The Global Market for ASICs

Transcription

1 A BCC Research Semiconductor Manufacturing Report June 2009 SMC067A Use this report to: Understand why ASICs (application-specific integrated circuits) are such a resilient design methodology Capitalize on emerging applications in telecommunications, consumer electronics and computers Formulate business strategies based on scientific and other applications that will embrace ASICs to deliver an extremely high level of accurate and speedy performance in challenging environments Learn how structured ASICs are expected to perform in the next 5 years in the face of competition from programmable methodologies such as FPGAs. T: , F: sales@bccresearch.com

2 Introduction The overall market for ASICs will grow from $18.5 billion in 2009 to $22.3 billion in 2014 at a compound annual growth rate (CAGR) of 3.8%. This forecast factors the impact of the economic slowdown that has affected the global market since the second half of ASICs (application-specific integrated circuits) with attractive NRE (non-recurring engineering) metrics are the proverbial holy grail of semiconductor manufacturing. ASICs have been around for a long time and have survived the notoriety of being resource burners. As a matter of fact, the ASIC sector has maintained steady growth, often outpacing the overall semiconductor industry. This report is an attempt to unravel the reasons that make ASICs such a resilient design methodology, and to examine and forecast the current and future global market for ASICs. An interesting dimension to the ASIC industry is the development and hype surrounding the introduction of structured ASICs. This study forecasts that while structured ASICs read all right on paper, their market performance does not deliver justice to the high expectations that it has set for itself. Finally, ASIC prospects cannot be fully appreciated unless the implications of field programmable gate arrays, or FPGAs, its principal competitor, are factored into the analysis. Although originating from totally different design philosophies, ASICs and FPGAs continue to carry their competitive battle to new and high-end applications. Scope of Study The scope of this report is broad and includes: A forecast of the size of the structured and nonstructured ASIC market between 2009 and A market breakdown by applications that provides a granular analysis of ASIC usage in multiple-use cases in leading application categories. A history of ASICs, which describes ASIC types, such as gate-array, full-custom, standardcell, embedded, hybrid, and structured ASICs, and concludes by discussing the drivers and challenges for ASICs. A Patent Analysis that highlights the patenting activity underway in the area and provides a geographic and distribution by company of ASIC patents.

3 Partial Table of Contents Telecommunications, consumer electronics and computers will continue as the top three application categories, recording CAGRs of 4.3%, 4.8%, and 2.8%, respectively, and accounting cumulatively for more than 70% of the total market. Chapter One: Introduction Chapter Two: Executive Summary Chapter Three: Technology and Applications Overview Definition of ASIC ASICs in the Context of Electronic Circuit Design History of ASICs Conventional Semiconductor Circuit Design and Engineering Methodologies and Their Correlation to ASICs Advances in Fabrication Advances in Processor Engineering The Appealing Aspects of ASICs for Circuit Designers and Semiconductor Vendors ASIC Challenges Standard Definitions ASIC Methodologies Gate Array ASIC Full-custom ASIC Standard Cell ASIC Embedded ASICs Hybrid ASIC Structured ASIC Chapter Four: Market Breakdown by Application The FPGA Factor Structured ASICs and Others Telecommunications Applications Antennas DSP PCMCIA Mobile Phones Home Gateway Image Processors RF Applications BTS Multi-band Modems Switches and Routers Computing Applications PCS Storage Printers Consumer Electronics Applications ASICs Applications/End Products MP3 Players DVD Players TVS83 Portable Media Players (PMP) Projectors Battery Management for Household Appliances Bar Code Readers Automotive Electronics Applications ASICs and Individual Applications Electronic Suspension Ignition Systems Automobile Multimedia Automobile Safety GPS Control Circuits Industrial Electronics Applications Timers Power Management Testing Pressure and Temperature Measurement Industrial Image Processing High-voltage Applications Photo Transistors and Opto Sensors Linear Regulators Control and Evaluation Circuits Interface and Signal Processing Electronics Sensors Medical Applications Implantable CRM Neurostimulators Drug Pumps Glucose and Pressure Sensors Digital Hearing Aids Diagnostic Equipment Medical Image Processing Scientific and Other Applications High-temperature Applications Particle Detectors Nuclear Energy Military Radios Displays Avionics Satellite Backhaul Chapter Five: Stakeholder Details Regulation Fundamentals and Stock Prices Buyer Supplier Interplay and Criteria for Classification ASIC Users Foundries EDA Suppliers IP Owners Semiconductor Specialists ASIC Specialists Stakeholder Summary Chapter Six: U.S. Patent Analysis Trends by Functional Categories Trends by Year Trends by Country Trends by Assignee 169 pages 51 tables

