Market Alerts
Market Alerts are, free, short, timely excerpts drawn from of our research and provided to subscribers via e-mail.

May 2008 Taiwan’s Motherboard Domination Continues as OEMs Expand Outsourcing Some notebook OEMs, such as Apple, HP, and Acer, have outsourced complete production to Taiwanese makers. (May 15, 2008) DisplayPort, Market-Changing PC/Monitor Interface Debuts in 2008 DisplayPort products will be limited in number in 2008, but will grow to over 600 million products shipped in 2012. (May 14, 2008) Mobile Drives 10.5% CAGR in PCs The PC microprocessor market is heading for an inflection point - for the first time, the number of microprocessors shipping for notebook PCs will exceed those shipping for desktop PCs. (May 7, 2008) April 2008 SuperSpeed USB Announcement Shakes Up USB Market SuperSpeed is expected to deliver actual throughput of 3 Gbps, a rate significantly higher than that of high-speed USB. (April 29, 2008) March 2008 Softening Demand Dampens 2008 Semiconductor Outlook Where the semiconductor market in 2007 was characterized by excess capacity and high demand, 2008 will be characterized by better capacity balance, but softening demand. (March 26, 2008) 2007 was Momentous for UMD Market Major moves were seen on multiple fronts including connectivity, new ultra mobile devices, and new processors. (March 4, 2008) February 2008 Intel Strategy Draws New Competitors Due to anticipated slower growth and lower pricing in the PC market, Intel is looking to new markets for growth opportunities. (February 27, 2008) January 2008 Evolving ZigBee's Potential Still Unclear Currently, the technology targets building automation, industrial, medical, home automation, asset management, HVAC and other monitoring applications. (January 30, 2008) DVI on the Decline as HDMI and Displayport Grow DVI will decline from 112 million device shipments in 2007 to just 3 million device shipments in 2011. (January 28, 2008) Cell Base Station Chip Sales On Slow Decline Trends in the fast-changing world of wireless services point to slowly decreasing revenues for base station chipmakers over the next several years. (January 9, 2008) WiMAX Chipset Market To Be Driven By Mobile PCs Through 2012 The emerging WiMAX chipset market will be driven primarily by embedded Mobile WiMAX in mobile PCs through 2012. (January 8, 2008) Despite Key Changes, Intel Remains In Strong Position Intel has gone through dramatic changes since the beginning of 2006, including hiring a new CEO in Paul Otellini. (January 7, 2008) December 2007 Ultrawideband Beginning To Take Off The market for Ultrawideband (UWB) silicon is finally beginning to take off in 2007. (December 19, 2007) North American PC Users Increase Usage, Want More Mobility Consumers’ usages of PCs and purchasing patterns continue to evolve, according a survey of North American PC users. Key findings in the survey include a rise in the number of hours consumers use PCs and a desire for increased mobility. (December 18, 2007) November 2007 New Features Help Drive Cell Phone Chip Revenues Cellular handsets, one of the largest product categories of semiconductor consumption in the world, continue to enjoy significant sales growth and add new features. In 2007, total revenue from handset semiconductors will exceed $31 billion worldwide. (November 7, 2007) GPS Chip Market Driven by Integration into Mobile Devices Over the next few years, the GPS chipset market will be driven by integration into mobile devices, including personal navigation devices (PNDs), cellular handsets, mobile PCs, and a variety of portable consumer electronics (CE) devices. (November 5, 2007) October 2007 Graphics Processors Increasingly Embedded In PC Chipsets A growing trend in PC design is the integration of graphics processors in chipsets. (October 23, 2007) September 2007 European EMS Revenues to Reach 35 Billion Euro in 2011 RER’s latest overview of the EMS industry shows that, for the first time, CEE has overtaken Western Europe in EMS output. RER forecasts that revenues for the total EMS industry in Europe reached Euro 25.7 billion in 2006. (September 25, 2007) Camera Phones Dominate Image Sensor Market The 2006 image sensor market saw strong growth, due primarily to one application: camera phones. In 2006, image sensors for camera phones comprised over three-quarters of all image sensors shipped. (September 5, 2007) August 2007 Ultra Mobile Device Market Will Be Defined By Multiple Forms The ultra mobile device market, initially defined by the ultra mobile PC, is evolving to become a family of devices that will compose the “ultra mobile device (UMD) paradigm. (August 21, 2007) Bluetooth Market Continues Growth, but Rate is Slowing Market growth for Bluetooth products is beginning to slow, and it will see some complications arising from integration trends and new standards hitting the market. (August 1, 2007) July 2007 Intel Strengthening Its Manufacturing And R&D Intel, with a recent resurgence on the strength of new highly competitive microprocessors, is adding to its competitive position in R&D and manufacturing. (July 24, 2007) Strong Growth in Home Networks Fueling CPE Demand The worldwide installed base of home networks is expected to grow by over 35% in 2007. (July 23, 2007) Solid State Drives To Gain Foothold In PC Market Although Solid State Drives (SSDs) will penetrate no more than 6% of the PC market by 2011, they are poised for extraordinary growth in this market from nearly nothing in 2006 to 24 million units in 2011. (July 16, 2007) Growing MPEG IC Market Finds New Applications With video capture and playback now appearing in previously untapped markets, the MPEG video IC market has plenty of room for growth. (July 11, 2007)