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At Consulting Services & Associates, we specialize in Semiconductor Technology and Focused marketing services that are tailored specifically for your business, your challenges, your markets, your products, and your people... Our goal is to get you implementing strategies,  and not just planning them. Our work is proven and grounded in real world experience. At CS &A, we combine our market/channel/technology experience and expertise to produce tangible, actionable, in depth bottom line results quickly. Our clients have realized results quickly, efficiently, and beyond original scope and expectations - We have direct and significant experience in our respective disciplines, and our Senior Associates benefit from over 25 years in the industry - Not like other industry research and information suppliers, we are from the inside providing more detail, and more comprehensive focus unavailable with any other group...We are focused in Semiconductor Timing in all respects...


Our focus in Semiconductor Technology Marketing is multi-faceted,;supporting Market Development, Market Identification, Plan creation, Collateral development and creation, due diligence efforts and analysis, and Management options for a variety of implementation schemes. Our Market expertise spans Memory to Analog-Mixed Signal Semiconductors with specific focus on Power Management Devices, Xtal Oscillators, Clock & Timing, RF Synthesizers, SerDes, Video, Audio, Power and HVAC, ATE, and more.
 
CS &A LLC Technology / Engineering services include: Specific Issue resolution, technical training, limited consults, product and device definition, and electrical and physical design services ranging from data sheet definition to electrical design with physical layout, to the 1st article debug.
 
In 2012 we added a new service for our clients - Semiconductor device Characterization and measurement. CS &A now offers full DC/AC measurements over Process, Voltage, Temperature, Frequency, and Load. Our indeustry experience in test and measurement is significant, and CS &A provides a lower cost alternative to in house measurments which require a significant capital equipment expendature, or excessive costs for outsourced labs. In addition, we can provide limited reliability and QA testment and valiadation; ESD, Latch Up, HTOL, HAST and burn in our included in this service.
CS &A provides the test board design, schematic(s), Layout and Gerber for the test PCB, and assembly to complete the test/load borad ready for the DUT.
Contact us at info@timing-is-everything.net and request a follow up to discuss our capabilities and your project to schedule test time...
 
Market Update; 2014 Timing
 

Rising complexity and costs for developing and manufacturing IC devices has led to major consolidation of device makers and semiconductor equipment and material suppliers. In Semi Timing, like all semiconductors consolidation via MnA has changed the industry supply chain significantly and raises the stakes for those making the “silicon magic” that is enabling our digital world. The availability of digital devices, the ubiquitous tablets and smart phones, and the exciting possibilities of the Internet of Things (IoT) are forecast to increase growth in ICs again in 2015-16. Considering that semi timing tracks WW Semi consumption quite closely in volumes, increased device $ASP erosion has left the Semi Timing industry with significant impact. Despite increases in volumes in key areas of the industry has yielded almost flat results YoY for Timing over the last 3-5 years with the heaviest pressure on the XO suppliers having pricing driven down by start-ups and minority players… 

For this current Report revision, CS &A has placed new and additional focus and resources on the realities of a changing supply chain ecosystem and in search of new directions for continued growth and inflection in the semiconductor manufacturing industry.

In recent report releases we have discussed the changes that have been taking place at societal levels where the way we live and interact with the world around us and with each other has evolved around our new technologies and gadgets we create to connect us to the Web where this takes place…

In 2015 we see new applications segment emerging from Consumer Electronics like the Wearable markets where Semi Timing has more play than just 32KHz for Time of Day, but considering that these new gadgets need to be able to connect, more semi timing may be present in the reference design to facilitate that connection, and also noting that you need timing on both sides of that connection, areas of growth for us become more apparent…

If you have time to notice, these are exciting times we are living on the cusp of history being on the forefront of a new wave of new devices that can offer us greater relief, lower costs, fewer things to carry and learn to use, and the ability to interact with the world around us and with each other on a scale not yet realized…

Additional impact on Semi Timing is being felt in some new areas like; Data Acquisition and the evolving JEDEC JESD 204B standards where low noise, high stability, and high frequency timing drive the application and use case itself; In a hi-performance ADC, the efficiency and granularity of the sample is determined by ENOB, or effective Number Of Bits that the ADC outputs. Turns out that the one critical and key item in the design is the Sample Aperture accuracy and stability, which is another way of talking about the clock input for sampling in these Mega (MSpS) and Giga (GSpS) Sample converter designs…

