section 5. ic product overview

IC PRODUCT LIFECYCLES

The IC industry is often looked upon to introduce new and innovative devices. Ever-increasingelectrical and technological advances necessitate that new products enter the market. As newproducts are introduced to the marketplace, existing components are pushed further along theirlifecycle patterns. Figure 5-1 shows ICE’s view of the IC product lifecycle for 1995.

In general, an IC in the introduction-phase is an upgrade in circuit density over existing parts.However, advanced CMOS and ECL SRAMs, flash memories, RISC MPUs, and BiCMOS ICs arenotable exceptions. In the case of the new SRAMs and RISC MPUs, increased speed is the primaryfeature. For flash memories and BiCMOS ICs, innovative process technologies (e.g., the mixing ofbipolar ECL and CMOS) or architectures (e.g., one-transistor EEPROM cells or EPROM, SRAM, orEEPROM memory circuitry used for PLDs) are used to create unique IC characteristics that areattractive to the marketplace.

In 1995, a lot of attention was focused on MPUs (Pentium and PowerPC families), DSPs (TIbelieves its devices will rival and replace many MPU/MCUs in existing platforms), embeddedmicrocontrollers, 16M DRAMs, specialty DRAMs, and flash memories. These devices often stolethe headlines because of their speed, density, or replacement of existing devices in applications.

Although introduction-type ICs receive most of the trade press publicity, the IC manufacturermakes the majority of its money on ICs in their growth and maturity stages. However, because ofthe competitive nature of the marketplace and the need to acquire production experience (to movedown the learning curve), it has proven very difficult to enter a market segment in the “profitable”stages without having had a part available in the introductory stage.

The IC industry has historically introduced or described products well before the time that thedevices were ready for commercial mass production. While some of the advances tout device orprocess enhancements or unique design methods, it usually takes some time before most intro-ductory products are embraced by the IC industry.

INTEGRATED CIRCUIT ENGINEERING CORPORATION 5-1

5 IC PRODUCT OVERVIEW

The underlying causes of this typically slow acceptance of new ICs are high initial costs, existinginfrastructures, and oftentimes, user concerns about the quality and reliability of the new tech-nology or products. When one is forecasting the rate of acceptance of a new technology or prod-uct, the IC industry should be viewed as evolutionary, not revolutionary, in nature.

Military ICs are typically one to two lifecycle stages behind commercial ICs (Figure 5-2). Becauseof the extensive military IC qualification requirements and the extremely long lifecycles of manymilitary electronic systems, ensuring a consistent supply of hi-rel ICs has always been a demand-ing task.

IC Product Overview

INTEGRATED CIRCUIT ENGINEERING CORPORATION5-2

PRODUCT GROWTHINTRODUCTION MATURITY SATURATION DECLINE (OBSOLETE)

64K DRAM

RAMsHIGH SPEED CMOS/BiCMOS

SA

LE

S

32K EPROM

16K EPROM

ROMs

32-BIT MPU

8-BIT MPU

16-BIT MCU8-BIT MCU 4-BIT MCU

MCUs AND MPUs

1K SRAM

GaAs 4-BIT MPU

16M FLASH

4K SRAM

RISC 32-BIT MPU

10988QSource: ICE, "Status 1996"

ANALOG CMOS

SINGLE-CHIP DSP

MONOLITHIC A/D

OTHER

MONOLITHIC D/A

FERROELECTRIC ICs

1M DRAM256K DRAM

256K SRAM 64K SRAM

16K SRAM

4K SRAM

4M DRAM

1M SRAM

16K SRAM

64K SRAM

256K SRAM

16K ECL SRAM

4K ECL SRAM

1K ECL SRAM

1M ROM256K ROM

64K ROM4M ROM

64K PROM 32K PROM 16K PROM

1M EPROM 256K EPROM 64K EPROM

64K EEPROM256K EEPROM

16K EEPROM

64K ECL SRAM

128K PROM

128K EPROM512K EPROM

4K EEPROM32K EEPROM

16M ROM

4M EPROM

BiCMOS ICs

8M ROM

32-BIT MCU

16M DRAM

4M SRAM

1M SRAM

RISC 64-BIT MPU

1M EEPROM

32M ROM64M ROM

16M EPROM

MICROWAVE ANALOG

ASIC

4M EEPROM

64M DRAM

16-BIT MPU

4M FLASH1M FLASH

Figure 5-1. IC Product Lifecycle (1995)

In the coming years, the number of “military-only” ICs will dwindle. The U.S. Department ofDefense has issued a mandate for military procurement to buys COTS (commercial off the shelf)ICs in greater numbers. Off-the-shelf products, besides often being state of the art and readilyavailable, offer many of the performance characteristics of military-standard parts but at a muchreduced price.

As IC manufacturers concentrate capital resources and R&D efforts on commercial ICs in the earlypart of their lifecycles, less support will be given to devices in the saturation and decline stages.This situation becomes especially serious for military IC users when an IC part that is in the matu-rity stage of the military lifecycle (with maybe more than 10 years left in the system’s lifetime) isalso in the decline stage of the commercial IC lifecycle.

IC PRODUCT MARKET TRENDS

The evolution of the major IC product segments is depicted in Figure 5-3. Standard bipolar TTLlogic continues to lose marketshare to CMOS standard products and ASIC devices. Suffice it tosay just about every product made using bipolar technology is losing marketshare, period.Analog ICs are forecast to decline in marketshare and account for 11 percent of the total IC mar-

IC Product Overview


INTRODUCTION GROWTH MATURITY SATURATION DECLINE

SA

LE

S

14487F

ACL/FCT

Source: TI/ICE, "Status 1996"

64K CMOS SRAM

16K CMOS SRAM STTL 16K DRAM

256K CMOS SRAM

AS/FAST

256K DRAM LTTL

GaAs

CMOS EEPROM

BIPOLAR LINEAR

BIPOLAR RAM DTLLin ASIC

CMOS LINEAR

NMOS EEPROM

FPGA

ASIC

NMOS MPU NMOS SRAM

FL. PT. DSP

1M DRAM

ALSTTL

BCT

CMOS PLD

BIPOLAR PAL

4M DRAM

FX. PT. DSP

ECL LOGIC

NMOS EPROM

BIPOLAR PROM

LSTTL

NMOS DSP

TTL

64K DRAM

BIPOLAR MPU

OBSOLETE

HTTL

SUHL

Figure 5-2. 1995 Military IC Product Lifecycle

ket in the year 2000, partly due to ICE’s inclusion of the fast growing mixed-mode standard cellASICs in the MOS logic category. Moreover, many consumer and industrial applications are mov-ing to digital circuitry.

