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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...

Market Intelligence; Nice when you can get it, but considered a luxury by most companies today.

The value of the intelligence gained from most standard off the shelf Industry reports is typically limited to standard financial analysis and perhaps some overlay of a company’s: products, technology, channels, and positioning is rare. What we see from the top tier providers is somewhat better than that although the reports are still quite limited in scope coverage and content. You need quality data and intelligence, with good presentation quality graphics, tables and diagrams. You may need something very specific and non-generic in terms of research and/or analysis which is not typically available in these canned and limited focus Reports. Many contain zero analysis and just report on the numbers, which in many cases is of questionable quality. We can say with high confidence that in most cases you can’t get what you need, and what you want in these canned limited focus products and services. The need goes unmet, or poorly met at best sometimes with questionable data, and the mistakes from here on get more expensive if you are developing the wrong products at the wrong time…

Consider the requirements that MUST be met in order to do the front end required research and analysis in house; It means manpower, tools, money, and time… AND we add, that this assumes experience and working knowledge of where to go and how to get the information and intelligence desired…ANY learning curve here translates into time and quality of information and data. This is especially true in the research phase since the data is not readily available from multiple sources. Analysis can come down to math, but typically involves much more in terms of what calculations to run, and on what data sets…

Companies set budgets for Market Intelligence that is typically either absolute zero or something better, but always seems to lack total consideration for what it takes to put this together. When purchasing Reports and Analysis from the outside, the report purchase may require some form of subscription for a 12 mos membership which enables you to purchase the report and make report related inquiries. Look at Gartner as an example and just the annual fee is enough to kill the buy… CS &A does not require any membership so there are no fees whatsoever outside of the report pricing. Full support is provided for any Report related inquiry and we do have some bundled service agreements that provide discounts for purchasing multiple reports at the same time.

In most cases the target companies for analysis provide more than just Semiconductor Timing Products, so extracting specific Semiconductor Timing Volumes, Revenue, and Organization can be a daunting task. Reading a lot of financial information such as form 10K, and annual reports, presentations both corporate and at the field level too. It means having access to the information once discovered, farmed, or gleaned in an interview or customer public statement, or even documentation in the various channels to help determine inventory levels, pricing, and status. This is true for most companies participating in Semiconductor Timing today. In fact, it applies to more than 90% of Semi Timing players today (estimates are for ~70 companies WW); they provide more than Semi Timing solutions… Additional barriers include the fact that the Semi Timing Industry in general does NOT publish or provide these breakouts; Product breakdowns, associated annual Volumes, Average Pricing, and the rolled up timing specific Revenues, so research must be done in order to gain just the raw data, and the subsequent analysis; which calculations and how to present the results to help achieve the goal of understandability.

Making or Having the right contacts is also quite a challenge. You cannot simply call into the company and ask for someone who can answer questions in this regard… You have to know who has the information and access to the needed data, and then make contact and convince them to work with you if possible… This is, in most cases, confidential data and information, and is not released outside of the business itself.

Compounding the issue further are the technologies involved; like many other Industries, we have unique technology and IP (Intellectual Property) our own vocabulary and definitions… Understanding use cases within the myriad of applications in today’s world presents additional challenge. The IoT moves fast, very fast, and in this business these days, six (6) months can be a lot of time… Plus, if there is any learning curve, the upfront quality of data is questionable in lieu of the curve, for the specific math, since implementation of canned algorithms can be difficult or just plain incorrect. Here we are talking about ROI (Return of Investment), NPV (Net Present Value) and Development Costs and issues, and lastly; COGS breakdowns.

                                                                                                                                                           

CS &A responds to the need by maintaining its focus; Semiconductor Timing. We are a group of Industry professionals directly from the Industry itself. In addition, CS &A remains active as a participating service provider and provides Marketing supportservices to the industry on a project or program basis. Our Limited but dedicated consulting services span a wide mix of services, and other deliverables defined at award of contract.

ALL of our staff are from the Semi Timing business, and average a minimum of 10 years of direct industry experience. Senior Associates have more than 25 years in the business, and the Founding Partner and Principal Associate at CS &A, Mark Sherwood, has been in Timing since 1977, giving him more than 40 years direct and active industry experience.

The Series of Semiconductor Timing Industry Reports and Analysis from CS &A were designed from the inside out; We understand what the reader wants and NEEDS to see in the report from a couple of different perspectives; For an OEM Supplier side, and from a High Volume OEM Consumer side. As industry folks with Product marketing backgrounds, the report was designed to provide a select group of data points and to continuously position the industry over technologies (Quartz, SAW, MEMS, ASO’s) processes, packaging, test and measurements, over use cases and applications, the competition, and for forecasting… It’s quite a challenge, considering the barriers to perform…

CS &A first introduced our unique Industry Reporting in 2005, and fast achieved the number 1 position in the Industry specific to Semiconductor Timing… The performance of our current reporting can be summed up by a recent description by one of our tier one clients; “CS &A provides us with current, relevant, accurate, and detailed information that has proven to be actionable and has helped us achieve both short term and long terms goals and objective’s” … We are proud to be able to say that:” CS &A has achieved the number one position In Semi Timing Market Intelligence, and has become the “Go To Resource” for key players in both supply and the consumption bases…”


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

CSA_logo_timing_semiconductor_consulting.jpg



What's New

Cs &A LLC New Tool; The SEMI TIMING Quarterly Newsletter, Gains Popularity

 ISSUE #4 is Available today!