Analog devices is leading the drive in committee and in the industry with product solutions in both GSpS and MSpS class Analog to Digital Converters. The greater the stability coupled with very low “aperture Jitter” will yield results that can challenge Walden’s theoretical wall for ENOB of ~10-12 Bits in GSpS configurations at 1.2GHz…

Standards are good things in my book, and they have been the "enablers" in Semi Timing for new products, and the development of new technologies like MEMS, Compensated CMOS, and more… In fact the standards developed in ANSI; THE MJS – Methodologies for Jitter Standards and Specifications (via the ANSO T11 group), in IEEE for packaging technologies in ceramic, plastic, lead fame designs, BGA’s, and multi-chip stacking via bumping, and JEDEC to enable the industry players to develop and introduce Point Solutions into the market that meet and exceed these standards… This is why you see in most Physical Layer timing specs for Jitter / Phase Noise, that it be measured RMS integrated from 12 KHz to 20MHz. This is actually a SDH SONET Spec for OC48 and OC96 timing that when met, will meet or exceed requirements for timing on GbE, 10GbE, SATA, XAUI, USB, SDH SONET, Fibrechannel and more…

CY2014 Quick Summary

While we have some key volume growth areas and aps identified, some with solutions in development and some in the field already, the bad news is that this accelerated pace of embedding of timing into the ASIC/ASSP/SoC/PSoC is eliminating more and more applications from a shrinking list of designs utilizing external and standalone timing. Couple this with very active competition; startups low balling price to win that socket at almost any GPP, new and disruptive technologies making entry and finding their respective place, we have managed to challenge ourselves into perhaps, an early grave…

In CE timing, like PC timing, we have pretty much surrendered to seeing standalone Quartz and today manage only a foothold for external value added semiconductor timing solutions in this segment. Since cost is king in CE, the pressure to embed and integrate was high. In other markets, this pressure is not as severe as this decision to embed is typically a dance to try to balance a feature set that differentiates and/or drastically effects cost (like the some Smart Phone designs and Femto Cell designs that today, use only a single quartz crystal for their timing needs). This is true in most Comms Timing use cases like Physical Layer and MAC timing; Here the target specs are a challenge (Close in Phase noise as an example) but could be embedded if needed, but still offer an .advantage as an external solution. Not much pressure today to integrate, but this will change as geometries shrink and power as well as cost are at the top of the list of concerns. One of these key target specs was price. Price had to be low enough to enable keeping the solution external, and continues to be a wise co-strategy to employ. Precision class Synthesizer/frequency generators that were $4 three years ago, are now in the $0.85 - $1 range in high volume. Pressure is further exacerbated by the growing overlap between the Oscillator Community and Semiconductor Clock and Timing. With multiple output Oscillators in the market today, the situation changes and we add in competition to the Oscillator market from players like; IDT, Micrel, ADI, Cypress, Pericom, and more, who are today also selling SMD packaged Oscillators…

It has been a rapid decline in revenues via aggressive $$ASP erosion and ramped up levels of integration of the timing functions. We note that CS &A reported reaching a crescendo 2 years ago, and now we can clearly see this pressure from a shrinking supplier base and a very much adjusted WW TAM.

10 years ago, Semiconductor Timing was estimated to be ~6.28B USD; combining the Crystal & Oscillators + Semi Clock & Timing + Die Sales into FCP + RF Timing Components and Modules, and after making all of our adjustments, show Semi Timing $$Revenues at ~$5.4B USD despite some increases in volumes in key spaces such as Communications Timing, where ASP’s are in Dollars and not Dimes…NET IS A -2.7% hit YoY 

New market information on Semi Timing Product categories and the $$value placed on them by both the suppliers and the consumers as well, is evident in current pricing, and as we note throughout this report, point solutions asp’s fell with new record absolute lows that were seen in order to hold onto SOM a given supplier had, or thought they had…

The most obvious result of all these pressures and changes is that our business is shrinking in real time, and this report illustrates the impact of the rapid pace of MnA combined with those industry pressures noted plus pressures from those whose actions bordered on desperation (like the MEMS oscillator low ball pricing as one example)…

Not a good trend, and to illustrate the point in terms of supplier performance to the challenges, in the last 3 years, the leading worldwide Semiconductor Timing supplier, Seiko Epson, has seen revenues drop from $600M USD in 2012, to ~$500M USD in 2013, and now for CY2014; ~$449 M USD. A troubling trend indeed, and we feel, a fair barometer for the business…

In Semiconductor Clock and Timing, the leader, IDT, in CY2014 saw Timing revenues estimated at ~204.1M USD out of an overall revenue of $533M USD (includes $revenues from FOX Electronics) yielding 38% of sales as Timing specific Vs 3 years ago where a ratio of almost 80% of total revenues was estimated by CS &A… 

Yes, we acknowledge that currency conversion and other socio economic impact has great impact here, but so does movement of SOM and a consolidating supplier base… At the very same time we see continued innovation and development in new technology alternatives in Quartz, MEMS, and in Compensated CMOS. Several companies continue to work towards high volume production Vs paper based potential (in contrast in having achieved customer validation with samples that perform to spec) for many of these ideas...

