolina Milanesi Ben Wood This document has been published to the following Marketplace
More informationTrends in Fixed Public Network Services: Austria, (Executive Summary) Executive Summary
Trends in Fixed Public Network Services: Austria, 2000-2006 (Executive Summary) Executive Summary Publication Date: September 25, 2002 Authors Michal Halama Maureen Coulter Katja Ruud Susan Richardson
More informationVertical Market Trends: Western Europe, (Executive Summary) Executive Summary
Vertical Market Trends: Western Europe, (Executive Summary) Executive Summary Publication Date: 21 March 2003 Authors Cathy Tornbohm Peter Redshaw This document has been published to the following Marketplace
More informationPublic Infrastructure: What s in Store for 2003?
Forecast Analysis Public Infrastructure: What s in Store for 2003? Abstract: The markets for public infrastructure equipment will remain weak until 2004 because of scaled-back carrier capital spending,
More informationCurrent and Next-Generation Switching in Asia/Pacific and Japan, 2003 (Executive Summary) Executive Summary
Current and Next-Generation Switching in Asia/Pacific and Japan, 2003 (Executive Summary) Executive Summary Publication Date: 25 August 2003 Authors Hyun-Sook Lee Sumit Malik John Calvert This document
More informationLeveraging China's Memory Market Opportunity
Research Brief Leveraging China's Memory Market Opportunity Abstract: The Chinese memory market offers growth opportunities for local and global semiconductor companies alike. Investments in Chinese manufacturing
More informationMidsize Business Voice Service Spending Steady for 2003
End-User Analysis Midsize Business Voice Service Spending Steady for 23 Abstract: Telecom service providers need to know the voice telecom spending plans of the margin-rich midsize business segment in
More informationMidyear 2002 Semiconductor Manufacturing Market: Foundry (Executive Summary) Executive Summary
Midyear 2002 Semiconductor Manufacturing Market: Foundry (Executive Summary) Executive Summary Publication Date: August 27, 2002 Author James Hines This document has been published to the following Cluster
More informationHardware Decisions for Embedded Systems Design in Asia/Pacific
End-User Analysis Hardware Decisions for Embedded Systems Design in Asia/Pacific Abstract: Over 900 embedded systems designers in Asia/Pacific responded to our survey of hardware decisions. Currently,
More informationTrends in Fixed Public Network Services: Finland, (Executive Summary) Executive Summary
Trends in Fixed Public Network Services: Finland, 2000-2006 (Executive Summary) Executive Summary Publication Date: October 17, 2002 Authors Susan Richardson Maureen Coulter Michal Halama Katja Ruud Lisa
More informationHuawei: China's Leading Equipment Vendor Returns to Growth
Research Brief Huawei: China's Leading Equipment Vendor Returns to Growth Abstract: Huawei has turned in a strong performance during the first half of 2003. The second half of the year could be even better.
More information4Q03 Update: Data Processing Semiconductor Forecast,
Forecast Analysis 4Q03 Update: Data Processing Semiconductor Forecast, 2003-2005 Abstract: Financial releases by publicly traded suppliers indicate the market exceeded expectations in the third quarter
More informationSizzles and Fizzles in the Server Forecast
Sizzles and Fizzles in the Server Forecast Forecast Analysis Abstract: Intel Architecture 64-bit-based-server revenue will grow at more than 90 percent per year through 2008, surpassing $7 billion worldwide.