The MOS microcomponent segment, which held only 12 percent of the total IC market in 1982,was estimated to account for 26 percent of the overall market in 1995. As will be discussed inanother section, MPUs and MCUs are becoming more and more like a complete system on a chip.One only has to consider the Pentium Pro and the PowerPC to realize this. Large amounts ofmemory and control circuitry are now being implemented on MPU and MCU devices. Althoughthere will be increased competition in the MCU and RISC and CISC MPU markets, the rising com-plexity and density of these devices will allow the microcomponent segment to grow at a paceabout equal to the total IC market.

IC Product Overview


100

90

80

70

60

50

40

30

20

10

0

1982 $10.2B

29%

49%

MOS MEMORY

12%

25%

13%

15%

19%

<1%22%

11%4%

<1%1%

ANALOG

BIPOLAR LOGIC

MOS LOGIC*

MOS MPUs, MCUs AND PERIPHERALS

Year

Per

cen

t

12098R

OTHER

BIPOLAR MEMORY

1994 $90.3B

2000 (FCST) $331.9B

*Includes GaAs

1993 $68.0B

1995 (EST)

$128.5B

31%36%

20% 19%

5% 3%

28%26%

16% 16%

41%

2%

26%

17%

14%

Source: ICE, "Status 1996"

Figure 5-3. Worldwide Merchant Market IC Product Trends

The MOS memory market segment has displayed tremendous growth since 1993. Its percent ofthe worldwide IC industry is forecast to increase to 49 percent by the year 2000. As MOS memo-ry products become more specialized (graphics RAMs, FIFOs, low-power versions, etc.), they willbecome less of a “commodity” and subsequently command higher prices than non-specializedmemory parts.

In terms of dollars, MOS memory and MOS microcomponents are easily the two largest IC prod-uct segments. ICE estimates that in 1995, 67 percent of all IC dollars were from one of these twocategories. Further, ICE forecasts that in the year 2000, 74 percent of IC sales will be from prod-ucts in one of these two categories. Large shipments of Pentium- and PowerPC-based systemswill stir the microcomponent segment to new sales levels. Additionally, new operating systemsoftware such as new versions of Windows95 will drive memory sales in the coming years.

Figure 5-4 shows the 1995 IC prod-uct market by units. Analog (linear)ICs led the way in unit shipmentsaccounting for 43 percent of the totalunit volume (but only 14 percent ofthe worldwide IC dollar volume).As far as leadframe and moldingcompound manufacturers were con-cerned, much of the IC unit actionremained in the bipolar (especiallyanalog) marketplace.

On the other hand, ICE estimatesthat MOS memory ICs represented13 percent of the units shipped in1995 and MOS microcomponents about nine percent. However, together these two segmentsaccounted for 67 percent of the 1995 IC dollar market.

IC PRODUCT MARKET FORECAST

Figure 5-5 depicts the 1992-1995 history of the IC market by major product type. With the excep-tion of the bipolar memory, most bipolar logic, and EPROM markets, all IC segments grew rathernicely during the time period. In fact, 1995 represented the third consecutive year of greater-than-30-percent overall growth in the IC industry.

Shown in Figure 5-6 is ICE’s forecast of the various IC products through the year 2000. On thewhole, ICE forecasts that growth rates of MOS products will continue on an upward course,though at a somewhat slower pace than was seen in the first part of the decade.

IC Product Overview


Analog 43%

MOS Logic 25%

MOS Memory 13%

Digital Bipolar 10%

Microcomponent 9%

Total ≈49.0B

20410Source: ICE, "Status 1996"

Figure 5-4. 1995 Worldwide Merchant IC Product Marketshare (Units)

IC Product Overview


Product Category1992 ($M)

Bipolar Memory

Total Bipolar Memory

Analog

Total Analog

Bipolar Logic

Total Bipolar Logic

MOS Microcomponents

Total Microcomponents

MOS Memory

Total MOS Memory

MOS Logic

Total MOS Logic

Total ICs

Bipolar RAM

Bipolar PROM

Amplifiers

Interface

Consumer/Automotive

Volt. Reg. and Ref.

Data Conversion

Comparators

Other (including Telecom)

ECL GPL

Schottky/Other

Other Special Purpose

Gate Array/Std. Cell*

MPU/MCU/MPR

FPL

MPUs

MCUs

MPRs

DRAM

SRAM

EPROM

ROM

EEPROM

Flash

Other Memory

General Purpose Logic

Gate Array*

Standard Cell*

FPL (PLDs)


1993 ($M)

1993 Percent Change

1994 ($M)

1994 Percent Change

1995 ($M, EST)

1992-1995�CAGR

(Percent)

1992-2000�CAGR

(Percent)

245�

110�

355�

�

820�

685�

3,905�

715�

735�

140�

2,095�

9,095�

�

190�

1,120�

335�

970�

100�

280�

2,995�

�

5,460�

5,245�

3,205�

13,910�

�

8,525�

2,890�

1,250�

1,225�

480�

270�

200�

14,840�

�

1,075�

2,915�

2,280�

665�

3,745�

10,680�

51,875

190�

90�

280�

�

1,000�

855�

4,640�

915�

855�

175�

2,665�

11,105�

�

175�

1,300�

430�

865�

55�

230�

3,055�

�

8,590�

6,560�

3,925�

19,075�

�

13,140�

3,295�

1,350�

1,625�

600�

640�

350�

21,000�

�

1,440�

3,555�

2,745�

960�

4,735�

13,435�

67,950

–22�

–18�

–21�

�

22�

25�

19�

28�

16�

25�

27�

22�

�

–8�

16�

28�

–11�

–45�

–18�

2�

�

57�

25�

22�

37�

�

54�

14�

8�

33�

25�

137�

75�

42�

�

34�

22�

20�

44�

26�

26�

31

150�

60�

210�

�

1,205�

1,120�

5,570�

1,250�

905�

195�

3,855�

14,100�

�

180�

1,100�

530�

730�

20�

155�

2,715�

�

10,995�

8,275�

4,550�

23,820�

�

23,420�

3,755�

1,390�

1,890�

720�

865�

415�

32,455�

1,835�

4,410�

3,660�

1,120�

5,980�

17,005�

90,305

–21�

–33�

–25�

�

21�

31�

20�

37�

6�

11�

45�

27�

�

3

–15�

23�

–16�

–64�

–33�

–11�

�

28�

26�

16�

25�

�

78�

14�

3�

16�

20�

35�

19�

55�

�

27�

24�

33�

17�

26�

27�

33

–15

–21

–17

27

19

22

33

15

16

29

24

2

–1

17

–6

–57

–25

–3

37

27

37

34

68

28

3

18

23

88

32

53

29

23

27

36

27

27

35

–17

–26

–19

20

12

18

23

14

12

21

19

–2

–9

1

–14

–44

–22

–9

26

22

27

25

41

23

–5

5

17

47

19

35

21

18

24

26

20

21

26

150

55

205

1,660

1,155

7,100

1,685

1,120

220

4,450

17,390

200

1,085

535

800

8

120

2,748

14,090�

10,865

8,255

33,210

40,700

6,000

1,365

2,010

885

1,800

465

53,225

2,330

5,395

4,700

1,660

7,630

21,715

128,493

1995 Percent Change

0

–8

–2

38

3

27

35

24

13

15

23

11

–1

1

10

–60

–23

1

28�

31

81

39

74

60

–2

6

23

108

12

64

27

22

28

48

28

28

42

20264A

* Including NREsSource: ICE, "Status 1996"

