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®1991 Dataquest Incorporated

Welcome to Dataquest

Semiconductors Asia

You are in the

Dataquest Perspective

binder

A series of muititopic publications that provide analysis on the Asia/f^acific semiconductor industry and semiconductor application markets trends and issues as well as semiconductor news and views are contained in this binder.

Other Semiconductors Asia service binders:

Source: Dataquest

An annually updated collectfon of reference documents for the Semiconductors Asia service.

Asia/Pacific market statistics and several guides such as How to Use Dataquest, Dataquest Research

Methodology, and Dataquest High-Technology GuideSegmentation and Glossary.

DataQuest

m n acoiT^nyoF

J i n The Dun &Biadsticct Corporation

Dataquest

Perspective

Special Edition

December 30. 1991

Market Analysis

Prettminary 1991 Worldwide Semictmductor Market Share Estimates:

Microcomponents Lead the Way

Dataquest has completed its preliminary 1991 semiconductor market share survey analysis.

Once again the growth of MOS microcomponents outpaced all other categories. MOS memories recovered from 1990's dismal showing. However, this category still experienced the lowest growth of all products in the MOS category.

By Gerald J. Banks and Ken Dalle-Molle

Page 2

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0012510

Special Edition

Market Analysis

PreUtninary 1991

Worldwide Semiconductor Market Share Estimates: Microcomponents Lead the Way

Dataquest has completed its preliminary 1991 semiconductor market share survey and analysis.

We sent out a detailed survey to more than 150 semiconductor vendors in early November. The respondents then provided us witli a detailed breakout of their revenue based upon a combination of their actual year-tCKiate revenue and a company-generated forecast for the balance of the year. These data were then processed using

Dataquest's own research and analysis. The results of this process are published in this article. We will continue to refine and update the data until our final market share data documents are published on May 31, 1992.

Market Share EQghlights

The preliminary results indicate the foUowing:

Figure 1

Worldwide Semiconductor Market Share

Percentage

60

• Preliminary data indicate that the worldwide semiconductor market grew 11.5 percent over

1990, driven by portable, consumer, and telecommunications applications.

• Microcomponents were the primary growth contributor in the product arena and outperformed all others, growing at 22 percent.

• Bipolar digital was the big loser, dropping by

9 percent.

• North American companies' 1991 market share dropped slightly to 35.9 percent, compared with the prior year's 36.5 percent.

Also, Intel Corporation surpassed Motorola

Incorporated to become the No. 1 North

American semiconductor vendor.

• Japanese market share grew slightly to

^9£ percent, compared with last year's

48.7 percent. NEC Corporation maintained its No. 1 position in the worldwide ranking.

• European companies' market share remained basically flat, moving from 10.7 percent in

1990 to 10.1 percent in 1991.

• Asian companies grew slightly, 4.4 percent in

1991 versus 3.6 percent in 1990.

Figure 1 shows the historical worldwide market share held by each regional company base.

50 -

20 -

1 0 -

- 1 - i - I 1 i [ : i ! i 1 \ 1

1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991

North America

Source: Dataquest (December 1991)

Japan Europe Asia/Pacific

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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Special Edition

Semiconductor Rankings

Tables 1 through 9 list the top 20 suppliers for total semiconduaors, total integrated circuits, total bipolar digital, and for the individual product categories: MOS microcomponents,

MOS logic, analog, MOS memory, discrete, and optoelectronics.

NEC retained its No. 1 ranking, and in fact extended its lead over No. 2 Toshiba by virtue of its strong position in microcomponents. Intel, with its overwhelming strength in microprocessors, was able to overtake Motorola to claim bragging rights as the No. 1 North American semiconductor manufacturer. By virtue of its

28 percent growth in 1991, Intel outpaced the growth of every other company in the top 10.

In fact, it isn't until the No. 20 position that a semiconductor vendor can be found with a higher growth rate than Intel's (see Table 1).

Product Rankings

Bipolar logic continues its precipitous slide, declining in 1991 by 9 percent Texas Instmments Inc. (11) suffered a 12 percent setback in this product area but was still able to regain the No. 1 position, overtaking Fujitsu, which experienced an even more severe 18 percent decline (see Table 3).

MOS microcomponents was the star performer in 1991 growing 22 percent in revenue over

1990. The top 8 vendors, led by Intel's

29.5 percent market share, remain the same as in 1990. However, a significant newcomer to the top 10 has arrived: Advanced Micro Devices

Inc. (AMD). Based upon 386 microprocessor revenue, AMD jumped to the No. 9 position from last year's No. 13 (see Table 4).

MOS logic experienced strong revenue growth of 17.6 percent. The top five players, led by

NEC with an 11.7 percent market share, remained the same as in 1990. Matsushita Electric Industrial Company Ltd. shot up from No.

10 last year to the No. 6 position. Sony moved up five places to No. 18 (see Table 5).

Analog grew at a 12 percent rate, which proves once again that where you find electronics you will find analog. This category experienced the greatest shakeup in regards to market share rankings. No vendor within analog's top 10 players maintained last year's position (see

Table 6).

Table 1

Preliminary Estimated Market Share Ranking: Worldwide Total Semiconductor

(Millions of Dollars)

1991

Rank

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

1

2

3

4

1990

Rank

1

2

3

5

4

6

7

8

10

9

11

13

15

14

12

17

16

19

18

22

NEC

Toshiba

Hitachi

Intel

Motorola

Fujitsu

Texas Instruments

Mitsubishi

Matsushita

Philips

National Semiconductor

Sanyo

Samsung

Sharp

SGS-TTiomson

Sony

Siemens

Advanced Micro Devices

Oki

Rohm

Somce: Dataquest (December 1991)

1990

Revenue

4,898

4,843

3,893

3,171

3,694

2,880

2,574

2,319

1,942

2,011

1,719

1,381

1,315

1,325

1,463

1,146

1,224

1,053

1,074

774

1991

Revenue

1,697

1,612

1.592

1,562

1.490

1,426

1.250

1.185

1.157

1.029

5,547

5,337

4,351

4,059

3,915

3,111

2,753

2,568

2,421

2,072

Percent

Change

2

13

8

33

25

3

-1

17

21

18

2

24

13

10

12

28

6

8

7

1

1991

Market

Share (%)

8.5

8.2

6.7

6.3

6.0

4.8

4.2

4.0

3.7

3.2

2.6

2.5

2.5

2.4

2.3

2.2

1.9

1.8

1.8

1.6

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012510

Special Edition

'13

14

15

16

17

18

19

20

9

10

11

12

1

2

3

4

5

6

7

8

Table 2

Preliminary Estimated Market Share Ranking: Worldwide Total Integrated Circuit

(Millions of Dollars)

1991

Rank

9

10

11

5

6

7

8

12

13

14

1

2

3

4

15

16

17

18

19

20

1990

Rank

1

4

2

3

5

6

7

8

9

11

10

12

14

13

16

15

17

19

18

20

NEC

Intel

Toshiba

Hitachi

Motorola

Fujitsu

Texas Instruments

Mitsubishi

National Semiconductor

Matsushita

Philips

Samsung

Advanced Micro Devices

SGS-Thomson

Sharp

Oki

Sanyo

Sony

Siemens

AT&T-

Souice: Dataquest (December 1991)

1990

Revenue

4,207

3,171

3,628

3,182

2,860

2,639

2,488

1,940

1.649

1,243

1,473

1,238

1,053

1,148

986

1,031

979

791

835

717

1991

Revenue

4,742

4,059

3,910

3.587

3.096

2,802

2,667

2,121

1,637

1,585

1,504

1,489

1,185

1,172

1,130

1,109

1,075

984

820

780

Table 3

Preliminary Estimated Market Share Ranking: Worldwide Bipolar Digital

(Millions of Dollars)

Percent

Change

7

9

-1

28

2

20

13

28

8

13

8

6

13

2

15

8

10

24

-2

9

1991

Market

Share (%)

3.1

3.0

2.8

2.8

2.2

2.2

2.1

2.1

2.0

1.9

1.6

1.5

9.0

7.7

7.4

6.8

5.9

5.3

5.0

4.0

1991

Rank

1990

Rank

13

14

15

16

12

17

20

18

19

21

2

1

3

6

4

5

7

8

9

10

Texas Instruments

Fujitsu

Hitachi

Motorola

National Semiconduaor

Advanced Micro Devices

NEC

Philips

Toshiba

Mitsubishi

Harris

AT&T

Raytheon

Oki

GEC Plessey

Siemens

Applied Micro Circuits

Goldstar

Chips & Technologies

Matsushita

Souice: Dataquest (December 1991)

1990

Revenue

59

54

47

66

45

24

26

25

14

663

690

510

406

423

407

295

280

113

105

60

1991

Revenue

583

564

555

391

344

319

311

286

122

113

32

22

19

15

53

53

53

48

41

38

Percent

Change

-12

-18

9

A

-19

-22

5

2

8

8

-12

-10

-2

2

-38

-16

33

-15

-24

7

1991

Market

Share (%)

14.5

14.0

13.8

9.7

8.6

7.9

7.7

7.1

3.0

2.8

1.3

1.3

1.3

1.2

1.0

0.9

0.8

0.5

0.5

0 4

©1991 Dataquest Incorporated / 1290 Eidder Paik Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012510

Special Edition

Table 4

Preliminary Estimated Market Share Ranking: Worldwide MOS Microcomponent

(Millions of Dollars)

1991

Rank

1

2

3

4

5

6

7

8

15

16

17

18

19

20

9

10

11

12

13

14

1990

Rank

1

2

3

4

5

6

7

8

13

9

11

12

16

14

22

10

18

19

17

15

Source: Dataqaest (December 1991)

Intel

NEC

Motorola

Hitachi

Mitsubishi

Toshiba

Texas Instruments

Matsushita

Advanced Micro Devices

National Setniconduaor

Fujitsu

Phflips

Oki

SGS-Thomson

VLSI Technology

Chips & Technologies

Sharp

Cirrus Logic

AT&T

Western Digital

1990

Revenue

2,726

1,083

1,009

607

464

441

320

250

178

248

239

192

147

175

105

240

138

129

145

148

1991

Revenue

3.590

1,318

1,175

678

571

559

419

338

315

293

260

205

169

166

165

158

156

155

134

1 »

Percent

Change

9

7

15

-5

57

-34

13

20

-8

-10

23

27

31

35

77

18

32

22

16

12

1991

Market

Share (%)

29.3

10.7

9.6

5.5

4.7

4.6

3.4

2.8

2.6

2.4

2.1

1.7

1.4

1.4

1.3

1.3

1.3

1.3

1.1

1.1

Table 5

Preliminary Estimated Market Share Ranking: Worldwide MOS Logic

(Millions of Dollars)

1991

Rank

1

2

3

4

5

6

7

8

15

16

17

18

19

20

9

10

11

12

13

14

1990

Rank

1

2

3

4

5

10

8

6

7

1

9

12

13

15

14

17

19

23

21

20

Source: Dataquest (December 1991)

NEC

Toshiba

Motorola

Fujitsu

LSI Logic

Matsushita

Texas Instruments

Oki

Hitachi

Sharp

AT&T

. Philips

Hewlett Packard

VLSI Technology

National Semiconduaor

Sanyo

Samsung

Sony

Advanced Micro Devices

Yamaha

1990

Revenue

303

252

230

211

216

194

153

116

139

145

1,036

838

559

540

503

285

306

410

352

278

1991

Revenue

1,255

980

645

634

567

478

469

432

404

339

333

290

239

203

201

200

196

187

184

178

Percent

Change

21

17

15

17

13

68

53

5

15

22

10

3

28

61

32

23

15

4

-4

-7

1991

Market

Share (%)

11.7

9.1

6.0

5.9

5.3

4.4

4.4

4.0

3.8

3.2

3.1

2.7

2.2

1.9

1.9

1.9

1.8

1.7

1.7

1.7

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fai (408) 437-0292

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Special Edition

Table 6

Preliminary Estimated Market Share Ranking: Worldwide Analog

(MiUionis of Dollars)

1991

Rank

15

16

17

18

19

20

9

10

11

12

5

6

7

8

13

14

1

2

3

4

1990

Rank

9

6

10

12

11

7

13

14

1

4

8

3

5

2

15

16

21

18

19

20

SoQice: Dataquest (December 1991)

Toshiba

Sanyo

National Semiconduaor

Philips

SGS-Thomson

Mitsubishi

NEC

Motorola

Matsushita

Analog Devices

Sony

Texas Instruments

Hitachi

Rohm

Harris

AT&T

Fujitsu

GEC Plessey

Silicon Systems

Sanken

1990

Revenue

610

541

619

653

554

441

417

491

410

360

399

458

347

282

260

197

164

173

165

164

1991

Revenue

720

707

680

650

601

518

514

496

485

460

459

446

412

380

267

244

208

185

184

17?

Table 7

Preliminary Estimated Market Share Ranking: Worldwide MOS Memory

(Millions of Dollars)

Percent

Change

18

31

10

• 0

3

24

27

7

12

15

-3

19

35

8

17

23

1

18

28

9

1991

Market

Share (%)

6.1

6.0

5.7

5.5

5.1

4.4

4.3

4.2

4.1

3.9

3.9

3.8

3.5

3.2

2.3

2.1

1.8

1.6

1.6

1.5

1991

Rank

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

1

2

3

4

1990

Rank

Somce: Dataquest (December 1991)

7

8

14

10

11

9

12

3

1

2

4

5

6

13

16

15

22

17

25

19

Hitachi

Toshiba

NEC

Fujitsu

Samsung

Mitsubishi

Texas Instruments

Sharp

Micron Technology

Oki

Intel

Motorola

Siemens

SGS-Thomson

Advanced Micro Devices

Matsushita

Hyundai

Sony

Goldstar

CvDress Semiconductor

1990

Revenue

1.366

1,626

1,376

1,006

971

853

741

497

286

392

371

395

320

299

253

284

115

227

96

166

1991

Revenue

1,538

1,529

1,344

1,136

1,135

826

750

557

453

421

395

389

301

280

272

269

248

234

225

185

Percent

Change

13

-6

-2

13

17

-3

1

12

58

7

6

-2

-6

-6

8

-5

116

3

134

11

1991

Market

Share (%)

1.9

1.8

1.7

1.6

1.3

3.3

3.0

2.8

2.8

2.2

2.0

2.0

11.0

11.0

9.7

8.2

8.2

5.9

5.4

4.0

©1991 Dataquest Incorpoiated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012510

Special Edition

Table 8

Preliminary Estimated Market Share Ranking: Worldwide Total Discrete

(Millions of Doliais)

1991

Rank

1

2

3

4

13

14

15

16

17

18

19

20

9

10

11

12

5

6

7

8

1990

Rank

1

2

3

4

5

6

8

7

10

9

12

13

11

14

15

16

20

17

23

22

Toshiba

Motorola

Hitachi

NEC

Philips

Matsushita

Rohm

Mitsubishi

Fuji Electric

SGS-Thonjson

Sanyo

Sanken

Siemens

International Rectifier

General Instrument

Shindengen Electric

Fujitsu

TTT

Eupec

Semikron

Souice: Dataquest (December 1991)

1990

Revenue

315

232

224

258

224

214

176

904

808

641

567

507

374

321

348

304

117

161

96

106

1991

Revenue

243

228

208

180

166

110

109

108

1,070

792

688

655

531

438

411

408

342

318

301

264

Percent

Change

18

-2

7

16

5

17

28

17

13

1

30

18

•6

2

-3

2

42

-32

14

2

1991

Market

Share (%)

12.0

8.9

7.7

7.4

6.0

4.9

4.6

4.6

3.9

3.6

3.4

3.0

2.7

2.6

2.3

2.0

1.9

1.2

1.2

1.2

1991

Rank

13

14

15

16

17

18

19 on

I

7

8

9

10

11

12

1

2

3

4

5

Table 9

Preliminary Estimated Market Share Ranking: Worldwide Total Optoelectronic

(MiUions of Dollars)

1990

Rank

9

10

11

12

1

2

3

4

6

5

7

8

15

13

18

17

16

14

19

20

Sharp

Matsushita

Toshiba

Sony

Sanyo

Hewlett Packard

Siemens

NEC

Fujitsu

Rohm

Telefiinken Electronic

Hitachi

Texas Instruments

Optek

Mitsubishi

Philips

Oki

Quality Technologies

Motorola

Honcvweii

1990

Revenue

105

78

70

33

66

31

31

33

34

26

2S

339

325

311

270

170

223

131

124

124

1991

Revenue

39

37

36

35

27

25

83

76

58

52

432

398

357

336

236

230

187

150

143

130

Percent

Change

39

3

43

21

15

24

6

9

76

-21

26

19

9

3

4

0

27

22

15

24

1991

Market

Share (%)

13.4

12.4

11.1

10.4

7.3

7.1

5.8

4.7

4.4

4.0

2.6

2.4

1.8

1.6

1.2

1.1

1.1

1.1

0.8

0.8

©1991 Dataquest Incorporated / 1290 Ridder Paric Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (40® 437-0292

0012510

s

Special Edition

MOS memory last year grew at a relatively moderate 6 percent versus 1990's disastrous

17 percent decline. Observed in this light, however, MOS memory has made a rather impressive recovery, especially considering the fact that the 4Mb DRAM has not taken off as quickly as some had hoped. Hitachi jumped from the No. 3 position in 1990 to No. 1 in

1991, just barely surpassing last year's leader

Toshiba, which was pushed to the No. 2 position. The balance of the top 10 remained essentially the same, with the exception of

Micron Technology Inc., which shot from No.

14 to No. 9 via a 58 percent growth rate (see

Table 7).

Dataquest Perspective

This past year was a prime example of positioning paying off. Those companies with strong positions in consumer, communications, and portable applications had the greatest opportunities for growth in 1991. With the exception of portable applications, the segments of data processing, industrial, automotive, and mil/aero all experienced moderate growth.

Howtever, as in every broad sweeping conclusion, there are exceptior>s to the rule. Intel, with its dominant position in miCTOcomponents and its near monopoly in the X86 microprocessor family, has been able to consistently outperform the market even though its revenue is very strongly dependent upon the data processing market Additionally, AMD has been able to piggyback upon Intel's dominance by developing its own Intel-compatible 386 microprocessor family.

This market share report reflects revenue growth but does not address the more pressing issue of profitability. Although some companies are experiencing strong revenue growth, it is rare indeed to find companies achieving satisfactory profit margins. This area requires the most focus. Weak revenue growth is more acceptable if profitability is achieved. With this in mind, the wisest course of action for companies still is to focus on value-added products that generate higher margins.

By Gerald J. Banks

Ken Dalk-Molle

For More information . . .

On the topics in this issue Semiconductor Group (408) 437-8677

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Via fox request Fax (408) 437-0292

The content of this report represents ouf interpretation and analysis of iofbrmatioa generally available K> the public or released by responsible individuals In the siibjea com^tanies, but is not guaranteed as to accuracy or completeness. It does not contain material fvovtded to us in confidence by our clients. Individual companies r^mited on and analyzed by

I>ataquest may be dients of this and/or other Dataquest services. l U s information is ncM furnished in connection with a sale or offer to sell securities or in cwinectioo with the solicitation of an offer to buy securities. This firm and itspaientand/'orthelrc^ceis, stockholders, or members of their fomiUes may, from time to time, have a kmg or short position in die securities mentioned and may sell or buy such securities.

©1991 Dataquest Incorporated / 1290 Ridder Paik Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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DataQuest

acompanyof

The Dun & Biadsticct corporation

Dataquest

Perspective

Special Edition

December 16, 1991

Conferences and Exhibitions

DQ Fettturesemiconductor Industry Conference '91: A Dataquest Perspective

This article looks at the highlights of Dataquest's 1991 Semiconductor Industry Conference.

It will give readers a taste of what they missed if they did not attend the October conference in Monterey.

By Marc Elliot Page 2

©1991 Dataquest Incoipoiated / 1290 Ridder Paik Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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Special Eciition

Conferences and Exhibitions

SetniconductGr

Industry

Conference '91: A

Dataquest Perspective

Semiconductors and Applications

Semiconduaor producers will have to compete in a market where their customers' products— computers and electronic equipment—are becoming commodities. They will have to remain technically competitive under an exponentially growing cost curve and at the same time reliably provide the highest-quality products, at the lowest price, on time, with unparalleled service. Similarly, the semiconductor equipment and materials manufacturers will need to work closely with their customers—the semiconduaor producers.

Monterey, California, Convention Ctenter on

October 14 and 15.

Dataquest's John Jackson, vice president and director of the Semiconductor Group, opened the conference with the observation that it has been a tumultuous year since the last Dataquest

Semiconductor Industry Conference in October

1990. The market has been subjected to the whims of war and economic slump as the world experienced the Gulf war and recessions in the United States and the United Kingdom.

The collapse of communism in the USSR and the opening of Eastern European borders have placed new demands on the free world economies. Germany, the strongest of the European economies, is fighting an economic slide caused by reunification costs. All of these unforeseen irifluences have had a dramatic impaa on the electronics industry and, subsequently, on the semiconductor and equipment industries.

Nevertheless, although the market is becoming more demanding, there are opportunities. Portable electronics products, personal communications products, network communications products, and multimedia products offer the best market opportunities. At the semiconductor level, this means that higher integration of functions is how system makers hope to differentiate their products. These topics were discussed at Dataquest's 17th annual Semiconductor Industry Conference held at the

Electronics Industry Issues

Gene Norrett, Dataquest's corporate vice president and director of Marketing, set the theme for the conference by noting that the electronics industry is in transition, undergcing significant changes. It is maturing and thus requires companies to change how they are doing business, to focus resources on core capabilities, to build fiinctional relationships, and to target the growth markets.

Mr. Norrett observed that some of the trends are unsettling. For example, the growth rate for the desktop PC market—one of the largest

John Jackson (Vice President and Director of the Semiconductor Group, Dataquest) and Geno Ori (Senior Vice President and Director of Customer Relations, Motorola Semiconductor Products Sector) discuss the day's program.

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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Special Edition consumers of semiconductors—^is flattening.

Mainframes are being impinged upon by workstations, which are also eating into parts of the high end of the PC market, all of which causes a blurring in the distinction between categories.

"So be close to your customer, your customer's customer, and the end user."

Gene Norrett, Data(}uest

But there are directions and signposts to point the way through the 1990s. Notebook and hand-held PCs are growing rapidly, and highperformance PCs can compete with workstations. Performance, portability, individual use, communication, integration, and multimedia are all characteristic of the products of the 1990s.

Graphically oriented, software-driven, easy-to-use products are what the end users will expect.

"So be close to your customer, your customer's customer, and the end user," concluded

Mr. Norrett.

The Road to Quality

"Quality is what your customer says it is," commented Geno On, Motorola Incorporated Semiconductor Products Sector senior vice president and director of Customer Relations. Mr. On recounted that Motorola started the process that ultimately led the company to the Malcolm Baldrige award in 1979- Managers at an annual management meeting were trying to detennine how to gain better Motorola acceptance, when one manager noted that the "product quality stinks." Bob Gahdn, who was chairman and

CEO at the time, made it clear he had a personal and emotional commitment to quality.

Mr. On said it was hard to reorient the established company culture, but the company had embarked on an extensive training program.

Design for quality, design for manufacturability, cycle time management, and statistical process control became standard courses for employees.

Motorola then developed a program to achieve quality. The key elements of the program are as follows:

• Develop a plan of five or six easily understood pivotal strategies

• Develop a formal or informal organizational structure to implement the plan

• Set goals to improve quality tenfold and when achieved, do it again

• Focus on the market and the customer

• Place services and support closer to the customer

• Develop a common system of vendor evaluation for the company's worldwide procurement organization

• Develop a worldwide communications capability

Out of the program came the goal of Six Sigma, which amount to 3-4 defects per 1 million opportunities. TTiis objective is applied to all company operations including administrative processes, as well as design and manufacturing processes. Mr. Ori also said that it is essential to develop communication between the company and customer at all levels. "If we can have a two-day monthly (accounting) dosing, why can't we share how we do that with our customers? It's getting together to solve a common problem," Mr. Ori said.

Evaluating Suppliers

One ingredient in achieving quality is through the suppliers. Gene Richter, executive director of Corporate Procurement for Hewlett-Packard

(HP) Company, described how HP developed an extensive supplier-measurement system. He noted that some suppliers appear to have a short-term view of supplying customers. " Tell

Gene Richter (Executive Director of Corpirate Procurement,

Hewlett-Packard) relaxed before spealdng at tbe conference.

©1991 Dataquest Incoiporated / 1290 Bidder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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Special Edition me how I'm measured, and I'll tell you how I behave' is how many suppliers seem to react," said Mr. Richter. This apparent attitude indicates a lack of consistency in service and product

quality, he observed.

HP holds regular periodic, aggressive proactive evaluations that involve the management of both companies. The company evaluates semiconductor suppliers on technology, quality, responsiveness, deliveiy, and cost. Suppliers are scored in each category and compared with other suppliers of the same product types.

Without disclosing competitors' names, HP shows each supplier where it ranks among all the suppliers. Mr. Richter outlined the following expectations for each category:

• Technology expectations

O New technology

O Mutual engineering

a Commitment to R&D

• Quality expectations

O Process control

O Demonstrate product reliability by test as requested

• Documentation—^Advance notice of process/product changes

O Responsiveness to alerts and corrective action requests

• Responsiveness expectations

O High-level management commitment to HP

O Effective worldwide factory and field support for all HP entities

O Long-term product support

O Flexibility to changes

• Delivery expectations

a On-time delivery

a Lead time

O Packaging

• Backup shipment strategy

• Cost of ownership expectations

O Worldwide price leadership a Continuous cost reductions through process improvements

Semiconductor Manufacturing

SEMATECH is alive, well, and making significant contributions, reported Dr. William Spencer,

SEMATECH president and CEO. However, the

United States is facing a serious uphill struggle.

Manufacturing is a major technical issue facing

U.S. industry today. About 30 percent of the automobiles across the United States are of foreign manufacture; in California, the percentage rises to 50 percent. All consumer electronics come from outside the United States.

From being the largest manufacturer in the world, U.S. manufacturing has declined to where the country is manufacturing only

25 percent of the goods consumed here, reported Dr. Spencer. Even if the foreign goods are produced in the United States, the money goes to Japan. Only 1 U.S. bank is in the top 40 banks worldwide.

SEMATECH was formed to address the piemanufacturing issues of manufacturing infrastructure and quality management. It will meet all its objectives by the end of 1992, said Dr. Spencer.

But the SEMATECH demise, reported by one newspaper, is premature because of the rapid rate of technology change. Of all the accomplishments, the building of cooperation is the most important. This is a forum for the exchange of ideas.

Dr. Spencer forecast that in the next century, a fab will cost over $2 billion; and with the manufacturing efficiencies of these megafabs, only about two dozen will be needed. He believes that niche markets will no longer be safe because more capable tools will be able to produce full-custom products in zero time.

What SEMATECH is striving for is to accelerate technology, to reduce the current three-year development cycle to two years in order for

U.S. companies to be competitive in the semiconductor market.

Ihe Semiconductor Outlook

Jerry Banks, Dataquest principal analyst and director, reported that semiconductor consumption would grow 9-3 percent in 1991 and

13.5 percent in 1992. The near-term growth is driven by forecast economic recoveries in both the United States and the United Kingdom, together with strong economies in the major electronic equipment-consuming countries. Dataquest expects the semiconductor market growth rate to peak in 1993 at 15.7 percent. The overall forecast compound aimual growth rate (CAGR)

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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Special Edition

Figure 1

Worldwide Semiconductor Revenue Growth Forecast b y Region

Percentage of Dollar Growth

20

15-

10-

-5

Worldwide

Source: Dataquest (December 1991)

North

America

Figure 2

Semiconductor Product Growth Forecast

Japan Europe

Asla/Paclflc-

ROW

MOS Memory

IVIOS Logic p^:'^-.-

\\\W"..-\-

Lm

M^^^^^^

^^^^

IVIOS Microcomponents

Bipolar Logic

Bipolar IVIemory

Analog

Discrete/Opto

-25

^^^msM^

^ • S i i ^ ^ ^ S ^ ^ H Uiii^^Bi

r<..\\.\.~

\ - . ''•>. '''/. ''-'J^ '''•. '''.-. ''^:. "--

F31 1989-1990

1 -

-15

1

^

WiM^Mf

^

^ 1990-1991

H 1991-1992

1

15 25

Percentage of Revenue Growth

Source: Dataquest (December 1991) for the period of 1990 to 1995 is 11.8 percent—a far cry from the 19.1 percent achieved during the five-year period of 1985 to 1990.

Although the semiconductor market is showing signs of maturing as shown in Figure 1 (evidenced by a slower CAGR through 1995), strong absolute dollar growth will still occur on an annual basis. As seen in Figure 2, Dataquest is forecasting that semiconductor consumption will surpass the $100 billion mark in 1995. The real chdlenge in the 1990s is not just how to grow revenue but rather how to achieve profitability.

Networking for Competitive

Advantage

In the past, companies were vertically structured organizations, reported Stan Bruedcrie,

Dataquest vice president and director, in his

©1991 Dataquest Incorporated / 1290 Bidder Park Drive, San Jose. CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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Special Edition talk entitled "A New Way of Looking at the

Electronics Industry—^Networking for Competitive

Advantage." "My objective is to suggest that we are moving from what I would call a vertically structured industry, with laige companies supported by a network of suppliers of raw materials competing against each other, to what

I would call a networked structure. This is where groups of specialized companies form alliances with other specialized companies to address an array of market opportunities."

Mr. Bruederle observed that companies with flexible alliances, as opposed to vertical stmctures, are rapidly gaining market share against the vertical oiganizations. He cited Apple Computer Inc., Compaq Computer Corporation, and

Sun Microsystems Inc. as examples of companies that had rapidly increased market share by using a network strategy. They depend on outside companies for some of the capabilities they sell or use within their systems.

Mr. Bruederle said that as the result of the commoditization of computers, companies are begirming to change the way they view their businesses. What is happening is that the decreasing price of the commodity products opens the opportunity for new applications.

Computer companies are being challenged to behave more like consumer electronics companies. Because few companies can compete in all applications, develop all the needed technologies, or operate effectively in all the distribution channek, it is necessary to build network alliances. Such networked companies,

Mr. Bruederle believes, will continue to grow and prosper.

Multifnedia

"Multimedia is the third wave of computing," declared Marc Canter, founder and president of

MacroMind, a seven-year-old multimedia software company. "The first era was the textbased era. TTie second era of computing was the graphical user interface—^what we call the

GUI era. Finally, w e are heading into the third era of multimedia computing, in which the computer will have video, animation, and sound. It will be pen-based, it will be portable, it will be on a network, it will have a very fast

SCSI on it, and it will have more mips and storage than you know what to do with."

Mr. Canter said that the technology needed for multimedia is here today. The problem with computers is that they are hard to use. The way the human adapts to the software is the

Maik Cantei (president and CEO, MacroMind) spoke on multimedia. key point where man and technology come together. The kinds of hardware Mr. Canter considers necessary, besides higher-speed processors and more memory, are stronger graphics and networking capabilities. Also, he believes that standards need to be refined— software standards, interface standards, digital/ video standards, and digital/audio standards.

Mr. Canter observed that in the computer industry, 80 percent of all money is spent on hardware, 15 percent is spent on software, and

5 percent is spent on repair and maintenance.

He contrasted this to the entertainment industry where the TVs, VCRs, CD players, and stereo systems command a far smaller percentage of the total industry income compared with the entertainment media—the content of a CD or

VCR tape. In the computer industry, the content, or data, has had littie value. With multimedia, he suggests that the value will be in the content; that there is already a merger in progress between publishing and entertainment; and that the real money will come from the content of the interactive CDs or other media.

Comniunications Trends

Stagg Newman, assistant vice president of technology of Pacific Telesis Group, told conference

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012418

Special Edition attendees that personal communication, image communication, and distributed processing are the drivers for communications equipment into the future. The four enabling technologies that will allow the move to the future are already here. They are digitization, speech and image processing, fiber optics, and intelligent control.

He demonstrated the difference in audio transmission a decade ago, the present, and the future with Integrated Services Digital Network.

Having different phone numbers for office, fax, secretary, home, telex, e-mail, and cellular telephone can become confusing and cumbersome.

Mr. Newman thinks that we are rapidly approaching the time when people will be issued one identifier number. Through that number, the system would be able to track us from place to place, city to dty, or around the world. The future system will provide call directing, provide call screening, and allocate the billing. Also, he foresees scratch pads that send messages, wireless telephone exchanges in businesses, cellular notebook PCs, and video pagers.

The tetherless communications systems will be good for the semiconductor industry, said

Mr. Newman. Telephones will need more processing power and sophisticated ASICs. He noted that the growth rate for communications chips is strong and will continue to be strong.

Matching User Needs

Dataquest's John Jackson moderated a panel that discussed the topic entided "Direction of

Strategic Semiconductors: Will they Match User

Needs?" The panelists were Wilf Corrigan, chairman and CEO of LSI Logic; H. Egawa, senior vice president and director of Toshiba Corporation; Craig Barrett, executive vice president of

Intel Corporation; and Morris Jones, senior vice president of Chips & Technologies Inc.

"Product flexibility is going to be critically important."

Morris Jones, Chips & Technologies

Mr. Corrigan saw the current market condition as an illustration that there is not only an excess capacity of semiconductors but also an excess of technological capacity. "The issue over the next five years is that the semiconductor technology is actually running ahead of the applications, and, to some extent, the user base is awash with semiconductor technology," he said. "I think the problem reaUy is creating the needs for the technology rather than the silicon technology responding to the needs of the customers. Because, if the customer can define it, one way or the other, the semiconductor industry can produce the silicon in relatively short order. It only needs the definition of the need."

"Product flexibility is going to be critically important," said Mr. Jones. He thinks that many customers find themselves in the quandary of whether to use existing standards, although they may not precisely meet their needs, or go for their own specific ASIC solution with its higher risk. He believes that part of thi; answer is that the strategy of the future will have software as an integral part of the solution to add flexibility. "Most future products that we look

wm Corrigan (Chairman/CEO, LSI Logic Corp.), Morris Jones (Senior Vvx President of Technology, Chips & Technologies Inc.),

Craig Barrett (Executive Vice President, Intel Corporation), and H. Egawa (Senior \^ce President and Director, Toshiba Coiporation) fanned a panel to discuss how chips will meet user needs in die future.

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012418

8

Special Edition at implementing and designing are far too complex to be done in hardware alone," he said.

"At Chips, we view that the future products will be highly integrated single-chip products, and they are going to offer ranges of flexibility through both hardware and software microcode."

Mr. Barrett said, "I see our challenge as twofold we can either sell commodity products . . . those products that other people can manufacture that are either identical to or the equivalent of. The option that you have is to add some value to the transistors you make, and then get value-added pricing rather than manufacturing pricing." He identified four ways to add value: applications expertise gained from customers and end users, an efficient product design, a leading-edge fabrication process, and the upgrade and add-on distribution channel.

He also commented that the semiconductor industry was on a technology treadmiU—that the pattern of doubling transistor density every year to year and a half on a chip of silicon was true. "We will have 100-million-tiansistor logic chips by the year 2000; we will probably have billion-transistor memory chips or gigabit memory chips by the year 2000. But the objea for us, as manufacturers, is to figure out how to add value and get a differentiated price for it."

Mr. Egawa noted that memory is a typical commodity product with a large market, but a difficult product area in which to maintain a stable business. He noted that the DRAM produa line had strong growth through 1988, but it has slowed somewhat in the period of 1988 to

1991, and he thinks it will be even slower through 1995. The forecast is ". . . for stable growth of the DRAM business for the years

1991 to 1995. But the stable business of the

DRAM is never realized." The only solutions he sees are for partnerships to be formed between vendors and customers that would allow closer monitoring of production, or to differentiate products for specialty applications.

Investor's Perspective

Tom TTiomhill, vice president and semiconductor analyst for Montgomery Securities and luncheon speaker for the conference, noted that his perspective on the industry focused on where value is created, where it is added, how it can be defended, and the investment implications. 'The electronics industry, because of the rate of change of technology, is particularly susceptible to shifts in value added," he said.

The ability to add value has shifted away from the PC companies, and their ability to differentiate product has declined. In this market, there has been a significant shift in the balance of

Gene Norrett (Corporate Vice President of Marketing, Dataquest), Peter Stevenson (Senior Engineer, ISM), Sam Yoimg (Director of

Memories, Dataquest), John Melgalvis (Competitive Assessment-Procurement, IBM), and Mark Giudici (Associate Director, Dataquest) socialize at the evening reception.

©1991 Dataquest Incorporated / 1290 Bidder Paric Drive, San Jose, CA. 95131-2398 / (408) 437-«000 / Fax (408) 437-0292

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Special Edition value-added from systems companies to semiconductor suppliers. Mr. Thomhill commented that perhaps there had been even a larger shift to the software suppliers.

As more systems features are integrated on the silicon with the processor, it is the silicon supplier that increasingly defines the largest element of value-added in the hardware. He questioned whether the component suppliers as a group would be able to capture and hold this value-added element, or whether it will be competed away. "If it can be captured, the semiconductor industry will have the opportunity to earn a return on irmovation over the next cycle and significantly increase the average return on capital," said Mr. Thomhill.

Application Markets

Worldwide equipment production is expected to grow from $612 billion in 1990 to $870 billion in 1995—a CAGR of 7.3 percent—reported Greg

Sheppard, a Dataquest director and principal analyst. However, the growth will be fairly everily divided among industry segments, and there will be litde shift in the semiconductor distribution, he said.

Nevertheless, Mr. Sheppard does foresee some shift in where companies find their business.

Traditional OEMs are beginning to provide the same value addition previously found in the distribution channels and among the valueadded resellers. Also, these OEMs appear to be abandoning the bottom part of their vertical integration—^making their own electronics—^in favor of establishing tight relationships with electronics specialists. For semiconductor companies, this shift means learning •where the customers are and where they are going to be in the future as they reposition themselves

(see Figure 3).

"Data processing should continue to be the largest user of semiconductors. "

Greg Sheppaid, Dataquest

Data processing—^including computers, peripherals, and office automation equipment—should continue to be the l a t e s t user of semiconductors (see Figure 4). The second-largest user of semiconductors is the consumer electronics segment. "Even though this is a maturing segment, there is a high enough level of volatility and activity to pay close attention," commented

Mr. Sheppard.

Figure 3

Electronic Equipment Production b y Application

Transportation

2.6%

Transportation

3.0%

1990

Source: Dataquest (December 1991)

1995

©1991 Dataquest Incorporated / 1290 Ridder Paik Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (40® 437-0292

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10

Special Edition

Figure 4

Semiconductor End Use

y^ Communi- / ' V

Industrial

10.2%

/ \ cation / \

\ — Mil/Aero

\ 5.2%

I Consumer \ / - / _^---' f 20.6% \ / - / ^ ' - ' ' ' ' ^ r Transportation i

4 7 0 ^

^''^ommynl- / ^ S ^ ^

/ \ cation / >i

Consumer \ / y^^^^'-'^'"'^

19.2% X L x i i - ' ' ' ' ' ' ^

V Mil/Aero

_ 1 4.0%

\ Data Processing

\ 45.3%

\ Data Processing

/

1990

Source: Dataquest (December 1991)

1995

The enabling factors and technologies that will allow the electronics industry to advance are as follows:

• The refinement of standards, which can trigger new markets and product displacement

• Power management, just n o w being seen in portable electronics

• Data and image compression for graphics and data storage

• PC cards for mass storage, memory addition, fox, modem, or applications

• Economical flat panel displays

• Handwriting and voice recognition

Mr. Sheppard noted that the market drivers for semiconductors are currently communication and networking, as well as portable and personal computing. He also noted that multimedia is beginning to become a factor. Digital television is beginning to become a reality, illustrated by the feet that digital signal processing (DSP> like processing is going into current-model

TVs. Moving further into the 1990s, personal communications (i.e., the cellular telephones, video pagers, and Dick Tracy-type video wrist communicator), high-definition television

(HDTV), and digital photography will grow in significance. Over the horizon are parallel computing, neural computing, artificial vision, and complex speech-recognition applications.

Breakout Sessions

On both days of the conference, the general talks and lectures were followed in the afternoon by breakout sessions to cover subjects in more detail. The breakout sessions of the first day focused on semiconductor products, manufacturing, and pricing. The individual seminars covered DRAM Device and Manufacturing

Trends; ASICs, Tools and Foundry; Semiconductor Pricing and Procurement Trends; and

Semiconductor Manufacturing Trends.

The second day's breakout sessions targeted semiconductor application markets, trends, and issues. The individual sessions addressed Personal and Wireless Communication; PCs and

Personal Workstations; Mass Storage; and Flat

Panel Displays.

By Marc Elliot

©1991 Dataquest Incorporated / 1290 Eidder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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Special Edition

11

Tentative 1992 Dataquest

Conference Schedule

North America

Forecast '92—

Technology

Briefing

Ledgeway Service & Support

Document

Management

Computer

Storage

SEMICON/West

"Workstations/

Networking

Semiconductor

March 19

April 6-7

May 6-7

June 1-2

June 17

September

Oaober 5-6

San Jose

Boston

San Francisco

San Jose

San Francisco

TBD

Monterey

Europe

Computer

Storage

Computer

Industry

Semiconductor

Document

Management

Colour

Telecommunications

Ledgeway

January 22

March 31

April 2,.

April 7

April 9

June 3-5

September 16-17

September 18

Oaober 28-30

November

Japan and Asia

Semiconductor

Computer &

Telecommunications

April

June

Strategic Industry September

Technology

Briefing

Peripherals

September

Oaober

TBD = To be detetmined

Munich

Milan

Munich

London

Paris

Dublin

Paris

Paris

Munich

Amsterdam

Tokyo

Tokyo

Taipei

Seoul

Tokyo

Dataquest Offers

Consulting Services

Dataquest has found that there are occasions when client needs go beyond the scope of the published Dataquest service, or a client has specific needs outside the information provided l ^ existing services. Dataquest has built a consultii^ group to support the infonnation requirements of the aftical or strategic decision process. We offer a wide range of custom consulting that can be grouped in three general categories: Emecging Technology, Market

Opportunity An^ysis, and Product Positioning,

Emergixig Technology Analysis

Dataquest's Emerging Technology Analysis program is designed to assist companies in assessing the potential impact of an emerging technology on their companies, on their products, and on their markets. This analysis can help determine the timing for new product opportunities and identify potential market sizes. It can also clarify current technologies and products likely to be rendered obsolete and the characteristics of future competitive environments. The methodology is as follows:

• Identify emerging technology specification.

• Forecast competing technologies.

• Compare features.

• Assess the market penetration of the new technology.

• Identify the impact of external factors.

• Analyze risk.

• Synthesize composite infonnation.

Market Opportunity Analysis

Dataquest's Market Opportunity Analysis program is designed to give an initial overview of a newly forming market. A multiservice team is used to ensure that all aspects of market influences are identified, not just an estimate of potential market size. The methodology is as follows:

• Assemble a multispecialty analyst team.

• Articulate the key issues.

• Refine key issues with the client.

• Gather and analyze issue-oriented data,

• Develop a recommended course of action.

• Review recommendations with the client.

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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12

Semiconductors Worldwide

Product Positioning

Dataquest's Produa Portioning program is designed to assist companies in analyzing their produa portfolios and to develop product/market strategies that will improve their competitive position. Dataquest works with dients to apply a disciplined procedure to analyze client products/market positions and to develop product/market strategies. The methodology is as follows:

• Work with the client to clearly define and document objectives.

• Identify the current market position and the client's strengths and weaknesses.

• Work with the client to develop strategies for the transition from existing position to defined objectives.

• Develop criteria for evaluating new products.

• When considering new products, draw on all company resources for new product ideas.

• With the client, evaluate new product ideas using criteria previously established.

• Refuse to accept the new product until all criteria are met.

Miilticlient Studies

Dataquest also offers multiclient studies for a smaller set of clients than would normally support a Dataquest service. Multiclient studies are used for topics that do not require frequent updates.

If your needs go beyond the scope of your regular Dataquest service, call your Dataquest

Account Manager and give us an opportunity to support your needs.

For More Information . • .

On the topics in this issue Semiconductors Worldwide (408) 437-8270

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About other Dataquest publications Sales (408) 437-8246

About upcoming Dataquest conferences Conferences (408) 437-8245

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Dataquest may be dients of this and/or other Dauquest services. This information is not fiimiabed in connection with a sale or offer to sell securities or in connection with the solldtation of an offer to buy securities. This firm axtd its parent and/or dieir officers, stockh^deis, or ixiembers of their families may, from time to time, have a long or short position in the securities mentioned and wacy sdl or buy sucfa securities.

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Dataoyest

a company of

The Dun & Bradstrcct CorporatEon

Dataquest

Perspective

1ft*0rWMA rSOM RfSOURCE CENTEM

U A l A U U L o l .NCORPORATED

I9tj0 Kidder Park Drive

San J o ^ , C A 951312398

(408) 437 8600

Semiconductors

Asia

Vol. 1, No. 1

December 9, 1991

Asia/Pacific Pricing Update

DQ Monday Report- Volume Mean Pricing

The volume contract pricing taken from the latest on-line DQ Monday Report notes the differences in Asia/Pacific regional semiconductor price families.

By Dataquest Regional Offices Page 2

Market Analysis

November Market Monitor: How Much Longer to Christmas?

The Market Monitor is a monthly Dataquest artide that presents updates and analyses of semiconductor consumption in Asia/Pacific's newly industrialized economies (NIEs) of South

Korea, Taiwan, Hong Kong, and Singapore, Its purpose is to provide insight into the monthly updates and analyses of market trends and expectations for the ensuing tiiree to six months.

By Daniel Heyler Page 3

Product Analysis

November Electronics Equipment Production Pulse: Singapore's Data Processing Output

Outshines the Rest of Asia

The Production Pulse is a monthly report on electronics equipment production in the NIEs. It is designed to provide readers with foresight into the rapidly changing semiconductor application trends through analysis of regional product variances impacting semiconductor demand.

By Daniel Heyler Page 5

TechnoloGV Analysis

Taiwan's SemicondtKtor Mission: Hsinchu Science-Based Industrial Park

Taiwan's second largest import after oil is semiconductor components, depending primarily on Japanese memory suppliers and Intel and AMD for microprocessors. This article investigates the status and direction of Taiwan's Sdence-Based Industrial Park and examines company capital spending, which will be about $708 million in 1991.

By Daniel Heyler

Page 16

Company Analysis

The Quest for Capacity at Less Capital Cost Continues: MOSel Acquires Vitelic

Even semiconductor companies in capital-rich Taiwan are not immune to modem-day realities of semiconductor manufacturing. The recent announcement that MOS Electronics Co. (MOSel) will merge with Vitelic illustrates continued conMnitment by industry and government leaders to building a large, diverse semiconductor manufacturing base in Taiwan.

By Daniel Heyler Page 20

News and Views

VMC Enters Chip Sets and Revamps Fab 1

By Daniel Hyeler

Asia/Pacific Exchange Rates

By Dataquest Research Operations

Page 22

Page 23

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0012353

Semiconductors Asia

Asia/Pacific Pricing Update

DQ Monday Report:

Volume Mean Pricing

74AC00

FamUy

74AC138

74AC244

74AC74

Lead Time (Weeks)

4F00

4F138

4F244

4F74

Lead Time (Weeks)

7805-TO92

CODEC-FLTR 1

CODEC-FLTR 2

Lead Time (Weeks)

DRAM l M b x l - 8

DRAM lMbx9-8

DRAM 256KX1-8

DRAM 256KX4-8

DRAM 4 M b x l - 8

EPROM 1Mb 170ns

EPROM 2Mb 170ns

SRAM 1MB 128KX8

SRAM 2 5 6 K 32KX8

SRAM 64K 8Kx8

Lead Times (Weeks)

68020-16

80286-16

80386DX-25

80386SX-16

R3000-25

Lead Times (Weeks)

NA = Not available

Source: Dataquest (November 1991)

Taiwan

0.18

0.31

0.42

0.23

4

0.11

0.18

0.27

0.l6

4

39.75

1.43

4.60

17.78

4.75

8.65

17.10

4.25

1.60

4

47.25

11.50

189.00

58.50

NA

NA

0.15

2.05

4.85

3

4.40

18.40

4.00

8.00

18.70

4.80

1.50

7

47.50

12.80

193.00

63.20

NA

NA

Hoflg K o n g

0.18

0.34

0.48

0.24

5

0.10

0.20

0.29

0.13

5

0.14

2.15

5.05

4

4.40

44.00

1.50

4.40

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

Re^onal A v e r s e

0.16

4.20

39.92

1.34

4.27

16.89

4.18

7.88

NA

4.12

0.13

4.67

0.13

1.85

NA

NA

1.43

4.67

NA

12.43

NA

58.90

NA

NA

0.29

0.41

0.21

4.67

0.10

0.17

0.26

0.23

0.11

5

0.11

1.35

NA

NA

3.80

36.00

1.10

3.80

14.50

3.80

7.00

NA

3.30

1.20

3

NA

13.00

NA

55.00

NA

NA

Korea

0.13

0.21

0.34

0.17

5

0.09

0.14

Semiconductors Asia

Market Analysis

November Market

Monitor: How Much

Longer to Christmas?

Dataquest has expanded the Asian Semiconductors and Elearonics Technology Service (ASETS) quarterly Asia/Pacific Semiconductor Consump-

tion Update to a monthly Dataquest Perspective article titled Market Monitor as part of Semicon-

ductors Asia. Dataquest will continue to publish one long-term, demand-driven semiconductor consumption forecast in September and a forecast update in April of the following year.

Dataquest's Market Monitor estimates that during the fiirst seven months of 1991, consumption of semiconductors in the newly industrialized economies (NIEs) reached U.S.$4.2 billion (see Figure 1). Dataquest believes that moderate growth in the first quarter was followed by approximately 6.1 percent growth in the second quarter, but growth slowed during the third quarter to 5-5 percent. D^aquest expects the seasonal pattern of high growth during the fourth quarter to be moderated by the current weakness in various end-equipment market demands (please refer to November Production

Pulse elsewhere in this issue). Our current outlook for the fourth quarter is that semiconductor consumption will have an unusually modest growth rate of 5.7 percent in the Asia/Pacific region.

Our exp>ectation for 1992 show^s a continuation of the current trend through the first quarter and stabilization during the second quarter.

Dataquest does not ejqject to see the dramatic swings in semiconductor shipments that often occur between the fourth and first quarters.

Current management of inventories on both the systems and semiconductor sides remains tight as uncertainty about the Christmas season in

Europe and North America as weU as the likelihood of a slow economic recovery dictate conservative purchasing planning. Hence, pricing trends in Asia/Pacific will continue their gradual descent as uncertain demand weakens the semiconductor price support (please refer to Asia/

Pacific Pricing Update elsewhere in this issue).

Countries: Singapore's

Consumption Excels from

January to July

Our look at each country in the region estimates that South Korea's consumption of semiconduaoTS (domestic shipments, captive

Fig;ure 1

November Semiconductor Country Market Monitor

Millions of U.S. Dollars

3000

1989 1990

'Forecast 1 South Korea

Source: Dataquest (November 1991)

July 1991

Year to Date

1991* 1992*

Taiwan W/\ Hong Kong | | Singapore

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

Semiconductors Asia and merchant, plus imports) reached approximately U.S.$1.4 billion from January to July

1991 (see Figure 1). Our annualized forecast of

13.1 percent growth in total semiconductor consumption for 1991 is currently on track. We expect improved European and North American export market demand to drive next year's anticipated 14.1 percent consumption growth.

Dataquest estimates that 85 percent of South

Korea's semiconduaor consumption is derived from data processing and consumer electronics companies. Our current total semiconduaor forecast of U.S.$2.4 billion for 1991 represents a

13.1 percent market growth over the previous year.

Dataquest's monitoring of Taiwanese semiconduaor demand from January to July put dollarbased consumption at U.S.$1.3 billion (see Figure 2). We currendy forecast the Taiwanese market to grow 14.8 percent during 1991 and

15.7 percent in 1992. The consumer electronics market has begun to stabilize as large manufacturers have upgraded products and automated produaion. Low-end "mom-and-pop" operations will continue to sell to the local market, but their exports carmot compete with China's labor costs. Unit shipments of application-specific standard products (ASSPs) have grown dramatically (see ASETS newsletter 1991-8, "Asia/Pacific

Semiconduaor Update: Chip Set"), but the current quarterly price deterioration of 15 to

20 percent has eroded revenue. The enity of the Taiwan-based United Microelectronics Corp. to the 486-based chip set market is escalating

Asia/Pacific chip set competition. Unit and particulariy revenue growth of the data processing equipment market have slowed, but semiconduaor demand for highly integrated, low-power

(3 volts) CPUs and memories, ASSPs, and application-specific integrated circuits is forecast to show healthy revenue growth and price stability in 1992, which is refleaed by our 15.7 percent consumption growth forecast.

Semiconduaor consumption in Hong Kong and

Singapore were approximately equal in 1990, according to Dataquest market share estimates.

We have seen semiconduaor consumption growth in Singapore consistendy outstrip other

NIEs since 1988. Last year, Singapore's consumption matched that of Hong Kong's for the first time despite Hong Kong's massive manufacturing support in China.

The charaaer, focus, and strategies of the two city-states are different. Singapore's proactive government support of electronics and success at attracting large-scale, mass-production plant investments are diametric to Hong Kong's diverse, entrepreneurial, laissez-faire operations.

The dynamism of the Hong Kong market and

Figure 2

November NIE Semiconductor Applications Market Monitor

Millions of U.S. Dollars aooo

1989 l X > j TotaJ Equipment

•Forecast

Source: Dataquest (November 1991)

1990

July 1991

Year to Date

1991

Data Processing tX:^\ Consumer I I Communication

1992*

Others

©1991 Dataquest Incorporated / 1290 Bidder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

Semiconductors Asia its proximity to demand in southern China allow for a higher degree of opportunity and market access than supplying to Singapore's consolidated multinationals such as Apple

Computer Inc., Compaq Computer Corporation,

Hitachi Ltd., and Matsushita Electric Industrial

Company Inc., the dominant disk drive manufacturers.

Suppliers to the semiconductor market in Asia/Pacific are expressing an unusually high degree of uncertainty for this time of year.

Dataquest expects Hong Kong semiconductor consumption to grow 6.5 percent in 1991 and

14.1 percent in 1992. Nevertheless, we expect

Singapore's consumption to grow 13.7 percent in 1991 and l6.4 percent in 1992 as it becomes a diversified equipment manufacturer that will challenge Taiwan and South Korea as the major consumer of data-processing-related semiconductors in Asia/Pacific.

Applications: Conunutiications

Segment Rises to life

Dataquest forecasts total semiconductor consumption dollar revenue in the NIEs to grow

12.8 percent in 1991. We expect consumer applications to surpass data processing consumption by 1992, but both data processing and consumer markets will control 83 percent of the total semiconductor market (see

Figure 1). This share will continue its decline, as we have seen rapid growth in communications equipment production throughout the

Asia/Pacific region.

Dataquest Perspective

Suppliers to the semiconductor market in Asia/

Pacific are expressing an unusually high degree of uncertainty for this time of year. Traditionally the region begins to see orders pick up during the late third quarter in time for a year-end push by equipment manufacturers for the

Christmas season. Semiconductor vendors have seen the market deteriorate from the late second quarter to the present. Market conditions have improved slightly after dropping off during the third quarter. However, there is little optimism among semiconductor suppliers that conditions will improve significantly from now until the second quarter of 1992. •

By Daniel Heyler

Product Analysis

November Electronics

Equipment Production

Pulse: Singapore's

Data Processing

Output Outshines the

Rest of Asia

The Electronics Equipment Production Pulse is a monthly report on electronics equipment production in the newly industrialized economies (NIEs). It is designed to provide decision makers with foresight into the rapidly changing semiconductor applications trends through an analysis of regional product variances that impact semiconductor demand.

Understanding the plethora of electronics equipment product trends in the NIEs requires a simplified examination of developments in each of the six application segments (data processing, consumer, communication, industrial, transportation, and military/aerospace) between countries while also comprehending country equipment variances.

The first of the following two sections presents a segmented analysis and graphs of the NIEs.

The second section provides equipment analysis and graphical representation of production for

South Korea, Taiwan, Hong Kong, and Singapore, Because this is the first issue of Produc-

tion Pulse, we have included some historical information to serve as reference to the present industry and country analyses.

Overview

The NIEs' electronics equipment production during the first half of 1991 exceeded the year-toyear growth during the same period of 1990.

Figure 1 indicates that from January to July

1991 the region generated approximately

U.S.S25.3 billion in faaory revenue, which is equivalent to 63 percent of 1990's annual total of U.S.$40.3 billion. If the aggregated momentum of the third and fourth quarters equaled that of the first and second quarters, then the NIEs' electronics industries would achieve

24 percent growth this year. Instead, based on our current view of this marketplace (see

Figure 2), Dataquest currendy forecasts total

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

Semiconductors Asia

Figure 1

NIEs' Electronics Production

Millions of U.S. Dollars

45000

40000

35000

30000-

25000

20000-

15000

toooo

5000-

0

NK

^

'K

^M

^

M^

\N

1989

Source: Dataquest (November 1991)

^ ^

1990

Figure 2

NIEs' Electronics Eqpiipment Production Forecast

m

Military/Aerospace

Transportation

Industrial

Communication

Consumer

Data Processing

Total NIEs

Rs:

h.-^,%.V^...%.|

July 1991

Year to Date

^ 1990

1991*

1992'

20

Z5

Source: Dataquest (November 1991)

©1991 Dataquest Incorporated / 1290 Eidder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

Semiconductors Asia production to grow 7.1 percent. That is indeed not good news.

However, the strength of the first and second quarters will enable the NIEs to exceed 1990's

5.4 percent growth. Similarly, we expect semiconductor consumption to grow approximately

12 percent compared with 1990's 8 percent growth. As for the entire Asia/Pacific-Rest of

World (ROW) region, electronics equipment production is expected to grow^ 10.9 jJ^rcent in 1991 compared with 13.5 percent growth in 1990.

Application Segments

Delta Processing

Data processing is the second largest equipment segment in the NIE region (see Figure 3). It comprises the subsegments of computers, data storage/subsystems, terminals, input/output (I/O) apparatus, and dedicated systems. Taiwan is the largest manufacturer of data processing equipment; its share totaled U.S.$5.0 billion in 1990.

Singapore's predominance in data storage/subsystem equipment, reaching U.S.$3.1 million in

1990, enabled it to rank second among its NIE counterparts in data processing production.

More than U.S.$15 billion in data processing equipment was produced during 1990. We believe that this segment is undergoing radical diversification in Asia/Pacific. Small and medium-size companies will be challenged to find high-valued-added niche markets, while large Asian companies must develop massmarketing mind sets and make their affordable systems desirable to the international general public's applications.

The PC industry once depended on contraa manufacturing, and its efficiency and low-cost manufacturing afforded substantial profits even with a three-tier distribution system. Declining

PC prices worldwide and rising production costs in Asia/Padfic dictate direct-marketing-driven strategies rather than OEM dependence. For leading-edge companies, low-powered portability will be the theme of the PC segment in the

1990s, and semiconductor companies will be challenged to ensure low power consumption and high integration.

Consumer

Consumer electronics equipment production is the second largest industr^ segment among the

NIEs, with approximately U.S.$l6.9 billion in

1990 and U.S.$10.5 billion from January to July

1991 (see Figure 4). Dataquest's semiconduaor applications market analysis of consumer electronics includes a breakdown of equipment into audio, video, personal electronics, and appliance subsegments. South Korea's consumer equipn ment production accounts for 58.7 percent of the region's total output, and South Korea should remain the dominant consumer electronics manufacturer in Asia outside Japan.

While Taiwan and Hong Kong (supported by an electronics industrial base inside its border with China) produced an estimated respective U.S.$2.8 billion and U.S.$2.3 billion in 1990, Singapore's output lagged behind at

U.S.$2.0 billion. During the first seven months of 1991, Dataquest has seen particularly strong growth in Singapore's audio, video, and appliance industries, which reached 74 percent of

1990 production by July 1991.

The growth in Taiwan's television and appliance industries together accounts for approximately

40 percent of consumer equipment output.

Many assembly-oriented operations in Taiwan and Hong Kong continue to transplant to China and Southeast Asia, where labor is inexpensive and most favored nation trade status is available. In the meantime, Taiwan's leading consumer companies, such as Tatung Electronics, are upgrading domestically made product lines, which are higher in semiconductor content.

Dataquest forecasts NIE consumer electronic production in 1992 to grow 7.9 percent, thus exceeding 1991's 4.8 percent forecast growth.

We expect Singapore's expansion to outpace

South Korea, Taiwan, and Hong Kong because of extensive investments and plant expansion among various Japanese consumer companies.

Dataquest expects production growth in 1991 in color televisions and videotape recorders in

South Korea to outpace that of other regions and equipment.

Communication

Asia/Padfic's third major electronics equipment segment is communication (see Figure 5). This segment is approximately one-third the size of

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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8

Figure 3

Asia/Pacific Data Processing Equipment Production

Millions of U.S. Dollars

18000^

Semiconductors Asia

Taiwan Hong Kong Singapore Total Data

Processing

Source: Dataquest (November 1991)

South Korea

Figure 4

Asia/Pacific Consumer Equipment Production

Millions of U.S. Dollars

20000-

18000

16000

14000

12000

10000-1

800O

6000

4000

2000-

0-

^ ^

VM

fe;#'j

mi w^^

tM

Total Consumer

< > »

SM

^M

South Korea

Source: Dataquest (November 1991)

Taiwan

Hong Kong

E 3 1989

WX{ July 1991

(Year to Date)

Singapore data processing and consumer electronics, but

Dataquest expects it to be the fastest-growing segment from 1990 to 1992 (see Figure 2).

This industry grew 19 percent in 1990 to

U.S.$5.2 billion. The segments of the communications market include premise telecommunication, public telecommunication, mobile communication, broadcast and studio, and other communication. The proliferation of personal computer usage throughout East and Southeast

Asia is creating opportunities for communications companies. Furthermore, every Asia/Pacific government has a telecommunications industrial policy that plans to significantly increase the region's wire and wireless communications capacities.

Despite the rapid expansion of niche industries producing personal and mobile communication, the opportunities in the public telecommunications sector will be inextricably tied to political

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

Semiconductors Asia

Figure 5

Asia/Pacific Conmnmications Equipment Production

Millions of U.S. Dollars

6000-

5400-

4800-

4200-

3500-

3000-

2400-

1800

1200

600

0

Total

Communication

Source: Dataquest (November 1991)

South Korea Taiwan

1989

1990

July 1991

(Year to Date) l-long Kong Singapore bodies. However, the urgent need for telecommunications infrastructural improvements in

Taiwan and South Korea requires liberalization of the current tight government control. Political stability on the Korean Peninsula and across the

Taiwan Straits will engender relaxed military and security requirements in the 1990s. It is not likely that South Korea and Taiwan will ever be as open to foreign equipment and standards as

Singapore and Hong Kong were during the

1980s. Instead, South Korean and Taiwanese plarmers will seek a balance between government support of local communications suppliers and foreign suppliers in the 1990s.

Industrial

Industrial electronics is a relatively new equipment area in Asia/Pacific (see Figure 6). This segment accounts for approximately 2 or 3 percent of total equipment production in the NIEs.

Industrial segments tracked include security/ energy management, manufacturing systems/ instruments, medical equipment, and other industrial equipment. Dataquest saw reasonable growth from U.S.$0.9 billion in 1989 to

U.S.$1.0 billion in 1990; however, during the first seven months of 1991 production totaled only U.S.$0.4 billion.

South Korea is the leading manufacturer of industrial equipment in Asia/Pacific. Its production jumped firom U.S.$0.3 billion in 1990 to U.S.$0.4 billion in 1991. Rapidly growing segments in South Korea include medical equipment and manufacturing systems/instruments.

South Korea manufactures heavy industrial equipment that will rely increasingly on electronics systems, as does the machinery currentiy made in Japan.

Transportation

The transportation segment (see Figure 7) includes electronics equipment used in automotive vehicles or trains. This is the smallest of the six equipment segments in Asia, as it is worldwide. The majority of revenue in the NIEs is derived from car radios and radiocassette players. Because South Korea is the major automobile manufacturer and leading exporter of automobUes in the region, it is understandable that it accounts for 43 percent of NIB transportation equipment production.

However, car radio and radio-cassette production in Hong Kong and Taiwan have become formidable. Because of the high import tariffs on automobiles in Taiwan, auto companies source as many parts (such as radios) as possible locally and assemble the vehicle locally.

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

10

Figure 6

Asia/Pacific Industrial Electronics Production

Millions of U.S. Dollars

1200-

1000

800

600^

400

200-

0

Total

Industrial

Source: Dataquest (November 1991)

South Korea Taiwan

Semiconductors Asia

1989

1990

July 1991

(Year to Date)

Hong Kong Singapore

Figure 7

Asia/Pacific Transportation (Automotive) Electronics Production

Millions of U.S. Dollars

900soo

700-

600

500

400-

300

200-1

100

0

Total

Transportation

Source: Dataquest (November 1991)

South Korea Taiwan Hong Kong

1969

1990

F g ^ Jufy 1991

(Year to Date)

Singapore

Military/Aerospace

The military/aerospace segment is the second smallest and slowest-growing electronics equipment industry in Asia/Pacific (see Figure

8). With the absence of superpower Cold War power politics in Asia/Pacific, there is a power vacuum that forces each country to guarantee its own military security. At the same time, the availability of sophisticated components and systems from Europe and the United States is increasingly restrictive in this post-Desert Storm period. Therefore, Dataquest believes that secretive, domestic development programs to research and manufacture (rather than assemble,

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

Semiconductors Asia

11

Figure 8

Asia/Pacific Military/Aerospace Equipment Production

Millions of U.S. Dollars

1400-

1200-

1000-

600

600

400

200

0

Total South Korea

Military/Aerospace

Source: Dataquest (November 1991)

Taiwan

1989

1990

July 1991

(Year to Date)

Hong Kong Singapore

Figure 9

Asia/Pacific Total Electronics Equipment Production

Millions of U.S. Dollars

45000-

40000

35000

30000-1

25000

20000

15000

10000

5000

0

Total

Equipment

Source: Dataquest (November 1991)

South Korea

Taiwan

1989

1990

July 1991

(Year to Date)

Hong Kong Singapore as in the past) military systems will proliferate in South Korea and Taiwan. Nevertheless, the rapid integration of Asia/Pacific economies dramatically reduces the day-to-day threat of military confrontation. Until a peaceful reunification or mutual coexistence agreement is achieved between the governments of the

People's Republic of China and the Republic of China, millions of dollars will continue to be spent by Taiwan in an attempt to securely defend this island of 22 million inhabitants.

The following section provides an update of the electronics equipment production performance and makeup of South Korea, Taiwan, Singapore, and Hong Kong (see Figure 9). This section is

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

12 Semiconductors Asia

Figure 10

South Korean Electronics Equipment Production

Military/Aerospace

Transportation

Industrial

T

1989

1990

July 1991

(Year to Date)

Communication

Consumer

i^c^^^A^^.x^\v^o^x^^

Data Processing

4000 6000 8000 10000

Millions of U.S. Dollars

12000

Source: Electronics Industry Association of Korea, Dataquest (November 1991) designed to present an overview of each country's electronics equipment performance.

Electronics Equipment Production

South Korea

South Korea's electronic industry is the largest in the Asia/Pacific region. Last year, South

Korea's output reached more than U.S.$l6.8 billion and is forecast to reach U.S.$19.6 billion by the end of 1992. Consumer equipment accounts for approximately 60 percent of the national output (see Figure 10). However, in recent years data processing products have become an important part of the electronics chaebols' (conglomerates') diversification efforts. reached U.S.$3.2 billion in 1990 and grew modestly from January to July 1991, achieving

U.S.$1.9 billion in revenue. Unlike Taiwan's PC industry, South Korea's has shifted slowly to

386-based systems and will depend on volume output of 286-based machines in 1990, as has southeast Asia.

Taiwan

PC and peripherals industries are to Taiwan what color televisions and videotape recorders are to South Korea, and more. Taiwan's electronics output was ranked second to South

Korea's in Asia/Pacific in 1990 at approximately

U.S.$9.9 billion (see Figure 11). This position is being challenged by Singapore, which continues to attract massive plant investments because of its sujserior infrastructure and communications capabilities.

South Korea's long-standing prowess in consumer electronics is due primarily to the strength of its video and appliance industries.

Combined dollar-value production of color television and videotape recorders of U.S.$3.6 billion in 1990 accounted for 36 percent of consumer equipment output and 21.4 percent in

South Korea's total electronics production. South

Korea's data processing equipment production

Taiwan's data processing segment accounted for approximately 50.5 percent of the country's electronics equipment output in 1990. This industry is dominated by computer and terminal products, which accounted for approximately

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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Semiconductors Asia

Figure 11

Taiwanese Electronics Equipment Production

13

Military/Aerospace

Transportation industrial

Communication

Consumer

^ 1989

I 1990

July 1991

(Year to Date)

Data Processing

0 600 1200 1800 2400 3000 3600 4200 4800 5400 6000

Millions of U . S . Dollars

Source: Ministry of Economic Affairs, Dataquest (November 1991)

U.S.$4.1 billion of this U.S.$5.0 billion segment.

PC and motherboard output increased l6.4 percent to U.S.$2.2 billion in 1990. Unit production growth was high from January to July, but revenue achieved approximately 60 percent of 1990's total production.

We believe that the current worldwide demand downturn is creating a severe squeeze on midsize (from 100 to 500 employees) companies.

Although large manufacturers have seen profit margins evaporate during the last six months, they have redoubled efforts to launch notebook and 486-based product families. Small manufacturers are serving a brandless commodity market and successfully competing on price alone as a result of minimal overhead (and there are literally thousands of small companies in Taiwan). Midsize companies, however, lack brandname recognition and offer little price advantage over a company such as Acer Incorporated or Mitac International Corporation.

Dataquest believes that a two-tier personal computer industry will develop and coexist during

1992 whereby semiconductor purchasers will have two unique mind sets. Small companies in

Taiwan (and throughout southeast Asia, for that matter) will purchase 286- and 386-based CPUs and other components primarily because of price advantage. Large companies, on the other hand, are required to create a long-term massmarketing strategy for North America and

Europe, which commits to portable and

486-based PC product lines. These long-loyal users of Intel parts are concerned about brand name and user perceptions.

Dataquest estimates that consumer equipment output declined in 1990 because of companies moving offshore to Southeast Asia (which includes ASEAN countries. Hong Kong, and southern China) during 1988 and 1989. The consumer audio segment has been affected the most by plant relocations. Despite softness in

European and North American consumer markets, which became most acute during the latter part of 1991, Dataquest expects the industry to return to positive growth of 2 percent in 1991 and 5.8 percent in 1992. The video and

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Semiconductors Asia

Figure 12

Hong Kong Electronics Equipment Production

Military/Aerospace

Transportation

Industrial

I

S 1989

M 1990

July 1991

(Year to Date)

Communication

Consumer

Data Processing

900 1200 1500 1800

2100 2400 2700

Millions of U.S. Dollars

Source: Hong Kong Trade Development Council, Dataquest (November 1991) personal elearonics segments will lead this segment's recovery.

Hong Kong

The difference between electronics equipment that is produced across the border in China's

Guangdong Province by Hong Kong compatiies and that made in Hong Kong's New Territories is invisible. Because of the borderless nature of equipment manufacturing in the Hong Kong/

Guangdong region, Dataquest considers equipment that is produced by a Hong Kong company, finished in Hong Kong, and then exported or shipped to the local market as Hong Kong production.

Hong Kong's electronics equipment industry, including its satellite plants in Guangdong, is the fourth largest among the NIEs. The industry grew 2.8 percent to U.S.$5.8 billion in 1990 and is forecast by Dataquest to grow 6.8 percent to U.S.$6.1 billion in 1992 (see Figure 12).

Increased government support and planning coupled with growing demand and econonMC integration with southern China are resulting in modest electronics equipment production growth. Furthermore, investments from large government-financed electronics companies from

China such as the Stone Group and Shenzhen

Electronics Group are spurring growth and diversification.

Hong Kong electronics manufacturing is centered around data processing and consumer electronics. In 1990, consumer electronics accounted for 39.7 percent of total equipment production. The data processing industry is the second largest segment in Hong Kong at approximately U.S.$1.9 billion or 33.4 percent of total output. Communications production grew

18 percent in Hong Kong during 1990 to

U.S.$0.9 billion, outpacing all other segments.

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Figure 13

Singaporean Electronics Equipment Production

15

Military/Aerospace

Transportation

Industrial

Communication

1989

1990

July 1991

(Year to Date)

Consumer

Data Processing

1800 2400 3000 3600 4200 4800 5400

Millions of U.S. Dollars

Source: Singapore Trade Development Board, Dataquest (November 1991)

Singapore

During the first seven months of 1991, Singapore's electronics equipment production surpassed that of Taiwan (see Figure 13). Rapid growth in disk drive production from January to July generated U.S.$2.4 billion in revenue, compared with total output of U.S.$2.9 billion in 1990. Dataquest believes that disk drive shipments will experience slow growth during the second half of 1991. We estimate that Singapore's total electronics equipment production grew 5.5 percent to U.S.$7.8 billion during

1990. Singapore's U.S.$4.1 billion data processing industry is highly dependent on disk drive production, which accounted for 57.7 percent of data processing revenue. Production of finished computer systems accounted for 11 percent

(U.S. $5.4 billion) of the data processing total in 1990.

Despite the overwhelming size of the data processing segment, consumer electronics production is a growing, formidable industry in Singapore. Production reached US$1.9 billion in 1990, and from January to July it accounted for US$1.5 billion in revenue, 79 percent of the total armual output for 1990. Although

Singapore is one of the largest purchasers of communications equipment in Asia/Pacific, its production in this segment is the one of the smallest.

Dataquest Perspective

The Asia/Padfic-ROW electronics equipment production is forecast to slow from its 1990 expansion of 13.5 percent to approximately

10.9 percent in 1991. Among Asia's primary semiconductor markets, the NIEs' electronics equipment product as a whole is expected to grow 7.1 percent compared with 5.4 percent growth in 1990.

Dataquest believes that the mass exit of lowend manufacturers from Taiwan, Hong Kong,

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Singapore, and later South Korea in 1988 through 1990, a result of rapid currency appreciation and labor cost hikes, impacted production in 1990. Local manufacturers have been upgrading technologies at home while moving older technologies offshore. The most evident example of this phenomenon occurred in the PC industry. The majority of Taiwan's

286 systems and board manufacturers moved their factories offshore last year and have adopted the 386 platforms so quickly that new price erosion is necessary for migration to

486-based systems, at least among the major manufacturers.

The slowdoivn in the third quarter for data processing products was expected, but the severity of price pressure significantly impacted companies' cash flows and fourthquarter business plans.

Electronics equipment production momentum, which grew in the first and second quarters of 1991, dropped off in Asia/Pacific's NIEs during July and August. The summer months are typically slow-growth months for the data processing segment. Production must begin to ramp in September and October to ship in time for the fourth-quarter Christmas season push. "Hie slowdown in the third quarter for data processing products was expected, but the severity of price pressure significantly impacted companies' cash flows and fourth-quarter business plans.

Dataquest expects a moderate upturn during the fourth quarter. If average selling prices were to stabilize during the second half of 1991, then revenue growth for the region as whole would be closer to its 1990 level. Dataquest expects prices to continue to deteriorate but unit shipments to pick up. The net result for semiconductor demand will be flat to slighdy positive growth among the NIEs during the fourth quarter As mentioned previously, the equipment results of the January through July period and our expectations for the third and fourth quarters will be reflected in an approximately 14.6 percent growth in the Asia/Pacific-

ROW semiconductor market as a whole in 1991. •

By Daniel Heyler

Technology Analysis

Taiwan's Semiconductor Mission:

Hsinchu Science-Based

Industrial Park

Under the leadership and respective financial/ technical support of Taiwan's Central Bank and the Industrial Technology Research Institute

(ITRI), Taiwan's semiconductor industry is in the midst of rapid expansion that began in 1988 and has achieved reasonable success three years later Unlike in South Korea, Taiwanese companies are capable of satisfying only 10 to

15 percent of the country's semiconductor demand. This year, the government has reaffirmed its commitment to semiconductor manufacturing and design expertise by providing leadership and financial support to the technology's continued development. Dataquest believes that despite this year's doubling of capital expenditure there will be limitations to future expansion because of significant marketing, technological, and capital impediments.

Semiconductor manufacturing under the guidance of the Electronics Research and Service

Organization (ERSO) division of ITM became one of the government's top priorities in 1988.

Dataquest estimates that capital spending in semiconductor equipment and facilities jumped from U.S.$56 million in 1988 to U.S.$210 million by 1989. Six companies announced plans to construct fi-ont-end facilities or expand up)on current capacity in 1988. In 1992, Taiwan's

Hsinchu Science-Based Industrial Park will house nine semiconductor manufacturing companies. In 1986, United Microelectronics Corp.

(UMC) and ERSO were the only two semiconductor companies with manufacturing plants in

Taiwan. Next year, the following companies will have plants in Taiwan:

• ERSO (government-industry R&D alliance)

• Hualon Microelectronics Co.

• Macronix

• Acer/Texas Instruments

• Taiwan Semiconductor Manufacturing

Company (TSMC) (foundry)

• UMC

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• MOS Elearonics Co. (MOSeDA^itelic Corp.

• Winbond

• Episil (bipolar)

Total 1991 Estimated Capital

Spending = U.S.$708 Million

At a time when the global semiconductor companies are redefining their businesses and rationalizing R&D and manufacturing costs, Taiwan's 1990 level of semiconductor capital spending will more than double, from

U.S.$325 miUion to U.S.$708 million in 1991

(excluding the U.S.$80 million Vitelic was expected to spend on its unfinished facility).

Approximately U.S.$220 million is attributable to

Acer/TI's equipment installation, which took place in 1991. The remaining U.S.$488 million in expenditure was from the other six Taiwanbased companies. Dataquest believes that most of Taiwan's current semiconductor companies wUl achieve reasonable profitability and cash flow in 1991, with some exceptions. The strength of the market during the first and second quarters of 1991 enabled most companies to complete fab upgrades and expansion plans.

Consequently, capital spending is estimated to grow 117 percent in 1991.

When comparing Taiwan's semiconductor experience with that of South Korea, one can see an even more dramatic capital commitment in South Korea. Unlike Taiwan, however, South

Korean semiconductor companies have not increased significandy in number, and the industry is less diversified than Taiwan's. In

1986, there were five semiconduaor manufacturers in South Korea: Daewoo Telecommunications Company Ltd., Goldstar Electronics Company Ltd., Hyundai Electronics Company Ltd.,

Korea Electronics Company Ltd., and Samsung

Electronics Company Ltd. Five years later, the number has increased to seven with the additions of Kukje and Sammi.

This industry's strategy was to focus on manufacturing efficiency and volume. Consequently, capital spending expanded dramatically in only three years, fi-om U.S.$328 million in

1986 to U.S.$1,565 million in 1989- Production efficiency and sales revenue made similarly dramatic increases. We have yet to see the level of return on investment in Taiwan as we have seen in South Korea.

In 1990, a variety of market, industry, and political forces rendered more moderate spending growth among South Korean companies, which resulted in a semiconductor capital sp>ending decline to U.S.$1,046 milUon. We expect capital spending to return to its 1989 level of approximately U.S.$1,540 million. We have raised our midyear forecast of U.S.$1,120 million to U.S.$1,540 million as a result of Samsung's heavy expenditure in production equipment and facilities relating to diversification of its memory product lines (i.e., SRAMs and

EEPROMs). Our forecast of R&D spending remains at midyear expectations. Although the characters of the South Korean and Taiwanese semiconduaor industries are distinctly different,

Dataquest believes that Taiwan's capital spending in semiconductors will follow a pattern similar to South Korea because of similar nrarket, industry, and political forces.

Cause for Alarm

In the past several months, the Taiwanese industry and officials of the Hsinchu Science-

Based Industrial Park have expressed alarm and concern that the Japanese trade surplus with Taiwan equaled 80 percent of 1990's total surplus. Trade officials expect Taiwan's deficit to reach U.S.$9 billion in 1991, up from

U.S.$7.7 billion in 1990. Even more astonishing to Park ofifidals is the faa that Japan's trade surplus with Taiwan will surpass Taiwan's trade surplus with the United States.

Japan's second largest export to Taiwan (after automobiles) is semiconductors. Dataquest estimates that the import of semiconductors will equal approximately U.S.$2 biUion by the end of 1991. ITRI officials continue to point to the importance of semiconduaor technology to its other electronics seaors and to the increasing reliance on foreign suppliers, •which explains their continuing efforts to acquire technology, develop local expertise, and expand Taiwan's number and size of its semiconduaor plants.

The Hsinchu Science-Based Industrial Park has consequently reaffirmed its commitment to semiconduaors as the foimdation for computer, telecommunication, electro-optical, manufacturing and office automation, and biotechnology. Each year ITRI and its six divisions announce technological developments and offer seminars and training to disseminate technology to the industry. Each year the technical scope of n P I ' s task widens because of the proliferation of technical demands from the industry.

