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									            Analog Integrated Circuits Market to 2020 - Increasing
            Demand for Energy Efficient Electronics to Drive Market
                                     Growth
     Reference Code: GBISC0010MR                                                                            Publication Date: December 2010

                                      Need for Smart Power Management to drive growth
                                      The power management sector accounted for 52% of the overall general purpose analog IC
                                      consumption in 2010. Power management ICs fall under analog ICs and are used to increase the
                                      power efficiency of electronic devices. Power management ICs are used extensively in portable
                                      devices. They facilitate addition of more functions while minimizing the battery drain.

                                       General Purpose Analog IC, Volume Breakdown by Key Applications,(%), 2010

                                                                                             Amplifiers
                                                                                               17%




                                                                                                          Data Converters
                                                                Power                                          17%
                                                                 52%




                                                                                              Interface
                                                                                                14%



                                       Source: GBI Research



The analog IC technology              Growth in Wireless Communication Market will spur consumption of Analog ICs.
will play key role in the
future wireless systems               The use of analog ICs is increasing in wireless applications. The analog IC technology will play key
such as 4G cellular phone             role in the future wireless systems such as 4G cellular phone systems, wireless sensor networking
systems, wireless sensor              systems and broadband wireless networking systems. Wireless systems need analog ICs mainly in
networking systems and                their transceiver chips (which contain transmitters & receivers) for signal processing. Other
broadband wireless                    application areas of analog ICs in wireless systems are wireless data access cards, wireless LAN
networking systems.                   cards, wireless mouse, wireless repeater, so on.
                                      Increase in the usage of Application Specific Analog ICs (ASIC)
                                      Analog & Mixed Signal ASICs are penetrating into newer applications which will bring sales growth
                                      opportunities. ASICs constituted about 60% of the total analog ICs consumed in 2009.
                                      Rapid technological advancements are happening in the categories of (PMASICs) Power
                                      Management ASICs and Sensor ASICs. Power Management ASICs find applications in consumer
                                      electronic devices such as mp3 players, digital cameras, LCD screens, Customer Premises
                                      Equipment (CPE) such as cable modems and routers, Mobile TVs, flash memory drives (USB
                                      drives), mobiles, cell phones and other commonly battery powered devices. ASICs are used in
                                      pressure sensors, sound or audio sensors, opto-sensors. Mixed signal ASICs are increasingly used
                                      as MEMS sensors, image sensors and temperature sensors.




Analog Integrated Circuits Market to 2020 - Increasing Demand                                                 GBISC0010MR /Published DEC 2010
for Energy Efficient Electronics to Drive Market Growth
                                                                                                                                         Page 1
                                                                         © GBI Research. This is a licensed product and is not to be photocopied
                                       Analog IC Market, Volume Breakdown by category,(%), 2009




                                                                                                                            General Purpose
                                                                                                                                 41%




                                                              Application Specific,
                                                                      59%




                                       Source: GBI Research



                                      Widening application range of Mixed Signal ICs
                                      The mixed signals ICs have witnessed strong growth with the increased use of 3G cell phones and
                                      other portable gadgets. A mixed signal IC is used for processing both analog and digital signals.
                                      Mixed signal ICs are categorized as analog ICs when analog blocks occupy a substantial portion of
                                      the chip area.
                                      Mixed signal ICs are finding applications in diverse areas that include telecommunication,
                                      automotive, grid-connected power electronics, and bio-medical equipment. With the widening
                                      application range, growth can be expected in application specific mixed signal ICs in specific
                                      purpose applications like automotive, communication, telecommunication and multimedia sectors.
                                      Robust sales growth in Portable Devices powered by Battery will drive the consumption
                                      Portable devices are going to drive the growth for analog chips. Portable devices are run on
                                      batteries and require efficient power management to extend battery life. The cell phone market
                                      offers a huge potential for growth of analog ICs followed by the computer segment. The increasing
                                      use of mobile computing is expected to fuel the battery management market.
                                      Take off of Solar Power generation will cause demand growth for Analog ICs
                                      Growth in solar PV installations will cause demand growth for analog ICs. Analog ICs are primarily
                                      used for two functionalities namely voltage and current monitoring in power inverters for solar PV
                                      applications. In addition, analog ICs are used in smart meters that measure energy in solar
                                      appliances. Growth in deployment of smart meters that require analog functions is expected to
                                      drive the demand of analog ICs.
                                      Decreasing the lead time and containing the average selling price of analog ICs will be a
                                      major challenge
                                      Spurt in demand of analog ICs has exacerbated the supply shortage in 2010.This has also
                                      increased the average selling price of analog ICs. This demand supply imbalance will persist
                                      throughout 2010 and is expected to increase the lead times.