The new Report series details the entire spectrum of WW Semiconductor Timing, and our Clients continue to realize the value added of our unique perspectives on and in this dynamic Industry and key segment of WW Semiconductors Overall...

Contact us directly at: info@timing-is-everything.net for more information on our Mainstream and Focused Market Reporting...or visit our online Store now to purchase your copy of Semiconductor Timing...



CS &A is uniquely positioned to provide insights and information into what, where and when...Trending, TAM, SAM, SOM, and SWOT analysis,Forecasting, and due diligence are our areas of experience and expertise. Our staff is made up of industry veteran people with extensive background and significant experience in multiple disciplines from Semiconductor Timing Itself - CS &A is staffed with industry people directly from their respective disciplines within the Timing Industry - we are not financial or business analysts, but our team is made up from Marketing, Engineering, Sales, and Manufacture / Operation professionals who have been a part of the industry, thus providing our group with very valuable experience, contacts and knowledge that only comes from knowing...

Our consulting services portfolio provides Limited and Focused Consults in multiples areas to include, but not limitied to:

  • Marketing
    • Product Definiton
      • From Concept to validation
      • Positioning and ROI/NPV Analysis
      • Go to Market Strategy planning and Initial Entry Support
  • Technology
    • Due Diligence
    • Market Application
    • Product Definition

  • Product Definition
    • Technologies employed
    • Marketing Requirement Doscument
      • Market / Applications served
      • Device Data Sheet
      • Financials - ROI/NPV Analysis
      • Competitive Analysis
      • Marketing and Sales Plan creation and Go to Market deployments

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What's New

 


 This second in a series of focused and limited reporting, provides a deep dive into both 32 KHz references and Real Time Clocks IC’s (RTC’s). In CY2011, CS &A LLC released the first Report in this focused deep dive report series...

  A New Report and Analysis;

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

NEW: Semiconductor Timing Revenues challenged in 2014...

Consulting Services & Associates LLC (CS &A) announces the release of its latest market report and analysis series (5 Reports!) focused on Semiconductor Timing covering the Industry for CY2013-14 and forecasting through 2019.   

A Crescendo in Semi Timing $$Revenues was reached in CY2012, and CY2013-14 showed real measureable decline as aggressive $$Asp erosion coupled with very high MnA actvity continued to put pressure on the Semiconductor Timing Supplier Base in 2013, and the trend is forecasted to continue thru CY2014 although today, we now have limited potentials available, or prepared for MnA.

We saw 2014 showing more ASIC/ASSP Timing function integration pressure on Semi Timing than ever before, especially in CE Timing solutions. Evolutionary changes to the product mix today include standard Quartz based solutions along with MEMS, now mainstraming, and Compensated CMOS where we saw the supplier base condense and flatten in 2014.

The latest CS &A Timing Market report for CY2014 - Q1 CY2015 details the comlete supplier base (>100 suppliers WW) providing where, what, when, and how the supplier particpates in specific markets and use cases/apllications, the respective technologies in play and develoment (SAW, Quartz, Ceramic, MEMS, & Compensated CMOS), product category level participation / product mixes, design, fabrication, assembly test and packaging capabilities which is THE crucial info needed in assessing a potential supplier and in understanding positioning and Share Of Market (SOM).

 CS &A Reveals details in its Newest Semiconductor Timing Market Report & Analysis Series with Five  (5) distinct Timing Segment Reports and Analysis;

  1. Crystal and Oscillators
  2. Semiconductor Clock & Timing                     * includes die sales, RF components and RF Modules
  3. Combined Semi Timing
  4. 32KHz and Real Time Clocks
  5. Semicondutor Timing Opportunities in Communications Infrastructure and Back Haul
  • CS &A now offers Timing device measurement/characterization/validation services - CS &A provides full DC / AC and fundamental reliability and QA test and measurement. contact us today to talk about your project...