Currently, there are 134 companies in Hsinchu

Science-Based Industrial Park. Total 1990 park revenue reached approximately U.S. $2.4 billion and could grow as much as 30 percent this

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Figure 1

Hsinchu Park Sales Revenue by Industry

Millions o f U . S . Dollars leoo

1400

1200

1000

300-1

600

400

200

0

Computers and

Peripherals

Semiconductors

Communication

1 '"• ' t w n * -

Electro-

Optical

Source: Hsinchu Science-Based Industrial Park, Dataquest (November 1991)

Automation

K 3 1990

June 1991

(Year to Date)

Biotech Others year, to U.S.$3.2 billion. Judging from the performance of various companies during the third and fourth quarters of 1991, Dataquest expects growth to range between 15 and 25 percent.

Hsinchu's 1990 and January to June 1991 sales revenue was presented at Dataquest's September

Annual Strategic Industry Conference (cosponsored this year by ITRI and Institute for Information Industries) in Taipei (see Figure 1).

Taiwan's computer and peripherals industries dwarf its semiconduaor capabilities. It is important to note that although all of Taiwan's semiconductor manufacturers are located in the Hsinchu Park, many of Taiwan's computer companies manufacture outside Hsinchu. Nevertheless, computer and peripheral manufacturing reached U.S.$I.4 billion in 1990 and grew to

U,S.$0.7 billion by June of this year. Semiconductor companies, on the other hand, achieved approximately 3-8 percent revenue growth to U.S.$0.5 billion in 1990 and

U.S.$0.4 billion from January to June 1991.

The third laigest segment in Hsinchu is communication, which reached U.S.$0.4 billion in 1990 and U.S.$0.2 billion by June 1991.

Semiconduaor sales are rising at a faster rate in

1991 than are computers and communications sales, and investment in this segment exceeds all other segments. Furthermore, 26 percent of the companies in the park are IC-related compared with 32.8 percent that are involved in computer and peripheral businesses. Therefore, in 1990, 32.8 percent of the companies produced 57 percent of the Park's sales revenue from computers and peripherals, and 26 percent of the companies generated 22 percent of the sales revenue. Although economies of scale are the prerequisite for profitability in semiconductor business, Taiwan's semiconductor industry remains the least consolidated of all industry segments. Dataquest believes that for Taiwan's semiconductor industry to compete locally and internationally local semiconduaor companies will have to either seek strategic partnerships with foreign companies to gain technology and market access or meige with other Hsinchubased companies.

Dataquest Perspective

Current Assumptions

It is widely assumed in Taiwan as in the

United States that a laige, local semiconductor manufacturing base is vital to Taiwan's economic competitiveness. That is, a large portion of the country's GNP depends enough on electronics equipment manufacturing that it is important to guarantee that an adequate supply of components is avaUable to satisfy demand and development. Historical reasons for this assumption in Taiwan differ from those in the

United States.

Three points of view support the idea of the government providing inexpensive capital, technology training, R&D, and strategic support to

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Semiconductors Asia 19 build and maintain a semiconductor manufacturing capability. From systems companies' point of view, the government wants to ensure an adequate supply of memories and microcomponents. The days of DRAM shortages in Taiwan and last year's limited allocation of 386 microprocessors are well remembered. Policymakers believe that the industry has too much to lose to be fully dependent on overseas DRAM suppliers.

From semiconductor companies' point of view, the government sees tremendous opportunity for local companies in Taiwan. Two years ago the government's support for building semiconductor facilities in Taiwan was evident. Semiconduaor companies want to compete with foreign suppliers in Taiwan and Southeast Asia.

Although many companies were for the most part satisfied with the foundry services they received from TSMC or elsewhere, companies believed that manufacturing was essential to survive and had the backing to build a facility.

Lastly, the strength and technological know-how of Taiwan's military has been the cornerstone of its industrial policies since the 1950s. Taiwan's ability to acquire sophisticated semiconduaor technology (it is not a COCOM signatory) and systems is increasingly difficult because of western ties to the People's Republic of

China (PRC). At the same time, the military threat to Taiwan remains a reality as long as talks of an independent Taiwan are part of opposing the Democratic Progressive Party platform. Both the mainland and Taiwan governments maintain a "peaceful reunification" policy but seek to guarantee this by a strong defense.

Dataquest believes that the source of concern over the heavy dependence on foreign semiconductor suppliers might be legitimate from a national security point of view. The island depends on electronics equipment manufacturing and eqjorts for national income and defense. As Japan, South Korea, and the United

States increase technology trade and diplomatic dialog with the PRC, there is always the increased PRC trade leverage that can be used against Taiwan in various international trade organizations such as GATT.

The Future, the Users

Dataquest believes that the huge dependence on semiconductor imports in Taiwan will get worse before it gets better and that the government can do little to change this phenomenon.

The reality of the matter is that systems companies are facing fierce pricing pressure and need to design, develop, and ship products faster than ever. Local companies will not be able to keep pace with changes and challenges that face end users. These users depend on inexpensive parts, quality, delivery, and the confidence in future-generation product development.

Taiwan will continue to be a world force in computer and peripherals manufacturing and is rapidly diversifying to other related niche markets. Computer companies in the Park are also diversifying their export markets to Europe and

Southeast Asia. Total sales revenue to North

America dropped from 45 percent of total sales in 1988 to 35 percent in 1990. (The Netherlands, Great Britain, and Hong Kong/China were the next largest export markets in 1990, respectively.)

Telecommunication is a rapidly emerging industry and is receiving backing from ITRI. These semiconductor users depend on inexpensive parts, quality, and delivery. Dataquest believes that major semiconductor users have a preference for foreign products because reliability is their number one concern. The fact is that

"Made in Japan" means quality and reliability for most key users, although this may seem threatening to industry planners.

That is not to say that there will not be success stories among Taiwan's semiconductor industry. Last year, Silicon Integrated Systems

Corporation's 386 chip set sold very well in

Taiwan; ho^vever, Dataquest believes that sales of its 486 in Taiwan this year have not met company expectations. The problem is that the systems companies lack confidence that development of following-generation products would progress in Taiwan. This year, UMC's

486-based chip set has received acceptance in the industry, and the chip set's pricing is very competitive. There is plenty of room for

Taiwan's current semiconductor companies to succeed, assuming that foreign competition will not beat them first.

The semiconductor industry is vasdy more complex in Taiwan than it was three years ago, so it is increasingly difficult to manage from the

ITRI and the Science-based Park Administration.

Taiwan's semiconductor industry will need to focus on what it does best rather than be overly concerned with concepts of self-reliance.

The days of shortages are by no means over, but the likelihood decreases with time. Now there are second-source suppliers of DRAMs and 386-based microprocessors in South Korea

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and Taiwan, respectively. The dynamics of the marketplace will ultimately provide maximum utility to technology companies in Taiwan.

Hsinchu will continue to be a vital source of talent and an incubator of technology while companies should be allowed to increasingly to fend for themselves. The total success of the electronics industry through Taiwan's comparative advantage will be the best guarantee that systems industries, local semiconduaor companies, and Taiwan geopolitical power will grow.

Semiconductor technology in Taiwan should be considered the foundation for its electronics systems industries, but semiconductor manufacturing is becoming less of a technological prerequisite. The ultimate goal of the Taiwanese government must be to remove itself from market questions and focus on ensuring inexpensive, patient capital as well as building an

infrastructure and environment that attract talent and motivates long-term domestic and multinational investment. Modern-day intellectual property right proteaion and practice might be one environmental place to start. Dataquest believes that further growth and investment in building capacity in Taiwan must be carefully weighed against the advantages of manufacturing abroad and focusing developing design tools locally alongside systems houses. •

By Daniel Heyler

Company Analysis

Ihe Quest far Capacity at Less Capital

Cost Continues: MOSel

Acquires Vitelic

In a surprise meeting in Taipei on October 24,

MOS Electronics Co. (MOSel) and Vitelic Corp. announced that MOSel would purchase 100 percent of Vitelic's stock and finance the completion of Vitelic's Hsinchu fab rather than continue the on-again, off-again negotiations with

Hualon Microelectronics Co. (HMC). The initial cost of the buyout by MOSel is estimated at

U.S.$100 million. Current market forces and industry developments required a second look at the cost of and need for two U.S.$80 million to U.S.$100 million memory companies operating facilities in Hsinchu. Instead, there has been the formation of Taiwan's second largest merchant supplier, which has yet to be named. But do not forget the soon-to-be ramped Acer/Texas

Instruments Inc. (TI) fab. Further logistical talks will continue until the end of the year when both companies hope to complete the merger.

MOSel was founded in Sunnyvale, C;alifomia, as a standard and specialty memory company focused on office automation, communication, and instrumentation. It later expanded into high-speed SRAMs, RAMs, cache data RAMs,

(FIFOs), and ROMs. The company currentiy relies primarily on sales of its memory products to personal computer and motherboard houses in Taiwan, Hong Kong, and North America.

MOSel has foundry relationships with Fujitsu

Ltd., Sharp Electronics Corporation, and Taiwan

Semiconductor Manufacturing Corp. Dataquest's preliminary market share survey indicates that MOSel's 1991 worldwide sales reached

U.S.$68 million. Dataquest posted MOSel's 1990 worldwide semiconductor shipment revenue at

U.S.$33 million.

MOSel has the advantage of integrating Vitelic's entire staff of train process and design engineers without living to construct a facility and train an entire staff of its own engineers.

Currently, MOSel has 300 employees in Taiwan and 100 in its sales and marketing operation in Sunnyvale. Vitelic employs approximately

600 people, almost all of whom are based in

Taiwan.

Both companies have a long-standing commitment to semiconductor manufacturing in

Taiwan. MOSel has delayed the construction of its semiconductor several times during the past year. Its most recent plan to spend U.S.$100 million to build a 12,000-square-meter BiCMOS fab that could produce 10,000 6-inch wafers per month will be delayed or possibly abandoned as a result of its Vitelic acquisition. Vitelic had planned to spend U.S.$80 million on the completion of its facility in Taiwan this year but ran out of capital.

Taiwan's Semiconductor Strategic

Alliances

Dataquest has seen a steep increase in strategic alliances in Taiwan during the past two years.

The merging of MOSel and Vitelic is a continuation of the industry's pursuit of semiconductor manufacturing capacity and technology. It is also a sign that relying on the governmentrun Electronics Research Service Oiganization

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(ERSO) must be supplemented by independent private-sector alliances. Technology demands on

ERSO have increased in recent months, but questions of priorities and planning at times differ between the provider (ERSO) and the users

(semiconductor companies). To meet industry demands, ERSO will increase its semiconductor capital spending to approximately U.S.$50 million and has asked local users of its R&D to contribute engineers and funds to the submicron project. The rise in technology alliances indicates that companies have outgrown their dependence on ERSO and must at times utilize their cash advantage to simply acquire a company either for its technology or its marketing channels.

MOSel recendy acquired Elite Semiconductor

Inc. to enhance its PC logic product line. The company strategy is to focus on the PC market in Taiwan; expanding into DRAMs enables

MOSel to make a greater variety of produrt offerings to its customers.

Technology partnering has traditionally been between companies in the Silicon Valley and

Taiwanese companies. Local companies continue to be rich in capital relative to their U.S. counterparts, but Taiwanese companies have lacked expertise and experience in semiconductor manufacturing. The two regions have made ideal partners during the past three years as market forces have warranted technology and capital cooperative partnerships.

MOSel has been one of several fabless semiconductor companies in Taiwan that has announced or broken ground on building its own manufacturing facility. This alliance is unique because it is not an agreement between a Taiwanese and United States or Japanese company but is between two essentially

Taiwan-managed companies. Competition between semiconduaor companies continues to be fierce in Taiwan despite proximity and familiarity of these oiganizations. Because

MOSel's experience in the DRAM area is minimal, the success of this merger depends primarily on Vitelic. It will be MOSel's responsibility to implement organizational changes and manage the transition, but it wiU be Vitelic's responsibility to meet the schedule production date of second quarter 1992.

Taiwan's semiconductor industry has shown that it has the financial wherewithal, manufacturing know-how, and international strategic sense to succeed and grow even if it means growing in unexpected directions. Semiconductor companies continue to prefer fab to fabless and attempt to absorb huge costs to either build or expand their manufacturing. Some reasons for this preference with building one's own semiconductor facility as opposed to using local or

Japanese foundries are cited as follows:

• Competitive nature of the industry

• Taiwan's historical strength in low-cost manufacturing and efficiency, particularly in the personal computer and peripherals area

• Government financial support through its

Central Bank and proactive semiconductor development policies

• Concern of speed of product turnaround

• Companies in Taiwan seeking to provide total systems solutions to their customers

• Cultural preference for in-house private manufacturing and independence

• The capability and benefits of in-house R&D

Dataquest Perspective

Although we had heard an announcement by

HMC of a buyout of Vitelic and intention of financing the completion of Vitelic's fab, the deal with MOSel is likely to succeed because

MOSel stockholders have approved the agreement. Furthermore, MOSel had previous plans to construct a semiconductor facility in Hsinchu, but those plans never reached fruition. Vitelic is also eager to get its facility up and running after stalling construction of its fab for most of

1991 because of lack of capital.

Because merging is much less common among

Chinese companies than it is in Europe or

North America, finalization of the merger plans and implementation is likely to take longer than MOSel and Vitelic's two-month schedule. Rirthermore, because the Lunar New Year (February 4, 1992) bears considerable significance on the Chinese business calendar, it is possible that the deadline could be postponed one more month. Organizational and major corporate changes in Taiwan have traditionally run most smoothly prior to the Chinese New Year's, when promotions, job shifts, retirements, and bonuses are given.

This agreement dearly enhances MOSel's position as a merchant semiconductor player

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22 Semiconductors Asia

worldwide and especially in Asia. Both companies claim their combined sales will reach

U.S.$150 million in 1991, which means that

MOSel becomes the second largest merchant semiconductor company in Taiwan, nearly two times the size of its nearest rival.

MOSel could fare well if it is successful at satisfying the high-volume demand in the region's low-end markets rather than focusing solely on a highly competitive high-end market in Taiwan.

MOSel will have a unique position among its competitors in Taiwan. It will accompany

United Microelectronics Corp. in its target on computer applications in Taiwan; however, it will be focused on providing as broad a range of memory products as possible. MOSel has relied heavily on foundries in the past, but how receptive customers will be to MOSeWitelicbuilt devices is uncertain.

Significant investments into the expansion of

Taiwan's semiconductor industry during the past three years (see Asia/Pacific-ROW Fab Data-

base) are occurring at a time when European and North American markets are experiencing a slow growth period. Pricing pressure on SRAMs and DRAMs will not make MOSel's task any easier. The current market conditions coupled with exorbitant fab costs are forcing local companies such as MOSel and Vitelic to reexamine expansion plans and product portfolios.

Although demand for SRAMs and DRAMs in

Taiwan alone well exceeds next year's local capacity (including that of the Acer/Tl

4Mb DRAM fab), tremendous pricing pressure remains from South Korea, Japan, and North

America.

However, with a rapid rise in demand for inexpensive, low-end memories from Taiwan's transplanted x286-based and x386-based personal computer industries in Southeast Asia and

China, MOSel could fare well if it is successful at satisfying the high-volume demand in the region's low-end markets rather than focusing solely on a highly competitive high-end market in Taiwan (i.e., portable computers and 486s). •

By Daniel Heyler

News and Views

UMC Enters Chip Sets and Revamps Fab 1

United Microelectronics Corp. (UMC) recendy made tsvo announcements that put it on a course that targets Taiwan's fastest-growing semiconductor markets—486-based f>ersonal computers and portable PCs. In early October,

UMC armounced plans to revamp its outdated

Fab 1 to optoelectronics, which would initially target the production of thin-film transistor

(TFT) liquid crystal displays (LCDs). The company plans to expand into applications such as notebook LCDs, another rapidly emeiging

PC application market. In September, UMC armounced plans to introduce a line of

386- and 486-compatible CTUs based on superscalar CPU designs that will be licensed from Meridian Semiconductor Corp. The armouncement stated that these CPU "clones" will be manufactured by UMC at its semiconductor fab in Taiwan's Hsinchu Science-Based

Industrial Park in 1993.

Dataquest Perspective

UMC is positioning and preparing itself for the high end of the PC industry in Taiwan. Furthermore, the announcement shows UMC's new commitment to leading-edge technology rather than reliance on volume production of low-end consumer IC^. UMC has been much slower than the industry standard at upgrading and renovating its facilities; UMC's Fab 1 is an example of a fab that has died a very slow death. In Taiwan, semiconductor companies hang on to older manufacturing technologies much longer than do, for example, their Japanese counterparts. Taiwanese companies continue to serve the Southeast Asian markets where new growth in demand for old technologies sustains production.

UMC's plan to produce low volumes of niche products is a direct reversal of Fab I's former use. The renovation of its fab to manufacture optoelectronic devices is a stepping stone to production of LCD screens, which are a necessary but lacking component of the industry push to portable computing. Local production of LCD screens will be dominated by Sharp

Electronics Taiwan, which cuiiendy produces

20,000 panels per month but plans to increase production to 60,000 panels per month in 1992.

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The 486 CPU done announcement is a followup to UMC's $12 million majority stake in

Meridian Semiconductor Corp., whereby UMC plans to license designs for compatible clones of the i486DX, i486SX, and 386DX CPUs and manufacture them at its newest fab in

Hsinchu.

Dataquest has seen an rapid shift in emphasis among large PC manufacturers in Taiwan from

386-based PCs to 486-based systems. Volume production of 386-based systems remains high; ho'wever, price erosion has dramatically shrunk profit margins to the point where large companies have been forced to focus on 486 systems.

UMC has targeted this market and is cuirently selling its inexpensive 486-based chip set in

Taiwan. Local chip set companies have had trouble gaining market share in Taiwan, and this announcement reajffirms UMC's commitment to the 486-based PC market to small and midsize PC companies in Taiwan.

In this latter part of 1991, UMC is aggressively promoting itself as a mainstream supplier of PC parts rather than a manufacturer of low-end consumer ICs. UMC is differentiating itself from its start-up competition in Hsinchu Park. The most important part of this announcement is

UMC's commitment to the manufacture of 486

CPU clones because UMC currently uses NEC as its foundry for its 486-based chip sets.

Dataquest believes that UMC is likely to make moves to further establish itself as a reliable manufacturer of 486 PC products, such as beginning to manufacture its 486-based chip sets in Hsinchu rather than Japan. •

By Daniel Heyler

Asia/Paciftc Monthly

Exchange Rates

Dataquest's parent company, The Dun

& Bradstreet Corporation, provides worldwide exchange rates used in Dataquest's economic modeling and forecasts. In this issue, we include monthly exchange rates from July to October for

South Korea, Taiwan, Hong Kong, and

Singapore.

For the Asia/Pacific monthly exchange rates, see Table 1.

Table 1

Asia/Pacific Monthly Exchange Rates

(Foreign Currency per \i&. Dollar)

South Korean "Won

JuL

•27.98

A i ^ .

731.93

New Taiwan Dollars

Hong Kong Dollars

Singap>ore Dollars

26.55

7.75

1.75

Source: The Dun & Biadstieet Coipoiation, Dataquest (Novembei 1991)

26.49

7.75

1.74

Sep.

733.78

26.45

7.75

1.72

Oct.

738.59

26.07

7.76

1.71

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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24

Semiconductors Asia

For More Information . . .

On the topics in this issue Semiconductors Asia (408) 437-8258

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About other Dataquest publications Sales (408) 437-8246

About upcoming Dataquest conferences Conferences (408) 437-8245

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Via fax request Fax (408) 437-0292

The content of this report represents our interpretation and analysis of information generally available to the public or released by responsible individuals in die subject companies, but is not guaranteed as to accuracy or completeness. It does not contain material prtxvided to us in confidenoe by our dients. Individual cranpanies reported on and analyzed by

Dataquest may be clients of this and/or other Dataquest services. This infbimation is not fiimi^ed in connection with a sale or offer to sell securities or In connection with the solicitation of an offer to buy securities. This fiiniazul its parent aiui'or their officers, sockholders, or inembeis of their foini^ fiomtime to tins:, have a long or short position in the securities mentioned and may sell or buy suclii^ecarities.

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Dataoyest

n n aoMnpanyof

MiMm ThcDun&BradstrcctCorporatton

Dataquest

Perspective

Semiconductors

Asia

Vol. 1, No. 1 December 9, 1991

Asia/Pacific Pricing Update

DQ Monday Report- Volume Mean Pricing

The volume contract pricing taken from the latest on-line DQ Monday Report notes the differences in Asia/Pacific regional semiconductor price families.

By Dataquest Regional Offices Page 2

Market Analysis

November Market Monitor: How Much Longer to Christmas?

The Market Monitor is a monthly Dataquest article that presents updates and analyses of semiconductor consumption in Asia/Pacific's newly industrialized economies (NIEs) of South

Korea, Taiwan, Hong Kong, and Singapore. Its purpose is to provide insight into the monthly updates and analyses of market trends and expectations for the ensuing three to six months.

By Daniel Heyler Page 3

Product Analysis

November Electronics Equipment Production Pulse: Singapore's Data Processing Output

Outshines the Rest of Asia

The Production Pulse is a monthly report on electronics equipment production in the NIEs. It is designed to provide readers with foresight into the rapidly changing semiconductor application trends through analysis of regional product variances impacting semiconductor demand.

By Daniel Heyler Page 5

TechnoloBv Analysis

Taiwan's Semiconductor Mission: Hsinchu Science-Based Industrial Park

Taiwan's second iaigest import after oil is semiconductor components, depending primarily en Japanese memory suppUeis and Intel and AMD for microprocessors. Tliis article investigates the status and direction of Taiwan's Science-Based Industrial Park and examines company capita! spending, which will be about $708 million in 1991.

By Daniel H^ler Page 16

Companv Analysis

The iciest for Capacity at Less Capital Cost Continues: MOSel Acquires Vitelic

Even semiconductor companies in capital-rich Taiwan are not immune to modem-day realities of semiconduaor manufacturing. The recent announcement that MOS Electronics Co. (MOSel) wiU merge with Vitelic illustrates continued commitment by industry and government leaders to building a large, diverse semiconductor manufacturing base in Taiwan.

By Daniel Heyler

Page 20

News and Views

UMC Enters Chip Sets and Revamps Fab 1

By Daniel Hyeler

Asia/Pacific Exchange Rates

By Dataquest Research Operations

Page 22

Page 25

©1991 Daaquest Incorporated / 1290 Eidder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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Semiconductors Asia

Asia/Pacific Pricing Update

DQ Monday ReporL'

Volume Mean Pricing

74AC00

F a m i l y

74AC138

74AC244

74AC74

Lead Time (Weeks)

4F00

4F138

4F244

4F74

Lead Time (Weeks)

7805-TO92

CODEC-FLTR 1

CODEC-FLTR 2

Lead Time (Weeks)

DRAM l M b x l - 8

DRAM l M b x 9 - 8

DRAM 256KX1-6

DRAM 256KX4-8

DRAM 4 M b x l - 8

EPROM 1Mb 170ns

EPROM 2Mb 170ns

SRAM 1MB 128KX8

SRAM 2 5 6 K 32KX8

SRAM 64K 8Kx8

Lead Times (Weeks)

68020-16

80286-16

80386DX-25

80386SX-16

16000-25

Lead Times (Weeks)

NA = Not available

Source: Dataquest (November 1991)

T a i w a n

0.18

47.25

11.50

189.00

58.50

NA

NA

0.27

0 . l 6

4

0.15

2.05

4.85

3

4.40

39.75

1.43

4.60

17.78

4.75

8.65

17.10

4.25

1.60

4

0.31

0.42

0.23

4

0.11

0.18

H o n g K o n g

0.18

0.34

0.48

0.24

5

0.10

0.20

0.29

0.13

5

0.14

8.00

18.70

4.80

1.50

7

47.50

12.80

193.00

63.20

NA

NA

2.15

5.05

4

4.40

44.00

1.50

4.40

18.40

4.00

©1991 Dataquest Incorporated / 1290 Kdder Park Drive, San Jose, CA 95131-2398 / (408) 437-«000 / Fax (408) 437-0292

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R e g i o n a l A v e r s e

0.16

0.29

0.41

0.21

4.67

0.10

0.17

0.26

0.13

4.67

0.13

1.85

NA

NA

4.20

39.92

1.34

• 4.27

16.89

4.18

7.88

NA.

4.12

1.43

4.67

NA

12.43

NA

58.90

NA

NA

K o r e a

0.13

0.21

0.34

0.17

5

0.09

0.14

0.23

0.11

5

0.11

7.00

NA

3.30

1.20

3

NA

13.00

NA

55.00

NA

NA

1.35

NA

NA

3.80

36.00

1.10

3.80

14.50

3.80

Semiconductors Asia

Market Analysis

November Market

Monitor: How Much

Longer to Christmas?

Dataquest has expanded the Asian Semiconductors and Electronics Technology Service (ASETS) quarterly Asia/Pacific Semiconductor Consump-

tion Update to a monthly Dataquest Perspective article tided Market Monitor as part of Semicon-

ductors Asia. Dataquest •will continue to publish one long-term, demand-driven semiconductor consumption forecast in September and a forecast update in April of the following year.

Dataquest's Market Monitor estimates that during the first seven months of 1991, consumption of semiconductors in the newly industrialized economies (NIEs) reached U.S.$4.2 billion (see Figure 1). Dataquest believes that moderate growth in the first quarter was followed by approximately 6.1 percent growth in the second quarter, but growth slowed during the third quarter to 5.5 percent. Dataquest expects the seasonal pattern of high growth during the fourth quarter to be moderated by the current weakness in various end-equipment market demands (please refer to November Production

Pulse elsewhere in this issue). Our current outlook for the fourth quarter is that semiconductor consumption will have an unusually modest growth rate of 5-7 percent in the Asia/Pacific region.

Our expectation for 1992 shows a continuation of the current trend through the first quarter and stabilization during the second quarter.

Dataquest does not expect to see the dramatic swings in semiconductor shipments that often occur between the fourth and first quarters.

Current management of inventories on both the systems and semiconductor sides remains tight as uncertainty about the Christmas season in

Europe and North America as well as the likelihood of a slow economic recovery dictate conservative purchasing planning. Hence, pricing trends in Asia/Pacific will continue their gradual descent as uncertain demand weakens the semiconductor price support (please refer to Asia/

Pacific Pricing Update elsewhere in this issue).

Countries: Singapore's

Consumption Excels from

January to July

Our look at each country in the region estimates that South Korea's consumption of semiconduaors (domestic shipments, captive

Figure 1

November Semiconductor Country Market Monitor

Millions of U.S. Dollars

3000-

2700

2400

2100-

1800

1500

1200

900 sob soo

0

1989 1990 July 1991

Year to Date

1991* 1992*

Taiwan WM^ Hong Kong | | Singapore

'Forecast \;:S,\ South Korea

Source: Dataquest (November 1991)

©1991 Dataquest Incorporated / 1290 Eidder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

Semiconductors Asia and merchant, plus imports) reached approximately U.S.$1.4 billion from January to July

1991 (see Figure 1). Our annualized forecast of

13.1 percent growth in total semiconductor consumption for 1991 is currently on track. We expea improved European and North American export market demand to drive next year's anticipated 14.1 percent consumption growth.

Dataquest estimates that 85 percent of South

Korea's semiconductor consumption is derived from data processing and consumer electronics companies. Our current total semiconductor forecast of U.S.$2.4 billion for 1991 represents a

13.1 percent market growth over the previous year.

Dataquest's monitoring of Taiwanese semiconductor demand from January to July put dollarbased consumption at U.S.$1.3 billion (see Figure 2). We currently forecast the Taiwanese market to grow 14.8 percent during 1991 and

15.7 percent in 1992. The consumer electronics market has begun to stabilize as large manxifacturers have upgraded products and automated production. Low-end "mom-and-pop" operations will continue to sell to the local market, but their exports cannot compete with China's labor costs. Unit shipments of application-specific standard products (ASSPs) have grown dramatically (see ASETS newsletter 1991-8, "Asia/Pacific

Semiconductor Update: Chip Set"), but the current quarterly price deterioration of 15 to

20 percent has eroded revenue. The entry of the Taiwan-based United Microelectronics Corp. to the 486-based chip set market is escalating

Asia/Pacific chip set competition. Unit and particularly revenue growth of the data processing equipment market have slowed, but semiconductor demand for highly integrated, low-power

(3 volts) CPUs and memories, ASSPs, and application-specific integrated circuits is forecast to show healthy revenue growth and price stability in 1992, which is reflected by our 15.7 percent consumption growth forecast.

Semiconductor consumption in Hong Kong and

Singapore were approximately equal in 1990, according to Dataquest market share estimates.

We have seen semiconductor consumption growth in Singapore consistently outstrip other

NIEs since 1988. Last year, Singapore's consumption matched that of Hong Kong's for the first time despite Hong Kong's massive manufacturing support in China.

The character, focus, and strategies of the two dty-states are different. Singapore's proactive government support of electronics and success at attracting large-scale, mass-production plant investments are diametric to Hong Kong's diverse, entrepreneurial, laissez-faire operations.

The dynamism of the Hong Kong market and

Figure 2

November NIE Semiconductor Applications Market Monitor

Millions of U.S. Dollars

SOOD-

7 2 0 0 -

6400

5600

f5

4800

4000

3200

2400^

1600

BOOH

0

1989 tX>J Total Equipment

* Forecast

Source: Dataquest (November 1991)

1990 July 1991

Year to Date

Data Processing

1991

Consumer I I Communication

1992*

Others

©1991 Dataquest Incorporated / 1290 Ridder Parli Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

Semiconductors Asia its proximity to demand in southern China allow for a higher degree of opportunity and market access than supplying to Singapore's consolidated multinationals such as Apple

Computer Inc., Compaq Computer Corporation,

Hitachi Ltd., and Matsushita Electric Industrial

Company Inc., the dominant disk drive manufacturers.

Suppliers to the semiconductor market in Asia/Pacific are expressing an unusually high degree of uncertainty for this time of year.

Dataquest expects Hong Kong semiconductor consumption to grow 6.5 percent in 1991 and

14.1 percent in 1992. Nevertheless, we expect

Singapore's consumption to grow 13.7 percent in 1991 and l6.4 percent in 1992 as it becomes a diversified equipment manufacturer that wiU challenge Taiwan and South Korea as the major consumer of data-processing-related semiconductors in Asia/Pacific.

Applications: Conununications

Segment Rises to Life

Dataquest forecasts total semiconductor consumption dollar revenue in the NIEs to grow

12.8 percent in 1991. We expea consumer applications to surpass data processing consumption by 1992, but both data processing and consumer markets will control 83 percent of the total semiconductor market (see

Figure 1). This share will continue its decline, as we have seen rapid growth in communications equipment production throughout the

Asia/Pacific region.

Dataquest Perspective

Suppliers to the semiconductor market in Asia/

Pacffic are expressing an unusually high degree of uncertainty for this time of year. Traditionally the region begins to see orders pick up during the late third quarter in time for a year-end push by equipment manufacturers for the

Christmas season. Semiconductor vendors have seen the market deteriorate from the late second quarter to the present. Market conditions have improved slightly after dropping off during the third quarter. However, there is little optimism among semiconductor suppliers that conditions will improve significantly from now until the second quarter of 1992. •

By Daniel Heyler

Product Analysis

November Electrcmics

Equipment Production

Pulse: Singapore's

Data Processing

Output Outshines the

Rest c^f Asia

The Electronics Equipment Production Pulse is a monthly report on electronics equipment production in the newly industrialized economies (NIEs). It is designed to provide decision makers with foresight into the rapidly changing semiconductor applications trends through an analysis of regional product variances that impact semiconductor demand.

Understanding the plethora of electronics equipment produa trends in the NIEs requires a simplified examination of developments in each of the six application segments (data processing, consumer, communication, industrial, transportation, and military/aerospace) between countries while also comprehending country equipment variances.

The first of the following two sections presents a segmented analysis and graphs of the NIEs.

The second section provides equipment analysis and graphical representation of production for

South Korea, Taiwan, Hong Kong, and Singapore. Because this is the first issue of Produc-

tion Pulse, we have included some historical information to serve as reference to the present industry and country analyses.

Overview

The NIEs' electronics equipment production during the first half of 1991 exceeded the year-toyear growth during the same period of 1990.

Figure 1 indicates that from January to July

1991 the region generated approximately

U.S.$25.3 billion in factory revenue, which is equivalent to 63 percent of 1990's armual total of U.S.$40.3 billion. If the aggregated momentum of the third and fourth quarters equaled that of the first and second quarters, then the NIEs' electronics industries would achieve

24 percent growth this year. Instead, based on our current view of this marketplace (see

Figure 2), Dataquest currently forecasts total

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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Semiconductors Asia

Figure 1

NIEs' Electronics Production

Millions of U.S. Dollars

45000

40000-

35000

30000-

25000

20000

15000-

10000

5000

0

^ V ^ V ' ^

^

to

xvxKv v.XxXx'^

w^

^

S S ^

1990

Source: Dataquest (November 1991)

Figure 2

NIEs' Electronics Equipment Production Forecast

^

^ '

UVX'^'AVOI

^ ^ ^ ^ ^ ^

July 1991

Year to Date

^->^^v^^vvv^^^^^^'^

M 1990

H ^^^^*

• 1992*

Military/Aerospace

Transportation

Industrial

Communication

Consumer

Data Processing

Total NIEs

25

20

Source: Dataquest (November 1991)

©1991 Dataquest Incorporated / 1290 Eidder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

Semiconductors Asia production to grow 7.1 percent. That is indeed not good news.

However, the strength of the first and second quarters will enable the NIEs to exceed 1990's

5.4 percent growth. Similarly, we expect semiconductor consumption to grow approximately

12 percent compared with 1990's 8 percent growth. As for the entire Asia/Padfic-Rest of

"Wbrid (ROW) region, electronics equipment production is expeaed to grow 10.9 percent in 1991 compared with 13.5 percent growth in 1990.

A p p l i c a t i o n S e g m e n t s

Data Processing

Data processing is the second largest equipment segment in the NIE region (see Figure 3). It comprises the subsegments of computers, data storage/subsystems, terminals, input/output (I/O) apparatus, and dedicated systems. Taiwan is the largest manufacturer of data processing equipment; its share totaled U.S.$5.0 billion in 1990.

Singapore's predominance in data storage/subsystem equipment, reaching U.S.$3.1 million in

1990, enabled it to rank second among its NIE counterparts in data processing production.

More than U.S.$15 billion in data processing equipment was produced during 1990. We believe that this segment is undergoing radical diversification in Asia/Pacific. Small and medium-size companies will be challenged to find high-valued-added niche markets, while large Asian companies must develop massmarketing mind sets and make their affordable systems desirable to the international general public's applications.

The PC industry once depended on contract manufacturing, and its efficiency and low-cost manufacturing afforded substantial profits even with a three-tier distribution system. Declining

PC prices worldwide and rising production costs in Asia/Pacific dictate direct-marketing-driven strategies rather than OEM dependence. For leading-edge companies, low-powered portability will be the theme of the PC segment in the

1990s, and semiconductor companies will be challenged to ensure low power consumption and high integration.

Consumer

Consumer electronics equipment production is the second largest industrial segment among the

NIEs, with approximately U.S.$l6.9 billion in

1990 and U.S.$10.5 billion from January to July

1991 (see Figure 4). Dataquest's semiconduaor applications market analysis of consumer electronics includes a breakdown of equipment into audio, video, personal electronics, and appliance subsegments. South Korea's consumer equipment production accounts for 58.7 percent of the region's total output, and South Korea should remain the dominant consumer elearonics manufacturer in Asia outside Japan.

While Taiwan and Hong Kong (supported by an electronics industrial base inside its border with China) produced an estimated respective U.S.$2.8 billion and U.S.$2.3 billion in 1990, Singapore's output lagged behind at

U.S.$2.0 billion. During the first seven months of 1991, Dataquest has seen particularly strong growth in Singapore's audio, video, and appliance industries, which reached 74 percent of

1990 production by July 1991.

The growth in Taiwan's television and appliance industries together accounts for approximately

40 percent of consumer equipment output.

Many assembly-oriented operations in Taiwan and Hong Kong continue to transplant to Cliina and Southeast Asia, where labor is inexpensive and most favored nation trade status is available. In the meantime, Taiwan's leading consumer companies, such as Tatung Electronics, are upgrading domestically naade product lines, which are higher in semiconductor content.

Dataquest forecasts NIE consumer electronic production in 1992 to grow 7.9 percent, thus exceeding 1991's 4.8 percent forecast growth.

We expect Singapore's expansion to outpace

South Korea, Taiwan, and Hong Kong because of extensive investments and plant expansion among various Japanese consumer companies.

Dataquest expects production growth in 1991 in color televisions and videotape recorders in

South Korea to outpace that of other regions and equipment.

Communication

Asia/Padfic's third major electronics equipment segment is communication (see Figure 5). This segment is approximately one-third the size of

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8

Figure 3

Asia/Pacific Data Processing Equipment Production

Millions of U.S. Dollars

I S O O O T

16000-

14000

12000

10000-

8000-

6000-

4000-

2000

O-L

Total Data

Processing

Source: Dataquest (November 1991)

South Korea Taiwan

Figure 4

Asia/Pacific Consumer Equipment Production

Millions of U.S. Dollars

20000

Semiconductors Asia

E 3 1939

1990

July 1991

(Year to Date)

Hong Kong Singapore

Total Consumer

South Korea

Source: Dataquest (November 1991)

Taiwan

Hong Kong Singapore data processing and consumer electronics, but

Dataquest expects it to be the fastest-growing segment from 1990 to 1992 (see Figure 2).

This industry grew 19 percent in 1990 to

U.S.$5.2 billion. The segments of the communications market include premise telecommunication, public telecommunication, mobile communication, broadcast and studio, and other communication. The proliferation of personal computer usage throughout East and Southeast

Asia is creating opportunities for coimnunications companies. Furthermore, every Asia/Pacific government has a telecommunications industrial policy that plans to significantly increase the region's "wire and wireless communications capacities.

Despite the rapid expansion of niche industries producing personal and mobile communication, the opportunities in the public telecommunications sector will be inextricably tied to political

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Semiconductors Asia

Figure 5

Asia/Pacific Communications Equipment Production

Millions of U.S. Dollars

6000-

5400

4800

4200^

3600

3000

2400-

1800-

1200

600

0

Total

Communication

Source: Dataquest (November 1991)

South Korea Taiwan

E 3 1989

1990

July 1991

(Year to Date)

Hong Kong Singapore bodies. However, the urgent need for telecommunications infrastructural improvements in

Taiwan and South Korea requires liberalization of the current tight government control. Political stability on the Korean Peninsula and across the

Taiwan Straits will engender relaxed military and security requirements in the 1990s. It is not likely that South Korea and Taiwan will ever be as open to foreign equipment and standards as

Singapore and Hong Kong were during the

1980s. Instead, South Korean and Taiwanese planners will seek a balance between government support of local communications suppliers and foreign suppliers in the 1990s.

Industrial

Industrial electronics is a relatively new equipment area in Asia/Pacific (see Figure 6). This segment accounts for approximately 2 or 3 percent of total equipment production in the NIEs.

Industrial segments tracked include security/ energy management, manufacturing systems/ instruments, medical equipment, and other industrial equipment. Dataquest saw reasonable growth from U.S.$0.9 billion in 1989 to

U.S.$1.0 billion in 1990; however, during the first seven months of 1991 production totaled only U.S.$0.4 billion.

South Korea is the leading manufacturer of industrial equipment in Asia/Pacific. Its production jumped from U.S.$0.3 billion in 1990 to U.S.$0.4 billion in 1991. Rapidly growing segments in South Korea include medical equipment and manufacturing systems/instmments.

South Korea manufactures heavy industrial equipment that will rely increasingly on electronics systems, as does the machinery currendy made in Japan.

Transportation

The transportation segment (see Figure 7) includes electronics equipment used in automotive vehicles or trains. This is the smallest of the six equipment segments in Asia, as it is worldwide. The majority of revenue in the NIEs is derived from car radios and radiocassette players. Because South Korea is the major automobile manufacturer and leading exporter of automobiles in the region, it is understandable that it accounts for 43 percent of NIE transportation equipment production.

However, car radio and radio-cassette production in Hong Kong and Taiwan have become formidable. Because of the high imp)ort tariffs on automobiles in Taiwan, auto companies source as many parts (such as radios) as possible locally and assemble the vehicle locally.

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

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10

Figure 6

Asia/Pacific Industrial Electronics Production

Millions of U.S. Dollars laoo-

1000-

800

600

400

200-

0-

Total

Industrial

Source: Dataquest (November 1991)

South Korea Taiwan

Semiconductors Asia

1989

1990

July 1991

(Year to Date)

Hong Kong Singapore

Figure 7

Asia/Pacific Transportation (Automotive) Electronics Production

Millions of U.S. Dollars

900-

800-

700

600

500

400-

300-

200

100-1

0

Total

Transportation

Source: Dataquest (November 1991)

South Korea

Taiwan

Hong Kong

1989

1990

July 1991

(Year to Date)

Singapore

Military/Aerospace

The military/aerospace segment is the second smallest and slowest-growing electronics equipment industry in Asia/Pacific (see Figure

8). With the absence of superpower Cold War power politics in Asia/Pacific, there is a power vacuum that forces each country to guarantee its own military security. At the same time, the availability of sophisticated components and systems from Europe and the United States is increasingly restrictive in this post-Desert Storm period. Therefore, Dataquest believes that secretive, domestic development programs to research and manufacture (rather than assemble,

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

Semiconductors Asia

11

Figure 8

Asia/Pacific Military/Aerospace Equipment Production

Millions of U . S . Dollars

1400-

1200

1000

800 eoo-i

400

200

0

Total South Korea

M ilitary /Aerospace

Source: Dataquest (November 1991)

Taiwan

1989

1990

July 1991

(Year to Date)

Hong Kong Singapore

Figure 9

Asia/Pacific Total Electronics Equipment Production

Millions of U.S. Dollars

45000-

40000-

35000

30000-1

25000

20000-1

15000

10000

5000-1

0

Total

Equipment

Source: Dataquest (November 1991)

South Korea

Taiwan

F r q 1989

1990

July 1991

(Year to Date)

Hong Kong

Singapore as in the past) military systems will proliferate in South Korea and Taiwan. Nevertheless, the rapid integration of Asia/?adfic economies dramatically reduces the day-to-day threat of military confrontation. Until a peaceful reunification or mutual coexistence agreement is achieved between the governments of the

People's Republic of China and the Republic of China, millions of dollars will continue to be spent by Taiwan in an attempt to securely defend this island of 22 million inhabitants.

The following section provides an update of the electronics equipment production performance and makeup of South Korea, Taiwan, Singapore, and Hong Kong (see Figure 9). This section is

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

12

Semiconductors Asia

Figure 10

South Korean Electronics Equipment Production

Military/Aerospace

Transportation

Industrial

Communication

Consumer

X

1969

1990

July 1991

(Year to Date)

Data Processing

4000 6000 8000 10000

Millions of U.S. Dollars

12000

Source: Electronics Industry Association of Korea, Dataquest (November 1991) designed to present an overview of each country's electronics equipment performance.

Electronics Equipment Production

South Korea

South Korea's electronic industry is the largest in the Asia/Pacific region. Last year, South

Korea's output reached more than U.S.$l6.8 billion and is forecast to reach U.S.$19.6 billion by the end of 1992. Consumer equipment accounts for approximately 60 percent of the national output (see Figure 10). However, in recent years data processing products have become an important part of the electronics chaebols' (conglomerates') diversification efforts. reached U.S.$3.2 billion in 1990 and grew modestly from January to July 1991, achieving

U.S.$1.9 billion in revenue. Unlike Taiwan's PC industry, South Korea's has shifted slowly to

386-based systems and will depend on volume output of 286-based machines in 1990, as has southeast Asia.

Taiwan

PC and peripherals industries are to Taiwan what color televisions and videotape recorders are to South Korea, and more. Taiwan's electronics output was ranked second to South

Korea's in Asia/Padfic in 1990 at approximately

U.S.$9.9 billion (see Figure 11). This position is being challenged by Singapore, which continues to attract massive plant investments because of its superior inlrastructure and communications capabilities.

South Korea's long-standing prowess in consumer electronics is due primarily to the strength of its video and appliance industries.

Combined dollar-value production of color television and videotape recorders of U.S.$3.6 billion in 1990 accounted for 36 percent of consumer equipment output and 21.4 percent in

South Korea's total electronics production. South

Korea's data processing equipment production

Taiwan's data prbcessing segment accounted for approximately 50.5 percent of the country's electronics equipment output in 1990. This industry is dominated by computer and terminal products, which accounted for approximately

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

Semiconductors Asia

Figure H

Taiwanese Electronics Equipment Production

13

Military/Aerospace

Transportation

Industrial

Communication

H 1989 n 1990

July 1991

(Year to Date)

Consumer

Data Processing

0 600 1200 1800 2400 3000 3600 4200 4800 5400 6000

Millions of U.S. Dollars

Source: Ministry of Economic Affairs, Dataquest (November 1991)

U.S.$4.1 billion of this U.S.$5.0 biUion segment.

PC and motherboard output increased l6.4 percent to U.S.$2.2 billion in 1990. Unit production growth was high from January to July, but revenue achieved approximately 60 percent of 1990's total produaion.

We believe that the current worldwide demand downturn is creating a severe squeeze on midsize (from 100 to 500 employees) companies.

Although large manufacturers have seen profit maigins evaporate during the last six months, they have redoubled efforts to launch notebook and 486-based produa families. Small manufacturers are serving a brandless commodity market and successfully competing on price alone as a result of minimal overhead (and there are literally thousands of small companies in Taiwan). Midsize companies, however, lack brandname recognition and offer litde price advantage over a company such as Acer Incorporated or Mitac International Corporation.

Dataquest believes that a two-tier personal computer industry will develop and coexist during

1992 whereby semiconductor purchasers will have two unique mind sets. Small companies in

Taiwan (and throughout southeast Asia, for that matter) will purchase 286- and 386-based CPUs and other components primarily because of price advantage. Laige companies, on the other hand, are required to create a long-term massmarketing strategy for North America and

Europe, which commits to portable and

486-based PC product lines. These long-loyal users of Intel parts are concerned about brand name and user perceptions.

Dataquest estimates that consumer equipment output declined in 1990 because of companies moving offshore to Southeast Asia (which includes ASEAN countries, Hong Kong, and southern China) during 1988 and 1989. The consumer audio segment has been affected the most by plant relocations. Despite softness in

European and North American consumer markets, which became most acute during the latter part of 1991, Dataquest expects the industry to return to positive growth of 2 percent in 1991 and 5.8 percent in 1992. The video and

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Figure 12

Hong Kong Electronics Equipment Production

Semiconductors Asia

Military/Aerospace

Transportation

Industrial

Communication

Consumer

1989

1990

July 1991

(Year to Date)

Data Processing

300 600 900 1200 1500 1800 2TOO 2400 2700

Millions of U.S. Dollars

Source: Hong Kong Trade Development Council, Dataquest (November 1991) personal electronics segments will lead this segment's recovery.

Hong Kong

The difference between electronics equipment that is produced across the border in China's

Guangdong Province by Hong Kong companies and that made in Hong Kong's New Territories is invisible. Because of the borderless nature of equipment manufacturing in the Hong Kong/

Guangdong region, Dataquest considers equipment that is produced by a Hong Kong company, finished in Hong Kong, and then exported or shipped to the local market as Hong Kong production.

Hong Kong's electronics equipment industry, including its satellite plants in Guangdong, is the fourth largest among the NIEs. The industry grew 2.8 percent to U.S.$5.8 billion in 1990 and is forecast by Dataquest to grow 6.8 percent to U.S.$6.1 billion in 1992 (see Figure 12).

Increased government support and planning coupled with growing demand and economic integration with southern China are resulting in modest electronics equipment production growth. Furthermore, investments from large government-financed electronics companies from

C3iina such as the Stone Group and Shenzhen

Electronics Group are spurring growth and diversification.

Hong Kong electronics manufacturing is centered around data processing and consumer electronics. In 1990, consumer electronics accounted for 39.7 percent of total equipment production. The data processing industry is the second laigest segment in Hong Kong at approximately U.S.$1.9 billion or 33.4 percent of total output. Communications production grew

18 percent in Hong Kong during 1990 to

U.S.$0.9 billion, outpacing all other segments.

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Semiconductors Asia

Figure 13

Singaporean Electronics Equipment Production

15

Military/Aerospace

Transportation

Industrial

Communication

Consumer

V > , " ' i ^ . \ ,

m 1983

M 1990

July 1991

(Year to Date)

Data Processing

1800 2400 3000 3600

4200 4800 5400

Millions of U.S. Dollars

Source: Singapore Trade Development Board, Dataquest (November 1991)

Singapore

During the first seven months of 1991, Singapore's electronics equipment production surpassed that of Taiwan (see Figure 13). Rapid growth in disk drive production firom January to July generated U.S.$2.4 billion in revenue, compared with total output of U.S.$2.9 billion in 1990. Dataquest believes that disk drive shipments will ejqperience slow growth during the second half of 1991. We estimate that Singapore's total electronics equipment production grew 5.5 percent to U.S.$7.8 billion during

1990. Singapore's U.S.$4.1 billion data processing industry is highly dependent on disk drive production, which accounted for 57.7 percent of data processing revenue. Production of finished computer systems accounted for 11 percent

(U.S.$5.4 billion) of the data processing total in 1990.

Despite the overwhelming size of the data processing segment, consumer electronics production is a growing, formidable industry in Singapore. Production reached US$1.9 billion in 1990, and from January to July it accounted for US$1.5 billion in revenue, 79 percent of the total annual output for 1990. Although

Singapore is one of the largest purchasers of communications equipment in Asia/Pacific, its production in this segment is the one of the smallest.

Dataquest Perspective

The Asia/Padfic-ROW electronics equipment production is forecast to slow from its 1990 expansion of 135 percent to approximately

10.9 percent in 1991. Among Asia's primary semiconduaor markets, the NIEs' electronics equipment produa as a whole is expected to grow 7.1 percent compared with 5.4 percent growth in 1990.

Dataquest believes that the mass exit of lowend manufacturers from Taiwan, Hong Kong,

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16 Semiconductors Asia

Singapore, and later South Korea in 1988 through 1990, a result of rapid currency appreciation and labor cost hikes, impacted production in 1990. Local manufacturers have been upgrading technologies at home w^hUe moving older technologies offshore. The most evident example of this phenomenon occurred in the PC industry. The majority of Taiwan's

286 systems and board manufacturers moved their faaories offshore last year and have adopted the 386 platforms so quickly that new price erosion is necessary for migration to

486-based systems, at least among the major manufacturers.

The slowdown in the third quarter for data processing products was expected, but the severity of price pressure significantly impacted companies' cash flows and fourthquarter business plans.

Electronics equipment production momentum, which grew in the first and second quarters of 1991, dropped off in Asia/Pacific's NIEs during July and August. The summer months are typically slow-growth months for the data processing segment. Production must begin to ramp in September and October to ship in time for the fourth-quarter Christmas season push. The slowdown in the third quarter for data processing products was expected, but the severity of price pressure significantly impacted companies' cash flows and fourth-quarter business plans.

Dataquest expects a moderate upturn during the fourth quarter. If average selling prices were to stabilize during the second half of 1991, then revenue growth for the region as whole would be closer to its 1990 level. Dataquest expects prices to continue to deteriorate but unit shipments to pick up. The net result for semiconduaor demand will be flat to slightly positive growth among the NIEs during the fourth quarter. As mentioned previously, the equipment results of the January through July period and our expectations for the third and fourth quarters will be reflected in an approximately 14.6 percent growth in the Asia/Pacific-

ROW semiconductor market as a whole in 1991. •

By Daniel Heyler

Technology Analysis

Taiwan's Semiconductor Mission:

Hsinchu Science-Based

Industrial Park

Under the leadership and respective financial/ technical support of Taiwan's Central Bank and the Industrial Technology Research Institute

(ITRI), Taiwan's semiconductor industry is in the midst of rapid expansion that began in 1988 and has achieved reasonable success three years later. Unlike in South Korea, Taiwanese companies are capable of satisfying only 10 to

15 percent of the country's semiconductor demand. This year, the government has reaffirmed its commitment to semiconductor manufacturing and design expertise by providing leadership and financial support to the technology's continued development. Dataquest believes that despite this year's doubling of capital expenditure there will be limitations to future expansion because of significant marketing, technological, and capital impediments.

Semiconductor manufacturing under the guidance of the Electronics Research and Service

Organization (ERSO) division of ITRI became one of the government's top priorities in 1988.

Dataquest estimates that capital spending in semiconductor equipment and facilities jumped from U.S.$56 million in 1988 to U.S.$210 million by 1989. Six companies announced plans to construct front-end facilities or expand upon current capacity in 1988. In 1992, Taiwan's

Hsinchu Science-Based Industrial Park will house nine semiconductor manufacturing companies. In 1986, United Microelectronics Corp.

(UMC) and ERSO were the only two semiconductor companies with manufacturing plants in

Taiwan. Next year, the following companies will have plants in Taiwan:

• ERSO (government-industry R&D alliance)

• Hualon Microelectronics Co.

• Macronix

• Acer/Texas Instruments

• Taiwan Semiconductor Manufacturing

Company (TSMC) (foundry)

• UMC

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Semiconductors Asia 17

• MOS Electronics Co. (MOSeDA^itelic Corp.

• Winbond

• Episil (bipolar)

Total 1991 Estimated Capital

Spending = U.S.$708 Million

At a time when the global semiconductor companies are redefining their businesses and rationalizing R&D and manufacturing costs, Taiwan's 1990 level of semiconductor capital spending will more than double, from

U.S.$325 million to U.S.$708 million in 1991

(excluding the U.S.$80 million Vitelic was expeaed to spend on its unfinished facility).

Approximately U.S.$220 million is attributable to

Acer/TI's equipment installation, which took place in 1991. The remaining U.S.$488 million in expenditure was from the other six Taiwanbased companies. Dataquest believes that most of Taiwan's current semiconductor companies will achieve reasonable profitability and cash flow in 1991, with some exceptions. The strength of the market during the first and second quarters of 1991 enabled most companies to complete fab upgrades and expansion plans.

Consequently, capital spending is estimated to grow 117 percent in 1991.

When comparing Taiwan's semiconductor experience with that of South Korea, one can see an even more dramatic capital commitment in South Korea. Unlike Taiwan, however. South

Korean semiconductor companies have not increased significantly in number, and the industry is less diversified than Taiwan's. In

1986, there were five semiconductor manufacturers in South Korea: Daewoo Telecommunications Company Ltd., Goldstar Electronics Company Ltd., Hyundai Electronics Company Ltd.,

Korea Electronics Company Ltd., and Samsung

Electronics Company Ltd. Five years later, the number has increased to seven with the additions of Kukje and Sammi.

This industry's strategy was to focus on manufacturing efficiency and volume. Consequendy, capital spending expanded dramatically in only three years, from U.S.$328 million in

1986 to U.S.$1,565 million in 1989. Production efficiency and sales revenue made similarly dramatic increases. We have yet to see the level of return on investment in Taiwan as we have seen in South Korea.

In 1990, a variety of market, industry, and political forces rendered more moderate spending growth among South Korean companies, which resulted in a semiconductor capital spending decline to U.S.$1,046 million. We expect capital spending to return to its 1989 level of approximately U.S.$1,540 million. We have raised our midyear forecast of U.S.$1,120 million to U.S.$1,540 million as a result of Samsung's heavy expenditure in production equipment and facilities relating to diversification of its memory product lines (i.e., SRAMs and

EEPROMs). Our forecast of R&D spending remains at midyear expectations. Although the characters of the South Korean and Taiwanese semiconductor industries are distincdy different,

Dataquest believes that Taiwan's capital spending in semiconductors will follow a pattern similar to South Korea because of similar market, industry, and political forces.

Cause for Alarm

In the past several months, the Taiwanese industry and officials of the Hsinchu Science-

Based Industrial Park have expressed alarm and concern that the Japanese trade surplus with Taiwan equaled 80 percent of 1990's total surplus. Trade officials expea Taiwan's deficit to reach U.S.$9 billion in 1991, up from

U.S.$7.7 billion in 1990. Even more astonishing to Park officials is the fact that Japan's trade surplus with Taiwan will surpass Taiwan's trade surplus with the United States.

Japan's second largest export to Taiwan (after automobiles) is semiconductors. Dataquest estimates that the import of semiconductors will equal approximately U.S.$2 billion by the end of 1991. m u officials continue to point to the importance of semiconductor technology to its other electronics sectors and to the increasing reliance on foreign suppliers, which explains their continuing efforts to acquire technology, develop local expertise, and expand Taiwan's number and size of its semiconductor plants.

The Hsinchu Science-Based Industrial Park has consequendy reaffirmed its commitment to semiconductors as the foundation for computer, telecommunication, electro-optical, manufacturing and office automation, and biotechnology. Each year ITRI and its six divisions armounce technological developments and offer seminars and training to disseminate technology to the industry. Each year the technical scope of ITRI's task widens because of the proliferation of technical demands from the industry.

Currently, there are 134 companies in Hsinchu

Science-Based Industrial Park. Total 1990 park revenue reached approximately U.S.$2.4 billion and could grow as much as 30 percent this

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Figure 1

Hsinchu Park Sales Revenue by Industry

Millions of U.S. Dollars

1600-

Semiconductors Asia

E 3 1990

June 1991

(Year to Date)

Computers and

Peripherals

Semiconductors

Communication

Electro-

Optical

Source: Hsinchu Science-Based Industrial Parle, Dataquest (November 1991)

Automation Biotech Others year, to U.S.$3.2 billion. Judging from the performance of various companies during the third and fourth quarters of 1991, Dataquest expects growth to range between 15 and 25 percent.

Hsinchu's 1990 and January to June 1991 sales revenue was presented at Dataquest's September

Annual Strategic Industry Conference (cosponsored this year by ITRI and Institute for Information Industries) in Taipei (see Figure 1).

Taiwan's computer and peripherals industries dwarf its semiconductor capabilities. It is important to note that although all of Taiwan's semiconductor manufacturers are located in the Hsinchu Park, many of Taiwan's computer companies manufacture outside Hsinchu. Nevertheless, computer and peripheral manufacturing reached U.S.$1.4 billion in 1990 and grew to

U.S.$0.7 billion by June of this year. Semiconductor companies, on the other hand, achieved approximately 3.8 percent revenue growth to U.S. $0.5 billion in 1990 and

U.S.$0.4 billion from January to June 1991.

The third largest segment in Hsinchu is communication, which reached U.S.$0.4 billion in 1990 and U.S.$0.2 billion by June 1991.

Semiconductor sales are rising at a faster rate in

1991 than are computers and communications sales, and investment in this segment exceeds all other segments. Furthermore, 26 percent of the companies in the park are IC-related compared with 32.8 p>ercent that are involved in computer and peripheral businesses. Therefore, in 1990, 32.8 percent of the companies produced 57 percent of the Park's sales revenue from computers and peripherals, and 26 p>ercent of the companies generated 22 percent of the sales revenue. Although economies of scale are the prerequisite for profitability in semiconductor business, Taiwan's semiconductor industry remains the least consolidated of all industry segments. Dataquest believes that for Taiwan's semiconductor industry to compete locally and ititemationally local semiconduaor companies will have to either seek strategic partnerships with foreign companies to gain technology and market access or merge with other Hsinchubased companies.

Dataquest Perspective

Current Assumptions

It is widely assumed in Taiwan as in the

United States that a large, local semiconductor manufacturing base is vital to Taiwan's economic competitiveness. That is, a large portion of the country's GNP depends enough on electronics equipment manufacturing that it is important to guarantee that an adequate supply of components is available to satisfy demand and development. Historical reasons for this assumption in Taiwan differ from those in the

United Stetes.

Three points of view support the idea of the government providing inexpensive capital, technology training, R&D, and strategic support to

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19 build and maintain a semiconductor manufacturing capability. From systems companies' point of view, the government wants to ensure an adequate supply of memories and microcomponents. The days of DRAM shortages in Taiwan and last year's limited allocation of 386 microprocessors are well remembered. Policymakers believe that the industry has too much to lose to be fiilly dependent on overseas DRAM suppliers.

From semiconductor companies' point of view, the government sees tremendous opportunity for local companies in Taiwan. Two years ago the government's support for building semiconductor facilities in Taiwan was evident. Semiconductor companies want to compete with foreign suppliers in Taiwan and Southeast Asia.

Although many companies were for the most part satisfied with the foundry services they received from TSMC or elsewhere, companies believed that manufacturing was essential to survive and had the backing to build a facility.

Lastly, the strength and technological know-how of Taiwan's military has been the cornerstone of its industrial policies since the 1950s. Taiwan's ability to acquire sophisticated semiconductor technology (it is not a COCOM signatory) and systems is increasingly difficult because of western ties to the People's Republic of

China (PRC). At the same time, the military threat to Taiwan remains a reality as long as talks of an independent Taiwan are part of opposing the Democratic Progressive Party platform. Both the mainland and Taiwan governments maintain a "peaceful reunification" policy but seek to guarantee this by a strong defense.

Dataquest believes that the source of concern over the heavy dependence on foreign semiconductor suppliers might be legitimate from a national security point of view. The island depends on electronics equipment manufacturing and exports for national income and defense. As Japan, South Korea, and the United

States increase technology trade and diplomatic dialog with the PRC, there is always the increased PRC trade leverage that can be used against Taiwan in various international trade organizations such as GATT.

The Future, the Users

Dataquest believes that the huge dependence on semiconductor imports in Taiwan will get worse before it gets better and that the government can do little to change this phenomenon.

The reality of the matter is that systems companies are facing fierce pricing pressure and need to design, develop, and ship products faster than ever. Local companies will not be able to keep pace with changes and challenges that face end users. These users depend on inexpensive parts, quality, delivery, and the confidence in future-generation product development.

Taiwan will continue to be a world force in computer and peripherals manufacmring and is rapidly diversifying to other related niche markets. Computer companies in the Park are also diversifying their export markets to Europe and

Southeast Asia. Total sales revenue to North

America dropped from 45 percent of total sales in 1988 to 35 percent in 1990. (The Netherlands, Great Britain, and Hong Kong/China were the next largest esqiort markets in 1990, respectively.)

Telecommunication is a rapidly emerging industry and is receiving backing from ITRI. These semiconductor users depend on inexpensive parts, quality, and delivery. Dataquest believes that major semiconductor users have a preference for foreign products because reliability is their number one concern. The fact is that

"Made in Japan" means quality and reliability for most key users, although this may seem threatening to industry planners.

That is not to say that there wiU not be success stories among Taiwan's semiconductor industry. Last year, Silicon Integrated Systems

Corporation's 386 chip set sold very well in

Taiwan; however, Dataquest believes that sales of its 486 in Taiwan this year have not met company expectations. The problem is that the systems companies lack confidence that development of following-generation products would progress in Taiwan. This year, UMC's

486-based chip set has received acceptance in the industry, and the chip set's pricing is very competitive. There is plenty of room for

Taiwan's current semiconductor companies to succeed, assuming that foreign competition will not beat them first.

The semiconductor industry is vastly more complex in Taiwan than it was three years ago, so it is increasingly difficult to manage from the

ITRI and the Science-based Park Administration.

Taiwan's semiconductor industry will need to focus on what it does best rather than be overly concerned with concepts of self-reliance.

The days of shortages are by no means over, but the likelihood decreases with time. Now there are second-source suppliers of DRAMs and 386-based microprocessors in South Korea

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20 Semiconductors Asia and Taiwan, respectively. The dynamics of the marketplace will ultimately provide maximum utility to technology companies in Tai-wan.

Hsinchu will continue to be a vital source of talent and an incubator of technology while companies should be allowed to increasingly to fend for themselves. The total success of the electronics industry through Taiwan's comparative advantage will be the best guarantee that systems industries, local semiconduaor companies, and Taiwan geopolitical power wiU grow.

Semiconductor technology in Taiwan should be considered the foundation for its electronics systems industries, but semiconductor manufacturing is becoming less of a technological prerequisite. The ultimate goal of the Taiwanese government must be to remove itself from market questions and focus on ensuring inexf>ensive, patient capital as well as building an

infrastructure and environment that attract talent and motivates long-term domestic and multinational investment. Modem-day intellectual property right protection and practice might be one environmental place to start. Dataquest believes that further growth and investment in building capacity in Taiwan must be carefully weighed against the advantages of manufacturing abroad and focusing developing design tools locally alongside systems houses. •

By Daniel Heyler

Company Analysis

The Quest for Capacity at Less Capital

Cost Continues: MOSel

Acquires ViteUc

In a surprise meeting in Taipei on October 24,

MOS Electronics Co. (MOSel) and Vitelic Corp. announced that MOSel would purchase 100 percent of Vitelic's stock and finance the completion of Vitelic's Hsinchu fab rather than continue the on-again, off-again negotiations with

Hualon Microelectronics Co. (HMC). The initial cost of the buyout by MOSel is estimated at

U.S.$100 million. Current market forces and industry developments required a second look at the cost of and need for two U.S.$80 million to U.S.$100 million memory companies operating facilities in Hsinchu. Instead, there has been the formation of Taiwan's second largest merchant supplier, which has yet to be named. But do not forget the soon-to-be ramped Acer/Texas

Instruments Inc. (11) fab. Further logistical talks will continue until the end of the year when both companies hope to complete the meiger.

MOSel was founded in Sunnyvale, California, as a standard and specialty memory company focused on office automation, communication, and instrumentation. It later expanded into high-speed SRAMs, RAMs, cache data RAMs,

(FIFOs), and ROMs. The company currendy relies primarily on sales of its memory products to personal computer and motherboard houses in Taiwan, Hong Kong, and North America.

MOSel has foundry relationships with Fujitsu

Ltd., Sharp Electronics Corporation, and Taiwan

Semiconductor Manufacturing Corp. Dataquest's preliminary market share survey indicates that MOSel's 1991 worldwide sales reached

U.S.$68 million. Dataquest posted MOSel's 1990 worldwide semiconductor shipment revenue at

U.S.$33 million.

MOSel has the advantage of integrating Vitelic's entire staff of train process and design engineers without having to construct a facility and train an entire staff of its own engineers.

Currendy, MOSel has 300 employees in Taiwan and 100 in its sales and marketing operation in Sunnyvale. Vitelic employs approximately

600 people, almost all of whom ate based in

Taiwan.

Both companies have a long-standing commitment to semiconductor manufacturing in

Taiwan. MOSel has delayed the construction of its semiconductor several times during the past year. Its most recent plan to spend U.S.$100 million to build a 12,000-square-meter BiOIOS fab that could produce 10,000 6-inch wafers per month will be delayed or possibly abandoned as a result of its Vitelic acquisition. Vitelic had planned to spend U.S.$80 million on the completion of its facility in Taiwan this year but ran out of capital.

Taiwan's Semiconductor Strategic

Alliances

Dataquest has seen a steep increase in strategic alliances in Taiwan during the past two years.

The merging of MOSel and Vitelic is a continuation of the industry's pursuit of semiconductor manufacturing capacity and technology. It is also a sign that relying on the governmentrun Electronics Research Service Organization

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(ERSO) must be supplemented by independent private-sector alliances. Technology demands on

ERSO have increased in recent months, but questions of priorities and planning at times differ between the provider (ERSO) and the users

(semiconductor companies). To meet industry demands, ERSO will increase its semiconductor capital spending to approximately U.S.$50 million and has asked local users of its RSdD to contribute engineers and funds to the submicron project. The rise in technology alliances indicates that companies have outgrown their dependence on ERSO and must at times utilize their cash advantage to simply acquire a company either for its technology or its marketing channels.

MOSel recently acquired Elite Semiconductor

Inc. to enhance its PC logic product line. The company strategy is to focus on the PC market in Taiwan; expanding into DRAMs enables

MOSel to make a greater variety of product offerings to its customers.

Technology partnering has traditionally been between companies in the Silicon Valley and

Taiwanese companies. Local companies continue to be rich in capital relative to their U.S. counterparts, but Taiwanese companies have lacked expertise and experience in semiconductor manufacturing. The two regions have made ideal partners during the past three years as market forces have warranted technology and capital cooperative partnerships.

MOSel has been one of several fabless semiconductor companies in Taiwan that has announced or broken ground on buUding its own manufacturing facilitjr. This alliance is unique because it is not an agreement between a Taiwanese and United States or Japanese company but is between two essentially

Taiwan-managed companies. Competition between semiconductor companies continues to be fierce in Taiwan despite proximity and familiarity of these organizations. Because

MOSel's experience in the DRAM area is minimal, the success of this merger depends primarily on Vitelic. It will be MOSel's responsibility to implement organizational changes and manage the transition, but it will be Vitelic's responsibility to meet the schedule production date of second quarter 1992.

Taiwan's semiconductor industry has shown that it has the financial wherewithal, manufacturing know-how, and international strategic sense to succeed and grow even if it means growing in unexpected directions. Semiconductor companies continue to prefer fab to fabless and attempt to absorb huge costs to either build or expand their manufacturing. Some reasons for this preference with building one's own semiconductor facility as opposed to using local or

Japanese foundries are cited as follows:

• Competitive nature of the industry

• Taiwan's historical strength in low-cost manufacturing and efficiency, particularly in the personal computer and peripherals area

• Govermnent financial support through its

Central Bank and proactive semiconductor development policies

• Concern of speed of product turnaround

• Companies in Taiwan seeking to provide total systems solutions to their customers

• Cultural preference for Ln-house private manufacturing and independence

• The capability and benefits of in-house R&D

Dataquest Perspective

Although we had heard an announcement by

HMC of a buyout of Vitelic and intention of financing the completion of Vitelic's fab, the deal with MOSel is likely to succeed because

MOSel stockholders have approved the agreement. Furthermore, MOSel had previous plans to construct a semiconduaor facility in Hsinchu, but those plans never reached fruition. Vitelic is also eager to get its facility up and running after stalling construction of its fab for most of

1991 because of lack of capital.

Because merging is much less common among

Chinese companies than it is in Europe or

North America, finalization of the merger plans and implementation is likely to take longer than MOSel and Vitelic's two-month schedule. Furthermore, because the Lunar New Year (February 4, 1992) bears considerable significance on the Chinese business calendar, it is possible that the deadline could be postponed one more month. Organizational and major corporate changes in Taiwan have traditionally run most smoothly prior to the Chinese New Year's, when promotions, job shifts, retirements, and bonuses are given.

This agreement dearly enhances MOSel's position as a merchant semiconductor player

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Semiconductors Asia

worldwide and especially in Asia. Both companies claim their combined sales will reach

U.S.$150 million in 1991, which means that

MOSel becomes the second laigest merchant semiconductor company in Taiwan, nearly two times the size of its nearest rival.

MOSel could fare well if it is successful at satisfying the high-volume demand in the region's low-end markets rather than focusing solely on a highly competitive high-end market in Taiwan.

MOSel will have a unique position among its competitors in Taiwan. It will accompany

United Microelectronics Corp. in its target on computer applications in Taiwan; however, it will be focused on providing as broad a range of memory products as possible. MOSel has relied heavily on foundries in the past, but how receptive customers will be to MOSeWitelicbuilt devices is uncertain.

Significant investments into the expansion of

Taiwan's semiconductor industry during the past three years (see Asia/Pacific-ROW Fab Data-

base) are occurring at a time when European and North American markets are experiencing a slow growth period. Pricing pressure on SRAMs and DRAMs will not make MOSel's task any easier. The current market conditions coupled with exorbitant fab costs are forcing local companies such as MOSel and Vitelic to reexamine expansion plans and product portfolios.

Although demand for SRAMs and DRAMs in

Taiwan alone well exceeds next year's local capacity (including that of the Acer/TI

4Mb DRAM fab), tremendous pricing pressure remains from South Korea, Japan, and North

America.

However, with a rapid rise in demand for inexpensive, low-end memories from Taiwan's transplanted x286-based and x386-based personal computer industries Ln Southeast Asia and

China, MOSel could fare well if it is successful at satisfjring the high-volume demand in the region's low-end markets rather than focusing solely on a highly competitive high-end market in Taiwan (i.e., p>ortable computers and 486s). •

By Daniel Heyler

News and Views

UMC Enters Chip Sets and Revamps Fab 1

United Microelearonics Corp. (UMC) recently made two announcements that put it on a course that targets Taiwan's fastest-growing semiconductor markets—486-based personal computers and portable PCs. In early October,

UMC announced plans to revamp its outdated

Fab 1 to optoelectronics, which would initially target the production of thin-film transistor

(TFT) liquid crystal displays (LCDs). The company plans to expand into applications such as notebook LCDs, another rapidly emerging

PC application market. In September, UMC armounced plans to introduce a line of

386- and 486-compatible CPUs based on superscalar CPU designs that will be licensed from Meridian Semiconductor Ck)rp. The announcement stated that these CPU "clones" will be manufactured by UMC at its semiconductor fab in Taiwan's Hsinchu Science-Based

Industrial Park in 1993.

Dataquest Perspective

UMC is positioning and preparing itself for the high end of the PC industry in Taiwan. Furthermore, the armouncement shows UMC's new commitment to leading-edge technology rather than reliance on volume production of low-end consumer ICs. UMC has been much slower than the industry standard at upgrading and renovating its facilities; UMC's Fab 1 is an example of a fab that has died a very slow death. In Taiwan, semiconductor companies hang on to older manufacturing technologies much longer than do, for example, their Japanese counterparts. Taiwanese companies continue to serve the Southeast Asian markets ^rhere new growth in demand for old technologies sustains production.

UMC's plan to produce low volumes of niche products is a direct reversal of Fab I's former use. The renovation of its fab to manufacture optoelectronic devices is a stepping stone to production of LCD screens, which are a necessary but lacking component of the industry push to portable computing. Local production of LCD screens will be dominated by Sharp

Electronics Taiwan, which currently produces

20,000 panels per month but plans to increase production to 60,000 panels per month in 1992.

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The 486 CPU clone announcement is a followup to UMC's $12 million majority stake in

Meridian Semiconductor Corp., •whereby UMC plans to license designs for compatible clones of the i486DX, i486SX, and 386DX CPUs and manufacture them at its newest fab in

Hsinchu.

Dataquest has seen an rapid shift in emphasis among large PC manufacturers in Taiwan from

386-based PCs to 486-based systems. Volume production of 386-based systems remains high; however, price erosion has dramatically shrunk profit margins to the point where large companies have been forced to focus on 486 systems.

UMC has targeted this market and is currently selling its inexpensive 486-based chip set in

Taiwan. Local chip set companies have had trouble gaining market share in Taiwan, and this announcement reaffirms UMC's commitment to the 486-based PC market to small and midsize PC companies in Taiwan.

In this latter part of 1991, UMC is aggressively promoting itself as a mainstream supplier of PC parts rather than a manufacturer of low-end consumer ICs. UMC is differentiating itself from its start-up competition in Hsinchu Park. The most important part of this armouncement is

UMC's commitment to the manufacture of 486

CPU clones because UMC currently uses NEC as its foundry for its 486-based chip sets.

Dataquest believes that UMC is likely to make moves to further establish itself as a reliable manufacturer of 486 PC products, such as beginning to manufacture its 486-based chip sets in Hsinchu rather than Japan. •

By Daniel Heyler

Asia/Pacijftc Mfmthfy

Exchange Rates

Dataquest's parent company, The Dun

& Bradstreet Corporation, provides w^orldwide exchange rates used in Dataquest's economic modeling and forecasts. In this issue, we include monthly exchange rates from July to Oaober for

South Korea, Taiwan, Hong Kong, and

Singapore.

For the Asia/Padfic monthly exchange rates, see Table 1.

^

Table 1

Asia/Pacific Montfaty Exchange Rates

CForeign Currency per U.S. Dollar)

South Korean 'Won

New Taiwan Dollars

Hong Kong Dollars

JuL

727.98

26.55

7.75

Aug.

731.93

26.49

7.75

Singapore Dollars 1.75

Source: The Dun & Biadstreet Corporation, Dataquest (November 1991)

1.74

Sep.

733.78

26.45

7.75

1.72

Oct.

738.59

26.07

7.76

1.71

©1991 Dataquest Incorporated / 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-6000 / Fax (408) 437-0292

0012353

24

Semiconductors Asia

For More information

On the topics in this issue Semiconductors Asia (408) 437-8258

About on-line access On-Line Service (408) 437-8576

About other Dataquest publications Sales (408) 437-8246

About upcoming Dataquest conferences Conferences (408) 437-8245

About your subscription Customer Service (408) 437-8402

Via fax request Fax (408) 437-0292

The content of this report represents our interpretation and analysis of information generally available M the public or released by responsible Individuals In the subject con^>anies, but is not guaranteed as to accuracy or comj^eteness. It does not contain material provided to us in confidence by our clients. Individual companies reported on and analyzed by

Dataquest may be clients of this and/or other Dataquest services. This infonnation is not furnished in connection with a sale or offer to sell securities or in connection with the solicitation of an offer to buy securities. This firm and its parent and/'or their officers, stockholders, or members of their families may, from time to time, have a long or short position in the securities mentioned and nuy sell or buy such securities.

©1991 Dataquest Incorporated / 1290 Rldder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Fax (408) 437-0292

0012353

DataQuest

^

Dataquest Incorporated

1290 Ridder Park Drive

San Jose, CA 95131-2398

(408) 437-8000

Telex: 171973

Fax: (408) 437-0292

United Kingdom

Dataquest UK Limited

Roussel House,

Broadwater Park

Deriham, Nr Uxbridge,

Middx UB9 5HP

England

0895-835050

Telex: 266195

Fax: 0895 835260-1-2

Japan

Dataquest Japan Limited

Shinkawa Sanko Building 2 n

1-3-17 Shinkawa

Chuo-kuTokyo 104

Japan

011-81-3-5566^11

Telex: 781-32768

Fax: 011-81-3-5566-0425

France

Dataquest Europe SA

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36, avenue du Gto6ral-de-Gaulle

93175 Bagnolet Cedex

France

(1)48 97 31 00

Telex: 233 263

Fax: (01)48 97 34 00

Korea

Dataquest Korea

Dacheung Building Room 1105

648-23 Yorksam-dong

Kangnam-gu, Seoul 135-80

Korea

011-82-2-552-2332

Fax: 011-82-2-552-2661

Germany

Dataquest GmbH

Kronstadter Strasse 9

8000 Munich 80

West Germany

Oil 49 89 93 09 09 0

Fax: Oil 49 89 930 3277

Dataquest Incorporated

Ledgeway/Dataquest

The Corporate Center

550 Cochituate Road

Ftamingham, MA 01701

(508) 370-5555

Fax: (508) 370-6262

The content of this report represents our interpretation and analysis of iiiformation generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients.

This information Is not furnished in connection with a sale or <^fier to sell securities, or in connection with the solicitation of an offer to buy securities. This firm and its parent and/or their officers, stockholders, or members of the families may, ftom time to time, have long or short position in the securities mentioned and may sell or buy such securities.

Printed in the United States of America. All rights reserved. No part of this publication may be reproduced, stored in retrieval systems, or transmitted, in any form or by any means—mechanical, electronic, photocopying, duplicating, microfilming, videotape, or otherwise—without the prior permission c^ the publisher.

01991 Dataquest Incorporated

Welcome to Dataquest

Semiconductors Asia

You are in the

Source: Dataquest

binder

An annually updated collection of reference documents for the Semiconductors

Asia service. Asia/Pacific market statistics and several guides such as How to Use

Dataquest, Dataquest Research Methodology, and Dataquest High-Technology

GuideSegmentation and Glossary are contained in this binder.

Other Semiconductors Asia service binders:

Dataquest Perspective

A series of multitopic publications that provide analysis on the Asia/Pacific semiconductor industry and semiconductor application markets trends and issues, as well as semiconductor news and views.

How to Use Dataquest

DataQuest

Library Copy

DO NOT REMOVE!

INFORMATION RESOURCE CENTER

DATAQUEST INCOi^PORATED

1290 Ricldei Park Drive

San Jose, CA 95131-2398

(408) 437-8600

How to Use Dataquest

Dataqyest

Dataquest

A worldwide network of

Informationgathering resources

Source:

Dataquest

Published by Dataquest Incorporated

The content of this report represents our interpretation and analysis of information generally available to the public or released by knowledgeable individuals in the subject industry, but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients.

Printed in the United States of America. All rights reserved. No part of this publication may be reproduced, stored in retrieval systems, or transmitted, in any form or by any means—mechanical, electronic, photocopying, duplicating, microfilming, videotape, or otherwise—without the prior written permission of the publisher.