Sign up for the Newsletter today via our Online Store

Included in this unique Newsletter Series are updates for the WW Semi Timing TAM by reporting segment (Xtals, Oscillators, Timing IC’s, Die Sales into FCP, and RF Timing components and modules), Technology updates and announcements, Event calendars, Updates for Product Mixes and portfolio’s for the new year. Supplier Rankings, Market trending, and updates to the rolling forecast are all a part of this new publication.

 

For many OEM Marketers, This publication provides a tool that brings data and information from SEMI TIMING virtually to their fingertips for the most recent and relevant happenings in one of the most dynamic segments of Worldwide Semiconductors.

Additional content with specific articles targeted for Engineering with Test and Measurement updates covering; methodologies, standards, and equipment used in device characterization, lab test and measurement, and production. As an industry driven heavily by standards set in committee, use cases and applications for Semi Timing Specialty devices for applications like; JEDEC defined DDR RDIMM timing support silicon, JESD 204B standards for High Speed Data Acquisition Timing, High speed Serial I/O Physical Layer and MAC Timing, and standards for methodologies in measurement (this is a critical area where we must have standards in place or risk interoperability issues) Allocation of the Frequency Spectrum and updates for upcoming auctions and licenses, and definitions for new solutions in Comm’s Infrastructure and Back haul in Macro Cell’s as an example, where new architectures are being investigated for development of new designs for the LO and Baseband Timing domains. While in Small Cells, the issue is cost, so we see heavy levels of embedding of the timing blocks into the single ASIC/ASSP and/or PSoC.

 

The SEMI TIMING News Letter keeps your finger on the pulse of the Industry noting MnA activities and new investments into Semiconductor Timing. Far from a dead area, new investments continue to be made from both the Venture community and Industrial Partners. We have a short list with respect to startups and entities seeking a partner either financial, or operations related, and we see a good mix of technologies in these companies to include; Quartz, MEMS, and Compensated CMOS. Research and Development for thee “Disruptive” Technologies continue at record levels with results that illustrate real progress; an example are MEMS based Timing with STRATUM compliance (STRATUM 3); a marked bit of progress with respect to Frequency Stability, Calibration and Compensation, Accuracy with respect to RMS Phase Noise, and very good close in numbers too, thus placing them in the :Good enough” performance buckets where it will come done to Pricing and Availability…

 

 

The SEMI TIMING News Letter provides coverage and updates that cannot be tracked Quarterly with a big mainstream standard industry market report as it would be too much to publish such a large report 4 times during a given year, instead, the problem needs a short and concise method of update during the course of the business year. The News Letter, with a Quarterly delivery schedule, provides just enough granularity in time to provide real and measureable value added without high cost. Subscriptions for the newsletter run USD$999.99 for the year (4 Quarterly Issues published during the year), and so far, we are seeing high acceptance for this new tool. We hope you will consider joining the distribution and join with a subscription now. We are attaching a copy of edition #1 for you to see and get a feel for content and depth of coverage. We think it is a unique tool that will evolve and grow into a standard in itself as the industry standard for dissemination of critical path information into Semiconductor Timing. 

 
 

 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 focused Segment Report and Analysis;

 FUD is working its magic; Fear, Uncertainty, and Doubt Is fast becoming a New Reality as Integration and Consolidation Continue to Impact Semiconductor Timing Revenues  

NEW: Semiconductor Timing Revenues challenged in 2015...

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 CY2015-16 with forecasting through 2019.   

A Crescendo in Semi Timing $$Revenues was reached in CY2012, and CY2013-15 showed real measureable impact in the form of declining Revenues as aggressive $$Asp erosion Compounded with the highest levels of integration of the funcational Timing Blocks into ASIC's, and 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. In fact we sw a record transaction in 2015 for 200 Million USD a deal more than 11x revenues of the Target; SiTime...

CY2015 showed more ASIC/ASSP Timing function integration pressure on Semi Timing Suppliers than ever before, especially true in high volume CE (Consumer Electronics) 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 out completely 2015.

The latest CS &A Timing Market report for CY2015 - Q1 CY2016 details the complete supplier base (~100 suppliers WW) providing where, what, when, and how the supplier particpates in specific markets and use cases/apllications. We detail 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...