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European Semiconductor Industry Service

\blume I—Regional Data

DataQyest n r n a company of J i i l i TheDun&BradstreetCorpcHation

1290 Ridder Parit Drive San Jose, California 95131-2398

(408) 437-8000 Telex: 171973

Fax: (408) 437-0292

UNITED KINGDOM Dataquest Europe Limited

Roussel House, Broadwater Park

Denham, Uxbridge, Middx UB9 5HP England

0895-835050 Telex: 266195

Fax: 0895 835260-1-2

GERMANY Dataquest Europe GmbH

Rosenkavalierplatz 17 D-8000 Munich 81

West Germany (089)91 10 64 Telex: 5218070

Fax: (089)91 21 89

Sales/Service Offices:

FRANCE Dataquest Europe SA

Tour Gallieni 2 36, avenue Gallieni

93175 Bagnolet Cedex France

(1)48 97 31 00 Tfelex: 233 263

Fax: (1)48 97 34 00

JAPAN Dataquest Japan, Ltd.

Taiyo Ginza Building/2nd Floor 7-14-16 Ginza, Chuo-ku

Tokyo 104 Japan (03)546-3191 Telex: 32768

Fax: (03)546-3198

EASTERN U.S. Dataquest Boston

1740 Massachusetts Ave. Boxboiwugh, MA 01719-2209

(508) 264-4373 Telex: 171973

Fax: (508) 635-0183

KOREA Dataquest Korea

Daeheung Bldg. 505 648-23 Yeoksam-dong

Kangnam-gu, Seoul 135 Korea 011-82-2-552-2332

Fax: 011-82-2-552-2661

The content of this report represents our interpretation and analysis of information generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients.

This information is not furnished in connection with a sale or offer to sell securities, or in connection with the solicitation of an offer to buy securities. This firm and its parent and/or their officers, stockholders, or members of their families may, from time to time, have a long or short position in the securities mentioned and may sell or buy such securities.

Printed in the United States of America. All rights reserved. No part of this publication may be reproduced, stored in retrieval systems, or transmitted, in any form or by atny means—mechanical, electronic, photocopying, duplicating, microfilming, videotape, or otherwise—without the prior written permission of the publisher.

© 1990 Dataquest Incorporated

Introduction to the Service

EUROPEAN SEMICONDUCTOR INDUSTRY SERVICE

Dataquest's European Semiconductor Industry Service (ESIS) is a comprehensive information service covering the European semiconductor industry. It is a product-oriented, executive-level perspective intended to assist with strategic decisions of key executives and product managers of semiconductor manufacturing companies, suppliers to the semiconductor industry, semiconductor users, and other businesses or institutions interested in the semiconductor industry. The service consists of the following:

• Data-base reference notebooks containing sections that are continually revised and updated as developments occur or additional information becomes available

Research newsletters and bulletins on current industry issues and events

An inquiry service providing access to Dataquest's European Components Group Client Inquiry Center and access to the European Components Group Research Staff

The IC Europe monthly report, providing timely information on European high-technology industries and 1992

An annual conference in Europe, with industry experts discussing developments of current interest and importance

Access to Dataquest's semiconductor on-line information service and The DQ Mondav Report, providing pricing and lead-time updates

Access to Dataquest's European semiconductor library resources

SERVICE STRUCTURE

The service analyzes and reports on the products, markets, and major companies in the semiconductor industry in Europe as a whole and in individual countries. The service does the following:

• Provides semiconductor consumption forecasts in the following ways:

By product technology

By product function

By application market—includes data processing, communications, industrial, military, consumer, and transportation

ESIS Volume 1 © 1989 Dataquest Incorporated February 0002664


Analyzes European semiconductor markets for the following regions:

Benelux—includes Belgium, Luxembourg, and the Netherlands

France

Italy

Scandinavia—includes Denmark, Finland, Norway, and Sweden

United Kingdom and Ireland

West Germany

Rest of Europe—includes Austria, Portugal, Spain, and Switzerland

Identifies services and suppliers to the European semiconductor industry

Analyzes the forces affecting the European semiconductor market, such as:

Supply and demand

Technological developments

- Economic issues

Government policies

Distribution

SERVICE ORGANIZATION

Volume I

Volume I contains separate sections for each of the European geographical regions covered by the service, and each regional section covers the following topics:

• Overview—discussion of the economic environment

• Semiconductor Device Markets—analysis of the local markets by technology and function

© 1989 Dataquest Incorporated February ESIS Volume I 0002664


• Application Markets—analysis of local application markets for semiconductors in data processing, communications, industrial, consumer, military, and transportation sectors

• Plant Locations—manufacturing locations by company within the region

• Design Center Locations—semiconductor design center locations by company for the region

Volume n

Volume II, which discusses Europe as a whole, is divided into the following topics:

European Overview—covers analysis of trends in capital and research and development expenditures, venture capital, and government and private investment; discusses the European economic environment and channels of distribution

Semiconductor Device Markets—analyzes the European market for integrated circuits, discrete devices, and optoelectronics, by technology and function

Semiconductor Application Markets—analyzes the European application markets for semiconductors in data processing, communications, industrial, consumer, military, and transportation sectors

Major Users—analyzes the major semiconductor users in Europe

Services and Suppliers to the Semiconductor Industry—identifies the key services and suppliers to the European semiconductor industry: assembly services, capital equipment suppliers, design services, materials suppliers, testing services, and wafer fabrication services

Memory—analyzes the European memory semiconductor markets

Microcomponents—analyzes the European microcontroller, microprocessor, and microperipheral markets

Volume in

Volume III, which contains the company-related data, is divided into the following topics:

• European Plant Locations—lists the plant locations for all major semiconductor manufacturers

ESIS Volume I © 1989 Dataquest Incorporated February 0002664


• European Design Center Locations—lists the design center locations for worldwide semiconductor companies in Europe

• European Semiconductor Production—analyzes wafer fabrication in Europe

• Company Profiles—profiles selected companies active in Europe

Also included in Volume III are Dataquest's Market Share Estimates, which consist of the following:

• Worldwide market shares of European companies

• European market shares of:

European companies

U.S. companies

Japanese companies

Rest of World companies

Other Components

The ASIC binder contains quantitative and qualitative analyses of the European gate array, cell-based IC, programmable logic, and full-custom businesses.

IC Europe is a monthly report on European high-technology industry. It covers a monthly update to the status of the industry, industry highlights, research update, semiconductor pricing and analysis, a thought for the month, and a monthly update on events leading up to 1992.

The Newsletters 1988-89 binder contains industry newsletters and bulletins devoted to current topics of specific European interest.

In addition. Volumes I, II, and III contain yearly exchange rate tables. The quarterly exchange rate newsletter may be found in the newsletter volume.

SERVICE FEATURES AND PROCEDURES

Service Sections

The document preparation date is shown at the bottom of each page. Sections are updated on a regular basis, and filing instructions are sent with the new updates.



Newsletters

Newsletters are published regularly throughout the year and should be filed in the latest newsletter volume. The newsletters provide executive summaries of key industry events and serve to underscore significant changes in the reference material presented in the data-base notebooks. In addition, newsletters of an analytical nature are published periodically on a variety of topics not regularly covered in the service.

Inquiry Privilege

There are two forms of inquiry available to the client: access to Dataquest's European Semiconductor Inquiry Center and access to the ESIS semiconductor staff. The registered binderholder has the privilege of direct access to the Inquiry Center, where the staff provides assistance in finding and interpreting material in the data notebooks or other Dataquest-published material. In addition, binderholders have access to the European Semiconductor Industry Service research staff; this privilege allows the client to seek additional commentary on or clarification of the published material, although it is not intended to provide individualized custom research. Using this feature of the service, clients may interact with industry experts on a one-to-one basis to discuss attitudes and opinions about topics covered in the service.

Annual Conference

Each year Dataquest's European Semiconductor Industry Service hosts a two-day conference. In this forum, leading experts and decision makers throughout the industry share their views on the future and on critical external issues affecting the growth of the European semiconductor business. The conference allows executive-to-executive communication about important topics through formal presentations, workshops, and informal discussion periods.

Dataquest's Library Services

Dataquest's library services offer comprehensive secondary research materials covering the full spectrum of high-technology companies, markets, and industries tracked by Dataquest.

Semiconductor On-Line Information

All our clients receive ESIS On-line and the DO Monday Report as part of the service. The ESIS On-line service holds the ESIS data base, enabling clients receive immediate updates to the data base. The DO Mondav Report gives updates of prices and lead times for 25 selected semiconductor devices. Prices are reported for the United States, Europe, Japan, Taiwan, Hong Kong, and Korea for IK, lOK, and contract quantities.