© 1991 Dataquest Incorporated

April 1991

Table of Contents

Page

1. A Guide to Help You Get the Most Out of Your Dataquest Information Resources

Introduction 1-1

2. Your Industry Service: What's in It for You?

Source: Dataquest 2-1

Guides 2-1

Market Statistics 2-1

Company Backgrounders 2-1

Dataquest Perspective 2-1

Inquiry Support 2-2

Call Your Industry Analyst 2-2

Call the Client Inquiry Center 2-2

Information Resource Center 2-4

Policies and Procedures 2-4

Non-Dataquest Consultants 2-4

3. How to Use Your Industry Service what Written Materials Will You Receive? 3-1

Source: Dataquest 3-1

Dataquest Perspectives 3-2

How Do You File Your Written Materials? : 3-2

How Do You Find the Written Material? 3-2

4. Customizing Your Industry Service

Custom Consulting 4-1

Multiclient Studies 4-1

Retainer Consulting 4-1

Primary Research 4-1

End-User-Based Services 4-2

Score Reports 4-2

CPE Market Dynamics 4-2

5. Whom Do You Call at Dataquest?

6. About Dataquest...

The Technology Information Division 6-1

Semiconductor Group 6-1

Systems Group 6-2

Telecommunications Group 6-2

Peripherals Group 6-3

Ledgeway/Dataquest 6-3

The Executive and Financial Group 6-4

Other Dataquest Services 6-5

Conferences 6-5

Technology Products 6-5

2 How to Use Dataquest

7. Subscription Terms

Basic Terms of Syndicated Industry Services 7-1

Add-On Subscriptions 7-1

Payment Terms 7-1

Base Price 7-1

A Reminder 7-1

We Thank You for Choosing Dataquest as Your Marketing Research Partner. 7-1

Appendix A. Dataquest Information Resource Center CD-ROMS and Computer

Databases A-1

Appendix B. Dataquest 1991 Conference Schedule B-1

Appendix C. Technology Products C-1

l i s t of Tables

Table Page

5-1 Who to Contact at Dataquest 5-1

List of Figures

Figure Page

2-1 Client Inquirjr Center Flow 2-3

2-2 Whom to Call for Your Inquiry 2-3

3-1 Contents of Your Binder 3-3

3-2 Standalone European Country Binder Contents 3-3

Chapter 1

A Guide to Help You Get the Most Out of Your Dataquest Information

Resources

Introduction

As a Dataquest client, we want you to obtain the greatest possible value from your subscription. This guide will acquaint you with the available information resources and will help you establish a "user strategy" that ensures that Dataquest's products and services contribute to your success.

This guide is divided into the following sections:

• Your Industry Service: What's in It for You?

• How to Use Your Industry Service

• Customizing Your Industry Service

• Whom Do You Call at Dataquest?

• About Dataquest

• Subscription Terms

• Appendixes

- Appendix A: Dataquest Information

Resource Center CD-ROMS and Computer Databases

- Appendix B: Dataquest 1991 Conference Schedule

- Appendix C: Technology Products

1-1

c h a p t e r 2

Your Industry Service: What's in It for

You?

Clients can tap into Dataquest's extensive knowledge base to support their decisionmaking process in the industries and markets that we track. The information and analysis that you receive from Dataquest can help you to better:

• Evaluate markets

• Position new products

• Develop marketing strategies

• Perform competitive analysis

• Understand end-user trends

• Verify critical market assumptions

• Assess emerging technologies

• Implement and execute tactical plans

• Support your ongoing research activities

As a Dataquest client you will receive much of this information automatically through the regular publication of database documents and industry analysis. Your industry service also provides information, available at your initiation, that is specific to your company's needs. You will receive Dataquest information through a variety of forms, including:

Source: Dataquest

Dataquest Perspectives

Inquiry support

- Industry Analysts

- Client Inquiry Centers

• Dataquest Information Resource Center

Source: Dataquest

The Source: Dataquest binder is an annually updated collection of reference documents. l i i e binder contains worldwide and regional market statistics. Company Backgrounders, and several guides.

Guides

How to Use Dataquest: Describes your industry service subscription, publications, inquiry privileges, phone contacts, library use, and other services.

High-Technology GuideSegmentation and

Glossary: Lists key terms and defines the market segments, products, applications, regions, distribution channels, and environments tracked by Dataquest.

Dataquest Research Methodology. Details the research methodology used by Dataquest to gather data and information and provides tile general assumptions used to generate industry forecasts.

M a r k e t S t a t i s t i c s

Market Statistics documents provide clients with detailed tables consisting of product shipments, average selling prices, industry revenue, forecasts, and market share data.

C o m p a n y Backgprounders

Each service provides its clients with a set of

Company Backgrounders by Dataquest, made up of companies that represent 80 percent of the revenue of that industry. Company Back-

grounders are produced by the Strategic Company Analysis group in Research Operations.

The documents contain useful information on a company's finances, product lines, sales and manufacturing locations, and joint ventures, mergers, and acquisitions.

Dataquest Perspective

This multitopic publication, delivered on average twice a month, contains timely analysis of markets, products, technologies, companies, and industry events, and provides detailed discussions of our market projections and market share statistics. These publications are filed

2-1

2-2

How to Use Dataquest

chronologically, and include a quarterly index that cross-references articles by company name and major topic. They may be supplemented as needed by the timely delivery of faxes that provide information and analysis of current significant events.

Please note that all of Dataquest's written material is copyrighted and therefore may not be copied without our permission.

Chapter 2

as-required basis relative to those markets, products, and technologies within the scope of your service. Analysts may be called directly when you know exactly what you need and who at Dataquest can provide the information.

Inquiry Support

Inquiry—via phone, fax or letter—^is an integral part of the service Dataquest provides.

Through inquiry you can:

• Clarify or interpret information.

• Explore Dataquest information in more depth.

• Discuss the application of this information to a particular situation.

• Access information that is not available in

Dataquest publications, but is available in

Dataquest's extensive files.

Each Dataquest client has a designated binderholder. In addition to receiving all the

Dataquest published materials, the binderholder serves as the liaison between Dataquest and your company.

The binderholder has access to Dataquest's inquiry privilege and may designate up to two people to serve as alternates for inquiry privileges. Dataquest account managers need to be aware of any designated alternates.

If someone calls who is not a binderholder or alternate, Dataquest will refer that person to the account manager for your company. We have a commitment to our clients to provide them with timely, high-value information. In order to do that, services must be restricted to authorized contacts.

Call Your Industry Analyst

Industry analysts have significant industry expertise. Directly or through the assistance of Client Inquiry Center (CIC) personnel, you have access to the industry analysts associated with your service. This access is on an

Call the Client Inquiry Center

Many of Dataquest's services provide a Client

Inquiry Center (Enquiry Desks for European customers). These centers are responsible solely for the quick turnaround of your factbased questions. CIC personnel have access to industry service publications and database information, and they are trained to help you locate information within your Dataquest service. CIC persormel will also put you in touch with appropriate industry analysts when you require in-depth analysis of issues and trends, or opinion about the implications of recent industry events. The CIC may be called when you need an answer to a fact- or data-related question, when you need a backup to your regular analysts should they not be available, or when you need direction to new areas as your questions develop.

Dataquest is committed to personally handling each of your calls. Figure 2-1 illustrates how inquiries in the CIC are handled. We will ensure tliat you are put in touch with the right individual, or if you wish, you may choose to leave a voice-mail message when a particular analyst is not immediately available.

The more Dataquest knows about your inquiry, the better we will be able to help you. When you call with a question, the CIC will want to know:

• What information you already have on the subject

• What related information you are gathering

• How you plan to use the information

• What you are trying to demonstrate

It will also help us to know what stage of the market research process you are in, as well as the depth of information you require. The more we know, the better we will be able to offer additional or related information, or offer insights into different ways to approach the question. Of course, tell us only what you are comfortable with—^we don't need or want to know proprietary information. Figure 2-2 shows the mix of people available to respond to your inquiries.

©1991 Dataquest Incorporated April—Reproduction Prohibited.

chapter 2

Figure 2-1

Client Inquiry Center Flow

Your Industry Service: What's in It for You?

Inquiry Flow

CIC defines question

Analysis needed

Analyst responds to client

Information Is available or possibly available

Databases

Information Is not available

We learn your

tundamentai needs

Published materials/Files

Analyst's files and working documents

Source: Dataquest (April 1991)

F^ure 2-2

W h o m to Call for Your Inqtilry

Whom do you call?

The Client Inquiry Center

- Dedicated specialists

- Quick response time

- Access to companywide resources

- Directs all your inquiries

Industry Analyst

- Analysis of market data

- industry expertise

- Implications of events or trends

Source: Dataquest (April 1991)

©1991 Dataquest Incorporated April—Reproduction Prohibited

2-3

:^.

How to Use Dataquest

Information Resource Center

Dataquest's Information Resource Center (IRC) is a valuable supplement to the information delivered through your industry service. It consists of a 1,200-square-foot corporate library in

San Jose, plus two major satellite libraries located in Boston and the United Kingdom.

The IRC maintains a wide selection of industry directories, trade press periodicals, financial reports from most of the publicly held companies followed by Dataquest industry services, government reports, and CD-ROM-based and on-line information services.

The European Corporate Library maintains more than 300 titles and reference works concerning the European Community, including approximately 30 files and 100 reference works on the 1992 single European market objective.

The U.K. library collection includes basic reference works produced by Her Majesty's

Government, the Department of Trade and

Industry, and other governmental agencies.

Special reports have also been collected from a variety of sources, including the U.K. government, trade associations, the Financial

Times, and other research organizations.

Appendix A lists the CD-ROMs and computer databases available to clients at the San Jose

IRC. The San Jose IRC is staffed by three degreed professionals (Master of Library

Science), as well as assistants who specialize in managing the corporation's secondary research resources.

Clients typically use the IRC in the following ways:

• To obtain financial information on the leading companies within their industry

Chapter 2

• To collect recent publications on new areas of the market

• To research a market or topic not covered by a Dataquest industry service

You are encouraged to use the IRC. If it is not convenient to visit an IRC, your Client

Inquiry Center stafi^ can often make many of the center's resources available to you through your inquiry privilege.

Policies and Procedures

Because the IRC is a private company library, our collections are limited to the following individuals:

• All permanent Dataquest employees

• Current clients—^Binderholders and designated alternates from within the client company

• Consultants/contractors working on specific

Dataquest projects (only for duration of contract)

• Prospective clients escorted by a Dataquest salesperson

Non-Dataquest Consultants

It is Dataquest policy to deal direcdy with

Dataquest clients in answering their information needs. The Information Resource Center does not authorize the use of library facilities by consultants working for clients.

©1991 Dataquest Incoqwrated April—Reproduction Prohibited

chapter 3

How to Use Your Industry Service

Receiving value from your industry service requires knowing where to find the information you need and how to use that information. The following guidelines will help you get the most out of the many elements of your service.

What Written Materials Will You

Receive?

You will receive written material at least twice a month. Some industry services are segmented into key market areas (product or geographic) to allow you to choose the coverage that is most relevant to the markets in which you participate. You will receive written material covering both the broad-based issues of the industry as a whole, as well as the more focused issues of the particular market segment. All written material will be labeled as belonging to one of the following:

• The Source: Dataquest binder

• The Dataquest Perspective binder

• The segment binder

Source: Dataquest

Source: Dataquest is a regularly updated reference binder in which you'll find the following:

How to Use Dataquest: You are currently in this document.

Dataquest High-Technology Guide

Segmentation and Glossary: This document describes in detail the segmentation and terms used by all Dataquest services to define the markets they track. This guide should be used whenever you are looking for definitions of products, applications, regions, technologies, and environments referred to by your industry service. This document also provides you with standard definitions of research terms that appear in your industry service publications, such as retirements, average selling price, and compound annual growth rate.

Dataquest Methodology: This document will help you understand the research methodology Dataquest uses to gather information on the industries covered by our industry services. It also describes the general assumptions used to generate industry forecasts.

Market Statistics: Each Dataquest industry service provides its clients with documents that contain detailed tables consisting of history, market forecasts, and market share data. We encourage you to use these tables as an opportunity to review your business outlook with Dataquest analysts. Updates and detailed discussions of these (iita are provided in the Dataquest Perspective on an ongoing basis. For segmented services, toplevel market statistics are provided in the

Source: Dataquest binder, and the more detailed statistics for each segment can be found in each segment binder.

Company Backgrounders: You will receive a set of Company Backgrounders—^profiles on the top players in your industry. These documents are published annually. You should refer to them for corporate overview information, such as financial reports, product line descriptions and analysis, sales and manufacturing locations, and joint ventures, mergers, and acquisitions.

With the exception of the Company Back-

grounders, these documents will be individually bound and delivered annually or twice yearly, as required. Each Company Back-

grounder will be updated once a year and will be shipped shortly after the dose of the fiscal year for that company. At the time of arrival, the earlier version of the document should be removed from the binder and archived as desired so that the most recent information will be easily accessible to you.

3-1

3-2

Dataquest Perspectives

Dataquest Perspectives are designed to deliver analysis and Dataquest's view of important issues in your industry. This is a multitopic publication delivered twice a month that contains articles under the following major topic headings:

• Market Analysis: These articles may cover either a product market, regional market, application market, or a distribution channel.

Industry service forecast updates are presented and discussed in this section of the Dataquest Perspective.

Product Analysis: These articles analyze the impact of new products on the industry.

• Company Analysis: This section highlights new activities or organizational changes within companies. The articles provide more in-depth anialysis of a company's product strategy, financial performance, or marketing performance and strategy than is contained in the Company Backgrounders. Articles may also be written about companies for which there is no Company Backgrounder.

Technology Analysis: This section analyzes the impact of key or emerging technologies on your industry. These articles are designed to assist you in strategic and competitive evaluations.

• Conferences and Exhibitions: These articles will identify important industry trends and analyze key events at the conferences and exhibitions attended by Dataquest analysts.

• News and Views: These shorter articles provide Dataquest's perspectives on major industry events.

Dataquest Perspective offers a twice-monthly opportunity to engage your industry service analysts in discussion of the issues and events contained in each publication. For this reason, we provide the name of the author of each article along with a brief synopsis. Clients are encouraged to call the appropriate analyst with questions or a request for more information.

How to Use Dataquest Chapter 3 document that belongs in this binder will be dearly marked as such and should be filed behind the appropriate tab as indicated in the

Table of Contents. Outdated seaions should be either discarded or filed separately for archival purposes.

Clients will receive at least 24 Dataquest

Perspectives each year. These should be filed in the Dataquest Perspective binder in chronological order. If you subscribe to a segmented service, at least 4 of your 24 annual

Dataquest Perspectives will focus on issues specifically related to the markets covered under that industry segment. The industrywide

Dataquest Perspectives are filed in the core

Dataquest Perspective binder, and the segmentspecific editions are filed in the segment binder.

Each Dataquest Perspective will be identified by the name of the service and the name of the segment, if appropriate. It will also have the date, volume, and number on the first page. For example, a subscriber to the

Telecommunications—^North America service may receive the following two Dataquest

Perspectives:

• Telecommunications—^North America

Vol. 1, No. 1

• Telecommunications—^North America

Image Communications

Vol. 1, No. 1

The first document would be filed in the core

Telecommunications—^North America Dataquest

Perspective binder. The second would be filed in the Image Communications segment binder.

The contents of your binders are illustrated in

Figure 3-1. Subscribers to a standalone European country segment will receive detailed market statistics for that particular country, toplevel European statistics, and the pan-European

Perspectives. The binder contents are illustrated in Figure 3-2.

How Do You File Your Written

Materials?

Your Source: Dataquest binder holds a collection of reference and statistical material. Each

How Do You Find the Written

Material?

Dataquest is committed to not only providing you with the highest quality research, but also

©1991 Dataquest Incorporated April—Reproduction Prohibited

chapter 3

F^[ure 3-1

Contents of Your Binder

Source: Dataquest

How to Use Your Industry Service

Dataquest Perspective

- Guides

- Market Statistics

- Company

Backgrounders

- Market Analysis

- Product Analysis

- Company Analysis

- Technology Analysis

- Conferences and

Exhibitions

^- News and Views

3-3

- Guides

- Market Statistics

- Dataquest

Perspectives

Source: Dataquest (April 1991)

Figure 3-2

Standalone European Country Binder Contents

For Each Country

- Market Statistics

- Dataquest

Perspectives

Source: Dataquest (April 1991) making it easy for you to access the information. Clients are provided with the following tools:

• The spines of all binders list the types of information you will find in that binder.

• "What's in This Binder?", appearing immediately following the title page, summarizes the documents in that binder and highlights what can be found in other binders of that service.

• A detailed Table of Contents is contained in the Source: Dataquest and segment binders.

• Each bound document in the Source:

Dataquest and segment binders has its own Table of Contents, including a list of tables where appropriate.

• To help you access the articles you need in a timely manner, Dataquest provides you with a comprehensive index which is delivered quarterly and provides a year-to-date

©1991 Dataquest Incorporated April—Reproduction Prohibited

3-4 How to Use Dataquest Chapter 3

cross-reference by company name and major provides an explanation of how the index topic. The index lists the titles of all articles can best be used, along with an example. and of all tables and figures that appear in Segment Perspectives are indexed separately issues of the publication. Listings include the and incorporated into the year-end index title, date, and page number for each entry. provided for the entire service.

The first page of each quarterly index

©1991 Dataquest Incorporated April—^Reproduction Prohibited

Chapter 4

Customizing Your Industry Service

As a subscriber to a Dataquest syndicated market research service, clients receive significant tactical and strategic information. Dataquest also offers a variety of individualized and proprietary programs to clients to help them solve their specialized information and analysis needs. Each project is treated with the strictest confidence.

"We carefully review each project with the client prior to beginning the actual research.

Dataquest's consulting staff designs a research plan that most effectively meets each client's unique requirements. This includes determining the appropriate information to be gathered, the proper sample size, appropriate collection techniques, and the best analytic methods to be used. proprietary efforts, but also through its integration of TID information and analysis resources.

Among the elements that consulting can bring to a project are specialized planning assistance, proprietary analyses, in-person interviews, mail surveys, telephone svirveys, focus groups, and custom database cuts.

Multiclient Studies

Custom Consulting engages not only in fullcustom research projects, but also in the generation of multiclient studies. These studies allow Dataquest to offer clients in-depth information on emerging and/or niche markets at an amortized cost for consulting.

Custom Consulting

Dataquest's custom consulting helps clients in any of the following ways:

• Analyzing specific markets and competitive environments

• Developing strategies for increased market penetration

• Evaluating new business, product, and distribution plans

• Verifying critical market assumptions

• Assessing the impact of emerging technologies on existing products and markets

• Assisting in developing international business strategies, including:

Identifying strategic partners, both domestic and international

Defining technology "fits"

Custom consulting is structured to provide assistance across all TID services beyond the scope of each service. In areas where new, original work is needed, consulting provides value not only through its own individualized

Retainer Consulting

Dataquest also offers its clients retainer consulting. Dataquest aiialysts and consultants provide consulting advice on an ongoing basis and with quick turnaround to address a variety of client management and marketing needs.

Primary Research

Dataquest's Primary Research services offer a comprehensive range of survey research capabilities that can provide vital information tailored to each client's specific needs. This is important when survey work, but not analysis, is needed. Studies of any type, size, or aspect can be performed as a supplement to existing market research efforts, when nonbiased third-party research is required, or to provide complete primary research capabilities when company resources are not available. Primary

Research assumes total responsibility for a project at any stage, from questiormaire development through sample selection, data collection, and final tabulation. The following

4-1

4-2

are examples of the broad range of business applications addressed by Primary Research:

• Market penetration surveys

• Customer needs and satisfaction surveys

• New product research

• Product pricing and positioning surveys

• Annual trend surveys

• Installed base surveys

• Sales trend identification

How to U$e Dataquest

Chapter 4

with users selected randomly by vendor from a database of U.S. business establishments. No manufacturers' lists are used.

The Score Report survey meets the requirements for measuring customer satisfaction as defined by the Malcolm Baldrige National

Quality Award. The Baldrige Award is granted armually by the U.S. Department of Commerce in recognition of U.S. companies that excel in quality achievements and management.

End-User-Based Services

Score Reports

Customer satisfaction surveys track the level of satisfaction by users of PCs, copiers, electronic printers, PBXs, and public key systems. Key indicators measured include value for price, quality, commitment to customer, features, product delivery, technical documentation, and service. The Score Report is conducted four times a year so that manufacturers can monitor trends in end-user satisfaction levels over an extended period of time.

Score Reports are based on telephone interviews with an annual sample of over 5,000 respondents. A stratified sampling plan is used,

CPE Market I > y n a m i c s

This end-user information service provides quarterly data on PBX, Centrex services, and key systems users' purchases by manufacturer, system model, RHC region, state, and vertical market. There are two proprietary custom options, as follows:

• Product-Presence-Hit Rate (PPH) Analysis:

Assesses a company's position in the marketplace as a function of product acceptance, distribution, or sales effectiveness.

• Win-Loss Analysis: This option takes PPH analysis one step further, delving into why systems sales are being won or lost by you and your competitors. A customized direct mail, telephone, or personal interview program is established to contact the appropriate end users.

©1991 Dataquest Incoipotated April—Reproduction Prohibited

chapter 5

W^hont Do You Call at Dataquest?

clients who have questions or need assistance in any way are encouraged to call Dataquest at their earliest convenience. Table 5-1 is an overview of who to contact at Dataquest.

Table 5-1

Who to Contact at Dataquest

Question/Concem

My subscription (e.g., billing, renewal)

Subscribing to another service

Data or facts about my industry

Opinion or analysis about my industry

Other services/products offered by Dataquest

New services/products I would like Dataquest to offer or feedback on current offerings

An upcoming conference

A possible proprietary consulting projea

Library visits

The new Dataquest format for research delivery

Reprints of selected articles

Who to Contact

My customer service representative

My sales account manager

Client Inquiry Center

Analyst in the service

My sales account manager

Product Marketing

Components: (408) 437-8624

Systems: (408) 437-8517

Telecommunications: (408) 437-8602

Peripherals: (408) 437-8308

Ledgeway: (6l7) 862-8500

Conference Department

U.S.—(408) 437-8245

Europe—(44) 895-835050

Japan/Asia—(81) 3-5566-0416

Consulting Department, sales account manager, or service analyst

Qient Inquiry Center, service analyst, or coiporate librarian in the U.K.

(408) 437-8215, or dedicated Voice MaU Hot Line: (408) 437-7878

Sales Department—Technology

Products: (800) 624-3282

Source: DaUquest (April 1991)

5-1

c h a p t e r 6

About Dataquest...

Dataquest w^s formed in 1971 with the sole purpose of delivering timely and accurate information on critical issues in the hightechnology arena. Quoting from the Dataquest mission statement:

"Our goal is to be the acknowledged worldwide leader in market intelligence for the industries we serve by providing indispensable information and analysis to our clients."

As a member of The Dun & Bradstreet family of companies, Dataquest has access to supplemental information from Dun & Bradstreet and its subsidiaries. Together with our own primary and secondary research capabilities and atialyst expertise, this relationship offers the most comprehensive information available on topics pertinent to your industry.

Dataquest comprises two basic business units. Dataquest's Technology Information

Division (TED) provides data and analysis on the high-technology electronics industry, encompassing semiconductors, systems, peripherals, application markets, software, and service and support. A cross-industry financial program supported by TID analysts and assigned account managers is tailored to the needs of the financial community. The

Machinery Information Division (MID) offers a fijll range of marketing research and consulting services for professionals in all areas of the heavy equipment and material-handling industries.

The Technology Information

Division

The information service you have purchased from Dataquest is part of our Technology

Information Division CITD) family of products.

TED provides information services that are both tactical and strategic in nature, and include syndicated industry services, custom consulting, multiclient studies, primary research, specialized information services for the financial community, product specification directories, and standalone reports on technology markets. These services are described in more detail in the following paragraphs.

There are five research groups within TID.

Each provides data and analysis covering the global electronics industry from semiconductors to systems, from hardware to software, and from applications to service.

Semiconductor Group

This group covers the entire semiconductor

"food chain," including manufacturing equipment and materials, device technologies and markets, and end-use applications and procurement issues. Its information services are worldwide in scope and include targeted North

American, European, Japanese, and Asian services. The Semiconductor Group is divided into the following 9 services:

• Semiconductors—^Worldwide

Segments:

Semiconductor Memories

ASICs

Analog and Mixed Signal ICs

Microcomponents

Gallium Arsenide Semiconductors

Semiconductors—^Europe

Semiconductors—Japan

Semiconductors—^Asia

Semiconductor Application Markets—

Worldwide

Semiconductor Application Markets—^Europe

Semiconductor Application Markets—^Japan

Semiconductor Procurement

Semiconductor Equipment, Manufacturing, and

Materials

6-1

6-2

Systems Group

How to Use Dataquest

This group covers business and technical computer systems and applications, both hardware and software, ranging from palmtops to PCs to supercomputers.

Chapter 6

associated hardware markets. Business Applications is divided into two services:

• Office Software

• Personal Computer Software

Computer Systems Services

The computer systems services cover the following six segments:

• Business Computers

• Servers

• Supercomputers

• Technical Computers

• Unix Systems

• Workstations

European Computer Systems

This service covers the same product areas for

14 European regions.

Technical Applications

The CAD/CAM/CAE service provides information on four key applications: Mechanical,

AEC, GIS/Mapping, and Electronic Design

Automation. Its geographic coverage extends to

North America, Europe, and Asia. The service is segmented as follows:

• Electronic Design Automation

• Mechanical Applications

• Architecture, Engineering, and Construction, and Geographic Information Systems

• Personal CAD

• CAD/CAM—Europe

• CAD/CAM—Asia

In addition, CASE is covered through consulting.

Microcomputer Systems Group

This worldwide service tracks and analyzes

PCs by packaging tj^se, microprocessor, operating system, price point, envirorunent, and region of the world. It includes the following segments:

• Personal Computers—^North America

• Personal Computers—^Europe

• Personal Computers—Asia

• Personal Computers—^European Quarterly

Statistics

• Personal Computers—^European Price

Tracking

Business Applications

This service covers electronic equipment environments in the office that are primarily software driven and looks at the ways in which these environments drive their

Telecommiuilcations Group

The Telecommunications Group is divided into two services, the Telecommunications North

America service and the Telecommunications

Europe service.

These worldwide services divide their coverage of the industry into five major product segments, as follows:

• Image Communications

• Networking

• Personal Communications

• Public Network Equipment and Services

• Voice Communications

Regional market options include countryspecific coverage of any of the following

European countries: France, Germany, Italy,

©1991 Dataquest Incorporated April—Reproduction Prohibited

chapter 6

Netherlands, Spain, Sweden, and the United

Kingdom.

Peripherals Group

This group covers markets for devices that are typically attached to multiuser host systems or serve an output function.

Computer Storage Service

The Computer Storage service covers the follow^ing four segments:

• Rigid Disk Drives

• Tape Drives

• Optical Disk Drives

• Flexible Disk Drives

Graphics and Displays Service

The Graphics and Displays service covers the following four segments:

• Graphics Processors

• Monitors

• Display Terminals

• Network Stations

Document Management Group

The Document Management group is made up of the following four services:

• Copying and Duplicating (including fax coverage)

• Electronic Printers—^North America

• Electronic Printers—^Europe

• Electronic Publishing

About Dataquest...

6-3 integration services. Ledgeway/Dataquest covers both of these market sectors.

Ledgeway/Dataquest offers 10 different subscription programs. All programs include access to Ledgeway/Dataquest analysts for inquiry support, periodic bulletins on key events in the service industry, and attendance at Ledgeway/Dataquest's annual ServiceTrends conference.

The ServiceTrends Program

The most widely subscribed service, now in its eighth year, is Ledgeway/Dataquest's

ServiceTrends program. In addition to the cornerstone of the program, Ledgeway/Dataquesf s annual two-volume Trends and Forecast report, which provides in-depth market size and forecast iriformation and analysis of market trends, four topical reports are provided.

In 1991, these topical reports are:

Global Support Strategies

• Measuring and Managing Customer

Satisfaction

Japan and the Pacific Rim: Customers or

Competitors

• Self-service: Opportunity or Threat

The Professional ServiceTrends program features analysis of customer wants and needs for systems integration and professional services, in addition to a market trends report, which forecasts market size, growth rates, and analyzes trends. In addition, there are six profiles provided on leading participants in the industry.

Ledgeway/Dataquest

Ledgeway/Dataquest is the group that provides strategic and tactical information on the fast-growing services industry. Computer systems vendors typically obtain 25 to 30 percent of their revenue from pre- and postsale services. In addition to services provided by manufacturers, there is a very large and fastgrowing industry for professional and systems

Sector Market Programs

Sector market programs are focused on narrow segments of the service market and feature an annual market trends and forecast report, user wants and needs analysis, a pricing trends and data study (for all but the

European ServiceTrends program), and six profiles of leading service vendors in each sector.

Ledgeway/Dataquest's sector market programs are as follows:

• European ServiceTrends

• Independent/Multivendor Services

©1991 Dataquest Incorporated April—Reproduction Prohibited

64

• Network/Communications Support

• Mini/Mainframe Software Support

How to Use Dataquest

• PC/Workstation Software Support

• Technical Workstation Service and Support

• PC/End-User Computing Services

• Channel Support Strategies

In addition to its subscription services, Ledgeway/Dataquest has a very professional and active custom consulting group that conducts custom projects focused on the following areas:

• Customer satisfaction and service quality audits

• Key competitor analysis and positioning

• New service product market analysis and strategy formation

Subscription services and custom consulting are provided covering w^orldwide markets. clients by helping them develop financial strategies in high-technology areas, identify financial opportunities, evaluate proposed client investments and relationships, and monitor companies and markets.

Strategic Executive Service

Chapter 6

The Strategic Executive Service (SES) is a networking and technology advisory program specifically designed for CEOs or senior executives. The service is open by invitation only to the presidents of technology companies.

Dataquest senior staff from all high-technology industry service groups provide decision support to each president. SES also hosts an annual Presidents' Summit Conference, bringing together subscribers to focus on future trends in high technology products and markets. It is a highly customized service for executive decision makers.

The Executive and Financial Group

Dataquest's Executive and Financial Group

(EFG) offers a number of cross-industry services that are designed primarily for clients in the financial and executive communities. These services offer clients the following benefits:

• Access to all Dataquest research professionals

• Access to TID Dataquest Perspectives

Access to TID conferences

• A personal account manager

EFG includes the following services, which are differentiated largely in terms of the type of clients they serve.

Equipment Leasing Service

At the core of Equipment Leasing Service

(ELS) is a portfolio of more than 300 individual ftature value projections for specific products from more than 45 leading computer, peripherals, and telecommunications vendors.

These projections are calculated through a proprietary model and are delivered to clients along with relevant research newsletters.

Clients also receive inquiry access to specialized leasing analysts. ELS is designed for companies that lease high-technology equipment.

The service assists clients in the areas of lease origination sales, vendor sales, equity sales, asset management and remarketing, and new business development and marketing.

Financial Services Program

The Financial Services Program (FSP) is designed to serve the needs of clients who evaluate loans and investments, monitor portfolios, identify markets and prospects, and develop strategies for penetration of new markets. FSP clients include banks, venture capital firms, CPAs, leasing companies, and development agencies. The program benefits these

Technology Investment Program

The Technology Investment Program (TIP) is designed to serve the needs of clients in the securities industry, investment banking industry, equity research markets, and institutional investment fields. The service provides clients with company evaluations, product and technology assessments, and other forms of information that help identify target companies for merger/acquisition, joint venture, initial public offerings, and equity investment.

©1991 Dataquest Incorporated April—Reproduction Prohibited

Chftpter 6

Other Dataquest Services

Conferences

Technology Information Division

Conferences

Dataquest hosts a number of conferences each year to present industry forecasts and discuss critical issues and trends. Clients obtain a number of benefits from attending these conferences, including:

• Receiving Dataquest updates on key markets

• Meeting with industry leaders and users

• Discussing market events and their significance to your organization with

Dataquest analysts

As an industry service client, you may purchase tickets to any Dataquest conference you wish to attend. Each ticket entitles you, or someone you designate, to attend one

Dataquest conference. A complete list of conferences is included in Appendix B of this document. To purchase a conference ticket, or to obtain more information about Dataquest's conferences, contact Dataquest's conference department at any of the following locations:

• North America

(408) 437-8245

• Europe

(A4) 895-835050

• Japan/Asia

(81) 3-5566-0416

Invitational Computer Conferences

Dataquest's Invitational Computer Conferences

(ICCs) bring major computer manufacturers together with buyers in 41 regional markets

About DMaquest,., 6-5

around the world. The one-day ICC format combines hands-on product displays with technology seminars designed to educate prequalified regional buyers throughout the United

States, Europe, and Asia/Pacific. Each

SalesEvent ensures a focused conference, whereby the manufacturers have a selectively targeted audience of buyers and the buyers can learn about new technology, receive a hands-on view of products and solutions, and discuss their application needs with exhibiting regional sales and technical managers. Three

ICC series are held as follows:

OEM Peripherals (in various U.S. and European locations), serving OEMs, systems integrators, volume end users, and government buyers/integrators who are all looking to buy computer peripherals.

Computer Connectivity (in various U.S. and European locations), serving MIS/DP managers, systems integrators, network managers, and value-added resellers/ dealers who are all looking to buy cormectivity/networking solutions.

Asia Pacific (in various Asian locations), serving OEMs, systems integrators, volume end users, and government purchasers who are all looking to buy computer peripherals.

Technology Products

Dataquest also provides standalone products, including specification guides in both hard copy and electronic format (disk), reports, and monthly newsletters that are marketed and sold individually to broad customer audiences.

These products are designed to be complementary to the TID syndicated market research services and include highly tactical information on product specifications and pricing, as well as in-depth analyses of specific markets and technology trends. See

Appendix C for a current list of products.

©1991 Dataquest Incorporated April—Reproduction Prohibited

c h a p t e r 7

Subscription Terms

Basic Terms of Syndicated

Industry Services

The service begins on the date of the first billing. At that time, the subscriber receives the Source: Dataquest binder with the current documents and a Dataquest Perspectives binder complete with documents covering the last six months. Clients also receive the current yearto-date index as well as the previous year's annual index.

Subscribers to a segment of a service receive a segment binder containing recent segmentspecific Dataquest Perspectives and the current version of the detailed, segment-specific market statistics. For the duration of the subscription, subscribers receive a copy of each Dataquest

Perspective published and any annual updates to Source: Dataquest documents as they are produced. The inquiry privilege may be used to supplement the material in the binders.

Add-On Subscriptions

Subsidiaries, divisions, regional offices, majority-owned affiliates, and parent companies of a subscribing organization within the same region are eligible for add-on subscriptions at a percentage of the base subscription price.

Add-on subscriptions include complete copies of all published material, inquiry privileges specific to the markets subscribed to, and conference attendance at discounted prices.

Regions are defined as North America, Europe, and Japan. increased costs. Subscribers will be notified in advance of any such price increase.

A Reminder

Your agreement specifies the individuals in your company who have access to Dataquest information. You will need to obtain written consent from Dataquest to disclose data, analysis, and written materials to any other person or entity beyond those specified by the terms of the agreement.

Dataquest also asks that you not use any data obtained through your industry service in any legal proceedings, or as the basis for advertising copy, press releases, collateral material, or any other promotional material. For further information on the conditions pertaining to your industry service, please refer to your industry service agreement, or contact your sales representative.

Your industry service agreement provides you with a license to use your industry service for the length of time designated in the agreement. If you decide not to renew your industry service at the end of this time, it is your obligation to return these materials to your nearest local Dataquest office.

Payment Terms

Dataquest's terms, including the applicable sales or value-added tax, are net 30 days.

Base Price

Dataquest reserves the right to change its subscription prices to reflect broadened scope or

We Thank You for Choosing

Dataquest as Your Marketing

Research Partner.

We hope this guide has helped you. Please take advantage of the services we have described. Dataquest's goal is total satisfaction.

If you have any questions or comments about this guide or the services it describes, please let us know.

7-1

Appendix A

Dataquest Information Resource

Center CD-ROMS and Computer

Databases

PATENTS

Micropatent

This CD-ROM is a basic search and current awareness tool for U.S. patents, containing abstracts and selected front-page information from patents published by the U.S. Patent and

Trademark Office. It covers 1975 to date, with limited information 1969 to 1974. Patent number, inventor, title, and assignee are just a few of the ways to search this CD. It is updated monthly. Book version not available.

FINANCIAL INFORMATION

Compact d SecUSA

This CD-ROM contains financial and management information on 11,000 public companies filing with the SEC. The current and historical financial information is culled from annual reports and 10-Ks. It is updated monthly.

Book version not available; however, the library files have annual reports, 10-Ks, quarterly reports, and 10-Qs. Please check the lateral files and the listing on top of the files.

Compact d SecCanada

This CD-ROM provides financial information on

6,000 Canadian companies and is updated quarterly. Book version not available; however, the library files have annual reports. Please check the lateral files and the listing on top of the files.

Compact d SecEurope

This CD-ROM provides financial and factual information on 2,000 publicly held European companies and is updated quarterly. Book version not available; however, the library files have annual reports. Please check the lateral files and the listing on top of the files.

COMPANY DIRECTORIES

Corptech

This database contains information on developers and manufacturers of high-technology products in the United States. It is searchable by product, location, size, status, and name and is updated quarterly. Book version available.

Thomas Register

This CD-ROM provides product and directory information for manufacturing companies in the United States and Canada. It is updated monthly. Book version available.

ARTICLE SEARCH

Computer Select (formerly Computer

Library)

This CD-ROM is a major upgrade to Computer

Library. In addition to the ever-growing list of periodicals included in Computer Select, the full contents of Data Sources, the most comprehensive computer industry directory available, have been added. You'll be able to retrieve specifications on over 67,000 hardware, software, and data communications products, as well as profiles of the over 1,000 companies that make them. New searching capabilities include locating articles by choosing lists of publications, article typ)es, date ranges, topics, and other fields. It is updated monthly. Book version of Data Sources available.

A-l

A-2 How to Use Dataquest AppendJx A

COMPUTER DIRECTORIES

ICP Software Information Database

This CD-ROM provides information on micro, mini, and mainframe software products offered by over 4,000 vendors and is updated quarterly. Book version available.

©1991 Dataquest Incorporated April—Reproduction Prohibited

Appendix B

Dataquest 1991 Conference Schedule

North America

Forecast '91-Technology Briefing

Ledgeway Service & Support

Semicon/West

Document Management

Personal & Wireless Communications

Portable Computing

Semiconductor

March 5

April 8-9

May 22

June 27-28

August 12-13

September 11-12

October 14-16

San Jose

San Francisco

Redwood City

San Francisco

Monterey

San Jose

Monterey

Europe

Computer Industry

Semicon/Europa '91

Semiconductor

Printer

Colour Market

Copying & Duplicating

Telecommunications

February 14-15

February 19-20

February 25-26

March 6-7

March 6

May 29-31

June 11-12

June 12-13

June 13-14

November 7-8

London

Milano

Frankfurt

Paris

Zurich

Marbella

Amsterdam

Amsterdam

Amsterdam

London

Japan and Asia

Semiconductor

Computer & Telecommunications

April 22-23

June 25-26

September 24-25

Strategic Industry

Peripherals October 1-3

For tcscrvMfaMu o r ftittlicr Inlbntudloo calL tIJC 8 9 5 ^ 5 0 5 0 San J o « (4083 4^7-824$ Tokyo 3-5$66-«4ll

Jaaaary 1991—Subject to revlaloo

Tokyo

Tokyo

Taipei

Tokyo

B-1

Appendix C

Technology Products

SpecCheck Guides

Copier SpecCheck-On-Disk Disk version of the

Copier SpecCheck Guide. Allows custom sorts on 500 models and 24 vendors. Six aimual updates on either 3.5-inch or 5.25-inch format.

Copier SpecCheck Guide Detailed specificatiorw and pricing information on 500 copier models.

Two full books, two updates per year.

Fax SpecCheck-On-Disk Disk version of Fax

SpecCheck Guide. Allows custom sorts on 600 models and 47 vendors. Six annual updates on either 3.5-inch or 5.25-inch format.

Fax SpecCheck Guide Detailed specifications and pricing information on 600 fax models.

Two full books, two updates per year.

PC SpecCheck-On-Disk Disk version of PC

SpecCheck Guide. Allows custom sorts on 400 models and 47 vendors. Six annual updates on either 3.5-inch or 5.25-inch format.

PC SpecCheck Guide Detailed specifications and pricing information on 400 PC models.

Four full books per year.

Personal Page Printer SpecCheck-On-Disk Disk version of Personal Page Printer SpecCheck

Guide. Allows custom sorts on 400 models and 100 vendors. Four annual updates on either 3.5-inch or 5.25-inch format.

Personal Page and Ink Jet Printers SpecCheck

Guide Detailed specifications and pricing information on 275 personal page and ink jet printer models. Two full books per year.

Dot Matrix Printer SpecCheck Guide Detailed specifications and pricing information on 300 dot matrix printers. Two fiiU books per year.

High-Speed Page and Line Printers SpecCheck

Guide Detailed specifications and pricing on

300 high-speed page and line printers. Two full books per year.

Reports

Imaging Materials Series

Series of rep)orts on key areas of the imaging materials industry. Reports currently a^^able or planned are:

Toner in the '90s: The Shape of Things to

Come Detailed analysis of the liquid and dry toner and developer industry. The report looks at market size, structure and growth, U.S. and foreign producers, and trends in materials manufacturing and distribution. Includes directory of suppliers. Available now.

Specialty Papers and Films: New Technology,

Media, and Markets In-depth report on the hard-copy media field for paper and film products. The report looks at imaging processes, imaging hardware, end-use applications for hard-copy output, and market size and forecast. Includes directory of suppliers. Available

June 1991.

The Photoreceptor Industry: A Marketing and

Technical Analysis Detailed analysis of photoreceptor technology and the industry. Volume

I chronicles the evolution of the industry in terms of equipment, manufacturing, and distribution, providing market size and forecasts.

Volume n is a complete reproduction of U.S. patent abstracts from 1979-1990. Includes directory of manufacturers. Available Fall 1991.

Other Reports

Fax On Demand—Marketing Tool for the '90s

A useful report to help end users evaluate and select voice/fax systems and implement fax-ondemand services for their business. Includes applications, technology, and economic considerations for fax-on-demand, as well as a direaory of product vendors and service providers. Available Jime 1991.

Color Scanner User Survey for U.S. Publishing

Markets Extensive survey of key end-user c-i

C-2

1991.

How to Use Dataquest markets in publishing, advertising, printing services, graphic design, PostScript output services, and Fortune 1000 companies to ascertain purchase intentions and installed base of color and monochrome scarmers. Available May

Semiconductor Industry Insights—from Silicon

to Systems Analysis of the global semiconductor industry containing market forecasts, key drivers, product demand, semiconductor production, equipment, and materials.

Voice Processing Opportunities in the U.S.A

Market Assessment and End-User Survey Extensive end-user survey providing networking information, applications, satisfaction level, purchase decision making, and selection criteria by key vertical markets. Also includes market shares, technology, standardization, revenue, and pricing forecasts through 1994.

High-Speed Printing Applications in Banking A vertical market study comprising two reports and videotapes/transcripts of three focus sessions. Study focuses on high-speed printing applications in the banking industry and examines the applications that banks print internally and externally, as well as special printing capability needs of the banldng industry.

Portable Computing in the 1990s Three-part series on the latest products, features, and options for transportables, laptops, notebooks, palmtops, and electronic daybooks.

PC LAN Markets in Europe 1990 Analysis of all the major PC LAN vendors in 13 European countries. Market shares, forecasts, distribution channels, and shipments segmented by enduser types.

Computer Usage in European Banks 1990 Indepth, two-volume study on the demand for hardware, applications, LANs, and operating systems in European banks, segmented by bank size. A widespread survey of banks in nine European countries was supplemented by

Appendix C

personal interviews with key decision makers at the largest banks.

Monthly Newsletters

Copier FAXts A look at new products, distribution, organizational news, and trade show highlights for the copier and fax industries.

IC Europe All the latest local intelligence and analysis of new products, alliances, technology impacts, and forecasts for the European semiconductor industry.

European Monitor Monthly newsletter with all the latest hews on vendor, product, and distribution developments in the European personal computer market.

Price Tracking Flash Monthly newsletter on PC product aimouncements and changes in price, configuration, and distribution for PC products by 16 manufacturers in 14 European countries.

Other Technology Products

Company Backgrounders by Dataquest Detailed vendor profiles on almost 300 leading worldwide high-technology companies highlighting company strategic dkection, business direction, detailed product line summaries, information on joint ventures, mergers and acquisitions, and licensing agreements.

DQ Monday On-Line News, analysis, and current prices for 25 leading semiconductor product groups for all the major markets: United

States, Europe, Japan, Hong Kong, Taiwan, and Korea.

DQ Test Target Package of ten 8.5 x 11-inch copier/fax test patterns: gray scale, black and white, and color.

International Test Target Package of ten standard European-size test targets.

©1991 Dataquest Incorporated April—Reproduction Prohibit^

DataQuest

Dataquest Research and Sales Offices:

Oataquest Incorporated

1290 Ridder Park Drive

San Jose, California 95131-2398

Phone: (408) 437-8000

Telex: 171973

Fax: (408) 437-0292

Technology Products Group

Phone: (800) 624-3280

Dataquest Incorporated

Ledgeway/Dataquest

The Corporate Center

550 Cochituate Road

Framingham, MA 01701

Phone: (508) 370-5555

Fax: (508) 370-6262

Dataquest Incorporated

Invitational Computer Conferences Division

3151 Airway Avenue, C-2

Costa Mesa, California 92626

Phone: (714) 957-0171

Telex: 5101002189 ICCDQ

Fax: (714) 957-0903

Dataquest Australia

Suite 1, Century Plaza

80 Berry Street

North Sydney, NSW 2060

Australia

Phone: (02) 959 4544

Telex: 25468

Fax: (02) 929 0635

Dataquest GmbH

Kronstadter Strasse 9

8000 Munich 80

West Germany

Phone: Oil 49 89 93 09 09 0

Fax: 49 89 930 3277

Dataquest Europe Limited

Roussel House, Broadwater Park

Denham, Uxbridge, Middx UB9 5HP

England

Phone: 0895-835050

Telex: 266195

Fax: 0895 835260/1/2

Dataquest Europe SA

Tour Gallieni 2

36, avenue du General-de-GauUe

93175 Bagnolet Cedex

France

Phone: (1) 48 97 31 00

Telex: 233 263

Fax: (1) 48 97 34 00

Dataquest Hong Kong

Rm. 401, Connaught Comm. Bldg.

185 Vfenchai Rd.

Wanchai, Hong Kong

Phone: 8387336

Telex: 80587

Fax; 5722375

Dataquest Israel

59 Mishmar Ha'yarden Street

Tel Aviv, Israel 69865 or

P.O. Box 18198

Tel Aviv, Israel

Phone: 52 913937

Telex: 341118

Fax: 52 32865

Dataquest Japan Limited

Shinkawa Sanko Building

1-3-17 Shinkawa, Chuo-ku

Tokyo 104 Japan

Phone: (03) 5566-0411

Fax: (03) 5566-0425

Dataquest Korea

Daeheung Bldg. 1105

648-23 Yeoksam-dong

Kangnam-gu

Seoul, Korea 135

Phone: (02) 556-4166

Fax: (02) 552-2661

Dataquest Singapore

4012 Ang Mo Kio Industrial Park 1

Ave. 10, #03-10 to #03-12

Singapore 2056

Phone: 4597181

Telex: 38257

Fax: 4563129

Dataquest Taiwan

Room 801/8th Floor

Ever Spring Building

147, Sect. 2, Chien Kuo N. Rd.

Taipei, Taiwan R.O.C. 104

Phone: (02) 501-7960

Telex: 27459

Fax: (02) 505-4265

Dataquest West Germany

In der Schneithohl 17

6242 Kronbetg 2

West Germany

Phone: 06173/61685

Telex: 418089

Fax: 06173/67901

0009733

(

Dataquest High-Technology Guide

Segmentation and Glossary

1991

Dataquest

Library Copy

DO NOT REMOVE!

Datac^est

INFORMATION RESOURCE CENTER

DATAQUEST INCORPORATED

1290 Ridder Park Drive

San Jose, GA 95131-2398

(408) 437-8600

Dataquest High-Technoiogy Guide

Segmentation and Glossary

1991

Source:

Dataquest

i

Published by Dataquest Incorporated

The content of this report represents our interpretation and analysis of information generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients.

Printed in the United States of America. All rights reserved. No part of this publication may be reproduced, stored in retrieval systems, or transmitted, in any form or by any means—mechanical, electronic, photocopying, duplicating, microfilming, videotape, or otherwise—without the prior written permission of the publisher.

© 1991 Dataquest Incorporated January

i

I

High-Technology Guide

The High-Technology Guide provides a reference for Dataquest research, analysis, and publications. The segments and terms found in this guide are used consistently in our research and methodology and throughout

Dataquest products.

The High-Technology Guide is divided into two parts: segmentation and glossary. The segmentation section provides a comprehensive listing of the classifications used in our research. This segmentation is broken into different dimensions including companies, products, regions, distribution, applications, and user environments. These dimensions are illustrated below (see Figure 1). The glossary is an alphabetical list defining the terms found in the segmentation section.

Figure 1

Research Dimensions

Companies ship ^

'

Products to various \ from various

Regions through

'

Distribution for

'

Applications

In

'

User Environments

Source: Dataquest (January 1991)

1991 Dataquest Incorporated January—Reproduction Prohibited

Table of Contents

Page Page

Home 69

Business 69

Natural Resources and

Construction 69

Real Estate 70

Hotels and Other Lodging 70

GEOGRAPHIC REGIONS 43

Business Services 71

North America 46

Health Care 71

Europe 48

Other Services 71

Japan 50

Education 71

Government 71

Size 72

DISTRIBUTION 53

Distribution Method 55

GLOSSARY 77

APPLICATIONS 57

General Productivity 59

Organizational 61

Entertainment 66

Industry Specific 66

1991 Dataquest Incorporated January—Reproduction Proliibited

I

High-Technology Guide Segmentation

Segmentation

1991 Dataquest Incorporated January—Reproduction Protiibited

I

High-Technology Guide Segmentation

Companies

The companies section contains more than 3,500 companies on which

Dataquest conducts research. These companies are studied because of their concentration or emphasis in technology markets and industries.

The company segmentation shows the breadth and depth of collective coverage that Dataquest maintains. Because of the extensive nature of the company list, it is not published in this guide but can be provided upon request.

1991 Dataquest Incorporated January—Reproduction Prohibited

High-Technology Guide Segmentation

Products

The products section lists high-technology products. This section presents the segmentation of the technology as defined by Dataquest.

The major categories of products are as follows:

• Materials • Software

• Components • Consumables

• Boards and Subsystems • Services

• Equipment • Other Products

The segmentation represents Dataquest's view o£ the high-technology marketplace and is not Intended to represent the availability of data.

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High-Technology Guide Segmentation

I

Products

MATERIALS-

Wafer

Silicon Wafer

Epitaxial Wafer

Gas

Bulk Gas

Nitrogen

Oxygen

Hydrogen

Argon

Specialty Gas

Silicon Precursor

Dopant

Plasma Etchant

Reactant Gas

Atmospheric/Purge Cylinder Gas and Other

Plastics

COMPONENTS-

Semiconductor

Integrated Circuit

Bipolar Digital (by Technology)

TTL/Others

ECL

Bipolar Digital (by Function)

Bipolar Digital Memory

Bipolar RAM

Bipolar Nonvolatile Memory

Other Bipolar Memory

Bipolar Digital Microcomponents

Bipolar Digital Logic

Bipolar ASIC

Bipolar Gate Array

Bipolar PLD

Bipolar PLA

Bipolar PMD

Bipolar FPGA

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

1991 Dataquest Incorporated January—Reproduction Prohibited

High-Technology Guide Segmentation

COMPONENTS

Bipolar ASIC (Continued)

Bipolar Cell-Based IC

Bipolar Custom IC

Bipolar Standard Logic

Other Bipolar Logic

MOS Digital (by Technology)

NMOS/PMOS

CMOS

BiCMOS

MOS Digital (by Function)

MOS Memory

DRAM

16K DRAM

32K DRAM

64K DRAM

128K DRAM

256K DRAM

1Mb DRAM

4Mb DRAM

16Mb DRAM

SRAM

Slow SRAM

IK SRAM

4K SRAM

8K SRAM

16K SRAM

64K SRAM

256K SRAM

1Mb SRAM

4Mb SRAM

Fast SRAM

IK SRAM

4K SRAM

8K SRAM

16K SRAM

64K SRAM

256K SRAM

1Mb SRAM

4Mb SRAM

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the

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High-Technology Guide Segmentation

I

COMPONENTS

Nonvolatile Memory IC

ROM

4K ROM

8K ROM

16K ROM

32K ROM

64K ROM

128K ROM

256K ROM

1Mb ROM

2Mb ROM

4Mb ROM

8Mb ROM

16Mb ROM

EPROM

16K EPROM

32K EPROM

64K EPROM

128K EPROM

256K EPROM

1Mb EPROM

2Mb EPROM

4Mb EPROM

8Mb EPROM

EEPROM

IK EEPROM

2K EEPROM

4K EEPROM

8K EEPROM

16K EEPROM

32K EEPROM

64K EEPROM

128K EEPROM

256K EEPROM

512K EEPROM

1Mb EEPROM

Other MOS Memory

MOS Microcomponents

MOS Microprocessor (by Word Length)

8-bit MOS MPU

I

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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10 H i g h - T e c h n o l o g y G u i d e S e g m e n t a t i o n

COMPONENTS

MOS Microprocessor (by Word Length) (Continued)

16-bit MOS MPU

16/32-bit MOS MPU

32-bit MOS MPU

32/64-bit MOS MPU

64-bit MOS MPU

MOS Microprocessor (by Technology)

CISC MOS MPU

RISC MOS MPU

MOS Microcontroller

4-bit MOS MCU

8-bit MOS MCU

16-bit MOS MCU

32-bit MOS MCU

Digital Signal Processor

DSP Microprocessor (DSMPU)

Microprogrammable DSP (MPDSP)

Special-Function DSP (SFDSP)

MOS Microperipheral

System Support Peripheral

Traditional Peripheral

Counter/Timer

DMA

Interrupt Controller

Memory Management

Real-Time Clock

Others

General-Purpose I/O

DRAM Controller

Cache Controller

PC Logic Chip Set

Display Peripheral

Alphanumeric CRT Controller

Graphics Controller

Keyboard Controller

Printer Controller

Others

Mass Storage Peripheral

Floppy Disk Controller

Hard-Disk Controller

Optical Disk Controller

Others

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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High-Technology Guide Segmentation 11

I

COMPONENTS

Communications Peripheral

LAN

ISDN

Modem

Serial I/O

UART/USART

Others

Floating-Point Coprocessor

16-bit

32-bit

MOS Logic

MOS ASIC

MOS Gate Array

MOS PLD

MOS PLA

MOS PMD

MOS FPGA

MOS Cell-Based IC

MOS Custom IC

MOS Standard Logic

Other MOS Logic

Analog Integrated Circuit

Monolithic Analog IC

Linear IC

Amplifier IC

Voltage Regulator

Voltage Reference IC

Comparator IC

Special-Function IC

Special Consumer IC

Special Automotive IC

Linear Array/ASIC

Mixed Signal IC

Data Converter IC

Telecommunication IC

Interface IC

Switch/Multiplexer IC

Disk Drive IC

Mixed Signal ASIC

Hybrid Analog IC

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12 High-Technology Guide Segmentation

COMPONENTS

Discrete Semiconductor

Transistor

Small Signal Transistor

Power Transistor

Bipolar Power Transistor

MOS Power Transistor

Insulated Gate Bipolar Transistor

Diode

Small Signal Diode

Power Diode/Rectifier

Thyristor

Other Discrete Semiconductor

Optoelectronic Semiconductor

Light-Emitting Diode/Display

Optocoupler

CCD

Laser Diode

Photosensor

Solar Cell

III-V Semiconductor

GaAs Digital IC

GaAs Analog IC

III-V Discrete Transistor

Optoelectronic IC

Passive Component

Cable

Capacitor

Cathode Ray Tube (CRT)

Connector

Inductor

Potentiometer

Relay

Resistor

Socket

Splice (Optical)

Transducer

Liquid Crystal Display

Switch

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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High-Technology Guide Segmentation 13

I

BOARDS AND SUBSYSTEMS

Graphic Board

Mac-Type Add-On Graphic Board

IBM-Type Add-On Graphic Board

Imaging Subsystem

Add-On Memory Board

Controller Board

Storage Controller Board

Printer Controller Board

Magnetic Recording Head

Board-Level Computer

Storage Subsystem

EQUIPMENT

Data Processing Equipment

Computer Systems by Product Segment

General-Purpose Computer System

Supercomputer

Corporate Supercomputer

Departmental Supercomputer

Research Supercomputer

Mainframe Computer

Midrange Computer

Superminicomputer

Minicomputer

Microcomputer

Workstation Computer

Graphic/Project Supercomputer

Superworkstation

Traditional Workstation

Entry-Level Workstation

Personal Computer

Desktop Personal Computer

Desk-Side Personal Computer

Transportable Personal Computer

Laptop A/C Personal Computer

Laptop D/C Personal Computer

Notebook D/C Personal Computer

Pen-Based Personal Computer

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E Q U I P M E N T -

Hand-Held Personal Computer

Special-Purpose Computer System

Data Storage Device

Flexible Disk Drive

Fixed Media

Sub-3.5-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501+MB

3.5-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

5.25-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

8 to 10.5-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

14-Inch Disk Drive

0 to 30MB

31 to 60MB

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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High-Technology Guide Segmentation 15

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E Q U I P M E N T -

14-Inch Disk Drive (Continued)

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

Rigid Disk Drive

Fixed Media

Sub-3.5-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501+MB

3.5-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

5.25-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

8 to 10.5-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

1991 Dataquest Incorporated January—Reproduction Prohibited

i * High-Technology Guide Segmentation

E Q U I P M E N T -

14-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

Removable Media

Sub-3.5-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501+MB

3.5-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

5.25-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1.000MB

1,001+MB

8 to 10.5-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of d a t a .

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E Q U I P M E N T -

14-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

Dual Media

Sub-3.5-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501+MB

3.5-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

5.25-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1.000MB

1,001+MB

8 to 10.5-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of d a t a .

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i s High-Technology Guide Segmentation

E Q U I P M E N T -

14-Inch Disk Drive

0 to 30MB

31 to 60MB

61 to 100MB

101 to 200MB

201 to 500MB

501 to 1,000MB

1,001+MB

Optical Disk Drive

CD-ROM

WORM Optical Disk Drive

5.25 Inch

8 to 12 Inch

14 Inch

Rewritable Optical Disk Drive

2 to 5.25 Inch

8 to 12 Inch

Optical Jukebox

Tape Drive

1/4-Inch Tape Drive

Start-Stop

Streamer

8 Inch

5.25 Inch

3.5 Inch

1/8-Inch Tape Drive

Cassette

Cartridge

1/2-Inch Tape Drive

1/2-Inch Vacuum Column

1/2-Inch Tension Arm

1/2-Inch Streaming

1/2-Inch Cartridge

Reel-to-Reel Tape Drive Recap

Helical Scan Tape Drive

VHS

DAT

8mm

Others

Input/Output Device

Terminal

Alphanumeric (CRT) Terminal

Minicomputer-Based Terminal

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E Q U I P M E N T -

Alphanumeric (CRT) Terminal (Continued)

Non-IBM, Protocol-Specific Terminal

IBM 3270 Protocol Terminal

Host/Vendor-Independent Terminal

Processing Terminal

Graphics Terminal

Point-of-Sale Terminal

Funds Transfer Terminal (ATMs)

Smart Card

Other Specialized Terminal

Electronic Printer

Serial Printer

Serial, Impact, Dot Matrix Printer

Dot Matrix Printer by Speed

0 to 180 cps

181 to 250 cps

251 to 399 cps

400+ cps

Dot Matrix Printer by Size

Total < 9 Wire (Pin)

Total 9 Wire (Pin)

Total 18 Wire (Pin)

Total 24 Wire (Pin)

Serial, Impact, Fully Formed Printer

0 to 30 cps

31+ cps

Serial, Nonimpact, Direct Thermal Printer

Serial, Nonimpact, Thermal Transfer Printer

Wax-Based

Sublimation

Dry Silver

Serial, Nonimpact, Ink Jet Printer

Line Printer

Line, Impact, Dot Matrix Printer

0 to 450 1pm

451 to 650 1pm

651+ 1pm

Line, Impact, Fully Formed Printer

0 to 450 1pm

451 to 650 1pm

651 to 1,050 1pm

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E Q U I P M E N T -

I

Line, Impact, Fully Formed Printer (Continued)

1,051 to 1,250 1pm

1,251+ 1pm

Line, Nonimpact, Direct Thermal Printer

Line, Nonimpact, Thermal Transfer Printer

Page Printer

0 to 6 ppm

7 to 10 ppm

11 to 15 ppm

16 to 20 ppm

21 to 30 ppm

31 to 50 ppm

51 to 80 ppm

81 to 150 ppm

151+ ppm

Other Input/Output Devices

Monitor

Remote Batch, Job-Entry, and Output

Key Entry Equipment

Media-to-Media Data Conversion ^ ^

Magnetic Ink Character Recognition (MICR) ^ |

Optical Scanning Equipment ^ *

Computer Plotters

Small Format Pen Plotter

Large Format Pen Plotter

Small Format Electrostatic Plotter

Large Format Electrostatic Plotter

Ink. Jet Plotter

Thermal Plotter

Photosensitive Plotter

Laser Plotter

Voice Recognition Computer Device

Voice Synthesizer

Mouse

Keyboard

Digitizer

Office Equipment

Copier and Duplicator

Personal Copier (Up to 12 cpm)

Segment 1 (Up to 20 cpm)

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High-Technology Guide Segmentation 21

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E Q U I P M E N T -

Copier and Duplicator (Continued)

Segment 2 (21 to 30 cpm)

Segment 3 (31 to 44 cpm)

Segment 4 (45 to 69 cpm)

Segment 5 (70 to 90 cpm)

Segment 6 (91+ cpm)

Full-Color Copiers

Electronic Calculator (without Alpha Keyboard)

Dictating, Transcribing Machine

Electronic Typewriter

Word Processor

Banking System

Check-Handling System

Cash Register

Mailing, Letter-Handling, Addressing Equipment;

Other Office Equipment

Communications

Telecommunicatons

Image Communications

Facsimile

Classification by Type

Standalone Systems

PC Facsimile Cards

LAN to Fax Gateways

Classification by Technology

Group I

Group 11

Group III

Group III Bis

Group IV

Classification by Feature

Ultra Low End

Low End

Midrange

High End

Classification by Price

<$1,000

$1,000 to $1,499

$1,500 to $1,999

$2,000 to $2,499

$2,500 to $2,999

$3,000 or More

» I

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E Q U I P M E N T -

Classification by Printing Technology

Thermal

Thermal Transfer

Plain Paper (Laser, LED, etc.)

ISDN Terminals

Servers

Teleconferencing

Audio

Video

Captured Image

Near-Full Motion

Codecs

PX64

Telex

Machines

Black Boxes

Gateways

Message Switches

Videotex

Terminals

Personal Communications

Mobile Radio

Cellular Handsets

Classification by Type

Car-Mounted

Transportable

Portable

Classification by Technology

Analog

C450

NMT450

NMT900

TACS

ETACS

Radiocom 2000

AMPS

RTMS-Italy

Digital

GSM

Others

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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H i g h - T e c h n o l o g y Guide S e g m e n t a t i o n 23

EQUIPMENT-

Cordless Handsets

CTO

CTl

CT2

CT3

DECT

GSM

Base Stations

Global Positioning Systems

Mobile Infrastructure

Base Stations

Personal Communications Networks (PCN)

Mininetworks

Public Mobile Radio (PMR)

Paging Systems

Networking

Cable (Private)

Data PBX

Encryption Units

Front-End Processors

IBM and IBM-Compatible

Proprietary

ISDN

Local Area Networks (LANs)

Terminal Servers

Ethernet

Token Ring

Others

PC Network Operating Software

PC LANs

Classification by Type

IBM PC/Compatible

Apple Macintosh

Classification by Technology

802.3

802.5

Arcnet

FDDI

Others

Classification by Media

Coaxial

Unshielded Twisted Pair (UTP)

Fiber-Optic

Datagrade

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24 High-Technology Guide Segmentation i

E Q U I P M E N T -

Local Operating Network Systems (LONs)

Modems

Classification by Standards

U.S. Standards

212 A

V.22 Bis

201 B/C

208 A/B

V.29

V.32

V.33

16.8 Kbps

19.2 Kbps

V.35

V.36

Proprietary Dial-Up 9.6 Kbps

European Standards

V.21/23

V.21/23 PC

V.22

V.22 PC

V.22 Bis

V.22 Bis PC

V.26

V.27

V.29 Basic

V.29 Premium

V.32

V.32 PC

Proprietary Dial-Up 9.6 Kbps

V.33

16.8 Kbps

19.2 Kbps

Proprietary Baseband

Proprietary DOVE

Multiplexers

Classification by Technology

Time Division (TDM)

Low-End Point-to-Point/Dual Trunk

Low-End Networking

Channels Banks/Primary MUX

T l / E l Point-to-Point/Dual Trunk

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High-Technology Guide Segmentation 25

E Q U I P M E N T -

Time Division (TDM) (Continued)

T l / E l Network Access

High-End Networking

Greater than T l / E l

Statistical Time Division (STDM)

Classification by Size

High End (More than 48 Channels)

Network Management Systems

Public

Low End (Up to 16 Channels)

Midrange (Up to 48 Channels)

Carrier

Local

Long Distance

Private

LANs

T l / E l

X.25

Modems

Voice (Call Accounting)

Switch and Patch

Matrix

Mini/Mainframe-Based

Test Equipment

Analyzers

Operator Support Systems

Network-Terminating Devices

Operator Support Systems

Other Datacom Equipment

Fiber-Optic Multiplexers

Public Data Network Systems (Equipment)

X.21 Switches

Servers

Value-Added Networks (Equipment)

X.25

Classification by Type

Packet Assemblers/Disassemblers (PADs)

Asynchronous Only

Synchronous Only

Multiprotocol

Packet Switches (Nodes)

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E Q U I P M E N T

Classification by Capacity

Low End (Up to 100 Packets per Second)

Midrange (Up to 1,000 pps)

High End (More than 1,000 pps)

Public Network Equipment

Cable

Coaxial

Fiber-Optics

Monomode

Multimode

Multipair

Cable T V

Carrier Equipment

Central Office

Classification by Type

Local

Trunk

Gateway

Classification by Technology

Analog

Digital

ISDN

Basic Rate Interface (BRI)

Primary Rate Interface (PRI)

Others

Classification By Size

Less than 2K Lines

2K to lOK Lines

More than lOK Lines

Digital Access CrossConnect Systems (DACS)

Classification by Type

1/0 DCS

1/1 DCS

3/1 DCS

3/1/0 DCS

3/3 DCS

4/1 DCS

4/3 DCS

4/4 DCS

OCN/OCN

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H i g h - T e c h n o l o g y Guide S e g m e n t a t i o n 27

E Q U I P M E N T

Classification by Capacity

Low End

Midrange

High End

Fiber-Optic Terminal (FOTs)

Line Conditioners

Main Distribution Frame (MDF)

Connectors

Microwave

Classification by Type

Systems

Antenna

Accessories

Electronics

Classification by Usage

Short Haul

Long Haul

Classification by Technology

Analog

Digital

Multiplexers

Classification by Type

Multiplexers

Fiber-Optic Terminals

Classification by Technology

Analog

Digital

Classification by Standards

European/CEPT Standard

2 Mbps

8 Mbps

34 Mbps

140 Mbps

565 Mbps

2.4 Gbps

U.S. Standard

L 5 Mbps

6 Mbps

45 Mbps

90 Mbps

135 Mbps

1.2 Gbps

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E Q U I P M E N T -

SONET

Synchronous Digital Hierarchy (SDH)

Asynchronous Transfer Mode (ATM)

Fast Packet Switching

Frame Relay

Network Termination Units

ISDN

DSU/CSU

NTU

Operating Support Systems

Pay Phones

Public Paging Systems

Local Loop Equipment

Analog

PCM Repeaters

Digital

Twisted Pair

SLC-96 and Compatibles

Others

Fiber Optics

Universal Digital Line Carrier (UDLC) ^m

Integrated Digital Line Carrier (IDLC) ^^k

Flexible Access System (FAS)

SONET

802.6 Metropolitan Area Network (MAN)

Others

Wireless

Basic Exchange Telephone Radio Service (BETRS)

Cordless

Satellite Communications

Space Stations

Earth Stations

VSAT

Master—Hub

Remote

Receive Only—Data Broadcast

Interactive

Direct Broadcast

Teleport

Television Receive Only

Video Distribution

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E Q U I P M E N T -

Satellite Communications (Continued)

Home

Intelsat

Eutelsat

Others

Signaling

Telex

Low End (Less than 20 Ports)

Midrange(20 to 80 Ports)

High End (More than 80 Ports)

X.25

Classification by Size

Low End

Midrange

High End

Voice Communication

Answering Machines

Attendant Consoles

Automatic Call Distributors (ACDs)

Classification by Type

Standalone

Integrated

Analog

Digital

Classification by Capacity

1 to 8 Agent Positions

9 to 24 Agent Positions

25 to 48 Agent Positions

49 to 100 Agent Positions

More than 100 Agent Positions

Business Communications Systems

Classification by Type

Private Branch Exchange (PBX)

Key Telephone System (KTS)

Classification by Technology

Analog

Digital

ISDN

Terminals

ISDN

Proprietary

Servers

Network

BRI

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E Q U I P M E N T

Network (Continued)

PRI

Proprietary

Gateways

Basic

Classification by Capacity

1 to 8 Lines

9 to 24 Lines

25 to 48 Lines

49 to 100 Lines

101 to 400 Lines

401 to 1,000 Lines

More than 1,000 Lines

Cable (Private)

Call Management Systems

Centrex

KTS

PBX

Integrated Voice/Data Workstations (IVDT)

Intercom Systems

ISDN Terminals

Voice

Data

Video

Integrated

Private Paging Systems

Trading Turrets/Dealer Boards

Voice-Messaging Systems

Classification by Capacity

1 to 4 Ports

5 to 8 Ports

9 to 16 Ports

17 to 32 Ports

33 to 64 Ports

65 to 128 Ports

More than 128 Ports

Voice Response Units (VRUs)

Classification by Capacity

1 to 4 Ports

5 to 8 Ports

9 to 16 Ports

17 to 32 Ports

33 to 64 Ports

65 to 128 Ports

More than 128 Ports

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E Q U I P M E N T -

Voice Terminals

Classification by Type

Corded

Cordless

Classification by Technology

Analog

Digital

Pulse Dial

Tone Dial (DTMF)

Industrial Electronic Equipment

Security/Energy Management

Alarm System

Intrusion Detection Alarm System

Fire Detection Alarm System

Discrete Device, Security/Energy Management

MPU Load Programmer

Computerized Energy Control System

Manufacturing System

Wafer Fabrication Equipment

Lithography Equipment

Proximity/Contact Aligners

Projection Aligner

Steppers

Direct-Write E-Beam

Maskmaking E-Beam

X Ray

Automatic Photoresist Processing Equipment

Etch-and-Clean Equipment

Wet Process

Dry Strip

Dry Etch

Ion Milling

Deposition Equipment

Chemical Vapor Deposition

Physical Vapor Deposition

Silicon Epitaxy Deposition

Metalorganic CVD Deposition

Molecular Beam Epitaxy Deposition

Diffusion

Rapid Thermal Processing

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E Q U I P M E N T -

Ion Implantation

Medium Current Ion Implantation

High-Current Ion Implantation

High-Voltage Ion Implantation

Optical CD/Wafer Inspection

Other Process Control Equipment

Factory Automation Equipment

Other Water Fabrication Equipment

Test Equipment

ATE (Automatic Test Equipment)

Discrete Component Tester

Semiconductor Tester

Interconnect/Bare PCB Tester

In-Circuit PCB Tester

Functional PCB Tester

Combined PCB Tester

Manufacturing BATE N/A

General Test Equipment

Process Control System

Process Control System, Controller

Process Control System, Recorder

Process Control System, Indicator

Process Control System, Auxiliary Station

Process Control System, Nonunified System

Process Control System, Industrial Process

Programmable Machine Tool

Boring Programmable Machine Tool

Drilling Programmable Machine Tool

Grinding Programmable Machine Tool

Horizontal Turning Programmable Machine Tool

Vertical Turning Programmable Machine Tool

Milling Programmable Machine Tool

Machining Center Programmable Machine Tool

Other Cutting Programmable Machine Tool

Punch/Shear/Bend Programmable Machine Tool

Flexible Manufacturing System Programmable Machine Tool

Mechanical Assembly Equipment

Plastic Processing Machinery

Robot System

Robotic Electronic Assembly

Robotic Nonelectronic Assembly

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E Q U I P M E N T -

Robot System (Continued)

Material-Handling/Loading Robot System

Painting Robot System

Spot-Welding Robot System

Arc-Welding Robot System

Machining Robot System

Other Robot System

Automated Material Handling

Guided Vehicle

Programmable Conveyor

Storage/Retrieval Automatic Material-Handling System

Programmable Monorail

Warehousing

Programmable Overhead Crane

Other Automated Material-Handling Equipment

Instrumentation

Integrating and Totalizing Meter for Gas

Counting Device

Digital Panel Meter

Analog Panel Meter

Panel Type Instrument

Elapsed-Time Meter

Portable Electronic Measuring Instrument

Electronic Recording Instrument

Physical Property Test, Inspection, and Measurement

Commercial Meteorological and General-Purpose Instrument

Nuclear Radiation Detection and Monitoring

Surveying and Drafting Instrument

Ultrasonic Cleaners, Drill

Meteorological Instrument

Geophysical Instrument

Analytical and Scientific Instrument

Medical Equipment

Diagnostic Medical Equipment

Automatic Blood Analyzer

CAT Scanner

Digital Radiography

Electrocardiograph

Electroencephalograph

Magnetic Resonance Imaging

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E Q U I P M E N T -

Medical Equipment (Continued)

Respiratory Analysis

Ultrasonic Scanner, Medical

X Ray, Medical

Other Diagnostic Medical Equipment

Patient-Monitoring

Prosthetic Medical Equipment

Hearing Aid

Surgical Support

Therapeutic

Defibrillator

Dialysis, Diathermy

Electrosurgical

Pacemaker

Ultrasonic Generator

Other Therapeutic Medical Equipment

Other Industrial Electronic Equipment

Vending Machine

Laser System (Excluding Communication)

Power Supply

Traffic Control

Particle Accelerator

Industrial and Scientific X Ray

Laboratory and Scientific Apparatus

Teaching Machine and Aid

Scientific Not Elsewhere Classified

Consumer Electronic Equipment

Audio Consumer

Audio Amplifier

Compact (Disc) Player, Music

Consumer Radio

Stereo (Hi-Fi) Component

Stereo Headphone

Electronic Musical Instrument

Tape Recorder, Consumer

Video, Consumer

Video Camera, Consumer

VTRs (VCRs)

Videodisc Player

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E Q U I P M E N T -

Video, Consumer (Continued)

Color Television

Black-and-White Television

HDTV

Remote Control

LCD Television

Personal Electronic

Game

Camera

Watch

Clock

Toy

Sewing Machine

Other Personal Electronic

Appliance

Air Conditioner

Microwave Oven

Washer and Dryer

Refrigerator

Dishwasher, Disposal

Range and Oven, Consumer

Rice Cookers

Fans

Heaters

Vacuum Cleaners

Food Processors

Other Consumer Appliance

Other Consumer Electronic

Automatic Garage Door Opener

Residential Smoke Alarm

Consumer Electronic Equipment Not Elsewhere Classified

Military/Aerospace Electronic Equipment

Military Electronic Equipment

Radar, Military

Sonar, Military

Missile-Weapon

Space Military Equipment

Navigation, Military

Communication, Military

Electronic Warfare

I

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E Q U I P M E N T -

Military Electronic Equipment (Continued)

Reconnaissance

Aircraft System

Military Computer System

Simulation and Training, Military

Miscellaneous Military Equipment

Civil Aerospace

Radar, Civilian

Civilian Space

Civil Navigation/Communication

Civil Aircraft Flight System

Civil Simulation and Training

Transportation Electronic Equipment

Entertainment, Transportation

Body Controls

Driver Information

Powertrain

Safety and Convenience

Other Electronic Equipment

SOFTWARE-

Application Software (See Applications Segmentation)

System Software

Operating System Software

Database

Document Management

Data Acquisition and Control

Storage Management

Database Administration

On-Line Transaction Processing

Development Tools

Editors

Language

Compilers

Assemblers

Translators

Data Translator

Query Languages

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SOFTWARE-

Interactive Languages

Fourth-Generation Languages

Visual Programming Languages

Graphic

Communication Management

User Interface

Device Interface

Protocol

Security

Operating Environment

Operating System

Proprietary

IBM/VM/MVS

DEC VMS

Others

Open

UNIX

O S F l

Sun OS

System V/BSD

Mach

XENIX

Others

Pick

Theos

Others

Real-Time

PC

DOS

OS/2

Macintosh

Others

Operating Utilities

Peripheral I/O Management

System Subroutine Libraries

Data Center and System Management

Information Resource Management

Information Center

System Utilities

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CONSUMABLES-

Paper

Cut Sheet

Form

Label

Toner and Developer

Print Ribbon

Photoreceptor

Print Element

Printwheel

Golf Ball

Thimble

Computer Storage Media

Flexible Disk

Rigid Disk

Computer Storage Tape

Optical Media

Transparency

Other Consumable

SERVICES

Telecommunications Services

Core Services

Classification by Type

Local Telephone Services

Long Distance Services

International Services

Classification by Technology

Analog

Digital

ISDN

HO

BRI

PRI

Others

Classification by Product

Toll Revenue

WATS Outgoing

WATS Incoming (800 Service)

900 Service

Switched Digital Services

Switched 56 Kbps

X.21

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SERVICES

Classification by Product (Continued)

Analog Private Lines

Conditioned

Unconditioned

Digital Private Lines

Classification by Capacity

0 to 19.2 Kbps

19.2 Kbps to 64 Kbps

64 Kbps to H l l

H l l to 772 Kbps

T l

E l

8 Mbps

T3

34 Mbps

More than T3

Centrex

Classification by Type

ETN

ACD

CLASS

Routing

Billing

Network Management

Classification by Size

1 to 8 Lines

9 to 24 Lines

25 to 48 Lines

49 to 100 Lines

101 to 400 Lines

401 to 1,000 Lines

More than 1,000 Lines

B-ISDN

Operator Services

Enhanced Services

Audiotex Access Services

Voice Mail

Cable TV

Directory Inquiry

Electronic Messaging

X400

EDI

Others

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SERVICES

ISDN

Public Data

Satellite

VSAT

Others

Teleconferencing

Teleport Services

Telex Services

Facsimile Services

Value-Added Networks (VANs)

Videoconferencing

Ad Hoc

Carrier Provided

Virtual Private Network Services

Videotex Access Services

X.25

Voice Messaging

Mobile Services

Cellular

Classification by Technology

Analog

C450

NMT450

NMT900

TACS

ETACS

Radiocom 2000

AMPS

RTMS-Italy

Digital

GSM

Others

Cordless

Portable

CT2

CT3

DECT

Mobile

GSM

Global-Positioning Systems

Location Identification Systems

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High-Technology Guide Segmentation 41

SERVICES

Personal Communications Networks (PCN)

SubGSM

Public Mobile Radio (PMR)

Data Services

Public Paging Systems

Messaging Services

Hardware Maintenance

Contract Maintenance

Time and Materials

Parts

Software Support

Customer Training/Education

Network Support

Professional

Systems Integration

Facilities Management

OTHER PRODUCTS

The segmentation represents Dataquest* s view of the high-technology marketplace and is not intended to represent the availability of data.

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The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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High-Technology Guide Segmentation

Geographic Regions

The geographic regions segmentation shows the classification scheme used by Dataquest to define the regions of the world. Dataquest classifies the world into the following regions:

• North America

• Europe

• Japan

• Rest of Asia—Rest of World

43

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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High-Technology Guide Segmentation

Geographic Regions

Worldwide

45

^S^^^

North America

Europe

Japan

Rest of Asia—Rest of World

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High-Technology Guide Segmentation

North America

North America

United States

East North Central Division

Illinois

Indiana

Michigan

Ohio

Wisconsin

East North Central Other

East South Central Division

Alabama

Kentucky

Mississippi

Tennessee

East South Central Other

Mountain Division

Arizona

Colorado

Idaho

Mountain Division (Continued)

Montana

Nevada

New Mexico

Utah

Wyoming

Mountain Other

Middle Atlantic Division

New Jersey

New York

Pennsylvania

Middle Atlantic Other

New England Division

Connecticut

Maine

Massachusetts

New Hampshire

Rhode Island

Vermont

New England Other

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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High-Technology Guide Segmentation

United States (Continued)

Pacific Division

Alaska

California

Hawaii

Oregon

Washington

Pacific Other

South Atlantic Division

Delaware

District of Columbia

Florida

Georgia

Maryland

North Carolina

South Carolina

Virginia

West Virginia

South Atlantic Other

West North Central Division

Iowa

Kansas

Minnesota

Missouri

Nebraska

North Dakota

South Dakota

West North Central Other

West South Central Division

Arkansas

Louisiana

Oklahoma

Texas

West South Central Other

Puerto Rico Division

Puerto Rico

United States Other

Canada

North America Other

47

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High-Technology Guide Segmentation

Europe

Western Europe

Western Europe Major

France

Germany

Italy

Netherlands

Spain

Sweden

United Kingdom

Western Europe Other

Austria

Belgium

Cyprus

Denmark

Finland

Gibraltar

Greece

Iceland

Ireland

Liechtenstein

Luxembourg

Malta

Monaco

Norway

Portugal

San Marino

Switzerland

European Community (EC)

Belgium

Denmark

France

Germany

Greece

Ireland

Italy

Luxembourg

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High-Technology Guide Segmentation 49

European Community (EC) (Continued) Sweden

Netherlands Switzerland

„ . Eastern Europe x f " ' " . . - . Albania

United Kingdom „ ,

Bulgaria

Czechoslovakia

European Free Trade Association (EFTA) Hungary

Austria Poland

Finland Romania

Iceland Union of Soviet Socialist Republics

Norway Yugoslavia

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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Japan

«

Japan

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Rest of Asia—Rest of World

51

Rest of Asia—Rest of World

Four Tigers

Hong Kong

Korea

Singapore

Taiwan

Other Asia

Bangladesh

Brunei

Burma

Cambodia

China

East Timor

India

Indonesia

Laos

Macau

Malaysia

Maldives

Nepal

Pakistan

Philippines

Sri Lanka

Thailand

Vietnam

Rest of World

Australia/New Zealand

Australia

Christmas Island

Cocos Islands

New Zealand

Norfolk Island

Oceania

American Samoa

Canton and Enderbury Islands

Cook Islands

Fiji

French Polynesia

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Oceania (Continued)

Guam

Johnson Island

Kiribati

Midway Islands

Nauru

New Caledonia

Niue

Pacific Islands

Papua New Guinea

Pitcairn

Samoa

Solomon Islands

High-Technology Guide Segmentation

Tokelau

Tonga

Tuvalu

Vanuatu

Wake Island

Wallis and Futuna Islands

Africa

Central America

Caribbean

Middle East

South America

Atlantic

Inner Asia

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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Distribution

The distribution segmentation outlines the path by which a product moves from the manufacturer to the ultimate end user. This segmentation is used by Dataquest to analyze markups, discounts, and buyer behavior.