4 Selected Tables and Figures The Asia-Pacific region will consolidate its position as the key market for ASICs and increase its share from 67.7% to 71.2% during 2009 through Table 3 Projected Global ASIC Sales to All Industry Endproduct Manufacturers by Application Type, Through 2014 Table 4 Projected Global ASIC Sales, by Geographic Region, Table 6 Projected Global Sales of Other ASICs by Geographic Region, Table 7 Projected Global Sales of Structured ASICs by Application, Table 8 Projected Global Sales of Structured ASICs by Geographic Region, Table 11 Projected Global Sales Other ASICs for Telecommunications Applications by Geographic Region, Table 12 Projected Global Sales of ASICs Used in Telecommunications Applications/End Products, Through Table 15 Projected Global Sales of All ASICs for Computing Applications by Geographic Region, Through 2014 Table 18 Projected Global Sales of ASICs for Computing Applications, Table 19 Projected Global Sales of Structured ASICs for Computing Applications, Table 21 Projected Global Sales of ASICs for Consumer Electronics Applications by Geographic Region, Through Table 22 Projected Global Sales of Structured ASICs for Consumer Electronics Applications by Geographic Region, Table 24 Projected Global Sales of ASICs for Consumer Electronics Applications/End Product, Through 2014 Table 25 Projected Global Sales of Structured ASICs for Consumer Electronics Applications/End Products Manufacturers, Table 27 Projected Global Sales of ASICs for Automotive Electronics Applications by Geographic Region, Through Table 31 Projected Global Sales of Structured ASICs for Automotive Electronics Applications/End Products, Table 32 Projected Global Sales of Other ASICs for Automotive Electronics Applications/End Products, Table 34 Projected Global Market Shares of Structured ASICs for Industrial Applications by Geographic Region, Table 35 Projected Global Sales of Other ASICs for Industrial Applications by Geographic Region, Through Table 36 Projected Global Sales of ASICs for Industrial Electronics Applications/End Products, Through 2014 Table 39 Projected Global Sales of ASICs for Medical Applications/End Products by Geographic Region, Through Table 40 Projected Global Sales of Structured ASICs for Medical Applications/End Products by Geographic Region, Table 42 Projected Global Sales of ASICs for Medical Applications/End Products, Table 47 Projected Global Sales of Other ASICs for Scientific and Other Applications/End Products by Geographic Region, Figure 1 Projected Global ASIC Market Shares, by Application Type, 2009 Figure 3 Projected Global Market Shares of Other ASIC Sales by Application, 2009 Figure 4 Projected Global Market Shares of Other ASIC Sales by Geographic Region, 2009 Figure 6 Projected Global Market Shares of Structured ASIC Sales by Geographic Region, 2009 Figure 8 Projected Global Market Shares of Structured ASICs for Telecommunications Applications by Geographic Region, 2009 Figure 10 Projected Global Market Shares of ASIC for Telecommunications by Application/End Product, 2009 Figure 11 Projected Global Market Shares of Structured ASICs for Telecommunications by Application/End, 2009 Figure 12 Projected Global Market Shares of Other ASICs for Telecommunications by Application/End Product, 2009 Figure 14 Projected Global Market Shares of Structured ASICs for Computing Applications by Geographic Region, 2009 Figure 16 Projected Global Market Shares of ASICs for Computing Applications, 2009 Figure 17 Projected Global Market Shares of Structured ASICs for Computing Applications, 2009 Figure 18 Projected Global Market Shares of Other ASICs for Computing Applications, 2009 Figure 19 Projected Global Market Shares of ASICs for Consumer Electronics Applications by Geographic Region, 2009 Figure 22 Projected Global Market Shares of ASICs for Consumer Electronics Applications, 2009 Figure 24 Projected Global Market Shares of Other ASICs for Consumer Electronics Applications/End Products, 2009 Figure 25 Projected Global Market Shares of ASICs for Automotive Electronics Applications by Geographic Region, 2009 Figure 28 Projected Global Market Shares of ASICs for Automotive Electronics Applications/End Products, 2009 Figure 29 Projected Global Market Shares of Structured ASICs for Automotive Electronics Applications/End Products, 2009 Figure 31 Projected Global Market Shares of ASICs for Industrial Applications by Geographic Region, 2009 and Figure 32 Projected Global Market Shares of Structured ASICs for Industrial Applications by Geographic Region, 2009 Figure 35 Projected Global Market Shares of Structured ASICs for Industrial Applications/end Products, 2009 and Figure 38 Projected Global Market Shares of Structured ASICs for Medical Applications/End Products by Geographic Region, 2009 Figure 40 Projected Global Market Shares of ASICs for Medical Applications/End Products, 2009 Figure 42 Projected Global Market Shares of Other ASICs for Medical Applications/End Products, 2009 Figure 44 Projected Global Market Shares of Structured ASICs for Scientific and Other Applications/End Products by Geographic Region, 2009 Figure 46 Projected Global Market Shares of ASICs for Scientific and Other Applications/End Products, 2009 and Figure 47 Projected Global Market Shares of Structured ASICs for Scientific and Other Applications/End Products, 2009 Figure 49 U.S. Patents Related to ASICs by Category, 1976 April 2009 (%)

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