PRODUCT TECHNOLOGY DEFINITIONS

Dataquest divides the total semiconductor market into integrated circuits, discrete devices, and optoelectronic devices. These categories are further segmented as shown on the following pages.

Integrated Circuits OCs)

ICs include bipolar devices, MOS devices, and analog devices, broken down as follows:

• Bipolar—bipolar memory, bipolar logic

Bipolar Memory—ECL RAM, ROM, PROM, flip-flops, latches, register files, shift registers

Bipolar Logic—bipolar ASIC, bipolar standard logic, bipolar other logic

Bipolar ASIC—includes gate arrays, PLDs (programmable logic devices), CBICs (cell-based ICs) and full-custom

Bipolar standard logic—includes TTL, ECL, and other family logic, as well as TTL-compatible SSI, MSI, LSI; CML, ECL, I2L, ISL, STL with TTL levels; standard, AS, FAST, LS, ALS lines; ECL-compatible SSI, MSI, LSI; RTL and DTL

Bipolar other logic—includes ASSPs (application-specific standard products), bipolar bit-slice (e.g., 2900, 29300 families), ALU, control unit, multiplier, floating point, digital filters; also includes bipolar support chips and chip sets for MPUs

• MOS—MOS memory, MOS microcomponents, MOS logic

MOS Memory—DRAM, SRAM, ROM/other

DRAM—Dynamic RAM

SRAM—Static RAM

ROM/other—includes ROM, PROM, EPROM, EEPROM, flip-flops, latches, register files, shift registers

MOS Microcomponents—MOS microprocessor, MOS microcontroller, MOS microperipheral, DSP



Microprocessor (MPU)—includes all microprocessors such as Intel X86 family, Motorola 68XXX family, RISC

Microcontroller (MCU)—includes single-chip controllers such as Intel 8051 and Motorola 68HC05

Microperipheral (MPR)—includes MPU support chips used in system support (e.g., timer, interrupt control, DMA, MMU), peripheral controllers (e.g., disk, graphics display, CRT, keyboard), communications controllers (e.g., UART); also includes MOS chip sets for MPU support, LAN coprocessors, accelerator coprocessors (e.g., floating-point unit, graphics coprocessor, image processor)

Digital signal processor (DSP)—includes single-chip DSPs, MOS bit-slice, ALC, mulipliers, accumulators, and digital filters

MOS Logic—MOS ASIC, MOS standard logic, MOS other logic

MOS ASIC—includes gate arrays, PLDs (programmable logic devices), CBICs (cell-based ICs), and full-custom

MOS standard logic—includes MOS family logic such as HC, HCT, and FACT lines

MOS other logic—includes application-specific standard products (ASSPs) (e.g., motor control ICs); also MOS ALC, MAC, digital filters, and other building blocks

Analog (linear)—monolithic, general-purpose, specialty-purpose, analog ASIC, hybrid

Monolithic—includes bipolar and MOS monolithic linear ICs with more than 50 percent analog circuits by area on the die

- General-purpose—includes input/ouput and power applications

- Specialty-purpose—includes telecommunications and consumer applications

Analog ASIC—includes linear arrays, linear CBIC, and linear full-custom

Hybrid—includes hybrid packages sold by semiconductor vendors, used mostly in linear applications



Discrete Devices

Discrete devices include transistor, diode, thyristor, and other discrete devices, as follows:

• Transistor—includes small signal and power transistors, and field effect transistors (FET)

• Diode—includes small signal and power diodes, Zener diodes, and rectifiers

• Thyristors—includes all unidirectional and bidirectional thyristors

• Other discrete—includes tunnel and varactor diodes, microwave diodes, and other polycrystalline devices

Optoelectronic Devices

Optoelectronic devices include light-emitting diodes (LEDs), infrared lamps, LED displays, laser devices, optoelectronic couplers, and sensors (photo diodes, selenium rectifiers, solar cells). They exclude LCD displays and incandescent and fluorescent lamps and displays.

APPLICATION MARKET DEFINITIONS

Dataquest segments and defines the semiconductor application markets as follows:

• Data Processing—This includes all equipment whose main function is flexible information processing. Included in this segment are all personal computers, regardless of price, distribution, or use in the office, education, or home environment.

• Communications—Within the communications market, Dataquest classifies telecommunications as a subsegment that consists of customer premises and public telecommunications equipment. The other communications categories include radio, studio, and broadcast equipment.

• Industrial—The industrial segment includes all manufacturing-related equipment, including scientific, medical, and dedicated systems.

• Consumer—This is equipment that is designed primarily for home or personal use, the primary function of which is not flexible information processing. Audio and video equipment and appliances are typical examples of equipment that is classified in the consumer application market.



• Military—Military electronic equipment is primarily defense-oriented electronic equipment and is classified by major budget area. It does not include all electronic equipment procured by the government because such a breakout would double-count equipment that logically belongs in other market segments.

• Transportation—This segment consists mainly of automotive and light truck electronics. This designation leaves room to analyze other markets, such as off-highway equipment, that are potentially large users of semiconductors.

Further definitions of these segments are included in the European Semiconductor Applications Market (ESAM) binder.

ABOUT DATAQUEST

Dataquest's research covers an entire generation of high-technology industries, with a primary focus on the following six broad areas:

Semiconductors

Information systems

Peripherals

Office equipment

Industrial automation

Telecommunications

Within these primary areas, Dataquest tracks and serves more than 25 separate industries.

Dataquest provides a comprehensive line of products and services designed to meet the varying research and analysis needs of corporate decision makers. The products include the following:

• Industry services similar in nature to the European Semiconductor Industry Service

• Executive and Financial Programs—A series of business opportunity and technology advisory programs specifically designed for senior executives involved in high technology

• Focus Reports—Highly detailed landmark publications on specific issues of topical interest



Newsletters—General overviews and analyses of specific industries or markets

Product Specification Guides

Who's Who Industry Guides

Consultancy

DATAQUEST LOCATIONS

The European Components Group (ECG) has its headquarters in our London office, and clients in Europe should address their inquiries to that office. ECG also maintains staff in our San Jose office, and inquiries from subscribers in the United States can be addressed there.

Dataquest Incorporated 1290 Ridder Park Drive San Jose, California 95131-2398 USA Telephone: (408) 437-8000 Telex: 171973 Fax: (408)437-0292

Dataquest UK Ltd. 103 New Oxford Street 13th Floor, Centrepoint London WCl AIDD United Kingdom Telephone: (01) 379 6257 Telex: 266195 Fax: (01)240 3653

Dataquest GmbH Rosenka valierpl a t z D-8000 Munich 81 West Germany Telephone: (089) 91 1064 Telex: 5218070 Fax: (089) 91 2189

Dataquest Japan, Ltd. Taiyo Ginza Building/2nd Fir 7-14-16 Ginza, Chou-ku Tokyo 104 Japan Telephone: (03)546 3191 Telex: J32768 Fax: (03)546 3198 Dataquest SARL Dataquest Intelligent Electronics Tour Gallieni 36, Avenue Gallieni 93175 Bagnolet Cedex Frsncc Telephone: (1) 48 97 31 00 Telex: 233263 Fax: (1)48 97 34 00

10 © 1989 Dataquest Incorporated February ESIS Volume I 0002664

Table of Contents

Volume I

Title Page

INTRODUCTION'


TABLE OF CONTENTS

Table of Contents Newsletter Index

1. BENELUX

1.1 Benelux Overview 1.2 Benelux Semiconductor Device Markets 1.5 Benelux Plant Locations 1.6 Benelux Design Center Locations

2. FRANCE

2.1 France Overview 2.2 French Semiconductor Device Markets 2.5 French Plant Locations 2.6 French Design Center Locations

3. ITALY

3.1 Italy Overview 3.2 Itahan Semiconductor Device Markets 3.5 Italian Plant Locations 3.6 Italian Design Center Locations

4. SCANDINAVIA

4.1 Scandinavia Overview 4.2 Scandinavian Semiconductor Device Markets 4.5 Scandinavian Plant Locations 4.6 Scandinavian Design Center Locations

^Titles in capital letters signify tabs.