More informationProduction Surge Boosts Automotive Semiconductor Market
Market Analysis Production Surge Boosts Automotive Semiconductor Market Abstract: Demand for automotive semiconductors revived in 2002, as car makers stepped up production. Consumer fears may stifle growth
More informationTrends in Fixed Public Network Services: Germany, (Executive Summary) Executive Summary
Trends in Fixed Public Network Services: Germany, 2000-2006 (Executive Summary) Executive Summary Publication Date: October 18, 2002 Authors Michal Halama Katja Ruud Maureen Coulter Susan Richardson Lisa
More informationIT Services: Identifying the Addressable Markets for Telecom Operators (Executive Summary) Executive Summary
IT Services: Identifying the Addressable Markets for Telecom Operators (Executive Summary) Executive Summary Publication Date: 31 March 2003 Author Kobita Desai This document has been published to the
More information4Q03 Update: Wired Communications Semiconductor Forecast,
Forecast Analysis 4Q03 Update: Wired Communications Semiconductor Forecast, 2003-2005 Abstract: On the strength of application-specific semiconductor revenue, the revised wired communications semiconductor
More informationSpending on Service Provider Routers Begins to Grow in EMEA
Research Brief Spending on Service Provider Routers Begins to Grow in EMEA Abstract: 2Q03 brought the first rise in end-user spending on service provider routers in Europe, Middle East and Africa for a
More informationHDD Head and Media Markets Show Variable Growth and Decline, (Executive Summary) Executive Summary
HDD Head and Media Markets Show Variable Growth and Decline, 1998-2002 (Executive Summary) Executive Summary Publication Date: 12 March 2003 Author John Monroe This document has been published to the following
More informationWorldwide 2002 Security Software Market and Vendor Shares (Executive Summary) Executive Summary
Worldwide Security Software Market and Vendor Shares (Executive Summary) Executive Summary Publication Date: 21 July 2003 Author Norma Schroder This document has been published to the following Marketplace
More informationFICON Drives Fibre Channel Security
FICON Drives Fibre Channel Security Research Brief Abstract: FICON products for mainframes impact the Fibre Channel switch market as FICON requirements drive improvements in security, benefiting all Fibre
More information4Q02 Update: Data Processing Forecast Scenarios,
Forecast Analysis 4Q02 Update: Data Processing Forecast Scenarios, 2002-2003 Abstract: Financial releases by publicly traded suppliers indicate a challenging market environment. 2003 will be a year of
More informationIT Services' IP Telephony-Related Growth Remains Strong Through 2007 (Executive Summary) Executive Summary
IT Services' IP Telephony-Related Growth Remains Strong Through 2007 (Executive Summary) Executive Summary Publication Date: 15 December 2003 Author Eric Goodness This document has been published to the
More informationEurope Wants Security Software, Despite Tight Budgets (Executive Summary) Executive Summary
Europe Wants Security Software, Despite Tight Budgets (Executive Summary) Executive Summary Publication Date: 1 July 2003 Authors Fabrizio Biscotti Alain Dang Van Mien Norma Schroder Chris Pang This document
More informationNetwork-Attached Storage Market Shows Weakness
Market Analysis Network-Attached Storage Market Shows Weakness Abstract: Despite Dell's strong growth in revenue, most other network-attached storage vendors experienced weaker performance in the first
More informationSEMICO Res e arch Corporation
SEMICO Res e arch Corporation Industry Review 2000 March 31, 2000 Bob Merritt Macro Economics US economy continues to gain Strength GDP +4.5% Japan stalls after a slight recovery in 1999 GDP +0.9% Korean
More informationHost-Bus RAID Controller Worldwide Market Share, 2002 (Executive Summary) Executive Summary
Host-Bus RAID Controller Worldwide Market Share, 2002 (Executive Summary) Executive Summary Publication Date: 23 July 2003 Author Roger W. Cox This document has been published to the following Marketplace
More informationMobile Java: A New Opportunity for Data Services (Executive Summary) Executive Summary
Mobile Java: A New Opportunity for Data Services (Executive Summary) Executive Summary Publication Date: November 1, 2002 Authors Ben Wood Alan Brown Ann Liang Nahoko Mitsuyama Delia MacMillan Sauk-Hun
More informationSurvey of Mobile Phone Users in Poland and Russia, 2003 (Executive Summary) Executive Summary
Survey of Mobile Phone Users in Poland and Russia, 2003 (Executive Summary) Executive Summary Publication Date: 3 December 2003 Author Sarah Randall This document has been published to the following Marketplace
