Abstract
Worldwide Analog revenue at the end of 2008 was over $35.6 billion giving this
product segment 14 percent share of the semiconductor industry. It is slightly
larger than the microprocessor market and only surpassed by memory and logic.
Analog plays a key role in electronics, providing power management, video
signal conditioning, audio signal conditioning and more. Analog technology
brings the digital “zeros and ones” to life through sound, images,
and touch.
In general the analog market is fragmented, with no single supplier holding
more than 10 percent share except for two large players; Texas Instruments and
STMicroelectronics. While Texas Instruments does market a significant amount
of application specific products, its strong positioning is primarily due to
success in the general purpose analog market. Differently, STMicroelectronics
power position is in the application specific markets.
This year, overall analog revenue is expected to drop by 21 percent and unit
shipments are expected to fall by 21 percent. This is due to an inventory
reduction that has taken place and will continue over the first and second
quarter of 2009. On top of this there has been a drop in end equipment demand
in the consumer and commercial space. During the first quarter, Databeans
expects to see an increase in orders for the mobile handset first, followed by
consumer electronics in the second and third quarter and finally computer in
the fourth quarter.
| 
View Cart