Dataquest defines the major distribution classifications as follows:

• Distribution channel

• Distribution method

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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Distribution

DISTRIBUTION CHANNEL

Direct

Indirect

Value-Added Reseller/Systems Integrator

Original Equipment Manufacturer

Distributor

Regional Bell Operating Company (RBOC)

Independent Telephone Company

Dealer

Telephone Interconnect Supplier

Mass Merchandiser

Manufacturers' Representatives/Agents

DISTRIBUTION METHOD

Direct Sales Force

Telemarketing

Mail Order

Company-Owned Store

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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Applications

The applications segmentation describes the use to which a product is put or the function it performs. Sometimes there are one-to-one relationships between products and their applications and the actual functions that a product performs.

The major applications as defined by Dataquest are as follows:

• General productivity

• Organizational

• Entertainment

• Industry specific

The segmentation represents Dataquest's view of the high-technology marltetplace and is not intended to represent the availability of data.

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Applications

»

GENERAL PRODUCTIVITY

Document/Media Creation and Editing

Computer-Aided Printing and Publishing

Electronic Publishing

Technical Publishing

Graphics

Chart and Map Generation

Image Generation

Graphic Design Art

Image Editing

Draw/Paint

Image Capture

Clip Art

Illustration

Presentation Graphics

Color Prepress

Input

Image Processing

Image Manipulation

Color Correction

Color Pagination

Composition and Translation

Color Separation

Page Composition and Page Makeup

Page Description

Page Imaging

Document Architecture

Desktop Publishing

Scientific Visualization/Simulation

Multimedia

Animation

Desktop

Video

Compression

Digitizer

Full-Motion

Real-Time

Videodisc

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GENERAL PRODUCTIVITY

Holography

Photo Realism

Information Retrieval

Forms

Publishing Utilities

Tagging

PostScript Printing

Compression/Decompression

File Translation/Data Conversion

Document Management

Author/Editor

Image Processing

Scanning

Text

Image

Word Processing

Typography

Communication

Electronic Mail

Spreadsheet/Decision Support/Executive Information Systems

Spreadsheet

General-Purpose Simulation

Modeling

Forecasting

Learning/Education/Training

Instructional

Computer Training/Assisted Instruction

Educational Simulation

Learning

Project Management

Calendaring

Scheduling

Ticketing

Library Management

Time Management

Application Utilities

Integrated Applications

Relational Database Management System

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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H i g h - T e c h n o l o g y G u i d e S e g m e n t a t i o n €1

ORGANIZATIONAL -

Management and Administration

Accounting

Accounts Payable

Checkbook Management

Accounts Receivable

Billing/Invoicing

General Ledger

Payroll

Tax Accounting

Personal Finance

Capital Assets

Fixed Assets

Lease Accounting

Human Resource/Personnel Management

Benefits Administration

Employment Administration

Finance

Financial Planning

Budgeting

Cost Accounting

Investment/Portfolio Management

Cash/Money Management

Deposit/Loan Management

Treasury/Stocks/Bonds

Purchasing

Contract Administration

Vendor Management

Planning

Business Planning

Strategic Planning

Command, Control, Communications, and Intelligence

Facilities Management

Facility Planning

Facility Simulation

Equipment/Maintenance Management

Property/Real Estate Management

Facility Security Management

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ORGANIZATIONAL

Sales and Marketing

Marketing Research

Advertising and Promotional

Public Relations

Order Entry/Processing

Customer/Prospect Management

Credit Management

Sales Support/Administration

Research, Engineering, and Development

Industrial Automation

Shop Floor Plan and Control

CAM/Automated Assembly

Manufacturing Engineering Tools

Other Planning and Control

Test and Measurement

Others

Design Automation

CAD/CAM/CAE

Modeling

Two-Dimensional

Three-Dimensional

Solid

Mechanical

Documentation/Dra fting

Detail Drafting

Document Management

Schematics

Technical Illustration

Charts

Conceptual Design

Industrial Design

Design Layout

Styling

Functional Design

Component

Assembly Verification

Linkage/Mechanism

Analysis

Fatigue

Structural

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ORGANIZATIONAL -

Analysis (Continued)

Thermal

Vibrational

Magnetic

Composite

Mass Property

Manufacturing Engineering

Tool Design

Fixture Design

Part-Processing Design

Manufacturing Process Simulation

NC Part Programming

Coordinate Measuring Machines

Off-Line Robotics

QC Analysis

AEC (Architectural, Engineering, and Construction)

Architectural

Civil

Facility Design

Process Plant Design

Geographical Information Systems

GIS/Mapping

Raster-Based GIS Systems

Electronic Design Automation

Electronic Computer-Aided Engineering

Digital Design

Design Entry

Schematic Entry

Libraries

Design Verification

Simulation

Simulation Acceleration

Hardware Modeling

Static Timing Analysis

Logic Synthesis

Test Automation

Automatic Test Vector Generation

Design for Testability/Test Synthesis

Fault Simulation

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ORGANIZATIONAL-

Analog Design

Design Entry

Schematic Capture

Libraries

Design Verification

Circuit Simulation

Mixed Signal Simulation

IC Layout and Verification

Editing

Layout

Verification

Module Generation

PCB Layout

Software Development

Computer-Aided Software Engineering

Artificial Intelligence

General Software Development

Earth Resources

Seismic Analysis

Geophysical Seismic Imaging

Oil Field Services

Remote Sensing

Technical Data Analysis

General Scientific

Scientific Research/Analysis

Scientific Visualization

Scientific Simulation

Chemistry

Crystallography

Modeling

Analysis

Simulation

Laboratory

Analytical Instruments

Instrument Automation

Quality Control/Assurance

Research and Laboratory Analysis

Others

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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ORGANIZATIONAL •

Medical

Body Scanning

Patient Monitoring

Others

Diagnostic

Therapeutic

Manufacturing and Distribution

Distribution Planning and Control

Transportation/Fleet Management

Route Planning

Dispatching

Warehouse Management

Automated Warehousing and Materials Handling

Inventory and Distribution Management and Control

Manufacturing Planning and Control

Material/Process Requirements Planning, Production and Process Management

Shop Floor Planning and Control

CAM/Automated Assembly

Manufacturing Engineering Tools

Other Planning and Control

Simulation

Robot Programming and Simulation

Quality Assurance

Detection and Tracking

Fault Management/Adaptive

Control

Test and Measurement

Inspection

Machine Vision

Others

Real-Time Data Acquisition and Control

Simulation

C3i

Others

Building Automation

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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ORGANIZATIONAL

Others (Continued)

Traffic Control

Railroad Control

Power Grid Control

Water Quality and Sewage Control

Atmospheric Monitoring

ENTERTAINMENT-

INDUSTRY SPECIFIC

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User Environment

The user environment segmentation is based on industry classifications derived from a format that reflects the United States Department of

Commerce's Standard Industrial Classification (SIC) code scheme and the International Standard Industrial Classification of all economic activities used by the United Nations.

Environments are a description of where a product is used ultimately.

The major user environments as defined by Dataquest are as follows:

• Home

• Business

• Education

• Government

Dataquest has a classification scheme available at the two-, three-, and four-digit SIC levels, which can be provided on request.

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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User Environment

H O M E

BUSINESS

Natural Resources and Construction

Agricultural Production—Crops

Agricultural Production—Livestock

Agricultural Services

Forestry

Fishing, Hunting, and Trapping

Metal Mining

Coal Mining

Oil and Gas Extraction

Nonmetallic Minerals, except Fuels

General Building Contractors

Heavy Construction, except Building

Special Trade Contractors

Process Manufacturing

Food and Kindred Products

Tobacco Products

Textile Mill Products

Lumber Wood Products

Paper and Allied Products

Printing and Publishing

Chemicals Allied Products

Petroleum and Coal Products

Rubber and Miscellaneous Plastics Products

Leather and Leather Products

Stone, Clay, and Glass Products

Primary Metal Industries

Discrete Manufacturing

Apparel and Other Textile Products

Furniture and Fixtures

Fabricated Metal Products

Industrial Machinery and Equipment

Electronic and Other Electric Equipment

Instruments and Related Products

The segmentation represents Dataquest's view of the high-technology marlcetplace and is not intended to represent the availability of data.

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BUSINESS

Discrete Manufacturing (Continued)

Miscellaneous Manufacturing Industries

Transportation Equipment

Transportation

Railroad Transportation

Local and Interurban Passenger Transit

Trucking and Warehousing

Water Transportation

Transportation by Air

Pipelines, except Natural Gas

Transportation Services

Communication

Communication

Utilities

Electric, Gas, and Sanitary Services

Wholesale Trade, Durable Goods

Wholesale Trade—Durable Goods

Wholesale Trade, Nondurable Goods

Wholesale Trade—Nondurable Goods

Retail Trade

Building Materials and Garden Supplies

General Merchandise Stores

Food Stores

Automotive Dealers and Service Stations

Apparel and Accessory Stores

Furniture and Home Furnishings Stores

Eating and Drinking Places

Miscellaneous Retail

Finance

Depository Institutions

Nondepository Institutions

Security and Commodity Brokers

Insurance

Insurance Carriers

Insurance Agents, Brokers, and Service

Real Estate

Real Estate

Holding and Other Investment Offices

Hotels And Other Lodging

Hotels and Other Lodging

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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High-Technology Guide Segmentation 71

BUSINESS

Business Services

Business Services

Legal Services

Health Care

Health Services

Other Services

Personal Services

Auto Repair, Services, and Parking

Miscellaneous Repair Services

Motion Pictures

Amusement And Recreation Services

Social Services

Museums, Botanical, Zoological Gardens

Membership Organizations

Engineering and Management Services

Services, NEC

EDUCATION-

Elementary

Secondary

Higher Education

Four-Year Institution

Two-Year Institution

Public

Private

GOVERNMENT-

Government by Function

Executive, Legislative, and General

Justice, Public Order, and Safety

Finance, Taxation, And Monetary Policy

Administration of Human Resources

Environmental Quality and Housing

Administration of Economic Programs

National Security and International Affairs

Government

Federal

State

Local

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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SIZE (BUSINESS, EDUCATION, GOVERNMENT)

Revenue (Millions of U.S. dollars)

0 to 99.9

100 to 499.9

500 to 999.9

1 to 4.9

5 to 9.9

10 to 49.9

50+

Employees

Small

0 to 9

10 to 19

20 to 49

Medium

50 to 99

100 to 249

Large

250 to 499

500 to 999

1,000+

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of d a t a .

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H i g h - T e c h n o l o g y Guide S e g m e n t a t i o n 73

Research Items

The research items segmentation is a listing of general terms used by

Dataquest to organize, describe, and analyze data for technology markets and industries. A typical use of research items is to describe market data in terms of shipments, retirements, and installed base.

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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High-Technology Guide Segmentation

Research Items

Application

Assembler

Average Selling Price

Average Usage

Average Volume

Balance of Trade

Bit

Byte

Capital Spending

Captive Production

Compound Growth Rate

Consumption

Conversion Revenue

Cost

End User

End-User Average Selling Price

End-User Revenue

Environment

Export

Factory Average Selling Price

Factory Revenue

Gross Lease Additions

If-Sold Value

Import

Industry

Input/Output (I/O) Ratio

Installed Base

Internal Transfer

Inventory

Joint Venture

Lease

Lease/Rental Conversions

List Price

Manufacturer

Manufacturer's Suggested Retail Price

Market

Market Share

Markup

Merchant Production

Net Additions

New Placement Demand

Placement

Product

Product Category

Production

Replacement Demand

Research and Development

Residual Value

Retirement

Return

Revenue

Shipment

Subsidiary

Tie Ratio

Unit

Useful Life

Users per System

Year-Average Population

75

The segmentation represents Dataquest's view of the high-technology marketplace and is not intended to represent the availability of data.

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The segmentation represents Dataquest* s view of the high-technology marketplace and is not intended to represent the availability of data.

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High-Technology Guide Glossary

Glossary

This glossary includes definitions of the major terms associated with

Dataquest's segmentation of the high-technology marketplace.

77

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High-Technology Guide Glossary 79

III-V discrete semiconductor. 1: A semiconductor device with low noise, low power, and high power in the range of one-half watt to one watt.

2: A device of gate structures based on D-MES-

FET and E/D MESFET devices.

add-on graphics board, Mac-type. Personal computers that were designed to run applications exclusively through a graphical user interface

(i.e., windows, menus, and icons). Mac-type systems include Apple's Macintosh series (512E,

Plus, SE, and II), Atari's ST series (524 and

1024), and Commodore's Amiga. This term also refers to peripherals intended for use in Mac-type systems.

academic support. College expenditures that include expenditures for support services that are an integral part of the institution's primary missions of instruction, research, or public service.

Includes expenditures for libraries, galleries, audio/visual services, academic computing support, auxiliary support, academic administration, personnel development, and course and curriculum development.

add-on memory board. A printed circuit board populated with memory integrated circuits (IC), usually DRAMs or SRAMs, that plugs into personal computers via connectors on the central processing unit bus. These boards are used to increase central processing unit storage capacity.

AEC. See architecture, engineering, and

construction.

accounting software. 1: A software application that supports a system of recording and summarizing business and financial transactions and analyzing, verifying, and reporting results. 2: A software application used to manage an organization's money and/or assets. This type of software includes general ledger, accounts payable/receivable, and inventory control.

aerial. See antenna.

AGVS. See automatic guided vehicle system.

AI. See artificial intelligence.

air conditioner. 1: An apparatus for controlling the temperature and humidity of air. 2: A broad field including numerous processes, among which are refrigeration, heating, ventilation and humidification, and electronic air filtering.

accounts payable (AP). An application that supports the accounts payable function, which is the amount owed by a business to its suppliers and other regular trading partners.

accounts receivable (AR). An application that supports the accounts receivable function, which is the amount owed to a business by its customers.

aircraft system (military). Electronic power devices used in airplanes to perform functions like flight control, communication and navigation, lighting computer system (including air data, mission and fire control), engine control, instrumentation, integral targeting system, associated test system, and integrated system.

ACD. See automatic call distributor.

adaptive control. 1: The property of a control system that allows it autonomously to maintain a manufacturing or process environment within predetermined control limits. 2: A device with parameters that adjust automatically to compensate for changes in the dynamics of the process to be controlled.

alarm system. A system designed to warn of an intrusion, a fire, or other undesired occurrence.

Alarm systems have three functions in common: detection, control, and annunciation signaling.

alphanumeric CRT controller. A character set of both letters and numbers that is used to control electron beams, which are used to present data in a visual form.

add-on graphics board. A graphics board that is added to a basic computer to enhance the computer's current graphic capability.

alphanumeric CRT terminal. A display terminal that provides character information to the operator.

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amateur radio. A radio used for two-way radio communications by private individuals. It is not used for enterprise activity. pass through a phone when a user is unable to pick up the telephone.

AMH. See automated materials handling.

amplifier IC. A linear IC that provides a voltage or power gain to an applied signal.

antenna. 1: A conductor or system of conductors that serves to radiate or intercept energy in the form of electromagnetic waves. 2: A device for transmitting or receiving radio waves. Also called aerial.

analog. 1: Representation of data by means of continuously variable physical quantities, such as voltage, current, or frequency. 2: A circuit or system in which the output signals bear a continuous relationship to the input signals. 3: A representation of an event in another form, e.g., the representation of voice sounds as continuously variable electrical signals.

AP. See accounts payable.

appliance. 1: An instrument or device designed for a specific household or office purpose. 2: A piece of equipment for adapting a tool or machine to a special purpose.

application. The use to which a product is put; the function it performs.

analog design verification. A software application that includes analog simulation, analog synthesis, monte carlo analysis, worst-case analysis, and parametric plotting.

application software. A software program or set of programs designed for a specific application, such as inventory control or linear programming.

analog loop. A nondigital portion of the telecommunications network.

application-specific integrated circuit (ASIC).

A single-user IC that is manufactured using vendor-supplied tools and/or libraries. (May be sold by an ASIC or standard-product group.)

analog panel meter. 1: An electrical switchboard or instrument board with continuously variable electrical signals known as analog signals. 2: A mounting plate for the controls and/or other parts of equipment, utilizing analog signals.

application utilities. A software application that enhances the operation of other standalone applications; Typically operates concurrently with these standalone applications.

analysis. Separation of a whole into its parts; proof of a mathematical proposition by assuming the result and deducing a valid statement by a series of reversible steps. Includes mass properties, kinematic and dynamic mechanism analysis, structural, thermal, composite, fluids, and vibration analysis. Finite element and finite difference are common analysis technologies used.

analytical and scientific instrument. Instruments used to measure, access, control, and monitor objects and systems.

AR. See accounts receivable.

architectural. Computer-aided tools intended for use in design and drafting of facilities' architectural aspects.

architecture, engineering, and construction

(AEC). The use of computer-aided tools by architects, contractors, plant engineers, civil engineers, and others associated with these disciplines to aid in designing and managing buildings, industrial plants, ships, and other types of nondiscrete entities.

animation. A software application to present either continuous pictures or images or to present them in rapid succession.

arc-welding robot systems. A system in which a robot carries an arc-welding torch to produce welds.

answering machine. A device, hooked to a telephone, that can record and play messages as they

argon. An inert gas extensively used in discharge tubes.

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artificial intelligence (AI). The ability of a machine to perform functions normally associated with human intelligence, such as learning, adapting, reasoning, self-correcting, and improving automatically.

ASCII. Standardized coding for alphanumeric and other standard keyboard characters.

attendant console. A specialized telephone instrument that allows fast and efficient answering and routing of telephone calls.

audio amplifier. A device that uses transistors or vacuum tubes to obtain voltage, current, or power to amplify sound.

ASIC. See application-specific integrated

circuit.

audio conferencing. The ability to communicate among more than two people at one time via a speakerphone or the telephone system/network.

ASP. See average selling price.

AS/RS. See automated storage/retrieval system. assembler. A company that adds manufacturing value to a product.

audio equipment. Amplifiers, preamplifiers, control consoles, and other equipment used in studio, broadcast, and home environments. Equipment interprets frequencies corresponding to audible sound waves. assembly. 1: A group of subassemblies and/or parts that, when put together, create a major subdivision of the final product. When two or more components or subassemblies are put together by the application of labor and machine hours, it is called an assembly. An assembly may be an end product or a component for a higher-level assembly. 2: The semiconductor manufacturing steps of mounting a die in a package, bonding the pads to the package leads, and sealing the package.

automated assembly system. The assembly of parts into subassemblies and/or complete assemblies using programmable equipment that may include robots. In discrete piece manufacturing, this system includes spot- and arc-welding and adhesives. In electronics, this system includes component placement and printed board component insertion. Usually, these automated assembly systems include sensors. assembly verification. The integration of various component designs into an assembly to test size/ shape and functional characteristics. asynchronous telecommunications software. A software application that emulates a standard computer terminal (e.g., DEC VT-100) and performs file transfer between asynchronously connected computers and/or provides remote operation of another computer.

ATE. See automatic test equipment.

ATM. See a u t o m a t e d teller machine.

automated guided vehicle system (AGVS). An unmanned mobile transporter under programmable control that moves materials and tooling throughout a factory and/or warehouse. Includes towing vehicles, pallet trucks, light-load transporters, unit-load transporters, and self-loading and unloading vehicles. a u t o m a t e d materials handling (AMH). The automated handling of discrete or bulk materials in manufacturing systems. Materials handling includes the movement, storage, identification, and controlling of materials. atmospheric monitoring. A real-time software application that monitors weather-related data from satellites and other monitoring sites around the world. atmospheric/purge cylinder gas. A specialty gas; a cylinder gas for purging certain processing systems and equipment when manufacturers are concerned about possible back contamination of the house lines. a u t o m a t e d storage/retrieval system (AS/RS).

All computer hardware, software, and equipment that are used together for mechanical hoists and carriages and that interface with racks and bins for automatic storage and retrieval of unit loads, pallets, and individual parts. An AS/RS moves materials from inventory to operations and back to inventory, frequently for work-in-process inventory.

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High-Technology Guide Glossary

automated teller machine (ATM). A machine used by financial institutions and designed to perform many of the banking functions performed by human tellers. (See also funds transfer

terminal.)

facility. An AWS includes a control system and associated material-handling equipment and structures, but excludes the building unless it is a structural part of the automated system. The control system includes both hardware and software.

automatic blood analyzer. Equipment used to analyze, detect, and decipher blood types and blood-related diseases.

automatic call distributor (ACD). A computerbased system located at a customer's premises that: (1) provides real-time monitoring of a telephone system's work load; (2) distributes calls to the agent who is idle longest; and (3) uses a queuing or waiting list assignment that holds the callers in queue until an agent is available, averages the random flow of traffic, and decreases peak traffic load. An ACD also contains features known as gates or agent split groups that provide functional divisions within the routing scheme and allow calls to be directed to a specific group or agent.

automation. The system or technique of the production process that minimizes human intervention. Self-controlled machines are used to accomplish human tasks or tasks not able to be accomplished by human intervention.

average selling price (ASP). The average price of a product, inclusive of any discounts. (See also

end-user ASP and factory ASP. )

average usage. The average number of units of product used per unit of time.

average volume. The average number of units of product produced per unit of time.

awarded contract. A binding agreement granted to a specific company.

automatic photoresist processing equipment

(colloquial: track). Equipment used to dispense and process photoresist material onto a wafer.

Track equipment, as this equipment is usually called, includes wafer clean/bake, wafer prime, wafer coat/bake, wafer develop/bake, and resist stabilization equipment.

automatic test equipment (ATE). Computercontrolled equipment that inspects electronic devices, both active and passive. ATE usually includes analytical and statistical data-reduction capabilities and can document test results by display, hard copy, and electronic storage. ATE can perform printed circuit board (PCB) inspection by mechanical, electrical, and visual means in an automatic, programmable mode. ATE includes both bare boards and boards that have been loaded with electronic devices. In the latter case, diagnostic capabilities are included as a part of the system definition if they are part of the equipment.

AWS. See automatic warehousing system.

B

balance of trade. 1: The difference between the value of a country's exports and imports of tangible goods over a given period, usually one year.

2: The difference between the value of a country or region's exports of tangible goods to and imports of tangible goods from a second country or region.

banking system. Systems used in the banking/ finance industries to facilitate the transmission of funds to improve efficiencies. Systems include: payroll allocation and deduction; demand deposit accounting; savings, both regular and certificates of deposit; and loan processes.

baseband modem. A type of modem that utilizes all of the available analog bandwidth on a line.

automatic warehousing system (AWS). A dedicated storage and retrieval system that is used not on the factory floor but in a warehouse that may or may not be located within a manufacturing

basic exchange telecommunications radio

system (BETRS). A radio system network that provides cost-effective basic telephone service within remote areas.

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benefits administration. A software application with the primary function of administering and aiding in managing an organization's employee benefits.

BETRS. See basic exchange telecommunica-

tions radio system.

bipolar transistor. A transistor that uses positiveand negative-charge carriers. Bipolar transistors provide current gain—that is, a current input results in a larger current output.

bit. Abbreviation for binary digit. A unit of information equal to one binary decision, or the designation of one of two possible and equally likely values or states of anything used to store or convey information.

BiCMOS. Bipolar complementary metal oxide semiconductor. See BiMOS.

BiMOS (BiCMOS). Bipolar metal oxide semiconductor (MOS). An integrated circuit (IC) manufactured with both bipolar and MOS processes that yields a component with the benefits of both technologies.

black-and-white television. Television in which the reproduced picture is displayed in shades of gray between black and white. Also known as monochrome television.

bipolar. 1: A semiconductor technology employing two junction transistors. 2: A device in which both majority and minority carriers are present. A transistor structure with electrical properties determined within the silicon material.

bipolar application-specific IC. See applica-

tion-specific integrated circuit.

board-level computer. A single, or multiple, board-level CPU that is sold individually or incorporated in systems-level products (boxes). Typically, these are products that are not considered complete packaged systems. Prices range from the low hundreds to the low thousands of dollars.

Frequently, software is bundled with the board for a specific application.

bipolar cell-based IC. See cell-based integrated

circuit.

bipolar custom IC. See custom integrated

circuit.

body control. Electronic equipment used to direct, manage, or guide an automobile or truck.

Examples include electronic suspension, cruise control, intermittent wipers, load-sensitive braking, antitheft devices, electronic steering, and electronic mufflers.

bipolar digital logic. See logic circuit.

book publishing software. Software with the main purpose/use of printing books or written or

microcomponent.

bipolar FPGA. See field-programmable gate

array.

bipolar gate array. See gate array.

bipolar memory. See memory.

bipolar nonvolatile memory. See nonvolatile

memory.

bipolar PLA. See programmable logic array.

bipolar PLD. See programmable logic device.

bipolar PMD. See programmable multilevel

logic device. bipolar standard logic. See standard logic.

boring programmable machine tool. A factory tool designed to machine internal work such as cylinders, holes, and castings.

broadband communications. Communications that utilize a bandwidth greater than a voice-grade circuit.

broadcast. 1: The transmission of packets on a contention bus where all data are heard by all devices on the channel and are selected by each device through address-recognition techniques.

2: To send messages or to communicate simultaneously with many or all points on a circuit.

3: The transmission of radio frequencies from a source to all devices that are capable of receiving the signal. Microwave transmission is one method of transmission. 4: Radio or television transmission intended for public reception.

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broadcast and studio equipment. Equipment used to make information public by means of radio or television.

broadcast transmitter antenna. An electronic device for generating and amplifying a radiofrequency carrier for transmission through space from an antenna.

C^I. See command, control, communications,

and intelligence.

cable. An assembly of one or more conductors within an enveloping protective sheath, constructed to permit the use of the conductors singly or in groups.

bubble memory. A storage medium that allows information to be stored on magnetically charged crystal chips. Bubble memories can hold data without electricity to sustain them; blackouts, changes in current, and static charges do not affect them. Such memories process material

75 times as fast as disk memories. However, bubble memory processors cannot handle multiprogramming, i.e., performing parallel operations with several programs.

cable television equipment. All equipment for both the head and subscriber ends of a cable television system.

cache. A fast, small memory (typically SRAM) used to enhance CPU performance, separate from main processor memory.

cache controller. A device that governs the area of a system that stores only data the system may need in the immediate future.

budgeting. An application that supports future resource planning.

building automation. A software application with the primary functions of managing the operations of a facility, including fire detection, energy management, and alarm systems. Large manufacturing plants and skyscrapers use real-time computers to control and monitor conditions. This may include fire detection and control systems; security systems; clocking, documenting, and energy management for heating, ventilation, and air conditioning.

CAD. See computer-aided design, drawing, or

drafting.

CAE. See electronic computer-aided

engineering and mechanical computer-aided

engineering.

CAGR. See compound annual growth rate.

calculator. A device capable of performing logical and arithmetical digital operations of any kind.

calendaring. 1: An application to support the scheduling of meetings and other events. It is usually a tickler file, reminding people of upcoming commitments. 2: In the papering industry, paper with a hard, smooth finish.

bulk gas. A discrete delivery of gas in a liquid state.

bundled distribution and warehouse package.

Hardware and/or software modules used for planning and control of warehouse or product distribution systems. These packages are not available separately from the total warehouse or distribution system.

call management systems. The equipment and service that records the calling activity of a centrex, PBX, or key telephone system in order to generate reports that support telephone cost allocation and other telephone management information needs.

business. A commercial or mercantile environment usually referred to as a vertical market. See

"User Environment" section.

byte. 1: A single group of eight bits processed together. 2: The number of bits that a computer processes.

call processing equipment. Call processing equipment provides additional functions and capabilities beyond traditional call processing.

This classification includes add-on products such as voice-messaging systems, call accounting systems, and automatic call distributors.

CAM. See computer-aided manufacturing.

capacitor. A commonly used component that stores electrical energy. It is sometimes referred to as a condenser.

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capital assets. An application that assists a company in managing its capital assets, which are any physical property or right that is owned and has a money value.

capital spending. The purchase of a capital asset or an asset that is needed to create a product and is acquired with the intention of keeping (rather than being resold).

CAT scanner. A computerized axial tomography—frequently shortened to CT. A reconstructive imaging technique employing an X-ray source and array of detectors rotated about the body of the patient. The host computer calculates an image based on the appearance of a thin volume in the plane of the rotation.

CBIC. See cell-based integrated circuit.

captive production. The sale of a good to a division within the manufacturing company.

CCD. See charge-coupled device.

carrier equipment. A cable-based system that provides transmission of multiple signals over a common metallic or fiber-optic cable. This segment includes subscriber carrier systems, trunk carrier systems, Basic Exchange Transmission

Radio (BETR) systems, and repeaters.

CCIT. A French acronym for the International

Telegraph and Telephone Consultative Committee, a committee of the international standards organization made up of telecommunication authorities of member countries. The committee's primary purpose is to develop and produce standards for telecommunication networks.

cartography. An application that supports map production and/or resource management. May contain a spatially indexed data structure.

CCME. See computational chemistry/molecu-

lar engineering.

CCTV. See closed circuit television.

cartridge tape drive. A tape drive that uses a special metal and plastic protective device for the tape, which can be used for 1/4-inch or 1/2-inch tape products.

CD. See critical dimension and compact disc.

CD-ROM (compact disc read-only memory).

See CD-ROM disc drive.

CASE. See

CD-ROM disc drive. All CD-ROM discs are

engineering.

4.7 inches (12cm) in diameter, have a 1.6-microinch-pitch single-spiral track, and have 2.048 data bytes per sector.

cash register. A device that automatically registers visibly the amount of a specific sale. Many are used to trace inventory and other product information through the sale of the product.

cell-based integrated circuit (CBIC). An ASIC device that is customized using a full set of photomasks and uses automatic placement of cells and automatic routing.

cassette tape drive. A tape drive that uses a small container of tape similar to that used for commercial audio recording purposes.

cellular handset. See cellular telephone.

cellular service. One type of mobile communications, where a low-power radio is used between limited-distance " cells."

cathode ray tube (CRT). A television-like display screen which, on receipt of information bearing electronic signals, produces a visual display of the information (text, graphics). The

CRT consists of a vacuum tube display in which a beam of electrons is projected onto a fluorescent surface of phosphors, producing a visual display.

Used in most computer display terminals. Also referred to as video display terminal/visual display tube (VDT).

cellular telephone. Mobile radio equipment associated with cellular radio services.

central office (CO).l: The physical location that contains the equipment that supports the telephone network. 2: The switching equipment that connects local access lines to toll circuits.

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central office switching equipment. Equipment comprised of electronic systems that interconnect local telephone lines (loops) and connect local telephone lines to long distance trunk lines. and a receiving channel or a combined sending and receiving channel. 3: A transmission path between two or more points.

central processing unit (CPU). A microprocessor or microcontroller. Central processing unit of a computer. centrex. An optional service that provides voice/ data switching by using the utility's central office.

CISC MPU. See complex-instruction-set com-

puting microprocessor.

citizens band: mobile and base. A frequency band allocated for private individual radio service (460 to 470 megahertz or 26.965 to

27.405 megahertz).

charge-coupled device (CCD). ICs that combine charge-coupled signal transfer with arrays of photosensors to provide image sensing. CCDs are available as linear or area arrays.

civil aerospace. Civilian travel in space.

civil aircraft flight system. Same as military aircraft, except related to civilian activity.

chart. Any table, graph, or drawing depicting a range of technical data.

civil application. A software application used for civil engineering tasks, typically for design and drafting of sites for buildings, streets, highways, bridges, dams, airports, and utilities.

chart and map generation. A graphics software application that is designed specifically for charts and predefined maps.

check-handling system. A system to improve the speed and accuracy of check-handling processes within the banking and finance industries.

chemical vapor deposition (CVD). A formation of a stable compound on a heated substrate by thermal reaction or decomposition of gaseous compounds. A process that chemically isolates and deposits a specific material on a wafer. CVD equipment includes atmospheric-pressure CVD

(APCVD), plasma-enhanced CVD (PECVD), and low-pressure CVD (LPCVD) techniques.

Historically, the CVD market was split into

APCVD, PECVD, and LPCVD technologies, because each had its own applications. Now, because of advanced reactors that are crossing application boundaries, it makes more sense to divide the market by film application rather than by equipment technology.

chemistry. 1: An application to support the science dealing with the composition structure and properties of substances and with the transformations that they undergo. 2: Chemical processes and phenomena.

civilian space. Equipment used by civilians to explore the earth's atmosphere. Includes satellites, reconnaissance equipment, and ground control equipment.

civil navigation/communication. Same as military navigation/communications, except related to civilian activity.

civil radar. Same as military radar, except related to civilian activity.

civil simulation and training. Same as military simulation and training, except related to civilian activity.

closed circuit television (CCTV). A television system where television signals are not broadcast, but are transmitted over a closed circuit and received by interconnected receivers.

CMOS. See complementary MOS.

CO. See central office.

coaxial cable. Type of transmission cable with one or more central conductors, surrounded by an insulator.

CODEC. See coder/decoder circuit.

circuit. 1: The electrical path between two or more points. 2: A means of two-way communication between two points, consisting of a sending

coder/decoder circuit. An integrated circuit that codes a voice signal into a binary waveform or decodes a binary waveform into a voice signal.

Such circuits now are used in digital communications applications.

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college. A postsecondary school that offers general or liberal arts education, usually leading to an associate, bachelor's, master's, doctor's, or first professional degree. Junior colleges and community colleges are included under this category.

communication peripheral. An interface device for machine-to-machine connections.

compact disc (CD). A disc from which data are read optically by means of a laser.

color prepress. A process that converts visual material to electronic signals.

color separation. A process of photographing objects using three filters, each corresponding in color and light transmission to one of the additive primary colors; analogous to seeing.

compact disc player. 1: A recording and playback system used to play recorded music by means of a small plastic optical disc similar to multiplex stereo broadcast and reception. Each wall of the record groove carries a single channel of information. 2: A recording device in which the sounds are mechanically impressed onto a disc.

color television. An electronic system that transmits signals to a visual image that can be viewed in an array of colors on a screen.

comparator. A type of amplifier that produces a logic output (1 or 0) based on comparison of an input voltage with a fixed reference voltage. A widely used form of linear integrated circuit.

combined elementary and secondary school. A school that encompasses instruction at both the elementary and secondary levels. Examples of combined elementary and secondary school grade spans would be 1 through 12 or 5 through 12.

combined PCB tester. Testing equipment that combines functional and in-circuit test techniques and capabilities that result in a test strategy to suit any given board's production history and fault spectrum to achieve the highest board fault coverage at the lowest cost.

command, control, communications, and intel-

ligence (C^I). Systems used to display the ongoing status of tactical or strategic operations in dynamic scenarios for rapid decision making.

compiler. 1: Computer routine that translates symbolic instructions to machine instructions and replaces certain items with subroutines. 2: An automatic coding system in a computer that generates and assembles a program from instructions written by a programmer. 3: A computer language system consisting of various subroutines that have been evaluated and computed into one routine handled by a computer. 4: Software used to convert application programs from computer language to machine language.

commercial antenna. See antenna.

commercial meteorological and general-

purpose instrument. Equipment used to obtain quantitative information about the weather.

communication. 1: The transmission of information from one point or person or equipment to another. 2: The sensing of a measurement signal or phenomenon for display, recording, amplification, transmission, computing, or processing into useful information.

communication management. The organization of stations, peripherals, and devices capable of intercommunications but not necessarily on the same channel.

complementary MOS. A semiconductor technology that uses both P-channel and N-channel transistors on the same silicon substrate to gain the primary advantages of very low power and high noise immunity.

complex-instruction-set computing (CISC) mi-

croprocessor. The number of instructions a microprocessor runs for a specific application.

Known as a general-purpose processor.

component. An assembly, device, or piece of equipment that is part of a larger assembly or system.

component design. Design of the individual components in an assembly.

composite analysis. The analysis of composite materials (such as carbon fiber) as they change in the manufacturing process and are used in the final assembly.

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compound annual growth rate (CAGR). The average rate of growth compounded over a specified period. The formula used to calculate

CAGR is:

computer storage tape media. Long, thin, flexible tape appropriate for digital magnetic recording and storage of computer data.

^Value in period l + n \ ( - ) y Value in period 1 /

computer system. A combination of hardware, software, firmware, and peripheral components that has been assembled to satisfy a particular goal or set of goals.

computational chemistry/molecular engineer-

ing (CCME). The use of computers to model molecular structures, to predict physical properties of molecules, and to design new compounds for specific purposes.

computer-aided design (CAD). Systems that function as tools to expedite mechanical and electronic design. Most CAD systems consist of a graphics computer terminal linked with a computer and a software package with features that aid in design and drafting, keep track of parts, run simulations, and provide illustrated parts or circuit diagrams. Programs complete the layout, geometric transformations, projections, rotations, magnifications, and interval (cross-sectional) views of a part and its relationship with other parts.

computer systems performance segments. The following are Dataquest segments for computer systems performance: Level I—low-performance minicomputers, microcomputers, and personal computers; Level II—medium-performance minicomputers and microcomputers, very low end workstations, and high-end personal computers;

Level III—low-performance superminis, midrange workstations, and high-performance minicomputers; Level IV—midrange superminis, lowend mainframes, and high-end workstations;

Level V—high-performance superminis and midrange mainframes; Level VI—low-end supercomputers and very high performance superminis; and Level VII—supercomputers and high-end mainframes.

computer-aided manufacturing (CAM). The use of computers to program, direct, and control production equipment in the fabrication of manufactured items.

computer-aided software engineering (CASE).

A combination of artificial intelligence and structured programming techniques used to aid in the development of large software programs.

computer to PBX interface/digital multiplex

interface (CPI/DMI). Two different standards for communication between systems.

computer to plate. A process that merges type and black-and-white images and combines the functions of typesetting, camera photography, and contact platemaking.

computerized energy control system. A system with the resources for producing heat, electricity, and/or power and the capability of running on computers.

conceptual design. An application that supports styling, industrial design, and other design applications emphasizing visualization, aesthetic, and ergonomic considerations.

connector. A device used to join or fasten transistors, establishing a relationship between active and passive devices.

computer plotter. A visual display on which a dependent variable is graphed by an automatically controlled pen or pencil or other image development device/technique as a function of one or more variables. See also plotter.

consortium. An international business agreement; an association or society.

consumable. Material that is capable of being consumed.

computer storage media. The substance upon which data are stored electronically. Media may be flexible disks, rigid disks, tape, or optical disks.

consumer electronics. The application of electronics in consumer equipment.

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consumer integrated circuit (IC). An analog circuit that meets specific consumer end-market applications. These circuits are dedicated to specific applications, such as audio or radio, and would not be used for general purpose.

cordless telephony. The transmission of speech or other information via radio, enabling two persons to converse over almost any distance without a connecting cord to a base unit.

consumer N.E.C. Consumer equipment not elsewhere classified.

consumer radio. A device used by the general public for communication by electromagnetic waves transmitted through space to produce sound.

corporate publishing. PubUshing that supports the main business of an organization or person; printed and published products are produced in the normal course of operations, but not as a primary source of revenue.

consumption. The markets' purchase and use of goods and services, including lease or rental.

contract administration. The management of agreements between a company and its vendors and/or customers.

corporate supercomputer. An information system priced at more than $2 million. Performance speed is more than 200 mflops; current upper limit is approximately 2 Gflops. Currently used mainly for batch applications, but the trend is toward interactive use. Optimized for very heavy, numerically intensive applications. Requires special environmental controls and cooling techniques.

cost. The expenditure necessary to produce a product.

contract maintenance service. Ongoing repair services based on agreed upon terms and conditions (such as hours of coverage and level of services) as stipulated in a written agreement between the customer and the service provider.

cost accounting. An application that supports a branch of accounting that is concerned with the collection, determination, and control of costs, particularly those costs associated with producing products or services.

controller. A device or group of devices that serve to govern, in some predetermined manner, the electric power delivered to the apparatus to which it is connected.

counter/timer circuit. A circuit that receives uniform pulses representing units to be counted and provides a voltage proportional to their frequency.

controller board. A printed circuit board that provides programmable logic that controls the sequence of operations of the functional stages of a peripheral device.

conversion revenue. The revenue generated by changing from an equipment rental contract to a purchase or lease contract.

counting device. A device register or location in computer storage for storing numbers or number representations in a manner that permits these numbers to be increased or decreased by the value of another number or to be changed or reset to zero or to an arbitrary value.

CPE. See customer premise equipment.

coordinate measuring machine. Machine used to measure the physical dimensions of a part.

CPI/DMI. See computer to PBX interface/digi-

tal multiplex interface.

CPU. See central processing unit.

copier. A reproduction device designed to produce replicas of hard-copy originals. Copiers may use either an analog or a digital scanning system.

critical dimension (CD). Refers to a line, element, or feature that must be manufactured and controlled to very tight specifications. coprocessor. A logic device that operates in association with a microprocessor to enhance system performance. Coprocessors are not capable of independent operation.

CRT. See cathode ray tube.

CT2. See digital cordless telephone.

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custom/contract programming. Programming services that include applications development and software systems conversions. updating, and retrieving information stored as data items, commonly referred to as data files.

customer management. A software application used to maintain lists of purchasers of a company's products and services.

database publishing. A system with the main purpose/use of printing the ordered collections of data.

data capture. A process that takes possession or control of information.

customer premise equipment (CPE). Telecommunication equipment used at an end user's location, as compared with use at the local telephone utility.

data center. A program designed primarily to acquire, analyze, process, store, retrieve, and disseminate one or more types of data.

customer training/education service. Activities designed to instruct customers in the installation, usage, programming, management, and maintenance of hardware, software, and networking products.

data center construction/relocation services.

Services in which a vendor performs or manages the contracting of site management services including the design and building of a customer's data center and/or the relocation and installation of customer's equipment.

custom integrated circuit. A handcrafted, single-user integrated circuit that is customized using a full set of photomasks and requires manual placement and routing. Can be either bipolar or

MOS technology process.

datacom equipment. See data communications

equipment (DCE).

CVD. See chemical vapor deposition.

D daisywheel. See printwheel.

DAT. See digital audiotape.

data communications equipment (DCE). Equipment used for transmitting data between points of origin and reception. It includes products such as modems, statistical multiplexers, T-1 multiplexers, front-end processors, data PBX systems, data network management systems, DSU/CSU equipment, local area networks, and private packet data switching equipment.

data acquisition and control.

See real-time

data acquisition and control.

data converter. An integrated circuit that changes alternating current to direct current or direct current to alternating current.

database. The entire body of data that has to do with one or more related subjects. Typically, it consists of a collection of data files stored in a computer system.

database administration. A control program function that provides access to data sets, enforcement of data storage conventions, and regulation of the use of input/output devices.

data creation. The process of producing or originating information.

data network management system. A product or device that diagnoses, isolates, reinstates, or accumulates information for network components or provides reports and analysis of network performance.

database management system (DBMS). 1: A software application that provides storage maintenance functions for data stored in sequential, hierarchical, relational, or object format. Example of DBMS products include FOCUS (hierarchical), Ingres (relational), and GBASE (object oriented). 2: A systematic approach to storing,

data PBX system. A digital private branch exchange system that allows terminals to switch and contend for computer ports by providing

RS-232-C connections. This system does not provide voice switching. Data PBX base units and add-on channels also are included in this classification.

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data processing (DP). 1: The preparation of source media that contain data or basic elements of information and the handling of such data according to precise rules of procedures to accomplish such operations as classifying, sorting, calculating, summarizing, recording, and computing.

2: The handling of information in a sequence of reasonable operations. execution technique from scalar processors, such as mainframe computers and superminicomputers, and is typically configured as a uniprocessor rather than a parallel processor. Typical environment is a "cool room" with a raised floor and/or an ordinary office with no special environmental controls. Number of concurrent users typically ranges from 10 to 50.

data service unit (DSU) and channel service

unit (CSU). These provide an interface to digital services, such as the AT&T Dataphone Digital

Service (DDS).

deposition. The layering of various chemicals on a wafer. The introduction of dopant to wafers in high-temperature furnaces, chemical vapor deposition (CVD), sputtering, and implant.

data storage device. A product designed to hold data until needed. Storage devices are rated by technology (rigid, flexible, and optical disk drives and tape drives), physical size in inches (diameter for rigid and flexible disk drives, width for tape drives), and capacity in bytes. (See also disk

drive, tape drive.)

deposit/loan management. An application that facilitates the control and earning potential of loans and deposits.

design layout. An initial design process in which the major components and part interfaces are defined.

data translation. 1: A device that transforms computer information to data from one language to another language without affecting the meaning. 2: To change one binary word to another.

DBMS. See database management system.

desk-side personal computer. The desk-side personal computer meets all the qualifications listed for desktop personal computers but is further defined as being a personal computer that has been specifically designed to be placed next to or under the computer operating or desk surface, including foot/stand on bottom of system.

DCE. See data communications equipment.

dealer. 1: Independent businesses selling products under contract to one or more vendors. 2: A product reseller selling to end users. A dealer's primary added value is distribution; secondary added values are service, training, and support.

desktop personal computer. The desktop computer classification includes all personal computers except those products that are designed and sold as local area network servers, desk-side personal computers, and all forms of portable computers. Further, these systems are based on keyboard input devices.

defibrillator. An electronic instrument used for stopping spontaneous, local contraction of muscle fibers (fibrillation) during a heart attack by applying controlled electronic pulses to the heart muscles.

desktop publishing. 1: Generalized computing platforms used to perform electronic publishing tasks as one of many applications. 2: The formatting of text and graphics into publishing-quality printed output.

departmental supercomputer. An information system with price ranging from $100,000 to

$2 million. Performance speed ranges from 10 to

200 mflops. Acquired usually by users who need heavy number-crunching capabilities but cannot afford a full-scale supercomputer costing more than $2 million. This computer is a vector processor and thus uses a fundamentally different

desktop terminal equipment. Telecommunications equipment that is actually used on a desktop. This segment includes products such as single-line telephone equipment and integrated voice/data workstations.

desktop video. Tabletop televised images.

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detail drafting. The representation of a part in standard geometric drafting format. This representation will include all part geometry dimension and notations describing mechanical/structural, functional, and material characteristics.

digital access cross-connect system. A system that is composed of multiplex equipment that allows digital lines to be remapped electronically at a different digital level.

detection and tracking. A real-time application that detects, tracks, and controls various systems and processes. (See also data acquisition

and control.)

digital audiotape (DAT). A 4mm helical scan device (i.e., data recorded at an angle rather than parallel).

digital cordless telephone. Mobile telephone that uses digital radio transmission technology.

CT2 is a standard for these devices.

device interface. 1: An electronic device that enables one piece of gear to communicate or control another. 2: A device linking two incompatible devices. 3: A card containing circuits that allow a device to interface with other devices.

diagnostic. 1: Pertaining to the detection, discovery, and further isolation of a malfunction or mistake. 2: Medical applications that aid in diagnosing medical problems. X-rays, CAT scans, and ultrasound are examples.

digital design verification. A software application that includes logic simulation, timing analysis, hardware accelerators, hardware modelers, electrical rule checking, mixed signal simulation, transmission line simulators, and signal noise analysis.

digital panel meter. 1: An electrical switchboard or instrument board using continuously variable electrical signals known as analog signals. 2: Digital signals versus analog signals. dialysis. The separation of substances in solutions by means of their unequal diffusion through semipermeable membranes.

diathermy. The therapeutic use of high-frequency electric currents to produce localized heat in body tissue.

digital radiography. Equipment used for electronically detecting the arrival of X-ray photons transmitted through or emitted from an object on various media and converting the sensed analog signals to digital signals.

dictating/transcribing machine. A device that automatically records human speech onto a form of magnetic tape that can be played back for transcription.

digital signal processor (DSP). High-speed general-purpose arithmetic unit used for performing complex mathematical operations such as

Fourier transforms. diffusion. 1: A process used in the production of semiconductors that introduces minute amounts of impurities into a substrate material. 2: The movement of particles away from regions of higher concentration caused by the random thermal motion of atoms and molecules to areas of lower concentration.

digitizer. A device used for the creation of digital information from alphanumeric or line artwork.

More sophisticated digitizers are able to reproduce halftone images and usually are termed scanners.

diode. 1: A semiconductor device used to permit current flow in one direction in a circuit and to inhibit current flow in the other direction.

digital. 1: Pertaining to the class of devices or circuits in which the output varies in discrete steps. 2: Circuitry in which data-carrying signals are restricted to either of two voltage levels, corresponding to logic 1 or 0.

direct channel. The sale of equipment directly to the end user by a vendor that contributes significant development or integration to the product.

Can be either sales of complete systems by turnkey vendors or sales of components of systems sold by individual suppliers.

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direct memory access (DMA). A computer feature, set up by the central processing unit (CPU), that provides for high-speed direct data transfer from a peripheral device to the computer memory or to magnetic disk or tape storage units. This feature releases CPU time to perform other procedures. Most DMA devices employ a CPU-cyclestealing approach.

direct sales force. A sales method that employs a sales force to move a product through the distribution channel by making face-to-face contact with the consumer. Also referred to as outside sales.

direct thermal printer. A printer that uses pointspecific heat and heat-sensitive substrate that change color when exposed to heat.

direct write e-beam. Equipment used in semiconductor manufacturing where electron beams are used to create heat that will expose selected areas of a wafer's surface to create a specific design. (See also lithography.)

disaster recovery and contingency planning.

The planning and implementation of data backup and recovery procedures for a customer's site, based on an analysis of the critical business functions.

discrete component testers. Equipment used to test, check, and monitor the functionality of devices that have a single functional capability per package. These devices include resistors, capacitors, diodes, transistors, and other devices not classified as integrated circuits.

discrete device, security energy management.

A circuit complete in itself used in the security and energy industries.

discrete semiconductor. An individually packaged semiconductor component complete in itself, such as a diode or transistor.

disk. 1: A high-capacity random-access storage device. Data are written onto and read from the surfaces of a stack of revolving record-like disks coated with magnetic material. May be fixed or removable. Capacity ranges from 0 to more than

1,000 pages per disk. Referred to as a rigid disk.

(See also random access.) 2: A random-access magnetic storage medium in the form of a platter or thin wafer. (See also magnetic disk.)

disk drive. The unit that controls the reading and writing of disks.

disk drive IC. An analog IC designed for the mass-storage peripheral market. These ICs include read/write amplifiers, data separators, data processors, servo controllers, and motor controllers.

diskette (floppy disk). A record-like disk of magnetically coated Mylar enclosed in a protective square envelope. Holds from 80 to 250 pages of text. Unlike cassettes or cartridges, which store text serially, diskettes are formatted in a random manner, which allows faster access.

disk, magnetic. A storage device containing information recorded on the magnetizable surface of a rotating disk; a magnetic disk storage system is an array of such devices, with associated reading and writing heads mounted on movable arms.

disk operating system (DOS). 1: A computer system based on the Intel 80XX or 80XXX architecture that use the MS/PC-DOS operating system software. 2: An operating system that uses magnetic disks as its primary on-line storage.

dispatching. A software application used to execute the route plans of multiple vehicles, taking real-world events into account.

display peripheral. A component used to address the man-to-machine interface, whereas communication peripherals are used to address the machine-to-machine interface.

distribution. 1: The act or process of distributing.

2: The path by which a product moves from the manufacturer to the ultimate end user. 3: To place or position so as to properly apportion over or throughout an area.

distribution channel. The route taken either by the title to a product or by the physical product itself as it moves from the producer to the ultimate end user. The channel for a product extends to the last consumer who buys it without requesting any significant change in its form. When form is altered and another product emerges, a new channel is staned.

distribution frame. A unit for terminating telephone wiring. This unit is typically used for terminating and cross-connecting telephones to the switching system.

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distribution method. A method employed to move a product through the distribution channel.

It is separate and distinct from the channel in that many channel members may employ the same distribution method.

drive. See tape drive.

drive, disk cartridge. A disk drive using a removable one- or two-platter cartridge; may incorporate a fixed-media capability.

distributor. A wholesaler that sells to other resellers or end users. The distributor's primary function is to stock the inventory of multiple manufacturers to provide volume buying power to its end users.

DMA. See direct memory access.

drive, fixed Winchester. A disk drive that includes all fixed-media Winchester drives.

driver information. An electronic device used to assist the driver by giving visual or audio signals for direction. Examples include digital gauges, service reminders, digital clocks, trip/navigation computers, heads-up display, audio annunciator,

CRT display, miles-to-empty indicator, and shift indicator.

documentation/drafting. A software application that includes detail drafting, schematics, technical illustration, charts, specifications, bills of materials, training manuals, and other drawing- or drafting-related applications. International standards such as ISO, DIN, or ANSI can be used to define text and feature format.

dry etch. A technique in semiconductor manufacturing used to produce more uniform pattern definition on wafers without immersing the wafer in a liquid bath. Techniques include plasma etching and reactive etching through which gases and energetic ions remove unwanted chemical material from a wafer.

document management. A documentation system, generally computerized, that links and tracks all documents (drawings, procedures, specifications) related to an assembly or process.

dry silver. A photosensitive film or paper coated with silver compounds that is developed by the application of heat. Popularized by 3M.

dopant. Atoms of materials such as phosphorus, boron, or arsenic that are diffused into silicon to create resistors, diodes, and transistors.

DOS. See disk operating system.

dry strip. A process in semiconductor manufacturing for removing photoresist from the wafer after etching. Dry strip comprises barrel strippers and single-wafer strippers.

dot matrix printer. A printer that produces images through selective printing of dots chosen from a dot array matrix. Dot matrix printers are segmented by the number of wires in the printhead: 9, 18, or 24 and greater wires. Within these technology segments, additional segments are defined by speed of printing, expressed in characters per second (cps).

DSMPU. See DSP microprocessor.

DSP. See digital signal processing.

DSP microprocessor (DSMPU). A generalpurpose, programmable integrated circuit similar to a conventional microprocessor. Its distinction is characterized by the efficiency with which it implements repetitive multiplications and additions required by DSP algorithms.

DP. See data processing.

DRAM. See dynamic random-access memory.

DSU/CSU. See data service unit (DSU) and

channel service unit (CSU).

DRAM controller. A device that governs

DRAMs in some predetermined manner. Holds a process or condition at a desired level or status as determined by comparison of the actual value with the desired value.

DTMF. See

signaling. dual-tone multifrequency

dual-disk drive. A system that provides for the use of two disks at the same time.

drilling programmable machine tool. A machine tool fitted with an end-cutting tool that is rotated with sufficient power to create a hole or enlarge an existing hole in solid material.

dual-tone multifrequency signaling (DTMF). A standard signaling method for touch-tone telephones using a combination of two different tones for any button pushed.

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duplicator. 1: A small offset printing press that uses a planographic image carrier. These presses are usually capable of one or two colors and are smaller, easier to operate, but less sturdy than offset presses. 2: Machine that requires a special master to make copies but produces copies at a higher rate of speed than copying. It differs from printing in that a direct-image master is used that yields a limited number of copies. Offset, spirit, gelatin hecto, stencil, and sometimes xerography are considered duplicating processes. (See also

copier.)

EDA. See electronic design automation.

education. The process of providing schooling or training by formal instruction and supervised practice.

educational publishing. A system with the main purpose/use of printing materials used for the process of educating.

EEPROM. See electrically erasable program-

mable read-only memory.

dynamic random-access memory (DRAM). A random-access memory device that must be electrically refreshed frequently (many times each second) to maintain information storage. DRAM densities can range from 16K, with approximately

16,000 bits, to 16Mb, with approximately 16 million bits.

elapsed time meter. An electronic measuring instrument that counts the actual time taken to observe a recurring event.

electrically erasable programmable read-only

memory (EEPROM). A nonvolatile memory device that can be erased and programmed electrically.

E

8mm tape cartridge. A class of tape drives using

8mm cartridges; used in camcorders.

electrocardiograph. An instrument used to graphically record electrical manifestations of heart activity obtained from the body's surface.

electroencephalograph. An instrument used to graphically record electrical discharges of the cerebral cortex by electrodes attached to the surface of the scalp.

E-1 multiplexer. An electronic device that consolidates or pools multiple digital streams representing voice or data signals onto a single highspeed E-1 data line. An E-1 line operates at

2.048 Mbits/second, a standard within Europe.

See T-1 multiplexer for U.S. standard.

earth resources application. Studying the earth resources by performing seismic analysis, mapping, and oil field services.

EATE (electronic automatic test equipment).

See automatic test equipment. electronic calculator. A product with components that perform calculations and digitally display results. (See also calculator.)

electronic computer-aided engineering

(ECAE). Computer-aided tools used in the engineering or design phase of electronic products (as opposed to the physical layout phase of the product). Examples of ECAE applications are schematic capture, simulation, and test pattern creation. ECAE systems are used most often by electrical engineers.

e-beam. A sophisticated system used in semicon-

electronic design automation (EDA). Comductor manufacturing that uses an electron beam puter-based tools that are used to automate the for maskmaking or for projecting patterns onto wafers. E-beam equipment allows smaller geomeprocess of designing an electronic product, including boards, ICs, and systems. Formerly referred tries (typically less than 1 micron) than are possible under other production methods. to as ECAD.

ECL. See emitter-coupled logic.

electronic forms generation. The process of

ECAE. See

electronic computer-aided

automatically producing documents requesting information.

engineering.

electronic game. Home electronic games that typically are attached to television receivers.

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electronic keyboard. A keyboard on which characters are generated or encoded by electronic means, usually by contact closure, as opposed to mechanical linkages. Electronic keyboards have a different feel, and some have a built-in artificial bottoming feel and/or audible click to assure the operator a key actually has been depressed.

electronic mail (e-mail). An application that supports the movement of information between users connected to a networked computer system.

electronic musical instrument. An instrument that allows the transmission of musical sound by the use of transistors.

electronic publishing. Fully integrated automation of the printing procedure.

electronic warfare (EW). Electronic operations between enemies. Includes warning receivers, jammers, assorted electronic countermeasure systems, and associated test equipment.

electrostatic plotter. A plotter using the corona from high voltages applied to needles or nibs to produce shaped electrostatic charges on paper; toner is attracted to the charged area, and heat and pressure are used to fuse the toner to the paper.

elementary/secondary school. A regular school, defined as schools that are part of state and local school systems and most nonprofit private elementary/secondary schools, both religiously affiliated and nonsectarian.

e-mail. See electronic mail.

emerging technology. A technology that is not in widespread use and that appears to have potential for widespread acceptance.

encryption unit. A device that encodes/decodes data, voice, or video transmissions for security purposes.

end user. The final purchaser of a finished product.

end-user average selling price. The average price that a user pays for a product inclusive of channel markups and discounts.

end-user revenue. End-user average selling price multiplied by shipment quantity.

enhanced service. Equipment and service charges associated with enhanced data communication networks, which may include protocol, electronic mail, or facsimile.

enrollment. In education, the total number of students registered in a given school unit at a given time, generally in the fall of a year.

entertainment system. 1: Electronic equipment used for amusement or pastime and not intended to, but may, increase productivity or skill. Examples include: radio, seek/scan, graphic equalizer, power amplifiers, noise reduction, cellular telephone, optical disk, CB radio, and digital audiotape. 2: A computer application to keep or hold the mind, something directing or engaging.

entry-level workstation. A low-cost computer workstation, priced less than $15,000. It is targeted at the end user who is sensitive to price.

This segment tends to be dominated by occasional users who are not paid for producing documents on their system. Entry-level workstations mainly run 2-dimensional graphics and have a rating of less than 12 mips and a rating of 0.5 to

1.5 mflops.

emitter-coupled logic (ECL). 1: A form of integrated circuit used to implement very high speed logic functions. 2: The emitters of the input logic transistors are coupled to the emitter of a reference transistor.

environment. Where a product is used ultimately.

epitaxial wafer. Single-crystal silicon grown on a crystalline silicon substrate. employees. All civilians, who, during a reference time period, did any work for pay or profit (minimum of an hour's work) or worked 15 hours or more as unpaid workers in a family enterprise.

encryption. Process of encoding data, voice, or video transmissions for security purposes.

EPROM. See

erasable programmable readonly memory.

equipment/maintenance management. A software application that assists in the management of equipment and the respective maintenance requirements and contracts. May also calculate depreciation.

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erasable programmable read-only memory

(EPROM). A nonvolative memory device that can be erased by ultraviolet (UV) light and reprogrammed by the user.

ET. See typewriter.

facsimile (fax). 1: An electronic device that uses telephone lines to transmit documents to and receive documents from a second facsimile machine. 2: An exact copy or the process of transmitting printed matter or still pictures by a system of either telephones, telegraph, or radio for reproduction.

etch-and-clean equipment. Equipment used in semiconductor manufacturing to remove and clean material from wafers.

EW. See electronic warfare.

factory automation equipment. Equipment that includes various types of capital equipment that are automated and used throughout a manufacturing facility.

expenditure. Charges incurred, whether paid or unpaid, which are presumed to benefit the current fiscal year. These include all charges for current outlays plus capital outlays and interest.

factory average selling price.The average price per unit that is paid for a product. This figure takes into account discounts given to the distribution channel and multiple-purchase discounts.

export. The delivery of products to a foreign country for the purpose of trade or sale.

factory revenue. The amount of money received by a manufacturer for its goods.

F

fab. Abbreviation for wafer fabrication. See

fabrication.

fabrication. A manufacturing operation that makes components rather than assemblies.

fast packet switch. A packet-switching technique in which small packets are switched at high-speed using hardware for the transport of voice, data, and video.

fast SRAM. A static RAM device that runs at speeds less than 70 nanoseconds. (See also static

random-access memory.)

fabric ribbon. Fabric ribbons are struck repeatedly by the print mechanism until all the ink is depleted. Such ribbons are used commonly for general-purpose printing and are the most economical and durable ribbon substrate. Most fabric ribbons are made of nylon and are available in several forms, e.g., cartridge or web ribbon.

facilities design/management. A software application used to lay out, inventory, and manage assets (such as personnel, space, equipment, and utilities) within a building or geographic service area.

fatigue. In electronics, the degradation of the performance of materials, parts, or circuits with time.

fault detection, fault management, and adap-

tive control. A software application that determines if a manufacturing system or a process is functioning or performing within control limits.

Fault management and adaptive control is a control method in which control parameters are continuously and automatically adjusted in response to measured process variables to achieve near-optimum performance.

facilities management service. The responsibility of providing ongoing administration of a data processing or communications facility by a vendor.

facility planning and simulation. A facility system model is exercised and refined through a series of simulation steps until a detailed, optimum configuration is reached.

fax. See facsimile.

FDDI. See fiber distributed data interface.

federal government. A form of government in which power is distributed between a central authority and a number of constituent territorial units.

FERRAM. memory.

See ferroelectric random-access

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ferroelectric random-access memory (FER-

RAM). A nonvolatile, radiation-hard, fast read/ write memory that can store data over long periods of time without power.

fixed media rigid disk drive. A fixed media rigid disk drive has the platter enclosed in a housing that is not designed to be accessible to the user.

fiber distributed data interface (FDDI). A standard for high-speed packet switched data.

fixture design. The design of a variety of structural aids that hold the component or assembly during the manufacturing process.

flexible disk. See flexible disk computer stor-

age media.

fiber optic. 1: The technique of transmitting light through long, thin, flexible fibers of glass, plastic, or other transparent material. Bundles of fiber can transmit complete images. 2: A technique used in electromagnetic wave propagation in which infrared and visible light frequencies are transmitted by a light-emitting diode (LED) or a laser through a low-loss glass fiber. This method is used in very high frequency (VHP) radiation transmission.

flexible disk computer storage media. A flexible disk made of a 3-mil polyester substrate coated with gamma ferric iron oxide particles dispersed in an epoxy binder and encased in a vinyl jacket. These are commonly supplied in 3.5- or

5.25-inch diameters.

field-programmable gate array (FPGA). An integrated circuit incorporating an array of programmable logic elements that are not preconnected.

Interconnections between the various elements are user programmable and consist of predetermined levels of interconnect that can be connected to, or disconnected from, other interconnect lines as defined by the user. Can be of either bipolar or MOS technology.

flexible manufacturing system programmable

machine tool. A manufacturing system that typically consists of a computer-integrated group of numerical control (NC) machines or workstations linked with material transfer devices for complete automatic processing of differing product parts or the assembly of these parts into different units.

floating-point coprocessor. A separate microprocessor used in the efficient handling of floating-point operations.

floppy (flexible) disk. A small, thin, electromagnetic media used for storing digital information.

field-programmable logic array (FPLA). A logic array in which programming is accomplished by blowing fuse links or shorting base-emitter junctions.

floppy disk controller. A device controlling the storage and retrieval of data from a floppy disk.

film ribbon. See single-strike ribbon or multi-

strike ribbon.

font generation. Process whereby typeface and size is selected.

finance. An application to support the management of money or other liquid resources and their respective management within an organization.

fixed asset. An application that supports the management of an organization's fixed assets, which are a capital asset that cannot be readily liquidated, such as plant, land, equipment, and long-term investments. Management of expected costs based on a specific level of production or other activity.

font management. The understanding, use, and control of fonts or typefaces that are displayed on a terminal or monitor, or printed out on a device such as a printer, plotter, or typesetter. Font management requires the understanding of the physical location of where the fonts reside—whether in diskette, hard disk, ROM, RAM, card, or cartridge. It also requires the knowledge of the type of font—whether bit map or outline, scalable or fixed point and pitch—and the applications and print system capability to address and place the fonts accurately on the screen or printing media.

fixed disk. A memory disk that cannot be removed from the read/write device, as opposed to a removable hard disk, diskette, or magnetic tape.

forecasting. To estimate in advance or anticipate; to predict future events, trends, business conditions, etc.

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form. 1: Any material that has been printed for the primary purpose of facilitating the entry of written information by hand or machine. A form has repetitive information printed in fixed positions. Blank paper may be included, especially if it is continuous and has undergone some alteration such as punching or perforating to facilitate manual or machine entries. 2: Allows the user to graphically design a form for publication—may include data entry and database capabilities.

Provides stimulus patterns and measurement verification that the UUT actually operates correctly.

funds transfer terminal. A machine used by financial institutions and designed to perform many of the banking functions performed by human tellers. (See also automated teller machine.)

G

GaAs. See gallium arsenide semiconductor.

four-year institution. An institution legally authorized to offer and that does offer at least a four-year program of college-level studies wholly or principally creditable toward a baccalaureate degree.

FPGA. See field-programmable gate array.

FPLA. See field-programmable logic array.

GaAs analog IC. There are two overlapping subsets in this segment; analog products and monolithic microwave integrated circuits (MMICs).

Analog products have output that are linearly proportional to their inputs and function at a varying range of frequencies across the spectrum, depending on particular device design. MMICs operate in the microwave frequency spectrum

(above 3 GHz).

front-end processor. A computer-based product expressly designed to relieve host computers of certain communications processing tasks. Included are remote concentrators that are not attached directly to a host computer. This segment does not include general-purpose computer systems functioning as front-end processors.

gallium arsenide semiconductor (GaAs). A compound of gallium and arsenic used as a semiconductor material. GaAs devices are relatively expensive devices exhibiting very low internal noise and very high speed.

game. A software application or activity engaged in for diversion or amusement.

full-color copier. A reproductive device that can recognize the full range of colors on an original and reproduce them using the three subtractive primary colors and produce a full-color copy.

gas. A consumable material used throughout the fabrication of semiconductor devices. Includes both bulk and specialty gases.

fully formed printer. A printer that prints fully formed characters by applying pressure on or to the paper and obtaining the characters from a wheel, band, type train, or drum. Such devices can be serial, fully formed printers and line, fully formed printers.

gate array. 1: An ASIC device that is customized using the final layers of interconnect. (Included in this category are generic or base wafers that include embedded functions such as static RAM.)

May be of either bipolar or MOS process technology.

functional design. An application that supports component design, assembly verification, linkage and mechanism design, and other detail or functional design activities.

gateway. Equipment or conceptual point that connects two otherwise incompatible systems.

(See also protocol converter.)

functional PCB tester. An equipment tester that accesses the normal input/output interface of the unit under test (UUT). Generally, this consists of the edge-connector pins, plus any special interface that may have been provided for testing.

general analysis. A software application designed to solve various technical problems and to further research subjects. The analysis is usually mathematical in nature and performed by scientists, physicists, chemists, biologists, and engineers.

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general ledger. A software application that supports the business function of entering accounting transactions and their subsequent transferring and reporting.

Includes the executive, legislative, judicial, administrative, and regulatory functions.

graphic design art. A method of applied art used to form a visual end product that conveys information. Methods include drawing, painting, photography, printing, and bookmaking.

general operating system. An operating system with use not restricted to a particular type of computer or a specialized application.

general productivity. A software application that is used to enhance productivity within general disciplines.

general-purpose computer system. A computer system that is not configured for a specific purpose but rather for a general application. This category includes supercomputers, minisupercomputers, parallel processor computers, mainframes, workstations, and the like.

graphics. Software that permits the pictorial representation of information at a screen or printer.

Early graphics packages showed bar charts or line graphs on a character-based terminal by placing characters such as + or * on grids created by repetitions of characters such as | and or _ . The term has come to apply usually to bit-mapped graphics, which are capable of processing images, freehand input, and icons on a pixel-by-pixel basis. Examples of graphics software include

MacDraw and MacPaint.

general-purpose input/output (I/O) circuit. A circuit that permits a system to communicate via a wide variety of input/output (I/O) devices with the outside world, which can include printers, modems, and monitors.

general test equipment. Test equipment not included under the definition of automatic test equipment (ATE).

geographic information system (GIS). A mapping software application that contains the functions of cartographic software and also allows data analysis through Boolean operations on multiple data layers.

graphics/animation/imaging. A software graphics application used by scientists and engineers to process and display complex technical data. It also includes applications that use computers to generate or manipulate graphics images that are the end product, i.e., cartoons.

graphics board. An add-on board connected to the bus that provides video capabilities for a personal computer.

graphics controller. A device that governs information flow used to create visual images of data.

geophysical instrument. An instrument used to observe and measure the physics of the earth and its environment.

GIS. See geographic information system. global positioning system. Equipment that calculates location based on one of several technologies such as radio or internal navigation.

golf ball. A type of print element invented by

IBM for use in the IBM Selectric typewriter. It is a round, metal element with raised characters.

graphics draw/paint. A software application that creates, retrieves, modifies, and prints graphic images.

graphics supercomputer. The performance of mips, mflops, transforms per second, and shaded polygons per second distinguishes graphics supercomputers from superworkstations. Performance ratings range from 20 to 40 mips and 16 to

40 mflops. The best distinction between graphics supercomputers and superworkstations is the graphics performance ratings, lOOK to 600K 3-D vector transforms/second and 25K to 15OK

Gouraud-shaded polygons/second. The average price ranges from $75,000 to $150,000.

government. The organization, machinery, or agency through which a political unit exercises authority and performs functions and which is usually classified according to the power within it.

graphics terminal. A display terminal that provides graphical presentation of information to the operator. 1: Data conversion graphics terminals support the use of graphics to summarize or

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High-Technology Guide Glossary otherwise relate discrete data that were not originally graphics data. 2: Concept design graphics terminals support graphics displays that help realize accurate images of ideas conceived in the human mind. 3: Imaging graphics terminals display a real image, visible or nonvisible, that was digitized to allow enhancements or data extraction.

head; manganese-zinc, landable. A type of head used in sealed fixed-media drives where heads land on the lubricated media surface and use hot-pressed manganese-zinc pole pieces.

health care. An environment or industry that includes establishments primarily engaged in providing medical, surgical, and other health services.

grinding programmable machine tool. A standalone machine with expanding use of computer numerical control (CNC) and with advance efforts to incorporate grinders into flexible, automated systems. Creep-feed is a type of grinding technology.

helical scan tape drive. A storage tape drive that records data on an angle rather than parallel.

Tape dimensions can be 4mm, 8mm, 13mm, or

19mm. Segments of this category are VHS, DAT,

8mm, and other. (See also VHS, DAT.)

gross lease additions. The total volume of new equipment leases.

high-definition television (HDTV). A television standard with high-resolution, digitized images; wide, theater-like screen; and digital stereo sound. Requires a broader video bandwidth to accommodate increased picture transmission.

H

hand-held personal computer. The hand-held personal computer is a less-than-2-pound, fully functional personal computer. To be considered a hand-held personal computer, units must operate using a fully implemented version of MS-DOS and be able to run some of the shrink-wrapped MS-

DOS-based applications. These units are expected to have a subsize keyboard and utilize nonstandard mass storage devices. The criterion for inclusion in this classification is that the device may be held in one hand using the other hand for data entry via the included keyboard. They are fully battery powered units.

higher education. Study beyond secondary school at an institution that offers programs terminating in an associate, baccalaureate, or higher degree.

high school. A secondary school offering the final years of high school work necessary for graduation, usually including grades 10, 11, and 12 or grades 9, 10, 11, and 12.

home. The usual place of residence. A homebased business is an enterprise producing goods or services that is operated in or from the home.

horizontal-turning programmable machine

tool. The tool of a machine that holds a piece along the horizontal axis for a certain function to be performed such as cutting, boring, or drilling.

hard disk. See rigid disk.

hard disk controller. A device that controls the storage and retrieval of data from a user's hard disk drive.

hardware. Electronic equipment, systems, or peripheral devices.

hardware maintenance service. Remedial repair services for equipment, systems, and peripherals.

Hardware maintenance can include on-site support, telephone/remote support, preventive maintenance, and other activities necessary to maintain hardware operation.

HDTV. See high-definition television.

host/vendor independent terminal. A hostindependent display terminal produced by an independent manufacturer. It may operate in either character or block mode. The independent manufacturer does not supply mainframes or minicomputers to which its display terminals may attach. Not included is any terminal that is from an independent manufacturer and that is protocol-specific to either a minicomputer-based or a non-IBM, protocol-specific terminal.

hotels and lodging. An environment or industry that includes commercial and noncommercial establishments engaged in furnishing lodging, or lodging and meals, and camping space and camping facilities.

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household. The set of persons occupying a housing unit. Thus, counts or estimates of households, householders, and occupied housing units are always defined the same.

hybrid. 1: Made up of several different components. 2: A hybrid integrated circuit is made by putting several integrated circuit die and/or passive components on a ceramic substrate with a metal pattern. 3: A substrate containing more than one component. The substrate consists of multiple ceramic layers and also can contain multiple packages. 4: A device in a speech transmission system consisting of transformers that convert a two-wire channel into a four-wire channel, thus creating a separate wire pair for each direction of transmission.

hybrid analog IC. An analog IC that combines one or more semiconductor chips with other technologies, such as chip capacitors and film resistors, on a single substrate.

if-sold revenue. The amount of money paid for products based on list price. List price does not take into account discounts or markups.

if-sold value. A measure that reflects unit shipments multiplied by list price.

IGBT. See insulated gate bipolar transistor.

illustration software. An object-oriented software program that allows the user to create original artwork consisting of lines, arcs, and other mathematically generated geometric objects.

(Line art is a term sometimes used to describe the results of illustration software.) Some illustration software can perform raster-to-vector conversion by allowing users to trace over scanned raster art.

This trace can occur on screen or on a graphics tablet. Illustration software usually offers raster-fill patterns that extend to cover an area in an illustration bounded by geometric objects.

hydrogen. A chemical element used for hydrofining for sulfuration of petroleum products or to reduce metallic oxide ores.

image communication. Equipment used in a business or residence to transmit image and text.

Facsimile equipment, video teleconferencing, telex, and videotex are included in this classification.

IBM 3270 protocol terminal. A terminal that is protocol-specific to IBM's 3270 Information Display System. Included is any IBM 3270-type terminal or 3270-compatible terminal produced by another manufacturer. A terminal that can provide the appearance of a 3270 device when used with a protocol converter is not included.

image-editing software. A software program that allows a user to modify existing artwork existing in raster format. This art may have been scanned or captured as analog signal data and converted to digital data. Image-editing software can handle binary data, in which case it is called print software; or it can handle grey-scale and/or color data, in which case it is called image-retouching software.

image generation. Synonymous with image synthesis and equivalent to the historical use of graphics.

IBM/VM/MVS. An IBM standard multiuser operating system.

IC. See integrated circuit.

image management. The process of directing, controlling, or handling something that closely resembles another.

IC layout and verification. A software application tool that is used to create and validate physical implementations of an integrated circuit (IC).

IC layout tools include polygon editors for creating geometric data, symbolic editors, placement and routing (gate array, cell, and block), and

DRC/ERC verification tools.

IDVT. See integrated voice/data workstation.

image processing. A series of actions, changes, or functions that bring about a particular result for something that resembles another.

imaging. See graphics/animation/imaging.

imaging subsystem. A peripheral device that does not possess video display terminal (VDT) functionality, but acts as output devices for the display of graphics and/or image data.

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impact printer. A family of printers that use direct impression impact of a type bar, type head, or matrix pin to exert pressure against a paper ribbon and a platen to create a character.

infrared. Those radiations, such as are emitted by a hot body, with wavelengths just beyond the red end of the visible spectrum. Wavelengths longer than those of visible light and shorter than those of radio waves.

import. The supply of products from a foreign country for the purpose of trade or sale.

in-circuit PCB tester. An equipment tester that incorporates pin electronics (drivers and receivers) that verify the functionality of each part on an assembled circuit board. Verifies each component's parameter and limited functionality.

ink jet. An image-producing process currently used in electronic printers, plotters, and full-color copiers that uses piezoelectric technology to expel a very small droplet of liquid ink through nozzles onto the output paper.

indirect channel. A variety of distribution channels in which product is brought to the end user.

It includes value-added resellers (VARs) and original equipment manufacturers (OEMs).

ink jet printer. A nonimpact printing method that uses ink droplets to form a printed image.

This technology usually is classified by the nature of the drop stream; two major categories are continuous flow and drop-on-demand.

inductor. A passive component that stores energy in the form of a magnetic field (fliix) around a core body.

industrial design. A process that integrates the design tools defining the style and functional aspects of the total design.

input/output (I/O) device. 1: Equipment used to communicate with a computer. 2: A general term applied to equipment used in communicating with a computer and the data involved in the computer. 3: The transmission of information from an external source to a computer or vice versa.

industrial electronic equipment. Electronic equipment used in a manufacturing environment or industry.

input/output (I/O) ratio. 1: A ratio of the value of a resource input to the value of the final product output, typically expressed as a percentage. 2:

A measure of throughput for a computer system.

industrial marking. A specified format on media that is recognized by electronic or visual means.

Examples are the printing and use of forms, bar codes, ticket printing (lottery and airline, for example), and labels.

inspection. The process of testing or measuring an object or process by remote sensing in imaging technology.

installed base. The total number of product in active, day-to-day use.

industry. A collective term for many of the productive activities of a nation or other large group.

A collective term in which a number of firms produce the same kind of commodity or service or are engaged in the same kind of operation.

INEWS. See integrated electronic warfare sys-

tem.

institutional support. In higher education, the expenditures that include day-to-day operational support for colleges, excluding expenditures for physical plant operations. Examples of institutional support include general administrative services; executive direction; planning, legal and fiscal operations; and community relations.

information center. A center designed specifically for storing, processing, and removing information for dissemination at regular intervals, on demand or selectively, according to the user's needs.

information resource management. A program that works with definitions, uses, values, and distribution of information that is processed by a user and handled by a computer system.

instruction. In higher education, expenditures of the colleges, schools, departments, and other instructional divisions of higher education institutions and expenditures for departmental research and public service that are not separately budgeted. Includes expenditures for both credit and noncredit activities. Excludes expenditures for academic administration where the primary function is administration.