More informationNGN: Enterprise IP Telephony
NGN: Enterprise IP Telephony Research Brief Abstract: Enterprises have been slow to adopt Internet Protocol-based telephony. Vendors should educate them as to its benefits, using realistic calculations
More informationFinding Pure-Play Midtier ESPs: A Two-Step Process
Research Brief Finding Pure-Play Midtier ESPs: A Two-Step Process Abstract: The pure-play midtier consulting and integration sector can be a competitive option to global integrators. Tier 2 and 3 vendors
More information1Q03 Scenarios: Semiconductor Capital and Equipment Spending
Forecast Analysis 1Q03 Scenarios: Semiconductor Capital and Equipment Spending Abstract: Entering 2003, improvements in industry fundamentals point to growth, but uncertainty remains. How will it play
More informationAsia/Pacific and Japan: Optical Network Equipment Market, (Executive Summary) Executive Summary
Asia/Pacific and Japan: Optical Network Equipment Market, 1998-2007 (Executive Summary) Executive Summary Publication Date: 30 June 2003 Authors Sumit Malik John Mazur This document has been published
More informationSamsung Electronics Announces First Quarter Results
Samsung Electronics Announces First Quarter Results Registers net profit of KRW 7.68 trillion on sales of KRW 50.55 trillion 1Q consolidated operating profit reaches KRW 9.90 trillion SEOUL, Korea April
More informationContinuing Weakness in Public Infrastructure Markets
Research Brief Continuing Weakness in Public Infrastructure Markets Abstract: The markets for public infrastructure equipment will remain weak until 2004 because of scaled-back carrier capital spending,
More informationMany Challenges Remain for Mobile Communications
Market Analysis Many Challenges Remain for Mobile Communications Abstract: The marketplace for mobile services, terminals and infrastructure has been affected by the economic slowdown and the high cost
More informationSamsung Electronics Announces Fourth Quarter & FY 2015 Results
Samsung Electronics Announces Fourth Quarter & FY 2015 Results SEOUL, Korea January 28, 2016 Samsung Electronics announced financial results for the fourth quarter ended December 31, 2015. Samsung posted
More informationExternal RAID-Based Storage System Analysis by Form Factor
Research Brief External RAID-Based Storage System Analysis by Form Factor Abstract: Gartner Dataquest forecasts factory revenue for modular external RAID controllerbased storage systems will grow at a
More informationLittle Smart, Big Plans: PHS Storms Ahead in China
Research Brief Little Smart, Big Plans: PHS Storms Ahead in China Abstract: Based on personal handyphone system technology, Little Smart has emerged as one of the fastest-growing services in the telecom
More informationAsia/Pacific: Systems Consolidation, Hype or Reality?
Research Brief Asia/Pacific: Systems Consolidation, Hype or Reality? Abstract: Through 2005, consolidation will be of major concern to IT management in Asia/Pacific as organizations struggle to control
More informationContents. Semiconductor DQ Monday Report Issue 20
Semiconductor DQ Monday Report Issue 20 Introduction to Semiconductor DQ Monday Report Semiconductor DQ Monday Report allows Gartner Dataquest analysts to share opinions and analysis of key events as they
More informationAs a note, this presentation was released as the dates shown and reflected management views as of these dates. All information in this presentation
July 2003 1 As a note, this presentation was released as the dates shown and reflected management views as of these dates. All information in this presentation regarding the Company s financial results
More informationChoices Multiply in Midrange and High-End Color Printing
Research Brief Choices Multiply in Midrange and High-End Color Printing Abstract: Color speed is no longer an oxymoron. Color copiers and printers with speeds between 30 and 50 pages per minute are commonly
More informationNGN: The Evolution of Wireless Networks
NGN: The Evolution of Wireless Networks Research Brief Abstract: Operators of mobile phone networks are already working through the financial and technical challenges of their own next generation of networks.
More informationSamsung Electronics Announces Third Quarter 2017 Results
Samsung Electronics Announces Third Quarter 2017 Results Registers net profit of KRW 11.19 trillion on sales of KRW 62.05 trillion 3Q consolidated operating profit reaches KRW 14.53 trillion SEOUL, Korea
More informationMOS MEMORY MARKET INTRODUCTION GROWTH MATURITY SATURATION DECLINE (OBSOLETE) 16M DRAM 1M SRAM. HIGH SPEED CMOS/BiCMOS 16K SRAM 4M ROM 1M ROM