ESIS Volume I ©1990 Dataquest Incorporated Febraary 0005964

Table of Contents

Volume I (Continued)

5. UNITED KINGDOM AND IRELAND'

5.1 U.K. and Ireland Overview 5.2 U.K. and Irish Semiconductor Device Markets 5.5 U.K. and Irish Plant Locations 5.6 U.K. and Irish Design Center Locations

6. WEST GERMANY

6.1 West Germany Overview 6.2 West German Semiconductor Device Markets 6.5 West German Plant Locations 6.6 West German Design Center Locations

7. REST OF EUROPE

7.1 Rest of Europe Overview 7.2 Rest of Europe Semiconductor Device Markets 7.5 Rest of Europe Plant Locations 7.6 Rest of Europe Design Center Locations

EXCHANGE RATE TABLES

Exchange Rate Tables

Volume II

Title Page

INTRODUCTION


TABLE OF CONTENTS


'Titles in capiul letters signify tabs.

©1990 Dataquest Incorporated February ESIS Volume I 0005964

Table of Contents

Volume II (Continued)

1. EUROPEAN OVERVIEW

1.0 Capital Investment 1.1 R&D Investtnent 1.2 Venture Capital 1.3 Government and Private Investment 1.4 The European Economic Environment 1.5 Channel of Distribution

2. SEMICONDUCTOR DEVICE MARKETS

European Semiconductor Consumption Estimates 1984-1994 by Product and Technology* - Benelux - France - Italy - Scandinavia - U.K. and Ireland - West Germany - Rest of Europe

3. SEMICONDUCTOR END-USER MARKETS

3.0 Semiconductor End-User Markets

4. MAJOR USERS

4 Major Users 4.1 Electronic Equipment Company Revenue 4.2 User Company Profiles

5. SERVICES AND SUPPLIERS

5.0 Services and Suppliers to the Semiconductor Industry -Air Products and Chemicals, Inc. -Balzers -The BOC Group PLC -Compugraphic International -General Signal -LTX Corporation -MEMC Electronic Materials S.p.A. -Merck Group

jUtles in capital letteis signify ubs. In booklet fonnat

ESIS Volume I ©1990 Dataquest Incorporated February 0005964

Table of Contents

Volume II (Continued)

5. SERVICES AND SUPPLIERS' (Continued)

-Micro-Image Technology Ltd. -Monsanto Company -Olin Corporation -The Perkin-Elmer Corporation -Plasma Technology Ltd. -Teradyne Inc. -VG Instruments PLC -Wacker-Chemitronic GmbH

6.'

1.'

%.'

9. MEMORY

European MOS Memory Market— Consumption Forecast 1988-1994, Market Share Rankings 1988'

10. MICROPROCESSOR

10.1 Microcomponent Device Market 10.2 Microcomponent Device Supply

ECONOMIC DATA AND OUTLOOK

Economic Outlook Update 1988-1990' Economic Data and Outlook 1988-1989'



'Tities in cqiital letters ngnify tabs. In booklet fbnnat In transition


Table of Contents

Volume n i

Title Page

INTRODUCTION'


TABLE OF CONTENTS


1. EUROPEAN PLANT LOCATIONS

1. European Plant Locations

2. EUROPEAN DESIGN CENTER LOCATIONS

2. European Design Service Locations

3. EUROPEAN SEMICONDUCTOR PRODUCTION

3. European Semiconductor Production 3.1 Wafer Fabrication

4. COMPANY PROFILES

4. Company f*rofiles A-B

Advanced Micro Devices, Inc. Analog Devices, Inc. ASEA Brov n Boveri Austria Mikro Systeme International GmbH

C-D E-F

Ericsson Components AB European Silicon Structures Eurosil Electronic GmbH Fujitsu Limited

'Titles in cental letteis signify tabs.

ESIS Volume I ©1990 Dataquest Incorporated February 0005964

Table of Contents

Volume III (Continued)

4. COMPANY PROFILES' (Continued)

G-H General Instrument Corporation Harris Corporation Hewlett-Packard Company Hitachi ltd.

I-J Intel Corporation ITT Corporation

K-L LSI Logic Corporation

M-N Marconi Electronic Devices Ltd. Matra-Harris Semiconducteurs Mitsubishi Electric Corporation Motorola, Inc. National Semiconductor Corporation NEC Corporation

OP N.V. Philips Gloeilampenfabrieken The Plessey Company PLC

Q-R S-T

Semikron International SGS-Thomson Microelectronics Siemens AG Telefunken Electronic GmbH Texas Instruments, Inc. Toshiba Corporation TRW, Inc.

U-V w-x Y-Z

Zilog, Inc.

^Titles in capital letters signiiy tabs.


Table of Contents

Volume III (Continued)

MARKET SHARE DATA'

European Semiconductor Market Share Estimates—^Final 1988^ Worldwide Semiconductor Market Shares by Vendor Base European Semiconductor Market Shares by Vendor Base Worldwide Semiconductor Market Share Rankings European Semiconductor Market Share Rankings



'liUes in capital letters signify tabs. In booklet format

ESIS Volume I ©1990 Dataquest Incorporated Febraary 0005964

Table of Contents

ASIC

Title Page

INTRODUCTION'

Introduction to the Binder

TABLE OF CONTENTS

Table of Contents

ASIC OVERVIEW

ASIC—Executive Summary ASIC—Family Tree and Definitions ASIC—Forecast Summary ASIC—Market ASIC—Historical Shipment Data

GATE ARRAYS

Gate Arrays—Executive Summary Gate Arrays—Forecast Gate Arrays—Product Analysis Gate Arrays—Competitive Analysis Gate Arrays—Emerging Technologies and Trends Gate Arrays—Historical Shipment Data

PROGRAMMABLE LOGIC DEVICES

PLD—^Executive Summary PLD—Forecast PLD—^Product Analysis PLD—Competitive Analysis PLD—^Emerging Technology and Trends PLD—Application and User Issues PLD—^Historical Shipment Data

'Titles in capital letters signify tabs.

©1990 Dataquest Incorporated Februaiy ESIS Volume I 0005964

Table of Contents

ASIC (Continued)

CELL-BASED ICs'

CBICs—Êxecutive Summary CBICs—Forecast CBICs—^Product Analysis CBICs—Êmerging Technologies and Trends CBICs—^Historical Shipment Data

FULL-CUSTOM DEVICES

Full-Custom Devices—Êxecutive Summary Full-Custom Devices—^Forecast Full-Custom Devices—^Historical Shipment Data

EUROPEAN DESIGN CENTERS

European Design Service Locations—Êxecutive Summary European Design Service Locations European Full-Custom IC Design Service Locations European CBIC Design Service Locations European Gate Array Design Service Locations


European Currency Exchange Rates

'Titles in capital letteis signify tabs.

ESIS Volume I ©1990 Dataquest Incoiporated February 0005964

Table of Contents

Volume IV

Newsletters 1988-1989 1989-29 European MOS Gate Array and CBIC Design Starts Analysis 1989-28 European Semiconductor Procurement Survey 1989-27 European Quarterly Industry Forecast Third Quarter Update 1989-26 GaAs PLDs Attack the Silicon TTL PLD Market 1989-25 Exchange Rate Quarterly Newsletter 1989-24 Closing the Gap: Will Japan Become the World's Largest

Producer of Fab Equipment? 1989-23 Less Buoyancy Expected in the U.K Economy; More Confidence

in the Irish Economy 1989-22 Mixed Analog/Digital ASIC—An Embryonic Market 1989-21 The PLD Evolution 1989-20 Dataquest European Semiconductor Industry Conference: "The

European Renaissance" 1989-19 The ASIC Package Proliferation 1989-18 International Semiconductor Trade Issues—Dominance,

Dependence, and Future Strategies 1989-17 The Shape of Post-1992 Distribution in Europe 1989-16 Exchange Rate Quarterly Newsletter 1989-15 Final 1988 Market Share Estimates—European Semiconductor

Market 1989-14 European DRAM Market Update 1989-13 European Quarterly Forecast Update 1989-12 Unexpected Buoyancy of the French Economy 1989-11 European Personal Computer Production and Its Impact on the

Semiconductor Market 1989-10 Preliminary European MOS Gate Array and CBIC Market Share

Rankings 1989-09 Regional Review 1989—A Year of Consolidation 1989-08 EISA—WUl It Be an Alternative to MCA? 1989-07 Understanding the NEC/Intel Decision 1989-06 Europe—A Healthy Marketplace for UNIX 1989-05 ASICs Surpass $7.4 BilUon in 1988 1989-04 Exchange Rate Quarterly Newsletter 1989-03 Hitachi and TI Share the Risk: The 16Mb DRAM Agreement 1989-02 The EEC Rules on "Made in Europe"—Article 5 No. 802/68

Analyzed 1989-01 Preliminary 1988 Market Share Estimates—^European

Semiconductor Marketplace 1988-29 Europe Refreshes Its Stagnant White Goods Market 1988-28 The Semiconductor Chip Protection Act Is Finalized