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instructional. Products used to increase the understanding (either problem-solving or selfimprovement) of a specific subject matter. The primary focus of these products is the imparting of knowledge or skills to the user.

instructional staff. In education, the number of full-time equivalent positions, not the number of different individuals occupying the positions during the school year.

instrumentation. Designing, manufacturing, and using instruments for detection, observation, measurement, automatic control, automatic computation, communication, or data processing. information such as voice, data, and video over phone lines.

integrating and totalizing meter for gas and

liquid. A meter that registers consumption and positive displacement, including meters, fuel dispenser meters, and gas meters.

integrated voice/data workstation (IDVT). Terminal that possesses both telecommunications and computational capability.

integration. Integration of data types can be achieved using page composition and pagination applications.

insulated gate. A gate that is separated from other conducting surfaces through a nonconducting material.

insulated gate bipolar transistor (IGBT). A power transistor that has the insulated gate properties of a MOS transistor with the low saturation

ON voltage of a bipolar transistor.

insurance. An environment or industry that covers carriers of all types of insurance and insurance agents and brokers.

integrated application. A software application that combines several functions into one software package, which may include word processing, database management, and spreadsheet capabilities but is not exclusive to these functions. Data must be able to be shared among these functions.

intelligent terminal. An interactive terminal in which part of the processing is accomplished by a small computer or processor contained in the terminal itself. This type of terminal is sometimes referred to as a smart interactive terminal. Such a terminal has the following characteristics: (1) selfcontained storage; (2) user interaction—with the terminal or the central computer; (3) stored program; (4) part of processing accomplished in the terminal; (5) on-line via communications line with large central computer and database; (6) humanoriented input—such as keyboard and light pen; and (7) human-oriented output—such as serial printer and CRT.

interactive language. Within a system, a human user or device serviced by the computer can communicate directly with the operating program or language.

integrated circuit (IC). A combination of interconnected semiconductor elements inseparably associated on or within a continuous substrate.

Complete module of components manufactured as single, solid units made by either a film deposition or a diffusion process.

intercom systems. A system that provides internal communication, allowing calling to be confined to inside the system. In most cases, key systems provide the intercom lines that allow quick communication between stations on the key system.

integrated electronic warfare system (INEWS).

A combination of interconnected circuit elements associated on or within a continuous substrate to produce integrated systems used specifically in military operations.

interconnect and bare-board tester. Equipment designed to check, monitor, and identify printed circuit boards for electrical connectivity and detect manufacturing defects.

Integrated Services Digital Network (ISDN). A digital network having the capabilities of simultaneous signaling, switching, and transporting over a single facility. A new worldwide telephone standard that will make it easier to communicate

interface IC. An analog IC that is dedicated to interfacing digital information (in bits) with external nonsemiconductor devices such as displays, lines, solenoids, and other peripheral devices.

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internal transfer. The process of conveying or moving goods and services from the producer within a company.

ion milling. A technique in semiconductor manufacturing in which a beam of charged particles is used to remove material from a wafer.

international telephone service. Telecommunication services between offices or stations in different states or between mobile stations that are not in the same state or are subject to different states.

I/O ratio. See input/output ratio.

IR. See infrared.

ISDN. See Integrated Services Digital Network.

interrupt controller. 1: An internal controller chip that can break into the normal flow process of a routine such that the flow can be resumed from that point at a later specified time. 2: A condition or event that temporarily suspends normal processing operations. 3: A temporary disruption of the normal operation of a routine by a special signal from the computer. 4: Copying technology: A feature that allows a job to be stopped to allow another job to be run without the loss of programming for the first job.

joint venture. Two or more companies providing capital or other resources to invest or make available for investment in the ownership of a new enterprise.

intrusion-detection alarm system. A warning system used to detect when someone or something has intruded in a specified area. (See also alarm system.)

K

keyboard. An input device that allows an operator to enter alphanumeric characters through a typewriter-style key arrangement augmented with special function keys—manual operation of keys will generate electrical signals or cause tape to be punched, or both.

inventory. Items used in the process of manufacturing a product and distributing it to the end user. Inventory can be stored at a stock point or at a work-in-process location. Inventory may consist of finished goods, parts of intermediate items, work-in-process, or raw materials.

inventory and distribution management. An application that monitors the status of materials at all levels of production, including receipts, issues, and inventory balances. It identifies both unit quantities and dollar values and provides essential input to both the general ledger for cost accounting and the production planning modules.

keyboard controller. A device that governs the functions of a keyboard transmitting a command to do something within a system.

key entry equipment. Data entry equipment such as key disk, key tape, or keypunch equipment.

key telephone system. A customer premises telephone switching system that allows telephones to interface to the public telephone central exchange or office without using an access code. This category includes the electromechanical 1A2 and electronic segments.

I/O device. See input/output device.

IVR. See interactive voice response system.

ion implantation. The use of an ion beam to bombard a silicon wafer, altering the concentrations of p-type and n-type material. This method of doping allows for very precise control of the device parameters. This process introduces dopant atoms into the surface of silicon wafers and accelerates them so that they bombard the wafer, causing them to penetrate the exposed portions of the wafer.

label. 1: A set of symbols used to identify or describe an item, record, message, or file. May be the same as the address in storage. 2: Matter attached to a document to identify or provide information. 3: To assign a symbol, acronym, or word as a means of identification to create a specialized record or filing handle. 4: A

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High-Technology Guide Glossary descriptive or identifying word or phrase. 5: To address, using self-adhesive addressing labels. laboratory. 1: A software application that involves the use of computers inside analytical instruments and in linking these instruments together (instrumentation automation). Mass spectrometers and blood/gas analyzers are examples. 2: A place equipped for experimental study in a science or for testing and analysis. laptop D/C. The laptop D/C units are identical in style to the laptop A/C units except that they are powered by batteries and can be operated without direct connection to A/C power lines. Some of these laptop D/C units have a combination of battery- and A/C-power capability. laboratory and scientific a p p a r a t u s . Any instrument, material, or equipment designed for a specific operation or particular use in the laboratory.

LAN. See local area network.

LAN-based e-mail. A software application that enables users of a local area network (LAN) to send and receive textual data. Some LAN-based e-mail software can send and receive computer files and graphic images. laptop personal computer. The laptop-case style is conducive to operation on the user's lap and is designed to be used in areas where space is restricted. This case style is referred to as the clamshell-type of system, with the display screen mounted in the top of the unit in such a way as to cover the keyboard when closed and be at the proper viewing angle in relationship to the keyboard when opened and ready for operation. This unit is completely self-contained and can be carried as a single unit that includes the keyboard, display, mass storage, and main system unit.

large-format plotter. This plotter uses media engineering size C (17 X 22 inches) or larger and corresponding metric sizes. (See also plotter.) language. In software, a set of commands that permits the programmer to perform arithmetic functions on data and/or give commands to specific hardware components of the computer system, such as the printer, terminals, disk, or memory. Statements in languages are generally required to be performed in a fixed order, although the order may be affected by loops and branches in the program and the values of parameters that control the looping and branching.

Examples of low-level languages are C and assembler; high-level, or third-generation, languages include FORTRAN, COBOL, BASIC, and P L / 1 .

language editor. A set of computer commands forming code to edit files. May involve deleting undesired information, selecting desired information, inserting invariant symbols, and applying standard processes. laser (light amplification by stimulated emission of radiation). 1: A device that transmits an extremely narrow and coherent beam of electromagnetic energy in the visible light spectrum. 2: A laser that operates at optical frequencies. In communications, lasers may be amplitude-modulated and used to carry speech information that is received by a light beam detector. laser diode. A laser diode is a laser that is constructed with a semiconductor material. Many

III-V semiconducting materials can be made to emit coherent light, creating a laser.

laser plotter. A device that produces an inscribed visual display of the variation of dependent variable as a function of one or more variables by the use of intense coherent beams of light.

laser printer. A type of nonimpact printer that combines laser beams and electrophotographic technology to form images on paper.

laptop A/C. The laptop A/C units reflect the standard laptop design, i.e., clamshell-style case with the display mounted in the top portion of the shell and covering the keyboard until the unit is opened for use. These units, like transportables, are designed to be easily moved from place to place but operate only on A/C power and do not contain batteries of any kind. laser system. Any electronic device or system that is actuated by beams of coherent visible and infrared light to accomplish a task.

LCD. See liquid crystal display.

learning. An application that assists the user in learning. The subject can range from classic school subjects to games, art, and languages.

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lease. A contract by which one conveys equipment, facilities, or property for terms specified.

line, impact, dot matrix (LIDM). A printer that prints one line of dots at a time using an array of elements in a printhead.

lease accounting. An application that supports the management of leases.

leased circuit. A service offering that provides a customer with permanent (rather than dialed) connections to all points on the circuit for the duration of a contract.

line, impact, fully formed (LIFF). A printer that creates one line of characters at a time by placing characters—from a band, type train, or drum—on the paper by the pressure of an impact mechanism (hammer).

lease/rental conversion. The volume of contractual conversions between rental and lease options.

line, nonimpact, thermal transfer (LNTT). A printer that prints a line at a time, using an electrically heated element to produce images.

LED. See light-emitting diode.

library management. A software application that supports the administration of a library, including cataloging.

LIDM. See line, impact, dot matrix.

LIFF. See line, impact, fully formed.

light communication system. Electromagnetic radiation of a wavelength originating at one place and reproduced at a distant point.

light-emitting diode (LED). A pinhead-size device with a pn junction formed from combinations of gallium, arsenic, and phosphorus. Light emission is the result of hole-electron recombinations that take place near the junction of the p-doped and n-doped regions. As the electrons in the n region of the diode travel through the area near the junction, they recombine with a hole. As a result of this recombination between an electron and atom, light in the form of photons is produced. The wavelength of color of the light is determined by the energy level.

line printer. A printer that usually prints one line at a time at a higher speed than a character printer. Typical line printers use a drum, chain, or train of print elements and have a hammer for each print position in the line. They usually have a buffer to hold one print line. Line printers are segmented by technology (dot matrix, fully formed, thermal) and by speed, expressed in lines per minute (1pm).

linkage mechanism. An assembly of components, with two or more movable parts usually providing some means of power, control, or fastening application.

liquid crystal display (LCD). A high-contrast, black-on-white display screen that uses closely spaced crystal segments on a square dot matrix.

The crystal segments butt together to form solid characters. A liquid crystal hermetically sealed between two glass plates.

light-emitting display. Light-emitting diodes grouped together in a matrix of dots to form characters.

linear array/ASIC. An ASIC that is purely analog.

linear IC. An IC that is purely analog; both inputs and outputs are analog signals. Sometimes, linear and analog ICs are used interchangeably.

Dataquest uses linear as an analog-only segment of the analog market (mixed signal analog/digital is the other segment).

list price. The price of a product as indicated in the seller's price book. This figure is usually quantity one and is synonymous with manufacturer's suggested retail price.

lithography. 1: A printing process that prints from a planographic image on a printing plate.

Lithographic presses are configured as sheetfed and web presses, depending on the format of the paper used. 2: A technique used in semiconductor manufacturing in which a silicon wafer is coated uniformly with a radiation-sensitive film

(the resist) and an exposing source illuminates selected areas of the wafer's surface through a mask or template for a particular design.

LNTT. See line, nonimpact, thermal transfer.

line conditioner. Equipment that changes/enhances the transmission characteristics of a circuit.

local area network (LAN). The hardware, software, and peripherals that enable connection of a device to a cable-based network system that

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serves a building or a campus environment.

Excluded are connections that are point-to-point, or go through PBXs or data PBXs. Ethernet and

Token-Ring are popular LAN technologies.

local government. The political unit or organization governing counties, municipalities, townships, school districts, and numerous kinds of special districts.

local loop. The portion of the telecommunications system that connects the customer's equipment with the local telephone company's network.

magnetic.

system.

The effects of magnetism/flux on the

magnetic disk. 1: A random-access storage device consisting of magnetically coated disks accessible to a reading and writing arm, similar to an automatic record player. Data are stored on the surface of each disk as small, magnetized spots arranged in circular tracks around the disk.

The arm is moved mechanically to the desired disk and then to the desired track on that disk. 2:

A flat, circular plate with a magnetic surface on which data can be stored by selective magnetization of portions of the flat surface.

local telephone service. A service that includes message telecommunications services, private line services, wide-area telecommunications services

(WATS), and centrex services.

logic circuit. 1: A circuit (usually electronic) that provides an input-output relationship corresponding to a Boolean-algebra logic function. 2: An electronic device or devices used to govern a particular sequence of operations in a given system. 3: Circuits that perform basic logic decisions and/or/not, used widely for arithmetic and computing functions. Circuits can be of either bipolar or MOS technology.

magnetic ink recognition. Property of automatic devices that can detect or read ink-containing particles of magnetic substance, i.e., the ink used for printing on some bank checks for magnetic ink character recognition (MICR).

magnetic media. Any of a wide variety of belts, cards, disks, or tapes (as contrasted with paper tape) coated or impregnated with magnetic material for use with the appropriate equipment and on which dictation or keystrokes can be recorded and stored.

long distance telephone service. The revenue generated by all long distance carriers for interstate and intrastate long distance telephone services.

magnetic recording head. A magnetic head that transforms electric variations into magnetic variations for storage on a magnetic medium such as tape or disk.

Mmachining-center programmable machining

tool. A machine that is designed to fabricate a complete or near complete part of a single machine, with machining centers that perform a number of different operations in a single setup.

magnetic resonance imaging. Equipment used on an object placed in a spatially varying magnetic field that is subjected to pulses of radiation; the resulting nuclear magnetic resonance spectra are combined to give cross-sectional images.

magnetic tape. A serial-access magnetic storage medium. Typically, a flat ribbon of metal, plastic, or paper that is coated on one side with material that can be magnetized; information is stored on the tape by a combination of magnetized spots in certain patterns. (See also magnetic media.)

machining robot system. A robot that can pick up parts and place them in a new location. Parts are usually moved in and out of machinery or transferred from station to station.

mailing/letter-handling/addressing equipment.

Mailing systems and equipment that have been automated with components to increase capabilities and to streamline efficiencies.

mag card/mag tape. A tape or card that is coated or impregnated with magnetic material, on which information may be stored in the form of coded polarized spots.

mail order. A sales method by which a consumer may order products through a catalog.

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main distribution frame (MDF). A unit used in telephone wiring for terminating and crossconnecting telephone wiring to the telephoneswitching system. The MDF is the primary (or first) distribution point. (See also distribution

frame.)

manufacturing system. A system used to process raw material into a finished product.

mapping. Computer-aided tools that allow geographically related data to be captured, edited, analyzed, and managed. Typical users are civil and utility engineers, geophysicists, and geologists.

mainframe computer. A general-purpose information system with price range of $350,000 and up. CPU bit width ranges from 32 to 64 bits.

Physical environment can be either with or without special environmental controls and requires full-time support by professional computer systems support staff with 10 or more members.

Number of concurrent users is 250 or more.

market. The demand for a product or service.

market share. A comparison of a company's performance with the total market so that its relative position and the amount of the market it captured is derived.

maintenance management. The upkeep of property, equipment, or tooling through planning, analysis, and documentation of maintenance functions.

markup. 1: The amount added to the cost to determine the selling price for a specific product.

2: The amount added to the cost to determine the selling price for a specific product.

management. An application that supports the management of data that can be achieved using document image management software and systems.

maskmaking e-beam. Semiconductor production equipment utilizing a method that allows submicron pattern generation for producing semiconductor mask plates or maskless lithography. (See also lithography.)

manufacturer. A producer or assembler of goods.

manufacturer's representative/agent. An independent contractor who represents multiple manufacturers. She or he does not take title to the product.

mask ROM. A semiconductor read-only memory programmed to the customer's specified pattern during the manufacturing process. (See read-only

memory.)

mass m e r c h a n d i s e r . A segment of the distribution channel with storefront locations. It differs from a dealer in that its primary business is the sale of a broad range of consumer goods.

manufacturer's suggested retail price. See list

price.

manufacturing automation. The use of a computer to aid and improve a manufacturing process.

mass property. The analysis of the physical characteristics of a part, assembly, or system. The evaluation of multiple properties—measures volume, weight, and surface area and locates center of gravity.

manufacturing EATE N.E.C. Equipment that tests electronic systems that are composed of a number of subsystems. The testing equipment must verify operability and be capable of locating a faulty subsystem or component in event of failure.

mass storage peripheral. A device that interfaces with the system or machine to external memory storage.

material. The designation of a number of basic metals, compounds, and gases to make up thermoelectric materials.

manufacturing engineering tools. The small segment of manufacturing engineering that is concerned with tool and fixture design and the development of manufacturing processes.

material-handling equipment and systems.

Equipment such as 1: Movement—Automated guided vehicle systems, conveyors, and monorails;

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2: Storage—Automated storage and retrieval systems; miniload, microload, and carousels.

3: Identification—Bar codes, radio frequency, machine vision, and other sensors used for identification are covered in Sensors in Manufacturing.

4: Controls—Computers, programmable controllers, and software used in material handling are included in Computers in Manufacturing and

Software in Manufacturing.

MBE. See molecular beam epitaxy deposition.

MCAE. See mechanical computer-aided engi-

neering.

MCU. See microcontroller.

MDF. See main distribution frame.

mechanical. Mechanical CAD/CAM is the software application of computer-aided tools to design, analyze, document, and manufacture discrete parts, components, and assemblies.

material-handling/loading robot systems.

mechanical assembly equipment. 1: Machinery

Robotics used in the loading, moving, storage, or equipment that assembles mechanical parts into subassemblies or final products. 2: Dial and unloading of materials. or rotary assembly machines; in-line transfer machines; flexible assembly equipment (except

material requirement planning (MRP). A planning method that uses bills of material, inventory robots). data, and a master production schedule to calculate material requirements. This method makes recommendations to restock materials inventory.

mechanical computer-aided engineering

(MCAE). The application of CAD/CAM tools for

Further, because material requirements planning is time-phased, this method makes recommendations to reschedule open orders when due dates mechanical design and analysis. MCAE applications range from conceptual product design through detailed product design and analysis to and need dates are not in phase. Originally seen only as a better way to order inventory, material requirements planning is thought of today primarsupporting production design. Commonly used A

MCAE products are solid modeling and finite ' element analysis technology. ily as a scheduhng technique, i.e., a method to establish and maintain valid due dates on orders.

mechanical computer-aided manufacturing.

See mechanical.

matrix printer. An impact printer that uses wire, hammer-like bristles, or needles to create characters formed by small dots. Matrix printers produce either serial or line output. The serial printer employs a moving printhead with a matrix block

(i.e., 5 X 7 or 7 X 9) of needles. The printhead sweeps across the page to print full characters one at a time. The line printer uses a horizontal band with raised dots that moves from left to right across the paper. The individual needles strike programmed character dots to form one row of dots per sweep across the page. Successive passes of the line printer form complete characters and complete rows of textual data. High-resolution text, comparable to daisywheel output, may be produced by overlapping matrix printers that print characters via a highly concentrated matrix or successive, staggered passes of the printhead.

Fonts for matrix printers are stored in ROM or

PROM memory.

media-to-media data conversion equipment.

Computer output-to-microfilm recording units, tape print units, card-to-tape conversion units, as well as document entry devices.

medical. An environment or industry that uses computers to control and/or collect and analyze data from patients, medical equipment, and/or instruments.

memory. 1: A device into which data can be entered and stored for later retrieval. 2: An integrated current (IC) designed for the storage and retrieval of information in binary form; can be either bipolar or MOS technology and includes dynamic random-access memory (DRAM), static random-access memory (SRAM), read-only memory (ROM), programmable read-only memory (PROM), erasable programmable read-only memory (EPROM), and electrically erasable programmable read-only memory (EEPROM). i

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memory management unit (MMU). 1: An integrated circuit that manages the storage and retrieval of data found by cell location or address.

2: A component (or set of components) that implements the memory management function in a processor-based system. system configuration. Normally a multiuser system used in a common work area. Usually has a merchant (nonproprietary) microprocessor.

microcontroller (MCU). An integrated circuit, containing a CPU, memory, and I/O capability, that can perform the basic functions of a computer.

merchant production. The sale of a good to a company other than the manufacturing company.

merger and acquisition. In financial terms, it means to absorb or acquire one company by another.

microperipheral (MPR). A support device or circuit for a microprocessor or microcontroller that either interfaces with external equipment or provides system support.

metalorganic CVD (MOCVD). A technique used to deposit material onto a wafer.

metal oxide silicon (MOS). 1: A circuit in which the active region is a metal oxide semiconductor sandwich. The oxide acts as the dielectric insulator between the metal and the semiconductor.

2: A process that results in a structure of metal over silicon oxide over silicon. 3: Technology that employs field effect transistors having a metal or conductive electrode that is insulated from the semiconductor material by an oxide layer of the substrate material.

microprocessor (MPU). A single-chip component, or a collection of architecturally interdependent components, functioning as the central processing unit (CPU) in a system. A microprocessor may contain some input/output circuits, but it usually does not operate in a standalone environment.

microprogrammable digital signal processor

(MPDSP). An integrated circuit that allows highperformance, modular DSP architectures to be designed using standard off-the-shelf components.

Products include bit-slice and building block components.

meteorological instrument. An instrument used to monitor and observe the weather.

metropolitan statistical area. A large population nucleus, together with adjacent communities, that has a high degree of economic and social integration with that nucleus. Each metropolitan statistical area (MSA) must include at least: (a) one city with 50,000 or more inhabitants, or (b) a census bureau-defined urbanized area of at least

50,000 inhabitants and a total MSA population of at least 100,000 (75,000 in New England).

microwave. 1: Any radio wave with a frequency higher than 890 MHz or a wavelength of between

1ml and Im. 2: A form of electromagnetic radiation that has frequencies of 1 GHz. These highfrequency bands of energy are used extensively for radar and wideband communications.

microwave antenna. A device used for receiving and transmitting microwave signal beams. (See also antenna.)

microcomponent. 1: An integrated circuit (IC) with high-speed, low-power density considered as a single part. 2: An IC that contains a processing unit or acts as an interface chip to such a device.

Types of microdevices include microprocessor

(MPU), microcontroller (MCU), microperipheral

(MPR), and digital signal processor (DSP).

microwave monolithic integrated circuit

(MMIC). An electronic circuit employing monolithic integrated circuit technology fabricated by microelectronic techniques and capable of operating at frequencies above 1 GHz.

microwave oven. An oven that uses electron waves to produce heat for faster cooking of foods.

microcomputer. An information system with price ranging up to $100,000, with the majority priced at less than $50,000. CPU bit width is normally 32 bits, but can be as low as 8 bits.

Traditionally used as a desk-side or desktop

microwave radio equipment. Equipment that

includes transmitter/receiver systems, power supplies, repeaters, and other equipment used in microwave radio systems. It also includes analog and digital equipment used both in common carrier and in private industrial systems.

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midrange. The combination of microcomputer, minicomputer, and superminicomputer.

military/aerospace electronic equipment. Electronic equipment used in the military and civilian aerospace industries.

minicomputer-based terminal. A display terminal provided by a minicomputer manufacturer or a display terminal that is protocol-specific to an

IBM System/34, /36, or /38 computer. This terminal may operate in either character or block mode. Excluded from this category is any minicomputer-compatible terminal supplied by an independent manufacturer.

military communication equipment. Voice, data, and cryptographic equipment used for communication in the military.

military computer system. A computer system used for military purposes; a set of hardware components that form a system intended solely for military applications. This category includes general-purpose CPUs, storage, input/output, and terminals and includes both commercial, ruggedized, and mil'spec versions for integration into military systems and for government-sponsored programs.

military electronic equipment. Electronic equipment used exclusively by the military. Usually, this equipment must meet government specifications and regulations.

miscellaneous military equipment. Equipment that includes classified systems, test equipment

(N.E.C.), vehicle control, medical equipment, assorted development and office equipment, and research and development equipment; all used in the military.

mixed signal ASIC. An ASIC that has one analog input or output and one digital input or output.

mixed signal IC. An integrated circuit that has one analog input or output and one digital input or output.

MMIC. See microwave monolithic integrated

circuit.

military simulation and training. The performance of military maneuvers/exercises as training for real-life military situations. This category includes flight and battle simulators and equipment operation and maintenance systems.

MMU. See memory management unit.

mobile communications equipment. Equipment

(base stations, mobile units, and antenna) used primarily for portable public or private communications.

milling programmable machine tool. A machine tool for the removal of metal by feeding a workpiece through the periphery to remove the material through the motion of workpiece and cutter.

minicomputer. An information system with prices ranging from $10,000 to $300,000 but mainly falling between $25,000 and $150,000.

CPU bit width ranges from 8 to 16. Minicomputers are situated usually in a common work area and occupy more floor space than most tower configurations. Number of concurrent users ranges from 15 to 100. System usually incorporates proprietary processor, with notable exceptions, and is often packaged with third-party application software and/or peripherals and then resold into specialized applications or vertical markets. Examples of models are the HP 1000,

HP 3000/70, PDP-11/84, and IBM Series/1.

mobile infrastructure. The central base station and other central equipment that provide mobile communication services.

mobile radio base station equipment. The base/ centralized station equipment associated with cellular radio systems. This category includes both switching equipment and radio transmitter/ receiver equipment.

mobile radio service. Service or network revenue associated with cellular radio systems. (See also mobile service.)

mobile radio system equipment. Electronic equipment used in the transmission and receiving of radio signals. Equipment includes main central control, base control mobile stations, and handheld car units. Used primarily with cellular and other mobile communication technologies.

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mobile service. Radio service between a fixed location and one or more mobile radio stations, or between mobile stations.

MOS application-specific IC. See application-

specific integrated circuit.

mobile telephone service (MTS). Radio communication between a mobile (portable) unit and the public switched network including cellular service.

MOS ceil-based IC. See cell-based integrated

circuit.

modeling. An application that supports the representation of a process or system by using equations that simulate and represent behavior under varying conditions.

MOS digital. A semiconductor technology in which the active devices are n-channel, p-channel, or complementary MOS transistors that operate in a digital or binary mode. (See also digital.)

modem. 1: An electronic device that provides modulation and demodulation functions of transmitted data signals over telephone lines. They convert digital data signals to analog for transmission over leased lines or the analog public switched telephone network. 2: The integrated circuits used in a modem.

MOS FPGA. See field-programmable gate

array.

MOS gate array. See gate array.

MOS logic. See logic circuit.

MOS memory. See memory.

MOS microcomponent. See microcomponent.

molecular beam epitaxy deposition (MBE). A technique used in semiconductor manufacturing to deposit a single crystal layer on a substrate by use of a molecular beam.

MOS microcontroller. See microcontroller.

MOS microperipheral. See microperipheral.

MOS microprocessor. See microprocessor.

molecular engineering. See computational

chemistry/molecular engineering.

MOS nonvolatile memory. See nonvolatile

memory.

money management. An application that identifies and controls the source, flow, location, and earning potential of an organization's cash and investments.

MOS custom IC. See custom integrated circuit.

MOS PLA. See programmable logic array.

MOS PLD. See programmable logic device.

MOS PMD. See programmable multilevel logic

device.

monitor. 1: To check the operation and performance of a system or circuit by examining parts of transmissions. 2: The physical CRT unit, associated electronics, and housing used in display systems. 3: A station or equipment arranged to supervise system operation. 4: To supervise and verify the correct operation of a system, device, or program. 5: The screen of a video display terminal. 6: An analog monitor can display an almost infinite number of colors, while a digital monitor can display a more limited range of colors.

MOS standard logic. See standard logic.

MOS transistor. A field-effect transistor

(FET) with a gate that is insulated from the semiconductor substrate by a thin layer of silicon dioxide. Being field-effect transistors, MOS-FET provide a voltage-input-to-current-output relationship called transconductance. MOS-FET are excellent switches because voltage at the gate turns the output current on or off.

monolithic analog integrated circuit. An analog

IC constructed from a single piece of material. All circuit components are manufactured in or on top of a single crystal of semiconductor material.

mouse. A hand-held device that is moved on a surface to provide coordinate input to a graphics system. It is used most often to position a pointer or cursor.

MOS. See metal oxide silicon.

MPDSP. See microprogrammable digital signal

processing.

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MPR. See microperipheral.

MPU. See microprocessor.

MPU load programmer. A device that allows engineers and IC designers to program a variety of programmable devices (ICs), thereby speeding up the design process. The device to be programmed is loaded directly on the device programmer.

n-channel metal oxide semiconductor (NMOS).

Pertaining to MOS devices made on p-type silicon substrates in which the active carriers are electrons that flow between n-type source and drain contacts. The opposite of PMOS. NMOS is two to three times faster than PMOS. (See also MOS.)

MTS. See mobile telephone service.

net additions. 1: The change in stock, such as installed base or inventory. 2: The relative increase or decrease in the total installed base of a product.

multilingual publishing. A system with the purpose/use of printing in a variety of languages.

NETVIEW. IBM network management product.

multimedia. A process that uses more than one form of communication.

multiplexer equipment. Public telecommunication equipment used to combine a number of channels for transmission over a common medium, such as satellite, microwave radio, cable carrier, or fiber-optic cable. Excluded from this are data-only customer premises multiplex equipment and multiplex equipment that is integral to carrier or microwave radio systems.

multistrike ribbon. A ribbon that advances only part of a character width; characters slightly overlay one another on the ribbon, but no character hits the exact same spot on the ribbon.

network management. A software application that controls the logical connections and information flow among computers on a network. This software may have additional functions such as performance measurement and diagnostic and accounting functions.

network support services. All services that help customers better utilize their networking facilities.

The services include site planning, installation, and ongoing on-site and remote maintenance support, as well as professional services such as network design/planning, integration, administration, and operations management.

network terminating devices. Equipment that connects a data network to the data terminal.

multiuser system. A computer system inherently designed for environments with multiple users.

new placement demand. The total end-user demand for new products (as compared with replacement products).

N

natural resources and construction. An environment or industry that includes establishments primarily engaged in agricultural production, forestry, commercial fishing, hunting and trapping, and related services; and mining or quarrying, developing mines, or exploring for nonmetallic minerals except fuel. Also, certain well and brine operations and primary preparation plants, such as those engaged in crushing, grinding, washing, or other methods of concentration.

navigation, military. A process for directing ships, aircraft, spacecraft, and other crafts to a specific destination. Equipment determines position, distance, and course of vessel or craft.

newspaper publishing. A system with the main purpose/use of printing newspapers; typically daily or weekly publication containing such elements as news, feature articles, and advertising.

nitrogen. A chemical element.

NMOS. See

n-channel metal oxide semiconductor.

non-IBM, protocol-specific terminal. A terminal that is protocol-specific to a Burroughs,

Honeywell, or Sperry mainframe computer. Included is any terminal of this type that connects to another computer by means of protocol emulation.

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nonimpact printer. A hard-copy computer output device that forms images through electrostatic or other nonimpact methods. These printers include ink jet, laser, and thermal printers. (See also ink jet printer.)

O

OCR. See optical character reader.

OEM. See original equipment manufacturer.

nonvolatile memory. An integrated circuit using two-junction transistor technology where memory retains information when the power is off. Also known as core or permanent memory. Can be either bipolar or MOS technology process.

office equipment. Equipment used in a business or office environment. Equipment may include copiers and duplicators, electronic calculators, dictating machines, electronic typewriters, word processors, banking systems, cash registers, and mail- and letter-handling equipment.

nonvolatile random-access memory (NVRAM).

A read/write semiconductor memory device that does not lose information when the power is turned off.

notebook personal computer. The notebook personal computer is a system that resembles a laptop personal computer in general form factor and appearance. This personal computer is smaller and lighter in weight than a laptop D/C unit. The "standard" notebook size is 8.5 inches by 11 inches by 2 inches or less, and the weight of these units is in the 5- to 7-pound range. Notebook computers also, presently, make use of industry-storage mass storage media including

3.5-inch floppy disk.

off-line robotics programming. A special-purpose process simulation that graphically represents the sequence of steps to program a robot for a particular operation. The resulting data can be downloaded to a robot to update its control program.

oil field services. A software application that uses small computers in the oil rigs or the wellhead areas to log and analyze data from sensors in the well.

OLTP. See on-line transaction processing.

one-time programmable read-only memory

(OTP ROM). An EPROM packaged in plastic without a quartz window for erasure. Such a device is therefore programmable only once.

nuclear radiation detection and monitoring in-

strument. An instrument used to detect, inspect, monitor, and control alpha particles (neutrons, protons, and electrons) that emanate from the atomic nucleus as a result of radioactivity and nuclear actions.

numerical control. 1: Computer instructions that automate machining and drafting tools. 2: A technique of simulating the operation of a machine tool. 3: Descriptive of systems in which digital computers are used for the control of operations, particularly of automatic machines. A technique of controlling a machine or process through the use of command instructions in coded numerical form.

on-line transaction processing (OLTP). The input, tracking, and output of a well-defined record of information, processed in real time rather than batch. Examples include ATMs and airline reservations systems. OLTP systems are usually large and complicated enough that each one is customized, so there are few generic OLTP products.

The RAMP-C and Debit-Credit benchmarks are examples of OLTP standards.

op amp. See operational amplifier.

open systems interconnection (OSI). A communication standard for network architecture that allows communication between various equipment.

numerical-control (NC) part programming.

The programming of a numerical-control machine

operating environment. A set of conventions for screen appearance, keyboard, mouse and screen tool or automated processing system. Graphics and language-based programming tools are available.

NVRAM. memory.

operations, and program functions. Operating environments function within an operating system.

See nonvolatile random-access

operating system. 1: The software program in a computer that maps logical constructs to physical locations in the computer. The operating system is the program that lets a user access data by a file

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name without knowing where the file is physically located on the disk. 2: The operating system controls the computer's operations by managing disk, screen, file maintenance, and printer activity, while loading and running application programs. separated from a photo detector by a transparent, insulating, dielectric layer, all mounted in an opaque package. A current pulse in the LED causes a radiation pulse to flow across the dielectric layers to a photo detector, which produces a current pulse at the output. The input and output circuits are coupled with high-standoff voltage isolation.

operating utilities. A program or routine of general usefulness and applicable to many jobs or purposes.

operational amplifier (op amp). A type of integrated circuit (IC) that generates an amplified output that is exactly proportional to its input.

operator support system. Special equipment and/or software that facilitates the operation of a switchboard or comparable equipment.

optoelectronic (opto). A semiconductor device in which photons cause electron flow or vice versa. Optoelectronic chips contain transducers used between photonic circuit media and electronic media; they also may contain amplifiers, logic functions, and/or other photonic or electronic functions.

optical CD/wafer inspection. Critical dimension

(CD) refers to the line, element, or feature that must be manufactured and controlled to stringent specifications. Wafer inspection refers to the inspection of a patterned wafer for process defects by visual image process techniques.

order entry and sales support. An application to support the process of accepting and translating what a customer wants into terms used by the manufacturer. This can be as simple as creating shipping documents for a finished goods product line to a more complicated series of activities including engineering effort for make-to-order products.

optical character reader (OCR). 1: A device or scanner that can read printed or typed characters and convert them into a digital signal for input into a data or word processor. 2: The machine identification of printed characters through the use of light-sensitive devices; computer-input-only hardware.

order entry/processing. Acceptance and translation of customer requirements into terms used by a manufacturer.

organization operation. A software application that supports the day-to-day running of an organization.

optical disk controller. A device that controls the storage and retrieval of data from a video disk that is sensed through a laser beam.

optical disk drive. A data storage device utilizing laser technology. Types include CD-ROM,

WORM, and erasable optical disk drives.

optical jukebox. A library system that holds multiple disk drives and optical disks to create a large storage environment on optical media.

optical media. The substance on which data are stored electronically and read by laser technology.

original equipment manufacturer (OEM).

1: An OEM may manufacture a product for assembly into another system or larger configuration by another manufacturer or vendor. 2: A purchaser of materials, components, or equipment to be incorporated into its product line. 3: A product reseller that integrates hardware, software, and/or services. The reseller may or may not own the hardware or software. An OEM differs from a

VAR in that it adds its own label to the product and backs up its warranties.

optical-scanning equipment. See optical char-

acter reader.

OSI. See open systems interconnection.

opto. See optoelectronic.

OS/2. Computer systems based on the Intel

80XXX architecture and using OS/2 operating system software.

optocoupler. 1: A device that transmits electrical signals, without electrical connection, between a light source and a receiver. Also called an optoisolator. 2: A device that consists of an LED

other. A subject or segment that is not distinctly defined within the Dataquest High-Technology

Segmentation scheme.

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OTP ROM. See one-time programmable read-

only memory.

painting robot system. A system consisting of a number of robots programmed to paint by carrying spray guns and applying a coating of material.

Also known as finishing robot.

PABX. See private automatic branch

PAL. See programmable array logic.

exchange.

panel-type instrument. 1: Switches, dials, and buttons that are mounted on an electronic unit

pacemaker. An electronically pulsed oscillator implanted in the body to deliver electric pulses to that controls and monitors a system. 2: Electronic instrumentation devices mounted on a panel for a the heart at a fixed rate in response to a sensor that detects when a person's heart rate slows. variety of equipment purposes.

packet assembler/disassembler (PADS). A system element that buffers data sent to and from character-mode devices and assembles and disassembles the packets needed for X.25 operation.

paper. Sheets of fiber formed on a fine screen from a water suspension. There are hundreds of different types of paper based on weight, brightness, color, opacity, and coating.

particle accelerator. A device that accelerates electrically charged particles (protons, electrons)

packet data switching. Data network switches that connect terminals and packet assemblers/disassemblers to a pre-edit node using a high-speed link (56,000 bps). Can be public or private. to high energies.

part process design. The design of the actual manufacturing process and sequence.

PADS. See packet assembler/disassembler.

parts service. Spare hardware modules or components used in the repair and/or replacement of failed hardware units.

page composition. Refers to the page composition software used to produce finished draft or camera-ready pages whereby text and graphics have been aesthetically laid out using an editable

WYSIWYG display environment.

page, nonimpact, plain paper (PNPP). A printer with the ability to buffer, in part or in whole, a page of images received from an electronic source and then to transfer these images to a receiving substrate.

passive device. 1: An inert component that may control, but does not create or amplify, energy.

2: A device that exhibits no transistance. A component that does not provide rectification, amplification, or switching but reacts to voltage and current. 3: Pertaining to a general class of device that operates as signal power alone.

patient monitoring. Equipment used to monitor, control, and record data on activity concerning or affecting a patient's health.

page printer. A printer that prints characters one at a time to full-page format. Page printers are rated by speed categories, expressed in pages per minute (ppm).

pay phones. A telephone instrument located in a public location that accepts coins for operation.

paging equipment. Communication equipment that produces an audio signal in a radio receiver carried by an individual to tell him that he is needed at the telephone. Communication system for summoning individuals or making public announcements.

paging system. The equipment necessary to selectively alert individuals by tone or voice paging, either by pocket radio receivers or speakers within a building.

payroll. A software application that supports an organization making payment to its employees for work performed.

PBX-private branch exchange. See PBX tele-

phone system.

PBX telephone system. A telephone switching system on the customer premises that, by dialing an access code, permits a telephone to interface to the public telephone central exchange or office.

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PC. See personal computer system.

PCB layout. Products that are used to create the layout of the traces and components to be placed on a printed circuit board. instructions from the CPU. 2: Information flows between the CPU and a unit of peripheral equipment.

p-channel metal oxide semiconductor (PMOS).

An MOS device made on an n-type silicon substrate in which the active carriers are holes (p) flowing between p-type source and drain controls.

personal communications network (PCN). A class of communications technology that allows communication with a mobile entity. Sample technologies include mobile radio, cellular, and paging services.

PC logic chipset. A semiconductor device (or set of devices) that integrates standard logic and controller functions onto a very large scale integration

(VLSI) chip, resulting in a reduced component count on the PC motherboard.

PCN. See personal communications network.

pen-based personal computer. This is a new classification of portable computers for 1991. The general identifier for this class of machines is that they utilize a pen or stylus for data input and do not normally require a keyboard to operate. (Keyboard options are included in some of these models, but the system can be fully utilized without the inclusion of a keyboard.) Pen-based computers do not have to be able to run MS-DOS or applications that run under DOS. It is expected that there will be three or more operating systems utilized in this product: PenPoint by GO Corporation, Pen Windows by Microsoft, and others that have not been made public at the time of publication.

personal computer operating system. A personal computer operating system is a program that supervises and controls the operation of a personal computer.

personal computer system. A personal computer intended for use on the user's desk or work surface and not designed to be readily moved from place to place. Personal computers are those systems that include, as part of the basic system, a

BIOS- or ROM-based software code that is designed to permit the use of the system with any of the existing personal computer operating systems.

personal electronics. Electronic equipment for personal use.

personal finance. A software application that records, processes, and reports on personal financial data, including personal banking, credit card management, and budgeting. These applications are suitable for small businesses as well as home use.

percent retirement. See retirement.

personnel management. A software application that supports an organization in managing its employees; may include many subapplications.

periodical publishing. A system with the main purpose/use of printing publications issued at intervals.

photoblank. A blank glass plate that is processed to become a photomask for use in semiconductor manufacturing.

peripheral device. 1: Any instrument, device, or machine that enables a computer to communicate with the outside world, or areas in the operation of the computer. 2: Equipment that is connected to a computer but is not part of the computer.

Examples include printers, terminals, and disk drives.

peripheral I/O management. 1: A program that interacts with the central processing unit (CPU) of a computer to communicate with devices beyond the CPU. T h e program interprets and responds to

photomask. A glass plate covered with an array of patterns, used to form circuit patterns on semiconductor wafers. Photomasks may be made of emulsion, chrome, iron oxide, silicon, or a number of other materials.

photoreceptor. The photoreceptor is the central element in an electrophotographic copier or nonimpact printer. The photoreceptor consists of two parts; a support or substrate, usually in the form of a drum or flexible belt, and a photoconductive coating consisting of one or more layers.

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photoresist. The light-sensitive film spun onto semiconductor wafers and exposed using highintensity light through a photomask.

PLC. See programmable logic controller.

PLD. See programmable logic device.

photosensitive. Capable of emitting electrons when struck by light rays.

photosensitive plotter. A plotter that uses photosensitive properties to create an image.

plotter. 1: A recorder that charts, in graph form, a dependent variable as a function of one or more variables with an automatically controlled pen or pencil. 2: Any (vector or raster) computer hardcopy devices that perform mainly graphics functions. These devices include pen plotters, electrostatic plotters, photographic and laser plotters, and ink jet plotters.

photosensor. An optoelectronic semiconductor that responds to radiant energy. Examples are photodiodes and phototransistors.

PMD. See programmable multilevel logic

device. physical property test, inspection, and meas-

urement. An instrument designed to inspect and measure physical property.

PMOS. See p-channel metal oxide semicon-

ductor.

physical vapor deposition (PVD). A process through which specific materials are physically layered on a wafer. Includes sputtering and evaporation.

PMR. See private mobile radio.

PMR. See projection microradiography.

PNPP. See page, nonimpact, plain paper.

pin diode. A diode made by diffusing the semiconductor with p-dopant from one side and ndopant from the opposite side with the process so controlled that a thin or intrinsic region separates the n and p regions. (See also power diode.)

point-of-sale terminal. A terminal device that operates as a cash register in addition to transmitting information.

polysilicon. A silicon layer grown on a wafer in a furnace.

PLA. See programmable logic array.

placement. End-user consumption of a product that is either purchased, leased, or rented.

planning. An application that facilitates the quantitative aspects of business planning, such as modeling, budgeting, analysis, and forecasting.

plasma etchant. A highly ionized gas (plasma) in the manufacture of high-density semiconductors.

population. The total of individuals occupying an area or making up a whole. A de facto population should include all persons physically present in a country (state, province, region, city, or town) or designated area at a reference date. A de jure population, by contrast, should include all usual residents of a given country or designated area, whether or not they are physically present at the reference date. By definition, therefore, a de

facto total and a de jure total are not entirely comparable.

plastic-processing machinery. Numerically controlled machinery used for injection, structural foam, extrusion, blow molding, thermoforming, and reaction injection.

portable electronic measuring instrument. An electronic measuring instrument that can be carried or transported with ease.

plastics. 1: A polymetric material of large molecular height that can be shaped by flow; usually refers to the final product. Examples include polyvinyl chloride, polyethylene, and urea formaldehyde. 2: Displaying or associated with plasticity.

portable radio receiver transmitter. A device for converting radio waves into perceptible signals.

portfolio management. A software application that allows investors to clarify, estimate, and control the sources of risk and return in their portfolio.

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postsecondary education. The provision of formal instructional programs with a curriculum designed primarily for students who have completed the requirements for a high school diploma or equivalent.

potentiometer. A device for the measurement of an electromotive force by comparison with a known potential difference. engraved; an image outlined or set forth for commercial, professional, or industrial purposes.

print element. The mechanisms used in fully formed character printers and typewriters by which marks are made on the paper. The three types of print elements are printwheels, also known as daisywheels, golf balls, and thimbles.

power diode rectifier. A diode is a two-terminal device that permits current flow in only one direction. This property is used in diodes and rectifiers to convert AC current to DC.

printer. The unit that produces copy on paper—a typewriter or a line printer. Often connected to a

CPU that transforms electronic data into hardcopy form. (See also ink jet printer and line

printer.)

power grid control. See power management.

power IC. An analog integrated circuit that can control one or more amps of current, dissipate one or more watts of power, or is capable of operating with voltages exceeding 100 volts.

power management. A real-time application that monitors and controls power generation equipment and power line grids.

power supply. 1: A unit that supplies electrical power to another unit. 2: Energy source that provides power for operating electronic apparatus.

printer controller. 1: Within a printer, the device used to regulate, accelerate, decelerate, start, stop, reverse, or protect devices connected to an electric controller. 2: A device or instrument that holds a process or cartridge at a desired level.

3: Hardware and/or software, usually either printed circuit board- or diskette-based, that takes data streams from software and converts it to printer-specific commands. The controller may reside in a CPU; may be connected to the print engine by an interface cable, a diskette or chip set in the CPU or printer; or, as in most cases, may be a physical attachment to or integrated component of the printer itself.

power train. The mechanism by which power is transmitted from the engine to other part of the vehicle that it drives. Examples include ignition, spark timing, fuel control, turbo control, emissions systems, voltage regulator, alternator, engine control, and diagnostics.

printer controller board. See printer control-

ler. (Except all devices are loaded onto a board.)

printer, impact. Family of printers that use direct impression impact of a typebar, type head, or matrix pin to exert pressure against a paper ribbon and a platen to create a character.

power transistor. 1: A transistor that dissipates power of one or more watts. 2: A transistor designed for high-current, high-voltage applications.

printer, nonimpact. A printer capable of imaging on a substrate without physically striking it; these include ink jet, laser, and thermal printers.

premises switching equipment. Voice equipment that provides switching or call-routing functions. Includes equipment such as PBX telephone system and key telephone system.

presentation graphics. 1: A software application with a principal function of formatting text or numeric data into specified formats for the presentation of ideas. This may include graphs, charts, and/or lists suitable for professional presentations. 2: An image written, printed, drawn, or

print system network. Hardware and software that is integrated to manage the information sent to one or a number of printers, usually shared by more than one user. The system may be as simple as a switch box connected to two CPUs and one printer, or as complex as a full local area network that controls print streams to many printers from multiple CPU systems and controls job-queuing management, printing error conditions, spooling, and rerouting.

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printwheel. A print element for certain character printers. The characters are engraved at the end of spokes, the entire printwheel resembling a daisy. Also known as daisywheel.

process control system, auxiliary station.

Peripheral equipment of a process control system not in direct communication with the central processing unit or system.

private automatic branch exchange (PABX).

One type of telephone switching system that is typically used in larger businesses. The PABX allows computer-like programming of incoming and outgoing calls to optimize network configurations and provide additional call management features.

process control system, controller. The controller describes that portion of a process control system that continuously measures the value of a variable quantity or condition and then automatically acts on the controlled equipment to correct any deviation from a desired present value.

private line. A telecommunications network connection for the exclusive use of one organization.

(See also leased circuit.)

process control system, indicator. A portion of the process control system that produces a diagram measuring the pressure volume changes in a running system.

private mobile radio (PMR). See cellular

service. process control system, industrial process com-

puter. A computer that monitors the manipulations and changes of numerous conditions within a process control system automatically.

private packet data switching. A private packet data network switch connects terminals and packet assemblers/disassemblers to a packet node using a high-speed link (56,000 bps). (See also

packet data switching.)

process control system, recorder. A portion of a process control system that makes a graphic or acoustic record of one or more variable quantities.

private school or institution. A school or institution that is controlled by an individual or agency other than a state, a subdivision of a state, or the federal government; usually supported primarily by funds other than public funds; and is operated by other than publicly elected or appointed officials.

process control, nonunified system. Systemtype instruments and related equipment for process control activated from standardized electrical transmission signals, in which control and signal conditioning are separated from the display and operator interface.

processing terminal. A display terminal that has local processing capability but is dependent on communication with a host, controller, or server to provide files and application programs. Such a terminal does not have a mass data storage device.

process manufacturing. 1: Continuous process produces a continuous stream of products, the units of which are not differentiated from one another (i.e., gasoline). 2: Batch processing produces product by reference to a recipe (i.e., bread). process control system. 1: Monitoring and maintaining the operation of plants that manufacture homogeneous materials such as oil, chemicals, and paper. Process control systems are capable of detecting errors in input variables and environment and taking corrective action. Closed-loop systems are self-correcting, and open-loop systems alert an operator. 2: A computer-based system that controls physical transformation and/or the mixing of products in a fluid state.

processor. A device for handling information in a sequence of reasonable operations. Any device that can perform operations on data.

process planning and control. See process con-

trol system.

process simulation. The computerized simulation of the sequence and interdependencies of manufacturing processes. Also involves process modeling and includes NC part programming as a subset.

product. A good or service.

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product category. A grouping of similar products.

production. The manufacture of goods.

programmable array logic (PAL). PAL is a trademark of Monolithic Memories, Inc. (now part of Advanced Micro Devices), referring to a family of logic devices that are customer programmable. determined by blowing fuse links or programming memory devices to create the desired interconnections between the fixed logic elements on the device. Can be either a bipolar or MOS technology. (See also programmable logic array.)

production planning and control. Software used to plan for factory resources of a manufacturing company.

professional publishing. Systems dedicated exclusively to the job of publishing; typically, PCbased professional publishing systems focus on a single task or stage in the document production cycle, rather than managing the entire document production process.

professional services. A range of services including consulting on information technology, contract/custom programming, systems integration, facilities management, education, and ongoing maintenance.

programmable machine tool. Numerical control

(NC), computer numerical control (CNC), direct numerical control (DNC), and flexible machining centers used for metal cutting and metal forming.

programmable multilevel logic device (PMD).

A semiconductor that can be manufactured by a bipolar or MOS technology process. The device, evolved from the basic programmable logic array

(PLA), incorporates architectures to implement complex logic functions efficiently. PMDs can implement multiple levels of logic without sacrificing input/output or I/O cells or pins.

programmable read-only memory (PROM). A nonvolatile fuse-programmable solid-state memory circuit that is programmable only once, with special equipment. It is a programmed ROM that may be programmed after manufacture by blowing fuse links or shorting base-emitter junctions.

PROMs provide high-speed access to frequently needed data and instructions. They allow a vendor company to customize a system before delivery to the user.

programmable logic array (FLA). 1: A form of programmable logic device containing a structured, partially interconnected set of gates and inverters that are fuse programmed by the user.

Can be manufactured in bipolar or MOS technology.

projection/aligner. Wafer fabrication lithography equipment that uses mirrors instead of lenses. The wafer and mask are separated by distance, not allowing the entire wafer to be exposed. This process lines up two or more layers of a wafer so that the components of one layer are compatible with the components of the other layer. (See also

lithography.)

programmable logic controller (PLC). A device or transmission control unit in which hardwired functions have been replaced with software or microcode. A programmable controller enables a user to add, change, or tailor computer capacities to the user's needs; programmable solid-state devices that replace mechanical relays for controlling sequential operations, timing, counting, and similar simple control actions. Where the capabilities exist as a function of the PLC, this definition includes more sophisticated tasks such as mathematical computations, data acquisitions, reporting, and process equipment control.

programmable logic device (PLD). A type of application-specific integrated circuit (ASIC) that is user programmable (after assembly) rather than mask programmable. The function of a PLD is

projection microradiography (PMR). An electron beam is focused onto an extremely fine pencil, generating a point source of x-rays; enlargement is achieved by placing the sample very near this source and several centimeters from the recording material.

project management. A software application that supports the ordering of activities across time.

This application assists in planning and implementing projects by providing tools for forecasting requirements, projecting costs, and providing other charting and analysis features.

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PROM. See programmable read-only memory.

prosthetic medical equipment. Equipment used in the surgical and dental specialties concerned with the artificial replacement of missing body parts.

public switching equipment. Equipment used in public telecommunications to switch or route voice and data calls. This segment includes equipment such as digital central office switching equipment and digital access cross-connect systems.

protocol. A set of rules (not a program) for software programs to conform with in data communications. A program that reacts properly to data sent to it in a form that does not conflict with these rules and that sends data in conformance with these rules is said to support, or be in compliance with, the particular protocol. An example of a protocol is the one used by humans over twoway radio: the protocol is that one person finishes speaking by saying "over"; the other party then speaks, until finished and says "over"; the end of transmission is signalled by saying "over and out."

Examples of protocols in data communications are BSC (IBM) and T201 (Tymnet).

public telecommunications equipment. Equipment that includes public network services and equipment. It includes the various voice and data communications services provided by common carriers and the transmission and switching equipment used to implement these networks.

public telecommunications service. A service provided by public telecommunications carriers.

It includes services such as local telephone, long distance telephone, international telephone, leased circuit, public data network, enhanced network, and mobile communications.

protocol converter. Equipment that converts data from one format (protocol) to another. (See also gateway.)

proximity/contact aligner. Equipment that places a mask in direct contact with the wafer after the mask is aligned. With proximity, the mask does not come into direct contact with the wafer. (See also lithography.)

public transmission equipment. The equipment used in public telecommunications to transmit voice and data signals. It includes equipment such as multiplex equipment, carrier equipment, microwave radio equipment, and satellite earth state equipment.

publishing. 1: The business or profession of the commercial production and issuance of literature and information. 2: Computer-aided systems to automate the creation and printing of documents.

PTT. Postal, telegraph, and telephone organization. An organization that provides basic telecommunications services. For U.S., see regional bell operating companies.

public data network service. A packet-switched or circuit-switched network service available for public use. It includes the equipment and service charges associated with data communications networks that are offered to the general public.

These networks connect user terminals and computers to the network and may offer enhanced or value-added services, such as conversion of speeds, codes, protocols, electronic mail, or facsimile.

punch/shear/bend programmable machine

tool. Describes the action that occurs to a composite or material, generally metal, on a machine.

Punching literally punches a hole in the material, shearing cuts the material, and bending forms the material to a specified predetermined shape.

These three activities are performed on three separate machines.

purchasing. A software application that has computer-assisted generation or procurement documents specifying materials, quantities, and delivery times.

public packet data switching. See packet data

switching.

purchasing and vendor management. Contains statements as to the quantity, description, and price of the goods; agreed terms as to payments, discounts, date of performance, and transportation.

public school or institution. A school or institution controlled and operated by publicly elected or appointed officials and deriving its primary support from public funds.

PVD. See physical vapor deposition.

PW—private wire leased circuits. See private line.

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Q

QC. See quality control.

QC analysis. Quality control analysis is generally performed throughout the manufacturing process, comparing the actual part shape or feature size to the design specification.

quality. The measure of how well a product or service meets customer expectations. Alternately, the ability to produce consistently a product or service within control limits or well-defined specifications.

quality assurance. The establishment and execution of procedures to measure product quality and adherence to acceptance criteria.

random-access memory (RAM). An integrated circuit permitting read-and-write access to any memory cell or address in a completely random sequence. Can be of either bipolar or MOS technology process. A memory device with the qualities of allowing arbitrary reading or writing of a desired data location. The system accesses the addressed material without reading through intervening data. Information may be retrieved more speedily from RAM than from serial media, such as tape. Also called read-and-write and scratchpad memory.

rapid thermal processing (RTF). Process that uses machines of low temperature for contact alloying and systems for the deposition of thin gate oxides. Similar to the diffusion furnace.

quality control. Process by which product is measured to ensure conformance to specification and standards.

query language. A generalized computer language that is used to interrogate a database.

R

R&D. See research and development.

radar. A radio device used to locate objects by frequency waves reflected off the object and received by the sender, allowing the sender to determine characteristics of an object. Includes airborne, shipboard, and ground search, flight control acquisition, detection, tracking, and associated test systems.

radio. 1: The use of electronic waves/signals to produce sound. 2: Home radio receivers including

AM, AM-FM, and FM radios that are classified as table models, clock models, and portable radios. This category does not include highfidelity receivers, radio-phonograph combinations, and television receivers, nor does it include automobile radios, stereos, or tape players.

railroad control. An application that monitors and controls railroad and urban rapid transit traffic.

RAM. See random-access memory.

RBOC. See regional bell operating company.

reactant gas. Molecules that act upon one another to produce a new set of molecules.

read-only memory (ROM). 1: Computer memory that can be read from but not written to.

Permanent memory on chips wherein information can be retrieved but not stored. Memory is not lost when the power to the computer system is turned off. 2: A memory device the contents of which can be read but not altered. (See also

mask ROM.)

real estate. An environment or industry that includes owners, lessors, lessees, buyers, sellers, agents, and developers of real estate.

real-time clock. A clock that indicates actual time, such as elapsed time, as opposed to a fictitious time established by a program.

real-time data acquisition and control. 1: The process by which events in the real world are translated to machine-readable signals. 2: Automated systems in which sensors of one type or another are attached to machinery. 3: Data processing is performed so that the results are available in time to influence the controlled or monitored system.

reconnaissance. Equipment used to secure data/ information about activity and resources concerning an enemy or potential enemy's territory.

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reduced-instruction-set computing micropro-

cessor (RISC MPU). The number of instructions a microprocessor runs for a specific application are reduced from a general-purpose complexinstruction-set computing (CISC) microprocessor to create a more efficient computing engine.

relational database management system. A software application for the storage, retrieval, update, and analysis of multiple databases. These databases are linked (related) through one or more identical fields, called keys.

relay. 1: An electronic or electromechanical device for transferring a signal from one electrical circuit to another. 2: To forward a message through an intermediate station. (See also passive

device.)

remote batch. A method of entering jobs into the computer from a remote terminal.

remote control. Any system of control performed from a distance. The control signal may be conveyed by intervening wires, sounds, light, or radio signals.

remote processing. A procedure in which the operating system can be used to process messages received from remote locations via telephone lines and telephone equipment. In effect, it is an extension of the data processing and programming facilities of the computer to remote locations.

removable media disk drive. Removable media rigid disk drive has the platter enclosed in a housing that is designed to be user-accessible.

replacement demand. The subsequent demand by end users for new equipment.

reel-to-reel tape drive. A tape format in which the running tape is wound onto a separate take-up reel. Also known as open reel.

regional bell operating company (RBOC).

Seven holding companies formed by the divestiture of AT&T to provide regulated and nonregulated telecommunications services in the United

States.

research and development (R&D). Basic and applied research directed toward the discovery, invention, design, or development of new products and processes.

research supercomputer. An information system defined by a minimum of 32 low-performance computing nodes. Optimized to run highly parallel applications. Price ranges between $300,000 and

$2 million.

residual value. The value of a product at the end of its useful life. Typically used with depreciation and leasing calculations.

resistor. A passive device that measurably opposes the passage of an electric current (e.g., doped silicon). (See also passive device.)

respiratory analysis. Equipment used to examine, detect, and analyze the respiratory system.

retail trade. An environment or industry that includes establishments engaged in selling merchandise for personal or household consumption and rendering services incidental to the sale of the goods. In general, retail establishments are classified by kind of business according to the principal lines of commodities sold.

retirement. The number of products that are removed from use. A product is considered retired from the installed base if it is scrapped, returned to the manufacturer, or placed in storage.

return. The number of units previously sold outright that have been returned or retired by the customer. (See also retirement.)

remote sensing. The acquisition of information

(usually in the form of an image) about an object or area by recording electromagnetic radiation emanating from or reflected from the target. The electromagnetic energy is received and processed by a detector system that is not in physical contact with the target under study. Common platforms for detector systems are aircraft and satellites, but the definition is not restricted to these two.

revenue. The amount of money that a company receives from its customers for goods and services.

rewritable optical disk drive. An optical disk drive that uses removable media that can be erased and reused many times (also called erasable optical disk drive).

ribbon. A strip of inked material or fabric, which when struck with a print element forms a character on paper. (See also single-strike ribbon, web

ribbon, film ribbon, multistrike ribbon.)

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rigid disk. See rigid disk computer storage media.

rigid disk computer storage media. A rigid disk has a nonflexible substrate and can be made of aluminum, plastic, glass, or other rigid material. include: climate control, light reminder, keyless entry, heated windshield, sensing wipers, automatic door lock, automatic headlights, dimming, rear window defogger, antiskid braking, window control, and airbags/restraint control.

RISC MPU. See reduced-instruction-set com-

puting microprocessor.

robot. A reprogrammable multifunctional manipulator designed to move objects through variable motions for the performance of a variety of tasks. Intelligent robots commonly rely on vision systems to control their behavior through their ability to recognize objects.

robotic electronic assembly. Electronic manipulative machines that can perform functions ordinarily ascribed to humans in the assembly of material.

robotic nonelectric assembly. Same as robotic electronic assembly except that robots are mechanically maneuvered rather than through the methods and principles of electronics.

satellite. 1: A specialized radio transmitter/ receiver placed in orbit around the earth to provide transmission channels for information to be transmitted over great distances. 2: A celestial body orbiting another of larger size.

satellite communication equipment. Equipment used for communication by use of an active or passive satellite to extend the range of a radio, or other transmitter, by returning signals to earth from an orbiting satellite.

satellite earth station equipment. The total earth-based equipment used in connection with orbiting, geostationary satellites. This category includes the Very Small Aperture Terminals

(VSAT), as well as the antennae and electronic transmitting/receiving terminals.

robot programming and simulation. The use of computer-controlled manipulators or arms to automate a variety of manufacturing processes such as welding, material handling, painting, and assembly.

scanner. Input devices used for the optical sensing of images and text and/or graphics for conversion to dot patterns for incorporation into a document. This category includes both ICR and

OCR scanners with a resolution of less than

400 dpi.

robot system. Programmable manipulative machines that can perform functions ordinarily ascribed to humans. Included are robotic mechanisms, control hardware and software, and all associated peripheral equipment. These peripherals include end effectors and grippers that are used for the processing of parts, tools, and assemblies within the factory.

scheduling. An application that supports the scheduling of events.

schematic. This is a detailed diagram. In a mechanical application, schematics are used to describe hydraulic and pneumatic systems. A set of symbols are available for both applications representing standard components.

ROM. See read-only memory.

routing. An application that supports route planning. It is used to schedule the sequence of stops a transport vehicle makes.

RTF. See rapid thermal processing.

scholarships and fellowships. College expenditures applying only to money given in the form of outright grants and trainee stipends to individuals enrolled in formal coursework, either for credit or not. Aid to students in the form of tuition or fee remissions is included. College work-study funds are excluded from this category and are reported under the program in which the student is working.

safety and convenience. Equipment related to the automobile and truck industry including devices that prevent loss, hurt, or injury, or that lend ease and comfort to passengers. Examples

Schottky TTL (STTL). A form of transistor-transistor logic using Schottky diodes as transistor clamps to increase the speed of circuit operation.

A high-speed form of bipolar logic.

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scientific application. A diverse group of software applications covering varied subject matter and research on the natural sciences when these are concerned with the physical world and its

semiconductor tester. Equipment designed to test, check, and monitor the functionality of electronic circuit packages of varying complexity and functionality. phenomena. Applications are divided into two subcategories: general analysis and scientific research. General analysis is the use of computers

serial, impact, dot matrix (SIDM). A printer that creates a character image by selectively to solve various technical problems and to further placing individual dots on the substrate using mechanical force. research on subjects; this use is generally mathematical in nature. Scientific research applications are used specifically in the following fields:

serial, impact, fully formed (SIFF). A printer that prints one character at a time using thermonuclear chemistry, nuclear physics, general physics, mechanical sciences, electronics type elements to create fully formed character research, geophysics, fluid dynamics, thermodyimpressions. namics, materials research, and genetic

serial input/output (SIO). 1: A device that perengineering. mits data to be transmitted into and out of a

scientific research. A software application that pertains to research and development, not to applied science.

scientific visualization. An image computer is used for scientific modeling, technical data analysis, medical imaging, or similar large-volume data analysis. computer over a single conductor one bit at a time. 2: Pertaining to time sequential transmission of, storage of, or logical operations on parts of data words. 3: A technique for handling binary data words (which have more than one bit). 4: A device or technique where data are transferred to or from an I/O port in a serial or in-line manner.

serial, nonimpact, direct thermal (SNDT). A printer that creates the desired image a dot at a time using point-specific heat and a heat-sensitive

security. 1: The existence and enforcement of techniques that restrict access to data and the conditions under which data can be obtained.

2: A measure taken by a command to protect a system from espionage, observation, sabotage, annoyance, or surprise. 3: Protection of a system by use of commands and codes. substrate that changes color when exposed to heat.

serial, nonimpact, ink jet (SNIJ). A printer that creates the desired image a character at a time by emitting ink from an array of orifices or nozzles.

security/energy management. Safety and power management within industrial equipment and manufacturing.

serial nonimpact, thermal transfer (SNTT). A printer that creates the desired image a dot at a time using point-specific heat to transfer ink from a ribbon to a receiving substrate.

seismic analysis. 1: Seismic analysis helps support exploration activities by indicating favorable conditions for finding oil or coal reservoirs.

2: Analysis relating to an earth vibration caused by earthquakes, or other natural phenomena.

server. A processor that provides a specific service to a network, such as connecting nodes of different networks.

services. Intangible items of trade, such as education, transportation, banking, and legal and medical care.

semiconductor. 1: A group of materials that are electrical nonconductors in a pure state that can be altered by the selective introduction of impurities into its crystalline structure. Its resistivity can sometimes be changed by light, an electric field, or a magnetic field. 2: An electronic device made using semiconductor material.

SFDSP. See special-function DSP products.

sheet feeder. A sheet feeder is mounted on top of a printer and automatically inserts cut sheets into the printer and receives the ejected paper in a hopper. Sheet feeders may be single or dual tray

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High-Technology Guide Glossary for the feeding of letterhead and second sheets, or they may incorporate an envelope-feed tray for the printing of letters and envelopes simultaneously.

shipment. The number of products delivered.

shop floor and cell control. A system for utilizing data from the shop floor as well as data-processing files to maintain and communicate status information on shop orders and work centers.

Provides actual output data for capacity control purposes.

single-strike ribbon. A film ribbon. Each time a character strikes the ribbon, the ribbon advances far enough so that the next character has a completely new ribbon area to strike. The ink formulation is such that the ink on the ribbon is depleted from the area where the print element strikes the ribbon. These ribbons produce the highest print quality, but ribbon life is low compared with that of fabric and multistrike ribbons.

single-user enhanced system. See workstation

computer.

SIO. See serial input/output.

shop floor planning and control. See shop floor

and cell control.

SIDM. See serial, impact, dot matrix.

slow SRAM. A random-access memory (RAM) integrated circuit (IC) that runs at speeds greater than 70 nanoseconds. (See also static random-

access memory.)

SIFF. See serial, impact, fully formed.

silicon epitaxy deposition. A process through which vaporized silicon is deposited on a wafer.

(See also deposition.)

small-format pen plotter. A computer plotter that uses engineering-size A (8.5 x 11 inches) or

B (11 X 17 inches), architectural-size 1 (9 x

12 inches) o r 2 ( 1 2 x l 8 inches), or metric-size

A4 (21 X 29.7 centimeters) or A3 (29.7 x 42 centimeters) media. (See also plotter.)

silicon precursor gas. A specialty gas used in semiconductor manufacturing. Gases such as silane, dichlorosilane, trichlorosilane, and silicon tetrachloride are used in epitaxial and chemical vapor deposition (CVD) processes to deposit layers of silicon or silicon components onto silicon substrates.

small-signal diode. A diode with a forward current of less than 100 milliamperes (0.1 amperes).

The sides of the silicon chip are metallized and encapsulated in a tubular glass package.

small-signal transistor. A transistor that dissipates power of less than 1 watt.

silicon wafer. A nonmetallic element that is the most widely used semiconductor material today.

Silicon is used in its crystalline form as the substrate of semiconductor devices.

smart card. A credit card or credit-card-size device that contains one or more integrated circuits.

These devices usually are carried by an individual.

Common applications include financial transactions, record keeping, and user identification.

simulation. An application or system that uses representative or artificial data to reproduce various conditions in a model that are likely to occur in the actual performance of a system. Simulation frequently is used to test the behavior of a system under different operating policies.

smart interactive terminal.

smart power. An integrated circuit (IC) that contains both control logic circuits and power control elements.

terminal. See intelligent

simulation and training equipment. Equipment used to augment the acting out of real-life maneuvers/exercises as training in preparation for reallife situations. Equipment includes aircraft, flight and situation simulators, equipment operation, and maintenance systems.

smoke alarm. A detector that is activated automatically when exposed to smoke.

SNA. See system network architecture.

SNDT. See serial, nonimpact, direct thermal. d

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SNIJ. See serial, nonimpact, ink jet.

SNTP. See serial, nonimpact, thermal transfer.

space military equipment. Military equipment used beyond the earth's atmosphere. Includes satellites with accompanying communication and reconnaissance equipment, various other space platforms, launch vehicles, and ground control.

socket. An opening that supports and electrically connects to vacuum tubes, bulbs, or other devices or components when they are inserted into it.

special automotive IC. An analog IC designed for a specific automotive application.

software. 1: Any set of explicit procedures constituting a computer program. 2: Programs, procedures, rules, and any associated documentation pertaining to computer operations.

special consumer IC. An analog IC designed for use solely in consumer home entertainment and appliance products.

software support service. Activities that assist the end user in use and implementation of software products. Software support includes bug

special-function analog IC. An analog integrated circuit function used in specialized applications.

Examples are sensors, timers, and oscillators.

These devices differ from application-specific fixing, updates, and documentation, as well as support of ongoing operating problems including product-specific consulting, programming services, and training. standard products (ASSPs) in being functional blocks rather than complex configurations of functions for specific applications.

special-function DSP products (SFDSP). Products built using DSP techniques and architectures

solar cell. A pn junction device that converts the radiant energy of sunlight directly and efficiently into electrical energy. but designed for specific functions. Examples include: modems, codecs, speech processors, digital television circuits, digital filters, and fast Fourier

solid modeling. An application that represents the external and internal part geometries, allowing the solid nature of an object to be represented in transform (FFT) chips. Generally, these devices cannot be programmed by users to perform operations other than their defined function. a computer. Solid models are constructed in two ways: using primitive building blocks (constructive solid geometry) and/or using boundary definitions

(boundary representation).

special-function IC. A linear IC that does not fall into the standard product categories. This product has a specific function such as timer, oscillator, signal generator, or sensor but is not limited to a single application or market.

solid state. Pertaining to circuits and components using semiconductors. (See also semiconductor.)

solid-state subsystem. Computer memory products that comprise a block of semiconductor memory, a controller/formatter for it, a power source or access to power, a host bus interface, hardware, and software. These include modules external to the computer and kits for installation inside computers.

special-purpose computer system. A computer system designed for a specific purpose. For example: a banking computer system, word processor, or cash register.

specialty gas. A gas used in manufacturing semiconductors that is supplied in gas cylinders rather than in bulk because smaller volumes are used.

splice. A joint used to connect two lengths of conductor with good mechanical strength and good conductivity. (See also passive device.)

sonar. A device used to detect submerged objects by sonar waves reflected off the object. Also can be used to measure depth or distance. Includes search, detection, tracking, guidance, navigation, communication, sonabuoys, and associated test systems.

SONET. See synchronous optical network.

spot-welding robot system. A robot carries a resistance welding gun to produce welds.

spreadsheet. An application with the principal function of organizing data into columns and rows to allow the user to perform numerical analysis.

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SRAM. See static random-access memory. storage temperature, storage print, and storage allocation.

standard cell. An integrated circuit designed to a customer's specifications using precharacterized cells as building blocks.

standard logic. Off-the-shelf integrated circuits belonging to "families." Bipolar digital families include AS, FAST, LS, and ALS. MOS digital families include HC, HCT, and FACT. Standard logic is available from a number of suppliers and may be used in many different applications.

Sometimes referred to as glue logic. Normally has less than 150 logic gates.

storage subsystem. Computer memory product that comprises a storage device (s), a controller/ formatter for it, a power source or access to power, a host bus interface, hardware, and software. These include modules external to the computer and kits for installation inside computers.

streamer tape drive. A tape drive that uses a continuously moving tape; one that does not start and stop on each data record.

start-stop tape drive. A tape drive that starts and stops on reading or writing a data record. streaming tape drive. Tape drives (1/4-inch and

1/2-inch width) where the data stream over the head without stopping (continuous flow).

state government. One of the constituent units of a nation having a federal government.

structural. The dynamics of the physical system; usually refers to the static stability/integrity of a part, assembly, or system.

static random-access memory (SRAM). A

RAM that maintains memory as long as power is applied and does not require refreshing. SRAM densities can range from IK, with approximately

1,000 bits, to 4Mb, with approximately 4 million bits.

structural modeling/analysis. A software application for modeling and analysis of the integrity of a structure.

STTL. See Schottky TTL.

studio transmitter link. Equipment used to generate and amplify a radio signal.

statistical multiplexer. An electronic device that consolidates several data streams onto a single high-speed bit stream for transmission over a telephone line.

styling. A detailed design process where aesthetic considerations are foremost. Systems supporting this application have special refinements for rendering, modeling, and editing functions.

stepper. A semiconductor manufacturing device that uses a step-and-repeat process to transform the pattern image of a reticle or mask onto the surface of the semiconductor wafer.

subsidiary. A company partially or wholly owned by another company.

stereo headphone. A device worn on the head that permits the transmission of sound through two earphones connected by a band.

supercomputer. A high-performance computer designed for numerically intensive applications.

The current price ranges from approximately

$100,000 to $20 million.

stereo (hi-fi) component. Equipment that produces high-fidelity reproduction of sound.

storage controller board. 1: A board containing input data or parameters for an application of a general routine. 2: Those parts mounted on a board that carry out the instructions in proper sequence, interpret each instruction, and apply the proper signal.

storage management. Functions that manage the storage of information in which information can later be retrieved. Includes storage protection,

superminicomputer. An information system with price ranging typically from $100,000 to $1 million, with a minority below $100,000. CPU bit width ranges from 32 to 48 bits, with emphasis on

32. Environment is almost exclusively an ordinary office with no special environmental controls.

Equipment typically is supported full-time by a professional computer systems support staff of fewer than 10 members. It usually is built around proprietary processor and typically supports from

32 to 350 concurrent users. Examples of models are the HP 3000/930 and 950, DEC VAX 8700 and Micro VAX 3500, and IBM 9370.

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superworkstation. A superworkstation has higher graphics performance than a traditional workstation. It also has a higher processing performance rating to support graphic computations. The average price is $40,000 to $80,000 with performance ratings of 8 to 20 mips and 2 to 16 mflops.

systems planning and design. "Front-end" consulting services that are required to determine the nature of a customer's needs and the actions necessary to meet those requirements.

surgical support. Equipment relating to, or having connection with, surgery.

system subroutine library. An organized collection of computer programs that is maintained online with a computer system by being held on a secondary storage device and is managed by the operating system.

surveying and drafting instrument. An instrument used to detect, access, and measure radiation. The instrument is used in the drawing of objects, structures, or systems by engineers and scientists.

system support peripheral. An integrated circuit

(IC) considered a traditional peripheral, where each processor has a set of six to eight dedicated peripherals that provide rudimentary functions necessary to construct a microprocessor (MPU)based system. (See also traditional peripheral.)

switch. 1: A mechanical or electrical device that competes with or breaks the pattern of a current or sends it over a different path. 2: A device that connects, disconnects, or transfers one or more circuits and is not designated as a controller, relay, or control valve. (See also passive device.)

system utilities. Products that aid in the maintenance and/or repair of computer hardware, operating systems, or data recovery.

switch/multiplexer IC. Analog switches gate analog signals under the control of logic. Multiplexers are specialized analog switches that select only one of many inputs.

synchronous optical network (SONET).

emerging standard for optical networks.

An

2-D modeling. The representation of a part in two dimensions (has an x and y coordinate). This format requires three or more views (top, front, side) to depict all aspects of the part. This is the most common geometric modeling format and is used extensively with a drafting function. system management. The administration and operation of a computer system including staffing, scheduling, equipment, and service contract administration, equipment utilization practices, and time-sharing.

system network architecture (SNA).

standard for data communication.

An IBM

systems integration service. The implementation phase of tying together dissimilar devices. Services are coordinated by a single contractor who manages the procurement, installation, integration, and support of all software, hardware, and communications devices.

3-D modeling. The representation of a part in three dimensions, usually in a wire-frame format

(has an X, y, and z coordinate). This format is used commonly in high-level CAD systems to determine the placement and fit of components in an assembly. This format is not generally used for final drafting, although some systems have the capability to translate the 3-D image to a 2-D standard drafting format.

T - 1 . A high-speed, time-division, digital network link operating at 1.544 Mbps and above.

systems integrator. See value-added reseller.

T-1 multiplexer. A unit that allows multiplexing, or combining, several voice and/or data channels onto one communications link, in this case, a high-speed T-1 channel.

system software. Software that provides support structure in which applications may operate. This includes operating systems, operating environments, and utilities.

tape drive. A class of computer backup device that uses reel-to-reel, cartridge, or cassette tapes as media.

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tape recorder. A device that records and plays sound from magnetic tape.

tax accounting. An application concerned with keeping records for tax purposes, setting up accounts for paying taxes, making tax computations, and preparing tax returns.

teleconferencing. Equipment and services related to one-way and two-way video communications that use specialized video equipment and/or transmission networks. These communications enable conferencing between locations.

TDM. See time-division multiplexer.

telemarketing. A sales method that employs a sales force to move a product through the distribution channel by contacting the consumer via the telephone. Also referred to as inside sales.

teaching machine and aid. Equipment designed to assist in the training, educating, and instructing of persons to acquire knowledge or skill in a particular field(s) of interest.

technical data analysis. An application that analyzes technical or experimental data. The data may have been generated from instruments, captured from other electronic measuring devices

(such as thermocouples or strain gauges), or generated by other analysis programs.

telemetering system. See telemetry.

telemetry. Transmission of data from remote measuring instruments by electrical or, usually, radio means.

telephone. A terminal or handset used for voice and data transmission and communications. It functions as an interface between a user and a telephone switching system.

technical illustration. A drawing of a component or assembly that generally is intended for publication. This drawing will omit unnecessary dimensions and other detailed drating items and will be drawn so as to depict the part realistically.

TELeprinter EXchange (TELEX). A worldwide dial-up telegraph service enabling users to communicate directly and temporarily among themselves by means of start-stop apparatus and circuits of the public telegraph network.

technical productivity. An application that enhances the productivity of technical disciplines and is specialized for the engineering, scientific, or manufacturing fields.

teletex. An interactive communications network designed for transmission of text and graphics to televisions or other low-cost terminals.

TELEX. See TELeprinter EXchange.

technical publishing. The printing of user manuals or guides.

tension arm tape drive. A 1/2-inch reel-to-reel tape drive that uses mechanical tension arms to provide tape tension and buffing.

telecommunication integrated circuit (IC). An analog IC designed for the voice and data communication market.

telecommunications. Products and services that provide or manage the flow of information from person to person, person to machine, machine to person, or machine to machine. The telecommunications market is segmented into a combination of the premises and public telecommunications market segments.

terminal equipment. 1: A device at a node of a network through which information can be entered, extracted, or monitored. 2: Any device capable of sending and/or receiving information over a communications channel. Includes a keyboard and display that cannot stand alone because it lacks processing capability. Terminals are usually simple ASCII text-entry devices.

terms and conditions. The provisions of a contract that are stated or offered for acceptance that determine the nature and scope of the agreement.

telecom services. Includes that portion of telecommunications charges related to access and use of the public network. These charges typically are seen as a monthly usage charge for local, long distance, and private line access/utilization.

test and measurement. The process of determining the magnitude of the response of an object to a given stimulus. Also the degree to which an object may be characterized along a dimension

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(quantification of an entity). Computer-based inspection and test systems used for quality and/or process control data analysis; data may be collected by manual input or sensory devices.

test equipment. Equipment designed to test, check, monitor, and identify varying degrees of device functionality and complexity that may include quality, speed, and performance. Automated test systems and equipment such as IC testers and PC-board testers, as well as general test equipment (such as oscilloscopes, spectrum analyzers, and digital multimeters).

tie ratio. A ratio that describes the relationship between two or more product units, usually used when one product is part of or connected to another product. For example, a disk drive tie ratio to PCs of 0.8 indicates that 80 percent of the PCs contain a disk drive.

time and materials service. Remedial repair services on a per-call basis. Pricing is based on the actual length of time-to-repair, travel charges, and specific parts or materials required to complete repairs.

text capture. Process whereby words or groups of words are controlled.

therapeutic. Medical applications involved in treating specific medical conditions.

time-division multiplexer (TDM). One of several technologies used to multiplex, or combine, several voice and/or data channels onto one communications link. TDM uses "time slicing" to allocate blocks of time to each channel. See also

statistical multiplexer.

thermal. The effects of temperature on the system.