1 THE MOS MEMORY MARKET Overview The MOS memory market detailed in Memory 1996 consists of DRAM, SRAM, EPROM, and flash memory devices. Market and technology trends for each product segment will be covered
More informationAction Recommendation for 2004
Strategic Planning, P. Redman, T. Hart, W. Clark, J. Chapman, P. Dittner, R. Simpson, K. Foong, N. Ingelbrecht Research Note 20 November 2003 Changes in Store for Wireless WAN During 2004 The hottest growth
More informationChinese Cellular Phone Vendors Are Catching Up
Research Brief Chinese Cellular Phone Vendors Are Catching Up Abstract: Cellular phone manufacturing is becoming a major driver for electronic equipment growth in China. By Chang-Soo Kim Recommendations
More informationPC Manufacturing Is Surviving SARS-Induced Market Fears in China
Research Brief PC Manufacturing Is Surviving SARS-Induced Market Fears in China Abstract: The PC manufacturing market in China has grown significantly in the past decade. The driving momentum will continue,
More information2Q03 Update: Data Processing Semiconductor Forecast,
Forecast Analysis 2Q03 Update: Data Processing Semiconductor Forecast, 2002-2004 Abstract: Financial releases by publicly traded suppliers indicate the market exceeded expectations in the first quarter
More informationLatin American PC Industry, 2Q02 (Executive Summary) Executive Summary
Latin American PC Industry, 2Q02 (Executive Summary) Executive Summary Publication Date: October 3, 2002 Author Luis Anavitarte This document has been published to the following Cluster codes: HARD-WW-EX-0310
More informationToshiba America Electronic Components, Inc. Flash Memory
Toshiba America Electronic Components, Inc. Flash Memory Fact Sheet Company Overview Combining quality and flexibility with design engineering expertise, TAEC brings a breadth of advanced, next-generation
More informationPush-to-Talk Brings Voice-Based Instant Messaging to Europe
Research Brief Push-to-Talk Brings Voice-Based Instant Messaging to Europe Abstract: Push-to-talk services will soon let Europe s mobile phone users send voice messages via IP, boosting data revenue. Young
More informationAsia/Pacific: Embedded Systems Design, Software Decisions
Market Analysis Asia/Pacific: Embedded Systems Design, Software Decisions Abstract: An in-depth look at embedded systems designers in Asia/Pacific shows usage patterns for real-time OSs and embedded software
More informationContents. Semiconductor DQ Monday Report Issue 51
Semiconductor DQ Monday Report Issue 51 Introduction to Semiconductor DQ Monday Report Semiconductor DQ Monday Report allows Gartner Dataquest analysts to share opinions and analysis of key events as they
More informationDRAM Market Outlook: Worldwide Change in DRAM Underway as Capacitor Scaling Reaches Limit (Based on May MI Update / 2Q14 Diamond)
2014-15 DRAM Market Outlook: Worldwide Change in DRAM Underway as Capacitor Scaling Reaches Limit (Based on May MI Update / 2Q14 Diamond) DRAMeXchange Memory & Storage Division Jun. 5th, 2014 Agenda Supply
More informationSamsung Electronics. 10 th KRX Global Investors Conference -1 -
Samsung Electronics 10 th KRX Global Investors Conference June 2007-1 - Corporate Overview -2 - Business Portfolio TV N-PC DVD/STB Printer Memory System LSI Storage Home Theater Monitor Digital Media 27%
More informationRegional Market Trends. Robert Andersson Executive Vice President, Customer and Market Operations
Regional Market Trends Robert Andersson Executive Vice President, Customer and Market Operations 1 2007 Nokia Capital Markets Day 2007 Customer and Market Operations Strategic priorities 2 2007 Nokia Capital
More informationPRESS RELEASE October 17, 2008
PRESS RELEASE October 17, 2008 Sony Ericsson reports third quarter results Q3 highlights: Break even results, excluding restructuring charges, as challenging business conditions continued C902 Cyber-shot
More informationMark Geenen TrendFocus Presented at the THIC Meeting at the Sony Auditorium, 3300 Zanker Rd, San Jose CA March 9-10, 2004
Shake, Rattle and Roll: The HDD Industry s Next Phase Mark Geenen TrendFocus Presented at the THIC Meeting at the Sony Auditorium, 3300 Zanker Rd, San Jose CA 95134-1940 March 9-10, 2004 Shake, Rattle
More informationApplications for Low Density SLC NAND Flash Memory. Report No. FI-NFL-SLC-0912
Applications for Low Density SLC NAND Flash Memory Report No. FI-NFL-SLC-0912 2012 Forward Insights. All Rights Reserved. Reproduction and distribution of this publication in any form in whole or in part
More informationForward-Looking and Cautionary Statements