Figure 5-5. 1992-1995 IC Market Segment Analysis

IC Product Overview


Product Category

Bipolar Memory


Analog

Total Analog

Bipolar Logic

Total Bipolar Logic

MOS Microcomponents


MOS Memory

Total MOS Memory

MOS Logic

Total MOS Logic

Total ICs

Bipolar RAM

Bipolar PROM

Amplifiers

Interface

Consumer/Automotive

Volt. Reg. and Ref.

Data Conversion

Comparators


ECL GPL

Schottky/Other



MPU/MCU/MPR

FPL

MPUs

MCUs

MPRs

DRAM

SRAM

EPROM

ROM

EEPROM

Flash

Other Memory


Gate Array*

Standard Cell*

FPL (PLDs)


1996 Percent Change

1997 Percent Change

1995 ($M, EST)

1996 ($M,

FCST)

1997 ($M,

FCST)

1998 ($M,

FCST)

1995-2000�CAGR

(Percent)

90

20

110

2,430

1,360

10,500

2,625

1,510

275

6,670

25,370

200

800

470

425

2

60

1,957

24,055

19,225

16,085

59,365

75,265

10,280

1,035

1,960

1,235

3,535

640

93,950

3,390

8,050

8,180

2,760

11,250

33,630

214,382

1999 ($M,

FCST)

70

15

85

2,870

1,500

12,500

3,150

1,720

310

8,000

30,050

180

680

420

340

1

50

1,671

28,915

22,360

18,725

70,000

100,595

12,235

935

1,925

1,420

4,500

715

122,325

4,000

9,400

10,050

3,435

13,275

40,160

264,291

130

40

170

1,960

1,210

8,325

2,025

1,285

240

5,150

20,195

215

1,050

520

675

4

90

2,554

17,160

13,505

11,090

41,755

50,075

7,200

1,240

2,050

1,020

2,300

530

64,415

2,680

6,200

5,700

1,940

8,825

25,345

154,434

–13

–27

–17

18

5

17

20

15

9

16

16

8

–3

–3

–16

–50

–25

–7

22�

24�

34

26

23

20

–9

2

15

28

14

21

15

15

21

17

16

17

20

110

30

140

2,115

1,270

8,960

2,225

1,360

250

5,650

21,830

215

950

500

530

3

70

2,268

20,155

16,065

13,195

49,415

57,715

8,435

1,120

1,980

1,090

2,830

575

73,745

2,950

7,000

6,650

2,255

9,600

28,455

175,853

–15

–25

–18

8

5

8

10

6

4

10

8

—

–10

–4

–21

–25

–22

–11

17

19

19

18

15

17

–10

–3

7

23

8

14

10

13

17

17

9

12

14

1998 Percent Change

–18

–33

–21

15

7

17

18

11

10

18

16

–7

–16

–6

–20

–33

–14

–14

19

20

22

20

30

22

–8

–1

13

25

11

27

15

15

23

22

17

18

22

–18

–29

–21

16

7

16

18

13

10

17

16

–4

–13

–7

–19

–34

–20

–12

20

19

21

20

27

20

–9

–1

14

26

12

25

16

16

22

21

16

17

21

150

55

205

1,660

1,155

7,100

1,685

1,120

220

4,450

17,390

200

1,085

535

800

8

120

2,748

14,090�

10,865

8,255

33,210

40,700

6,000

1,365

2,010

885

1,800

465

53,225

2,330

5,395

4,700

1,660

7,630

21,715

128,493

1999 Percent Change

–22

–25

–23

18

10

19

20

14

13

20

18

–10

–15

–11

–20

–50

–17

–15

20

16

16

18

34

19

–10

–2

15

27

12

30

18

17

23

24

18

19

23

2000 Percent Change

–21

–33

–24

20

10

20

21

18

15

23

20

–11

–19

–11

–16

—

–20

–16

23

16

14

18

36

23

–10

–3

20

29

15

33

20

18

25

27

19

21

26

2000 ($M,

FCST)

55

10

65

3,445

1,650

15,000

3,810

2,030

355

9,840

36,130

160

550

375

285

1

40

1,411

35,455

25,890

21,440

82,785

136,780

15,050

845

1,875

1,700

5,800

825

162,875

4,800

11,100

12,550

4,350

15,800

48,600

331,866

20265A


Figure 5-6. 1995-2000 IC Market Segment Analysis

Figure 5-7 lists the cumulative average annual growth rates (CAGRs) for various IC product seg-ments during three separate time periods. As noted earlier, any product with the word “bipolar”attached to it appears to be part of a dying breed. Meanwhile, the 1990’s will be dominated bygrowth in the MOS memory and MOS microcomponent segments.

What is impressive is the 53 percent CAGR for MOS memory products from 1992-1995. This wasa very sizable market to begin with in 1992. For a “mature” MOS memory market to grow asmuch as it did during the first half of the decade is quite amazing. DRAMs, flash memory, andSRAMs contributed most to the dramatic increase in the size of the MOS memory market.

ICE forecasts the fastest growing individual products for the second half of the decade in Figure5-8. Here the best performing products are shown with the highest CAGRs. DRAMs, flash mem-ory devices, and ASIC products top the list of products that will flourish during the next fiveyears. Japanese and Korean companies have diversified from memory products and moved togreater production of ASICs, especially standard cells.

Figure 5-9 reinforces what has been displayed in previous graphs. MOS memory, microcompo-nents, and logic are amassing a greater percentage of the overall IC market. The “other” catego-ry is mostly attributed to analog devices. By the year 2000, it is forecast to account for only 11 per-cent of the overall IC market. Figures 5-10 and 5-11 further define the percentage that each prod-uct segment contributes to the overall IC market.