TLX. See TELeprinter EXchange.

thermal plotter. 1: A process that produces a visible image by heat-induced chemical reactions or chemically reactive media. 2: A thermally induced phase change process of a pigment-binder mixture, which is transferred from a donor sheet to the media.

thermal transfer printer. An imaging process using heated printing elements to produce prints or copies; can be either dye diffusion (coated paper) or wax based (plain paper). This process currently is used in electronic printing, facsimile machines, and full-color copiers.

toner. The substance used that develops a latent xerographic image from a photoreceptor onto a substrate, usually paper. Monocomponent toner contains both the imaging material and the carrier

(usually called developer) needed to transport the toner to the latent image. In dual-component toner, the imaging material and developer are held separately until they are mixed by the copier or printer itself. Liquid toner has the imaging material suspended in a solvent.

tool design. The design of custom-made tooling to facilitate an effective manufacturing process.

thimble. A thimble-shaped print element that floats freely across the platen of a character printer, working in a similar fashion to a daisyprint element. It is shaped like a cup, with the spokes extending around the rim of the cup, with characters positioned at the end of the spokes.

thyristor. A type of diode that consists of a fourlayer slice of silicon. The device is characterized by continuous switching. Once a thyristor has been triggered into conducting current, it will continue to conduct current until the main current falls to zero.

ticketing. A software application that supports the sale and management of tickets. The application may be as simple as ticketing a single event or as complex as ticketing airline reservations.

tools. A software program that is used by application developers or users to create applications.

Examples are spreadsheets, word processors, editors, macro languages, screen painters, and report generators. Tools are higher-level products than languages; a tool is written in a language. Unlike languages, most tools are nonprocedural, i.e., they do not require users to create code that is sequentially executed. A good example of this is a spreadsheet, where the developer/user navigates up, down, and sideways with the arrow keys or mouse and can add or delete rows and columns at any time. Examples of tools include Lotus 1-2-3

(spreadsheet); Multimate (word processor); ED-

LIN (line editor); and Ojectworks (graphical editing and object manipulation environment).

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trading turret/dealer board. A specialized type of telephone system that allows simultaneous access to multiple telephone lines. This system is used in any business that requires frequent conversations between two or more parties (i.e., stock brokers).

transmitter. 1: A device for transmitting a coded signal. 2: The carbon device in the telephone handset used to convert speech to electrical energy.

traditional peripheral. An integrated circuit that has an intermediary control device, which links a peripheral unit to the control processors.

transparency. 1: The property of being insensitive to the meaning of a code being manipulated.

An example is a paper-tape transmitter capable of transmitting any code submitted to it. If a device interprets and reacts to coded information that it is handling, it is said to be code sensitive (not transparent). 2: Clear substrates upon which images can be written, copied, or printed for projection onto a screen by an overhead projector.

traditional workstation. A midrange workstation priced between $15,000 to $50,000. Its performance ratings are 4 to 15 mips and 0.5 to 2 mflops.

traffic control. A real-time software application, mechanism, and system used to monitor and control, exert control over, and/or enforce the movement of vehicles.

transportable personal computer. The transportable personal computer is a self-contained system that can be moved from place to place as a single unit. These systems include, in a single unit, the keyboard, display, mass storage, and main system unit. Such a personal computer operates on A/C power only (no battery power). transducer. Any device or element that converts an input signal into an output signal of a different form. (See also passive device.)

transistor. A transistor is as a current-amplifying device or switch, as follows: 1: Current amplifying—a small change in a small current flows between the collector and the emitter. 2: Switch—a sufficiently large voltage applied to the base causes the maximum amount of collective current to flow. It can be manufactured in bipolar or

MOS technology process. A bipolar transistor consists of a sandwich of doped silicon layers. The transistor has three electrical connections: base, emitter, and collector. Each of these areas provides access to one of the doped regions.

transportation. An environment or industry that includes establishments providing, to the general public or the other business enterprises, passenger and freight transportation.

transportation electronic equipment. Electronic equipment used in the automotive railway and airline industry.

transportation management. The planning, analysis, and control of activities for transporting or being transported.

TTL. See transistor-transistor logic.

transistor-transistor logic (TTL). A logic circuit design with the diode inputs replaced by a multiple-emitter transistor.

two-year college. A postsecondary school that offers general or liberal arts education usually leading to an associate degree or courses that are creditable toward a baccalaureate degree.

translator. The process performed by an assembler, compiler, or other routine that accepts statements in one language and converts them to another language. 2: A device that transforms signals from one form to another form. 3: A system that has a number of inputs and outputs and is connected so that input signals representing information expressed in a certain code result in output signals that represent the input information in a different code.

two-year institution. An institution legally authorized to offer and offering at least a two-year program of college-level studies that terminates in an associate degree or is principally creditable toward a baccalaureate degree.

typewriter. A machine for writing in characters by means of a keyboard operated by striking through an inked ribbon. Usually refers to the standard office typewriter (mechanical, electrical, or electronic).

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u

UART/USART. See universal asynchronous re-

ceiver/transmitter/universal synchronous asynchronous receiver/transmitter.

utilities. An environment or industry that includes establishments providing electricity, gas, steam, water, or sanitary services to the general public or to other business enterprises.

UV EPROM. See ultraviolet electrically pro-

grammable ROM.

ultrasonic cleaners, drills. 1: An instrument used to clean debris and swarf from surfaces by immersion in a solvent in which ultrasonic vibrations are excited. 2: A drill in which ultrasonic vibrations are generated by the compression and extension of a core electrostrictive or magnetostrictive material.

vacuum column tape drive. A 1/2-inch reel-toreel tape drive with start-stop capability that uses vacuum columns to provide tape tension and buffing.

ultrasonic generator. A generator consisting of an oscillator driving an electracoustic transducer used to produce acoustic waves.

value-added network (VAN). A data communication network that provides enhanced services such as protocol conversion.

ultrasonic scanner, medical. A device that produces a picture display of ultrasonic frequency waves sent through the sample to be inspected or examined.

ultraviolet electrically programmable ROM.

An EPROM that is erasable with an ultraviolet light source.

value-added reseller (VAR) systems integrator.

A product reseller that integrates hardware, software, and/or services; it does not apply its label to the product. Systems integrators are a type of

VAR and may or may not own the hardware or software.

VAN. See value-added network.

unit. A single quantity.

universal asynchronous receiver/transmitter/ universal synchronous asynchronous receiver/

transmitter (UART/USART). An electronic circuit that converts data between the parallel format and the serial format transmitted sequentially over a communication line.

VAR. See value-added reseller systems integra-

tor.

VAX/VMS. A Digital Equipment Corporation standard multiuser operating system.

VCR. See videocassette recorder and player.

UNIX. An operating system designed to be used with microprocessors and with the C programming language.

vertical-turning programmable machine tool.

The tool of a machine that holds a workpiece along the vertical axis for a certain function to be performed such as boring, drilling, and cutting.

useful life. The economic life of a product. Typically used to determine depreciation and leasing schedules.

vibrational. The effects of vibration and shock on the system.

user interface. 1: The point at which a user interacts with a computer. 2: An interactive computer program that sends messages to and receives instructions from a terminal user.

video. 1: Relates to the bandwidth (megahertz) and spectrum position of the signal arising from television scanning. 2: The reception or recording of electronic signals that create images on a screen or display.

users per system. The typical number of simultaneous users that a computer system will support.

video camera. A camera that records visual images and sounds on magnetic tape.

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VTRs). A complete system that has a tape format such as beta, VHS, or 8mm.

VPN. See virtual private network.

VRU. See voice response unit.

VTR. See videocassette recorder and player,

videodisc player. A complete video system that has a disc format.

video equipment. Equipment includes amplifiers, television cameras, and other equipment such as synchronization equipment, live cameras, and control consoles.

W

wafer. A thin (10 to 20 mils) disk of semiconductor material from which semiconductors are fabricated.

video home system (VHS) helical scan tape

drive. A 13mm helical scan tape drive commonly used for recording television broadcasts.

videotex. An information delivery system that uses information from a database that allows the user to interact with the service, selecting information to be displayed on the user's CRT providing financial services, electronic mail, and teleshopping.

wafer fab. The integrated circuit production process—from raw wafers through a series of diffusion, etching, photolithographic, and other steps to finished wafers.

wafer fabrication equipment. Machinery used to produce wafers in the semiconductor industry.

(See also e-beam, etch-and-clean equipment,

stepper.)

virtual private network (VPN). Similar in function to a leased circuit with the exception that the circuit is not dedicated to one customer.

VLSI. Very large scale integration.

wafer inspection. Inspection of patterned wafers for process defects by visual and image-processing techniques.

water quality and sewage control. A real-time software application that monitors and controls water quality and sewage.

VMS. See voice-messaging system.

voice-messaging system (VMS). A computerbased system that enables flexible, nonsimultaneous voice communications. This definition does not include personal-computer-board-level products.

WATS. See wide area telephone service.

web ribbon. Web or towel ribbons are wide ribbons used on line, dot matrix, and line, fully formed printers. They are as wide as the print line is long—usually approximately 15 inches.

voice-recognition computer device. The capability of a computer to recognize spoken commands.

Each user must first "train" the computer by speaking a series of words that the computer can analyze and match with stored information.

wet chemical. A chemical used in semiconductor wafer fabrication. Examples are acids and solvents.

wet etch. Immersing method for wafers in an etching solution. Chemical removal of a material by bathing the wafer in acid.

voice response unit (VRU). A computerconnected device that selectively links sentences of stored words, creating a spoken word.

voice synthesizer. A device that simulates speech by assembling a language's elements under digital control.

white-collar worker. A person working in an occupation classified by the Bureau of Labor

Statistics under the following category headings: managerial and professional specialty and technical, sales, and administrative support.

voice terminal. See telephone.

voltage regulator and reference IC. 1: A device that provides power to other circuits at a specified

DC voltage. 2: A device that provides a specified constant DC voltage to a load over a wide range of variations in input voltage and output current.

wholesale trade. An environment or industry that includes establishments or places of business primarily engaged in selling merchandise to retailers; to industrial, commercial, institutional, farm, construction contractors, or professional business users; or to other wholesalers; or acting as agents or brokers in buying merchandise for or selling merchandise to such persons or companies.

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wide area telephone service. An enhanced telephone company service allowing reduced costs of certain telephone call arrangements. This service can be in-wats or 800-number service (calls can be placed to a location from anywhere at no cost to the calling party) or out-wats (calls can be placed out from a central location).

word processing. A software application with the principal function of editing, entering, and formatting text.

WP. See word processor.

write-once/read-many (WORM). 1: The

WORM optical disk market includes drives that can read and write data using various optical diskette media. 2: A data storage device using laser technology that uses a removable disk ranging in size from 3.5 to 14 inches.

word processor (WP). A standalone word processor capable of functioning independently from a central controller or storage device, although they may communicate with each other. These products generally have removable magnetic media.

Products that have evolved from electronic typewriters generally are not included in this category. The ability to share a printer among workstations does not disqualify a product from being a standalone word processor; shared-system word processors are connected to an external file server or controller; word-processor file servers are centralized data storage devices that are accessible and dedicated to shared word processing units.

X

X-ray (lithography). A machine that uses an X ray for generating a mask plate of direct image transfer to a semiconductor wafer.

X-ray, medical. Equipment used to detect, examine, treat, or analyze body systems through photographic X-rays.

X.25. A CCITT standard that defines the interface between a public data network and a pocketmode user device; also defines the services that these user devices can expect from the X.25 public data network.

work force. All persons of either sex who furnish the supply of labor for the production of economic goods and services during a specified time period.

workstation computer. A single-user computer that is distinguished from a personal computer by its features and by the user's potential migration path within the platform. A technical workstation is a system designed with integrated networking; high-performance graphics; floating point; coprocessor; and a virtual, multiuser/multitasking operating system (DOMAIN, UNIX, VMS).

WORM. See write-once/read-many.

year-average population. The installed base of a product computed at the midyear between the beginning installed base and the ending installed base of the same year.

zener diode. 1: A diode that has a controlled, reverse-voltage/current relationship. 2: A twolayer device that has a sudden rise in current above a certain reverse voltage.

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^^^^^^^^^^^^^^^^^^^^^^^^^H

^ ^ K Dataoyest ^ ^ H

^ ^ ^ ^ E . Dataquest Research and Sales Offices:

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^ ^ ^ ^ ^ E Framingham, MA 01701

^ ^ ^ V Phone: (508) 370-5555

^ ^ ^ B Fax: (508) 370-6262

^ ^ ^ ^ K Dataquest Incorporated

^ ^ ^ ^ E Invitational Computer Conferences Division

^ ^ ^ ^ K 3151 Ainvay Avenue, C-2

^ ^ ^ K Costa Mesa, California 92626

^ ^ ^ ^ Phone: (714) 957-0171

^ ^ ^ ^ Telex: 5101002189 ICCDQ

^ ^ • E Fax: (714) 957-0903

^ ^ ^ ^ K Dataquest Australia

^ ^ ^ ^ K Suite 1, Century Plaza

^ ^ ^ B 80 Berry Street

^ ^ ^ K North Sydney, NSW 2060

^^^^^f Australia

I ^ ^ K Phone: (02) 959 4544

fT".! . fyCA^IO

Telex: 25468

Fax: (02) 929 0635

Dataquest GmbH

Kronstadter Strasse 9

8000 Munich 80

West Germany

Phone: Oil 49 89 93 09 09 0

Fax: 49 89 930 3277

Dataquest Europe Limited

Roussel House, Broadwater Park

Denham, Uxbridge, Middx UB9 5HP

England

^ ^ ^ Phone: 0895-835050

^ ^ K Telex: 266195

^ ^ ^ K Fax: 0895 835260/1/2

^ ^ ^ ^ ^ K

^ ^ ^ ^ ^ Dataquest Europe SA

^ ^ ^ B Tour Gallieni 2

^ ^ ^ ^ B 36, avenue du General-de-Gaulle

^ ^ ^ K 93175 Bagnolet Cedex

^ ^ ^ ^ H France

^ ^ ^ B Phone: (1) 48 97 31 00

^ ^ ^ K Telex: 233 263

^ ^ ^ K Fax: (1) 48 97 34 00

Dataquest Hong Kong ^ ^ ^ ^ ^ H

Rm. 401, Connaught Comm. BIdg. ^ ^ H ^ |

185 V^nchai Rd. ^ H

>\^nchai. Hong Kong - ^ H

Phone: 8387336 ^ 1

Telex: 80587 -^M

Fax: 5722375 ^ 1

Dataquest Israel ^ ^ H

59 Mishmar Ha'yarden Street ^ H

Tel Aviv, Israel 69865 ^ B

.^H

P.O. Box 18198 ^m

Tel Aviv, Israel ^ H

Phone: 52 913937 ^ H

Telex: 341118 ^ H

Fax: 52 32865 ^M

Dataquest Japan Limited ^ B

Shinkawa Sanko Building ^^m

1-3-17 Shinkawa, Chuo-ku ^ H

Tokyo 104 Japan ^ H

Phone: (03) 5566-0411 fl

Fax: (03) 5566-0425 ^ H

Dataquest Korea ^ H

Daeheung BIdg. 1105 ^M

648-23 Yeoksam-dong ^ H

Kangnam-gu ^ H

Seoul, Korea 135

Phone: (02) 556-4166

Dataquest Singapore

4012 Ang Mo Kio Industrial Park 1

Ave. 10, #03-10 to #03-12

Singapore 2056

Phone: 4597181

Telex; 38257

Fax: 4563129

Dataquest Taiwan

Room 801/8th Floor

Ever Spring Building

147, Sect. 2, Chien Kuo N. Rd.

Taipei, Taiwan R.O.C. 104

Phone: (02) 501-7960

Telex: 27459

Fax: (02) 505-4265

Dataquest West Germaiiy

In der Schneithohl 17

6242 Kronberg 2

West Germany

Phone: 06173/61685

Telex: 418089

Fax: 06173/67901

i

1

I

DataQuest

Dataquest Research Methodology

ynr*.

DataQuest

Dataquest Research Methodology

Source:

Dataquest

Pidjlished by Dataquest Incorporated

The content of this report represents our interpretation and analysis of information generally available to the public or released by knowledgeable individuals in the subject industry, but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients.

Printed in the United States of America. All rights reserved. No part of this publication may be reproduced, stored in retrieval systems, or transmitted, in atiy form or by any means—mechanical, electronic, photocopying, duplicating, microfilming, videotape, or otherwise—without the prior written permission of the publisher.

© 1991 Dataquest Incorporated

March 1991

i

Dataquesfs Research

PhilosophyMethodology for Vahie

From semiconductors to systems, office to factory automation, Dataquest provides quality research on more than 25 separate hightechnology industries and their markets.

Fundamental to the way Dataquest conducts its research is an underlying philosophy that says the best data and analysis come from a well- ^ balanced program. Such a program includes a balance between primary and secondary data collection techniques; between supply-side and demand-side analysis; between focused, industry-specific research and coordinated, "big picture" analysis; and between the informed, insightful perspectives of experienced industry professionals and the rigorous, disciplined techniques of seasoned market researchers.

Ultimately, this leads to a balance between data and analysis—^the combination of which provides unique insight and ultimate value to our clients.

We follow several dimensions. Sometimes there are one-to-one, or dedicated, relationships between dimensions—^for example, between software products and their applications. We believe that all major high-technology industries mirror this scheme. Note that we do not use the term vertical markets. This term is often used to refer to either applications or environments because both terms describe the use of a product. Application describes what the product is used for, and environment describes where the product is used. The term vertical market often is used for either of these terms and thereby can cause confusion.

Figure 1

How Dataquest Tracks High Technology

Companies

Ship ^

<

Products

To From

Market Segmentation—Setting t h e Standards

The design of market segmentation and data standards is a critical issue at Dataquest. Much effort is devoted to choosing and defining the way products, industries, and markets are segmented, Dataquest's objective is to provide data and analysis along lines of segmentation that are logical, appropriate to the industry in question, and immediately useful to clients.

Over the years, Dataquest has consistently established industry-accepted standard segmentations for the way we follow products and their movement. Figure 1 reflects the way we track products. Further, we spend a great deal of time and effort in defining how we track these products and determining what our definitions are for the market metrics we use—^for example, shipments, installed base, retirements, factory revenue versus end-user revenue, market share, and so on.

Regions

Through

'

Distribution

For

'

Applications

User Environnnents

Source: Dataquest (March 1991)

Dataquest's Research Philosophy—Methodology for Value

We have therefore standardized on the following terminology, which distinguishes between application and environment, for each dimension we follow;

• Major product categories:

- Materials

- Components

- Boards and subsystems

- Equipment

- Software

- Consumables

- Services

Others

• Product—^A good or service

• Product category—^A group of similar products

• Region—Geographic areas of both shipments and consumption

• Distribution—^The path by which a product moves from manufacturer to ultimate user

• Application—^The use to w^hich a product is put; the function it performs

• Environment—^Where a product is ultimately used

The Dataquest Staff

Dataquest believes that in order for an analyst to understand and analyze an industry, the analyst must have competed in it. To that end, our staff is heavily populated with professionals who have extensive experience in the industries they analyze. These analysts have held high-level positions in engineering, marketing, product development, and other related areas.

These industry veterans are complemented by a staff of professional market researchers who understand the principles of market research and who direct Dataquest's programs in primary and secondary research, demographics, economics research, statistical analysis, forecasting, and modeling. Figure 2 illustrates our staffing philosophy. This blend of experience and training is unique in the research industry and allows Dataquest to provide its clients with market research of unequaled value.

To develop industry analysis and data,

Dataquest collects a wide spectrum of information from a carefully selected portfolio of sources. Data are collected direcdy by out researchers in the United States, Europe, Japan, and Asia.

Primary Research

The principal data collection methodology at

Dataquest is primary research—^firsthand data collection by Dataquest researchers. Primary research is conducted with businesses, households, government, and schools; manufacturers, suppliers, and distributors; and product end users. Dataquest's in-house Primary Research

Group (located in San Jose and Paris) processes more than 10,000 interviews each month, through both mail and telephone interviews, as well as using focus groups and personal interviews. Questionnaires are developed by the Primary Research Group in conjunction with Dataquest industry analysts.

All surveys have been designed and demographic samples selected to answer specific inquiries. These samples conform with

Dataquest's standard demographic profiles so that results will comply with existing data structures.

The samples are drawn from a variety of sources, frequently from the databases of our parent company. The Dun & Bradstreet Corporation, including the Dun's Market Identifier

File of 6 million U.S. businesses. We also draw samples from the databases of Computer Intelligence and Focus Research. The number of interviews conducted is usually specified to produce data with a reliability of ± 5 percent at a 95 percent confidence level.

Following questiormaire development and sample selection, each survey undergoes a rigorous pretesting to make sure the interview captures the desired information. Once adjustments have been made, the telephone surveys are conducted on-line by Dataquest's in-house team of professional interviewers. Call monitoring allows us to provide quality control throughout the process. All data entry and tabulation are done in-house.

©1991 Dataquest Incorporated March—Reproduction Proliibited

Dataquest's Research Philosophy—Methodology for Value

F^[ure 2

Research Organization

Research Operations Lines of Business

Source: Dataquest (March 1991)

Firsthand Observation

On a daily basis, Dataquest watches and measures high technology around the world, using yet another technique of primary research: firsthand observation. Dataquest analysts regularly visit the laboratories, R&D facilities, and manufacturing plants of the companies they follow. They view the technologies and new products; study the manufacturing yields and levels of automation; and meet the people behind the products and companies, from start-up companies to industry leaders.

Secondary Sources

Primary research is supplemented with a review^ of secondary-source materials.

Dataquest's Information Resource Centers throughout the w^orld maintain an extensive collection of information including technical, trade, and general business periodicals; reports; economic data; technical papers; patents; government data; directories; financial literature; product literature; press releases; and many on-line databases. These sources provide specific data points and qualitative input to

Dataquest analysis. They cover trends in technology, pricing, manufacturing capacity, competition, product features, demand, buyer behavior, and macroenvironmental forces such as demographics, the economy, and the regulatory arena. The following steps reflect the overall research process at Dataquest:

• Initiate and clarify research request

• Develop methodological approach

• Develop questionnaire

• Select sample

• Load questionnaire (on-line interviewing)

• Prepare estimates (if appropriate)

• Conduct interview^er briefing

• Pretest

• Interview

©1991 Dataquest Incorporated March—Reproduction Prohibited

Dataquest's Research Philosophy—Methodology for Vahie

• Perform quality check and call monitoring

• Merge data

• Perform scrubbing, tabulation, and statistical analysis

• Approve data

• Report on and deliver results

• Maintain database (as required)

The following is a typical cadre of sources:

Industry contacts

Industry associations and user groups

Trade shows and conferences

Demographics

D&B economic research

D&B credit services

Computer intelligence

Document management systems

Focus Research

Government and regulatory agencies

Industry and trade publications

Public databases and libraries

Annual reports and Forms 10-K

Product specifications and press releases

Patent activity

Market Sizing and Market Share

Dataquest conducts surveys of manufacturers and distributors in their respective industries monthly, quarterly, or annually. These surveys collect information on shipment and inventory levels, pricing, and short-term market expectations. Data are checked and cross-checked across data collection points at the supplier, manufacturer, distributor, and end-user levels.

This data collection effort resides at the core of our standard syndicated industry services.

We use demand-based surveys for many of our newer products and custom consulting.

However, the balance of this discussion focuses on our standard, syndicated industry service product line.

We first develop a company universe for each industry. The sources reflected in Figure 2 are checked to make sure that we have a full census of industry participants.

Next, Dataquest analysts and researchers derive estimates for each product or product category for which we collect shipment and revenue data. The estimates are then provided to vendor representatives for correction or substantiation.

The data collected in our vendor surveys are always considered public information. The data are used to allow bottom-up analysis defining market revenue, market size, and market share. The names of respondents are always kept confidential, and all data are published as

Dataquest estimates. All respondents are notified of our policies when our market estimates are initially sent.

Following is a list of steps we go through to derive estimates and reconcile the responses for final approval and reporting:

• We establish product category or modellevel detail.

• We establish estimates and check against the following:

- Aggregate data

- Industry forecast

- Historical performance

- Growth rate of competition

- Growth rate of related products

• We use the following sources:

- Vendor verification

- Quarterly financials

- Industry associations

- Distribution channel data

- Manufacturing capacity

- Life-cycle analysis

- Components and peripherals purchases

- Consumables production

- Ongoing dialog with industry sources

©1991 Dataquest Incorporated March—Reproduction Prohibited

Dataquest's Research Philosophy—Methodology for Value

- Industry analysts' qualitative insight

- Government statistics

- Other secondary sources

• We reconcile responses against Dataquest segmentation standards.

Market Forecasts

We believe that complex interrelationships among the various products, markets, and high-technology industries that we follow should be understood and accounted for in the assumptions underlying each forecast. Forecasts must reconcile the complementary nature of systems, peripherals, and components.

Our forecast methodology begins with the completion of our vendor-based data acquisition, which is used to establish market size for the given year of data collection. These data are used to measure the accuracy of our previous year's projection for the current year.

This infrastructure creates a critical foundation that is the starting point for our forecasts.

No single forecast model applies at Dataquest because of the large scope of products and industries that we follow. We have a basic forecasting framework in place that incorporates both quantitative and qualitative data to derive forecasts. Analysts take the following factors into consideration when deriving and cross-checking forecasts and their assumptions:

• Macroeconomics

• Emerging technologies

• Life-cycle analysis

• Retirements

• Environmental trends

• Demographic trends

• Product availability

• Buying intentions

• Captive production

• Historical growth

• Historical pricing

• Installed base

• Saturation

• Obsolescence

• Import and export

• Most likely constraints

• Total available market

Finally, we regularly hold research forums that provide an open exchange of opinions for our analysts.

Throughout Dataquest, each variable must be defined and measured in the same way.

Analysts may vary the relationships between variables but not the values themselves. Not all variable relationships hold true for all industries; therefore, analysts may speciiy which sets of variables to use. Data must be reported according to Dataquest standard segmentation, and all final data must be approved before they are reported. All preliminary data are clearly stated as such. All final data are reported as Dataquest estimates. Our information is sourced appropriately with the phrase

"Source: Dataquest," and the data are stamped with a date so that users have a dear understanding of w^hat iteration they are using and the assumptions behind those data.

Dataquest Market Research—

Wliat's behind the Numbers?

When Dataquest clients receive forecast data with the farniliar line "Source: Dataquest," they receive the end result of a rigorous process of primary and secondary data collection; supply-side, demand-side, and macroenvironmental analysis; and the cross-industry perspective afforded by Dataquest's uniquely broad and in-depth worldwide coverage of high technology.

Behind the numbers is a thorough discussion, involving industry professionals and research experts, and testing of the assumptions used to develop Dataquesfs forecasts. In this way, clients get more than simply a single point of data for planning and decision making. Behind the numbers is a commitment to quality—A worldwide organization of people committed to supplying the highest-quality information and analysis to Dataquest's clients.

©1991 Dataquest Incoiporated March—Reproduction Prohibited

DataQuest

Dataquest Research and Sales Offices:

Dataquest Incorporated

1290 Ridder Park Drive

San Jose, California 95131-2398

Phone: (408) 437-8000

Telex: 171973

Fax: (408) 437-0292

Technology Products Group

Phone: (800) 624-3280

Dataquest Incorporated

Ledgeway/Dataquest

The Corporate Center

550 Cochituate Road

Framingham, MA 01701

Phone: (508) 370-5555

Fax: (508) 370-6262

Dataquest Incorporated

Invitational Computer Conferences Division

3151 Airway Avenue, C-2

Costa Mesa, California 92626

Phone: (714) 957-0171

Telex: 5101002189 ICCDQ

Fax: (714) 957-0903

Dataquest Australia

Suite 1, Century Plaza

80 Berry Street

North Sydney, NSW 2060

Australia

Phone: (02) 959 4544

Telex: 25468

Fax: (02) 929 0635

Dataquest GmbH

Kronstadter Strasse 9

8000 Munich 80

West Germany

Phone: Oil 49 89 93 09 09 0

Fax: 49 89 930 3277

Dataquest Europe Limited

Roussel House, Broadwater Park

Denham, Uxbridge, Middx UB9 5HP

England

Phone: 0895-835050

Telex: 266195

Fax: 0895 835260/1/2

Dataquest Europe SA

Tour Gallieni 2

36, avenue du General-de-Gaulle

93175 Bagnolet Cedex

France

Phone: (1) 48 97 31 00

Telex: 233 263

Fax: (1) 48 97 34 00

Dataquest Hong Kong

Rm. 401, Connaught Comm. Bldg.

185 Wanchai Rd.

Wanchai, Hong Kong

Phone: 8387336

Telex: 80587

Fax: 5722375

Dataquest Israel

59 Mishmar Ha'yarden Street

Tel Aviv, Israel 69865 or

P.O. Box 18198

Tel Aviv, Israel

Phone: 52 913937

Telex: 341118

Fax: 52 32865

Dataquest Japan Limited

Shinkawa Sanko Building

1-3-17 Shinkawa, Chuo-ku

Tokyo 104 Japan

Phone: (03) 5566-0411

Fax: (03) 5566-0425

Dataquest Korea

Daeheung Bldg. 1105

648-23 Yeoksam-dong

Kangnam-gu

Seoul, Korea 135

Phone: (02) 556-4166

Fax: (02) 552-2661

Dataquest Singapore

4012 Ang Mo Kio Industrial Park I

Ave. 10, iW)3-10 to #03-12

Singapore 2056

Phone: 4597181

Telex: 38257

Fax: 4563129

Dataquest Taiwan

Room 801/8th Floor

Ever Spring Building

147, Sect. 2, Chien Kuo N. Rd.

Taipei, Taiwan R.O.C. 104

Phone: (02) 501-7960

Telex: 27459

Fax: (02) 505-4265

Dataquest West Germai^'

In der Schneithohl 17

6242 Kronberg 2

West Germany

Phone: 06173/61685

Telex: 418089

Fax: 06173/67901

Data(^est

sr c»

P-

g

Asia/Pacific-Rest of World

Semiconductor Consumption by

Application Market

November 1991

DataQuest

Library Copy

DO NOT REMOVE!

Semiconductors Asia

INFORMATION RESOURCE CENTER

DATAQUESl' INCORPORATED

1290 Ridcier Park Drive

San Jose, CA 95131-2398

(408) 437-8600

Asia/Pacific-Rest of World

Semiconductor Consumption by

Application Market

November 1991

I

DataQuest Semiconductors Asia

Source:

Dataquest

i

Published by Dataquest Incorporated

The content of this report represents our interpretation and analysis of information generally available to the public or released by knowledgeable individuals in the subjea industry, but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients.

Printed in the United States of America. All rights reserved. No part of this publication may be reproduced, stored in retrieval systems, or transmitted, in any form or by any means—mechanical, electronic, photocopying, duplicating, microfilming, videotape, or otherwise—without the prior permission of the publisher.

© 1991 Dataquest Incorporated

November 1991

i

Table of Contents

This booklet is divided into five major sections.

Cbaptex 1 Intiodactioii 1-1

Oazptei 2 Segmentation - 2-1

Qu^ner 3 Input/Oulpat Ratios „..-™ — 3-1

Charter 4 Definitions ..»».,..,.. — - - -4-1

Qizptoi 5 Application Maiket—^Database Tables 5-1

Chapter 1

Introduction

Introduction

The tables in this booklet present data to answer the following questions:

• What general electronic equipment areas are driving semiconductor demand in the

Asia/Pacific and the Rest of World (beyond

North America, Japan, and Western Europe) regions?

• What is the semiconductor value composition of various categories of electronic equipment'

• What is the usage across the various equipment types for particular semiconductor categories such as MOS Memory?

Electronic Equipment Market

Segmentation

Dataquest segments electronic equipment into six major semiconduaor application markets, as follows: e Data Processing

• Communication

• Industrial

• Consumer

• Military and Aerospace

• Transportation

For a more complete definition of these segments, please refer to the Dataquest High-

Technology Guide.

Semiconductor Input/Ou^ut Ratios

Input/output (I/O) ratio is a key term to be defined. In the context used by Dataquest, the semiconductor I/O ratio represents the relationship between the dollar value or cost of the semiconductors (the resource input) in a particular piece of electronic equipment and the selling price of the end equipment (the final product output). I/O ratio ar^ysis is a type of top-down analysis that allows one maiket variable to be derived simply from another.

Carefially constructed ratios can be relatively iadependent of time. Because I/O ratios tend to stay constant over the long run, any ratio changes over time provide important trend information.

Dataquest derives I/O ratios by closely examining the semiconductor content of individual pieces of electronic equipment

The ratio is as follows:

I/O Ratio =

Semiconduaor Cost

(Dollars In)

Selling Price of Equipment (Dollars Out)

$100

$1,000

0.10 or 109^6

By applying I/O ratios to the aimual electronic equipment consumption forecast for a region, we are able to derive estimates for semiconductor consumption by application market within that region. The I/O ratios are tools by which we have derived the estimates presented here. (The I/O ratios themselves are not presented.)

Chapters 2 through 5 comprise the remainder of information in this tab. Chapter 2, "Segmentation," describes Dataquest's segmentation of electronic equipment into six application markets and introduces the major databases contained in the notebook. Chapter 3, "Input/Output Ratios," describes the economic research that establishes the basis for using input/output ratios to generate a forecast of semiconductor consumption by application or end-equipment markets. Chapter 4, "Definitions," presents definitions of many of the specific equipment types included in the equipment forecast

Chapter 5 contains Dataquest's Asian Semiconductor applications market database.

1-1

1-2

Asia/Pacific-Rest of World Semiconductor Applications Market Forecast

Chapter 1

Application Market Database Tables

Section 1—Asia/Pacific-Rest of World (ROW) Semiconductor Consumption by

Application Market, History and Forecast (Revenue in Millions of U.S. Dollars)

Table 1.1

Table 1.2

Table 1.3

Table 1.4

Table 1.5

Table 1.6

Table 1.7

Table 1.8

Table 1.9

Table 1.10

Table 1.11

Table 1.12

Table 1.13

Table 1.14

Table 1.15

Table l . l 6

Table 1.17

Table 1.18

Table 1.19

Table 1.20

Table 1.21

Table 1.22

Table 1.23

Table 1.24

Table 1.25

Total Electronics Equipment Application Markets

Total Data Processing Application Markets

Computer Applications

Data Storage Applications

Terminal Applications

Input/Output Applications

Dedicated Systems Applications

Total Communications Application Markets

Premises Telecommunications Applications

Public Telecommunications Applications

Mobile Communications Applications

Broadcast and Studio ^plications

Other Communications Applications

Total Industrial Application Markets

Security and Energy Applications

Manufacturing Systems and Instrumentation Applications

Medical Equipment Applications

Total Consumer Application Markets

Audio Applications

Video Applications

Personal Electronics ^plications

Appliances Applications

Other Consumer Applications

Total Military and Aerospace Application Markets

Total Transportation Application Markets

Page

5-2

5-3

5-15

5-16

5-17

5-18

5-19

5-20

5-21

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5-26

©1991 Dataquest Incorporated November—Reproduction Prohibited

Chapter 1 Introduction

Section 2—Asia/Pacific-ROW Semiconductor Consumption by Application

Market Growth Rates (by Percentile)

1-3

Table 2.1

Table 2.2

Table 2.3

Table 2.4

Table 2.5

Table 2.6

Table 2.7

Table 2.8

Table 2.9

Table 2.10

Table 2.11

Table 2.12

Table 2.13

Table 2.14

Table 2.15

Table 2.16

Table 2.17

Table 2.18

Table 2.19

Table 2.20

Table 2.21

Table 2.22

Table 2.23

Table 2.24

Table 2.25

Total Electronics Equipment .^^plication Markets

Total Data Processing ^plication Markets

Computer Applications

Data Storage Applications

Terminal Applications

Input/Output Applications

Dedicated Systems Applications

Total Communications Application Markets

Premises Telecommunications Applications

Public Telecommunications ^plications

Mobile Communications Applications

Broadcast and Studio .^^plications

Other Communications

Total Industrial Application Markets

Security and Energy Applications

Manufacturing Systems and Instrumentation Applications

Medical Equipment Applications

Total Consumer Application Markets

Audio Applications

Video Applications

Personal Electronics Applications

Appliances Applications

Other Consumer Applications

Total Military and Aerospace Application Markets

Total Transportation Application Markets

5-32

5-33

5-33

5-34

5-34

5-35

5-35

5-36

5-27

5-27

5-28

5-28

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5-29

5-30

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5-31

5-31

5-32

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5-37

5-38

5-38

5-39

©1991 Dataquest Incorporated November—Reproduction Prohibited

1-4

Asla/Padfic-Rest of World Semiconductor Applications Market Forecast

Section 3—Asia/Pacific-ROW Semiconductor Consumption by Application

Market Input^Output Ratios

Chapter 1

Table 3.1

Table 3.2

Table 3.3

Table 3.4

Table 3.5

Table 3.6

Table 3.7

Table 3.8

Table 3.9

Table 3.10

Table 3.11

Table 3.12

Table 3.13

Table 3-14

Table 3.15

Table 3.l6

Table 3.17

Table 3.18

Table 3.19

Table 3.20

Table 3.21

Table 3.22

Table 3.23

Table 3.24

Table 3.25

Total Electronics Equipment Application Markets

Total Data Processing Application Markets

Computer ^plications

Data Storage Applications

Terminal Applications

Input/Output Applications

Dedicated Systems Applications

Total Communications Application Markets

Premises Telecommunications Applications

Public Telecommunications Applications

Mobile Communications ^plications

Broadcast and Studio Applications

Other Communications

Total Industrial Application Markets

Security and Energy Applications

Manufacturing Systems and Instrumentation Applications

Medical Equipment Applications

Total Consumer Application Markets

Audio Applications

Video Apfdications

Personal Electronics Applications

Appliances Applications

Other Consumer Applications

Total Military and Aerospace Application Markets

Total Transportation Application Markets

5-55

5-56

5-57

5-58

5-59

5-60

5-61

5-62

5-63

5-64

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5-i7

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P ^ e

5-41

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5-43

5-44

5-45

5-46

©1991 Dataquest Incorporated November—Reproduction Prohibited

(

Chapter 2

Segmentation

Electronic Equipment Market

Segmentation

Dataquest segments electronic equipment according to the most widely recognized application areas that form the six major semiconductor application market segments:

• Data Processing

• Coihmunication

• Industrial

• Consumer

• Military and Aerospace

• Transportation

Placement of equipment types within each segment is a matter open to a variety of interpretations. Dataquest spent more than a year and a half compiling and defining this segmentation, utilizing the following for input:

• Other Dataquest technology services

• Industry analysts in the semiconductor manufacturing community

• Trade association and government statistics

In this way, ovir segmentation both complemented and enhanced the way electronic markets have historically been analyzed. The assumptions by which Dataquest determined its placement of some of the more controversial equipment types in each segment are described in the following paragraphs.

Data Processing

The Data Processing segment is structured to include any equipment with the primary purpose of processing information. This includes add-on and peripheral devices that are used to reproduce computer data for such things as storage and hard-copy ou^ut.

The Data Processing segment is further subdivided into Computer, Data Storage

Subsystems, Terminals, Input/Output, and

Dedicated Systems. The last subsegment includes equipment with a more or less specifically defined operation, such as electronic typewriters, word processors, and automated banking/teller machines.

All personal computers (PCs) are placed within the Data Processing segment rather than in the

Consumer segment because they are products with the primary function of flexible data processing. The majority of products listed in the Consumer segment are electrical or electromechanical equipment designed primarily for home or personal use, to which increasin^y integrated semiconduaor circuitry is being added. Overall, in the cases of appliances and home entertairmient systems, the primary function of such consumer equipment is generally not flexible information processing, in spite of the fart that limited dedicated intelligence may be added as features.

Furthermore, the objective of reporting PC production, as with all equipment, is for the purpose of estimating the semicondurtor demand engendered by that type of equipment. It is not our objective to report the PC market by application segments such as home, scientific, technical, or business. Such a segmentation would represent a PC market phenomenon that is software based and has litde to do with the hardware application of semicondurtors. The same can be said for all electronic calculators because they too are primarily tools for information processing. Electronic games are designed with the primary objective of use in the home and, as such, are coimted in the Consumer segment.

Communication

The Commimications segment is subdivided into Customer Premises, Public Telecommunication, Mobile Communication, Broadcast and

Studio, and other Communication. These equipment designations have been developed to accommodate the equipment segmentation used by Dataquest's Telecommunications industry service's format and the Standard Industrial

2-1

2-2 Asia/Pacific-Rest of World Semlcoaductor AppUcatlons Market Forecast

Classification (SIC) codes used in the U.S.

Commerce Department's Current Industrial

Reports.

Industrial

The Industrial segment comprises aU manufacturing-related equipment, and it includes some scientific and dedicated systems. The Industrial segment is subdivided into the following categories: Security and Energy Management, Manufacturing Systems and Instrumentation, Medical

Equipment, and other Industrial. Here, as with all application market segments, when we present data, subtotals or line items have been arranged so that information on particular equipment types can be easily extraaed and relocated whenever possible.

Chapter 2

Government spending by other agencies, such as Health and Education or Transportation, tends to be more heavily application-oriented, unlike defense- or nulitary-oriented electronic equipment. For example, government purchases of data processing equipment by these agencies do not represent "government electronic equipment" production because the systems are already counted as U.S. manufacturers' production elsewhere in the equipment segmentation.

Dataquest segments military into two main areas: defense and commercial aerospace.

Consumer

The Consumer segment has been subdivided to include Audio, Video, Personal Electronics,

Appliances, and other Consumer. Personal

Electronics includes products carried or used by individuals, such as games, cameras, or watches.

Military and Aerospace

Dataquest has designated military electronic equipment as an application market segment cailled the Military segment, rather than using the broader segment of "Government," because military electronic equipment purchases constitute the majority of U.S. government spending. Military equipment is primarily dedicated, or produced to order, and can be singled out as representing an "equipment type."

Transportation

To date, the Transportation segment forecasts the demand for electronic equipment based on auto, light truck production, and mass transportation. However, we have used the title

"Transportation" in order to incorporate future analysis and growth of different vehicle electronics, because electronics are impacting many major vehicle markets including motorcycles and off-highway and agricultural equipment.

To date, the market is forecast based on the auto and light truck markets and accompanying estimates of increasing electronic equipxment content and use per vehicle. We segment the market into equipment types that belong in different vehicle fimctional areas, such as

Entertainment, Powertrain, Body Control, Safety and Convenience, and Driver Information.

Dataquest reviews technology trends and vehicle market dynamics with auto and semiconductor manufacturers to arrive at its market forecasts.

©1991 Dataquest Incorporated November—Reproduction Prohibited

chapter 3

Input/Output Ratios

The Power of Input/Output

Ratios

I/O ratio analysis offers a number of benefits to the market researcher, which include the following:

• It allows one market variable to be simply derived from another.

• Carefully constructed ratios can be relatively independent of time.

• The ratio can provide a means of top-down analysis.

• Insight into important trends can sometimes be gained from ratio changes over time.

An example of I/O ratio analysis allowing one market variable to be easily derived from another can be seen by considering the amount of steel used per automobile. If this ratio is known to be relatively constant, steel use by the auto industry can be derived from a forecast of automobile sales rather than by extrapolating steel use.

Carefially constmcted ratios tend to be relatively independent of time. For instance, steel vise per auto will not be directly changed by variations in steel or auto prices. However, it might vary slowly as the size mix of automobiles is changed, because compact vehicles use less steel than full-size cars.

Input/output ratios tend to provide a type of top-down analysis. For instance, steel use per car does not specify the type of steel or the supplier that the auto companies will prefer. It simply gives the total available market for steel in autos. Suppliers and products must compete within this available market. Some might gain share by lowering prices or by improving the performance of their material, but total use will remain unchanged.

Because I/O ratios tend to stay constant over , the long run, any ratio changes over time provide important trend information. In the foregoing example, if aluminum and plastic were included with steel as the primary materials used in cars, a decline in steel with time might be explained as resulting from substitution of another material.

Similarly, with respea to semiconductors, the

I/O ratio reflects the relationship between the dollar value of semiconductors in a type of electronic equipment and the revenue generated by that equipment. The ratio is typically expressed as a percentage. For example, in a bottom-up analysis, if a piece of electronic equipment (such as a personal computer) sells for $1,000 and has $100 worth of semiconductors in it, the I/O ratio is expressed as:

SemicxMiductor Value—(Dollars In)

Equipment Revenue—(Dollars Out)

$100

$1,000

0.10 (multiplied by 100) equals 10 percent

On a macro, or top-down level, imderstanding a company's equipment revenue and its total semiconductor use allows an I/O ratio to be developed for use on the aggregate. For example, instead of examining an individual

PC (as above), we can look at the manufacturer's PC revenue and also its semiconductor consumption (both merchant procurement and captive production, if necessary) for the equipment. Here, a company's PC revenue could be

$1 billion and its semiconductor consumption for these PCs could be $100 million. Again, we would derive the I/O ratio by dividing dollars in by dollars out and seeing that the aggregate I/O is still 10 percent

Dataquest derives I/O ratios using both methods—closely examining the semiconductor content of individual pieces of electronic equipment, or looking at aggregate revenue and total semiconductor consimiption of companies involved in particular electronic lines of business.

Once an I/O ratio is derived for a given type of equipment, we apply it to the history and

3-1

3-2

Asia/Padfic-Rest of World Seoodcoaductor Appllcatioas Maricet Forecast forecast of that equipment In our PC example, if the market in the United States in 1984 were $15.9 billion, the semiconductor consumption for that equipment would be approximately $1.59 billion.

Economic Theory of

Input/Output Ratios

Wassily Leontief won the Nobel prize in Economic Science in 1973 for his pioneering work in input/output analysis. He originally did this work to predict the impact of government policy changes on the economy. For instance, input/output analysis might be used at the end of a war to predict the impact of a decline in tank production on steel consumption if the steel use per tank were known.

The basic assumption of early work with input/output analysis was that ratios tend to be unchanging with time. It turns out that this assumption is quite accurate, and that input/output ratios give significant insight into the workings of the economy. Later work has shown that technology and other factors may tend to cause ratios to change with time, and it takes these changes into account (for example, if integration or substitution of one input for another becomes commonplace within the equipment). In the short term, especially with respect to the price-driven semiconductor industry, year-to-year ratios can change dramatically. For example, I/O ratios in 1984 compared with 1985 were vastly different because, on the average, prices in the semiconductor industry changed much more dramatically than in its electronics equipment counterparts. So, depending on year-to-year dynamics, the ratios may change. However, over the long run, from industry cycle to industry cycle, they tend to remain fairly constant

In its complete form, the Leontief method of analysis divides the economy into segments or industries. Some studies have used as many as

200 segments. Each industry appears in both a row and a column of a two-dimensional matrix. The number at the intersection of two industry segments represents the output of the row industry utilized by the industry heading the column. The sum of the numbers in the row is then the total output of the row industry. The sum of the numbers in a column is the total input to the column industry. The

Chapter 3

input is not necessarily equal to that industry's output unless other factors such as labor, capital, and profit are included in the analysis.

A Semiconductor Example

The calculator industry was an important consumer of semiconductors in the early 1970s.

More importantly, this industry was exposed to extremely rapid technological change during this period: retail selling prices of comparable calculators fell by a factor of 10 or more in four years. Thus, the calculator industry should serve as a severe test of the stability of input/output ratios in high-technology markets and of the effectiveness of this approach.

Input/output analysis offers much insight into the use of semiconductors in calculators. In addition, the calculator products of the early

1970s are similar to the personal computers of today, so some of the insights are still useful.

Table 1 shows an input/output analysis for two calculators: a printing calculator introduced in 1972 and a small pocket calculator introduced in 1976. It is interesting to note the marmer in which the costs of items with no semiconductor content fell in such a way as to keep the ratio of semiconductor use to selling price relatively constant (This ratio rose from 7.7 percent in the 1972 product to

12.3 percent in the 1976 product.)

For instance, the keyboard cost fell from

$13.00 to $0.56. This transition was achieved only through a complete change in the technological approach to keyboards. The first keyboard had a separate switch for every key, and each keytop, plunger, and switch had to be assembled from individual components. (In this example, the assembly labor for the keyboard is included in the keyboard price because the'keyboard is purchased as a separate item.)

By contrast, the keyboard for the pocket calculator consists of only four items for all keys: a bottom conductor, a spacer, a top conductor, and a molded single-piece keypad. The bottom conduaor is arranged in cdlumns, the top conductor in rows. "When a key is depressed it makes a cormection between the row and the column. The LSI chip processes that information to figure out which key has been depressed. All keys are molded of a single

©1991 Dataquest Incorporated November—Reproduction Prohibited

Chapter 3

Input/Outpnt Ratios 3-3

Table 1

Input/Output Ratio Analysis for Two Electronic Calculators

Selling Price

Factory Cost

Printer

Display

LSI ChipCs)

Other Semiconduaors

Total Semiconductor

Keyboard

Case

Power Supply

PC Board

Other Components

Miscellaneous

Total Other

Labor

Source: Dataquest (November 1991) piece of plastic in such a way that they can flex individually.

Printii^ Calculator

Circa 1972

Dollars

Percent

595.00 100.0

195.00 32.8

8.2

0

49.00

-

35.00

11.00

46.00

13.00

15.00

9.00

12.00

9.00

3.00

5.9

1.8

7.7

2.2

2.5

1.5

2.0

1.5

0.5

61.00

39.00

10.3

6.6

Fundamentally, the 1976 keyboard achieved its low cost by reducing the number of parts required. Some of this simplicity was achieved by complicating the LSI chip somewhat.

Because more complex chips can be purchased every year for the same price, complicating the chip tends to be "free."

Similar changes occurred in other parts of the calculator design. The pocket calculator uses a low-power LSI chip and display. For this reason, the power supply could be completely eliminated by substitution of a battery. The cost of the battery is not included because it is supplied by the purchaser as a separate item.

Substitution of a display instead of a printer for the readout function reduces costs from

$49.00 to $2.40. The display might consist either of LEDs or a liquid crystal.

1.50

0.96

2.46

0.56

0.55

-

0.97

0.21

0.87

3.16

Pocket Calculator

Circa 1976

Dollars

19.95

Percent

100.0

10.01

.

2.40

49.9

0

12.0

7.5

4.8

1.99

12.3

2.5

2.8

0.0

4.9

1.1

4.4

15.8

10.0 expensive because it holds only 10 or 15 components instead of 600. Most of the additional components are eliminated by including their function on the LSI chip. Several connectors are also eliminated because the chip, display, and keyboard can all be part of the main printed circuit board, whereas in the printing calculator they are mounted separately.

Although the input/output ratios in Table 1 are relatively stable between the two calculator products, they do change somewhat. Some of this change is because of a change in the chaimel of distribution rather than a change in technology. Note that factory cost for the printing calculator is 32.8 percent of the selling price, whereas for the pocket calculator it is 49.9 percent of the selling price. This difference is because the printing calculator has a higher sales expense. It is sold with a direa sales force that calls on customers individually, while the pocket calculator is sold on a wholesale basis through normal consumer channels.

Other components are also less expensive because of the simplicity of the design. The case is less expensive because it is much smaller, and the printed circuit board is less

Table 2 recomputes the input/output ratios using the factory cost as a basis. Note here how stable the ratios "become: the output device consumes about one-fourth of the cost

©1991 Dalaquest Incorporated November—Reproduction Prohibited

5 ^ Asla/Fadfic-Rest of World Semiconductor Applications Market Forecast Chapter 3

Table 2

Cost Ratio Analysis for Two Electronic Calculators

Factory Cost

* Printer

Display

LSI ChipsCs)

Other Setaiconductors

Total Semiconduaor

Keyboard

Case

Power Supply

PC Board

Other Components

Miscellaneous

Total Other

Labor

Souroe: Ditiquest (htovember 1991) whether it is a display or a printer. The semiconductor content is about one-fourth of the cost in both instances. Labor is constant at

20 percent. Finally, other costs are about

31 percent in both models.

The relative constancy of these ratios tends to justify the tise of input/output analysis in hightechnology markets, even during periods of rapid technological change.

PrintLo^ Calculator

Circa 1972

Dollars

195.00

Percent

100.0

49.00

25.1

0 -

35.00

11.00

46.00

17.9

5.6

23.6

13.00

15.00

9.00

12.00

9.00

3.00

6.7

7.7

4.6

6.2

4.6

1.5

61.00

39.00

31.3

20.0

2.46

0.56

0.55

-

0.97

0.21

0.87

3.16

Pocket Calculator

Circa 1976

Dollars

10.01

Percent

100.0

0

-

2.40

1.50

0.96

23.9

14.9

9.6

24.6

1.99

5.6

5.5

0

9.7

2.1

; 8.7

31.6

20.0 performed on equipment that sells in high volume or otherwise impacts the semiconductor market. They include the following:

• Personal computers

• Disk drives

• Printers

• Cellular mobile radios

Dataquest, in its analysis of end markets, prefers to use a ratio of semiconductor content in dollars to the company's sales in dollars.

This ratio tends to be relatively constant with time for a given company, especially when the markup appropriate to the cl^nnel of distribution is taken into account. As a cross-check, however, we regularly analyze key types of electronic equipment and the semiconductors that they contain. These analyses are typically

Total semiconduaor I/O ratios can also be further subdivided into major categories, such as memory, microdevices, standard logic, ASICs, and linear. They are derived in the same manner as the aggregate semiconduaor I/O ratio.

This allows an understanding of each opportunity within specific electronic equipment markets, for example, memory in personal computers, or microdevices in printers.

i i

©1991 Dataquest Incorporated November—Reproduction Prohibited

chapter 4

Definitions

One of Semiconductors—Asids strengths comes from its ability to glean information from

Dataquest's in-house experts who analyze fastgrowing electronic equipment markets. Several of the Dataquest industry services have devised definitions that are particular to the equipment that they forecast. For clients unfamiliar with

Dataquest's definitions, we have provided definitions for the seleaed equipment markets whose names may not clearly or accurately describe the equipment. In this way, users of the forecast information can vmderstand the data in relation to the appropriate market segment and equipment type.

For convenience, we have also defined some of the equipment types whose data come from non-Dataquest sources (for example, the U.S.

Department of Commerce). These definitions appear after the Dataquest definitions and are listed by application market in the order that they appear in the data tables. Here again we have oiiily defined equipment whose category title (in the table) may not be clear.

Computers

Dataquest definitions are as follows:

Computer Systems are combinations of programmable hardware and software that minimally include a central processing unit

(CPU), input/output (I/O) capability, internal memory, system peripherals, system software, a power supply, and some form of cabinetry.

• Corporate Resource Computer Systems are large-scale computer systems capable of supporting more than 150 concurrent users, and capable of supporting the central data processing needs of a large organization or the needs of a smaller number of users performing computationally intensive applications. Corporate resource computers require the support of dedicated personnel. This segment includes systems commonly called mainfirame computers and supercomputers.

• Business Unit Computer Systems are medium- to large-scale computer systems that typically support from 65 to 150 concurrent visers, and serve the data processing needs of a large business unit of a large organization or the central data processing needs of a smaller organization with equivalent requirements. These systems also may support a smaller number of users engaged in computationally intensive applications. Business unit computer systems require limited support personnel. This segment includes systems commonly called superminicomputers.

• Large Department Computer Systems are medium-scale computer systems that typically support from 21 to 64 concurrent users, and serve the data processing needs of a large department in a large organization or the central data processing needs of a smaller organization with equivalent requirements. These systems also may support a smaller number of users performing computationally intensive applications. Large department computer systems require limited support personnel. This segment includes systems commonly called minicomputers and superminicomputers.

• Small Department Computer Systems are small- to medium-scale computer systems that typically support from 11 to 20 concurrent users, and serve the data processing needs of a department in a large organization or the central data processing needs of a small organization with equivalent requirements. These systems also may support a smaller number of users performing computationally intensive applications. Small department computer systems usually require no dedicated support persoimel. This segment includes systems commonly called supermicrocomputers and minicomputers.

• Work Group Computer Systems are smallscale computer systems that typically support from 2 to 10 concurrent users. These systems have resident multiuser capability and are commonly referred to as multiuser

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Asla/Padfic-Rest of World Semiconductor Applications Matlcet Forecast

microcomputers. They require no dedicated support persormel.

• Siagle-User Enhanced Computer Systems are computer systems that support no more than one user and t5^ically are intended for dedicated use in a particular technical application. The dedicated purpose of a system

- is usually evident in the packaging, hardware and software configuration, selling channels, and other characteristics of the product and in the ways it is marketed.

Single-user enhanced computer systems include technical workstations, instrument controllers, and automation devices.

• Personal Computers (PCs) are computer systems that have the following charaaeristics:

- They are human oriented, meaning they are intended to meet individual business, professional, educational, and personal data processing needs, and do not generally act as instrument controllers or automation devices.

- They are single-user oriented, meaning that although communication may be involved, systems are intended for the data processing needs of individuals, and involve only one interactive device. PCs can generally be purchased, operated, and used by an individual rather than an organization.

- They have full alphanumeric keyboards, which distinguishes personal computers from programmable calculators, video games, and dedicated special-fimction computers.

- They have local programming capabilities using high-level programming languages, and most support BASIC, or a derivative of it. Other languages such as Pascal, FORTRAN, and COBOL are also available on personal computers.

- They have a resident operating system in ROM or magnetic media. This distinguishes PCs from terminals.

- They are able to run general-purpose applications. This distinguishes PCs from systems that are dedicated through permanent hardware or firmware adaptation to functions such as word processing and financial analysis.

Terminals

Dataquest defines the display terminal and graphics terminal industries as follows:

Display Terminals

Chapter 4

Display terminals are desktop electronic devices that are dependent upon a data communications link to a computer system, and that do the following:

• Provide an interface between a human operator and a computer system or a communications network

• Deliver a visual presentation of incoming data to the operator

• Allow the operator to enter or modify information in the computer system via a keyboard, media reader, or other local device

Alphanumeric Display Terminals

Alphanumeric terminals are display terminals that provide character information to the human operator.

Dataquest distinguishes four segments of alphanumeric display terminals, as follows:

• Segment 1 (Minicomputer-Based)—^Includes display terminals provided by minicomputer manufacturers or display terminals that are protocol specific to IBM System/34, /36, and

/38 computers. These terminals may operate in either character or block mode. This new segment does not include terminals that are compatible with those of the minicomputer manufacturers but are supplied by independent manufacturers.

• Segment 2 (Non-IBM, Protocol-Specific)—

Includes terminals that are protocol specific to Burroughs Corporation, Honeywell Incorporated, or Sperry mainframes. It also includes terminals of this type that cormect to other computers by means of protocol emulation.

• Segment 3 (IBM 3270)—^Includes terminals that are protocol specific to IBM's 3270

Information Display System. Segment 3 includes all of the IBM 3270-type terminals

©1991 Dataquest Incorporated November—Reproduction Prohibited

Chapter 4

and 3270-compatible terminals produced by other manufacturers; these terminals may be directly plug-compatible or may incorporate software emulation of the 3270 protocol.

Terminals that can provide the appearance of a 3270 device when used with a protocol converter are not included.

• Segment 4 (HostAfendor Independent)—

Includes all host-independent display tenninals produced by the independent manufacturers. These terminals may operate in either character or block modes. The independent manufacturers do not supply mainframes or minicomputers to which their display terminals may attach. This segment does not include those terminals that are from the independent manufacturers and that are protocol specific to either Segment 2 or

Segment 3. Such terminals are included in those segments, as appropriate.

Graphics Terminals

Graphics terminals are dispfay terminals that provide graphical presentation of information to the human operator.

Dataquest distinguishes three segments of graphics terminals by applications use, as follows:

• Data Conversion Graphics Terminals support the use of graphics to summarize or otherwise relate discrete data that were not originally graphics data.

• Concept Design Graphics Terminals support graphics displays that help realize accurate images of ideas conceived in the human mind.

• Imaging Graphics Terminals display a real image, visible or nonvisible, that was digitized to allow enhancements or data extraction.

Copiers and Duplicators

Dataquest classifies plain paper copiers into the following industry segments, hsxed with features that are characteristically found in them:

• Personal Copiers (PCs)

- Tabletop

Definitions

4-3

Moving platen

Single cassette

Minimally featured

Easy to install and service

Superior reliability

Compact, lightweight

Monthly copy volume of up to 1,000, with average copy volume of 400

Multiple copy speed of up to 12 copies per minute (cpm)

Purchase price less than $1,600, with typical price of $1,000

• Segment 1

Tabletop

Moving platen (generally)

Single cassette

Minimally featured, but may include reduction, enlargement, interrupt function, optional feeder, and sorter

Average copy volume of 5,000

Multiple copy speed of 15 to 20 cpm

Typical purchase price fi-om $1,295 to

$3,595

• Segment 2

- Tabletop

- Stationary platen

- Generally dual cassettes/trays

- A3 maximum copy size

- Possible enhancements may include reduction, enlargement, optional on-line feeder, sorter, and large-capacity paper cassette

- Mtiltiple copy speed from 21 to

30 cpm

- Typical monthly copy volumes ranging from 5,000 to 20,000, with average volume of 10,000

- Typical purchase price from $3,800 to

$5,000

• Segment 3

- Tabletop or console (more recent introductions are usually tabletop)

©1991 Dataquest Incorporated November—Reproduction Prohibited

4-4

• Segment 4

Asia/PacJfic-Rest of World Semicoaductor Applications Market Forecast

- Stationary platen

- Units generally offered as "systems," with standard features including reduction, enlargement, automatic duplexing, feeder, sorter, and 1,000-sheet tray

(These features are sometimes offered on a modular basis.)

- Multiple copy speed from 31 to

45 cpm; also includes console units with speeds greater than 25 cpm

- Typical monthly copy volumes ranging from 5,000 to 30,000, with average volume of 18,000

- Purchase price from $4,445 to $8,795

- Console or tabletop

- Stationary platen

- Highly featured

- Multiple copy speed from 40 to

75 cpm

- Typical monthly copy volume range from 10,000 to 75,000, with average volume of 32,000

- Purchase price from $5,695 to $26,500

• Segment 5

- Console

- Stationary platen

- Highly featured; increasing emphasis on modularity of features (input/output devices, reduction, finishing)

- Typical monthly copy volume range from 25,000 to 125,000, with average volume of 65,000

- Multiple copy speed from 70 to

90 cpm

- Purchase prices between $15,000 and

$75,000, depending on configuration

• Segment 6

- Large equipment with numeroios peripherals and special features, primarily for use in Central Reproduction

Department (CRD) environments

Possible specialized features include image shift, slip-sheet insertion, variable reduction

Intended for copy volumes of 100,000 per month and above; t5T3ical volume

170,000 per month

Multiple copy speed 91; cpm and above

Purchase prices between $43,000 and

$130,000, depending on configuration

Office Automation

Dataquest's office automation services market coverage is wide-ranging, including electronic typewriters. Definitions are as follows:

Electronic Typewriter Industry

Chapter 4

• Segment 1 (Portable ETs)—Segment 1 electronic typewriters typically are considered portable typewriters. Calculation fiinctions, as in a pocket calculator, are usually available.

Print mechanisms currently utilize thermal or daisywheel technology.

• Segment 2 (Compact ETs)—Segment 2 electronic typewriters typically are considered compart in size as they usually are physically between the size of a portable and a full-size unit. Print mechanisms typically are daisywheel technology.

• Segment 3 (Low-End, FuU-Size)—^Electronic typewriters in Segment 3 mark the low price level of full-size ETs. Print mechanisms typically are golfball or daisywheel technology for all full-size ETs. Editing capability and memory capacity are minimal. These typewriters may or may not have a partial line display.

• Segment 4 (Midrange, FuU-Size)—Segment 4 electronic typewriters represent the midprice level of full-size ETs. Editing capability is between Segments 3 and 5 and memory is limited to a few thousand chararters. Line display is common.

• Segment 5 (High-End, Full-Size)—^Electronic typewriters in Segment 5 represent the high price level of full-size ETs. This segment includes ETs with functionality that considerably overlaps that of products described as

©1991 Dataquest Incorporated November—Reproduction Prohibited

Chapter 4

word processors and personal computers among others. Editing capability is substantial and memory capability is many pages

(10-100). Removable memory is available.

Displays of many sizes may become standard.

Segment 6 (Display)—Typewriters that fit the

Segment 6 definition are positioned by the vendor as a typewriter and fit a typewriter footprint. These products have fixed or detachable keyboards, lift-off ribbons, and a screen size 12 lines by 80 characters as a minimum. Removable memory is common.

Segment 7 (Modular Displays)—Typewriters that fit the Segment 7 definition are sold into the typewriter-based market and have a modular orientation (rather than having a typewriter footprint). These models also have lift-off ribbon capacity and a screen size 12 lines by 80 characters as a minimum.

Definitions

4-5 integrated circuits. These devices are usually carried by an individual. Common applications include financial transactions, record keeping, and user identification.

Teleconununication

Telecommunication includes products and services that provide or manage the flow of information from person to person, person to machine, or machine to machine. Telecommunications equipment is hardware and software products that facilitate telecommunication. In the forecast, the telecommunications equipment market analysis is a combination of customer premises telecommunications equipment and public telecommimications equipment. CThese categories combine with radio, broadcast and studio, and other to become the entire communications sector. Within radio, Dataquest monitors the cellular mobile radio market as well. Those definitions are also included.)

Word Processors

Word processors are workstations that are designed for entering, manipulating, filing, and printing text documents. Workstations are defined as computer-based products that perform specifically defined functions as an aid to a user in completing a specifically defined task or series of tasks. Tlie types of word processors are as follows:

• Standalone word processors are capable of functioning independently from a central controller or storage device, although they may communicate with each other. These products generally have removable magnetic media. Products tiiat have evolved from electronic typewriters generally are not included in this category. The ability to share a printer among workstations does not disqualify a product fi-om being a standalone word processor.

• Shared-system word processors are connected to an external file server or controller.

• Word processor file servers are centralized data storage devices that are accessible and dedicated to shared word processing units.

S m a r t c a r d s

Smartcards are typically credit card or credit card-size devices that contain one or more

C u s t o m e r P r e m i s e s

T e l e c o m m u n i c a t i o n

Premises telecommunications equipment comprises the transmission and switching equipment used by end users in implementing premises voice and data networks. The premises telecommunications market analysis is a combination of the following segments: terminal equipment, data communications equipment, local area network connections, business communications systems, data PBX, automatic call distributors, and attached network fiinctions.

Terminal Equipment

Terminal equipment in the database includes single-line telephone sets and integrated voice/data workstation products.

Single-Line Telephone Sets. Single-line telephone sets are nonelectronic terminals or handsets used for voice communication. A single-line telephone is used as an interface between a user and a telephone switching system. Types of single-line telephone sets are as follows:

• Business single-line telephone sets are used in business establishments, including

©1991 Dataquest Incoipoiated November—Reproduction Prohibited

4-€

Asla/Facjfic-Best of World Semiconductor Appllcadons Market Forecast

government and education establishments.

They include standalone telephones and single-line telephones or stations behind a Centrex, PBX, or key telephone system.

• Residential single-line telephone sets are used in residences and include cordless, standard, feature, and other varieties of

. residential telephones.

Integrated Voice/Data Workstation

Products. Integrated voice/data workstation products are desktop or board-level devices that integrate the functionality of a telephone and a terminal, or a telephone and a personal computer. This integrated functionality includes, at a minimum, simultaneous voice and data transmission. The products are as follows:

• Asynchronous integrated voice/data workstations are desktop devices with integrated telephone and terminal functionalities that transmit data asynchronously, are compatible with telex and TWX, and have either limited or full editing capabilities. These devices have terminal capabilities frequently referred to as "conversational" or "dumb," and correspond to basic alphanumeric display terminals.

• Synchronous integrated voice/data workstations are desktop devices with integrated telephone and terminal functionalities that have ftiU editing capabilities, operate in either character or block mode, and provide IBM 3270 emulation by direct plugcompatibility or by incorporation of software emulation of 3270 protocol. These devices may offer additional, non-3270 features.

• Personal computer integrated voice/data workstations are desktop devices with integrated telephone and personal computer functionalities. They have local programmability, local mass storage, and resident operating systems.

• Integrated voice/data add-ons are telephones that attach to a terminal or personal computer, or circuit boards designed to be plugged into terminals or personal computers, to provide integrated voice/data functionalities.

Data Comtnunications Equipment

Data communications equipment includes the following segments: modems, statistical

Modems. Modems are electronic devices that provide modulation and demodulation functions of transmitted data signals over telephone lines, and convert digital data signals to analog for transmission over leased lines or the analog public switched telephone network. A number of other features are available on modems. Dataquest segments modems on the basis of type (data terminal or personal computer) and transmission speed, expressed in bits per second Cbps).

Data terminal modems are intended primarily for use with data terminals. All modems were data terminal modems prior to 1982, when some modems first started to be noarketed expressly for personal computers, as follows:

• 300-bps data terminal modems

• 1,200-bps data terminal modems

• 2,400-bps data terminal modems

• 4,800-bps data terminal modems

• 9,600-plus-bps data terminal modems

Personal computer modems are intended primarily for use with personal computers, though functionally they may be identical or nearly identical to data terminal modems, as follows:

• 300-bps personal computer modems

• 1,200-bps personal computer modems

• 2,400-bps personal computer modems

• 4,800-plus-bps personal computer modems

• High-speed modems include modems that fall into the following transmission speeds:

14.4 Kbps

16.0/16.8 Kbps

19.2 Kbps

Statistical Multiplexers. Statistical multiplexers are electronic devices that consolidate several data streams onto a single high-speed telephone line.

Chapter 4

multiplexers, T-1 multiplexers, and front-end processors.

i

©1991 Dataquest Incorporated November—Reproduction Prohibited

Chapter 4

T-1 Multiplexers. T-1 multiplexers are electronic devices that consolidate or pool multiple data streams onto a single high-speed T-1 data line. A T-1 line operates at 1.544 Mbps and allows multiplexing 24 64-Kbps channels on a single line. T-1 multiplexers are synonymous with the telephone company term DSD-1

Facility.

Definittons 4-7

RS-232-C or IBM 3270. This definition includes connections of devices, such as personal computers that access a network via terminal emulation.

LAN Personal Computer Connections. LAN personal computer connections are the hardware and software that directly connect a personal computer to a network, excluding network connections via terminal emulation.

Front-End Processors. Front-end processors are computer-based products expressly designed to relieve host computers of processing tasks such as line control, message handling, code conversion, error control, and application functions. They may also serve the functions of network management and routing, thus off-loading these duties from the host computer. Included are remote concentrators that are not attached directly to a host computer but are connected via a communications link to another front-end processor. Not included in this definition are general-purpose computer systems functioning as front-end processors.

Local Area Network (LAN) Connections

LAN cormections are combinations of hardware and software that enable connection of a device to a cable-based network system that serves a building or a campus environment.

The network must be capable of connecting three or more devices in a peer-peer relationship for the purpose of sharing information and resources. Excluded are connections that are point-to-point, through PBXs or through data PBXs. Dataquest segments LAN connections on the basis of the type of device connected—multiuser computer systems, terminals, personal computers, office workstations, computer-aided engineering workstations, and special-purpose de\dces.

LAN Computer System Connections. LAN computer system connections are the hardware and software that direcdy connect a multiuser computer system to a network, allowing the system to communicate with other devices on the network.

LAN Terminal Connections. LAN terminal connections are the hardware and software that connect any type of device to a network via an industry standard interface, such as

DSU/CSU

Data service units (DSUs) and channel service units (CSUs) provide an interface to digital services such as the Bell Dataphone Service

(BDS).

Data Network Control Systems

Data network control systems are products or devices that diagnose, isolate, reinstate, or accumulate information for network components or provide reports and analyses of network performance. Examples are as follows:

• LAN Office Workstation Connections. LAN office workstation connections are the hardware and software that direcdy connert a word processor or other dedicated office automation workstation to a network, excluding network connections via terminal emulation.

• LAN CAE Connections. LAN CAE connections are the hardware and softw^are that direcdy connect a computer-aided engineering workstation to a network, excluding network cormections via terminal emulation.

• LAN Special Connections. LAN special connections are the hardware and software that direcdy connect a network server (such as a gateway, print server, or file server) or a special factory device (such as a numerical control computer or a robot) to a network, excluding network connections via terminal emulation.

Business Cotnmunications Systems

Business communications systems include die following key segments: key telephone systems and Private Branch Exchange (PBX). Market analyses for business communications systems

©1991 Dataquest Incorporated November—Reproduction Prohibited

4-8 Asla/Padfic-Rest of WofId Semiconductor Applications Market Forecast

are presented for the number of lines connected to these systems by line-size segment.

For PBX, line size refers to the number of lines with which a system is equipped. The segments are defined as follows:

• Key Telephone Systems. Key telephone systems are customer premises telephone switching systems that allow telephones to interface to the public telephone central exchange or office without using an access code. Typically, these systems also require proprietary multibutton telephones, a centralized key service unit (KSU), and "skirmy wire" cable consisting of 2- or 3-pair conductors. If the system requires dialing an access code, Dataquest classifies it as a

PBX.

The key telephone systems market is segmented by technology (electromechanical

1A2 or electronic), as follows:

- Electromechanical 1A2 key telephone systems utilize mechanical switching technology for call processing. In other words, these systems use a metallic connection in the call processing circuitry.

- Electronic key telephone systems utilize electronic switching technology for call processing. In other words, these systems use an electronic switching matrix in the call processing circuitry.

• PBXs. PBXs are customer premises telephone switching systems that, through the dialing of an access code, permit telephones to interface to the public telephone central exchange or office. A PBX includes desktop end-user terminals, attendant consoles, building wiring, switching cabinets, and interconnections between switching cabinets.

Dataquest segments the PBX market by system line size. Lines are the number of telephones attached to a system, as foUows:

1- to 40-line-size PBXs

41- to 100-line-size PBXs

101- to 400-line-size PBXs

401- to l,000-line-si2e PBXs

More than 1,000-line-size PBXs

Data PBXs

Oiapter 4

Data PBXs are digital PBXs that allow terminals to switch and contend for computer ports by providing RS-232-C connections, but that do not provide voice switching. The market analysis includes revenue for both data PBX base units and add-on channels.

Automatic Call Distributors

Automatic call distributors are customer premises, computer-based systems that provide real-time monitoring of the telephone system work load; distribute calls to the agent who is idle the longest; and use a queuing or waiting list assignment that holds the callers in queue until agents are available, averages out the random flow of traffic, and decreases peak traffic load. These systems also contain features known as gates or agent split groups that provide functional divisions within the routing scheme and aUow calls to be directed to specific groups or agents.

Attached Network Functions

Attached network functions includes the following segments: protocol converters, voice messaging systems, station message detail recording/call accounting, and video teleconferencing. The segments are defined as follows:

• Protocol Converters. Protocol converters are electronic devices that create compatibility between peer protocols at the data link level. These devices are also known as terminal controllers, protocol emulators, communications control imits, access controllers, and network access systems. Not covered in this definition are software emulation packages, including host or front-end processor packages; personal computer emulator boards or software; word processing document converters; X.25 gateways, including packet assemblers/disassemblers (PADs); or devices that provide for terminal connection to the host via PBXs, such as computer-PBX interface (CPI) or digital multiplex interface

(DMI).

• Voice Messaging Systems. Voice messaging systems are computer-based systems that

©1991 Dataquest Incorporated November—Repnxluction Prohibited

Chapter 4

enable flexible, nonsimultaneous voice commvinication. The principal feature of voice messaging is time shifting of both messages sent and messages received, which is accomplished by message storage on magnetic media. Flexibility is accomplished through software and can include message broadcasting to multiple recipients, controlled access to messages, and other features. Voice messaging functions are available through dedicated, in-house systems; subsystems on PBXs; service bureaus; and specialized software and terminal products.

This definition does not include personal computer board-level products. Tliese systems are defined as follows:

— Standalone voice messaging systems attach to telephone systems but are not integrated subsystems of the telephone systems. Standalone systems provide basic telephone answering functions and limited access to PBX software features such as call forwarding, return to operator, or message waiting indication.

A standalone system requires that the call be manually transferred between the PBX and the voice messaging system.

- PBX-integrated voice messaging systems are integrated subsystems of PBXs.

PBX-integrated systems provide automatic call routing to the voice messaging system from the PBX and provide users many of the features and functionalities provided by the PBX.

• Call Accounting. Station message detail recording (SMDiO/call accounting includes equipment and services that record the calling activity of a Centrex, PBX, or key telephone system. The recorded information can be manipulated to generate reports and support telephone cost allocation and other telephone management information needs.

SMDR equipment includes standalone devices, PBX- and key sj^tem-integrated systems, and call accounting software for computer systems.

• Video Teleconferencing. Video teleconferencing includes equipment and services related to one-way and two-way video communication that use specialized video equipment and/or transmission networks. These communications are for the purpose of conferencing between locations.

Definitions

Public Telecommunication

4-9

Public telecommunication comprises public network services and equipment. Public network equipment comprises the transmission switching equipment used by carriers in implementing public voice and data networks. In the database, the public telecommunications market analysis is a combination of the transmission equipment and switching equipment segments.

Transmission Equipment

Transmission equipment includes the following segments: multiplex equipment, carrier systems, microwave radio equipment, and satellite earth station equipment, as follows:

• Multiplex Equipment Multiplex equipment is equipment useid to combine a number of voice-frequency message channels for transmission over a common medium, such as satellite, microwave radio, j cable carrier, or fiber-optic cable. Excluded from this definition are data-only customer premises multiplex equipment and multiplex equipment that is integral to carrier or microwave radio systems.

• Carrier Systems. Carrier systems provide transmission of a number of voice fi"equency signals over a common cable. This segment includes subscriber carrier systems and trunk carrier systems.

• Microwave Radio Equipment. Microwave radio equipment includes microwave antennae (dishes), transmitter/receiver systems, power supplies, waveguides, chatmel banks, repeaters, and other equipment used in microwave radio systems. This definition includes both analog and digital equipment and both public common carrier and private industrial equipment.

• Satellite Earth Station Equipment. Satellite earth station equipment is the earth-based equipment used in connection with orbiting, geostationary satellites used for voice and data communication and television program distribution. It includes antennae and electronic transmitting/receiving terminals. This definition excludes satellite earth station equipment used for direct broadcasting satellite (DBS) reception.

©1991 Dataquest Incorporated November—Reproduction Prohibited

4-10

Asia/Pacific-Rest of World Semiconductor AppUcatloiis Market Forecast

Switching Equipment

Switching equipment includes the following segments: central oflfice switching equipment, other common carrier switching equipment/ tandem switches, private packet data network nodes, and private packet data network PADs.

• Central Office Switching Equipment. Central office switching equipment includes electronic or electromechanical systems that interconnect local telephone lines Ooops) and connect local telephone lines to long distance trunk lines, lliis definition includes analog and digital equipment and equipment used by both the Bell operating companies and the independent telephone companies, as follows:

- Central office analog switching equipment

- Central office digital switching equipment

Other Common Carrier Switching Equipment/Tandem Switches. Other comotnon carrier switching equipment/tandem switches include switching equipment used by the other common carriers in providing longdistance communications services.

Private Packet Data Network Nodes. Private packet data network nodes are electronic devices that manage packet transmission around the entire network, automatically rerouting packets over the network when overcrowding of nodes occurs.

Private Packet Data Network PADs. Private packet data network PADs are electronic devices that coimea terminals directly to the network and provide the protocol conversion from native mode to CCITT X.25. low-power transmitter. Each cell is assigned operating frequencies for communication with mobile telephones within the cell. The cell site equipment connects over land lines to a mobile telephone switching office that switches lines between individual mobile units and connects mobile units to the telephone network.

Cellular mobile radio equipment is the equipment used in cellular mobile radio systems.

This segment includes mobile telephones and base station equipment.

Mobile Telephones

Mobile telephones include mobile units for automobiles and portable units for hand-held operation.

Base Station Equipment

Base station equipment includes all site equipment and switching equipment used in cellular radio systems.

Manufacturing Systenjs

Chapter 4

Manufacturing Systems include programmable equipment used for the production of goods.

Process Control Systems

Process control systems monitor and maintain the operation of plants that manufacture homogeneous materials such as oil, chemicals, and paper. Process control systems are capable of detecting adverse circumstances and taking corrective action. They may also send an . alarm to an operator who can then decide on the appropriate response.

i

Radio

Dataquest monitors the cellular mobile radio market under the communications category

"radio."

Cellular Mobile Radio

Cellular mobile radio is a form of telephone system in which the service area is divided into a grid of cells, each served by a

Programmable Machine Tools

Programmable machine tools include numerical control (NC) computer numerical control

(CNC), direct numerical control (DNC), and flexible machining centers used for metal cutting and metal forming. Further definitions are as follows:

• Identification—^Bar codes, radio frequency, machine vision, and other sensors used for identification are covered in the Sensors in

Manufacturing chapter.

{

©1991 Dataquest Incorporated November—Reproduction Prohibited

Chapter 4

Controls—The computers, programmable controllers, and software used in material handling are included in the MAS volumes

Computers in Manufacturing and Software in

Manufacturing.

Automated Giiided Vehicle Systems

(AGVSs)

AGVSs include vmmanned mobile transporters under programmable control that are used to move materials and tooling throughout the factory and warehouse. These transporters include towing vehicles, pallet trucks, unit-load transporters, light-load transporters, automated forklifts, and self-loading and self-unloading vehicles.

