2Q03 Update: Data Processing Semiconductor Forecast,
|
|
- Joan May
- 5 years ago
- Views:
Transcription
1 Forecast Analysis 2Q03 Update: Data Processing Semiconductor Forecast, Abstract: Financial releases by publicly traded suppliers indicate the market exceeded expectations in the first quarter of However, we are reducing our expectations for the second half of By Joseph Byrne Strategic Forecast Statement Gartner Dataquest expects the market for semiconductors for data processing use to be $69 billion in 2003 and grow 21 percent to $83 billion in Publication Date:6 June 2003
2 2 2Q03 Update: Data Processing Semiconductor Forecast, Overview In the face of continuing economic uncertainty, Gartner Dataquest has developed three forecast scenarios for the data processing sector of the semiconductor market. These are best case, most likely case and worst case. We present the scenarios here. Additionally, we discuss the performance of computer component suppliers during the most recently past quarter. Forecast Accelerators and Inhibitors New Drivers and Inhibitors Economy U.S. and world economies continue to languish despite the unexpectedly quick resolution of combat in Iraq. Yet again, Gartner Dataquest is delaying expectations for economic recovery. The weak economy continues to contribute to tepid capital spending, including spending on PCs the biggest consumer of semiconductors. Gartner Dataquest's interactions with end users suggest that companies still contemplate delaying PC upgrades. Until the market for PCs and associated technology rebound, the data processing semiconductor market will be less than robust. Severe Acute Respiratory Syndrome Severe acute respiratory syndrome (SARS) is on everyone's lips. Despite the talk, it is unlikely to upset the semiconductor supply chain and thereby cause prices to rise. Its incursion on daily life in infected countries could cause a reduction in consumer shopping, decreasing sales of PCs and other technologies. More importantly, if unchecked, the resulting travel restrictions could hinder trade and consequently economic growth. In the short term, underachieving companies are likely to cite it as an excuse for weak performance. Ongoing Drivers and Inhibitors End Demand Major component suppliers posted robust sales in the first quarter of 2003, following strong sequential growth in the fourth quarter of While bellwether Intel characterized its sales as exceeding seasonal norms, sales were within normal bounds. Ongoing concerns about the economy have led Gartner Dataquest to slightly lower our forecast for chip shipments. Pricing Pricing continues to be an important swing factor. Capacity and demand issues continue to persist in general. Therefore, downward pricing pressure exists in the short term. In the medium term, increased demand because of a recovery is likely to increase or stabilize the value of semiconductors shipped in each system. In the long term, semiconductor product integration and falling computer prices further depress the total value of semiconductors in data processing systems Gartner, Inc. and/or its Affiliates. All Rights Reserved. 6 June 2003
3 Forecast Scenario Commentary The data processing semiconductor market concluded 2002 and started 2003 on positive notes. However, Gartner Dataquest is again reducing and delaying expectations for recovery. Consequently, we have lowered our forecast and tempered forecast sequential growth rates for the second half of 2003 and for 2004 (see Tables 1 and 2). We reduced the magnitude of our forecast mostly by changing the underlying dynamic RAM (DRAM) and microprocessor forecasts. These two product segments are the biggest contributors to the overall data processing semiconductor market. For example, we reduced the value of DRAM per PC and the average selling price for microprocessors for 2003 and 2004 in our forecast model. Table 3 provides a forecast for year-over-year growth in data processing use. Table 1 Worldwide Forecast of Semiconductors for Data Processing Use (Millions of Dollars) 1Q03 2Q03 3Q03 4Q Best Case 16,366 16,019 18,206 21,384 71,975 Most Likely Case 16,366 15,743 17,322 19,246 68,677 Worst Case 16,366 15,486 16,475 18,294 66, Q04 2Q04 3Q04 4Q Best Case 21,415 21,467 23,896 27,272 94,050 Most Likely Case 18,883 18,890 21,271 24,159 83,202 Worst Case 18,005 17,499 19,002 21,129 75,634 Source: Gartner Dataquest (June 2003) Table 2 Worldwide Forecast of Semiconductors for Data Processing Use, Sequential Growth (Percent) 1Q03 2Q03 3Q03 4Q Best Case NA NA Most Likely Case NA NA Worst Case NA NA 1Q04 2Q04 3Q04 4Q Best Case Most Likely Case Worst Case NA = Not applicable Source: Gartner Dataquest (June 2003) Table 3 Worldwide Forecast of Semiconductors for Data Processing Use, Year-Over-Year Growth (Percent) 1Q04 2Q04 3Q04 4Q Best Case Most Likely Case Worst Case Source: Gartner Dataquest (June 2003) 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. 6 June 2003
