San Jose, Calif. - A customer "Alert" posted by the Dataquest market research subsidiary of the Gartner Group identifies Texas Instruments as the number one supplier of analog and mixed-signal ICs in 1999.
TI garnered 10.7 percent of the $21.6-billion market for analog and mixed-signal ICs. European IC manufacturers - STMicroelectronics, Philips Semiconductors and Infineon Technologies - were close behind, with 8.6, 6.9 and 6.5 percent shares respectively. National Semiconductor crept back into the number 5 slot with analog IC shipments of $1.427 billion (5.4% of the analog market). Analog Devices was the 6th largest supplier with shipments of $1.253 billion (4.8% of the analog market).
Analog and mixed-signal IC shipments grew 18.8 percent from $22.0 billion in 1998 to $26.2 billion in 1999, according to Mary Olsson, the prinicpal analysist who authored the report. As a product category, analog and mixed-signal ICs did not grow as fast as the semiconductor industry as whole, which increased 21.6 percent from $138.7 billion in 1998 to $168.7 billion in 1999. Analog was in fact third behind memory, which grew 41 percent, and optical ICs, which grew 26.6 percent in the same period. The growth of the analog group of products was similar to that of DRAMs and nonvolatile devices, said Olsson.
Because analog is an integral part of high-growth markets such as multimedia, communications and automotive electronics, it continues to be a barometer for the semiconductor industry, Olsson said. Dataquest's analog and mixed-signal IC service typically tracks two broad categories of ICs: standard linear components and customized application-specific standard products (ASSPs). Standard linear components include op amps, data converters, power management devices (such as voltage regulators), and interface ICs (line drivers and receivers). The custom parts include data storage ICs (like disk drive read channels), multimedia and automotive components, and communications ICs (such as modems and voice codecs). Thus, Qualcomm, whose semiconductor products are exclusively cell phone ICs, is listed as the 20th largest supplier of analog and mixed-signal ICs in this Dataquest report.
Among standard linear products, TI lead in voltage regulators ($480 million of a $2.8-billion total market), bolstered no doubt by it's 1999 acquisition of Unitrode. National was number two in this market (with voltage regulator shipments of $379 million); Linear Technology (with $243 million) was number three. On Semiconductor and Fairchild Semiconductor were four and five, respectively.
National Semiconductor (with $316 million in shipments) crept up on Analog Devices ($315) in IC amplifiers. But Analog Devices, with $465 million in shipments, remained world leader in data converter shipments. Maxim and Burr Brown showed up as distance a second and third in data converters in this report. Philips was fourth and TI (with $85 million in shipments) was fifth.
Among ASSPs, Infineon Technologies shipped $1.15-billion worth of telecomm ICs. Philips ($1.05 billion) and Sanyo ($547) led in consumer ICs, while STMicroelectronics ($468 million) and Motorola ($303 million) lead the charge in automotive ICs.
There are now over 90 analog IC suppliers battling for revenue and market share in a product category fraught with new definitions and targeted for application-specific markets, said Olsson. Some 23% of the market is covered by companies who each have less than 1% of the total analog market. Thus, companies like Burr-Brown, Intersil, Micrel, Telcom Semiconductor, New JRC, Cherry Semiconductor, Semtech, Power Integrations, Atmel and Broadcom may to have a position in some analog applications, and remain invisible in others. #