Figure 5-12 ranks the top IC products by the 1995 growth rates. As a group, ICE estimates the“hot” IC products grew 73 percent in 1995 and represented 45 percent of the total IC market. Theleading growth segments are those from categories that have been highlighted so far; MOS mem-ory, MOS microcomponent (MPR), and ASIC devices. Flash memory, a relative newcomer to theIC industry, will likely make the “hot” IC list for several years as the nascent market matures.Another “hot” IC segment is the programmable logic device (PLD) market. It is estimated to havegrown 48 percent in 1995.

IC Product Overview


Bipolar Memory

Bipolar Logic

Analog

MOS Microcomponents

MOS Memory

MOS Logic

Total ICs

–17%�

–3%

24%�

34%�

53%�

27%�

35%

–21%�

–12%�

16%�

20%�

25%�

17%�

21%

–19%�

–9%�

19%�

25%�

35%�

21%�

26%

1992-1995 CAGR

1995-2000�CAGR

1992-2000 CAGR

20238ASource: ICE, "Status 1996"

Figure 5-7. Cumulative Average Annual Growth Rates (CAGRs) of IC Product Segments

Unfortunately for some IC companies, their product portfolios are “thin” on new and innovativeproducts and “heavy” on older mature devices. Bipolar digital IC products head the list of “not-so-hot” IC devices for 1994 and 1995 (Figure 5-13). The percent decline of the “not-so-hot” prod-ucts has been steep and the combined total dollar volume of the five product segments is esti-mated to have amounted to two percent of the total IC market in 1995.

IC Product Overview


Product CategoryCAGR

(Percent)

DRAM

Flash

MOS Standard Cell*

MOS FPL (PLDs)

MOS MPRs

MOS MPUs

SRAM

MOS MCUs

Volt. Reg. and Ref.

Other Analog (Including Telecom)

Amplifiers

Consumer Analog

General Purpose MOS Logic

MOS Gate Array*

Special Purpose MOS Logic

EEPROM

Data Conversion

Other MOS Memory

Comparators

Interface

ROM

ECL GPL

Special Purpose Bipolar Logic

EPROM

Schottky/Other Gen. Pur.

Bipolar RAM

Bipolar Gate Array/Standard Cell*

Bipolar FPL (PLDs)

Bipolar PROM

Bipolar MPU/MCU/MPR

Total ICs

27

26

22

21

21

20

20

19

18

17

16

16

16

16

16

14

13

12

10

7

–1

–4

–7

–9

–13

–18

–19

–20

–29

–34

21

*Including NREs20262ASource: ICE, "Status 1996"

Figure 5-8. IC Products Ranked by CAGR (1995-2000)

ANALOG IC TRENDS

Overview

Integrated circuits can be classified into two general categories, digital and analog (synonymouswith linear). Digital ICs process on-off electrical signals, represented by the binary digits “1” and“0.” Analog ICs represent “real-world” phenomena such as temperature, pressure, sound,images, speed, acceleration, position, and rotation angles—that is, continuously varying voltagesand currents. Analog ICs oftentimes take this real-world data and convert it to a digital formatwhere upon it is manipulated, displayed, or otherwise stored.

The analog IC market has historically been more stable than the digital market. Compared to thedigital IC marketplace, overspending and overcapacity have not been significant problems foranalog IC vendors. Although the digital IC market has traditionally been viewed as more glam-orous, the analog market has given numerous IC producers years of steady and usually profitablebusiness.

After declining slightly during the 4Q90 through 1Q92 time period, the analog IC market dis-played renewed strength (Figure 5-14). Overall, ICE forecasts that the analog market will grow atan average annual rate of 16 percent from 1995 through 2000 (Figure 5-15). Anticipated growthrates for the second half of the decade are forecast to be slower than they were during the 1992-1995 time period, but the analog market will still be a growing force.

As a percentage of the overall IC market, the presence of analog products is shrinking (Figure 5-16). As shown in Figure 5-17, analog ICs made up 18 percent of the total IC market in 1992, butare estimated to have accounted for 14 percent of the total IC market in 1995.

IC Product Overview


1992 $51.9B

1995 (EST) $128.5B

2000 (FCST) $331.9B

MOS Memory

29%MOS

Memory 41%

MOS Memory

49%

MOS Microcomponents

27%

MOS Microcomponents

26%

MOS Microcomponents

25%

MOS Logic 21%

MOS Logic 17%

MOS Logic 15%

Other 23%

Other 16%

Other 11%


Figure 5-9. MOS Memory, Microcomponents Dominate IC Market

IC Product Overview


Product Category1992 ($M)

Bipolar Memory


Analog

Total Analog

Bipolar Logic

Total Bipolar Logic

MOS Microcomponents


MOS Memory

Total MOS Memory

MOS Logic

Total MOS Logic

Total ICs

Bipolar RAM

Bipolar PROM

Amplifiers

Interface

Consumer/Automotive

Volt. Reg. and Ref.

Data Conversion

Comparators


ECL GPL

Schottky/Other



MPU/MCU/MPR

FPL

MPUs

MCUs

MPRs

DRAM

SRAM

EPROM

ROM

EEPROM

Flash

Other Memory


Gate Array*

Standard Cell*

FPL (PLDs)


1993 ($M)

Percent of 1992 Market

1994 ($M)

1995 ($M, EST)