Analog Integrated Circuits Market to 2020 - Increasing Demand                                                          GBISC0010MR /Published DEC 2010
for Energy Efficient Electronics to Drive Market Growth
                                                                                                                                                      Page 2
                                                                                      © GBI Research. This is a licensed product and is not to be photocopied
                                      1 Table of Contents
                                      1      Table of Contents .................................................................................................................... 3
                                          1.1      List of Tables .................................................................................................................. 6
                                          1.2      List of Figures................................................................................................................. 7
                                      2      Introduction .............................................................................................................................. 8
                                          2.1      GBI Research Report Guidance ..................................................................................... 8
                                      3      Global Analog IC Market -Overview ......................................................................................... 9
                                          3.1      Overview ........................................................................................................................ 9
                                             3.1.1     Analog IC Definition ................................................................................................... 9
                                             3.1.2     Analog IC Classification............................................................................................. 9
                                             3.1.3     Analog IC Key Applications ..................................................................................... 10
                                             3.1.4     Analog IC Market, IP Vendors ................................................................................. 12
                                             3.1.5     EDA Tool vendors ................................................................................................... 12
                                             3.1.6     Distribution Channels .............................................................................................. 13
                                      4      Global Analog IC Market Dynamics ....................................................................................... 14
                                          4.1      Analog IC Market, Key Growth Drivers......................................................................... 14
                                             4.1.1     Need for Smart Power Management To Drive Growth ............................................ 14
                                             4.1.2     Analog ICs Will Play An Important Role In The LED Lighting Market ...................... 14
                                             4.1.3     Increasing Demand For Voltage Regulators Will Drive The Growth Of Analog ICs In
                                             Developing Countries............................................................................................................. 15
                                             4.1.4     Battery Powered Portable Devices Are Expected To Increase The Sales Of Analog
                                             ICs       15
                                             4.1.5     Communication Sector Will Be The Major End User Market In Terms Of Revenue
                                             Growth For Analog ICs .......................................................................................................... 16
                                             4.1.6     The Emerging Solar Market Will Boost The Sales Of Analog ICs ........................... 16
                                          4.2      Analog IC Market, Key Challenges .............................................................................. 16
                                             4.2.1     The Analog IC Industry Is Faced By A Critical Shortage Of Supply ........................ 16
                                             4.2.2     Decreasing The Lead Time And Containing The Average Selling Price Of Analog Ics
                                             Will Be A Major Challenge ..................................................................................................... 16
                                             4.2.3     Production Capacity Down due to Cuts During Recession ...................................... 17
                                             4.2.4     Slow Pickup of Capital Expenditure ......................................................................... 17
                                             4.2.5     Long Lead Times and Shortening Product Life Cycles ............................................ 17
                                          4.3      Analog IC Market, Key Industry Trends ....................................................................... 18
                                             4.3.1     Capacity Expansion ................................................................................................. 18
                                             4.3.2     Digital Signal Controllers (DSC) in Power supplies ................................................. 18
                                             4.3.3     Governmental Earmarks.......................................................................................... 19
                                          4.4      Porter‟s Five Force Analysis on the Global Analog IC Market ...................................... 19
                                             4.4.1     Threat of New Entrants............................................................................................ 19
                                             4.4.2     Bargaining Power of Suppliers ................................................................................ 20
                                             4.4.3     Bargaining Power of Buyers .................................................................................... 20
                                             4.4.4     Threat of Product Substitutes .................................................................................. 21
                                             4.4.5     Competitive Rivalry.................................................................................................. 21
                                          4.5      Global Analog IC Market–PESTLE Analysis ................................................................ 22
                                             4.5.1     Political Environment ............................................................................................... 22
                                             4.5.2     Economic Environment............................................................................................ 24
                                             4.5.3     Social Environment.................................................................................................. 31
                                             4.5.4     Technology .............................................................................................................. 33
                                             4.5.5     Legal........................................................................................................................ 36
                                             4.5.6     Environmental ......................................................................................................... 37
                                      5      Global Analog IC Market Sizing and Forecasts ..................................................................... 38
                                          5.1      Global Analog IC Market Sales Revenue Forecasts .................................................... 38
                                          5.2      Global Analog IC Market Sales Volume Forecasts ...................................................... 40
                                          5.3      Global Analog IC Pricing Analysis & Forecast.............................................................. 42
                                      6      Global Analog IC Market Analysis & Forecast based on Geography ..................................... 44
                                          6.1      Americas ...................................................................................................................... 45