Definitions 4-11

a chain, sliding belt, moving slats, or powered rollers. In addition to providing transportation, conveyors can also sort and accumulate. Conveyors are used in nearly every manufacturing and nonmanufacturing industry. Dataquest focuses primarily on the unit load conveyors that are used in manufacturing, and exdudes the bulk handling conveyors that are used to transport coal, ore, oil, or grain, in mining, agriculture, and other nonmanufacturing industries.

Monorails

A monorail system transports loads in a suspended carrier, or trolley, that runs on wheels along a fixed overhead rail. Automated monorails offer flexibility through multiple routes and elevations, and provide transportation, accumulation, and storage of goods. Dataquest looks at both patented steel and aluminum track monorail systems.

Automated Storage and Retrieval

Systems (AS/RSs)

AS/RSs indude all hardware, software, and systems that are used for mechanical hoists and carriages, and that interface with racks and bins for automatic storage and retrieval of unit loads, pallets, and individual parts. These systems move materials from inventory to operations and back to inventory, frequently for work-in-process inventory.

Military and Aerospace

Space Systems

space systems indude satellites, various space platforms, launch vehides, and ground control equipment.

Automated Warehouse Systems

(AWSs)

An AWS refers (broadly) to dedicated AS/RSs that are used not on die factory floor, but in warehouses that may or may not be located with the manufacturing facility. The value of an AWS indudes the control system and the associated material handling equipment and structures, but excludes the building unless it is a structural part of the automated system.

AWS refers to computerized warehouse inventory control systems, which indudes the computers and software that monitor and control the materiak in warehouses, whether or not the materials are part of an automated storage device or system.

Avionics

Avionics systems indude airborne navigation systems, computer systems, flight and engine controls, and instrumentation.

Command and Control

Command and control equipment indudes ground and shipboard computer-based information processing systems.

Conveyors

Conveyors are transporting devices for moving materials along a pathway; they are driven by

Radar/Sonar

Radar/sonar equipment indudes airborne, shipboard, and ground-based search, acquisition, detection, tracking, fire control, and sonabuoy systems.

©1991 Dataquest Incorporated November—Reproduction Prohibited

4-12

AsWPadfic-Rest of World Semiconductor AppUcadons Market Forecast

Electronic Warfere

Electronic warfare equipment includes warning receivers, jammers, assorted electronic countermeasure systems, signal intelligence systems, and reconnaissance systems.

Missiles/Weapons

Missiles and weapons include guidance, control, fusing, and launcher equipment.

Communication

Military communications equipment includes voice, data, and cryptographic equipment.

Simulation and Training

Simulation and training equipment includes flight and situation simulators, equipment operation, and maintenance systems.

Chapter 4

Commerce. We have listed the equipment and definitions by application market segment. We have listed only equipment types whose names do not clearly define the equipment.

Data Processing

Input/Output

Key Entry EquipntenL Key entry equipment includes data entry equipment such as key disk, key tape, or keypunch equipment.

Media-to-Media Data Conversion. Media-to-

media data conversion equipment indudes computer output-to-microfilm recording units, tape print units, and card-to-tape conversion units, as well as document entry devices.

Communication

Radio

Miscellaneous Equipment

Miscellaneous equipment includes classified systems, test equipment that is not elsewhere classified, vehicle control, medical equipment, assorted development and office equipment, and unassigned research and development equipment.

Civil Aerospace

Aeronautical, Nautical, and Navigational

Instruments

Aeronautical, nautical, and navigational instruments indude flight and navigation sensors, transmitters and displays, gyroscopes, and airframe equipment instruments.

Aircraft Engine Instruments

Aircraft engine instruments indude sensors, transmitters, and displays specific to engine functions and do not indude flight equipment.

Non-Dataquest Definitions

The following information provides brief descriptions of the equipment that is not defined by Dataquest services but comes fi-om such sources as the U.S. Department of

Mobile Radio Systems. Mobile radio systems indude airborne, marine, and ground systems sold as complete packages that indude transceivers, po^ver amplifiers, antennae, repeaters, and transmitters. It does not indude amateur and CB radio equipment.

Mobile Base Stations. Mobile base stations indude air, marine, and ground stations (transmit/receive package) and does not indude amateur and CB radio equipment (Mobile

Vehicular is similar).

(Checkout, Monitoring, Evaluation, and

Others. Checkout, monitoring, evaluation, and other is classified as dectronic support equipment for communications systems.

Broadcast and Studio

Audio Equipntent Audio equipment indudes amplifiers, preamplifiers, control consoles, and other equipment, induding terminal and broadcast equipment.

Video Equipment. Video equipment indudes amplifiers and television cameras and other equipment such as synchronization equipment, live cameras, and control consoles.

©1991 Dataquest Incorporated November—Reproduction Prohibited

Chapter 4

Definitions 4-13

Cable Television Equipment. Cable television

equipment includes all equipment for both the head and subscriber ends.

Others. Transmitters, receivers, and RF power amplifiers include point-to-point equipment

(except amateur and CB radio) and include all components whether shipped complete or separately. Radio communications equipment is also included. These systems are communications equipment and exclude broadcast. (A similar title is listed in Broadcast. That equipment is transmitters, translators, and RF power amplifiers including AM, FM, and television.

Broadcast transmission live and phasing equipment is also in this category.)

Industrial

Security/Energy Management

Discrete Devices. Discrete devices include automatic controls that are principally used as components for air conditioning, refiigeration, and heating.

Others

Lab and Scientific Apparatus. Lab and scien-

tific apparatus include balances and scales, fijmaces and ovens, evaporation, distillation, sterilizers, burners, dryers, and associated and similar equipment used within the scientific, and lab environment.

Consumer

Audio

Radio. Home radio receivers include AM, AM-

FM, and FM radios that are classified as table models, clock models, and portable radios. It does not include high-fidelity receivers, radiophonograph combinations, and television receivers, nor does it include automobile radios, stereos, or tape players.

Stereo Sets and High-Fidelity Equipment.

Stereo sets and high-fidelity equipment include phonographs and high-fidelity components including receivers, tuners, power amplifiers, turntables, and audiotape recorders and players. Audio amplifiers are included in this segment as well.

Manufacturing Systems/Instrumentation

Video

Test Equipment. Test equipment consists of automated test systems and equipment such as

IC testers and PC-board testers, as well as general test equipment (for example, oscilloscopes, spectrum analyzers, and digital multimeters).

Video Cassette Recorders and Players (VCRs

or VTRs). Video recorders and players include complete systems that have a tape format such as beta, VHS, or 8mm.

Video Disk Players. Video disk players

include complete systems that have a disk format.

Integrating and TotaUzii^ Meters for Gas and

Liquids. Integrating and totalizing meters for gas and liquids include those that register consumption and positive displacement, including meters, fuel dispenser meters, and gas meters.

Color Television and Black-and-White

Television Receivers. Household television

receiver equipment includes table and portable models of less than 10 inches to more than

17 inches that are both monochrome and color. It also includes console and televisionradio-phonograph-type recorder combinations.

Panel Meters, Elapsed Time Meters, Portable

Measuring Instruments, and Electrical

Personal Electronics

Recording Instruments. All panel meters,

elapsed time meters, portable measuring instruments, and electrical recording instruments are electrical indicating instruments used to measure electricity.

Electronic Games. Electronic games include those that are for arcades or amusement centers and home gaines that are typically attached to television receivers.

©1991 Dataquest Incoipontted November—Reproduction Prohibited

Chapter 5

Application MarketDatabase Tables

Section 1—Asia/Pacific-Rest of World (ROW) Semiconductor

Consumption by Application Market, History and Forecast

(Revenue in Millions of U.S. Dollars)

5-1

Table 1.1

Total Electronics Equipment Application Markets n

I

i

i

1990 1991 1992 1993 1994

1995

1988 1989

59420 65130

73939 82030 97559 111610 124271

Equipment

@

t-^

NO

I

I

I

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

5754

4459

510

33

478

2518

1173

652

692

1430

1138

157

6522

5274

419

19

400

3386

1658

933

796

1469

1064

185

7671

6204

411

22

389

4066

1670

1459

936

1727

1259

208

8792

7122

401

12

389

4684

1778

1834

1072

2037

1444

226

10404

8567

372

9

363

5727

2130

2327

1270

2469

1598

239

I

Notes Some columns do not add to totals shown because of rounding.

OauqueA CNorember 1991)

12532

10499

351

8

342

7143

2554

3042

1548

3005

1742

291

14487

12302

325

7

318

8371

3027

3563

1781

3606

1851

333

138553

16246

13930

298

6

292

9505

3523

3988

1994

4127

1958

358

Table 1.2

Total Data Processing Application Markets

Equipment

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1988

22707

2621

2505

351

23

328

1815

916

408

490

339

75

41

1989

24954

3161

3051

300

14

286

2414

1266

585

563

337

65

44

1990

27356

3693

3531

302

15

287

2837

1294

905

638

393

112

51

1991

31049

4190

4005

301

8

293

3242

1407

1111

724

463

129

55

1992

36835

4791

4600

279

5

274

3788

1653

1329

806

534

129

61

Note: Some columns: do not add to totals shown because of rounding.

DiWquest (Novenrfjet 1991)

1993

42863

5805

5570

279

5

275

4630

1928

1746

956

660

155

81

1994

47867

6837

6562

265

3

261

5523

2297

2110

1115

774

177

98

1995

53205

7633

7350

239

2

237

6264

2660

2341

1263

848

175

107

Table 1.3

Computer Applications

I

I

1

I

I

@

I - *

Equipment

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1988 1989 1990 1991 1992 1993

1994 1995

10789 11856 12689 13960 16320 18694

20494 22057

1440

1390

279

18

261

1096

630

192

274

16

30

19

1838

1791

240

12

228

1537

906

312

318

14

27

20

2039

1976

238

11

227

1721

901

472

348

17

41

22

2223

2155

237

5

232

1900

969

543

388

18

46

22

2472

2402

218

3

215

2161

1107

656

398

23

45

25

2697

2614

217

3

214

2370

1171

762

437

27

53

29

3137

3043

201

2

199

2808

1373

905

530

33

59

35

3503

3409

174

2

173

3201

1582

1005

614

34

56

38

Note: Some columns do not add to totals shown because of rounding.

I

DaUquest (November 1991)

a

I

Table 1.4

Data Storage Applications

Equipment

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

KOS Digital

MOS Memory

M03 Micro

MOS Logic

Analog

Discrete

Total Opto

1988

4077

551

531

25

1

24

291

52

107

132

215

13

7

1989

4480

605

586

21

1

21

347

65

137

145

218

11

7

1990

4893

756

724

22

1

20

447

76

206

166

255

24

8

1991

5509

888

851

21

1

20

533

89

261

183

297

27

10

Note: 3ome colunua^' do jptsit- add to totals shown because of rounding.

D«aques( (November 1991)

1992

6504

1023

985

20

1

19

634

112

307

216

332

27

10

1993

7522

1251

1205

19

1

18

786

159

366

261

400

32

14

1994

8308

1391

1340

18

0

18

873

197

399

278

448

36

15

1995

9073

1471

1421

17

0

17

936

227

419

291

467

35

15

Table 1.5

Terminal Applications

I

I

a

1990 1991 1992

1988 1989

4763 5477

6628

Equipment 3796 4172

@

! g

f

I

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

358

333

25

2

24

212

113

57

42

96

19

6

401

378

21

1

21

263

147

68

49

94

16

7

490

452

23

1

22

321

145

114

62

108

31

8

551

507

24

1

23

352

151

127

74

132

35

9

Hots: Some columns do not add to totals shown because of rounding.

Dataquest CNovember 1991)

639

592

24

1

23

408

186

129

93

161

36

10

1993

7 9 0 1

971

914

25

1

25

679

254

299

125

210

45

12

1994

9161

1230

1162

27

0

26

869

309

410

150

266

53

15

1995

10979

1443

1367

30

0

29

1020

367

472

182

318

56

20

Table 1.6

Input/Output Applications

! c a

i

I

Equipment

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1988

1342

113

103

8

0

8

90

54

19

17

5

5

5

1989

1475

125

115

7

0

7

103

61

22

20

5

5

6

1990

1740

161

148

8

0

7

135

69

39

27

6

6

7

1991

2082

218

203

8

0

8

188

80

74

34

7

7

8

1992

2590

271

256

8

0

8

240

106

89

45

8

7

9

? Note; Some columns do not add to totals shown because of rounding.

I Dataquest (November 1991)

1993

3146

387

361

8

0

8

343

154

125

63

10

9

17

1994

3689

499

466

8

0

8

445

198

169

78

13

11

22

1995

4266

583

549

8

0

8

527

237

197

93

14

11

23

Table 1.7

Dedicated Systetns Applications

f

f

«

g

Equipment

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Qpto

1988

2703

159

147

14

2

12

126

67

33

26

7

8

4

1989

2971

193

181

10

1

10

164

88

46

30

6

6

5

1990

3271

247

231

11

1

10

213

103

74

36

7

10

5

1991

4021

309

289

11

1

10

269

118

107

45

9

13

6

1992

4793

385

365

10

0

10

345

142

149

54

10

13

7

Note: Some coluntna do not add to totals shown because of rounding.

Dataquest (November 1991)

1993

5600

500

475

10

0

10

453

190

193

70

12

16

9

1994

6215

580

551

10

0

10

526

220

228

78

14

18

11

1995

6830

633

604

10

0

10

579

247

248

84

15

17

12

I

I

I

Table 1.8

Total Communications Application Markets

1988 1989 1990 1991 1992

Equipment

Total Semiconductor

Total IG

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

8230

486

372

55

2

53

188

69

52

67

128

93

22

8944

517

406

40

1

40

243

99

72

72

123

85

25

10455

647

509

37

2

35

311

105

116

90

161

109

29

12342

766

605

32

1

32

384

108

166

111

189

130

31

14140

Note: Some columns do not add to totals shown because of rounding.

DiSt»qu«»t OJovember 1991)

949

780

35

1

35

514

133

234

147

230

137

33

1993

16221

1187

984

27

0

27

674

176

303

196

283

164

39

1994

18055

1352

1124

22

0

22

762

209

341

213

340

183

46

1995

20489

1462

1236

20

0

20

820

233

361

226

396

177

50

Table 1.9

Premises Telecommunications Applications

1988

1989 1990 1991

3914

1992

Equipment

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

2654

206

168

19

0

19

93

32

33

27

55

32

6

2885

217

181

13

0

13

115

42

45

28

53

28

7

3306

279

230

13

0

13

154

47

73

34

63

41

9

325

268

12

0

12

184

46

97

41

72

48

9

4462

398

341

11

0

11

245

55

138

52

85

48

9

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1991)

1993

5113

513

444

11

0

11

327

73

182

72

106

58

11

1994

5607

570

495

9

0

9

362

84

202

76

123

63

12

1995

6341

619

544

9

0

9

385

94

212

80

150

61

13

Table 1.10

Public Telecommunications Applications

1988 1989 1990 1991 1992

Equipment

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1900

87

5 9

5

0

5

32

13

7

13

22

21

7

2064

96

68

5

0

4

42

17

10

16

21

20

8

2422

120

89

5

0

4

55

20

15

19

29

22

9

2853

142

105

4

0

4

69

21

23

24

32

27

9

3266

168

131

4

0

4

88

26

31

31

39

27

10

Note: Some columns do not add t o t o t a l s shown because of rounding.

Dataquest (November 1991)

1993

3741

200

159

4

0

4

110

32

38

40

45

31

11

1994

4326

231

183

3

0

3

125

39

43

44

54

35

13

1995

5260

264

215

3

0

3

142

43

49

51

69

35

14

Table 1,11

Mobile Communications Applications

1988 1989

1990 1991 1992

Kquipment

839 912 1092 1296 1502

«

•§

f

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discreta

Total Opto

41

30

5

0

4

8

3

2

3

18

9

2

40

30

4

0

4

9

4

2

3

17

8

2

52

39

4

0

4

11

4

3

3

24

10

3

62

47

4

0

4

14

5

5

4

29

12

3

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1991)

76

60

4

0

4

19

6

8

5

37

13

3

1993

1737

8

9

7

45

15

4

92

73

4

0

4

24

1994

1992

110

87

4

0

4

28

9

11

8

56

17

5

1995

2232

116

96

3

0

3

29

10

11

8

63

16

5

i

Table 1.12

Broadcast and Studio Applications

1991 1992

Equipment

1988

325

1989

353

1990

446

543 640

s

"g

I

z

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Iiogic

Analog

Discrete

Total Opto

14

10

2

1

2

3

3

1

0

2

5

2

15

11

1

0

1

7

3

1

2

3

3

1

18

14

1

0

3

4

3

1

1

8

3

2

22

17

1

0

1

11

3

4

4

5

4

1

^ Note: Some columns do not add t o t o t a l s shown because of rounding.

I Dauquest November 1991)

T)

3

I

o

I

i

28

22

1

0

1

14

4

5

5

6

5

1

1993

747

34

27

1

0

1

18

6

6

7

7

6

1

1994

823

37

31

1

0

1

21

7

7

7

9

5

1

1995

937

8

7

7

11

5

1

41

34

1

0

1

23

Table 1.13

Other Conununications Applications

1988

2512

1989

2 7 3 0

1990

1991 1992

4270

Equipment

T o t a l S e m i c o n d u c t o r

T o t a l IC

B i p o l a r D i g i t a l

B i p Memory

B i p L o g i c

M03 D i g i t a l

MOS Memory

MOS Micro

MOS L o g i c

A n a l o g

D i s c r e t e

T o t a l Opto

139

104

25

1

24

50

19

9

22

30

28

6

149

116

17

0

17

70

33

13

24

29

26

7

3189

179

138

14

1

13

83

31

23

30

41

33

8

3736

215

168

10

0

10

108

33

36

39

50

38

9

281

226

15

0

15

147

43

52

53

64

44

10

N o t e : Some colvunns do n o t add t o t o t a l s shown b e c a u s e o f r o u n d i n g .

Dataquest (November 1990

1 9 9 3

4 8 8 3

349

282

7

0

7

195

57

67

70

79

55

13

1994

5 3 0 7

405

328

4

0

4

226

70

78

77

98

63

15

1995

5719

422

347

3

0

3

240

79

82

79

104

59

16

Table l . l 4

Total Industrial Application Markets

Equipment

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1988

2214

102

57

20

1

19

19

5

5

9

18

41

5

1989

2433

128

80

18

0

17

39

11

12

16

24

39

8

1990

2920

174

114

19

1

18

55

13

20

23

39

51

9

1991

3369

203

134

17

0

16

72

13

31

28

45

59

10

Note: Some columns do not add to totals shown because of rounding.

E)a(aquest (November 1991)

1992

3855

245

171

15

0

15

101

16

45

40

55

63

11

1993

4313

301

217

14

0

14

137

22

61

55

66

71

13

1994

4800

355

263

13

0

13

170

28

78

64

80

78

14

1995

5236

412

321

13

0

13

211

38

96

77

97

77

14

Table 1.15

Security and Energy Applications

1988 1989 1990

1991 1992

Equipment

623

685 833 1041

1212

Total Semiconductor

Total IC

Blpolai; Digital

Bip Memory

Bip Logic

M03 Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total ppto

22

14

4

0

4

4

1

1

2

5

8

0

27

19

5

0

5

8

2

2

5

6

8

1

2

3

7

12

11

1

40

29

5

0

5

11

49

36

5

0

5

16

2

5

9

15

12

1

Note: Some columns do not add t o t o t a l s shown because of rounding.

Dataquest (November 1991)

60

48

5

0

5

24

2

8

14

19

11

1

1993

1379

3

12

20

23

13

2

77

63

5

0

5

35

1994

1559

3

19

25

29

13

2

95

80

4

0

4

47

1995

1745

114

100

4

0

4

60

6

23

31

35

13

2

Table 1.16

Manufacturing Systems and Instrumentation Applications

1988 1989 1990 1991 1992

Equipment 1040

1143 1357 1506 1684

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

55

27

10

1

9

10

3

4

3

7

24

3

67

38

8

0

8

22

6

9

6

8

23

6

91

56

8

0

8

32

8

15

9

16

28

7

108

67

7

0

7

42

9

22

11

17

34

7

129

83

7

0

6

57

11

31

15

20

38

8

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1991)

1993

1840

155

104

6

0

6

74

14

39

21

24

42

9

1994

1991

177

122

5

0

5

88

18

46

24

28

46

10

1995

2095

198

144

5

0

5

105

22

54

29

33

44

10

5-18

Asia/Padlfic-Rest of World Semiconductor Applications Mailcet Forecast

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Chapter 5

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Table 1.18

Total Consumer Application Markets

@

H*

Equipment

Total Semiconductor

Total IC

Bipolar Digital

B i p Memory

B i p Logic

^

•S

MOS Digital

M O S Memory

r^

MOS Micro

1

1

a

MOS Logic

A n a l o g

Diacrete

Total Opto r>

z

1

Dataquest CNovemtwr 1990

1

1

1

1

1988 1989 1990 1991 1992

21743

2311

1363

62

2

60

404

163

158

82

897

872

76

23893

2442

1538

40

1

40

564

256

223

86

933

815

89

27773

2837

1821

33

2

31

712

233

362

117

1076

916

100

29239

3265

2113

29

0

29

807

221

454

131

1277

1043

109

35960

3981

2694

20

0

19

1102

295

628

179

1572

1178

110 add t o t o t a l s shown because of rounding.

1993

40357

4700

3331

6

0

6

1424

386

821

217

1901

1242

127

1994 1995

44746

5320

3895

1

0

1

1595

446

902

246

2300

1286

139

49854

6026

4487

1

0

1

1833

536

1038

259

2654

1394

144

Table 1.19

Audio Applications

Equipiasnt

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

988

393

543

328

17

0

17

81

25

40

17

230

199

15

1989

5926

572

367

10

0

10

122

44

58

21

235

184

20

1990

6936

671

423

4

0

4

147

36

87

24

272

226

22

1991

7118

780

494

4

0

4

165

31

105

29

325

263

23

Note: Some columns do not add to totals shown because of rounding.

Oataqfuesc CFtovember 1^)91}

1992

8675

983

668

2

0

2

248

38

166

44

418

291

23

1993

9701

1155

819

0

0

0

317

57

212

49

501

310

26

1994

10524

1279

930

0

0

0

335

71

216

48

595

319

29

1995

11780

1443

1075

0

0

0

388

90

250

49

686

338

30

Table 1.20

\ldeo Applications

1988

Eqpiipment

1989

9578

1990

11279

1991

11604

1992

14438 8716

1016

1086

1229

1390

1623

Total Semiconductor

Total IC

551

638 821

22

729

12

986

8

Bipolar Digital

Bip Memory

13

1

8

0 2 1

Bip Logic

20 12 11 8

MOS Digital

175 256 310 327 433

M03 Memory

78 119 142

130 103 a j

MOS Micro

MOS Logic

Analog

60

37

354

88

38

370

142

48

407

171

53

486

222

69

545

Discrete

434 412 458 591

525

Total Opto

I

Note: Some columns do not a d d to totals shown because o f rounding.

Dataquest CNovember 1991)

30 35 42 44 45

8

0

1993

16271

1925

1247

2

0

2

569

185

292

92

676

624

55

1994

18849

2252

1542

0

0

0

672

213

358

101

870

649

62

1995

21173

2600

1817

0

0

0

764

245

411

107

1053

719

63

I i

5-22

Asla/Padfic-Rest o f World Semiconductor Applications Market Forecast

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©1991 Dataquest Incorporated November—Reproduction Prohibited

Chapter 5

i

^

i

Table 1.22

Appliances Applications

Equipment

ITotcil Semiconductor

Total IC

Bipolar Digital

Bip Hemory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1988

2428

225

149

5

0

5

53

24

18

11

91

72

4

1989

2668

238

166

3

0

3

68

30

26

12

95

68

4

1990

3023

296

216

2

0

2

88

34

40

14

126

75

4

1991

3531

365

270

2

0

2

109

35

59

16

158

89

6

1992

4292

465

355

2

0

2

149

46

82

21

204

104

6

Motet: Some columns do not add to totals shown because of rounding.

Dataquest (November 1990

1993

4962

561

444

1

0

1

194

63

104

27

249

110

7

1994

5226

606

484

1

0

1

207

65

111

31

277

114

7

1995

5667

653

529

1

0

1

225

70

123

32

303

116

8

Table 1.23

Other Consumer Applications

Equipntant

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

HOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

988

262

175

96

4

0

3

32

16

10

6

60

71

8

1989

1387

177

99

1

0

1

36

17

14

5

62

70

8

1990

1504

196

116

1

0

1

45

18

20

7

70

71

9

1991

1496

211

128

1

0

1

53

19

26

8

74

73

10

1992

1857

263

177

1

0

1

76

26

38

12

100

77

10

Note: Some coliamns do not add to totals shown because of rounding.

Dataquest (November 1991)

1993

2063

312

222

1

0

1

103

36

52

15

118

80

10

1994

2234

340

247

0

0

0

111

38

56

17

136

82

11

1995

2507

394

292

0

0

0

137

53

63

21

155

90

12

Table 1.24

Total Military and Aerospace Application Markets

1988

3134

1989

3281

1990

3583

1991

3907

1992

Equipment

4318

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

M03 Micro

MOS Logic

Analog

Discrete

Total Opto

96

76

20

3

17

36

13

9

14

20

16

4

109

88

20

4

16

45

17

10

18

22

18

4

120

97

20

3

17

51

17

12

21

26

19

4

135

110

21

3

18

60

20

14

25

29

21

5

147

119

22

3

19

66

22

16

28

31

22

5

Note: Some columns do not add t o t o t a l s shown because of rounding.

Dataquest (November 1991)

1993

5000

175

142

23

3

20

83

28

20

34

37

26

7

1994

5507

197

161

23

3

20

97

33

24

40

41

28

8

1995

5989

232

190

24

3

21

117

40

29

48

49

33

9

Table 1.25

Total Transportation Application Markets

I

I

vo

•o

f

i

f

Equipment

Total Semiconductor

Total IG

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1988

1392

6

20

30

28

40

10

37

87

2

1

1

57

1989

1625

166

111

1

0

1

80

8

31

41

30

41

14

1990

1852

199

132

1

0

1

99

8

44

47

32

52

14

1991

2124

234

155

1

0

1

119

8

58

53

35

62

17

1992

2451

291

204

2

0

2

156

10

75

70

46

68

19

Note: Some columns do not add to totals shown because of rounding.

DaUquest (November 1991}

'3

1993

2856

362

255

2

0

2

194

13

91

90

59

84

24

1994

3296

425

299

2

0

2

226

15

108

103

71

99

28

1995

3780

481

345

2

0

2

261

17

124

120

83

103

33

Cha^rtCf S AppUcattona Matfaet-^atabase Tabks S-g7

Section 2—Asia/Pacific-ROW Semiconductor Consumption by

Application Market, Growth Rates G>y Percentage)

Table 2.1

Total Electronics Equipment Application Markets

1989 1990 1991 1992 1993 1994 1995

Total Semiconductor 13.4 1 7 . 6 14.6 1 8 . 3 2 0 . 4 1 5 . 6 1 2 . 1

Total IC 1 8 . 3 1 7 . 6 14.8 2 0 . 3 2 2 . 5 1 7 . 2 1 3 . 2

Bipolar Digital -17.9 -1.8 -2.5 -7.3 -5.6 -7.4 -8.3

Bip Memory -42.0 17.7 -45.9 -24.2 -7.1 -21.0 -11.0

Bip Logic -16.3 -2.8 0 -6.8 -5.6 -7.1 -8.2

MOS Digital 34.5 20.1 15.2 22.3 24.7 17.2 13.5

MOS Memory 41.3 0.8 6.4 19.8 19.9 18.6 16.4

MOS Micro 43.0 56.5 25.7 26.9 30.7 17.1 11.9

MOS Logic 14.9 17.6 14.6 18.4 21.9 15.1 12.0

Analog 2,7 17.6 17.9 21.2 21.7 20.0 14.4

Discrete -6.5 18.3 14.7 10.7 9.0 6.3 5.8

Total Opto 17.4 12,6 8.8 5.6 21.5 14.6 7.5

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1991)

Table 2.2

Total Data Processii]^ Application Market

1989 1990 1991 1992 1993 1994 1995

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

2 0 . 6

2 1 . 8

1 4 . 6

' 4 1 . 6

•12,7

3 3 . 0

3 8 . 2

4 3 . 5

1 4 . 7

- 0 . 6

1 3 . 1

7 . 0

1 6 , 8

1 5 , 7

0 . 6

9 . 6

0 . 1

1 7 . 5

2 . 2

5 4 . 6

1 3 , 5

1 6 . 4

7 0 . 9

1 4 . 3

1 3 . 4

1 3 . 4

- 0 . 3

- 4 8 . 2

2 . 1

1 4 . 3

8 . 8

2 2 . 8

1 3 . 4

1 7 . 8

1 5 . 5

9 , 2

1 4 . 3

1 4 , 8

- 7 . 3

- 3 5 . 8

- 6 . 5

1 6 . 8

1 7 . 4

1 9 . 6

1 1 . 3

1 5 . 4

0 . 5

1 0 . 4

2 1 . 2

2 1 . 1

0 . 3

- 4 . 3

0 . 4

2 2 . 2

1 6 . 7

3 1 , 4

1 8 . 6

2 3 . 6

1 9 . 4

3 2 . 4

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1991)

1 7 . 8

1 7 . 8

- 5 . 3

- 3 1 . 0

- 4 . 8

1 9 . 3

1 9 . 1

2 0 . 9

1 6 . 7

1 7 . 3

1 4 . 7

2 1 . 2

1 1 . 6

1 2 . 0

- 9 . 8

- 2 7 . 2

- 9 . 5

1 3 . 4

1 5 . 8

1 0 . 9

1 3 . 3

9 . 5

- 1 . 2

9 . 7

©1991 Dataquest Incorporated November—Reproduction Prohibited

5-28 Asla/fadfic-Rest of Worid Semiconductor Applications Market Forecast Chapter 5

Table 2.3

Computer Applications

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1989 1990 1991 1992 1993 1994 1995

2 7 . 6

2 8 . 8

• 1 3 . 9

3 3 . 3

1 2 . 5

4 0 . 2

4 3 . 9

6 2 . 6

1 6 . 0

- 9 . 6

1 0 . 5

3 . 6

1 1 . 0

1 0 . 3

- 1 . 0

- 1 2 . 3

- 0 . 4

1 2 . 0

- 0 . 6

5 1 . 1

9 . 6

1 8 . 3

5 1 . 6

1 1 . 2

9 . 0

9 . 1

- 0 . 4

- 5 1 . 6

2 . 0

1 0 . 4

7 . 5

1 5 . 1

1 1 . 3

1 0 . 5

1 1 . 4

0 . 6

1 1 . 2

1 1 . 4

- 8 . 0

- 3 5 . 9

- 7 . 4

1 3 . 8

1 4 . 3

2 0 . 7

2 . 7

2 2 . 1

- 1 . 2

1 3 . 5

9 . 1

8 . 9

- 0 . 3

2 . 0

- 0 . 3

9 . 7

5 . 8

1 6 . 2

9 . 7

1 9 . 4

1 7 . 1

1 7 . 4

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1991>

1 6 . 3

1 6 . 4

- 7 . 3

- 3 2 . 8

- 6 . 9

1 8 . 5

1 7 . 3

1 8 . 7

2 1 . 3

2 2 . 5

1 1 . 4

1 9 . 1

1 1 . 7

1 2 . 1

- 1 3 . 5

- 3 1 . 4

- 1 3 . 3

1 4 . 0

1 5 . 2

1 1 . 1

1 5 . 8

2 . 8

- 5 . 4

8 . 4

Table 2.4

Data S t o r ^ e Applications

T o t a l S e m i c o n d u c t o r

T o t a l IC

B i p o l a r D i g i t a l

B i p Memory

B i p L o g i c

MOS D i g i t a l

MOS Memory

MOS M i c r o

MOS L o g i c

A n a l o g

D i s c r e t e

T o t a l Opto

9 . 8

1 0 . 4

- 1 5 . 4

- 6 0 . 8

- 1 2 . 9

1 9 . 2

2 3 . 9

2 8 . 0

1 0 . 2

1 . 5

- 1 2 . 6

4 . 1

1989 1990 1991 1 9 9 2 1 9 9 3 1 9 9 4 1 9 9 5

2 5 . 0

2 3 . 4

2 . 8

1 6 5 . 0

- 1 . 3

2 8 . 8

1 7 . 1

5 0 . 1

1 3 . 9

1 7 . 0

1 1 6 . 2

1 6 . 4

1 7 . 5

1 7 . 6

- 4 . 0

- 4 3 . 4

- 1 . 4

1 9 . 3

1 7 . 9

2 6 . 8

1 0 . 7

1 6 . 3

1 5 . 2

1 5 . 1

1 5 . 2

1 5 . 8

- 6 . 3

- 8 . 3

- 6 . 2

1 8 . 9

2 5 . 2

1 7 . 6

1 7 . 6

1 1 . 7

0 . 3

6 . 2

2 2 . 3

2 2 . 3

- 3 . 6

- 1 5 . 1

- 3 . 1

2 4 . 0

4 2 . 8

1 9 . 2

2 1 . 1

2 0 . 5

1 6 . 6

3 3 . 0

1 1 . 2

1 1 . 2

- 3 . 1

- 2 5 . 1

- 2 . 3

1 1 . 0

2 3 . 2

9 . 0

6 . 4

1 2 . 1

1 2 . 8

1 1 . 2

5 . 7

6 . 0

- 5 . 2

- 2 5 . 9

- 4 . 7

7 . 2

1 5 . 4

5 . 0

4 . 6

4 . 3

- 3 . 5

0 . 8

N o t e : Some c o l u m n s d o n o t a d d t o t o t a l s shown b e c a u s e o f r o u n d i n g .

Dataquest CNoveniber 1991)

©1991 Dataquest Incorpoiated November—Reproduction Prohibited

>

Chapter 5

Table 2.5

Terminal Applications

Applicatioas Market—Database Tables

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1989 1990 1991

11.9

13.5

-15.6

-64.5

-12.5

24.2

29.7

18.4

17.4

-2.7

-15.8

11.2

22.3

19.6

10.4

165.4

6.4

22.0

-1.3

69.1

26.5

15.0

89.4

15.4

12.4

12.1

1.1

-48.6

4.3

9.7

4.4

10.9

19.8

21.9

15.7

16.9

1992

1993

1994

15.8

16.8

-0.2

1.3

-0.2

15.9

23.2

1.7

25.2

22.5

2.5

11.1

52.1

54.4

7.5

-16.2

8.2

66.5

36.8

132.7

34.2

30.7

23.5

19.8

26.7

27.1

6.5

-24.8

7.3

28.1

21.6

36.8

20.4

26.5

19.0

22.0

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1991)

1995

17.3

17.6

9.8

-7.5

10.1

17.3

18.6

15.1

20.8

19.3

5.9

34.7

5-29

Table 2.6

Input/Output Applications

?otal Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1989 1990 1 9 9 1 1992 1 9 9 3 1994 1995

10.4

11.5

-16.9

-98.7

-12.7

15.2

13.0

16.2

21.3

-7.9

-6.4

4.0

28.8

28.9

10.4

3814.2

7.4

30.7

12.6

78.4

32.9

18.6

20.5

32.9

35.2

36.9

2.9

-52.9

4.5

39.5

16.9

86.7

27.9

20.3

22.7

10.3

24.7

26.1

-1.7

-13.4

-1.5

27.5

31.9

20.3

32.5

20.2

4.5

7.3

42.4

41.2

1.4

-28.5

1.7

43.0

45.3

41.7

40.0

25.7

24.8

94.2

28.9

29.2

3.6

-28.8

3.8

30.0

28.5

34.7

24.4

22.2

20.0

27.6

16.8

17.8

0.6

-37.8

0.8

18.3

19.8

16.5

18.6

10.4

0.4

4.2

N o t e : Some coliunns do n o t add t o t o t a l s shown b e c a u s e o f r o u n d i n g .

Dataquest (November 1991)

©1991 Dataquest Incorporated November—Reproduction Prohibited

5-30 Asia/Padfic-Rest of Wotld Semiconductor Applications Market Forecast. Chapter 5

Table 2.7

Dedicated Systems AppUcations

1989 1 9 9 0 1 9 9 1 1992 1 9 9 3 1994 1 9 9 5

T o t a l S e m i c o n d u c t o r 2 0 . 9 2 8 . 1 2 5 . 2 2 4 . 6 2 9 . 6 1 6 . 1 9 . 1

T o t a l IC 2 3 . 0 2 7 . 6 2 5 . 2 2 6 . 1 3 0 . 1 1 5 . 9 9 . 7

Bipolar Digital -24.9 6.5 2.8 -12.3 1.7 -1.8 -3.1

Bip Memory

Bip Logic

•75.0

• 1 6 . 4

1 6 6 . 6

- 1 . 6

- 2 5 . 0

6 . 6

- 8 6 . 0

- 5 . 2

- 1 9 . 6

2 . 0

- 4 4 . 3

- 1 . 3

- 2 8 . 3

- 3 . 0

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

3 0 . 2

3 0 . 2

4 1 . 4

1 5 . 8

• 1 0 . 1

2 1 . 2

2 9 . 6

1 8 . 0

5 9 . 0

1 8 . 1

9 . 7

6 5 . 8

2 6 . 3

1 3 . 9

4 4 . 4

2 5 . 2

2 6 . 0

2 7 . 5

2 8 . 2

2 0 . 5

3 9 . 6

2 1 . 2

1 3 . 8

- 0 . 4

3 1 . 2

3 3 . 5

2 9 . 9

2 8 . 7

2 1 . 5

1 9 . 2

1 6 . 3

1 6 . 1

1 8 . 1

1 1 . 9

1 6 . 5

1 4 . 4

1 0 . 1

1 2 . 3

8 . 8

7 . 4

3 . 5

- 4 . 9

Total Opto 25.9 1.9 23.2 9.0 25.4 29.9 4.4

N o t e : Some c o l u m n s d o n o t a d d t o t o t a l s shown b e c a u s e o f r o u n d i n g .

Dataquest (November 1991)

Table 2.8

Total Conununicatlons Applications Markets

1989 1 9 9 0 1 9 9 1 1 9 9 2 1 9 9 3 1 9 9 4 1 9 9 5

T o t a l S e m i c o n d u c t o r 6 . 2 2 5 . 3 1 8 . 3 2 4 . 0 2 5 . 1 1 3 . 9 8 . 1

T o t a l IC 9 . 2 2 5 . 4 1 9 . 0 2 8 . 8 2 6 . 2 1 4 . 1 1 0 . 0

Bipolar Digital -27.1 -9.3 -12.1 9.3 -23.1 -18.9 -8.6

Bip Memory -66.5 129.3 -56.5 -10.8 -26.6 -32.4 -38.4

Bip Logic -25.7 -11.6 -10.2 9.7 -23.0 -18.7 -8.2

MOS Digital 29.3 28.0 23.5 33.8 31.1 13.0 7.6

MOS Memory 42.9 6.1 2.2 23.7 32.6 18.3 11.6

MOS Micro 38.5 62.1 42.5 41.4 29.1 12.6 5.9

MOS Logic 8.1 24.1 24.0 32.1 33.0 8.7 6.3

Analog -4.5 31.6 17.1 22.0 22.8 20.1 16.6

Discrete -8.0 28.2 18.4 5.5 19.7 11.8 -3.4

Total Opto 15.5 14.8 6.3 7.2 19.2 16.4 8.3

N o t e : Some c o l u m n s do n o t a d d t o t o t a l s shown b e c a u s e o f r o u n d i n g .

Dauquest CNovember 1991)

©1991 Dataquest Incorporated November—Reproduction Prohibited

\

C3iapter S

AppBc^nimiS Maricet—I>atabase Tables

Table 2.9

Premises Tdeconuiuuilcations Applicatioiis

1 9 8 9 1990 1991 1 9 9 2 1 9 9 3 1994 1995

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

HOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

5.2

8.0

-31.6

-82.7

-30.6

23.6

29.9

35.4

1.8

-4.4

-12.1

17.3

28.9

26.7

-2.6

171.8

-3.5

33.5

10.9

61.3

22.7

19.1

46.7

15.9

16.5

16.7

-6.6

-49.1

-6.0

19.4

-2.0

33.3

19.3

14.8

18.6

1,2

22.2

27.1

-10.6

-15.6

-10.6

33.4

19.0

42.4

27.9

17.3

-1.6

6.2

29,0

30.2

1.7

-20,7

1,8

33,3

34,3

31,4

37,2

24.8

21.7

21.8

N o t e : Some c o l u m n s do n o t add t o t o t a l s shown b e c a u s e o f r o u n d i n g .

Dauquest (November 1991)

11.1

11.4

-12,6

-54.8

-12.4

10.8

14.6

11.2

5.7

15.9

8.8

10.0

8,6

10,0

-5.0

-22.4

-5.0

6.4

11.5

4.6

5.7

21.8

-2.9

9.0

5-31

Table 2.10

PubUc Te i o n s Applications

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1989 1990 1991 1 9 9 2 1 9 9 3

1994

1995

10.1

14.3

-11.4

-75.4

-5.4

32.3

32.7

45.5

25.1

-6.0

-4.3

17.7

24.6

31.3

0.7

142.5

-2.8

29.9

18.9

61.3

23.0

40.8

11.4

2.4

18.4

18.5

-5.8

-63.8

-2,3

24,3

3.1

51.6

25.1

11.4

22.7

6.1

18.3

24.3

-9.9

-13.3

-9.9

28.7

20.8

34.5

30.1

19.6

-1.3

7.0

19.3

21,2

-4,3

-24.9

-3.9

24.5

26.3

21,2

26,5

16,1

13,2

11,3

15,4

15,5

-9,8

-27.8

-9,5

14.2

20.0

13.1

10.5

20.9

14.3

17,1

14,5

17,3

1.2

-17.8

1.4

13.4

10.9

13.1

15.9

27.4

0.6

13.1

N o t e : Some c o l u m n s do n o t add t o t o t a l s shovm b e c a u s e o f r o u n d i n g .

Dataquest (November 1991)

©1991 Dataquest Incoiporated November—Reproduction Prohibited

5-32 Asia/Padfic-Rest of World Semiconductor Applications Market Forecast Chapter 5

Table 2.11

Mobile Communications Applications

?otal Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1989 1990 1 9 9 1 1992 1 9 9 3 1994 1995

-2,3

-1.6

-11.8

-45.3

-10.7

15.2

20.1

31.9

-0.4

-6.4

-8.8

19.5

29.0

31.7

-0.8

34.4

-1.5

22.4

11.3

51.4

14.9

44.6

19.9

28.0

20.0

21.0

3.9

-46.0

5.2

25.3

4.7

55.9

21.3

21.8

18.6

11.7

22.3

27.3

-4.7

-11.4

-4.6

36.6

26.2

47.1

34.8

27.4

7.6

3.2

20.4

22.4

0.4

-24.9

0.7

28.6

37.1

18.7

33.8

21.7

13.4

11.3

N o t e : Some c o l u m n s do n o t add t o t o t a l s shown b e c a u s e o f r o t i n d i n g .

Dataquest (November 1991)

19.5

19.0

-5.4

-29,7

-5.1

15.3

15.8

18.0

11.2

23.2

17.3

36.9

6.1

9.3

-8.5

-25.4

-8.4

3.9

6.0

2.5

3.2

13.2

-5.6

-9.5

Table 2.12

Broadcast a n d Studio Applications

1989 1990 1991 1992 1993 1994 1995

'otal Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

7.6

12.9

-22.2

-61.9

-16.6

29.6

57.1

37.9

1.1

4.3

-4.7

-16.7

22.7

20.7

5.6

44.9

3,0

21.4

-4.0

63,2

32,1

25.7

21.6

65.5

20.1

23.2

2.9

-42.5

7.0

29.4

9.8

63.2

24.6

17.8

19.1

-20.8

27.7

29.0

-7.1

-6.6

-7.1

36.7

30.1

37.8

41.4

23.1

25.9

8.8

22.8

23.6

-4.8

-60.3

-2.1

26.6

28.1

25.5

26.4

22.8

20.0

17.7

N o t e : Some c o l u m n s do n o t add t o t o t a l s shown b e c a u s e o f r o u n d i n g .

Dataquest CNovember 1991)

10.4

15.0

-7.7

-28.0

-7.3

13.5

18.1

10.8

12.1

22.8

-10.8

16.8

9.0

11.9

-3.9

-21.0

-3.7

10.0

22.8

8.7

-0.1

18.5

-9.0

15.1

©1991 Dataquest Incorporated November—Reproduction Prohibited

\

Chapter 5

Table 2.13

Other Communicatloiis

Applications Market—Database Tables

1989

1 9 9 0 1991 1992 1 9 9 3 1994

T o t a l Semiconductor

T o t a l IC

B i p o l a r D i g i t a l

B i p Memory

B i p L o g i c

M O S D i g i t a l

M O S Memory

M O S M i c r o

M O S Logic

A n a l o g

D i s c r e t e

T o t a l Opto

7 . 7

1 1 . 1

•30.1

5 8 . 9

2 9 . 2

4 0 . 3

7 5 . 1

4 5 . 9

8 . 1

- 3 . 2

- 6 . 2

1 3 . 3

1 9 . 8

1 8 . 7

- 2 0 . 1

1 6 0 . 1

- 2 3 . 5

1 9 . 0

- 6 . 6

67.0

2 7 . 0

4 1 . 0

2 4 . 8

2 0 . 3

2 0 . 3

2 2 . 0

- 2 5 . 3

- 5 9 . 0

- 2 3 . 1

2 9 . 9

7 . 1

62.0

2 8 . 9

22.0

15.2

1 3 . 1

30.5

34.8

48.0

- 9 . 5

50.0

37.0

3 1 . 2

42.5

36.7

2 7 . 4

16.5

9 . 6

2 4 . 4

2 4 . 5

- 5 2 . 7

- 2 1 . 9

- 5 3 . 3

3 2 . 3

3 4 . 0

2 9 . 7

3 3 . 4

2 5 . 1

2 3 . 4

2 7 . 3

N o t e : Some columns do not a d d t o t o t a l s shown b e c a u s e of r o u n d i n g .

Dataquest (November 1991)

1 6 . 0

1 6 . 3

- 4 2 . 4

- 2 8 . 9

- 4 2 . 9

1 5 . 6

2 2 . 4

15.4

1 0 . 3

2 3 . 2

1 4 . 5

15.4

1 9 9 5

4 . 3

5 . 9

- 2 6 . 0

- 5 0 . 0

- 2 5 . 0

6 . 4

1 1 . 8

5 . 7

2 . 3

6 . 0

- 5 . 1

9 . 1

5-33

Table 2.14

Total Industrial Application Markets

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1989

24.8

41.5

-12.6

-68.

-9,

107.

145,

119,

79,

33.

-4.

76.8

1990

36.6

42.1

1991

16.6

17.9

1992

20.4

27.2

7.8 -12.0 -10.1

-58

-9

-24.5

-9.8

42.8

14.7

30

6

39

21

16.9

53

24

14.4

16.2

1.7

45

40

21.9

6.7

11.1

1993

23.0

27.3

-4.7

-20.9

-4.3

36.3

35.5

35.7

37.4

19.5

11.9

19.7

Note: Some columns do not add to totals shown because of rounding.

Dataquest Q^ovember 1991)

1994

1995

17.9

20.9

-9.6

-41.6

-9.0

23.4

25.6

28.8

16.6

22.1

9.8

12.6

16.

22.

-1.

-28.8

-1.4

24.4

35.9

22.3

21.8

21.1

-1.2

0.2

©1991 Dataquest Incorporated November—Reproduction Prohibited

5-34 Asia/Padfic-Rest of Worid Semiconductor AppUcations Market Forecast Chapter 5

Table 2.15

Security and Energy Applications

1989 1990 1991 1992 1993 1994 1995

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

2 3 . 3

39.7

7 . 0

- 4 6 . 8

9 . 6

107.9

151.8

136.9

8 7 . 9

18.5

- 6 . 5

87.8

4 5 . 5

5 1 . 1

1 2 . 3

167.8

8 . 7

4 4 . 1

0 . 3

7 5 . 4

4 7 . 9

8 7 . 9

35.7

5 . 4

2 2 . 5

2 6 . 9

- 2 . 1

- 5 8 . 2

1 . 2

42.8

0 . 2

71.8

4 0 . 1

2 4 . 5

11.0

15.2

2 3 . 5

3 2 . 2

- 8 . 5

- 1 0 . 6

- 8 . 4

5 1 . 2

2 7 . 4

6 2 . 1

4 9 . 4

2 5 . 7

- 2 . 2

4 . 2

2 8 . 0

3 1 . 5

- 0 . 4

- 2 2 . 9

0 . 1

4 5 . 0

4 0 . 7

4 7 . 7

4 4 . 1

2 1 . 8

1 0 . 0

7 1 . 4

Note: Some columns do not add to totals shown because of rounding.

Dataquest CNovetnber 1991)

2 3 . 0

2 6 . 6

- 1 0 . 1

- 5 2 . 2

- 9 . 3

3 2 . 9

1 8 . 1

5 6 . 9

2 0 . 5

2 4 . 5

5 . 4

1 6 . 3

2 0 . 2

2 4 . 9

- 0 . 2

- 1 6 . 2

- 0 . 1

2 7 . 5

8 3 . 2

1 7 . 6

2 7 . 6

2 4 . 1

- 2 . 3

- 1 8 . 6

Table 2.16

Manufacturing Systems and Instrumentation Applications

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total ppto

1989 1990 1991 1992 1993 1994 1995

2 2 . 2

4 0 . 3

- 1 8 . 1

- 8 3 . 9

- 1 4 . 4

1 0 9 . 5

1 3 6 . 6

1 1 3 . 3

8 2 . 4

1 6 . 2

- 5 . 2

7 3 . 8

3 7 . 1

4 9 . 5

8 . 4

4 3 4 . 8

3 . 9

4 7 . 9

2 5 . 3

6 3 . 3

4 8 . 4

9 3 . 7

2 1 . 7

1 8 . 0

1 8 . 2

1 8 . 8

- 1 1 . 6

- 5 8 . 5

- 9 . 0

3 0 . 8

1 1 . 1

4 6 . 5

2 2 . 3

1 0 . 4

2 1 . 4

0

1 9 . 7

2 4 . 4

- 1 2 . 4

- 2 2 . 2

- 1 2 . 2

3 3 . 5

1 8 . 3

3 7 . 7

3 7 . 3

1 7 . 9

1 1 . 4

1 4 . 3

1 9 . 7

2 4 . 8

- 9 . 6

- 2 7 . 8

- 9 . 2

3 1 . 5

3 5 . 2

2 7 . 6

3 6 . 6

1 7 . 1

1 0 . 2

1 2 . 5

1 4 . 6

1 7 . 1

- 1 0 . 2

- 4 0 . 4

- 9 . 6

1 8 . 5

2 7 . 2

1 6 . 7

1 5 . 8

1 9 . 8

9 . 2

1 1 . 1

1 1 . 6

1 8 . 0

- 3 . 9

- 3 3 . 1

- 3 . 5

1 9 . 4

2 2 . 1

1 7 . 6

2 0 . 5

1 7 . 9

- 2 . 9

- 1 . 1

N o t e : Some columns do n o t add t o t o t a l s shown b e c a u s e o f r o u n d i n g .

Dataquest (November 1991)

©1991 Daaquest Incoipoiated November—4leproduction Prohibited

ChapffT 5 Applications Mariset—Database Tables 5-35

Table 2.17

Medical Equipment Applications

1989 1990 1991 1992 1993 1994 1995

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

3 1 . 5

4 5 . 1

- 1 7 . 8

- 5 1 . 3

- 1 6 . 7

1 0 0 . 5

1 6 1 . 9

1 5 5 . 0

6 9 . 5

7 0 . 7

1 . 1

8 4 . 9

2 8 . 4

2 2 . 9

2 . 8

1 4 0 . 9

0

2 9 . 3

- 0 . 3

8 6 . 8

3 5 . 3

2 7 . 6

4 5 . 1

1 8 . 4

7 . 6

7 . 3

- 2 2 . 7

- 5 7 . 6

- 2 1 . 1

1 8 . 6

- 4 . 4

7 7 . 0

1 2 . 2

9 . 4

9 . 0

2 . 4

1 9 . 1

2 7 . 3

- 8 . 0

- 4 4 . 8

- 7 . 0

4 1 . 5

2 7 . 9

7 1 . 0

3 3 . 6

2 2 . 9

2 . 7

2 . 0

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1990

2 5 . 1

2 7 . 6

- 1 . 4

0

- 1 . 4

3 9 . 5

3 3 . 4

6 1 . 1

2 9 . 4

1 9 . 7

1 8 . 2

2 4 . 7

1 9 . 5

2 1 . 3

- 7 . 9

- 2 8 . 5

- 7 . 5

2 4 . 6

2 5 . 2

4 2 . 6

1 1 . 8

2 2 . 2

1 4 . 5

1 5 . 9

2 1 . 1

2 6 . 6

- 0 . 1

- 3 4 . 6

0 . 3

3 2 . 9

5 0 . 9

4 5 . 3

1 4 . 3

2 1 . 3

3 . 6

1 9 . 1

Table 2.18

Total Consumer Application Markets

1989 1990 1991 1992 1993 1994 1995

T o t a l S e m i c o n d u c t o r 5 . 7 1 6 . 2 1 5 . 1 2 2 . 0 1 8 . 1 1 3 . 2 1 3 . 3

T o t a l IC 1 2 . 8 1 8 . 4 1 6 . 0 2 7 . 5 2 3 . 6 1 6 . 9 1 5 . 2

Bipolar Digital

Bip Memory

Bip Logic

• 3 4 . 9

•64.5

• 3 3 . 9

- 1 9 . 0

1 1 2 . 2

- 2 1 . 5

- 1 1 . 7

- 8 4 . 7

- 7 . 9

- 3 2 . 1

- 2 . 4

- 3 2 . 3

- 7 0 . 7

0

- 7 0 . 4

- 8 7 . 2

0

- 8 7 . 2

- 2 5 . 7

0

- 2 5 . 7

MOS Digital

3 9 . 8 2 6 . 1 1 3 . 3 3 6 . 5 2 9 . 2 1 2 . 0 1 4 . 9

MOS Memory

MOS Micro

MOS Logic

Analog

5 6 . 5

4 0 . 7

4 . 8

4 . 0

- 8 . 9

6 2 . 4

3 6 . 1

1 5 . 4

- 5 . 0

2 5 . 6

1 1 . 8

1 8 . 6

3 3 . 2

3 8 . 2

3 6 . 3

2 3 . 2

3 0 . 8

3 0 . 7

2 1 . 4

2 0 . 9

1 5 . 6

9 . 9

1 3 . 6

2 0 . 9

2 0 . 1

1 5 . 1

5 . 1

1 5 . 4

Discrete -6.6 12.4 13.9 12.9 5.5 3.5 8.4

Total Opto 17.0 12.4 8.6 0.6 15.9 9.6 3.8

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1991)

©1991 Dataquest Incorpoiated November-^teproduction Piohibited

5-36 Asia/Padfic-Rest of Wotld SemJcotiductor Applications Market Forecast Chapter 5

Table 2.19

Audio Applications

1 9 8 9 1990 1 9 9 1 1 9 9 2 1993 1 9 9 4 1 9 9 5

T o t a l S e m i c o n d u c t o r 5 . 4 1 7 . 3 1 6 . 4 2 6 . 0 1 7 . 5 1 0 . 7 1 2 . 8

T o t a l IC 1 1 . 9 1 5 . 3 1 6 . 7 3 5 . 2 2 2 . 5 1 3 . 7 1 5 . 5

Bipolar Digital -41.2 -60.0 0 -50.0 -100.0 0 0

Bip Memory 0 0 0 0 0 0 0

Bip Logic -41.2 -60.0 0 -50.0 -100.0 0 0

MOS Digital 50.2 20.2 12.5 50.0 27.9 5.6 16.0

MOS Memory 77.2 -17.1 -13.9 23.1 48.4 24.3 27.2

MOS Micro 45.9 50.4 20.8 57.4 27.8 2.2 15.5

MOS Logic 21.3 14.1 22.6 51.8 10.3 -1.1 1.7

Analog 2.3 15.9 19.2 28.7 20.0 18.7 15.3

Discrete -7.6 22.6 16.6 10.8 6.4 3.0 5.9

Total Opto 32.2 6.6 6.7 1.7 13.0 11.5 3.4

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1991)

Table 2.20

Video Applications

1989 1990 1991 1992 1993 1994 1995

Total Semiconductor 6.9 13.1 13.1 16.8 18.7 17.0 15.5

Total IC 15.8 14.2 12.6 20.2 26.4 23.7 17.9

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

-42.1

-67.7

-40.0

45.9

-2.0

140.7

-8.3

21.2

-34.9

-100.0

-27.3

5.5

0

0

0

32.5

-75.0

0

-75.0

31.3

-100.0

0

-100.0

18.1

0

0

0

13.7

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

66.3

47.3

1.1

4.5

-5.1

16.8

-8.2

61.7

28.3

9.9

11.0

18.6

-13.8

20.4

9.7

19.3

14.7

4.8

38.7

29.3

30.9

12.2

12.6

3.2

29.8

31.9

32.2

24.0

5.6

20.8

15.2

22.4

10.0

28.7

4.0

12.8

15.2

15.0

6.3

21.1

10.9

2.6

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1991)

©1991 Dataquest Incorporated November—Reproduction Prohibited

Chapter 3 AppUcatioiis Market—Database Tables $-37

Table 2.21

Personal Electronics Applications

1989 1990 1991 1 9 9 2 1 9 9 3 1994 1 9 9 5

T o t a l S e m i c o n d u c t o r 4 . 5 2 0 . 7 1 6 . 4 2 4 . 8 1 5 . 3 1 2 . 9 1 0 . 9

Total IC 11.9

26.0 19.0 26.9

18.2 15.2

11.9

Bipolar Digital

Bip Memory

Bip Iiogic

MOS Digital

-6.7

0

-6.7

33.8

-7.1

0

-7.1

48.1

7.7

0

7.7

24.4

-50.0

0

-50.0

28.0

-71.4

0

-71.4

23.6

-100.0

0

-100.0

12.0

0

0

0

17.5

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

67.2

22.3

1.7

5.3

-15.4

10.8

-27.6

96.9

124.0

18.0

6.3

9.1

36.3

27.5

3.1

16.5

8.4

8.4

22.4

30.5

26.5

30.9

22.3

0.9

8.3

33.2

7.4

16.8

3.8

9.9

29.7

0

45.1

18.0

2.7

5.4

31.3

18.2

-0.9

8.2

6.8

4.3

N o t e : Some columns do n o t a d d t o t o t a l s shown b e c a u s e o f r o i i n d i n g .

Dataquest (November 1991)

Table 2.22

Appliances Applications

1 9 8 9 1990 1991 1 9 9 2 1 9 9 3 1994 1 9 9 5

T o t a l S e m i c o n d u c t o r 5 . 8 2 4 . 6 2 3 . 3 2 7 . 4 2 0 . 8 7 . 9 7 . 8

Total IC 11.3

30.3 24.7

31.7

25.1 9.1

9.2

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

-43.2

-100.0

-42.7

27.9

28.5

41.4

-17.9

0

-17.9

29.3

13.6

54.2

-14.3

0

-14.3

24.4

0.6

48.7

-16.6

0

-16.6

36.7

33.1

39.4

-37.2

0

-37.2

29.7

36.2

26.4

-27.0

0

-27.0

6.8

3.4

7.2

-25.7

0

-25.7

8.9

7.4

10.7

MOS Logic

Analog

Discrete

Total Opto

5.2

4.5

-5.4

5.2

15.5

32,5

11.0

14.8

13.5

25.6

18.6

34.9

34.1

28.8

16.9

-8.1

28.6

22.1

5.8

27.3

13.6

11.0

3.6

1.2

5.6

9.6

1.7

12.1

N o t e : Some columns do n o t a d d t o t o t a l s shown b e c a u s e o f roTinding.

Dataquest (November 1991)

©1991 Dataquest Incorporated November-^tepioduction Prohibited

5-38 Asia/Padfic-Rest of Woild Semiconductor Applications Market Forecast Chapter 5

Table 2.23

Other Consumer Applications

1989 1990 1991 1992 1993 1994 1995

Total Semiconductor 1.5 10.4 7.8 24.8 18.4 9.0 15.9

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

3.6

-68.2

-50.4

-70.7

11.3

5.0

35.6

-15.5

3.9

-2.2

8.5

16.6

5.6

46.4

-4.3

24.4

5.9

40.7

42.3

12.3

2.0

7.8

10.3

-17.4

-26.5

-14.0

18.0

3.5

31.2

17.8

5.8

2.6

18.3

38.2

3.4

-2.4

5.2

43.8

40.4

44.1

50.8

34.8

5.8

-8.1

25.4

-29.5

-100.0

-8.8

35.6

36.8

38.2

24.9

18.3

3.4

9.6

11.4

-100.0

0

-100.0

7.6

7.0

7.2

10.1

15.4

2.8

5.0

18.4

0

0

0

23.8

38.3

13.5

24.9

14.1

9.6

5.1

Note: Some columns do not add to totals shown because of rounding.

Dataquest CNovember 1991)

Table 2.24

Total Military and Aerospace Application Markets

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1989 1990 1991 1992 1993 1994 1995

13.5

15.3

-0.6

7.2

-2.2

26.2

29.0

20.3

27.2

11.4

6.9

6.3

10.4

11.4

2.3

-9.3

4.8

12.2

0.7

18.2

19.9

17.7

6.6

5.7

12.2

12.4

5.4

-6.9

7.8

16.8

16.0

18.1

16.7

9.2

10.6

14.7

8.9

8.8

1.5

0.8

1.7

11.5

11.0

12.4

11.4

8.4

8.2

15.0

19.0

19.3

4.6

1.2

5.2

24.5

24.3

26.9

23.2

18.3

16.4

25.3

Note; Some columns do not add t o t o t a l s shown because of rounding.

Dataquest (November 1991)

12.6

13.1

-0.2

-2.3

0.2

17.0

18.3

17.2

15.8

12.5

9.4

14.2

17.8

18.4

5.7

10.3

5.0

21.6

21.7

22.3

21.1

17.8

16.3

11.0

©1991 Dataquest Incorporated November—Reproduction Prohibited

Chatter S Applications Market—^>atabase Tables 5-39

Table 2.25

Total Transportation Application Markets

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1989 1990 1991 1992 1993 1994 1995

2 1 . 5

2 8 . 0

- 4 2 . 8

- 9 2 . 1

2 9 . 6

4 1 . 3

3 8 . 6

4 9 . 9

3 6 . 0

5 . 6

1 . 9

4 5 . 7

19.7

19.0

1 7 . 4

7 . 0

1 8 . 3

2 3 . 9

1 . 5

44.7

1 2 . 9

6 . 0

2 7 . 1

2 . 9

1 7 . 8

17.4

1 4 . 2

- 5 5 . 9

19.8

1 9 . 6

- 4 . 4

3 0 . 9

1 3 . 3

1 0 . 5

18.8

1 7 . 6

2 4 . 3

31.4

2 0 . 3

- 3 1 . 1

2 1 . 8

3 1 . 5

2 7 , 2

3 0 . 1

3 3 . 6

3 1 . 6

9 . 4

1 3 . 6

2 4 . 6

2 5 . 0

7 . 1

- 4 4 . 1

7 . 9

2 4 . 4

2 5 . 6

2 0 . 7

2 8 . 2

2 7 . 8

2 3 . 8

2 3 . 1

Note: Some columns do not add to totals shown because of rounding.

1 7 . 4

1 7 . 3

8 . 6

- 4 3 . 1

9 . 0

1 6 . 3

1 6 . 1

1 8 . 2

1 4 . 4

2 0 . 8

1 7 . 4

1 7 . 9

1 3 . 0

1 5 . 5

- 6 . 7

- 6 1 . 5

- 6 . 5

1 5 . 4

1 2 . 7

1 4 . 8

1 6 . 4

1 6 . 5

3 . 7

1 9 . 3

E>ataquest (November 1991>

\

©1991 Dataquest Incoipoiated November—Reproduction Prohibited

5-40 Asia/I>aclfic-Itest of Worid Semiconductor Applications Market Forecast Chapter 5

Section 3—Asia/Pacific-ROW Semiconductor Consumption by

Application Market Input/Output Ratios

i

©1991 Dataquest Incorporated November—Reproduction Prohibited

i

Chapter 5 Applications Market-^Database Tables 5-41

>

10 r - r t N O N O t l O O > ' * 0 " 0 ' f O

0\ r - l O O O W N C M H C O H O

O l i - t i H O O O O O O O O O

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Table 3.7

Dedicated Systems Applications

1988 1989 1990 1991 1992 1993 1994 1995

Total Semiconductor 0.059 0.065 0.075 0.077 0.080 0.089 0.093 0.093

Total rc 0.055 0.061 0.071 0.072 0.076 0.085 0.089 0.088

Bipolar Digital 0.005 0.004 0.003 0.003 0.002 0.002 0.002 0.001

Bip Memory 0.001 0 0 0 0 0 0 0

Bip Logic 0.004 0.003 0.003 0,003 0.002 0.002 0.002 0.001

MOS Digital 0.047 0.055 0.065 0.067 0.072 0.081 0.085 0.085

M03 Memory 0.025 0.030 0.032 0.029 0.030 0.034 0.035 0.036

MOS Micro 0.012 0.016 0.023 0.027 0.031 0.035 0.037 0.036

MOS Logic 0.010 0.010 0.011 0.011 0.011 0.012 0.013 0.012

Analog 0.003 0.002 0.002 0.002 0.002 0.002 0.002 0.002

Discrete 0.003 0.002 0.003 0.003 0.003 0.003 0.003 0.003

Total Opto 0.001 0.002 0.002 0.002 0.001 0.002 0.002 0.002

Note: Some columns do not add to totals shown because of rounding.

Dauquest (November 1991)

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Table 3.9

Premises Telecommunications Applications

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

HOS Logic

Analog

Discrete

Total Opto

1988 1989 1990 1991 1992 1993 1994 1995

0 . 0 7 8

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0 . 0 0 7

0

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0 . 0 1 0

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0 . 0 7 5

0 . 0 6 3

0 . 0 0 5

> 0

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0 . 0 4 0

0 . 0 1 5

0 . 0 1 6

0 . 0 1 0

0 . 0 1 8

0 . 0 1 0

0 , 0 0 3

0 . 0 8 4

0 . 0 7 0

0 . 0 0 4

0

0 . 0 0 4

0 . 0 4 7

0 . 0 1 4

0 . 0 2 2

0 . 0 1 0

0 . 0 1 9

0 . 0 1 2

0 . 0 0 3

0 . 0 8 3

0 . 0 6 9

0 . 0 0 3

0

0 . 0 0 3

0 . 0 4 7

0 . 0 1 2

0 . 0 2 5

0 . 0 1 0

0 . 0 1 9

0 . 0 1 2

0 . 0 0 2

0 . 0 8 9

0 . 0 7 6

0 . 0 0 2

0

0 . 0 0 2

0 . 0 5 5

0 . 0 1 2

0 . 0 3 1

0 . 0 1 2

0 . 0 1 9

0 . 0 1 1

0 . 0 0 2

0 . 1 0 0

0 . 0 8 7

0 . 0 0 2

0

0 . 0 0 2

0 . 0 6 4

0 . 0 1 4

0 . 0 3 6

0 . 0 1 4

0 . 0 2 1

0 . 0 1 1

0 . 0 0 2

0 . 1 0 2

0 . 0 8 8

0 . 0 0 2

0

0 . 0 0 2

0 . 0 6 5

0 . 0 1 5

0 . 0 3 6

0 . 0 1 4

0 . 0 2 2

0 . 0 1 1

0 . 0 0 2

0 . 0 9 8

0 . 0 8 6

0 . 0 0 1

0

0 . 0 0 1

0 . 0 6 1

0 . 0 1 5

0 . 0 3 3

0 . 0 1 3

0 . 0 2 4

0 . 0 1 0

0 . 0 0 2

Note: Some coluions do not add to totals shown because of rounding.

Dataquest (November 1991)

Table 3.10

Public Telecommunications Applications

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1988

0 . 0 4 6

0 . 0 3 1

0 . 0 0 3

0

0 . 0 0 2

0 . 0 1 7

0 . 0 0 7

0 . 0 0 3

0 . 0 0 7

0 . 0 1 2

0 . 0 1 1

0 . 0 0 4

1989

0 . 0 4 7

0 . 0 3 3

0 . 0 0 2

0

0 . 0 0 2

0 . 0 2 1

0 . 0 0 8

0 . 0 0 5

0 . 0 0 8

0 . 0 1 0

0 . 0 1 0

0 . 0 0 4

1990

0 . 0 4 9

0 . 0 3 7

0 . 0 0 2

0

0 . 0 0 2

0 . 0 2 3

0 . 0 0 8

0 . 0 0 6

0 . 0 0 8

0 . 0 1 2

0 . 0 0 9

0 . 0 0 4

1991

0 . 0 5 0

0 . 0 3 7

0 . 0 0 2

0

0 . 0 0 1

0 . 0 2 4

0 . 0 0 7

0 . 0 0 8

0 . 0 0 8

0 . 0 1 1

0 . 0 1 0

0 . 0 0 3

1992

0 . 0 5 1

0 . 0 4 0

0 . 0 0 1

0

0 . 0 0 1

0 . 0 2 7

0 . 0 0 8

0 . 0 1 0

0 . 0 1 0

0 . 0 1 2

0 . 0 0 8

0 . 0 0 3

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1991)

1993

0 . 0 5 3

0 . 0 4 2

0 . 0 0 1

0

0 . 0 0 1

0 . 0 2 9

0 . 0 0 9

0 . 0 1 0

0 . 0 1 1

0 . 0 1 2

0 . 0 0 8

0 . 0 0 3

1994

0 . 0 5 3

0 . 0 4 2

0 . 0 0 1

0

0 . 0 0 1

0 . 0 2 9

0 . 0 0 9

0 . 0 1 0

0 . 0 1 0

0 . 0 1 3

0 . 0 0 8

0 . 0 0 3

1995

0 . 0 5 0

0 . 0 4 1

0 . 0 0 1

0

0 . 0 0 1

0 . 0 2 7

0 . 0 0 8

0 . 0 0 9

0 . 0 1 0

0 . 0 1 3

0 . 0 0 7

0 . 0 0 3

Table 3.11

Mobile Communications Applications

Total Samlconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

1988 1989 1990 1991 1992 1993 1994 1995

0 . 0 4 9 0 . 0 4 4 0 . 0 4 8 0 . 0 4 8 0 . 0 5 1

0 . 0 5 3 0 . 0 5 5 0 . 0 5 2

0 . 0 3 6

0 . 0 0 5

0 . 0 3 2

0 . 0 0 4

0 . 0 3 6

0 . 0 0 4

0 . 0 3 6

0 . 0 0 3

0 . 0 4 0

0 . 0 0 3

0 . 0 4 2

0 . 0 0 2

0 . 0 4 4

0 . 0 0 2

0 . 0 4 3

0 . 0 0 2

0

0 . 0 0 5

0

0 . 0 0 4

0

0 . 0 0 4

0

0 , 0 0 3

0

0 . 0 0 3

0

0 . 0 0 2

0

0 . 0 0 2

0

0 . 0 0 2

0 . 0 0 9 0 . 0 1 0 0 . 0 1 0 0 . 0 1 1 0 . 0 1 3

0 . 0 1 4 0 . 0 1 4 0 . 0 1 3

0 . 0 0 4

0 . 0 0 2

0 . 0 0 3

0 . 0 0 4

0 . 0 0 2

0 . 0 0 3

0 . 0 0 4

0 . 0 0 3

0 . 0 0 3

0 . 0 0 4

0 . 0 0 4

0 . 0 0 3

0 . 0 0 4

0 . 0 0 5

0 . 0 0 4

0 . 0 0 5

0 . 0 0 5

0 . 0 0 4

0 . 0 0 5

0 . 0 0 5

0 . 0 0 4

0 . 0 0 4

0 . 0 0 5

0 . 0 0 4

0 . 0 2 6 0 . 0 2 8 0 . 0 2 8

0 . 0 1 1 0 . 0 0 9 0 . 0 0 9 0 . 0 0 9 0 . 0 0 9

0 . 0 0 8 0 . 0 0 9

0 . 0 0 7

0 . 0 0 2

0 . 0 1 8

0 . 0 0 2

0 . 0 2 2

0 . 0 0 3

0 . 0 2 3

0 . 0 0 2

0 . 0 2 5

0 . 0 0 2

0 . 0 0 2 0 . 0 0 3 0 . 0 0 2

Total Opto

Note: Some coliunns do not add to totals shown because of rounding.

DaUquest (November 1991)

Table 3.12

Broadcast and Studio Applications

1988 1989 1990 1991 1992 1993 1994 1995

Total Semiconductor 0.042 0.041 0.040 0.040 0.043 0.045 0.045 0.043

Total IC 0.031 0.032 0.031 0.031 0.034 0.036 0.037 0.037

@ Bipolar Digital 0.005 0.004 0.003 0.003 0.002 0.002 0.001 0.001

S Bip Memory 0.001 0 0 0 0 0 0 0

•2 Bip Logic 0.005 0.004 0.003 0.003 0.002 0,002 0.001 0.001

S" MOS Digital 0.016 0.019 0.018 0,019 0.023 0.024 0,025 0.024

I MOS Memory 0.006 0.009 0.007 0.006 0.007 0.007 0.008 0.009 g MOS Micro 0.003 0.004 0.005 0.007 0.008 0.008 0.008 0.008 g- MOS Logic 0.007 0.006 0.007 0.007 0.008 0.009 0.009 0.008

J Analog 0,010 0,009 0.009 0.009 0.009 0.010 0.011 0.011

Total Opto 0.002 0.002 0.002 0.001 0.001 0.001 0.001 0.001

•z,

^ Note: Some columns do not add to totals shown because of rounding. g Dataquest (November 1991)

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i

Table 3.15

Security and Energy Applications

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

M03 Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1988

0 . 0 3 6

0 . 0 2 2

0 . 0 0 7

0

0 , 0 0 7

0 . 0 0 6

0 . 0 0 1

0 . 0 0 1

0 . 0 0 4

0 . 0 0 9

0 . 0 1 3

0 . 0 0 1

1989

0 . 0 4 0

0 . 0 2 8

0 . 0 0 7

0

0 . 0 0 7

0 . 0 1 1

0 . 0 0 2

0 . 0 0 2

0 . 0 0 7

0 . 0 0 9

0 . 0 1 1

0 . 0 0 1

1990

0 . 0 4 8

0 . 0 3 4

0 . 0 0 6

0

0 . 0 0 6

0 . 0 1 4

0 . 0 0 2

0 . 0 0 4

0 . 0 0 8

0 . 0 1 4

0 . 0 1 3

0 . 0 0 1

1991

0 . 0 4 7

0 . 0 3 5

0 . 0 0 5

0

0 . 0 0 5

0 . 0 1 6

0 . 0 0 2

0 . 0 0 5

0 . 0 0 9

0 . 0 1 4

0 . 0 1 1

0 . 0 0 1

1992

0 . 0 5 0

0 . 0 4 0

0 . 0 0 4

0

0 . 0 0 4

0 . 0 2 0

0 . 0 0 2

0 . 0 0 7

0 . 0 1 2

0 . 0 1 6

0 . 0 0 9

0 . 0 0 1

Note; Some columns do not add to totals shown because of rounding.

Dataquest CNovember 1991)

1993

0 . 0 5 6

0 . 0 4 6

0 . 0 0 3

0

0 . 0 0 3

0 . 0 2 6

0 . 0 0 2

0 . 0 0 9

0 . 0 1 5

0 . 0 1 7

0 . 0 0 9

0 . 0 0 1

1994

0 . 0 6 1

0 . 0 5 1

0 . 0 0 3

0

0 . 0 0 3

0 . 0 3 0

0 . 0 0 2

0 . 0 1 2

0 . 0 1 6

0 . 0 1 8

0 . 0 0 8

0 . 0 0 1

1995

0 . 0 6 5

0 . 0 5 7

0 . 0 0 2

0

0 . 0 0 2

0 . 0 3 4

0 . 0 0 4

0 . 0 1 3

0 . 0 1 8

0 . 0 2 0

0 . 0 0 7

0 . 0 0 1

T^le 3.16

Manufacturing Systems and tn^muiiisSiailSiim. Applications

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

MOS Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1988

0 . 0 5 2

0 . 0 2 6

0 . 0 0 9

0

0 , 0 0 9

0 . 0 1 0

0 . 0 0 3

0 . 0 0 4

0 . 0 0 3

0 . 0 0 7

0 . 0 2 3

0 . 0 0 3

1989

0 . 0 5 8

0 . 0 3 3

0 . 0 0 7

0

0 . 0 0 7

0 . 0 1 9

0 . 0 0 6

0 . 0 0 8

0 . 0 0 5

0 . 0 0 7

0 . 0 2 0

0 . 0 0 5

1990

0 . 0 6 7

0 . 0 4 2

0 . 0 0 6

0

0 . 0 0 6

0 . 0 2 4

0 . 0 0 6

0 . 0 1 1

0 . 0 0 7

0 . 0 1 1

0 . 0 2 1

0 . 0 0 5

1991

0 . 0 7 2

0 . 0 4 4

0 . 0 0 5

0

0 . 0 0 5

0 . 0 2 8

0 . 0 0 6

0 . 0 1 5

0 . 0 0 7

0 . 0 1 1

0 . 0 2 3

0 . 0 0 5

1992

0 . 0 7 7

0 . 0 4 9

0 . 0 0 4

0

0 . 0 0 4

0 . 0 3 4

0 . 0 0 6

0 . 0 1 8

0 . 0 0 9

0 . 0 1 2

0 . 0 2 3

0 . 0 0 5

Note: Some columns do not

add to totals shown because of rounding.

Dataquest (November 1990

1993

0 . 0 8 4

0 . 0 5 6

0 . 0 0 3

0

0 . 0 0 3

0 . 0 4 0

0 . 0 0 8

0 . 0 2 1

0 . 0 1 1

0 . 0 1 3

0 . 0 2 3

0 . 0 0 5

1994

0 . 0 8 9

0 . 0 6 1

0 . 0 0 3

0

0 . 0 0 3

0 . 0 4 4

0 . 0 0 9

0 . 0 2 3

0 . 0 1 2

0 . 0 1 4

0 . 0 2 3

0 . 0 0 5

1995

0 . 0 9 4

0 . 0 6 9

0 . 0 0 2

0

0 . 0 0 2

0 . 0 5 0

0 . 0 1 1

0 . 0 2 6

0 . 0 1 4

0 . 0 1 6

0 . 0 2 1

0 . 0 0 5

Table 3.17

Medical Equipment Applications

Total Semiconductor

Total IC

Bipolar Digital

Bip Memory

Bip Logic

MOS Digital

TAOS

Memory

MOS Micro

MOS Logic

Analog

Discrete

Total Opto

1988 1989 1990 1991 1992 1993 1994 1995

0 . 0 4 6

0 . 0 2 9

0 . 0 1 1

0

0 . 0 1 1

0 . 0 0 8

0 . 0 0 2

0 . 0 0 1

0 . 0 0 5

0 . 0 1 0

0 . 0 1 6

0 . 0 0 1

0 . 0 5 5

0 . 0 3 9

0 . 0 0 8

0

0 . 0 0 8

0 . 0 1 5

0 . 0 0 5

0 . 0 0 2

0 . 0 0 8

0 . 0 1 5

0 . 0 1 4

0 . 0 0 2

0 . 0 5 9

0 . 0 3 9

0 . 0 0 7

0

0 . 0 0 7

0 . 0 1 6

0 . 0 0 4

0 . 0 0 3

0 . 0 0 9

0 . 0 1 6

0 . 0 1 7

0 . 0 0 2

0 . 0 5 6

0 . 0 3 8

0 . 0 0 5

0

0 . 0 0 5

0 . 0 1 7

0 . 0 0 3

0 . 0 0 4

0 . 0 0 9

0 . 0 1 6

0 . 0 1 7

0 . 0 0 2

0 . 0 5 8

0 . 0 4 1

0 . 0 0 4

0

0 . 0 0 4

0 . 0 2 1

0 . 0 0 4

0 . 0 0 6

0 . 0 1 1

0 . 0 1 7

0 . 0 1 5

0 . 0 0 2

0 . 0 6 3

0 . 0 4 6

0 . 0 0 3

0

0 . 0 0 3

0 . 0 2 5

0 . 0 0 4

0 . 0 0 9

0 . 0 1 2

0 . 0 1 7

0 . 0 1 5

0 . 0 0 2

0 . 0 6 6

0 . 0 4 9

0 . 0 0 3

0

0 . 0 0 3

0 . 0 2 7

0 . 0 0 5

0 . 0 1 1

0 . 0 1 2

0 . 0 1 9

0 . 0 1 5

0 . 0 0 2

0 . 0 7 2

0 . 0 5 5

0 . 0 0 2

0

0 . 0 0 2

0 . 0 3 3

0 . 0 0 7

0 . 0 1 4

0 . 0 1 2

0 . 0 2 0

0 . 0 1 4

0 . 0 0 2

Note; Some coltimns do not add to totals shown because of rounding.