245�

110�

355�

�

820�

685�

3,905�

715�

735�

140�

2,095�

9,095�

�

190�

1,120�

335�

970�

100�

280�

2,995�

�

5,460�

5,245�

3,205�

13,910�

�

8,525�

2,890�

1,250�

1,225�

480�

270�

200�

14,840�

�

1,075�

2,915�

2,280�

665�

3,745�

10,680�

51,875

190�

90�

280�

�

1,000�

855�

4,640�

915�

855�

175�

2,665�

11,105�

�

175�

1,300�

430�

865�

55�

230�

3,055�

�

8,590�

6,560�

3,925�

19,075�

�

13,140�

3,295�

1,350�

1,625�

600�

640�

350�

21,000�

�

1,440�

3,555�

2,745�

960�

4,735�

13,435�

67,950

0.5

0.2

0.7

1.6

1.3

7.5

1.4

1.4

0.3

4.0

17.5

0.4

2.2

0.6

1.9

0.2

0.5

5.8

10.5

10.1

6.2

26.8

16.4

5.6

2.4

2.4

0.9

0.5

0.4

28.6

2.1

5.6

4.4

1.3

7.2

20.6

0.3

0.1

0.4

1.5

1.3

6.8

1.3

1.3

0.3

3.9

16.3

0.3

1.9

0.6

1.3

0.1

0.3

4.5

12.6

9.7

5.8

28.1

19.3

4.8

2.0

2.4

0.9

0.9

0.5

30.9

2.1

5.2

4.0

1.4

7.0

19.8

0.1

0.1

0.2

1.3

1.2

6.2

1.4

1.0

0.2

4.3

15.6

0.2

1.2

0.6

0.8

—

0.2

3.0

12.2

9.2

5.0

26.4

25.9

4.2

1.5

2.1

0.8

1.0

0.5

35.9

2.0

4.9

4.1

1.2

6.6

18.8

0.1

—

0.1

1.3

0.9

5.5

1.3

0.9

0.2

3.5

13.6

0.2

0.8

0.4

0.6

—

0.1

2.1

11.0�

8.5

6.4

25.9

31.7

4.7

1.1

1.6

0.7

1.4

0.4

41.4

1.8

4.2

3.7

1.3

5.9

16.9

150�

60�

210�

�

1,205�

1,120�

5,570�

1,250�

905�

195�

3,855�

14,100�

�

180�

1,100�

530�

730�

20�

155�

2,715�

�

10,995�

8,275�

4,550�

23,820�

�

23,420�

3,755�

1,390�

1,890�

720�

865�

415�

32,455�

1,835�

4,410�

3,660�

1,120�

5,980�

17,005�

90,305

150

55

205

1,660

1,155

7,100

1,685

1,120

220

4,450

17,390

200

1,085

535

800

8

120

2,748

14,090�

10,865

8,255

33,210

40,700

6,000

1,365

2,010

885

1,800

465

53,225

2,330

5,395

4,700

1,660

7,630

21,715

128,493




20414


Figure 5-10. 1992-1995 IC Market Segment Analysis (Percent)

IC Product Overview


Product Category1996 ($M,

FCST)Bipolar Memory


Analog

Total Analog

Bipolar Logic

Total Bipolar Logic

MOS Microcomponents


MOS Memory

Total MOS Memory

MOS Logic

Total MOS Logic

Total ICs

Bipolar RAM

Bipolar PROM

Amplifiers

Interface

Consumer/Automotive

Volt. Reg. and Ref.

Data Conversion

Comparators


ECL GPL

Schottky/Other



MPU/MCU/MPR

FPL

MPUs

MCUs

MPRs

DRAM

SRAM

EPROM

ROM

EEPROM

Flash

Other Memory


Gate Array*

Standard Cell*

FPL (PLDs)


1997 ($M,

FCST)


1998 ($M,

FCST)

1999 ($M,

FCST)

130

40

170

1,960

1,210

8,325

2,025

1,285

240

5,150

20,195

215

1,050

520

675

4

90

2,554

17,160

13,505

11,090

41,755

50,075

7,200

1,240

2,050

1,020

2,300

530

64,415

2,680

6,200

5,700

1,940

8,825

25,345

154,434

110

30

140

2,115

1,270

8,960

2,225

1,360

250

5,650

21,830

215

950

500

530

3

70

2,268

20,155

16,065

13,195

49,415

57,715

8435

1,120

1,980

1,090

2,830

575

73,745

2,950

7,000

6,650

2,255

9,600

28,455

175,853

0.1

—

0.1

1.3

0.8

5.4

1.3

0.8

0.2

3.3

13.1

0.1

0.7

0.3

0.4

—

0.1

1.7

11.1

8.7

7.2

27.0

32.4

4.7

0.8

1.3

0.7

1.5

0.3

41.7

1.7

4.0

3.7

1.3

5.6

16.4

0.1

—

0.1

1.2

0.7

5.1

1.3

0.8

0.1

3.2

12.4

0.1

0.5

0.3

0.3

—

—

1.3

11.5

9.1

7.5

28.1

32.8

4.8

0.6

1.1

0.6

1.6

0.3

41.9

1.7

4.0

3.8

1.3

5.5

16.2

0.1

—

0.1

1.1

0.6

4.9

1.2

0.7

0.1

3.1

11.8

0.1

0.4

0.2

0.2

—

—

0.9

11.2

9.0

7.5

27.7

35.1

4.8

0.5

0.9

0.6

1.6

0.3

43.8

1.6

3.8

3.8

1.3

5.2

15.7

—

—

—

1.1

0.6

4.7

1.2

0.7

0.1

3.0

11.4

0.1

0.3

0.2

0.1

—

—

0.6

10.9

8.5

7.1

26.5

38.1

4.6

0.4

0.7

0.5

1.7

0.3

46.3

1.5

3.6

3.8

1.3

5.0

15.2

90

20

110

2,430

1,360

10,500

2,625

1,510

275

6,670

25,370

200

800

470

425

2

60

1,957

24,055

19,225

16,085

59,365

75,265

10,280

1,035

1,960

1,235

3,535

640

93,950

3,390

8,050

8,180

2,760

11,250

33,630

214,382

70

15

85

2,870

1,500

12,500

3,150

1,720

310

8,000

30,050

180

680

420

340

1

50

1,671

28,915

22,360

18,725

70,000

100,595

12,235

935

1,925

1,420

4,500

715

122,325

4,000

9,400

10,050

3,435

13,275

40,160

264,291




2000 ($M,

FCST)


—

—

—

1.0

0.5

4.5

1.1

0.6

0.1

3.0

10.9

—

0.2

0.1

0.1

—

—

0.4

10.7

7.8

6.5

25.0

41.2

4.5

0.3

0.6

0.5

1.7

0.2

49.1

1.4

3.3

3.8

1.3

4.8

14.6

55

10

65

3,445

1,650

15,000

3,810

2,030

355

9,840

36,130

160

550

375

285

1

40

1,411

35,455

25,890

21,440

82,785

136,780

15,050

845

1,875

1,700

5,800

825

162,875

4,800

11,100

12,550

4,350

15,800

48,600

331,866

20415

* Including NREs


Figure 5-11. 1996-2000 IC Market Segment Analysis (Percent)

IC Product Overview


1995 Rank

1

2

3

4

5

—

"Hot Products"

Flash Memory

MPRs

DRAM

SRAM

PLDs

Total

1994/1993 Percent

Change ($)

35�

16�

78�

14�

17�

54

1994 Market

($M)

865�

4,550�

23,420�

3,755�

1,120�

33,710

1995 Market

(EST, $M)

1,800�

8,255�

40,700

6,000�

1,660�

58,415

1995/1994 Percent

Change ($)

108�

81�

74

60�

48�

73

16885HSource: ICE, "Status 1996"

Figure 5-12. 1995 “Hot” IC Products

1995 Rank "Not-So-Hot" Products

1994/1993 Percent

Change ($)

1994 Market

($M)

1

2

3

4

5

—

Bipolar MPU/MCU/MPR

Bipolar PLDs

Bipolar PROM

EPROM

Schottky/Gen. Purp. Bipolar Logic

Total

–64�

–33�

–33�

3�

–15�

–10

20�

155�

60�

1,390

1,100

2,725

8

120

55

1,365

1,085

2,633

–60

–23�

–8

–2

–1

–3

16886H

1995/1994 Percent

Change ($)