Analog Integrated Circuits Market to 2020 - Increasing Demand                                                                          GBISC0010MR /Published DEC 2010
for Energy Efficient Electronics to Drive Market Growth
                                                                                                                                                                                Page 3
                                                                                         © GBI Research. This is a licensed product and is not to be photocopied
                                            6.1.1     Americas Analog IC Market Sizing and Forecasts .................................................. 45
                                            6.1.2     Innovation ................................................................................................................ 46
                                            6.1.3     Increasing R&D and Production Costs .................................................................... 46
                                            6.1.4     Shift to Overseas Production ................................................................................... 47
                                            6.1.5     Competition ............................................................................................................. 47
                                            6.1.6     Increase in Exports .................................................................................................. 47
                                         6.2      Europe.......................................................................................................................... 48
                                            6.2.1     Europe Analog IC Market Sizing and Forecasts ...................................................... 48
                                            6.2.2     Research & Development Initiatives ........................................................................ 49
                                            6.2.3     Challenges to address in the industry...................................................................... 49
                                         6.3      The Asia-Pacific ........................................................................................................... 50
                                            6.3.1     Japan....................................................................................................................... 52
                                            6.3.2     China ....................................................................................................................... 54
                                            6.3.3     Rest of Asia-Pacific Region ..................................................................................... 57
                                      7     Global Analog IC Market Analysis and Forecast based on End-user verticals ...................... 59
                                         7.1      Automotive ................................................................................................................... 60
                                         7.2      Computer ..................................................................................................................... 62
                                         7.3      Consumer..................................................................................................................... 64
                                            7.3.1     SiP Packaging ......................................................................................................... 65
                                         7.4      Communications .......................................................................................................... 66
                                            7.4.1     Wireless Systems .................................................................................................... 67
                                         7.5      Industrial....................................................................................................................... 68
                                      8     Global Analog IC Market Supply Chain Analysis ................................................................... 70
                                         8.1      Key Trends ................................................................................................................... 70
                                            8.1.1     Shift of Semiconductor Production .......................................................................... 70
                                            8.1.2     Fabless Model ......................................................................................................... 70
                                            8.1.3     North America Book to Bill Ratio ............................................................................. 70
                                            8.1.4     M&A Landscape ...................................................................................................... 71
                                      9     Global Analog IC Market Analysis and Forecast based on Product Types ............................ 72
                                         9.1      General Purpose Analog IC ......................................................................................... 73
                                            9.1.1     Voltage Regulators .................................................................................................. 75
                                            9.1.2     Data Converters ...................................................................................................... 77
                                            9.1.3     Amplifiers................................................................................................................. 79
                                            9.1.4     Interface IC .............................................................................................................. 81
                                         9.2      Application Specific Analog IC ..................................................................................... 82
                                            9.2.1     Automotive .............................................................................................................. 85
                                            9.2.2     Computer................................................................................................................. 87
                                            9.2.3     Consumer ................................................................................................................ 89
                                            9.2.4     Communications ...................................................................................................... 91
                                            9.2.5     Industrial .................................................................................................................. 93
                                            9.2.6     Smart Metering Devices .......................................................................................... 94
                                      10    Global Analog IC Market, Key Players ................................................................................... 95
                                         10.1     Global Analog IC Market, Competitive Landscape ....................................................... 95
                                         10.2     Global Analog IC, Market Share Analysis, 2009 .......................................................... 96
                                         10.3     Texas Instruments Incorporated ................................................................................... 97
                                            10.3.1       Texas Instruments Incorporated - Business Description..................................... 97
                                            10.3.2       Texas Instruments Incorporated- Major Products and Services ......................... 99
                                            10.3.3       Texas Instruments Incorporated – Key Developments ....................................... 99
                                         10.4     STMicroelectronics N.V. ............................................................................................. 100
                                            10.4.1       STMicroelectronics N.V. - Business Description ............................................... 100
                                            10.4.2       STMicroelectronics N.V. - Major Products and Services .................................. 101
                                            10.4.3       STMicroelectronics N.V. – Key Developments ................................................. 102
                                         10.5     Infineon Technologies AG .......................................................................................... 102
                                            10.5.1       Infineon Technologies AG - Business Description ............................................ 102
                                            10.5.2       Infineon Technologies AG - Major Products and Services ................................ 103

Analog Integrated Circuits Market to 2020 - Increasing Demand                                                                        GBISC0010MR /Published DEC 2010
for Energy Efficient Electronics to Drive Market Growth
                                                                                                                                                                            Page 4
                                                                                        © GBI Research. This is a licensed product and is not to be photocopied
                                            10.5.3       Infineon Technologies AG – Key Developments .............................................. 103
                                         10.6     Analog Devices, Inc. .................................................................................................. 104
                                            10.6.1       Analog Devices, Inc. - Business Description .................................................... 104
                                            10.6.2       Analog Devices, Inc. - Major Products and Services ........................................ 106
                                            10.6.3       Analog Devices, Inc. – Key Developments ....................................................... 107
                                         10.7     NXP Semiconductors N.V. ......................................................................................... 107
                                            10.7.1       NXP Semiconductors N.V. - Business Description ........................................... 107
                                            10.7.2       NXP Semiconductors N.V. - Major Products and Services ............................... 108
                                            10.7.3       NXP Semiconductors N.V. – Key Developments .............................................. 108
                                      11    Appendix .............................................................................................................................. 109
                                         11.1     Market Definition ........................................................................................................ 109
                                            11.1.1       Geographies covered ....................................................................................... 109
                                            11.1.2       End-User Types covered .................................................................................. 109
                                            11.1.3       Product Types Covered .................................................................................... 109
                                         11.2     About GBI Research .................................................................................................. 109
                                         11.3     Glossary of Terms ...................................................................................................... 110
                                         11.4     Methodology............................................................................................................... 111
                                            11.4.1       Market Size Estimates ...................................................................................... 111
                                            11.4.2       Market Size Forecasts ...................................................................................... 112
                                            11.4.3       Breakdown Estimates ....................................................................................... 112
                                            11.4.4       Market Share Estimates ................................................................................... 112
                                            11.4.5       Coverage ...........................................
								
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