November October October September September September

August

September July July

July July

June June June

May April April March

March

March March March March March March March March

January

November November

10 ©1990 Dataquest Incoiporated Febniaiy ESIS Volume I 0005964

Table of Contents

Volume IV (Continued)

Newsletters 1988-1989 1988-27 GEC-Siemens' Joint Bid for Plessey November 1988-26 European Quarterly Forecast Update October 1988-25 Exchange Rate Quarterly Newsletter November 1988-24 Straw Poll of 1992: Regional Attitudes October 1988-23 DRAM Alliance: The United States Talks, The British Act October 1988-22 West Germany: Facing Up to the Economic Challenge October 1988-21 Component Distribution in 1992 September 1988-20 Can California Micro Devices Inject New Life into AMI? September 1988-19 Harris Corporation to Acquire GE Solid State September 1988-18 ASIC Midyear Update September 1988-17 European Quarterly Forecast Update August 1988-16 Exchange Rate Quarterly Newsletter September 1988-15 Standard Logic Is at Life's Crossroads August 1988-14 Dataquest European Semiconductor Industry Conference: "Plan- July

ning and Positioning for the '90s" 1988-13 1992—What's in a Number? July 1988-11 Semiconductor Recovery Gathers Momentum June 1988-10 U.K. Semiconductor Distributors' 1987 Revenue May 1988-9 "Intelligent" ICs Power Their Way into $1.1 Million May

Semiconductor Application Market 1988-8 Semicon Europa: A Slow Show for a Year of Slow European March

Equipment Sales 1988-7 An Introduction to 1992 March 1988-6 DRAM Ddja Vu March 1988-5 1988 European Regional Semiconductor Outlook March 1988-4 Ericsson Gets Leaner whUe Nokia Continues Acquisitions February 1988-3 Exchange Rate Quarterly Newsletter February 1988-2 Exchange Rate Quarterly Newsletter January 1988-1 1987 Preliminary Market Share Broad-Based Recovery in January

Semiconductors

I.e. EUROPE Monthly reports containing:

State of the Industry Industry Highlights Research Update Semiconductor Pricing and Analysis Thought for the Month 1992

ESIS Volume I 0005964

©1990 Dataquest Incorporated February 11

Newsletter Index

BY SUBJECT

Subject Newsletter

1992 Introduction to 1992

1922—What's in a Number? Component Distribution in 1992 I.C. Europe Thought for the Month— Japanese Perception of Europe

The Shape of Post-1992 Distribution in Europe

The EEC Rules on "Made m Europe"—Article 5 No. 802/68 Analyzed

I.C. Europe Thought for the Month— European Semiconductor Supply

Note: Also see 1992 Section in I.C. Europe each month.

Acquisitions

AMI

Analog

Ericsson Gets Leaner while Nokia Continues Acquisitions

Harris Corporation to Acquire GE Solid State

Can California Micro Devices Inject New Life into AMI?

Can California Micro Devices Inject New Life into AMI?

I.C. Europe Research Update—Analog

Date

1988-07 1988-13 1988-22

September 1988

1989-17

1989-02

July 1989

1988-04

1988-19

1988-20

1988-20

Application Markets

ESIS Volume ffl 00064S8

Market Analysis

I.C. Europe Research Update— Quarterly Electronics Industry Update

European Personal Computer Production and Its Impact on the Semiconductor Market

EISA—Will It Be an Alternative to MCA?

Europe—A Healthy Marketplace for UNIX

©1990 Dataquest Incoiporated February

March 1989

August 1988

1989-11

1989-08

1989-06

Newsletter Index

Subject

Application Markets (Continued)

Asia

ASICs

Newsletter

Europe Refreshes Its Stagnant White Goods Market

I.e. Europe Thought for the Month— Workstation Market Opportunities

I.e. Europe Thought for the Month— Cordless Telephones

I.e. Europe Research Update— European MiUtary Market

I.e. Europe Thought for the Month— ISDN: Aging before Birth?

I.e. Europe Research Update— European Laptop Market Analysis

I.e. Europe Research Update— CT2: A Rising Star in Europe

I.e. Europe Research Update—U.K. V32 Modem Race

I.e. Europe Research Update—^The Next Graphics Standard

I.e. Europe Research Update—^Dynamic European CAD/CAM Market

I.e. Europe Research Update—^Military/ Aerospace Semiconductor Demand

I.e. Europe Thought for the Month— EC's Green Paper on Telecommunications

I.e. Europe Research Update—^The Tigers Prepare for Graduation

ASIC Midyear Update European MOS Gate Array and CBIC Design Starts Analysis

Mixed Analog/Digital ASIC—An Embryonic Market

The ASIC Package Proliferation

Preliminary European MOS Gate Array and CBIC Market Share Rankings

ASICs Surpass $7.4 BiUion in 1988

Date

1988-29

February 1989

October 1988

November 1988 December 1988/ January 1989

April 1989

June 1989

July 1989

August 1989

September 1989

November 1989

November 1989

March 1988

1988-18

1989-29

1989-22

1989-19

1989-10 1989-05

©1990 Dataquest Incorporated Febraaiy ESIS Volume m 0006458

Newsletter Index

Subject

ASICs (Continued)

CAD/CAM

California Micro Devices

Capital Spending

Cellular Radio

Chip Protection Act

Communications

Companies

Newsletter

I.e. Europe Research Update—Gate Array Design Start Forecast Slashed

I.e. Europe Research Update—Dynamic European CAD/CAM Market

Can California Micro Devices Inject New life into AMI?

I.e. Europe Research Update— Quarterly Electronics Industry Update

I.e. Europe Research Update— European Cellular Market

The Semicoductor Chip Protection Act is Finalized

I.e. Europe Research Update—^The Final Frontier in Voiceband Modems

I.e. Europe Thought for the Month— SateUites

I.e. Europe Research Update— European Cellular Market


I.e. Europe Thought for the Month— ISDN: Aging before Birth?

I.e. Europe Research Update— CT2: A Rising Star in Europe

I.e. Europe Research Update—U.K. V32 Modem Race

I.e. Europe Thought for the Month— EC's Green Paper on Telecommmuni-cations

I.e. Europe Thought for the Month— Company Results

I.e. Europe Research Update—South Korean Companies


Date

December 1989

September 1989

1988-20

August 1988

September 1988

1988-28

July 1988

August 1988

September 1988

October 1988

Dec/Jan 1989

June 1989

July 1989

November 1989

January 1988

October 1988

October 1988

ESIS Volume m 0006458

©1990 Dataquest Incorporated February

Newsletter Index

Subject

Computers

Newsletter

Eiu-opean Personal Computer Production and Its Impact on the Semiconductor Market

Europe—^A Healthy Marketplace for UNIX

I.e. Europe Thought for the Month— Workstation Market Opportunities

I.e. Europe Research Update— European Laptop Market Analysis

I.e. Europe Research Update—^The Next Graphics Standard

Date

1989-11

1989-06

February 1989

April 1989

August 1989

Conferences Semicon Europa: A Slow Show for a Year of Slow European Equipment Sales 1988-08

Dataquest's 1988 European Semiconductor Industry Conference: Planning and Positioning for die '90s 1988-14

1992—What's in a Number? 1988-13 Dataquest's 1989 European Semiconductor Industry Conference: "The European Renaissance"

Consumer

Consumption Data

Europe Refreshes Its Stagnant White Goods Market

1988 European Regional Semiconductor Outlook

Semiconductor Recovery Gathers Momentum

European Quarterly Forecast Update European Quarterly Industry Forecast— Third Quarter Update

European Quarterly Forecast Update

Regional Review 1989—A Year of Consolidation

ASICs Surpass $7.4 Billion in 1988 I.e. Europe Research Update— Worldwide Semiconductor Forecast Low


1988-29

1988-05

1988-11 1988-17

1989-27

1989-13

1989-09 1989-05

October 1989


Newsletter Index

Subject

Consumption Data (Continued)

Deregulation

Design Starts

Distribution

EC

Economy

Equipment and Materials

Ericsson

Newsletter

I.e. Europe Research Update—Gate Array Design Start Forecast Slashed

I.e. Europe Thought for the Month— Government Policies

I.e. Europe Research Update—^EC's Green Paper on Telecommunications

European MOS Gate Array and CBIC Design Starts Analysis

U.K. Semiconductor Distributors' 1987 Revenue

Component Distribution in 1992 The Shape of Post-1992 Distribution in Europe

I.e. Europe Thought for the Month— Distribution in Europe

I.e. Europe Thought for the Month— European Community Not a Technological Backwater