1995 Market

(EST, $M)


Figure 5-13. 1995 “Not-So-Hot” IC Products

1,200

1,600

2,000

2,400

2,800

3,200

3,600

4,000

4,400

4,800

5,200

5,600

4Q3Q2Q1Q4Q3Q2Q1Q4Q3Q2Q1Q4Q3Q2Q1Q4Q3Q2Q1Q4Q3Q2Q1Q0.50

0.52

0.54

0.56

0.58

0.60

0.62

0.64

0.66

0.68

0.70

0.72

0.74

0.76

0.78

0.80

0.82

Year

Bill

ing

s In

Mill

ion

s

AS

P (

$)

16929G

Dollars

ASPUnits

5,600

$0.77

4,315

1990 1991 1992 1993 1994 1995(EST)


Figure 5-14. Analog Market Trends (Dollars and Units in Millions)

IC Product Overview


Amplifiers

Interface

Special Consumer

Voltage Regs & Refs

Data Conversion

Comparators

Other Analog

Total Analog

27%�

19%�

22%�

33%�

15%�

16%�

29%�

24%

16%�

7%�

16%�

18%�

13%�

10%�

17%�

16%

20%�

12%�

18%�

23%�

14%�

12%�

21%�

19%

1992-1995 1995-2000 1992-2000

20249BSource: ICE, "Status 1996"

Figure 5-15. Analog IC Market CAGRs

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

1995 (EST)

199419931992

Mill

ion

s o

f D

olla

rs

Year

Total IC

Total Analog

Analog Market ($M)

Percent Change

Total IC Market ($M)

Percent Change

9,095�

5�

51,875�

12

11,105�

22�

67,950�

31

14,100�

27�

90,305�

33

17,390�

23�

128,493�

42

1992 1993 1994 1995 (EST)


Figure 5-16. Growth of Analog and Total IC Markets

Regional Markets

Regionally, Japan and the ROW were tied as the largest consuming regions of analog ICs in 1995(Figures 5-18 and 5-19). Japan’s large, indigenous consumer products industry has kept it theleading market for analog ICs.

However, since the early 1990’s, Japan’s share of the analog market has slipped. One element con-tributing to this decline has been the economic doldrums that have plagued the island nation sincearound 1990. Without the support of its huge domestic market, Japan cannot maintain its largeshare of the analog market.

A second factor promoting a smaller Japanese analog market is the fact that manufacturers inKorea, Taiwan, and other Pacific-rim countries have undermined Japanese manufacturers’ prices.Demand for electronics in Southeast Asia and North America was met by companies in thesecountries.

By the year 2000, the analog IC market is expected to be greatest in the ROW region. This shift inconsumption will result from intensified competition from ROW countries involved in the con-sumer products sector. Additionally, in order to take advantage of low labor costs and to reducethe effects of the strong yen, Japanese companies are increasingly willing to farm-out low-endassembly of consumer products to ROW locations.

IC Product Overview


0

2

4

6

8

10

12

14

16

18

20

1996 (FCST)

1995 (EST)

199419931992

Per

cen

t

Year20387A

18%

16% 16%

14%13%


Figure 5-17. Analog IC Percent of Total IC Market

IC Product Overview


0

10

20

30

40

50

60

70

80

90

100

North America

34%23%

20%

25%

26%

33%

31%

8%

1982 $2.3B

YEAR12119P

PE

RC

EN

T

ROW

Japan

Europe

1991 $9.0B

25%

32%

19%

24%

28%

28%

21%

23%

38%

20%

21%

21%

1993 $11.1B

1995 $17.4B (EST)

2000 $36.1B (FCST)


Figure 5-18. Analog IC Market Trends ($)

100

200

300

400

500

600

700

800

900

1,000

1,100

1,200

1,300

1,400

1,500

North America Europe Japan Asia Pacific

692 708

769

829

900 906975

843

732

807 817853876

949983

1,000

609

931 946966

1,016

1,210 1,2001,192

775

Mill

ion

s o

f D

olla

rs

Source: WSTS/ICE, "Status 1996" 17895G

973

1,075

1,0731,091

1,334

1,228

1,140

3Q944Q94

1Q952Q95

3Q954Q95 (EST)

1Q942Q94

3Q944Q94

1Q952Q95

3Q954Q95 (EST)

1Q942Q94

3Q944Q94

1Q952Q95

3Q954Q95 (EST)

1Q942Q94

3Q944Q94

1Q952Q95

3Q954Q95 (EST)

1Q942Q94

Market Change 1995/1994 +19% +30% +21% +27%

Figure 5-19. Quarterly Analog Geographic Market Trends

Leading Manufacturers

Though digital ICs are primarily thecenter of headlines and pressannouncements, there remainnumerous opportunities for thosecompanies focused on the analogsegment of the semiconductor mar-ket. The leading analog IC suppliersfor 1995 are shown in Figure 5-20.Most of the companies shown in thefigure saw their analog salesincrease at about the same pace asthe analog market itself. ICE esti-mates that North American andJapanese companies produced themajoity of analog ICs in 1995 (Figure5-21). The European marketshare isalmost exclusively due to SGS-Thomson and Philips.

A great deal of analog ICs wereimported into ROW countries.Although the ROW market manu-factured only about six percent of allanalog ICs, it consumed 28 percentthe output (Figure 5-22).

The North American segment isquite the opposite. ICE estimatesthat North American producersmade 38 percent of all analogdevices, but consumed only 23 per-cent of the total analog volume.Many of the major North Americananalog IC vendors (National,Motorola, TI, Analog Devices) stat-ed that about half (or more) of theiranalog ICs are exported, lendingsupport to the figures shown above.

IC Product Overview


1

2

3

4

5

6

7

8

9

10

SGS-Thomson

Philips

Motorola

Toshiba

Matsushita

National

NEC

TI

Sanyo

Analog Devices

Company1994�($M)

1995 Rank

12118S

1,195�

958�

923�

925�

920�

901�

765�

825�

780�

625

1995�(EST, $M)

1995/1994 Percent Change

1,610�

1,275�

1,195�

1,175�

1,135�

1,115�

1,050�

1,025�

910�

670

34�

33�

29�

27�

23�

24�

37�

24�

17�

7

Source: ICE, "Status1996"

Figure 5-20. Worldwide Top Ten Analog IC Manufacturers

ROW Companies

6%14500L

North American Companies

38%

Japanese Companies

36%

European Companies

20%


1995 (EST) $17.4B

Figure 5-21. Analog IC Production

Region Consumption Production

North America

Japan

Europe

ROW

23�

28�

21�

28

38

36

20

6

20258Source: ICE, "Status 1996"

Figure 5-22. 1995 Analog IC Consumption/ProductionComparison (Percent of Total)

Product Segments

Listed below are definitions of the principal analog product categories and their functions. Inaddition, the market size, unit shipments, and ASPs for the 1990-1995 time period are shown foreach category.

