09 IC

980112

08

2009 IC
534 2009 1100
ASSP 75%ASIC 21%PLD 4%
IC Qualcomm
2009 107 Broadcom
49 3.5% IC
IC 2009 1000 12%
IC 2009 100

IC IC
IC IC
IC

GDP GDP

IMF GDP 2009 2008

2009 2008 2009
2010 GDP 2009
2009 2008
2010

-1*


2009
2008

IC 3 Leading Time

2008 1.5%
2,619 09 -2.2% 2,560

()

3,200

(%)

28%

2,800

2,477
2,400

2,730

2,619

2,130

2,000
1,664

15%

9%

7%
3%

7%

1,600

0%
-2%

03

04

05

06

07

10%
5%

2%

1,200

25%
20%

2,560

2,535

2,275

18%

30%

-5%

08(E) 09(F) 10(F)

WSTS

09 IC

IC 2009 IC
2182 IC 534

-2*


2007 IC 1518 1.51
InterfaceData ConversionDRAMNAND Flash
Telecom-spcl Purpose Logic/MRP 71%70%52%47% 38%
Display Driver 37% 09
IC 1829 IC
1.33
05~09 IC
2,500

IC()

IC()

2,000
1,500
1,000
500
0

05

06

07

08(E)

09(F)

IC()

1,930

2,096

2,165

2,263

2,182

IC()

388

460

510

530

534

IC InsightsIMF
2009 IC
ICIC STB IC NB Cam
WLAN
802.11n
IC 802.11n Draft 2.0 WiFi Intel
Montevina 08 802.11n AP Route
NB 2009 802.11n
08 30% IC
IC
MB NBLCDDSC
09 STB 2009
ASTC STB
2010 STB
STB 09 IC NB Camera
-3*


NB 2009
NB NB Camera

05~09 IC

IC()

2,000

IC()

1.8
1.7

1,800

1.6
1.5

1,600

1.4
1,400

1.3
1.2

1,200
1,000
IC()
IC()

1.1
05

06

07

08(E)

09(F)

1,163

1,374

1,518

1,684

1,829

1.66

1.53

1.51

1.41

1.33

1.0

IC InsightsIMF

ASICASSP PLD ASICApplication
Specific Integrated Circuit

ASIC ASSPApplication Specific Standard

Product
PC USB
PLDProgrammable Logic Device

SPLDSimple PLDCPLDComplex PLD

FPGAField Programmable Gate Array

PLD EEPROM Flash SRAM

EEPORM 5000

SRAM PLDCPLD/FPGA
iSuppli 2008

-4*


1000 ASSP 70% ASIC
20% 2009 1100
2006~2010

1,500

ASSP()

ASIC()

PLD()

1,000

500

06

07

08(E)

09(F)

10(F)

PLD()

36.56

35.29

38.50

41.04

45.36

ASIC()

215.95

224.40

225.85

236.15

251.51

ASSP()

684.26

736.29

798.20

830.43

935.50

iSuppli
ASIC ASSP Computers and
PeripheralsWired CommunicationsWireless CommunicationsConsumerAutomotive
Industrial and Others ASIC Consumer
Game Console Wireless Communications Computers
and Peripherals 2008 25% 22%
ASSP Wireless Communications 30%
WLAN Router /STB WLAN
7.4% 12% Computer and Peripherals
27% PC USB
PLD 3~4%

Industrial and Others 2008 34% Wired Communications

27% Altera Xilinx
PLD

-5*


2006~2010 ASIC
Compu ter and Perip herals
Wireless Commu nication s
Au to mo tive

300

Wired Commu n ication s

Con su mers
In du strial an d Oth ers

250

9 .9
19.4

1 0 .8
21.6

200

1 0 .1
17.9

1 0 .1
19.3

9.5
18.3

150

6 1 .1

7 7 .0

7 8 .4

8 4 .3

100

6 1 .3

5 9 .0

5 6 .9

5 8 .3

6 2 .6

50

1 3 .8

1 2 .6

1 2 .6

1 3 .0

1 4 .6

5 1 .6

4 6 .7

4 9 .9

5 1 .2

5 5 .3

06

07

0 8 (E)

09 (F)

1 0 (F)

8 6 .5

iSuppli
2006~2010 ASSP

1,000
900
800
700
600
500
400
300
200
100
0

Computer and Peripherals

Wireless Communications
Automotive

23.9
44.5
144.4

25.8
49.3
159.8

Wired Communications
Consumers
Industrial and Others
29.9
66.4
27.4
27.1
59.0
54.3
211.4
186.0
176.4

242.7

247.5

271.3

210.1

230.5

76.0

74.4

80.6

83.0

185.4

195.9

217.9

227.5

268.5

06

07

08(E)

09(F)

10(F)

87.0

iSuppli

-6*


2006~2010 PLD

Computer and Peripherals

Wireless Communications
Automotive

50
45
40
35
30

Wired Communications
Consumers
Industrial and Others

15.4
11.8

25
20
15
10
5
0

14.0

13.2

12.1

1.7
6.7

0.9
4.8
4.3

1.1
5.4
4.6

1.4
5.9
4.8

5.4

11.1

9.8

10.7

11.3

12.2

3.6

3.3

3.5

3.7

4.0

06

07

08(E)

09(F)

10(F)

0.7
4.4
4.9

iSuppli

IC
IC
2008 IC Qualcomm
2008 100 19%BroadcomNvidia
Broadcom 2007
2009 Qualcomm 0.8%
08~09 IC

08

09

08~09

()

()

(%)

Qualcomm

10,625

10,715

0.8%

Broadcom

4,741

4,906

3.5%

Nvidia

3,791

3,497

-7.8%

SanDisk

3,286

3,007

-8.5%

Marvell

3,176

3,003

-5.4%

-7*


IC
2008
DRAM
IC IC 2008
893 11.2% 2009 965 8%
08~09 IC

08

09

08~09

()

()

(%)

893

1000

11.98

264

280

6.06

258

280

8.52

188

195

3.72

167

180

7.78

IC 2008
2008 26.87%
13.60% 09 09
280 2008
IP 08 91 30%
IC 09 100

08

2009 IC
534 2009 1100
ASSP 75%ASIC 21%PLD 4%
IC Qualcomm
2009 107 Broadcom
49 3.5% IC
IC 2009 1000
12% IC 2009 100

-8*