Table of Contents

• Executive Summary
• Methodology
  
• Demand
  
  • The Economy
    
  • Electronics Markets
    
  • Spending Plans
    
  • Representative Specific Products
    
    • Computers
      
    • Networking
      
    • Wireless
      
    • Home Networking
      
    • Consumer Products
      
• Regional Shifts
  
• Recent Market Trending
  
  • Capacity
    
• Forecast
  
• Appendix 1 - Source Reports
  
  

List of Tables

• Table 1. Semiconductor Forecast
• Table 2. In-Stat/MDR Reports Offering Additional Detail

List of Figures

• Figure 1. Semiconductor Revenue Growth
  
• Figure 2. Growth Tracking – GDP, Semiconductor Units, Semiconductor Revenue and Semiconductor CapEx
  
• Figure 3. GDP Annual Growth - Worldwide
  
• Figure 4. Annual GDP Growth - Regional
  
• Figure 5. Electronic Equipment Market Worldwide Revenue (US$ Billions)
  
• Figure 6. Worldwide Electronic Equipment Markets 2004
  
• Figure 7. Semiconductor End-Use Markets (% of total revenue)
  
• Figure 8. IT Spending Plans – US Market
  
• Figure 9. Areas of IT Spending (% of Respondents
  
• Figure 10. Worldwide Telecom Carrier Capital Spending (US$ in Billions)
  
• Figure 11. US Computer Market Bookings, Billings and Book to Bill Ratio
  
• Figure 12. Worldwide PC Sales (Units in Thousands)
  
• Figure 13. DSL Lines, Port Shipments (Millions of Ports) and DSL Port Chip Set ASP (US$)
  
• Figure 14. DSL Port Chip Set Revenue (Millions of US$)
  
• Figure 15. LAN Port Shipments (Millions of Ports)
  
• Figure 16. Mobile Phone Subscribers (Millions) and Base Stations (Thousands)
  
• Figure 17. Factors Driving Mobile Phone Data Services
  
• Figure 18. Wireless LAN Hot Spots (Thousands)
  
• Figure 19. Wireless Chipset Revenue (Millions of US$)
  
• Figure 20. Home Networking Chipset Market (Millions of Units)
  
• Figure 21. Representative Consumer Product Unit Shipments (Millions)
  
• Figure 22. Regional Distribution of Semiconductor Sales
  
• Figure 23. Quarterly Semiconductor Revenue (Millions of US$)
  
• Figure 24. Quarterly Semiconductor Unit Shipments (Billions of Units)
  
• Figure 25. Quarterly Semiconductor ASP ($US)
  
• Figure 26. Monthly Semiconductor ASP Relative to Jan 2002, Various Currencies
  
• Figure 27. Integrated Circuit Wafer Fab Utilization (%)
  
• Figure 28. IC Wafer Capacity and Starts
  
• Figure 29. IC Fab Utilization and IC ASP
  
• Figure 30. IC Fab Capacity by Process Geometry (% of Total)
  
• Figure 31. Fab Capacity Utilization by Process Geometry
  
• Figure 32. Annual Semiconductor Revenue Growth (%)
  
• Figure 33. Semiconductor Forecast