Uncertainty Is the New Reality as Integration and Consolidation Continue to Impact Semiconductor Timing Revenues

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CS &A Explores the evolution and breaks down the numbers in its Newest Semiconductor Timing Market Report Series

Consulting Services & Associates LLC (CS &A) has announced the release of its latest Market Report and Analysis series focused on Semiconductor Timing, covering the results of CY2014 thru Q1 CY2015, and forecasting through 2019.

”I think that this year’s report series shows our best effort to date,” said Mark Sherwood, CS &A’s CEO and Principal Associate. “For 2015, based upon client feedback, we have streamlined the report to focus upon the numbers, technologies, mix, and some very specific application trends driving semiconductor timing overall. Our unique top down and bottoms up methodology in reporting provides the best and most accurate view of the entire semiconductor timing MarketScape.”

The full spectrum of timing segments represented approximately USD$5.4 Billion in sales in 2014 showing continued impact to the WW Semi Timing Supplier Base. In 2005 there was more than 166 vendors providing product into this segment, today, there are ~100 Worldwide.

The latest series of three CS &A MAINSTREAM Reports includes:
(1) Xtal’s and Oscillators, includes Technology bases for; Quartz, SiMEMS, and All-Silicon Oscillators (ASO) (in Compensated CMOS).
(2) Semiconductor Clock and Timing, covering the IC end of the business for devices utilizing an external resonator, die sales to frequency suppliers, and RF timing solutions.
(3) Combined Semiconductor Timing, which is a combination of the Xtal and Oscillator and the Semiconductor Clock & Timing reports noted above (2). (CS&A notes that the Combination and Semi Clock and Timing reports includes the Semi Timing die sales into FCP, and all aspects of RF Timing).

CS&A also provides A unique series of Focused Segment Reporting that provides a very unique and deep dive style of reporting specific to:
(1) Semiconductor Timing Opportunities in Communications Infrastructure and back haul
(2) 32 KHz and Real Time Clocking.
These reports go where our Mainstream reporting does not go. Detailed for action, these focused reports quantify the TAM’s, identify areas of concern that need attention, as well as the identification of opportunities for new use cases and applications, trending, plus new product definition ideas based on need and said trending.

CY2014 showed a true plateau in Semi Timing $$Revenue and volumes. Impacted by high levels of integration of the timing functions, especially in consumer applications where cost and size is king, the loss of key timing categories like: PC specific timing, Server specific timing and more, when combined with heavy competitive pressure on device $ASP’s, lead to an overall flattening of $$revenues for the calendar year.

The report shows that new technologies have made measurable progress in their respective penetration in CY2014 but have also matured to show limitations that have impacted their proliferation into higher valued solutions. SiMEMS has been very visible in recent times and in CY2014 the two companies leading the way in MEMS based Timing: Discera acquired by Micrel earlier in the year and SiTime, who was the volume and $$Revenue leader in MEMS based Timing acquired by Japan Based Mega Chips for USD$200Million in November, 2014.

We expect to see a few Compensated CMOS (compensated LC and RC) solutions poised to make their respective entry from companies such as; Toshiba, Ambiq, Si-Ware Systems, and eoSemi. Today, Silicon Laboratories continues to dominate this segment…

The Market Reports provide a comprehensive and unique look at the full spectrum of the Semiconductor Timing Market to include all aspects of Semi Timing from simple standalone Crystals, to Complex RF Timing Modules, CS &A Reporting provides; TAM’s, Technologies in play and in development, Supplier detail and spotlighting, detailed Timing product consumption by Market Segment, Use Case and Applications, Forecasts for all major Semi Timing Product Categories by market segment, plus supplier market shares and rankings…

The reports are offered in either a single user or enterprise license, where Enterprise clients will see a second half 2013 update in December, plus two hours of report related open consulting. Single user clients receive only the March release. Reports also include detailed databases that contain raw data, the forecast, product revenue breakdowns for consumption, and market share data noting supplier rankings and capabilities. Optionally these databases can be purchased separately from the full reports.

About Consulting Services & Associates
Consulting Services & Associates LLC (CS&A) founded in 2002, is headquartered in the heart of the Silicon Valley, centrally located in Cupertino, California. CS &A is today, the recognized leader and has become the “Go To Resource” in Semiconductor Timing reporting and Analysis.

The firm provides unique and innovative reporting and limited consulting resources specializing in: technical issue resolution, market research and analysis, product definition, project management, marketing support services, valuations, due diligence services, strategic research and planning, and more.

If you are interested in learning more about CS &A offerings, please contact us via email: info(at)timing-is-everything(dot)net. Reports can be purchased online at http://www.timing-is-everything.net.

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Mark Sherwood
CS &A LLC
(408) 741-5349
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