Peter F. Volanakis President and Chief Operating Officer February 8, 28 Forward-Looking and Cautionary Statements Certain statements in this presentation constitute forwardlooking statements within the
More informationSamsung Electronics Announces Fourth Quarter & FY 2017 Results
Samsung Electronics Announces Fourth Quarter & FY 2017 Results Registers 4Q net profit of KRW 12.26 trillion on sales of KRW 65.98 trillion 4Q consolidated operating profit reaches KRW 15.15 trillion SEOUL,
More informationU.S. Telecom Market's Future Depends on Carrier Capex
AV-16-2652 U.S. Telecom Market's Future Depends on Carrier Capex Published: 8 May 2002 Analyst(s): Tim Smith Capital expenditure (capex) plans announced by major U.S. carriers indicate that 2002 and 2003
More information2012 NAND Flash Outlook
2012 NAND Flash Outlook -IN NAND WE TRUST- Sean Yang June 7 th, 2012 Agenda Overview for 2012 NAND Flash Market NAND Flash Supply Side Status NAND Flash Demand Side Status Smartphone, Tablet and Ultrabook
More informationCredit Suisse European Technology Conference
Credit Suisse European Technology Conference Franki D Hoore Director European Investor Relations May 12, 2010 / Slide 1 Safe Harbor "Safe Harbor" Statement under the US Private Securities Litigation Reform
More informationMidsize Businesses Slowly Warm Up to Storage Services
Research Brief Midsize Businesses Slowly Warm Up to Storage Services Abstract: A recent study reveals only lukewarm demand for new storage services among midsize businesses. Assessment tools and peer references
More informationSemiconductor Market Outlook. Analog Semiconductor Leaders' Forum October 2011
Semiconductor Market Outlook Analog Semiconductor Leaders' Forum October 2011 Q3 2011 Update Economic Outlook Semiconductor End Markets Semiconductor Forecast MAP Model Data: Analog, Power Management Foundries
More informationChina: User Perceptions and Plans for PCs and PDAs in 2003
End-User Analysis China: User Perceptions and Plans for PCs and PDAs in 2003 Abstract: The majority of the Chinese organizations' IT strategies and budget planning issues remain immature. It would not
More informationNanya Technology. WATERLAND Investment Forum Presentation to Investors & Analysts, August 29 th, 2017 Joseph Wu, AVP & Deputy Spokesman
Nanya Technology WATERLAND Investment Forum 2017 Presentation to Investors & Analysts, August 29 th, 2017 Joseph Wu, AVP & Deputy Spokesman Safe Harbor The information herein and the presentation made
More informationNGN: Carriers and Vendors Must Take Security Seriously
Research Brief NGN: Carriers and Vendors Must Take Security Seriously Abstract: The next-generation network will need to provide security on many levels. A comprehensive set of standards should be in place
More informationDallas EXECUTIVE OVERVIEW. Multi-Tenant Datacenter Market MARKET FORECAST JUL Stefanie Williams, Associate Analyst, Multi-Tenant Datacenters
MARKET FORECAST JUL 2016 Dallas Multi-Tenant Datacenter Market Stefanie Williams, Associate Analyst, Multi-Tenant Datacenters This report provides an overview of the competitive dynamics in the Dallas
More informationMACRO ECONOMIC LANDSCAPE & TECHNOLOGY WORLD
MACRO ECONOMIC LANDSCAPE & TECHNOLOGY WORLD Asia in an international comparison Matthias Hartmann, CEO GfK SE June 2015 1 World Economy & Growth Challenges 2 Slight acceleration in global economic growth:
More informationMarket Scope. Magic Quadrant Methodology
Markets, J. Enck, A. Powell Research Note 12 May 2003 Global IA High-Volume Server Magic Quadrant, 1H03 Gartner's Magic Quadrant for Intel Architecture in 1H03 indicates that Dell Computer, Hewlett-Packard
More informationCIO Update: Security Platforms Will Transform the Network Security Arena
IGG-11202002-02 J. Pescatore, M. Easley, R. Stiennon Article 20 November 2002 CIO Update: Security Platforms Will Transform the Network Security Arena An integrated network security platform approach will
More informationNokia Corporation January 24, 2013 at 13:00 (CET +1)
INTERIM REPORT 1(57) Nokia Corporation Q4 and full year 2012 Interim Report FINANCIAL AND OPERATING HIGHLIGHTS Fourth quarter 2012 highlights: Nokia Group non-ifrs EPS in Q4 2012 was EUR 0.06; reported
More informationGlobal Semiconductor Market Outlook to 2017
RNCOS Page 1 Table of Contents 1. Analyst View 2. Research Methodology 3. Global Semiconductor Industry 3.1 By Player 3.2 By Region 3.3 By Application 4. Industry Performance Outlook to 2017 4.1 By Segment
More informationPredicts 2004: The Future of Windows Server
Strategic Planning, T. Bittman Research Note 19 November 2003 Predicts 2004: The Future of Windows Server In 2004, distributed manageability will emerge as the key to the future of Windows Server, especially
More information