Semiconductor Market Outlook

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