半導体市場の展望

Abstract

Although the semiconductor markets are well into recovery, things have changed in both the markets and the industry itself since the 2000 peak year. End product markets have become more competitive while the semiconductor industry itself has become more commoditized. This report draws on a variety of other In-Stat/MDR reports to look at trends in a cross section of end product markets. The report also examines recent trends within the semiconductor industry and ends with a top level 5 year forecast.

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