I.e. Europe Thought for the Month— Business Prospects

I.e. Europe Thought for the Month— Government Policies

Less Buoyancy Expected in the U.K. Economy; More Confidence in the Irish Economy

Unexpected Buoyancy of the French Economy

Semicon Europa: A Slow Show for a Year of Slow European Equipment Sales

I.e. Europe Research Update—General Signal Acquires GCA


Date

December 1989

May 1988

November 1989

1989-29

1988-10

1988-21

1989-17

November 1988

June 1989

February 1988

May 1988

1989-23

1989-12

1988-08

May 1988

1988-04



Newsletter Index

Subject

Exchange Rates

GaAs

GCA

Newsletter

Exchange Rate Quarterly Newsletter





GaAs PLDs Attack the Silicon TTL PLD Market

I.e. Europe Research Update—General

Date

1988-16

1988-02

1989-25

1989-16

1989-04

1989-26

GEC

General Signal

Harris

Hitachi

Industry Trends

Signal Acquires GCA

GEC-Siemens' Joint Bid for Plessey

I.e. Europe Research Update—General Signal Acquires GCA

Harris Corporation to Acquire GE Solid State

Hitachi and TI Share the Risk: The 16Mb DRAM Agreement

I.e. Europe Research Update—Hitachi/ TI DRAM Deal

1988 European Regional Semiconductor Outlook

DRAM D€}k Vu

Semiconductor Recovery Gathers Momentum

Standard Logic Is at Life's Crossroads

ASIC Midyear European Quarterly Forecast Update


I.e. Europe Research Update—RISC Architecture

I.e. Europe Thought for the Month— DRAMs

I.e. Europe Research Update— Quarterly Electronics Industry Update

©1990 Dataquest Incorporated Februaiy

May 1988

1988-27

May 1988

1988-19

1989-03

February 1989

1988-05

1988-06

1988-11

1988-15

1988-18

1988-17

April 1988

July 1988

August 1988

ESIS Volume m 00064S8

Newsletter Index

Subject

Industry Trends (Continued)

Newsletter

European DRAM Market Update


Regional Review 1989—A Year of Consolidation

I.C. Europe Research Update— Worldwide Semiconductor Forecast

Date

1989-14

1989-13

1989-09

Intel

Investment

Japan

Market Shares

Memory

Low

European Quarterly Industry Forecast— Third Quarter Update

Intel Turns Twenty: Is There Life after . DOS?

Understanding the NECAntel Decision

I.e. Europe Thought for the Month— European Community not a Technological Backwater

I.e. Europe Thought for the Month— Japanese Perception of Europe

PreUminary 1987 Market Share Estimates

Final 1988 Market Share Estimates— European Semiconductor Market

PreUminary European MOS Gate Array and CBIC Market Share Rankings

PreUminary 1988 Market Share Estimates—^European Semiconductor Marketplace

I.e. Europe Research Update— Worldwide Market Share Analysis

I.e. Europe Research Update—Analog Market Analysis

DRAM D€}h Vu

European DRAM Market Update

October 1989

1989-27

1988-12

1989-07

June 1989

September 1988

1988-01

1989-15

1989-10

1989-01

Dec/Jan 1989

February 1989

1988-06

1989-14

Hitachi and TI Share the Risk: The 16Mb DRAM Agreement 1989-03

ESIS Volume III 0006458


Newsletter Index

Subject

Memory (Continued)

Mergers

Microcomponents

Microelectronic Tube

Military

Modems

NEC

Newsletter

I.e. Europe Thought for the Month— Business Prospects

I.e. Europe Thought for the Month— DRAMs


I.e. Europe Thought for the Month— Users Erupt Against DRAM Proposals

I.e. Europe Research Update— Managing the Mergers

Intel Turns Twenty: Is There Life after DOS?

Understanding the NEC/Intel Decision I.e. Europe Research Update—A RISe-less Approach

I.e. Europe Thought for the Month— Return of the Tube

I.e. Europe Research Update— European Military Market

I.e. Europe Research Update—Military/ Aerospace Semiconductor Demand

I.e. Europe Research Update—^The Final Frontier in Voiceband Modems

Understanding the NEC Intel Decision

Date

February 1988

July 1988

February 1989

September 1989

June 1988

1988-12 1989-07

April 1989

December 1989

November 1988

November 1989

July 1988

1988-07

Nokia

Offshore Manufacturing

Plessey

PLDs


I.e. Europe Thought for the Month-Japanese Printer Manufacturers


GaAs PLDs Attack the Silicon TTL PLD Market

The PLD Evolution

1988-04

June 1988

1988-27

1989-26

1989-21

©1990 Dataquest Incorporated February ESIS Volume m 0006458

Newsletter Index

Subject

Power ICs

Printers

Procurement

Quality

RISC

Satellites

SGS-Thomson

Siemens

South Korea

Standard Logic

Takeovers

Tariffs

Newsletter

Intelligent ICs Power Their Way into $1.1 Billion Semiconductor AppUcation Market

I.e. Europe Thought for the Month— Japanese Printer Manufacturers

European Semicoductor Procurement Survey

I.e. Europe Thought for the Month— Perception versus Measurement

I.e. Europe Research Update—RISC Architecture

I.e. Europe Research Update—^A RISC-less Approach

I.e. Europe Thought for the Month— SateUites

I.e. Europe Research Update— Managing the Mergers


I.e. Europe Research Update—South Korean Companies


Standard Logic Is at Life's Crossroads


I.e. Europe Research Update—^The Tigers Prepare for Graduation

The EEC Rules on "Made in Europe"—Article 5 No. 802/68 Analyzed

I.e. Europe Thought for the Month— Regional Aid Policy

Date

1988-09

June 1988

1989-28

March 1988

April 1988

April 1989

August 1988

June 1988

1988-27

October 1989

October 1988

1988-15

1988-27

March 1988

1989-02

April 1989 ,


©1990 Dataquest Incoiporated February

Newsletter Index

Subject

Tariffs (Continued)

TI

Trade Issues

U.K. Markets

UNIX

Users

USSR

Venture Capital

Vertical Integration

Wafer Fabrication

Newsletter

I.e. Europe Thought for the Month— European Semiconductor Supply

Hitachi and TI Share the Risk: The 16Mb DRAM Agreement


International Semiconductor Trade Issues—^Dominance, Dependence, and Future Issues

The EEC Rules on "Made in Europe"—Article 5 No. 802/68 Analyzed

U.K. Semiconductor Distributors' 1987 Revenue

Europe—A Healthy Marketplace for UNIX

I.e. Europe Thought for the Month— Users Erupt against DRAM Proposals

I.e. Europe Thought for the Month— An Era of Glasnost and Perestroika

I.e. Europe Thought for the Month— Changing Role of Equity in Europe

I.e. Europe Thought for the Month— Forward Vertical Integration

Closing the Gap: Will Japan Become the World's Largest Producer of Fab Equipment?

Date

July 1989

1989-03

February 1989

1989-18

1989-02

1988-10

1989-06

September 1989

March 1989

October 1989

August 1989

1989-24

10 ©1990 Dataquest Incorporated February ESIS Volume m 0006458

CD O

1.1 Benelux Economic Overview

Key ecorK>mic highlights of the three Benelux countries are outlined as follows. Tables 1 tta-ough 3 give the details of the main economic indicators for Belgium, the Netherlands and Luxembourg, respectively.

• Belgium

Belgium's 1988 economic growth of more than 4 percent surpassed e3q)ectations, but is forecast to slow steadily.

Investment was particularly buoyant in 1988 and should remain the most dynamic component of domestic demand due to the favorable economic environment. Private consumption increased in 1988 due to increased real disposable income. Inflation is anticipated to increase by 3.0 percent in 1989 compared with only 1.2 percent in 1988.

The unemployment rate is projected to fall slightly due to improved employment p'ospects.

Market share losses were reduced in the export economy, which led to an increased current account surplus of $3.16 million in 1988. But in 1989 and 1990, despite improved international competitiveness, the surplus should be slightly lower due to higher import than export growth.

• Netherlands

The Netherlands economic growth rate in 1989 and 1990 is expected to be between 3.0 and 3.5 percent per annum. This will depend on world trade conditions and their effect on the Dutch economy, which relies heavily on exports.

- Business investment has been buoyant and is expected to continue growing in 1989, but is forecast to grow only slightly in 1990.

- Private consumption is forecast to continue to grow in 1989 and 1990 due to tax cuts and lower social security contributions.