Dataquest (November 1991)

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Table 3.19

Audio Applications

1988 1989 1990 1991 1992 1993 1994 1995

Total Semiconductor 0.101 0.096 0.097 0.110 0.113 0.119 0.122 0.123

Total IC 0.061 0.062 0.061 0.069 0.077 0.084 0.088 0.091

Bipolar Digital 0.003 0.002 0.001 0.001 0 0 0 0

B i p Memory 0 0 0 0 0 0 0 0

Hip L o g i c 0 . 0 0 3 0 . 0 0 2 0 . 0 0 1 0 . 0 0 1 0 0 0 0

MOS D i g i t a l 0 . 0 1 5 0 . 0 2 1 0 . 0 2 1 0 . 0 2 3 0 . 0 2 9 0 . 0 3 3 0 . 0 3 2 0 . 0 3 3

MOS Memory 0 . 0 0 5 0 . 0 0 7 0 . 0 0 5 0 . 0 0 4 0 . 0 0 4 0 . 0 0 6 0 . 0 0 7 0 . 0 0 8

MOS Micro 0 . 0 0 7 0 . 0 1 0 0 . 0 1 3 0 , 0 1 5 0 . 0 1 9 0 . 0 2 2 0 . 0 2 1 0 . 0 2 1

MOS L o g i c 0 . 0 0 3 0 . 0 0 3 0 . 0 0 3 0 . 0 0 4 0 . 0 0 5 0 . 0 0 5 0 . 0 0 5 0 . 0 0 4

A n a l o g 0 . 0 4 3 0 . 0 4 0 0 . 0 3 9 0 . 0 4 6 0 . 0 4 8 0 . 0 5 2 0 . 0 5 7 0 . 0 5 8

D i s c r e t e 0 . 0 3 7 0 . 0 3 1 0 . 0 3 3 0 . 0 3 7 0 . 0 3 4 0 . 0 3 2 0 . 0 3 0 0 . 0 2 9

T o t a l Opto 0 . 0 0 3 0 . 0 0 3 0 . 0 0 3 0 . 0 0 3 0 . 0 0 3 0 . 0 0 3 0 . 0 0 3 0 . 0 0 3

N o t e : Some columns do n o t add t o t o t a l s shown b e c a u s e o f r o u n d i n g .

§• Dauquest (November 1991)

Table 3.20

\^deo Applications

1988 1989 1990 1991 1992 1993 1994 1995

]

•3

i

I

I

Total Semiconductor

Total IC

@ Bipolar Digital vo Bip Memory

>^ Bip Logic

O

MOS Digital

S

MOS Memory

0 . 1 1 7

0 . 0 6 3

0 . 0 0 2

0

0 . 0 0 2

0 . 0 2 0

0 . 0 0 9

0 . 1 1 3

0 . 0 6 7

0 . 0 0 1

0

0 . 0 0 1

0 . 0 2 7

0 . 0 1 4

0 . 0 0 9

0 . 1 0 9

0 . 0 6 5

0 . 0 0 1

0

0 . 0 0 1

0 . 0 2 7

0 . 0 1 1

0 . 0 1 3

0 . 1 2 0

0 . 0 7 1

0 . 0 0 1

0

0 . 0 0 1

0 . 0 2 8

0 . 0 0 9

0 . 0 1 5

0 . 1 1 2

0 . 0 6 8

0 . 0 0 1

0

0 . 0 0 1

0 . 0 3 0

0 . 0 1 0

0 . 0 1 5

0 . 1 1 8

0 . 0 7 7

0

0

0

0 . 0 3 5

0 . 0 1 1

0 . 0 1 8

0 . 1 1 9

0 . 0 8 2

0

0

0

0 , 0 3 6

0 , 0 1 1

0 , 0 1 9

0 . 1 2 3

0 . 0 8 6

0

0

0

0 . 0 3 6

0 , 0 1 2

0 , 0 1 9

MOS Logic 0,004 0.004 0.004 0.005 0.005 0.006 0.005 0.005

8 Analog

0 . 0 4 1 0 . 0 3 9 0 . 0 3 6 0 . 0 4 2

0 . 0 3 8

0 . 0 4 2

0 . 0 4 6

0 . 0 5

Diacrete

0 . 0 5 0 0 . 0 4 3 0 . 0 4 1 0 . 0 4 5 0 . 0 4 1 0 , 0 3 8

0 . 0 3 4 0 . 0 3 4

3

Total Opto

0 . 0 0 3

0 . 0 0 4 0 . 0 0 4 0 . 0 0 4

0 . 0 0 3 0 . 0 0 3 0 . 0 0 3

0 . 0 0 3

a

Q Note: Some columns do not add to totals shown because of rounding,

g Dataquest (November 1991)

Table 3.21

Personal Electronics Applications

T o t a l S e m i c o n d u c t o r

1988 1989 1990 1991 1992 1993 1994 1995

0 . 0 8 5

T o t a l IC

0 . 0 9 0

0 . 0 6 0

0 . 0 0 4

0 . 0 8 9

0 . 0 6 7

@

M

B i p o l a r D i g i t a l

B i p Memory

B i p L o g i c

0

0 . 0 0 4

0 . 0 6 2

0 . 0 0 3

0

0 . 0 0 3

0 . 0 0 3

0

0 . 0 0 3 c

1

1

M03 D i g i t a l

MOS Memory

MOS Micro

MOS L o g i c

0 . 0 1 6

0 . 0 0 5

0 . 0 0 8

0 . 0 1 9

0 . 0 0 8

0 . 0 0 9

0 . 0 0 3

0 . 0 2 4

0 . 0 0 5

0 . 0 1 4

0 . 0 0 5 0 . 0 0 3

0 . 0 4 1

A n a l o g 0 . 0 3 9 0 . 0 4 0

D i s c r e t e

8

T o t a l Opto

I

1

N o t e : Some columns do n o t

0 . 0 2 4

0 . 0 0 5

0 . 0 1 9

0 . 0 0 5

0 . 0 1 7

0 . 0 0 5 add t o t o t a l s shown b e c a u s e

Dataquest (November 1991)

1

0 . 0 9 5

0 . 0 7 3

0 . 0 0 3

0

0 . 0 0 3

0 . 0 2 8

0 . 0 0 6

0 . 0 1 7

0 . 0 0 5

0 . 0 4 3

0 . 0 1 7

0 . 0 0 5

0 . 0 9 7

0 . 0 7 6

0 . 0 0 1

0

0 . 0 0 1

0 . 0 2 9

0 . 0 0 6

0 . 0 1 8

0 . 0 0 5

0 . 0 4 6

0 . 0 1 7

0 . 0 0 4 o f r o u n d i n g .

0 . 1 0 1

0 . 0 8 2

0

0

0

0 . 0 3 3

0 . 0 0 6

0 . 0 2 2

0 . 0 0 5

0 . 0 4 8

0 . 0 1 6

0 . 0 0 4

0 . 1 0 7

0 . 0 8 7

0

0

0

0 . 0 3 4

0 . 0 0 7

0 . 0 2 0

0 . 0 0 6

0 . 0 5 3

0 . 0 1 5

0 . 0 0 4

0 . 1 0 7

0 . 0 8 9

0

0

0

0 . 0 3 6

0 . 0 0 9

0 . 0 2 2

0 . 0 0 6

0 . 0 5 2

0 . 0 1 5

0 . 0 0 4

Table 3.22

Appliances Applications

1988 1989 1990 1991 1992 1993 1994 1995

Total IC

Bipolar Digital

0 . 0 6 1

0 . 0 0 2

0 . 0 8 9

0 . 0 6 2

0 . 0 0 1

0 . 0 9 8

0 . 0 7 2

0 . 0 0 1

0 . 1 0 3

0 . 0 7 6

0 . 0 0 1

0 . 1 0 8

0 . 0 8 3

0

0 . 1 1 3

0 . 0 8 9

0

0 . 1 1 6

0 . 0 9 3

0

0 . 1 1 5

0 . 0 9 3

0

Bip Memory

0 0 0 0 0 0 0

0

Bip Logic

0 . 0 0 2 0 . 0 0 1 0 . 0 0 1 0 . 0 0 1 0 0 0

0

MOS Digital

0 . 0 2 2

0 . 0 2 5

0 . 0 2 9 0 . 0 3 1 0 . 0 3 5

0 . 0 3 9 0 . 0 4 0

0 . 0 4 0

MOS Memory

0 . 0 1 0 0 . 0 1 1

0 . 0 1 1 0 . 0 1 0 0 . 0 1 1

0 . 0 1 3 0 . 0 1 2 0 . 0 1 2

0 . 0 1 0

0 . 0 1 3 0 . 0 1 7 0 . 0 1 9 0 , 0 2 1

0 . 0 2 1 0 . 0 2 2

MOS Logic 0.005 0.004 0.005 0.004 0.005 0.005 0.006 0.006

Analog

0 . 0 3 8

Discrete

0 . 0 3 0

0 . 0 0 4

0 . 0 3 6

0 . 0 2 5

0 . 0 0 5

0 . 0 4 2

0 . 0 2 5

0 . 0 0 4

0 . 0 4 5

0 . 0 2 5

0 . 0 0 5

0 . 0 4 8

0 . 0 2 4

0 . 0 0 5

0 . 0 5 0

0 . 0 2 2

0 . 0 0 6

0 . 0 5 3

0 . 0 2 2

0 . 0 0 6

0 , 0 5 4

0 . 0 2 1

Total Opto

0 . 0 0 2 0 . 0 0 1 0 . 0 0 1

0 . 0 0 2 0 . 0 0 1

0 . 0 0 1 0 . 0 0 1 0 . 0 0 1

Note: Some columns do not add to totals shown because of rounding.

Dataquest (November 1991)

Table 3.23

Other Consumer Applications

1988 1989 1990 1991 1992 1993 1994 1995

Total Semiconductor 0.138 0.128 0.130 0.141 0.142 0.151 0.152 0.157

Total IC 0.076 0.072 0.077 0.085 0.095 0.107 0.110 0.117

Bipolar Digital 0.003 0.001 0.001 0.001 0.001 0 0 0

Bip Memory 0 0 0 0 0 0 0 0

Bip Logic 0.003 0.001 0.001 0.001 0 0 0 0

MOS Digital 0.026 0.026 0.030 0.035 0.041 0.05 0.049 0.055

MOS Memory 0.013 0.012 0.012 0.012 0.014 0.017 0.017 0.021

MOS Micro 0.008 0.010 0.013 0.017 0.02 0.025 0.025 0.025

MOS Logic 0.004 0.003 0.004 0.005 0.006 0.007 0.007 0.008

Analog 0.048 0.045 0.047 0.049 0.054 0.057 0.061 0.062

Discrete 0.056 0.050 0.047 0.049 0.042 0.039 0.037 0.036

Total Opto 0.006 0.006 0.006 0.007 0.005 0.005 0.005 0.005

Note: Some coliimns do not add to totals shown because of rounding.

Dataquest Q^ovember 1 9 9 0

5-64 Asia/Pacific-Rest of World Semiconductor Applications Maricet Forecast Chapter 5

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Asia/Pacific and Rest of World

Fab Database

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Asia/Pacific and Rest of World

Fab Database

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Dataquest Semiconductors Asia

Source:

Dataquest

Published by Dataquest Incorporated

The content of this report represents our interpretation and analysis of information generally available to the public or released by knowledgeable individuals in the subject industry, but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients.

Printed in the United States of America. All rights reserved. No part of this publication may be reproduced, stored in retrieval systems, or transmitted, in any form or by any means—mechanical, electronic, photocopying, duplicating, miaofilming, videotape, or otherwise—^without the prior f)ermission of the publisher.

© 1991 Dataquest Incorporated

October 1991

Table of Contents

Page Page

Definitions of Table Columns 1

Background 1

General Definitions 1

List of Tables

Table Page Table Page

1 Asia/Pacific-ROW Existing Pilot and 2 Asia/Pacific-ROW Future Pilot and

Production Fab Lines 4 Production Fab Lines 13

Asia/Pacific and Rest of World

Fab Database

Background

The material in this booklet applies to the

Asia/Pacific and Rest of World (ROW) portions of Dataquest's Semiconductor Equipment,

Manufacturing, and Materials service Wafer Fab

Database. The Wafer Fab Database is updated on an ongoing basis, employing both primary and secondary research methodologies. The tables included in this booklet highlight both production and pilot line wafer fabs.

General Definitions

A fab line is a processing line in a clean room that is equipped to do all front-end wafer processing. Occasionally there are two separate product-specific fab lines or two different wafer sizes in a clean room. In this situation, a clean room will be documented as two fab lines if the equipment is dedicated to each wafer size or product line. There can be many fab lines at one location.

Front-end wafer processing is defined as all steps involved with semiconductor processing, begiiming with initial oxide and ending at wafer probe.

A production fab is defined as a wafer fab capable of front-end processing more than

1,250 wafers per week (type = F).

A pilot fab is defined as a wafer fab capable of front-end processing 1,250 wafers or less per week (tj^se = P).

Definitions of Table Columns

The Products Produced column contains product information for seven product categories.

The information in this column can be very detailed, depending on the information's availability. The nomenclature used within the seven product groups of the fab database is as follows, with definitions where warranted:

• Analog

- LIN—^Linear/analog devices

- A/D D/A—^Analog-to-digital, digital-toanalog converters

- AUTOMOTIVE—Dedicated to automobile applications

- CODEC—Coder/decoder

- INTERFACE—^Interface IC

- MESFET (GaAs)—Metal Schottky fieldeffect transistor

- MODFET (GaAs)

- MDIODE (GaAs)—^Microwave diode

- MFET (GaAs)—^Microwave field-effect transistor

- MODEM—Modulator/demodulator

- MMIC—^Monolithic microwave IC

- OP AMP—Operational amplifier

- PWR IC—Power IC

- REG—Voltage regulator

- SMART PWR—Smart power

- SWITCHES—Switching device

- TELECOM—^Telecommunications chips

Memory

- MEM—^Memory

- RAM—^Random-access memory

- DRAM—^Dynamic RAM

- SRAM 4 TR.—Static RAM uses a

4-transistor cell design

- SRAM 6 TR.—Static RAM uses a

6-transistor cell design

- VRAM—Video RAM

- ROM—^Read-only memory

- PROM—^Programmable ROM

- EPROM—Ultraviolet erasable PROM

- EEPROM or E2—^Electrically erasable

PROM

- FERRAM—Ferroelectric RAM

- NVMEM—^Nonvolatile memory (ROM,

PROM, EPROM, EEPROM, FERRAM)

- FIFO—^First-in, first-out memory

- SPMEM—Other specialty memory (dual port, shift-register, color look-up, etc.)

Micrologic

- ASSP—Application-specific standard product

- BIT—^Bit slice (subset of MPU functions)

- DSP—^Digital signal processor

- MCU—^Microcontroller unit

- MPR—^Microperipheral

- MPRCOM—^MPR digital communications

(ISDN, LAN, UART, modem)

- MPU—^Microprocessor unit

- LISP—32-bit list instruction set processor for AI applications

- RISC—^Reduced-instruaion-set computation

32-bit MPU

• Standard logic

- LOG—Standard logic

• ASIC logic

- ASIC—^Application-specific IC

- ARRAYS—Gate arrays

- CBIC—Cell-based IC

- CUSTOM—Full-custom IC (single user)

- PLD—^Programmable logic device

• Discrete

- DIS—Discrete

- DIODE

- FET—^Field-effect transistor

- GTO—Gate turn-off thyristor

- HEMT (GaAs)—High-electron-mobility transistor

- MOSFET—^MOS-based field-effect transistor

- PWR TRAN—^Power transistor

- RECnnER

- RF—^Radlo frequency

- SCR—Schottky reaifier

- SENSORS

- SST—Small-signal transistor

- THYRISTOR

- TRAN—^Transistor

- ZENER DIODE

• Optoelectronic

- OPTO—Optoelectronic

- CCD—Charge-coupled device (imaging)

- COUPLERS—Photocouplers

- lED—Infrared-emitting diode

- IMAGE SENSOR

- LASER (GaP)—Semiconductor laser or laser IC

Asla/Paclfic and Rest of World Fab Database

- LED—^Light-emitting diode

- PDIODE—Photo diode

- PTRAN—^Photo transistor

- SAW—Surface acoustic wave device

- SIT IMAGE SENSOR—Static induction transistor image sensor

The Process Technology column lists four major types of technologies. This column also lists a few uncommon technologies along with information on levels of metal, type of well, and logic structure, when available. Definitions of the nomenclature used in the Process Technology column are as follows:

• MOS (silicon-based)

- CMOS—Complementary metal-oxide semiconductor

- MOS—^n-channel metal-oxide semiconductor (NMOS) and p-channel metal-oxide semiconductor (PMOS) (More than

90 percent of the MOS fabs use n-channel MOS.)

- Ml—Single-level metal

- M2—^Double-level metal

- M3—^Triple-level metal

- N-WELL

- P-WELL

- POLYl—Single-level polysilicon

- POLY2—^Double-level polysilicon

- POLY3—^Triple-level polysilicon

• BiCMOS (silicon-based)

- BICMOS—^Bipolar and CMOS combined on a chip

- BIMOS—^Bipolar and MOS combined on a chip

- ECL L'O—^ECL input/output

- TTL I/O—^TTL input/output

• Bipolar (silicon-based)

- BIP—Bipolar

- ECL—^Emitter-coupled logic

- TTL—^Transistor-transistor logic

- STTL—Schottky TTL

• Gallium arsenide and other compound semiconductor materials

- GaAs—Gallium arsenide

- GaAlAs—Gallium aluminum arsenide

©1991 Dataquest Incorporated October—Reproduction Prohibited

- GaAs on Si—Gallium arsenide on silicon

- GaP—Gallium phosphide

- HgCdTe—^Mercuric cadmium telluride

- InAs—^Indium arsenide

- InP—^Indium phosphide

- InSb—^Indium antimony

- LiNb03—^Lithium niobate

- SOS—Silicon on sapphire

The number in the Minimum Linewidth column represents the minimum linewidth at the critical mask layers as drawn. This number is stated in microns and is defined in Dataquest's fab survey as being available in production volumes.

The Wafer Size column represents the wafer diameter expressed colloquially in inches.

However, for wafers greater than 3 inches in diameter, the colloquial expression is inaccurate. When calculating square inches, the following approximations are used:

Wafer-Start Capacity is defined in the fab survey as the equipment-limited wafer-start capacity per four-week period. Start capacity is not

Asia/Pacific and Rest of World Fab Database

limited by current staffing or the number of shifts operating; it is limited only by the installed equipment in the fab and the complexity of the process it runs. Start capacity in square inches is calculated using the approximate diameter and the wafer-start capacity.

The Clean Room Class column represents the level of cleanliness in the cleanest part of the clean room. This area represents the true environment to which the wafer is exposed.

The Merchant or Captive column categorizes each fab line on the tables as one of these two types. Definitions of the various categories are as follows:

• A Merchant fab line is a fab line that produces devices that end up available on the merchant market.

• A Captive fab line does not sell any of its devices on the merchant market. All production is consumed by the owner of the fab line.

©1991 Dataquest Incorporated October—Reproduction Prohibited

Table 1

Asla/Padflc-ROW Existing Pilot and Production Fab Lines

(Including Fabs Going Into Productfon During 1991)

C i t y

D i i i t r i r t Company

AHKLGAHillED NIREI.ESS SYDNEX

Cmintry o r Fab Products

T a r f i t o r y Ham* Producad

AOSTRALIA H/A

«

I

ATHOS/ELPOL

3

O

BEIJING NO.2

I t

BEIJINC NO.3

BEIJINS NO.5

BEIJING lAIKAH FAB 1 Ptffit I C s MS

E><1UIID H/A

CHINA N/A iHTnonuas SB

Eat. ffafar Sq

Mln. Start

Procass Lina- Waf. Capacity Cap

Technology width Size (4 wlcs.) (4 w

CH3S 1 . 5 0 6 7 , 0 0 0 1 9

HOS BIP 2.00 4 15,000 18

N/A

BIP TTL 5 . 0 0 3 1 0 , 0 0 0 7

CHIHA M/A LOe

TMUS

LIH HEM CMOS HOS 5.00 3 15,000 10 caiNA N/A OP AMP I,OG PtfH TRAN N/A 5.00 3 10,000 7

3

s

T)

3

I

Ff a

BEIJING NO.878

BEIJING TUBE FACTORY BBIJIHS

C3IHA N/A DtS

CHISA N/A CIS

N/A

N/A

5.00 3 8,000 5

5.00 4 10,000 12

N/A

IWJIA N/A 4.00 4 10,000 12

N/A

BELLING IC CO.

M/A CHINA H/A m D L A N/H

BHARAI ELECTRONICS BANGALORE

Table 1 (Conanued)

Aslo/Padfiic-RO'ff' EBdstlDg Pilot and Production Fab I^cigi

(InctiuUi^ Fabs Going Into Production During 1991)

City

Cc^uAy

Country or Tmb

TArritQry Kuna

Products

Produced

SINGAPORE N/A

Eat, Vfaf«r

Min. Start

Process Line- Waf. Capacity Ca

Technology width Size (4 wks.) (4

ASIC LIN EEPROH CMOS HOS 1.20 6 12,000 3

CHARTERED S/C N/A i

CONTINENTAL DEVICES DELHI

SIIRO-DONG, SEODL

I

I i3 DAEHOO

GURO-DONG, SEOOL n- DONG GUANG PLANT BEIJING

•3

I

ELECT. COMPONENTS INDIA HYDERABAD

a s

>Q FINE MICROELECT.

I

I

FDCBOO

N/A

GENERAL INST.

INDIA H/A

DI3 DIODE TBAN PHR SCR N/A

S. KOREA BIPOLAR LINE CDSTOH ADTOHOTIVE AUDIO BIP

S. KOREA M3S LINE ARRAYS

tmSXIX N/A

IBBOI* N/A DIS CONSUMER ICs BIP 0.00 3 15,000 1

TAIMAN N/A

CaiKA N/A N/A

TAIHMI N / A

N/A

N/A

0.00 3 10,000

3,00

»

9,000 1

2.00 4 9,000 1

BIP TIL 5.00 3 5,000

0.00 3 10,000

5.00 3 4,000

0 . 0 0 3 1 2 , 0 0 0

CM9S HITACHI 1.20 6 10,000 2 nOOHYDN-DONG, SEOUL S . KOREA N/A

256K DRAM

S

Table 1 CContinucd)

Asla/Paciflc-ROW Easting Pilot and Production Fab Lines

(Including Fabs Going Into Production During 1991)

CoapVi^

GOLDSTAR

C i t y o r t J i a t r i e t

C o u n t r y o z Fab Products

T a j r r i t o r y Nam* Produced

CHONGJU-CITY, CBOONGBDK S . KOREA PHASE 1

Est. Wafer 5q

Min. Start

Process Line- Waf. Capacity Cap

Technology width Size (4 irks.) (4 w

IHb DRAM 4Mb DRAM CMOS HITACHI 0.08 6 30,000 621

CBONQJn-CITY, CHOOHGBCK S . KOREA PEASE 2 4Hb DRAM CMOS HITACHI O.70 « 2 0 , 0 0 0 5 4 7

Gma-CITX, KXONGBnK S . KOREA FUUIT 1 LIN

BIP TTL 0 . 0 0 I 2 5 , 0 0 0 30

GDMI-CirY, KTONQBtlK S . KOREA PLAHT 2 S4K SRAM ROM ARRAYS CMOS 0.00 5 15,000 28

o

I

SOUDSIAS

a.

§ auirLL g-

•B

I g HAnBiN ncKli^' a

HOLTBK

ANYANG

SIBECNG

BOX Ko Bixcaiidtecs XAJ PO

BQALON eacatiajicir. HSIHCHD

S. KOREA N/A HPU ASIC 64K SRAM CMOS

0.00 3 10,000 19

HOOHYUN-DONG, SEOOL S. KOREA K/A LOG LIN DIS CONSOMER BIP

S. KOREA N/A H/A

N/A n u m i t N/A

N/A

N/A

3.00 S 4,500 8

5.00

3

10,000 7

2.O0 S 10,000 19

BONG KONS N/A

X A I H A N F A B 1

HPO LIN ASIC LOG SRAM CMOS MOS 0.00 4 8,000 9

ROM

SRAM ROM TELECOM

CONSOMER

CMOS P0LY2 M2 1.20 5 30,000 57

I

§

I

S

HYUntMI a

S"

I

I

r^

Table I (Continued)

.^la/PadficROW Extetlng Flfoji: Mtt IK^OOacdoD Fab Uom

(Including Fabs Going Into ^FMO^iAEig^ P j ^ ^ 1991>

C i t y

CoBfiAny

C o u n t r y o r Fob

T * t t i t 9 r y ^aam

P r o d u c t s

P r o d u c o d

HDXLON MldtOEIiECT. HSINCHU

ZAllDUfZ FAB 2

E s t . Wafer S

Hit!. S t a r t

P r o c e s s L i n e - fVaf. C a p a c i t y Ca

T e c h n o l o g y w i d t h S i z e (4 w k s . ) (4

CMOS BICMOS 1 . 2 0 6 30,000 8

1.00 5 8,000 1 ICHDN, KYDNGKI-DO S. ROSEA FAB I-B 256K SRAM

ICHtra, KYUNGKI-DO S. KOREA FAB III - 1 1Mb DRAM 0.80 e 30,000 8

ICHOM, KYDNGKl-DO S. KOREA FAB II 64K DRAM 256K DRAM CMOS Tl 1.00 6 25,000 6

ICHON, KYDNGKI-DO

BANSALORE

JERDSALEH

S. KOREA FAB I-A 16K SRAM PLD EEPROM

EPROM

CMOS MOS 1.20 5 15,000 2

ROMANIA N/A

IHOIA N/A 0.00 3 12,000

ISCtAEL FAB 8 3S6 MPO 286 MPU CHDB

1.50 6 21,000 5

ROtOMIA N/A TEYRISTOR DIODE LIN BIPOLAR 0.00 0

CSINA N/A LOC OP AMP H/A 5 . 0 0 3 1 0 , 0 0 0

anaa nOii

Table 1 (Condaued)

Asis/Paciflc-ROW Existing Pilot and Production Fab l i n e s

(Including Fabs Going Into Production During 1991)

Covputy

JINAN NO.2

City c t

Di»titlrt

JINAN

Countty or Fab

TArtltory Name

P r o d u c t s

P r o d u c « d

CHINA N/A

E a t . Waf«r Sq

M i n . S t a r t

P r o c a a s L i n e - Waf. C a p a c i t y Cap

T « c l m o l o g y w i d t h S i z a (4 w k s . ) (4

IK SRAM 4K DRAM HOS 5.00 3 8 , 0 0 0 5

«

>-• KOREAN EUCTROHIC CO. SOHI-CITy, SmNGBOK S .

4" LINE LIN OFIO

2 . 5 0 4 2 0 , 0 0 0 2 4

CSIHA N/A

N/A

5 . 0 0 3 1 2 , 0 0 0 8

LIAONING FACTORY JINZBOn

I o

I

MICR0EL2CTB0NICA BANEASA

^ MIN MACHINERY INDUSTRY N/A e.

§ MOTOROLA

"O

I ft' wietK sitn.ajtilOfieta0 HALDVONI

NATIONAL S/C

XAintH FAB 1 EPROH

ROMANIA N/A

HPD 1«K DRAM

CBIHA N/A

LOG PUR IRAN

MALAYSIA N/A

PRR TRftN DIS SST N/A 0.00 4 8,000 9

IHDIA N/A

MALAYSIA N/A

N/A

N/A

1.00 6 30,000 82

5.00 3 5,000 3

0.00 4 13,000 15

1.20 6 6,400 17

NATIONAL S/C HA-EKEK

ISRAEL H/A 32-blt MPU

XMnUH N/A

OPTO N/A 0 . 0 0 3 1 0 , 0 0 0 7

PBOTKONICS

N/A

Tabic 1 (Continued)

A^la/Padfic-ROW Existing PUot i ^ Frodlictloa Fab Lines

(Including Fabs Going Into FrodiictlQn During 1991)

Coq^any

City or niatritjt

CdUDtry or Fab

Tvrrltory Name

Products

Producttd

Eat. Haf«r

Min. Stax±

Proc«99 Line- Ifaf. Capacity Ca

Technology width Size <4 wka.) <4

QIANHEN S/C FACTORY BEIJING

CaiHA N/A N/A

DIG nAICfl IC 5.00 3 10,000

@ i-t

(-*

CMOS GaAs 0,00 0

»

•i

RCL S/C

BONG KONG N/A

HEM MPD LOG LIN TRAN CMOS

8

f

3 BECTBON LID.

JUFZl

H

a

lUNAM NO. 1 DIS g

§• ROHM SEom.

S. KOREA N/A

I

•o

>« S. AFRICAN MICROELZCT. PRETORIA

3 S . AFRICAN mCROELECT. PRETORIA

I

s.

SAHHI N/A

N/A

N/A

SOUTB

H/A

A/D D/A TELECOM BIP

AFRICA

SODTB N/A A/D D/A TELECOM CMOS

AFRICA

S. KOREA N/A

LASER DIODE

0.00 4 4,000

0.00 2 90,000 2

O.OO 4 15,000

5.00 3 10,000

3.00 4 10,000 1

0.80 6 35,000

:KIBE0NG-DP, K Y U N G K I - D O S . K O R E A L I M E 3 IHb DRAM

KIBEONG-OP, KYUNGKI-DO S. KOREA FAB 5 4Mb DRAM 0.70 8 20,000

N/A

Table 1 (Continued)

Asla/Paciflc-ROW ExlsUng Pilot and Production Fab Umm

(Including Fabs Gok^ Into Production During 1991)

CcmpaJiy

SAMSUNG

City or

D i a t r i c f c

C a u n t r y o r Fab

T*rritD]cy Haia*

Products

Produced

KIHEUNG-DP, mrDNGKI-DO S. KOREA LINE 1 64K DRAM

Est. Wafer S

Min. Start

Proceas Line- Waf. Capacity Ca

Technology width Sixe (4 wks.) (4

MOS

1.50 4 35,000 42

SID HICROELECT.

KIHEONG-OP, KYDNGKl-DO S. KOREA LINE 2 256K D M M

I-" SAMSUNG

1 . 2 0 ? 3 5 , 0 0 0 9

KIBEONG-UP, KXUNGKI-DO S. KOREA LINE 4 4Mb DRAM n

s

5*

SAHSmiG

BUCBON-CITY, KTUNGKI-DO S. KOREA BIPOLAR LINE LIN

0

1

SAMSUNG

BUCBON-CITY, KYUNSKI-DO S. KOREA MOS LINE HPU HCn LOS

1

SAMSUNG

^ SGS-IHOMSON ANG HO KIO SINGAPORE N/A PUR nyuJ L : N

a

§ SaUIGBAI H O . 5

>0

3

I

g SHANGHAI H O . 8 3 3 1 a

SHANGHAI PHILIPS NO.7 SHANGHAI

CEIHA N/A a080 Hftt LOG

CIS

LIN CMOS

CEIIIA N/A OF AMP FRB T M H

0.50 t 30,000 8

3 . 0 0 4 2 5 , 0 0 0 3

CMOS MOS 2 . 0 0 5 2 0 , 0 0 0 3

BIP MOS 0 . 0 0 5 2 5 , 0 0 0 4

5 . 0 0 3 1 0 , 0 0 0

BIP TTL 5 . 0 0 3 4 , 0 0 0

CHIWl N/A OP AMP PWR IRAN DIS BIP TTL CMOS 5 . 0 0 3 1 0 , 0 0 0

N/A

SaiNDENSEH N/A THAILAND N/A IRAN DIODES

0.00 D

BRAZIL N/A

LIN PUR THAN SST PUR BIP

ICs

30.00 3 12,000

Table 1 (Continued)

Asla/PadAc-ROW Existing MoH il%id Productloa Fab Lines

(Including Fabs Goli^ Into Prpdilction During 1991)

.City

Caf^>Any

OoQiitTy

t>t Fab

T v r r i t a r y Nam*

P r o d u c t s

P r o d u c « d

SID HICROELECT.

S

D

SPIC ELECTRONICS MADRAS

SnZHOO PLANT

I

S TI/ACER

fS

a

TIAN eUAHG FACTORY SBAOXINS

I

•3

I

I

TIANJIH NO.l

>0 TOHI

3

O"

BIUU;iL N/A

2 . 0 0 4 1 3 , 0 0 0 1

IBDIA N/A

PHOTO VOLTAIC DIS N/A 3.00 3 15,000 10

TAIinvN FAB 1 4Hb DRAM

CBIHA N/A

E a t . H a f e r S

Min. S t a r t

P r o c e s s L i n e - Naf. C a p a c i t y Ca

T e c h n o l o g y w i d t h S i z e (4 w k s . ) (4

CHIHA N/A

LOG OPTO CONSOMER BIP TTL HOS 0.00 3

CaiMA N/A

POUUro N/A N/A

O.SO 6 25,000 6

BIP ECL ITL 5.00 4 14,000 1

CMOS FDJl 5.00 3 10,000

BSINCHU lAIKAH FAB 1 LOG ASIC ROH MPR MCD HOS CMOS 1.20 6 14,000 3

DRAM

TAIKAN FAB 2-A SRAM RC« DRAM LOG

CUSTOM

1.00 6 20,000 5

O.S.S.R. N/A 64K 256K ORAM N/A n.S.S.R.

»/A

Table 1 (Continued)

Asla/Padflc-ROV Existing Pilot and Production Fab Lines

(Including Fabs Going Into Production During 1991)

CCHnpmity

City

OT

D i T t r i = t

UNITED tacROELECI, HSINCBa

C o u n t r y o r Fab Products t a r r i t o r y Naina Produced

I A H O N FAB 2A

Est. Wafer Sq

Mixi. Start

Process Line- Waf. Capacity Capa

Technology width Size (4 wks.) (4 i

ZS6K SI»H :

ASIC

EPROi CMOS MOS M2 1 . 0 0 6 3 0 , 0 0 0 8 2 1

S

>- DMIttll mCSOELECt. BSINCHD

?

S

mil TED WCROKLECT. HSINCHO f AJUAN F A B 2 B IHb SBAH

TAIKUt FAB 1

O.SO 6 1 0 , 0 0 0 2 7 3

64K SRAM COSTOH CMOS HOS M2 1 . 5 0 4 4 5 , 0 0 0 5 4 7

LIN MCO

I

I

TAIKAH N/A 2 . 0 0 5 8 , 0 0 0 1 5 2

V I M L I C eORPDRATIOK l A I PC

B0H6 RONS N/A ROM 256X DRAM SRAM LIH CMOS

ASIC

0.80 5 2,000 38

TAimH FAB 1

SRAM BOM ASIC HPR

TELECOM

CMOS MOS ER50 1.20 5 20,000 380

rj

I

a.

§ mna FACTOR mnci

"0

3

f

g yAHE[E RADIO TteVOta XIAN a

KA - Mot a v u i l l b l *

Source: Dataquol (October 1991)

C B i m N/A TRAN DIODES LIN LOG MEM HOS TOSHIBA S.OO 4 15,000 182

C E i m N/A

LIH LOG

W/lL

5.00 3 7,000 4

Table 2

Asia/Pacific-ROW Future Pilot and Production Fab lines

Planned Facilities Going Into Production by Year

C i t y o r

D i s t r i c t

Country or Fab

T « r c i t D r y Nain«

Ccmp^ny

P r o d u c t i i o n B e g i n s : 1 9 9 2

HYUNDAI

ICHUN, KYTJNGKI-DO

S. KOREA FAB III - 2 4Mb ORAM

Target Eat.

Date Hin.

Proceaa Fab Prod. Line- Waf

Technology Type Begins width Size

F 01/01/92 1.00 0

SBAM ROM DRAM LOG

CUSTOM

OF 12/01/92 0.80

TAINAN MODOUS 1 25eK IHb ORAM SRAM CMOS OKI

t

12/31/92 1.00

I

VITZLIC COBPOBATIOH

FAB 2A SRAH ASIC CMOS M2 r 11/01/91 1.00

N / J l

n

•o

I

I

•B

3

3:

g-

i

a

Production B«gina: 1993

INTEBBIF

I

Production Bttgins: 1994

SEHICONDOCTOR COMPLEX

H/A

tasetma-m,

tl/A

HDNGARY N/A

H/A

•DO S. KOREA FAB 6

N/A

EPROM

256K SRAM ROM

4Mb 16Mb ORAM

T E U C O H ICS

5.00

CMOS H2 FRNAT 07/15/93 0.80

M/A

r

06/01/93 0.60

HOS TOSHIBA F 02/01/91 3.00

HOBALI /CHltBAJHiWKR' N/A 1.00

0.00

N/A

SINGAPORE N/A

N/A S/A

TECH S/C SINSAPORE LTD. H/A

-8

E-

3

• 0

3

Table 2 (Continued)

Asia/Padfic-ROW Future PUot and Production Fab Umsi

Planned Facilities Goio^ Into Production by Year

Target Est.

City Omuitry Data Min. or ar Fab Process Fab Prod. Line- Waf.

CompaDy Diatrict Territozy Name Products Technology Typ« Begins width Size m r T S D MICpOBLBCt* HSINCHO TAIHAN FAB 3 SRAM N/A

T

0.00 8

9

\C PFCK}i]Cti.an HmgLna: 1 9 4 5

5 HDTOROIA r i A B J I S CHItft N/A LOG DIS TELECOM BIP MOS T 0 . 0 0 6 a

• § aAMECmS KIHEDNG-DP, KTONGKI-DO S . KOREA FAB 7 16Mb DRAM SAMPLE N/A F 0 . 5 0 8

S 64Mb

^ P x o c h i c t i a n M ^ l B ^ f i»9T

. § EAMSOHG KIHBDNS-0P, KYONGKI-DO S . KOREA FAB 8 64Mb DRAM N/A F 0 . 3 5 8

3 u . RA - Hot A v a i l l b l a

O g Saurcei OUakqUsjit COctofatir 1991)

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0011447

i

Final Asia/Pacific-Rest of World

Semiconductor Market Share Estimates

1990

Dataquest

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Semiconductors Asia

Final Asla/Paclflc-Rest of World

Semiconductor Market Share Estimates

1990

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Dataoyest Semiconductors Asia

Published by Dataquest Incorporated

The content of this report represents our interpretation and analysis of information generally available to the public or released by knowledgeable individuals in the subject industry, but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients.

Printed in the United States of America. All rights reserved. No part of this publication may be reproduced, stored in retrieval systems, or transmitted, in any form or by any means—mechanical, electronic, photocopying, duplicating, microfilming, videotape, or otherwise—without the prior written permission of the publisher.

© 1991 Dataquest Incorporated

May 1991

Table of Contents

This booklet is divided into two sections.

Chapter 1 Final Asia/Pacific-Rest of World Semiconductor Market Share Estimates 1-1

Chapter 2 Final Asia/Pacific-ROW Market Share Rankings 2-1

chapter 1

Final Asia/Pacific-Rest of World

Semiconductor Market Share Estimates

These Asia/Pacific-Rest of World (ROW) market share estimates provide our final estimates of

1990. The tables cover history for the period from 1988 to 1990 for the major categories of semiconductors.

Merchant Versus Captive

Consumption

Dataquest includes all revenue, both merchant and captive, for semiconductor suppliers selling to the merchant market. The data exclude totally captive suppliers where devices are manufactured solely for a company's own use. A product that is used internally is valued at market price rather than transfer or factory price.

Background

An integral part of Dataquest's semiconductor database is analyzing the semiconductor markets by estimating each manufacturer's market share. These analyses provide insights into semiconductor markets and reinforce estimates of consumption, production, and company revenue that were made using other data.

An index of all tables is included for easy reference. Information on further product detail may be requested through the client inquiry privilege.

The semiconductor market is divided among

North American companies, Japanese companies, European companies, and Asia/Pacific companies, based on the location of their main offices. All of the major companies are included in this database.

The totals given for each company reflect worldwide production. For example, although

Texas Instruments manufactures semiconduaors in many parts of the world, its entire production is included under the North American companies market share section. In contrast, some, but not all, foreign-owned subsidiaries are included in the North American totals and not in the total of the parent company location. For example, Exar, a subsidiary of the

Japanese company Rohm, is included as a

North American company. On the other hand, revenue for Signetics is included under Philips, a European company. The total for North

American companies, therefore, is not the same as for North American semiconductor production.

Hybrid Circuits

Hybrid integrated circuits, while primarily a special packaging arrangement, are included in Table 15, under Analog ICs. Only those hybrids are included that are made in the division or other organization whose primary product is semiconductors. Several major manufacturers also manufacture hybrids in other divisions; where w^e have identified these manufacturers, they are excluded. A split between monolithics and hybrid analog circuits is available through the client inquiry service.

Data Sources

In both the United States and Europe, there is no official body—^goverrunent organization, industry association, or trade publication—^that maintains complete or even near-complete statistics on the semiconductor industry. In

Japan, some statistics are kept by MITI. We believe that the estimates presented here are the most accurate and meaningful generally available today. The sources of the data presented in the tables are as follows:

• Revenue published by major industry participants

• Estimates made by knowledgeable and reliable industry spokespersons

1-1

1-2

Final Asla/Padfic-Rest of World Semiconductor Market Share Estimates 1990

• Government data or trade association data such as those from WSTS, JVIITI, and EIA

• Published produa literature and price lists

• Interviews with knowledgeable manufacturers, distributors, and users

• Relevant projected world economic data

Need for Careful Interpretation

Construction of the tables involves combining data from many countries, each of which has different and changing exchange rates.

Dataquest uses average exchange rates for each year, and, as far as possible, the

Chapter 1

estimates are prepared in terms of local currencies before conversion to U.S. dollars.

Despite the care taken in gathering and analyzing the available data and in attempting to categorize those data in a meaningful way, careful attention must be paid to the definitions and assumptions used herein when interpreting the estimates presented in these tables.

Various companies, goverrmient agencies, and trade associations may use slightly different definitions of product categories and regional groupings, or they may include different companies in their summaries. These differences should be kept in mind when making comparisons between these data and those provided by others.

I n d e x o f Tables

Topic

Total Semiconduaor

Total Integrated Circuit

Bipolar Digital n V O d i e r

ECL

Memory

Logic and Microcotnponent

MOS Digital

NA'MOS

CMOS

BiCMOS

Memory

Microcomponent

Logic

Analog

Total Discrete

Total Optoelectronic

Table

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

©1991 Dataquest Incorpotated May—^Reproduction Prohibited

Chapter 1 Final Asia/Pacific-Rest of Worid Semiconductor Market Share Estimates 1-3

Notes to Market Share Tables

1. ABB-HAFO was formerly known as ASEA Brown Boveri.

2. ABB-KYS was formerly the West German-based power semiconduaor division of ASEA Brown Boveri.

3. Allegro Microsystems was formerly known as Sprague.

4. Appian Technology was formerly known as ZyMOS.

5. Ericsson was known as Rifa prior to March 1, 1988.

6. GEC Plessey revenue includes MEDL revenue and Plessey revenue from 1990 onward.

7. Harris revenue includes GE Solid State revenue from 1989 onward.

8. Inmos revenue is included in SGS-Thomson revenue from 1989 onward.

9. Matra MHS was formerly known as Matra-Harris Semiconducteurs.

10. Philips revenue includes Signetics revenue.

11. Plessey revenue includes Ferranti revenue from 1987 onward.

12. SGS-Thomson revenue includes Inmos revenue from 1989 onward.

13. Thomson Composants Militaires et Spatiaux (TMS) revenue was formerly included in SGS-Thomson

(30 fjercent) and the Other European Companies category (70 percent).

14. VQSI was formerly known as Varo.

15. Micro Quality Semiconductor was formerly known as VQSI.

16. In 1989, AT&T revenue previously classified as MOS logic has been reclassified as microcomponent.

17. In 1989, Rockwell revenue previously classified as MOS logic has been reclassified as analog.

18. Prior to 1989, Sanyo revenue was understated.

19. Collection of BiCMOS revenue data began in 1987.

20. Vertex was fbrmely known as Integrated CMOS Systems.

©1991 Dataquest Incorporated May—^Reproduction Prohibited

1-4

Final Asia/Padfic-Rest of World Semlconituctor Market Share Estimates 1990

Table 1

Semiconductor Market Share Estimates

(Factory Revenue i n MllUons of U.S. Dollars)

Company:

Product:

Region of Consultation:

Distribution Channel:

Application:

Specificat ion:

Each

Total Semiconductor

Asia/Pacific-Rest of World

NM

All

All

Chapter 1

1988 1989 1990 1988 1 9 8 9 1 9 9 0

Total Market

5 , 7 5 2 6 , 5 2 4 7 , 6 7 0 1 0 0 . 0

North American Companies

Acrian

Act el

Advanced Micro Devices

Allegro Microsystems

Altera

Analog Devices

Appian Technology

ATST

Atmel

Brooktree

Burr-Brown

California Micro Devices

Catalyst

Cherry Semiconductor

Chips & Technologies

Cirrus Logic

Cypress Semiconductor

Exar

General Electric

General Instrument

Gennvim

Gould AMI

Harris

Hewlett Packard

Holt

IMI

Integrated Device Technology

Intel

International CMOS Technology

Int'l. Microelectronic Prod.

International Rectifier

ITT

Kulite

1 , 8 1 1

2

NA

5 0

3 7

NA

2 2

2

3

3

NA

8

7

1

7

5 2

NA

1

5

3

3

1 9 3

NA

6 5

9

0

2 0

1 1

7

MA

4

7

1 3

NA

2 , 0 6 9

1

1

1 0 1

1 2

2

2 1

4

7

2

2

1 1

0

3 8

2

8

2

6

7 4

6

1

8

6

2 1 3

1

5

7

3 0

0

8

7 5

1 3

2

3

2 , 7 0 1

1 1

2 0

8

3

2

4

0

2

1 2 5

1 0

4

2 0

5

7

9 4

9

2

4

4 7 6

1

5

3 4

2 9

1

2 6

0

3

2 0

0

6 0

2

7

6 3

3 1 . 5

. 0

. 1

. 1

3 . 4

NA

. 1

. 1

. 1

. 4

. 0

. 1

. 2

NA

NA

. 0

. 1

. 9

. 6

NA

. 1

. 0

. 1

. 9

. 1

NA

NA

. 1

NA

1 . 1

. 2

. 0

. 3

. 2

1 0 0 . 0 1 0 0 . 0

3 1 . 7

1 . 1

. 2

. 0

. 0

. 1

3 . 3

. 0

. 1

. 1

. 5

. 0

. 0

. 0

. 2

. 0

. 6

. 0

. 1

. 1

. 0

. 1

1 . 1

. 1

. 1

. 0

. 1

. 0

. 0

1 . 5

. 2

. 0

. 3

. 1

3 5 . 2

. 0

. 0

1 . 6

. 1

. 1

. 3

. 1

. 3

. 1

. 0

. 0

. 1

. 1

. 1

1 . 2

. 0

. 3

6 . 2

. 0

. 0

. 1

. 8

. 3

. 0

. 1

. 4

. 1

. 0

. 1

. 0

. 8

. 4

. 0

(Continued)

©1991 Dataquest Incorporated May—^Reproduction Prohibited

Chapter 1 Final Asla/Padflic-Ilest of World Semiconductor Market Share Estimates

Table 1 (Continued)

Semiconductor Market Share Estimates

(Factory Revenue in Millions of VS. Dollars)

1-5

Lattice

Linear Technology

LSI Logic

Macronix

Maxim

Micro Linear

Micro Power Systems

Microchip Technology

Micron Technology

Mitel

MOSel

Motorola

National Semiconductor

NCR

Optek

Pacific Monolithics

Performance Semiconductor

Powerex

Precision Monolithics

Quality Technologies

Raytheon

Rockwell

Sierra Semiconductor

Silicon General

Silicon Systems

Siliconix

Sipex

Standard Microsystems

Supertex

Tektronix

Teledyne

Texas Instrvunents

TRW

Unitrode

Vertex

Vitelic

VLSI Technology

VQSI

VTC Inc.

Western Digital

Xicor

Xilinx

Zilog

1988 1989

1990

1988 1989 1990

11

1

15

0

NA

4

5

NA

2

2

2

5

2

13

0

4

45

36

47

24

1

441

231

10

3

5

25

1

3

3

3

317

0

5

1

30

35

0

0

33

4

2

26

359

242

12

NA

NA

NA

1

1

4

0

10

0

10

52

8

NA

15

5

5

0

NA

3

8

0

32

89

2

1

26

10

3

0

25

11

3

17

0

NA

7

309

0

6

NA

4.2

.2

NA

NA

NA

.0

.0

.1

.0

.2

.0

.2

.1

.1

.0

NA

.1

. .1

.0

.6

1.5

.0

.0

6.2

5.4

.0

.1

.0

.5

.2

.1

.0

.4

.2

.1

.3

.9

.1

NA

.3

.0

NA

.1

10

2

80

12

1

17

7

1

3

2

2

5

0

25

30

37

5

7

528

275

15

6

8

31

1

6

4

3

33

60

0

5

61

2

4

25

1

7

4

308

1

10

0

.7

.2

.0

.2

.0

NA

.1

4.9

.0

.1

.0

.1

.0

.2

.0

.1

.0

.5

.5

.0

.0

.5

.1

.0

.4

6.8

3.5

.2

.1

NA

.0

.0

.0

.0

.6

.7

.4

.0

.0

.1

.4

.0

.0

.3

.1

.0

1.0

.2

.0

.2

.0

.1

.0

.0

.0

.0

.1

.0

.5

.1

.1

6.9

3.6

.2

.1

.1

.4

.0

.1

.1

.0

.4

.1

.1

4.0

.0

.1

.0

.4

.8

.0

.1

.8

.0

.1

.3

(Continued)

©1991 Dataquest Incotpotated May—^Reproduction Prohibited

* «

Final Asia/PadAc-Rest of World Semiconductor Market Share Estimates 1990

Table 1 (Continued)

Semiconductor Market Share Estimates

(Factory Revenue in Millions of U.S. Dollars)

Oiapter 1

Japanese Contpanies

Fuji Electric

Fujitsu

Hitachi

Matsushita

Mitsubishi

NEC

New JRC

NMB Semiconductor

Oki

Ricoh

Rohm

Sanken

Sanyo

Seiko Epson

Sharp

Shindengen Electric

Sony-

Toko

Toshiba

Yamaha

Other Japanese Companies

European Companies

Ericsson

Eupec

Eurosil

Fagor

GEC Plessey

Matra MHS

MEDL

Mietec

Philips

Plessey

Semikron

SGS-Thornson

Siemens

TAG

Telefunken Electronic

Zetex

Asia/Pacific Companies

AMPi

Daewoo

ERSO

1988 1989 1990 1988 1989 1990

2,569

38

79

333

154

322

344

22

57

77

2

76

115

181

22

109

NA

86

NA

541

11

0

2,961

31

157

386

183

283

297

27

88

108

0

82

116

277

9

137

18

115

6

630

11

0

111

204

13

120

NA

97

NA

597

10

95

2,683

24

148

377

151

201

288

23

51

93

1

79

44.7

.7

1.4

5.8

2.7

5.6

6.0

.4

1.0

1.3

.0

1.3

2.0

3.1

.4

1.9

NA

1.5

NA

9.4

.2

.0

41.1

.4

2.3

5.8

2.3

3.1

4.4

.4

1.8

NA

1.5

NA

9.2

.2

1.5

.8

1.4

,0

1.2

1.7

3,1

.2

.0

1.1

1.5

3.6

.1

1.8

.2

1.5

.1

8.2

.1

.0

38.6

.4

2.0

5.0

2.4

3.7

3.9

.4

1.1

1.4

600

7

0

14

5

0

6

0

0

283

8

23

181

23

1

49

0

726

7

0

14

6

0

2

2

0

291

33

25

200

80

1

65

0

851

8

10

15

6

48

3

0

8

366

0

25

213

83

1

59

6

10.4

.1

.0

.2

.1

.0

.1

.0

.0

4.9

.1

.4

3.1

.4

.0

.9

.0

11.1

.1

.0

.2

.1

.0

.0

.0

.0

4.5

.5

.4

3.1

1.2

.0

1.0

.0

11.1

.1

.1

.2

.1

.6

.0

.0

.1

4.8

.0

.3

2.8

1.1

.0

.8

.1

772

NA

7

NA

1,046

NA

10

NA

1,157

7

12

1

13.4

NA

.1

NA

16.0

NA

.2

NA

15.1

.1

.2

.0

(Continued)

©1991 Dataquest Incorporated May—Reproduction Protiibitcd

Chapter 1

Final Asla/Fadflc-Rest of Worid Semiconductor Market Share Estimates

Table 1 (Continued)

Semiconductor Market Share Estimates

(Factory Revenue in Millions of U^. Dollars)

Revenue Market Share (%)

1988 1989 1990 1988 1989 1990

Asia/Pacific Companies (Continued)

Goldstar

Hi-Sincerity

Hualon Microelectronics Corp.

Hyundai

85

NA

NA

Korean Electronic Co.

Kingbright

Ledtech Electronics

Liteon

56

88

NA

NA

NA

MOSpec

Samsung

United Microelectronics

Winbond

Other Asia/Pacific Companies

NA

396

82

NA

58

111

NA

NA

78

82

NA

NA

NA

NA

587

138

NA

40

107

4

50

57

86

2

3

3

7

627

103

46

9

1.5

NA

NA

1.0

1.5

NA

NA

NA

NA

6.9

1.4

NA

1.0

1.7

NA

NA

1.2

1.3

NA

NA

NA

NA

9.0

2.1

NA

.6

1.4

.1

.7

•.7

1.1

.0

.0

.0

.1

8.2

1.3

.6

.1

NA = Not available

NM = Not meaningful

Source: Dataquest (May 1991)

1-7

©1991 Dataquest Incorporated May—^Reproduction Prohibited

1-8

Final Asia/Padfic-Rest of World Semiconductor Market Share Estimates 1990

Table 2

Semiconductor Market Share Estiinates

(Factory Revenue In Millions of U.S. Dollars)

Company:

Product:

Region of Consun^Jtion:

Distribution Channel:

Application:

Specification:

Each

Total Integrated Circuit

A s i a / P a c i f i c - R e s t o f World

NM

A l l

A l l

Chapter 1

Revenue Market Share (%)

1988 1989 1990 1988 1989 1990

Total Market 4,457 5,275 6,203 100.0

100.0 100.0

38,

North American Companies

Act el

Advanced Micro Devices

Allegro Microsystems

Altera

Analog Devices

Appian Technology

ATST

Atmel

Brooktree

Burr-Brown

California Micro Devices

Catalyst

Cherry Semiconductor

Chips & Technologies

Cirrus Logic

Cypress Semiconductor

Exar

General Electric

Gennum

Gould AMI

Harris

Hewlett Packard

Holt

IMI

Integrated Device Technology

Intel

International CMOS Technology

Int'l. Microelectronic Prod.

ITT

Kulite

Lattice

Linear Technology

LSI Logic

3

193

NA

4

11

NA

3

0

2

3

5

5

0

7

52

NA

1

5

36

NA

3

1,561

NA

65

8

0

20

11

3

NA

NA

8

7

1

20

476

1

5

24

1

6

8

31

0

2

7

50

14

0

3

2,371

2

125

9

4

20

11

16

8

3

2

4

5

7

94

9

2

4

8

65

0

2

3

6

213

1

5

25

0

3

5

25

6

74

2

2

11

0

2

1,804

1

101

11

2

21

4

3

6

1

8

8

2

35.0

NA

1.5

.2

.0

.4

.2

.1

NA

NA

.2

.2

.0

.2

1.2

NA

.0

.1

.8

NA

.1

.1

.0

.0

.1

.1

4.3

NA

.1

.2

NA

.1

.1

.0

34.

(Continued)

©1991 Dataquest Incorporated May—Reproduction Prohibited

Chapter 1 Final Asla/PaclAc-Rest of World Semiconductor Market Share Estimates

Table 2 (Continued)

Semiconductor Market Share Estimates

(Factory Revenue In Millions of U.S. Dollars)

1-9

1988 1989 1990 1988 1989 1990

Macronix

Maxim

Micro Linear

Micro Power Systems

Microchip Technology

Micron Technology

Mitel

MOSel

Motorola

National Semiconductor

NCR

Pacific Monolithics

Performance Semiconductor

Precision Monolithics

Raytheon

Rockwell

Sierra Semiconductor

Silicon General

Silicon Systems

Siliconix

Sipex

Standard Microsystems

Supertax

Tektronix

Teledyne

Texas Instriiments

TRW

Unitrode

Vertex

Vitelic

VLSI Technology

VTC Inc.

Western Digital

Xicor

Xilinx

Zilog

Japanese Companies

Fuji Electric

Fujitsu

Hitachi

Matsushita

Mitsubishi

10

52

4

NA

15

0

NA

7

301

0

4

NA

26

250

212

12

NA

NA

1

0

10

0

NA

3

8

0

32

89

2

1

10

0

25

11

3

17

2

1

15

0

NA

4

309

2

2

13

0

4

45

36

47

24

1

316

201

10

NA

2

1

3

3

3

0

3

1

30

35

0

33

4

2

26

.0

.1

.0

.6

.7

.0

.6

.1

.0

.5

.1

.9

.0

.0

.3

.0

NA

.1

5.9

.5

.0

6.0

3.8

.2

NA

.0

.0

.0

,2

.0

.0

.1

.1

.1

.7

.9

.0

NA

.2

6.8

.0

.1

.0

NA

NA

.0

.0

.2

.0

.2

1.2

.1

NA

.3

.6

.2

.0

.6

.2

.1

.4

NA

.1

.2

.0

.7

2.0

.0

.0

5.6

4.8

.3

1

17

1

6

4

299

1

8

0

33

60

5

61

2

4

25

392

244

15

1

3

2

0

25

10

2

80

4

1

6

4

3

30

37

5

7

.0

.1

.1

4.8

.0

.1

.0

.5

1.0

.1

1.0

.0

.1

.4

.1

.1

6.3

3.9

.2

.0

.0

.0

.0

.4

.2

.0

1.3

.1

.0

.3

.0

.1

.1

.0

.5

.6

1,843

2

72

223

116

293

2,064

1

136

266

115

181

2,232

1

142

279

134

265

41.4

.0

1.6

5.0

2.6

6.6

39.1

.0

2.6

5.0

2.2

3.4

36.0

.0

2.3

4.5

2.2

4.3

(Continued)

©1991 Dataquest Incorporated May—^Reproduction Prohibited

1-10

Final Asla/Padfic-Rest of World Semiconductor Market Share Estimates 1990

Table 2 (Continued)

Semiconductor Market Share Estimates

(Factory Revenue i n Millions o f U.S. Dollars)

1988

1989 1990 1988

1989

1990

Japanese Coinpanles (Continued)

NEC

New JRC

NMB Semiconductor

Oki

Ricoh

Rohm

Sanken

Sanyo

Seiko Epson

Sharp

Sony

Toko

Toshiba

Yamaha

Other Japanese Companies

European Coittpanies

Ericsson

Eurosil

GEC Plessey

Matra MHS

MEDL

Mietec

Philips

Plessey

SGS-Thomson

Siemens

Telefunken Electronic

Asia/Pacific Companies

Daewoo

ERSO

Goldstar

Hualon Microelectronics Corp.

Hyundai

Korean Electronic Co.

Samsung

United Microelectronics

Winbond

Other Asia/Pacific Companies

NA = Not available

NM = Not meaningful

Source: Dataquest (May 1991)

405

7

14

0

6

0

0

192

8

144

8

26

648

7

NA

84

NA

56

25

350

82

NA

44

225

19

57

76

2

39

46

113

22

77

83

NA

367

11

0

224

20

51

93

1

40

45

160

13

76

91

NA

446

10

95

498

7

14

0

2

2

0

196

33

157

51

36

596

8

15

48

3

0

8

256

0

169

56

33

231

24

88

108

0

42

47

227

9

88

99

5

432

11

0

5.0

.4

1.3

1.7

.0

.9

1.0

2,5

.5

1.7

1.9

NA

8.2

.2

.0

9.1

.2

.3

.0

.1

.0

.0

4.3

.2

3.2

.2

.6

4.2

.4

1.0

1.8

.0

.8

.9

3.0

.2

1.4

1.7

NA

8.5

.2

1.8

9.4

.1

.3

.0

.0

.0

.0

3.7

.6

3.0

1.0

.7

909

10

NA

110

NA

78

23

524

138

NA

26

1,004

12

1

107

50

57

23

563

103

46

9

14.5

.2

NA

1.9

NA

1.3

.6

7.9

1.8

NA

1.0

17.2

.2

NA

2.1

NA

1.5

.4

9.9

2.6

NA

.5

16.2

.2

.0

1.7

.8

.9

.4

9.1

1.7

.7

.1

9.6

.1

.2

.8

.0

.0

.1

4.1

.0

2.7

.9

.5

3.7

.4

1.4

1.7

.0

.7

.8

3.7

.1

1.4

1.6

.1

7.0

.2

.0

©1991 Dataquest Incorporated May—Reproduction Prohibited

Chapter 1

Chapter 1

Final Asla/Paclfic-Rest of World Semiconductor Market Share Estimates

Table 3

Semiconductor Market Share Estimates

(Factory Revenue i n Millions o f U.S. Dollars)

Company:

Product:

Region of Consumption:

Distribution Channel:

Application:

S p e c i f i c a t i o n :

Each

Bipolar Digital

A s i a / P a c i f i c - R e s t o f World

NM

A l l

A l l

Total Market

North American Companies

Advanced Micro Devices

Chips & Technologies

Intel

Motorola

National Semiconductor

Texas InstrT;iments

Japanese Companies

Fujitsu

Hitachi

Mits\ibishi

NEC

Oki

Sanyo

Toshiba

European Companies

GEC Plessey

Philips

Plessey

SGS-Thomson

Siemens

Asia/Pacific Companies

Goldstar

Other Asia/Pacific Companies

NA = Not available

NM = Not meaningful

Revenue Market Share (%)

1988 1989 1990 1988 1989 1990

510 419 411 100.0 100.0 100.0

156

6

93

3

14

1

3

36

236

27

11

3

35

67

93

72

0

61

3

3

5

46

28

18

73

0

49

20

1

3

24

24

0

116

7

88

7

2

0

5

7

206

32

8

1

32

68

65

218

42

9

0

36

68

63

46.3

5.3

2.2

.6

6.9

13.1

18.2

49.2

7.6

1.9

.2

7.6

16.2

15.5

53.0

10.2

2.2

.0

8.8

16.5

15.3

115

9

81

6

2

0

7

10

30.6

1.2

18.2

.6

2.7

.2

.6

7.1

27.7

1.7

21.0

1.7

.5

.0

1.2

1.7

28.0

2.2

19.7

1.5

.5

.0

1.7

2.4

58

3

49

0

3

3

14.1

.0

12.0

.6

.6

1.0

17.4

.0

11.7

4.8

.2

.7

14.1

.7

11.9

.0

.7

.7

20

20

0

9.0

5.5

3.5

5.7

5.7

.0

4.9

4.9

.0

1-11

Source: Dataquest (May 1991)

©1991 Dataquest Incorporated May—^Reproduction Prohibited

1-12

Final Asla/Padflc-Rest of World Semiconductor Market Share Estimates 1990

Table 4

Semiconductor Market Share Estimates

(Factory Revenue i n Millions o f U.S. Dollars)

Chapter 1

Company:

Product:

Region of Consuirtption:

Distribution Channel:

Application:

S p e c i f i c a t i o n :

Each

TTL/Other

A s i a / P a c i f i c - R e s t o f World

NM

A l l

A l l

Total Market

North American Companies

Advanced Micro Devices

Chips S Technologies

Intel

Motorola

National Semiconductor

Texas Instrtiments

Japanese Companies

Fujitsu

Hitachi

Mitsubishi

NEC

Oki

Sanyo

Toshiba

European Conipanies

Philips

Plessey

SGS-Thomson

Siemens

Asia/Pacific Companies

Goldstar

Other Asia/Pacific Companies

NA = Not available

NM = Not meaningful

137

3

83

3

8

1

3

36

67

60

1

3

3

46

28

18

Revenue Market Share (%)

1988 1989 1990 1988 1989 1990

478 368

352 100.0 100.0 100.0

228

27

11

3

31

63

93

179

24

8

1

16

65

65

184

30

9

0

17

65

63

47.7

5.6

2.3

.6

6.5

13.2

19.5

48.6

6.5

2.2

.3

4.3

17.7

17.7

52.3

8.5

2.6

.0

4.8

18.5

17.9

98

3

77

7

0

0

5

6

67

47

17

1

2

24

24

0

96

3

72

6

1

0

7

7

28.7

.6

17.4

.6

1.7

.2

.6

7.5

26.6

.8

20.9

1.9

.0

.0

1.4 •

1.6

27.3

.9

20.5

1.7

.3

.0

2.0

2.0

52

47

0

3

2

14.0

12.6

.2

.6

.6

18.2

12.8

4.6

.3

.5

14.8

13.4

.0

.9

.6

20

20

0

9.6

5.9

3.8

6.5

6.5

.0

5.7

5.7

.0

Source: Dataquest CMay 1991)

©1991 Dataquest Incorporated May—Reproduction Prohibited

Chapter 1 Final Asia/Padfic-Rest of World Semiconductor Maritet Share Estimates

Table 5

Semiconductor Market Share Estimates

(Factory Revenue i n Millions o f U.S. Dollars)

Company:

Product:

Region o£ Consumption:

Distribution Channel:

Application:

Specification:

Total Market

North American Companies

Advanced Micro Devices

Motorola

National Semiconductor

Japanese Coii^anies

Fujitsu

Hitachi

NEC

Toshiba

European Companies

GEC Plessey

Philips

Plessey

Siemens

Each

ECL

Asia/Pacific-Rest of World

NM

All

All

Revenue Market Share (%)

1988 1989 1990 1988 1989 1990

32 51 59 100.0 100.0 100.0

27

8

16

3

18

4

11

2

1

6

0

2

3

1

19

3

1 0

6

0

8

0

4

4

5

0

1

2

2

34

12

19

3

2 5 . 0

. 0

1 2 . 5

1 2 . 5

19

6

9

1

3

5 9 . 4

9 . 4

3 1 . 3

1 8 . 8

. 0

6

3

2

0

1

1 5 . 6

. 0

3 . 1

6 . 3

6 . 3

5 2 . 9

1 5 . 7

3 1 . 4

5 . 9

3 5 . 3

7 . 8

2 1 . 6

3 . 9

2 . 0

1 1 . 8

. 0

3 . 9

5 . 9

2 . 0

5 7 . 6

2 0 . 3

3 2 . 2

5 . 1

3 2 . 2

1 0 . 2

1 5 . 3

1 . 7

5 . 1

1 0 . 2

5 . 1

3 . 4

. 0

1 . 7

1-13

NA = Not availal^le

NM = Not meaningful

Sourcei DMwiuest (t*xy 1991)

@1991 Dataquest Incoiporated May—Beproduction Prohibited

1-14 Final Asia/Padfic-Rest of World Semiconductor Market Share Estimates 1990

Table 6

Semiconductor Market Share Estimates

(Factory Revenue In Millions of U.S. Dollars)

Company:

Product:

Region of Consumption:

Distribution Channel:

Application:

S p e c i f i c a t i o n :

Total Market

North American Companies

Advanced Micro Devices

National Semiconductor

Texas Instruments

Japanese Companies

Fujitsu

Hitachi

European Companies

Philips

Each

Bipolar Digital Memory

Asia/Pacific-Rest of World

MM

All

All

Chapter 1

Revenue Market Share (%)

1988 1989 1990 1988 1989 1990

32

13

1

12

6

6

13

3

5

5

19

5

2

1

2

8

1

7

6

6

22 100.0 100.0 100.0

7

2

3

2

4 0 . 6

9 . 4

1 5 . 6

1 5 . 6

8

1

7

4 0 . 6

3 . 1

3 7 . 5

7

7

1 8 . 8

1 8 . 8

2 6 . 3

1 0 . 5

5 . 3

1 0 . 5

4 2 . 1

5 . 3

3 6 . 8

3 1 . 6

3 1 . 6

3 1 . 8

9 . 1

1 3 . 6

9 . 1

3 6 . 4

4 . 5

3 1 . 8

3 1 . 8

3 1 . 8

NA = Not available

NM = Not meaningful

Source: Dauquest (May 1991)

©1991 Dataquest Incorporated May—Reproduction Prohibited

Chapter 1

Final Asla/Paclflc-Rest of WorU Semiconductor Market Share Estimates

Table 7

Semiconductor Market Share Estimates

(Factory Revenue in Millions of U.S. Dollars)

Company:

Product:

Region of Consumption:

Distribution Channel:

Application:

S p e c i f i c a t i o n :

Each

B i p o l a r L o g i c a n d Microcoinponent

A s i a / P a c i f i c - R e s t o f World

MM

A l l

A l l

Total Market

North American Companies

Advanced Micro Devices

Chips & Technologies

Intel

Motorola

National Semiconductor

Texas Instruments

Japanese Companies

Fujitsu

Hitachi

Mitsubishi

NEC

Oki

Sanyo

Toshiba

European Conpanies

GEC Plessey

Philips

Plessey

SGS-Thomson

Siemens

Asia/Pacific Companies

Goldstar

Other Asia/Pacific Companies

NA - Not available

NM = Not meaningful

Revenue Market Share (%)

1988 1989 1990 1988 1989 1990

66

0

55

3

3

5

46

28

18

143

5

81

3

14

1

3

36

478 400 389 100.0 100.0 100.0

223

24

11

3

35

62

88

201

30

8

1

32

67

63

211

40

9

0

36

65

61

46.7

5.0

2.3

.6

7.3

13.0

18.4

50.3

7.5

2.0

.3

8.0

16.8

15.8

54.2

10.3

2.3

.0

9.3

16.7

15.7

108

6

81

7

2

0

5

7

107

8

74

6

2

0

7

10

29.9

1.0

16.9

.6

2.9

.2

.6

7.5

27.0

1.5

20.3

1.8

.5

.0

1.3

1.8

27.5

2.1

19.0

1.5

.5

.0

1.8

2.6

67

0

43

20

1

3

24

24

0

51

3

42

0

3

3

13.8

.0

11,5

.6

.6

1.0

16.8

.0

10.8

5.0

.3

.8

13.1

.8

10.8

.0

.8

.8

20

20

0

9.6

5.9

3.8

6.0

6.0

.0

5.1

5.1

.0

Source: Dataquest (May 1991)

1-15

©1991 Dataquest Incorporated May—Reproduction Prohibited

1-16

Final Asla/Padfic-Rest of World Semiconductor Market Share Estimates 1990

Table 8

Semiconductor Market Share Estimates

(Factory Revenue in Millions of U.S. Dollars)

Company:

Product:

Region of Consumption:

Distribution Channel:

Application:

Specification:

Each

MOS Digital

Asia/Pacific-Rest of World

MM

A l l

A l l

Chapter 1

1988 1989 1990 1988 1989 1990

'otal Market

North American Coitpanies

Act el

Advanced Micro Devices

Altera

Appian Technology

ATST

Atmel

California Micro Devices

Catalyst

Chips & Technologies

Cirrus Logic

Cypress Semiconductor

General Electric

Gould AMI

Harris

Hewlett Packard

IMI

Integrated Device Technology

Intel

International CMOS Technology

Int'l. Microelectronic Prod.

ITT

Lattice

LSI Logic

Macronix

Microchip Technology

Micron Technology

MOSel

Motorola

National Semiconductor

NCR

2,517 3,387 4,065 100.0

100.0 100.0

950

NA

37

0

11

0

NA

0

1

41

NA

1

17

3

0

0

3

3

190

NA

4

7

5

0

NA

32

89

1

135

73

12

1,188

1

67

2

4

0

6

2

2

66

2

2

0

7

40

0

3

6

212

1

4

19

3

25

1

36

47

1

193

75

2

1,651

2

79

4

11

6

8

2

5

85

9

2

0

7

37

14

2

20

476

1

5

13

6

31

1

30

37

7

262

87

5

37.7

NA

1.5

.0

.4

.0

NA

.0

.0

1.6

NA

.0

.7

.1

.0

.0

.1

.1

7.5

N A

.2

.3

.2

.0

NA

1.3

3.5

.0

5.4

2.9

.5

.0

.1

.2

6.3

.0

.1

.6

.1

.7

.0

1.1

1.4

.0

5.7

2.2

.1

35.1

.0

2.0

.1

.1

.0

.2

.1

.1

1.9

.1

.1

.0

.2

1.2

40.6

.0

1.9

.1

.3

.1

.2

.0

.1

2.1

.2

.0

.0

.2

.9

.3

.0

.5

11.7

.0

.1

.3

.1

.8

.0

.7

.9

.2

6.4

2.1

.1

(Continued)

©1991 Dataquest Incorporated May—^Reproduction Prohibited

Chapter 1

Final Asla/Padfic-Rest of World Semiconductor Market Share Estimates

117

Table 8 (Continued)

Semiconductor Market Share Estimates

(Factory Revenue in Millions of U.S. Dollars)

Revenue Market Share (%)

1988 1989 1990 1988 1989 1990

North American Contpanles (Continued)

Performance Semiconductor

Rockwell

NA

10

Standard Microsystems

Texas Instruments

Vertex

Vitelic

VLSI Technology

Western Digital

Xicor

Xilinx

Zilog

15

168

NA

26

10

25

11

3

17

Japanese Companies

Fujitsu

Hitachi

Matsushita

Mitsubishi

NEC

New JRC

NMB Semiconductor

Oki

Ricoh

Rohm

Sanyo

Seiko Epson

Sharp

Sony

Toshiba

Yamaha

Other Japanese Companies

2

8

15

203

1

30

35

33

4

2

26

3

9

17

183

0

33

60

61

2

4

25

NA

.4

.6

6.7

.0

1.0

.4

1.0

.4

.1

.7

.1

.2

.4

6.0

.0

.9

1.0

1.0

.1

.1

.8

962

58

114

54

121

159

4

57

75

2

5

40

21

74

3

164

11

0

1,263

121

161

31

153

163

4

51

93

1

5

48

13

73

6

236

9

95

1,381

127

164

48

232

171

7

88

108

0

6

89

8

84

18

221

10

0

38.2

2.3

4.5

2.1

4.8

6.3

.2

2.3

3.0

.1

.2

1.6

.8

2.9

.1

6.5

.4

.0

37.3

3.6

4.8

.9

4.5

4.8

.1

1.5

2.7

.0

.1

1.4

.4

2.2

.2

7.0

.3

2.8

34.0

3.1

4.0

1.2

5.7

4.2

.2

2.2

2.7

.0

.1

2.2

.2

2.1

.4

5.4

.2

.0

.1

.2

.4

4.5

.0

.8

1.5

1.5

.0

.1

.6

European Companies

Eurosil

GEC Plessey

Matra MHS

Mietec

Philips

Plessey

SGS-Thomson

Siemens

Telefunken Electronic

131

14

0

6

0

38

2

63

3

5

186

14

0

2

0

55

5

69

36

5

215

15

4

3

2

89

0

60

38

4

5.2

.6

.0

.2

.0

1.5

.1

2.5

.1

.2

5.5

.4

.0

.1

.0

1.6

.1

2.0

1.1

.1

5.3

.4

.1

.1

.0

2.2

.0

1.5

.9

.1

(Continued)

©1991 E>ataquest Incoiporated May—^Reproduction Prohibited

1-18 Final Asla/Fadfic-Rest of World Semiconductor Market Share Estimates 1990 Chapter 1

Table 8 (Continued)

Semiconductor Market Share Estimates

(Factory Revenue In IVUIUons o f U.S. Dollars)

Asia/Pacific Companies

Daewoo

Goldstar

Hualon Microelectronics Corp.

Hyundai

Samsung

United Microelectronics

Winbond

Other Asia/Pacific Companies

1988 1989 1990

1988 1989 1990

474

2

36

NA

56

284

82

NA

14

750

0

79

NA

78

441

138

NA

14

818

1

68

49

57

478

103

29

0

18.8

.1

1.4

NA

2.2

11.3

3.3

NA

.6

22.1

.0

2.3

NA

2.3

13.0

4.1

NA

.4

20.1

.0

1.7

1.2

1.4

11.8

2.5

.7

,0

NA = Not available

NM = Not meaningful

Source: Dataquest (May 1991)

©1991 Dataquest Incorporated May—^Repitxluction Prohibited

Chapter 1

Final Asla/Padfic-Rest of World Semiconductor Market Share Estimates

Table 9

S e m i c o n d u c t o r Market Share Estimates

(Factory Revenue In Millions o f U.S. Dollars)

Company:

Product:

Region of Consumption:

Distribution Channel:

Application:

S p e c i f i c a t i o n :

Total Market

North American Con^aniea

Advanced Micro Devices

Gould AMI

Harris

Intel

ITT

Macronix

Microchip Technology-

Micron Technology

Motorola

National Semiconductor

NCR

Rockwell

Standard Microsystems

Texas Instrximents

Xicor

Zilog

Japanese Companies

Fujitsu

Hitachi

Matsushita

Mitsubishi

NEC

Oki

Ricoh

Rohm

Sanyo

Sharp

Toshiba

Yamaha

Other Japanese Companies

Each

N/PMOS

Asia/Pacific-Rest of World

MM

All

All

1-19

Revenue Market Share (%)

1988 1989 1990 1988 1989 1990

340

35

55

5

121

78

18

1

0

9

16

0

2

0

445

33

0

0

103

3

NA

19

89

51

22

1

8

15

78

11

12

992 1,112 804 100.0 100.0 100.0

369

40

7

2

114

6

1

0

43

24 e

0

8

5

93

4

14

8

12

0

9

3

52

2

14

341

35

1

2

167

3

1

8

24

44.9

3.3

.0

.0

10.4

.3

N A

1.9

9.0

5.1

2.2

.1

.8

1.5

7.9

1.1

1.2

33.2

3.6

.6

.2

10.3

.5

.1

.0

3.9

2.2

.7

.0

.7

.4

8.4

.4

1.3

42.4

4.4

.1

.2

20.8

.4

.1

1.0

3.0

1.0

1.5

.0

1.1

.4

6.5

.2

1.7

400

70

77

13

94

76

20

0

0

1

0

0

3

46

377

26

38

13

135

66

21

0

1

0

22

55

0

0

34.3

3.5

5.5

.5

12.2

7.9

1.8

.1

.0

.9

1.6

.0

.2

.0

36.0

6.3

6.9

1.2

8.5

6.8

1.8

.0

.0

.1

.0

.0

.3

4.1

46.9

3.2

4.7

1.6

16.8

8.2

2.6

.0

.1

.0

2.7

6.8

.0

.0

(ContlnusO

©1991 Dalaquest Incorporated May—^Reproduction Prohibited

1-20

Final Asla/Faciflc-Rest of World Semlc»nductor Market Share Estimates 1990

Table 9 (Continued)

Semiconductor Market Share Estimates

(Factory Revenue i n Millions of U.S. Dollars)

European Coinpanies

GEC Plessey

Matra MHS

Mietec

Philips

Plessey

SGS-Thomson

Siemens

Telefunken Electronic

Asia/Pacific Contpanies

Goldstar

Hyundai

Samsung

United Microelectronics

NA = Not a v a i l a b l e

NM Not m e a n i n g f u l

Source: Dataquest (May 1991)

1988

1989 1990

1988

1989 1990

62

0

1

0

23

0

33

0

5

47

0

0

0

13

1

21

7

5

39

1

0

1

14

0

12

7

4

6.3

.0

.1

.0

2.3

.0

3.3

.0

.5

4.2

.0

.0

.0

1.2

.1

1.9

.6

.4

4.9

.1

.0

.1

1.7

.0

1.5

.9

.5

145

7

21

94

23

296

24

1

229

42

47

5

0

11

31

14.6

.7

2.1

9.5

2.3

26.6

2.2

.1

20.6

3.8

5.8

.6

.0

1.4

3.9

Chapter 1

©1991 Dataquest Incorpoiated May—Reproduction Prohibited

chapter 1 Final Asla/Pacl&c-Rest of World Semiconductor Market Share Esthnates

Table 10

Semiconductor Market Share Estimates

(Factory Revenue i n Millions o f U.S. Dollars)

Company:

Product:

Region of Consumption:

Distribution Channel:

Application:

Specification:

E a c h

CMOS

A s i a / P a c i f i c - R e s t o f W o r l d

NM

A l l

A l l

1-Zl

1988 1989 1990 1988 1989

1990

?otal Market

North American Companies

Act el

Advanced Micro Devices

Altera

Appian Technology

ATST

Atmel

California Micro Devices

Catalyst

Chips & Technologies

Cirrus Logic

Cypress Semiconductor

General Electric

Gould AMI

Harris

Hewlett Packard

IMI

Integrated Device Technology

Intel

International CMOS Technology

Int'l. Microelectronic Prod.

ITT

Lattice

LSI Logic

Microchip Technology

Micron Technology

MOSel

Motorola

National Semiconductor

NCR

Performance Semiconductor

Rockwell

1,512 2,222 3,252 100.0 100.0 100.0

492

NA

4

0

11

0

NA

0

1

41

NA

1

17

3

0

0

3

3

87

NA

4

4

5

0

0

0

1

84

51

11

NA

2

780

1

27

2

4

0

6

2

2

66

2

2

0

0

38

0

3

6

98