4 4 2Q03 Update: Data Processing Semiconductor Forecast, Quarter in Review: Computer Semiconductor Supplier Results Table 4 shows revenue for some semiconductor suppliers on a quarterly basis. Table 4 Quarterly Revenue for Representative Suppliers (Millions of Dollars) Vendor 1Q02 2Q02 3Q02 4Q02 1Q03 Intel (Intel Architecture Business) 5,768 5,213 5,407 5,928 5,760 AMD (PC Processor Sales) Nvidia (Excluding Xbox) ATI Technologies (Chips and Boards) Via Technologies Silicon Integrated Systems Genesis Microchip (LCD Monitor) NA NA = Not available 1 Nvidia's fiscal quarters end in April, July, October and January. 2 ATI's fiscal quarters end in February, May, August and November. Source: Gartner Dataquest (May 2003) Intel Intel posted a solid quarter. Revenue generated by the Intel Architecture Business Unit was within the range of normal seasonal variations; the company characterized it at the high end of the range. Intel's guidance for the second quarter is positive. The company expects to see little change sequentially, which would result in growth over the same quarter one year ago. Shipments for the new Pentium M the processor in the Centrino platform grew at a faster pace than any other Intel microprocessor. By the end of the year, Intel expects that Pentium M will account for half of the mobile processors it sells. Intel's long-term goal is to convert users from desktop PCs to mobile PCs. Its short-term goal is to stimulate sales by providing and promoting mobile computing and wireless connectivity. In addition to launching the Centrino family of technologies during the first quarter, Intel launched 3GHz variants of its Pentium 4-based, multiprocessing-capable Xeon. After the close of the quarter, Intel launched its new core logic chipset. The chipset, the 875, code-named Canterwood, offers significant enhancements over previous products. It provides an 800MHz microprocessor interface, a high-speed connection to dual Gigabit Ethernet ports, two channels to main memory, serial Advanced Technology Attachment (ATA) interfaces and redundant array of independent disks (RAID) capabilities. Accompanying the chipset, Intel launched a 3GHz Pentium 4 with an 800MHz interface. A core logic chipset is the core of a computer platform, providing most of the interfaces and peripherals a computer needs. Consequently, it has a greater impact on operating system image stability than other components. To help IT managers maintain image stability, Intel is beginning to introduce chipsets on a regular, annual basis. Therefore, the next introduction of a substantially different desktop chipset will happen in about one year Gartner, Inc. and/or its Affiliates. All Rights Reserved. 6 June 2003
5 Advanced Micro Devices Advanced Micro Devices (AMD) posted a good first quarter. PC processor revenue grew substantially but is below year-ago revenue. A highlight of the quarter was strong sales of mobile processors, which sell on average at a higher price than desktop processors. Desktop processor prices for AMD fell sequentially. To bolster its position in the mobile market, AMD launched a family of mobile processors during the first quarter. The new products and heightened interest in mobile computing will benefit AMD. AMD, however, will be overshadowed by Intel's massive marketing effort and broad, capable lineup of processors. AMD's most significant recent product news was the launch of the Opteron microprocessor early in the second quarter. Despite a few gaffes, the launch was successful. Among the positive aspects of the launch, Microsoft lent its support by promising a server OS compatible with AMD's 64-bit extensions to the x86 instruction-set architecture (ISA). Database software suppliers Oracle and IBM lent their support by promising to offer products for the new ISA. IBM also announced its intention to develop computers based on the processor. Support from such Tier 1 suppliers of complementary technology is critical to AMD's efforts to generate interest from end users. Also essential for AMD's success is enabling hardware suppliers, including system builders, to assemble Opteron-based systems. Partners such as Einux, Newisys and various electronics manufacturers are critical to this effort. Opteron appears to be a powerful microprocessor. The processor scores high on benchmarks. Its on-chip memory controller alleviates a severe bottleneck and should facilitate future performance improvements. Its Hypertransport links facilitate implementation of multiprocessor systems. However, none of these features eliminates the need to continually introduce faster products, a feat that AMD has generally performed less well than Intel. While AMD trumpeted the performance leadership of Opteron, within a month Intel published better benchmarks using its latest Pentium 4 and 875 core logic. The challenge of performance scaling became especially apparent during the first quarter. While AMD got back to a cadence of launching new desktop processors by launching the Barton processor with a model designation, benchmarks by hobbyist Web sites did not fully support the claim that it outperforms competing implicitly 3GHz Pentium 4 microprocessors. The same sites marred the launch of the successor during the middle of the second quarter by panning its performance. While the is indeed faster than its predecessors (particularly pre- Barton products), performance gains come from faster core logic chipsets, faster interfaces and a larger cache. However, comparisons against Intel are trickier because Intel has improved its chipset and interfaces without increasing processor core frequency. AMD needs to improve the performance of its lineup to maintain its share of the profitable high end of the market Gartner, Inc. and/or its Affiliates. All Rights Reserved. 6 June 2003