Amplifiers

Amplifiers (amps) are circuits that amplify the voltage or output current of a device. The ampli-fication represents the ratio of the output voltage or current to the input voltage or current.Examples include operational amps, instrumentation amps, buffers, general purpose video amps,and RF ICs (MMIC devices).

The history of the amplifier market during the first half of the 1990’s is shown in Figure 5-23.CMOS amps have advantages in energy conservation and die size, but are rather limited in theiravailability and are generally higher priced as well. This has prevented them from gaining theupper hand over bipolar amplifiers.

IC Product Overview


0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

199519941993199219911990

0.00

0.05

0.10

0.15

0.20

0.25

0.30

0.35

0.40

Bill

ing

s in

Mill

ion

s

AS

P (

$)Market ($M)

Units (M)

ASP ($)

Market ($M)

Units (M)

ASP ($)

940�

2,735�

0.34

885�

2,894�

0.31

820�

2,685�

0.31

1,000�

3,089�

0.32

1,205�

3,454�

0.35

1,660�

4,350�

0.38

Year


Figure 5-23. 1990-1995 Amplifier Market

Bipolar or CMOS, vendors have introduced several new amps in the past few years, many ofwhich are far superior to their predecessors. The new amps reduce the wide-ranging trade-offs ofspeed, power, cost, accuracy, and size. Several manufacturers have even gone as far as to maketheir amps application-specific, providing special features unique to a system. Most new ampli-fiers have targeted low-power, single-supply applications.

Voltage Regulators and References

Voltage regulators control the voltage of a device or circuit at a specified level and are often usedto protect sensitive electronic systems from voltage overloads. References serve as electronicbenchmarks, allowing the voltage of a given device to be compared against an established stand-ard. The voltage regulator and reference market is shown in Figure 5-24.

Interface

Interface ICs act as an intermediary to transfer signals between or within electronic systems.Examples include driver circuits such as line drivers, receivers, keyboard encoders, error check-ing circuits, and display drivers. Figure 5-25 shows the recent interface IC market.

IC Product Overview


0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

199519941993199219911990

0.00

0.05

0.10

0.15

0.20

0.25

0.30

0.35

0.40

0.45

Bill

ing

s in

Mill

ion

s

AS

P (

$)Market ($M)

Units (M)

ASP ($)

Market ($M)

Units (M)

ASP ($)

625�

1,878�

0.33

670�

2,092�

0.32

715�

2,139�

0.33

915�

2,526�

0.36

1,250�

3,080�

0.41

1,685�

4,130�

0.41

Year


Figure 5-24. 1990-1995 Voltage Regulator and Reference Market

Data Converters

Data converters are mixed-signal circuits (analog/digital circuitry) containing more than 50 per-cent analog chip area. Data converters change linear signals into digital signals, or vice versa, andare often referred to as A/D or D/A converters. Figure 5-26 displays the market for data con-verters.

After increasing 16 percent in 1993, the data conversion market grew six percent in 1994. This seg-ment is estimated to have rebounded to 24 percent growth in 1995.

Comparators

Comparators are those analog ICs designated as voltage comparators. Figure 5-27 shows therecent market history for comparator ICs.

IC Product Overview


0

200

400

600

800

1,000

1,200

1,400

199519941993199219911990

0.00

0.10

0.20

0.30

0.40

0.50

0.60

0.70

0.80

0.90

1.00

Bill

ing

s in

Mill

ion

s

AS

P (

$)

Market ($M)

Units (M)

ASP ($)

Market ($M)

Units (M)

ASP ($)

620�

860�

0.72

630�

887�

0.71

685�

968�

0.71

855�

1,132�

0.76

1,120�

1,231�

0.91

1,155�

1,330�

0.87

Year


Figure 5-25. 1990-1995 Interface Market

IC Product Overview


0

200

400

600

800

1,000

1,200

1995 (EST)

19941993199219911990

0.00

0.50

1.00

1.50

2.00

2.50

3.00

3.50

Bill

ing

s in

Mill

ion

s

AS

P (

$)Market ($M)

Units (M)

ASP ($)

Market ($M)

Units (M)

ASP ($)

650�

249�

2.61

665�

251�

2.65

735�

277�

2.65

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Figure 5-26. 1990-1995 Data Conversion Market

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Figure 5-27. 1990-1995 Comparator Market

Special Consumer

Special consumer analog ICs are application-specific circuits designed specifically for use in con-sumer equipment such as automobiles (powertrain controls, entertainment circuits, air bag andanti-lock brake circuits, etc.), radios (IF, RF, etc.), televisions (video, sound, etc.), personal or homeappliances, cameras, games, and so forth. The market for special consumer analog ICs is shownin Figure 5-28.

The special consumer analog market experienced substantial growth over the past three years,surging 27 percent in 1995.

Other Analog

“Other” analog products are those that cannot be classified in any one of the previous categories.Examples include the myriad of application-specific telecom ICs such as filters, CODECs,MODEMs, cross-point switches, and mass storage devices. Figure 5-29 shows the market for“other” analog devices.

IC Product Overview


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Figure 5-28. 1990-1995 Special Consumer Market

Consumer ICs had the largest share of the analog market in 1995, 41 percent (Figure 5-30). In thisfigure, automotive and telecom devices have been separated out from the total “other” category.By the year 2000, voltage regs/refs, automotive, consumer, and telecom product segments areforecast to have the largest shares of the analog market.

IC Product Overview


0

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Figure 5-29. 1990-1995 “Other” Analog Market

Comparators 1%

Amplifiers 10%

V Reg 10%

Data Conv. 6%

Consumer 41%Automotive

8%

Other 3%

Telecom 14%

Interface 7%

Comparators <1%

Amplifiers 9%

V Reg 11%

Data Conv. 6%

Consumer 41%

Automotive 10%

Other 2%

Telecom 16%

Interface 5%

10335T

1995 (EST) $17.4B

2000 (FCST) $36.1B


Figure 5-30. Analog Marketshare Trends by Product Type

In general, standard-function linear ICs (e.g., amplifiers, data converters, references and regula-tors, interface circuits, and comparators) will lose marketshare to special purpose linear devices(e.g., telecom ICs, camcorder devices, imaging circuits, automotive sensors, disk-drive compo-nents, etc.). Figure 5-31 shows the characteristics of the two types of analog markets. Toward theyear 2000, system-specific or customer-specific analog devices will be in greater demand as gen-eral purpose products are de-emphasized.