All labor costs are forecast to decline slightly; however, wages are still among the highest in the European Community (EC).

The inflation rate currrently is the lowest in Organization of Economic Cooperation and Development (OECD) Europe but will continue to increase in 1989 and 1990.

Unemployment continues to be high, but the Netherlands has created more jobs in recent years than most EC countries.

ESIS Volume I © 1989 Dataquest Incorporated September 1.1-1 0004752

1.1 Benelux Economic Overview

Strong export growth is a dominant factor in the improved economic performance. The current account of the balance of payments is expected to show a lower surplus in 1989 than in 1988 due to lower export growth. But in 1990, the surplus is forecast to increase due to higher export than import growth.

Luxembourg

Luxembourg's economic growth in 1988 was more than the OECD average of 4.1 percent due to unexpected strong demand for steel and continued prosperity in the banking and financial sector. In 1989 and 1990, growth rates are expected to be much lower.

Exports provided a strong boost to economic activity in 1988 but are forecast to slow down, leading to lower GDP growth in 1989 and 1990. Private consumption is projected to remain strong with annual growth rates of more than 3 percent.

Investment is expected to increase more in 1989 than in 1988. Inflation is under control with one of the lowest rates in the OECD. Employment levels should continue to rise, which will keep the unemployment rate at one of the lowest levels in the OECD.

1,1-2 © 1989 Dataquest Incorporated September ESIS Volume I 0004752

LI Benelux Economic Overviev ^

Table 1

Belgium £axK>mic Indicates^ (Billions of Belgium FraiKs)

gcoBomic iBflics tPFjg,

GDP Current Prices

GDP/Per Capita

Gross Fixed Investment

Private Consumption

Unit Labor Costs in the Business Sector

Productivity

Industrial Production

Inflation

Unemployment (% of Labor Force)

Exports (Merchandise)

Exports of Goods/Services

Imports (Merchandise)

Imports of Goods/Services

Balance of Payments Belgium and Luxembourg (BLEU)

Exports/GDP

Exchange Rate (BFr/$)

1987

5,323

0.54

848

3,446

0.5%*

N/A

2.1%*

2.0%

11.1%

2,842

N/A

2,847

N/A

109

53.4%

37.34

1988

4.2%*

N/A

13.7%*

2.5%*

(0.2%)*

N/A

5.4%*

1.2%

10.0%

N/A

8.9%*

N/A

8.7%*

114

N/A

36.77

19?9

3.3%*

N/A

8.3%*

2.8%*

1.8%*

N/A

4.0%*

3.0%

9.5%

N/A

6.5%*

N/A

6.8%*

106

N/A

38.69

3,990

2.8%*

N/A

4.3%*

2.8%*

2.3%*

N/A

3.3%*

2.5%

9.0%

N/A

6.0%*

N/A

6.3%*

106

N/A

38.69

N/A s Not Available *Percentage of growth from the previous year.

Sources: OECD Financial Times Survey Dataquest September 1989


© 1989 Dataquest Incorporated September 1.1-3

1.1 Benelux Economic Overviev*

Table 2

Netherlands Ecom>niic Indicators (Billions of Guildo^)

Economic Indicators

GDP Current Prices

GDP/Per Capita


Private Consttmption


Productivity


Inflation




Balance of Payments

Exports/GDP

Exchange Rate (Gld/US$l)

im 432.00

0.03

88.00

263.00

1.3%*

N/A

0.8%*

(0.3%)

(8.7%)

227.00

215.00

12.00

52.0%

2.03

1988

2.7%*

N/A

7.9%*

2.1%*

(0.4%)*

1.8%*

2.7%*

0.8%

(8.3%)

7.5%*

7.3%*

11.00

N/A

1.98

1989

3.3%*

N/A

6.0%*

3.3%*

(0.8%)*

1.5%*

3.5%*

2.0%

8.0%

5.3%*

6.5%*

7.00

N/A

2.09

1990

3.0%

N/A

1.3%*

3.0%*

(0.5%)*

N/A

3.0%*

2.8%

8.0%

5.5%*

4.8%*

10.00

N/A

2.09

N/A s Not Available *Percentage of growth from the previous year,

Sources: OECD Financial Times Survey Dataquest September 1989

1.1-4 © 1989 Dataquest Incorporated September ESIS Volume I 0004752

1.1 Benelux Economic Overview^

Table 3

Luxembourg EoHiomic locScators (Billi(»is of Li0cemboui Francs)

Economic Indicators

GDP Current Prices

GDP/Per Capita


Private Consumption


Productivity


Inflation




Balance of Payments

Exports/GDP

Exchange Rate (LFr/US$l)

2M1

2 2 4 . 0 0

0 . 5 9

5 1 . 0 0

1 3 2 . 0 0

N/A.

N/A

0.3%*

2.9%

1.6%

1 6 6 . 0 0

1 8 0 . 0 0

1 0 9 . 0 0

74.0%

3 7 . 3 4

1988

5.2%*

N/A

3.0%*

3.2%*

N/A

N/A

10.0%*

1.4%

1.4%

7.9%*

6.9%*

1 1 4 . 0 0

N/A

3 6 . 7 7

1999

3.5%*

N/A

4.0%*

3.5%*

N/A

N/A

4.5%*

2.8%

1.3%

5.5%*

5.3%*

1 0 6 . 0 0

N/A

3 8 . 6 9

ism 2.8%*

N/A

3.3%*

3.3%*

N/A

N/A

2.5%*

2.5%

1.5%

4.5%*

4.5%*

1 0 6 . 0 0

N/A

3 8 . 6 9

N/A = Not Available •Percentage of growth from the previous year.

Sources: OECD Financial Times Survey Dataquest . September 1989



1.2 Benelux Semiconductor Device Markets

INTRODUCTION

Dataquest's European Semiconductor Industry Service analyzes the following semiconductor device markets in Benelux:

Total semiconductor

Total IC

Bipolar digital IC

MOSIC

Linear IC

Total discrete

Transistor

Diode

Thyristor

Other discrete

Total optoelectronic

LED lamp

LED display

Optical coupler

Other optoelectronic

Tables 1.2-1 (a) and 0>) show Dataquest's estimates of Benelux semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Introduction to the Service" in Volumes I, II, and III.




Table 1.2-1 (a)

Estimated Benelux Semicxuiductor Consumption History (Millions of Gulden)

Total Semiconductor

Total IC

Total Discrete

Total Optoelectronic

Exchange Rate (F/US$)

1982 1993 1984 -995 1986 1987 1988

F 490 F 596 F 984 F 1,009 F 784 F 825 F 998

F 311 F 427 F 762 F 780 F 601 F 623 F 732

Bipolar TTL ECL

Bipolar Memory Logic

MOS NMOS CMOS BiCMOS Other IC

MOS Memory Micro Logic

Linear Monolithic Hybrid

69 64 5

69 16 53

150 102 35 0 13

150 75 27 48

93 93 0

89 80 9

89 21 68

225 150 66 0 9

225 108 43 74

112 112 0

151 135 16

151 29 122

440 302 132 0 6

440 209 96 135

171 171 0

156 139 17

156 36 120

428 272 153 0 3

428 162 110 156

196 196 0

113 102 11

113 26 87

336 195 139 0 2

336 123 85 128

152 152 0

87 67 20

87 10 77

374 185 183 4 2

374 86 130 158

162 154 8

89 70 19

89 8 81

423 169 251 3 0

423 143 145 135

220 204 16

F 155 F 140 F 180 F 186 F 143 F 166 F 211

F 24 F 29 F 42 F 43 F 40 F 36 F 55

2.67 2.85 3.21 3.32 2.17 2.03 1.98

Note: Columns may not add to totals shown because of rounding.

Source: Dataquest September 1989



Table 1.2-l(b)

Estimated Beneliix SemiconductOT Consumption Forecast (Millions of Gulden)

IMS. 1999 3.99Q 1991 2M1 1993 1994

Total Semiconductor F 998 F 1,176 F 1,239 F 1,409 F 1,756 F 2,081 F 2,243

Total IC F 732 F 895 F 959 F 1,123 F 1,418 F 1,706 F 1,821

Bipolar TTL ECL





Total Discrete


Exchange Rate (F/US$1)

89 70 19

89 8

81

423 169 251 3 0

423 143 145 135

220 204 16

F 211 F

F 55 F

1.98

93 73 20

93 8

85

559 204 348

7 0

559 211 172 176

243 226 17

232 F

49 F

2.10

88 67 21

88 8

80

611 203 396 12 0

611 237 180 194

260 244 16

237 F

43 F

2.10

95 71 24

-95 8

87

729 215 493 21 0

729 281 217 231

299 284 15

258 F

28 F

2.10

99 73 26

99 8

91

961 239 679 43 0

961 360 300 301

358 344 14

304 F

34 F

2.10

107 80 27

107 7

100

1,184 256 855 73 0

1,184 490 352 342

415 402 13

335 F

40 F

2.10

119 87 32

119 7

112

1,260 272 898 90 0

1,260 494 410 356

442 430 12

343

79

2.10

Note: Colximns may not add to totals shown because o£ rounding.