6 6 2Q03 Update: Data Processing Semiconductor Forecast, Nvidia Nvidia's revenue declined in the April-ending quarter, which is consistent with seasonality in the PC component business. A major contributor to Nvidia's performance during the quarter was the core logic business. Nvidia's core logic sales grew 80 percent sequentially in the quarter. The company reports that it maintained its share in unit terms in the market for stand-alone desktop graphics chips in the first quarter. The vendor reports that it gained significant share in stand-alone mobile graphics chips. In the first quarter, Nvidia began to recover from its missteps during the launchoftheinitialgeforcefxproduct.first,nvidiaintroduceddirectx- 9-capable products throughout its product line, including the low-end and mobile categories. These categories drive shipment volumes, although the top-end, premium category enhances reputation and contributes profits. Proliferating DirectX-9 capability and rapidly creating an installed base should entice application developers to make a quick transition to the standard, which in turn will fuel additional demand for the hardware. Second, Nvidia announced that it would contract with IBM to fabricate next-generation products. IBM's high-performance process technology will help Nvidia regain the performance crown. Third, in the middle of the second quarter, Nvidia launched a new top-end graphics processor, which will enhance Nvidia's competitiveness in the interim before the launch of the next-generation product. As important as product introductions, Nvidia entered into an agreement with game software publisher Electronic Arts (EA). EA will feature the Nvidia logo on its games and take advantage of Nvidia-specific features. Nvidia will bundle EA games with graphics cards based on its chips. These efforts increase the brand equity of Nvidia and establish an additional competitive barrier. ATI Technologies Continuing to benefit from the success of its most-recent products, ATI posted growth in the quarter ending 30 February. By the end of that quarter, ATI shipped its millionth 9700 graphics processor. As anticipated, ATI executed an intermediate update of its product line. Its new products offer incremental performance boosts. Also included in the update is a mobile DirectX-9-compatible product. Given its financial performance and successful product execution, ATI gained share in terms of revenue, if not units, during the quarter. ATI also recently negotiated a Pentium M bus license from Intel. Historically, ATI has performed well in the mobile graphics market; ATI is a new entrant to the core logic market, however. The license will enable ATI to take advantage of its historical strength and gain share in the core logic market Gartner, Inc. and/or its Affiliates. All Rights Reserved. 6 June 2003
7 Via Technologies Revenue contracted sequentially from $193 million in the fourth quarter of 2002 to $164 million in the first quarter of 2003 and was below year-ago levels. Via's most significant accomplishment was its settlement with Intel. Under terms of the settlement, Via can officially sell Intel-compatible core logic. With this capability, Via is positioned to take share from rival Silicon Integrated Systems (SiS). Major product announcements during the first quarter and the first part of the second quarter include a high-performance, full-featured chipset for AMD processors the KT400 and a chipset with integrated graphics the KM400. The products will help Via maintain competitiveness against Nvidia in the AMD core logic business. Also, Via announced in April a new compact (mini-itx) motherboard based on Via's 1GHz Nehemia processor. Via's efforts marketing mini-itx motherboards demonstrate innovation and are generating interest among developers of quasicomputer-embedded systems. SiS SiS managed to hold revenue steady at $141 million from the fourth quarter of 2002 into the first quarter of 2003, which is well above year-ago levels of $103 million. In February, SiS entered an agreement with Samsung, Rambus and Asustek to produce a quad-channel Rambus Dynamic RAM (RDRAM)-based chipset. The chipset should deliver excellent memory throughput; however, it will be a niche product at best. In March, SiS launched a wireless LAN Media Access Control (MAC) chip. A likely strategy is for SiS to integrate the technology in its core logic when such integration becomes feasible. Given the proliferation of suppliers with such products, SiS is unlikely to sell many stand-alone chips. Genesis Microchip Genesis Microchip exceeded its guidance by growing liquid crystal display (LCD) monitor controller integrated circuit (IC) revenue from $44 million in the fourth quarter of 2002 to $48 million in the first quarter of The company benefited from the conversion from cathode-ray tube (CRT)-based to LCD-based desktop monitors. Genesis particularly benefited from adoption of 17-inch monitors. More than half of its LCD controller shipments in the quarter came from SXGA (1280 x 1024 pixels) controllers; SXGA is the typical resolution of 17-inch monitors. The greatest threat to Genesis' continued growth is price erosion forced by competition Gartner, Inc. and/or its Affiliates. All Rights Reserved. 6 June 2003