Applications

Emerging electronic system markets are quickly changing the landscape of the analog IC market.New products such as cellular phones and other wireless communications devices and variousnew video applications have helped to keep the analog market growing. Figure 5-32 provides asampling of some of the new applications for analog ICs.

Although representing only six percent of the 1995 analog IC market, data conversion productshave scored well with wireless communications, high-end video/multimedia, and imaging appli-cations. Figure 5-33 lists some of the typical applications for data converters.

Communications, consumer, and computer applications are three areas that present many emerg-ing possibilities for the growth of analog ICs. Some of the specific products in these areas are pre-sented in Figure 5-34.

The worldwide market for ICs in mobile communications is growing rapidly. Analog ICs are like-ly to make a significant impact in this area as the need arises for better bandwidth and higher sig-nal quality (Figure 5-35).

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Standard Function Linear ICs •Large customer base •Low volume requirements •Long lifecycle •Slow ramp •Low complexity designs •Design intensive •Low risk/low consequences

Special Purpose Linear ICs •Small customer base •High volume requirements •Short lifecycle •Fast ramp •High complexity designs •Process intensive •High risk/high consequences Source: Analog Devices/ICE, "Status 1996" 17889

Figure 5-31. Business Characteristics of the Linear IC Market

Cellular phones, though lightweight and compact, consist of a great number of components—both mechanical and electrical. Fortunately for some analog companies, they are able to addressa good portion of the requirements of cellular phones as outlined in Figure 5-36.

IC Product Overview


Device Type Company Unique Features Targeted Application

Op Amps Data Converters Voltage Regulators

National Semiconductor Burr-Brown Micro Linear Analog Devices Linear Technology SGS-Thomson

Uses small packaging Dual, ultra-wideband, low-power current feedback D-to-A converter has 8-bit DACs with independent shutdown A-to-D converter in 8-pin SOIC uses single 2.7-5.5 volt supply Contrast control for both LCDs and cathode fluorescent lamps Offers low voltage drop of 1.2 volts

Portable equipment Video, medical imaging, signal processing Cellular phones, pagers, notebook CPUs Hand-held instruments Portable CPUs, auto displays Battery-powered devices

Source: Electronic Business Buyer/ICE, "Status 1996" 20261

Figure 5-32. Applications Breathe New Life Into Analog IC Market

Market Typical Applications Design Considerations for A-D Converter Choice

Noise specifications are key. Good dynamic range for 70-80 dB. Applications demand 12-bit resolution converters with speeds of 30-50 Msamples/s. Cost of A-D converters in this performance range is in the hundreds of dollars, but prices are coming down. Speed determined by scan time and the number of points digitized. More pixels require faster scanning. Still-image digital cameras digitize images using a 12-bit A-D converter at speeds between 2-20 Msamples/s. Speed is determined by how quickly the CCD sensor outputs data. Noise specs are less important. Primarily driven by standards. You need enough speed to accommodate the bandwidth of the video signal. Higher data rates and higher resolution aren't needed until HDTV becomes available. An HDTV system requires 10-bit resolution and speeds around 74 Msamples/s. No cost-effective ADCs available in the performance range for HDTV yet. S/N ratio and spurious-free dynamic range are both important.

Wireless base station receivers, paging systems with broadband capabilities. Still-image digital cameras, medical imaging systems. HDTV and other high-end standards-based video systems.

Wireless communications Imaging applications High-end video/multimedia

20259Source: Computer Design/ICE, "Status 1996"

Figure 5-33. Three Market Segments for High-Speed A-D Converters

In addition, base stations for cellular phones represent perhaps the strongest growth opportunityfor analog applications in mobile communications. High-speed amplifiers and converters, fre-quency synthesizers, and mixers are vital components in processing signals in both the transmitand receive channels.

The automotive market is another area of outstanding growth potential for analog ICs. The cur-rent electronic content of automobiles is approximately $500 per vehicle and is increasing at anannual rate of about 20 percent. Sensors and signal conditioning ICs are particularly gaining mar-ketshare in the automotive segment.

IC Product Overview


Hybrid Fiber Coax

Cellular and Micro Cell Base Stations

CATV-Head Ends

ADSL/HDSL

Cameras

Mixing

Editing

Multimedia

Distribution

Video Conferencing

MPEG

Displays

Scanners

Medical Imaging

Commercial Imaging

Communications Video Imaging

Source: Analog Devices Inc./ICE, "Status 1996" 20396

Figure 5-34. Emerging Opportunities for Analog ICs

0.0

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1997199619951994199319921991

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s o

f D

olla

rs

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Figure 5-35. Worldwide Market for Semiconductors in Mobile Communications

Process Trends

CMOS technology offers low power consumption for analog as well as digital ICs. For this rea-son, more and more attention is being devoted to analog CMOS and BiCMOS, and their abilitiesto interface well with digital CMOS.

Figure 5-37 illustrates the expected growth of CMOS, BiCMOS, and GaAs in the analog market-place. While the marketplace remains steadfastly bipolar, demand for low-power CMOS devicescontinues to grow. ICE estimates that BiCMOS analog ICs, which represented seven percent of theanalog market in 1995, will increase to nine percent of the market by the year 2000.

IC Product Overview


0

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RF*

Baseband*

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*Many leading analog IC manufacturers can address these needs.

Year

Source: ADI/ICE, "Status 1996" 20398

Figure 5-36. Estimated Content of Digital Cellular Phone (% Bill of Materials, $)

Bipolar 72%

CMOS* 19%

BiCMOS 7%GaAs

2%

Bipolar 59%

CMOS* 28%GaAs

4%

BiCMOS 9%

*Includes DMOS10031V

2000 (FCST) $36.1B

1995 (EST) $17.4B


Figure 5-37. Analog Market by Technology ($)

BiCMOS is an excellent choice in demanding applications such as smart power ICs where thecombination of control logic, power drivers (i.e., high power or high voltage output capabilities),and other functions are incorporated onto one chip. Smart power ICs built using BiCMOS tech-nology are aimed at emerging automotive power supply and motor control applications.Eventually, when smart appliances become more commonplace, these ICs will infiltrate the price-sensitive consumer market as well.

With portability and mobility becoming more important in the electronics environment, high per-formance as well as low-voltage capabilities will continue to be emphasized in all product areas,including analog ICs. Many analog designers are working with dual-voltage systems. This situ-ation will likely change over the next few years as systems begin operating exclusively at 3V. Mostlikely, there will be an increase in battery-charging and -monitoring and power-management ICsin the low-voltage arena.

IC Product Overview


section 5. ic product overview

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