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Clock and Timing Opportunities in Communications Infrastructure
ENTERPRISE License
This unique
report is a comprehensive drill down with detail on the full spectrum of Semiconductor Timing in this key segment: Crystals
in KHz and MHz, all Oscillator categories, Semiconductor Clock and Timing, and high value
RF Timing support. Combined, these Timing segments represented
$1.4B USD in sales for CY2010, with growth of 7% YoY to reach $1.86B in 2014… This report: - includes an overview of enterprise and carrier equipment including equipment segmentation, equipment block
diagrams, profiles of key accounts,
- quantifies and segments the
market for Quartz and IC products and forecasts growth through 2014,
- identify
key requirements for successful products,
- analyzes competition
and identifies key competitive issues and opportunities, and
- outlines
emerging technologies and identifies new markets that will drive future growth.
This new report was authored by Mr. Allan Armstrong (who joined CS &A LLC in November from Maxim) and
Mark Sherwood – combined, these two associates have more than 50 years of timing industry experience… According
to Mark Sherwood, Principal Associate and CEO at CS &A: “CS &A LLC provides a unique methodology in reporting
– we call it Top Down/Bottoms up, where we focus on specific semiconductor timing product consumption by Market
Segment and then by Application – all with weighted $ASP’s to roll up into the TAM and Forecasts.” Mr. Sherwood
added; “2010 was indeed a record year in volume and revenues for Semiconductor Timing and our expectation is to see
2011 with continued, but lessened growth. The communications segment requires the most in terms of value added in Timing
solutions and as such, commands high $ASP’s into this segment. Performance, stability, accuracy and feature sets put
timing products into the precision and ultra-precision categories yielding device $ASP’s in dollars, not dimes, so a
lot of attention is placed here by many tier one suppliers in timing.” Mr. Sherwood added; Communications applications are where we find the really key performers in terms of suppliers, technologies
employed and products in the market. This includes Quartz, SAW, BAW, MEMS, Atomic Clocks, Fanout Buffers, Fractional and Integer
PLL ICs and more. Given the value added in these products, ASPs are high, in the range of $2-$50, and the supply base is limited
due the cost and difficulty of achieving precision and ultra-precision specifications – (I.e.: Phase Noise (8KHz –
20MHz), acceptable IDD, Frequency range (100Mhz-1.25GHz), Frequency stability (measured in ppm), and more.
Item #ComsTim_2011
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