LONDON – Programmable logic devices are set to beat overall semiconductor market in growth in 2010, according to analyst iSuppli. The firm sees 43 percent growth which would increase the significance of PLDs, including field programmable gate arrays, in an overall chip market set to achieve 30 percent or a little more growth in 2010.
Meanwhile the market for core silicon – which iSuppli defines as PLDs and application-specific custom (ASIC) and standard products (ASSPs) – is set to grow 21.2 percent in 2010. However, by the same token this would represent a diminution in the significance of core silicon in the overall market.
The global core silicon market is set to hit $102.7 billion, up from $84.8 billion in 2009. Revenue will continue to increase until at least 2014, when the industry will be worth $127.2 billion, but growth rates will not exceed 8 percent after 2010, iSuppli (El Segundo, Calif.) said. Growth projected this year for core silicon eclipses the previous high of 17.9 percent in 2004, and it also more than erases the contraction in 2009.
Among the three major core silicon segments PLDs will grow the fastest, finishing the year at $4.7 billion, up 43.0 percent from 2009 levels. Wired communications and industrial market applications will drive PLD sales, the analyst said.
ASSPs will not share the booming growth of PLDs but with projected ASSP revenue for 2010 at $79.7 billion the market is still 23.1 percent greater than 2009 levels and substantially higher than any year in history. ASSPs will be powered in the market by chips going to desktop and notebook PCs, mobile handsets, flat-panel TVs and set-top boxes.
ASICs will continue to lag behind the other devices, as they have done so for most of the past decade. Although the devices will grow 9.8 percent to $17.0 billion in 2010 this is poor growth compared with the rest of core silicon and the overall semiconductor market. ASICs will be the only core silicon segment not to stage a full recovery from the economic slump, and an upturn is not expected until 2013 or 2014.
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