8 8 2Q03 Update: Data Processing Semiconductor Forecast, Gartner Dataquest Perspective With the exception of storage networking, data processing is a relatively mature product market for semiconductors. Nonetheless, the market remains dynamic. Innovations by technology suppliers have driven endequipment markets historically, and this trend is unlikely to change. The risk, however, is that IT upgrade cycles will permanently lengthen. Even a lengthening by one year will have a dramatically deleterious impact on the market. Recommendations Uncertainty continues to be the watchword. Suppliers need to be prepared for both an unexpected recovery in IT spending and ongoing malaise because of weakness in the major world economies and geopolitical instability. Suppliers need to continue to focus on operational efficiency from the design through fulfillment processes. In light of a lengthening upgrade cycle, suppliers need to focus product development on creating features that provide better customer productivity or reduce costs. Such features are likely to resonate with profit-conscious customers. Companies should expect an economic recovery in the United States to become manifest by the end of 2003; there is risk that it will not occur until the beginning of Increased spending on IT should follow. Key Issue What is the size and projected growth of the key application market segments? This document has been published to the following Marketplace codes: SEMC-WW-DP-0288 HARD-WW-DP-0527 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
4Q03 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 informationWorldwide 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 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 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 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 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 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 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 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 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 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 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 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 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 informationWorldwide Memory Forecast, 4Q03 (Executive Summary) Executive Summary
Worldwide Memory Forecast, 4Q03 (Executive Summary) Executive Summary Publication Date: 10 December 2003 Authors Richard Gordon Andrew Norwood This document has been published to the following Marketplace
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 informationNet profit remained at the same level as the last fiscal year mainly due to the sale of investment securities during the third quarter.
Net profit remained at the same level as the last fiscal year mainly due to the sale of investment securities during the third quarter. 1 In SG&A expenses, personnel expenses decreased following a fall
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 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 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 informationTCPN-WW-CV-0102 Frank Fabricius
Frank Fabricius Cluster Research Catalog 30 December 2003 Public Network Infrastructure Worldwide Cluster Research Archive The Cluster Research Archive is a listing of deliverables for the Public Network
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 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 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 informationHitachi Announces Consolidated Financial Results for the First Quarter of Fiscal 2006
FOR IMMEDIATE RELEASE Hitachi Announces Consolidated Financial Results for the First Quarter of Fiscal 2006 Tokyo, July 31, 2006 --- Hitachi, Ltd. (NYSE:HIT / TSE:6501) today announced its consolidated
More informationSybase Executes on Its Partnership Strategy
Event Summary Sybase Executes on Its Partnership Strategy Abstract: Sybase has implemented a corporate partnership with a vertical market focus that it believes will develop into profitable channels. By
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 informationF-Secure Corporation - Interim report Q2 2011
F-Secure Corporation - Interim report Q2 2011 (Unaudited) July 27, 2011 Kimmo Alkio, President & CEO Protecting the irreplaceable f-secure.com Q2 highlights Operator channel performed strongly showing
More informationNex t MADE IN JAPAN. Copyright 2003 Hitachi Global Storage Technologies
Nex t MADE IN JAPAN. 1 HDD Business Strategy Toward The No.1 HDD Supplier In The World Jun Naruse Chief Executive Officer Hitachi Global Storage Technologies June 12, 2003 Contents 1 2 3 4 5 Market Trends
More informationApple Computer Unveils New Hybrid X Server Operating System
Research Brief Apple Computer Unveils New Hybrid X Server Operating System Abstract: Apple Computer recently unveiled the Apple OS Xserve operating system on its X Serve one-unit rack platforms. Apple's