Source; Dataquest September 1989


1.2.2 Benelux Digital MOS ICs

BENELUX MOS CONSUMPTION

DATAQUEST's estimates for Benelux MOS consumption by technology and function for 1978 through 1983 are given in Table 1.2.2-l(a). Our forecast for Benelux MOS consumption for 1984 through 1989 and 1994 is shown in Table 1.2.2-l(b).

Table 1.2.2-1(a)

ESTIMATED BENELUX MOS CONSUMPTK^ HISTORY (Millions of Dollars)

Total MOS

1978

33

1980

68

1981

51

1982

56

1983

79

Technology NMOS PMOS CMOS

22 5 6

32 7 8

48 7 13

35 5 11

38 5 13

53 3 23

Function Memory Microprocessor Logic

16 5 12

22 8 17

33 11 24

24 9 18

28 10 18

38 15 26

Source: DATAQUEST September 1984

ESIS Volume I e 1984 Dataquest Incorporated Oct. 10 ed. 1.2.2-1


Table 1.2.2-1(b)

ESTIMATED BENELUX MOS CONSUMPTION FORECAST (Millions of Dollars)

Total HOS

Technology t040S PMOS CMOS


1983

79

53 3 23

38 15 26

1984

110

73 2 35

50 23 37

1985

152

97 X 54

65 36 51

1986

182

105 1 76

74 45 63

1987

200

100 0

100

79 52 69

1988

250

110 0

140

97 68 85

Source:

1989

335

129 0

206

125 95 115

DATAQUEST September

1994

947

296 0

651

300 327 320

1984

Figure 1.2.2-1 shows DATAQUEST's estimates for MOS consumption growth in Benelux for 1979 through 1989. From 1984 through 1989, we project a compound annual growth rate (CAGR) of 24.9 percent.

Figures 1.2.2-2 and 1.2.2-3 show DATAQUEST estimates for Benelux MOS consumption by technology and function, respectively, for 1978 through 1989.

1.2.2-2 e 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I

1.2.2 Benelux Digital MPS ICs

Figure 1.2.2-1

ESTIMATED BENELUX HOS CONSIMPTION GROWTH (Percent Change in Dollars over Previous Year)

50%

40 —

30 —

20 —

10 —

0 •

-10 —

-20 —

-30 1 1 1 1 1 1 1 1 1 1 r 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989


ESIS Volume I O 1984 Dataquest Incorporated Oct. 10 ed. 1.2.2-3


Figure 1.2.2-2

ESTIMATED BENELUX MOS CONSUMPTION BY TECHNOLOGY (Million of Dollars)

200-

180-

160-

140 —

120-

100-

80-

6 0 -

4 0 -

^ 2 0 -

^ 0 —

IE

£ ^

7B 1 1

1980 1

1982

• ^ ^-'

^

( I 1984

•

•

-T-

• ^ ^ y

T 1986

1

/ / / / / / / /

/ > / / / ^ ^

1 1 1988

CMOS

NM05

PMOS

Figure 1.2.2-3

Source: OATAOUEST September 1984

ESTIMATED BENELUX MOS CONSUMPTION BY FUNCTION (Millions of Dollars)

$130-

Microprocessor

Source: OATAOUEST September 1984

1.2.2-4 C 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I

1.5 Benelux Plant Locations

The map on page 1.5-3 shows plant locations for semiconductor manufacturers in the Benelux countries. The map key on page 1.5-2 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.


Ul I

Ni

Belgian Plant Locations

Company Town Map

j teterence Products Manufacturing Fab Test flss

©

m CO 00

c 3

N) K-l

Mietec Oudenaarde Custom MOS, BiCMOS

CO ^O

o (U r+ CU

c ft (A

8 O "1 r+ rc a CO

ro r+

n 3 cr a> -1

Netherlands Plant Locations

Company

Philips Philips Philips

Town

Eindhoven Nijmegan StadsKanaal

Map Reference

B C D

Manufacturing Products

BPD, dis, linear, MOS LSI, opto BPD, dis, linear, MOS LSI Discretes, opto

Fab Test

X X X X

X

Source:

Ass

X

Dat Sep

1.5 Benelux Plant Locations

LUXEMBOURG



1.6 Benelux Design Service Locations

Table 1.6-1 lists semiconductor design service locations for all Benelux countries. Each company entry shows the major products designed at each site for both merchant and captive manufactm-ers and identifies the class of service provided. The locations can be divided into three sections, which Dataquest identifies as follows:

• Category A: Design Centers

- A full design center has all the hardware and software design tools, in addition to engineering resources, necessary to design standard products as well as ASICs.

- Design centers are the domain of semiconductor manufacturers, although the semiconductors produced may be for merchant or captive consumption.

• Category B: Design Service Locations

- A design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. By far the majority of design service locations are used for designing ASIC gate arrays for cell-based ICs (CBICs).

- Most design service locations are owned by semiconductor vendors that rent workstation time to customers for a fee; however, some of the larger OEMs have invested in their own facilities for internal design groups (e.g.. Bull, Lucas, MBB, and Olivetti). Essentially, these are captive design service locations.

• Category C: Independent Design Service Locations

- An independent design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. However, the location is owned by a third party independent of semiconductor vendors and is not dedicated to a specific OEM.

- Third-party design services provide training and rent workstation time for ASIC gate array and CBIC design. They tend to support several vendors' ASIC products.

ESIS Volume I ©1990 Dataquest Inccnporated June 1.6-1 0007408 Reference material—will not be republished

1.6 Benelux Design Service Locations

Table 1.6-1

Benelux Semiconductor Design Service Locations

Company Location

Belgian Semiconductor Design Service Locations Harris Semiconductor ITT (BTM) Mietec Plessey

Netherlands Semiconductor Design Service Locations European Silicon

Structures LSI Logic NEC Philips PDT-Pynenburg Sierra Semiconductor

'Code M = Merchant C = Captive

Brussels Antwerp Brussels Brussels

Amsterdam Oss Eindhoven Eindhoven To Be Announced S-Hertogenbosch

^Product Category

Code*

M C M M

M M M M M M

1 = Standard integrated circuits

2 = Custom circuits 3 = Standard cells 4 = Gate arrays 5 = Discretes and

optoelectronics

1

X

X

X

Product Category* 2

X X X

X

X

X

3

X

X X

X X X X X X

'TVpe

A B C

L ^ ~

1 ^

4

X

X

X X X X

J of

5

X

X

lype of Design Service*

A

X

X

X

X

Design Design Design

B C

X

X

X X

X X

Service center service

Independent service

design locations

Souice: Dataqueit (June 1990)

1.6-2 ©1990 Dataquest Incorporated June Reference material—will not be Tq>ublished


2.1 France Economic Overview

Highlights of the French economy include the following:

The French economy is showing its best growth rates in more than a decade, with strong business investment and growth of unit labor costs under control.

Real wage growth should remain moderate. Increases in unit labor costs could be among the lowest of all OECD countries.

Inflation could stabilize at around 2.5 percent.

Highly favorable profit developments should support a marked acceleration in corporate investment which will continue into 1989.

Unemployment will rise because economic growth is not sufficient to absorb the expected increases in the supply of labor.

Wage restraints and low inflation should improve external competitiveness.

Table 1 gives details of the main French economic indicators.

