The analog function could be getting incorporated more into mixed signal products like processors. Major analog players are TI, Analog Devices, Linear Tech, Maxim, On Semi, National, International Rectifier, Fairchild. Each company has its specialties. Good things to focus on now are power and mixed signal products. Power because the power requirements keep getting more complex with more voltage rails and the push for efficiency.
This is a normal seasonal anomaly. You can see from the chart that 3rd quarter is the big quarter due to the builds for Christmas. It also show a projected decline for 4Q11. If you look at the year on year growth for 2010 to 2011 its 10%. Not too shabby.
What does the down trend really indicates? I don't really understand how the analog component sales are going down when there is actually huge rise in the consumer prodcut electronics sale. May be only the analog devices sales have come down due to competitors. Do we have any consolidated sales picture showing major analog players in the industry.