More informationON World Inc. Emerald Plaza Center 402 West Broadway Suite 400 San Diego, California
Entire contents 2015 by ON World. All rights reserved. The information contained herein has been obtained from sources believed to be reliable. ON World takes no responsibility for any inaccuracies, completeness
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 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 informationAsia/Pacific and Japan Telecom CAPEX Growth: Don't Hold Your Breath
Market Analysis Asia/Pacific and Japan Telecom Growth: Don't Hold Your Breath Abstract: Total regional capital expenditure in declined by more than 20 percent when compared with, a decline that will persist
More informationVideophone Service Takes Center Stage in 3's Australian Debut
Gartner Dataquest Alert Videophone Service Takes Center Stage in 3's Australian Debut Hutchison 3G Australia, a subsidiary of the multinational Hutchison Whampoa Group, launched its third-generation (3G)
More informationPersonal Digital Assistant and Mobile Phone Predictions, 2003
Personal Digital Assistant and Mobile Phone Predictions, 2003 Dataquest Predicts Abstract: In 2003, Pocket PC prices will fall 16 percent, over 30 million mobile phones integrating a digital camera will
More informationSouth Korea Ponders Its High-Speed Future
Research Brief South Korea Ponders Its High-Speed Future Abstract: The South Korean government may detail a radical proposal to create a new integrated high-speed network covering most of South Korea in
More informationConference Call Second Quarter 2003 Financial Results. Jorma Ollila Chairman and CEO
Conference Call Second Quarter 2003 Financial Results Jorma Ollila Chairman and CEO Olli-Pekka Kallasvuo Executive Vice President and CFO Ulla James Vice President, Investor Relations July 17, 2003 15.00
More informationGartner Client Operating Systems Surveys and Polls: Enterprises Plan Early, but Slow, Move to Windows 7
Page 1 of 8 Gartner Client Operating Systems Surveys and Polls: Enterprises Plan Early, but Slow, Move to Windows 7 7 June 2010 Michael A. Silver Gartner RAS Core Research Note G00200542 Respondents to
More information3. Results by Business Segment
3. Results by Business Segment Information on net sales (including intersegment sales) and operating income for the first half broken out by business segment is presented below. Technology Solutions Net
More informationST-Ericsson reports fourth quarter 2010 financial results
ST-Ericsson reports fourth quarter 2010 financial results Net sales $577 million; 2 percent sequential increase Adjusted operating loss 1) $119 million Restructuring plans completed; $13 million savings
More informationLatin America PC Industry, 3Q02 (Executive Summary) Executive Summary
Latin America PC Industry, 3Q02 (Executive Summary) Executive Summary Publication Date: December 19, 2002 Author Luis Anavitarte This document has been published to the following Cluster codes: HARD-WW-EX-0331
More informationBuilding the Ecosystem for ARM Servers
Building the Ecosystem for ARM Servers Enterprise-Class Software Capabilities Provide Foundation for Future Adoption of ARM Servers Executive Summary Enterprise IT and cloud service providers have shifted
More informationRESEARCH BULLETIN MARCH 27, 2013
RESEARCH BULLETIN MARCH 27, 2013 Pure-Play Foundries and Fabless Suppliers are Star Performers in Top 25 conductor Supplier ing Qualcomm and GlobalFoundries registered better than 30% growth last year.
More information2018 Trends in Hosting & Cloud Managed Services
PREVIEW 2018 Trends in Hosting & Cloud Managed Services DEC 2017 Rory Duncan, Research Director, Managed Services & Hosting Penny Jones, Principal Analyst - MTDC & Managed Services Aaron Sherrill, Senior
More informationVendor Ratings, VDR Paul Dittner, Stanley Bruederle
Vendor Ratings, Paul Dittner, Stanley Bruederle Research Note 28 October 2003 Vendor Rating: Motorola Semiconductor Products Sector Motorola s semiconductor sector has lost market share. However, it is
More informationEarnings Presentation Q&A for the Third Quarter of Fiscal 2009, the Year Ending March 31, 2010
January 28, 2010 Earnings Presentation Q&A for the Third Quarter of Fiscal 2009, the Year Ending March 31, 2010 Key: : : Question NEC s answer * Previous forecasts refers to forecasts announced on October
More informationQUALCOMM Reports First Quarter Results Revenues $941 Million, $.65 EPS
Contact: Julie Cunningham Vice President, Investor Relations Ph 619-658-4224 Fax 619-651-9303 E-mail: juliec@qualcomm.com QUALCOMM Reports First Quarter Results Revenues $941 Million, $.65 EPS SAN DIEGO
More informationSONET Links Extend Fibre Channel SANs
SONET Links Extend Fibre Channel SANs Research Brief Abstract: Emerging product that support the transport of storage commands and data over Synchronous Optical Network or Synchronous Digital Hierarchy
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 informationFinancial Information
Financial Information sales led by improving momentum in new economies New economies: 10 points better than mature countries Solution and services: 6 points above group average Demand in mature countries
More information