Table 1

French Ecoimmic Indicators (BillioiM of Francs except GDP/Per Capita Data)

Economic Indicators

GDP

GDP/Per Capita

Investment (Business)

Private Consumption

At Market Prices Unit Labor Costs

Productivity


Inflation

1987

FFr 5,289

FFr 95,073

FFr 582

FFr 3,127

1.8%*

1.8%*

FFr 3,239

3.0%

1988

3.5%*

N/A

9.3%*

2.5%*

1.3%*

1.8%*

5.0%*

2.5%

1989

3.0%*

N/A

7.5%*

2.5%*

1.0%*

1.8%*

4.3%*

2.5%

1990

2.5%*

N/A

5.3%*

2.0%*

1.3%*

1.8%*

3.3%*

2.3%

(Continued)


© 1989 Dataquest Incorporated February 2.1-1

2.1 France Economic Overview^

Table 1 (Continued)

French Economic Indicators (Billions of Francs except GDP/Per Capita Data)

Economic Indicators 1987 1988 1999 1990

Unemployment (Percent of Labor Force) 10.2% 10.3% 10.5% 10.8%

Exports FFr 832 FFr 951 FFr 1,029 FFr 1,132

Imports FFr 888 FFr 1,005 FFr 1,084 FFr 1,186

Trade Balance Deficit (FFr 55) (FFr 54) (FFr 54) (FFr 54)

Current Account Balance of Payments (FFr 7) (FFr 36) (FFr 36) (FFr 30)

Percent Exports/GDP 16.9% N/A N/A N/A

Exchange Rate (FFr/US$) 6.01 6.02 6.02 6.02

N/A = Not Available *Percentage growth from previous year

Source: OECD Dataquest February 1989

2.1-2 © 1989 Dataquest Incorporated February ESIS Volume I 0003055

2.2 French Semiconductor Device Markets

INTRODUCTION

Dataquest's European Semiconductor Industry Service analyzes the following semiconductor device markets in France:

Total semiconductor

Total IC

Bipolar digital IC

MOSIC

LinearIC

Total discrete

Transistor

Diode

Thyristor

Other discrete


LED lamp

LED display

Optical coupler


Tables 2.2-1 (a) and (b) show Dataquest's estimates of French semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Introduction to the Service" in Volumes I, II, and III.




Table 2.2-l(a)

Estimated French Semiconductor Consumption History (Millions of Francs)

Total Semiconductor

Total IC

Bipolar TTL ECL


HOS NMOS CMOS BiCHOS Other IC



Total Discrete


Exchange Rate (FFr/US$l)

PFr

FFr

FFr

FFr

1982

4,043

2,709

592 539 53

592 138 454

1,288 887 289 0

112

1,288 638 230 420

'829 829 0

1,124

210

6.57

FPr

FFr

FFr

FFr

1983

4,460

3,194

663 617 46

663 145 518

1,684 1,127 488 0 69

1,684 800 328 556

846 846 0

1,022

244

7.62

FFr

FFr

FFr

FFr

1984

6,029

4,544

909 830 79

909 192 717

2,606 1,776

778 0 52

2,606 1,242 577 787

1,031 1,031

0

1,206

279

8.74

FFr

FPr

FPr

PFr

1985

6,029

4,519

907 817 90

907 207 700

2,479 1,565 889 0 27

2,479 961 611 907

1,133 1,113

0

1,213

297

8.98

FPr

FPr

FFr

FFr

1986

5,543

4,090

789 706 83

789 180 609

2,270 1,294 962 0 14

2,270 837 567 866

1,031 1,031

0

1,142

311

6.92

FPr

FPr

FFr

PFr

1987

5,649

4,303

655 511 144

655 78 577

2,536 1,310 1,190

24 12

2,536 757 763

1,016

1,112 1,058

54

1,112

234

6.01

FFr

FPr

FFr

PFr

1988

7,212

5,828

686 563 123

686 62 624

3,765 1,583 2,077

47 58

3,765 1,391 1,083 1,291

1,377 1,276 101

1,166

218

5.96





Table 2.2-l(b)

Estimated French Semiconductor Consumption F(»'ecast (Millions of Francs)

Total Semiconductor

Total IC

Bipolar TIL ECL


HOS

tmos CMOS BiCMOS Other IC



Total Discrete

Tbtal Optoelectronic

Exchange Sate (FFr/US$l

FPr

FFr

PFr

PFr

1988

7,212

5,828

686 563 123

686 62 624

3,765 1,583 2,077

47 58

3,765 1,391 1,083 1,291

1,377 1,276 101

1,166

218

5.96

FPr

PFr

FPr

FFr

1989

8,587

7,092

718 586 132

718 62 654

4,855 1,900 2,825

93 37

4,855 1,920 1,257 1,678

1,519 1,415 104

1,274

221

6.33

FPr

FPr

BTr

PFr

1990

9,072

7,560

685 550 135

685 57 628

5,254 1,923 3,134 172 25

5,254 2,108 1,329 1,817

1,621 1,521 100

1,301

211

6.33

1991

FFr

FPr

FFr

PFr

10,357

8,688

732 377 155

732 63 669

6,094 1,981 3,783 310 20

6,094 2,510 1,515 2,069

1,862 1,767

95

1,410

259

6.33

1992

FFr

FFr

PPr

FPr

13,154

11,169

803 627 176

803 64 739

8,125 2,175 5,392 545 13

8,125 3,289 2,099 2,737

2,241 2,152

89

1,668

317

6.33

1993

PFr

FFr

PFr

PFr

15,599

13,455

881 681 200

881 62 819

9,961 2,412 6,604 937 8

9,961 4,437 2,445 3,079

2,613 2,528

85

1,783

361

6.33

1994

FFr

FFr

FFr

FPr

17,224

15,009

918 708 210

918 56 862

11,341 2,608 7,471 1,256

6

11,341 4,707 3,096 3,538

2,750 2,673

77

1,864

351

6.33





2.2.2 French Digital MOS ICs

FRENCH MOS CONSUMPTION

DATAQUEST's estimates for French MOS consumption by technology and function for 1978 through 1983 are given in Table 2.2.2-l(a). Our forecast for French MOS consumption for 1984 through 1989 and 1994 is shown in Table 2.2.2-l(b).

Table 2.2.2-1(a)

ESTIMATED FRENCH MOS CONSUMPTION HISTORY (Millions of Francs)

Total MOS


1978

473

320 72 81

1979

672

451 98 123

1980

999

698 106 195

1981

1,015

700 98 217

1982

1,288

887 112 289

1983

1,685

1,128 69 488


225 315 72 102 176 255

479 488 638 801 165 174 230 328 355 353 420 556




Table 2.2.2-1(b)

ESTIMATED FRENCH MOS CONSUMPTION FORECAST (Millions of Francs)

1983 1984 1985 1986 1987 1988 1989 1994

Total MOS


1,685 2,408 3,428 4,236 4,778 6,157 8,428 26,761

1,128 1,600 2,179 2,461 2,385 2,705 3,254 8,443 .69 38 30 15 8 0 0 0 488 770 1,219 1,760 2,385 3,452 5,174 18,318


801 1,097 1,463 1,744 1,890 2,378 3,148 8,397 328 511 808 1,052 1,250 1,676 2,400 9,350 556 800 1,157 1,440 1,638 2,103 2,880 9,014


Figure 2.2.2-1 shows DATAQUEST's estimates for MOS consumption growth in France for 1979 through 1989. From 1984 through 1989 we project a compound annual growth rate (CAGR) of 28.5 percent.

Figures 2.2.2-2 and 2.2.2-3 show DATAQUEST estimates for French MOS consumption by technology and function, respectively, for 1978 through 1989.

2.2.2-2 © 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I

2.2.2 French Digital MPS ICs

Figure 2.2.2-1

ESTIMATED FRENCH MOS CONSUMPTION GROWTH (Percent Change in Francs over Previous Year)

SQiM)

4 0 -

30 —

2 0 -

10 -

1 1 1 1 1 1 1 \ 1 I T 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989




Figure 2.2.2-2

ESTIMATED FRENCH MOS CONSUMPTION BY TECHNOLOGY (Millions of Francs)

FFr6,000 -

S .OO0-

4 , 0 0 0 -

3 , 0 0 0 -

2 , 0 0 0 -

1,000 —

—T" I T A n Z - . '

i 1

^ - '

1 ' " T '

j i * ^ y

" f ~ T

/ /

1 /

/ /

/ / y

/ j / ^

1

CMOS

NMOS

PMOS

Soum: OATAOUEST $.pt«nber 1984

Figure 2.2.2-3

ESTIMATED FRENCH MOS CONSUMPTION BY FUNCTION (Millions of Francs)

FFr6,000

5 , 0 0 0 -

4 , 0 0 0 -

3 , 0 0 0 -

Z.OOO-

1 , 0 0 0 -

Memory

Logic

Microprocessor

Sourcs: DATAQUEST Swiwnber 1984


2.5 French Plant Locations

The map on page 2.5-3 shows plant locations for semiconductor manufacturers in France. The map key on page 2.5-2 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.


i/1 I lO

©

00 V£)

D cu <-f

0) ja c fD c/i 3 o o

• a o >-» o> r+ fD

a CO fD •a i - f fD 3 cr fD 1

Company

ES2 IBM ITT Mdtrd^Haxris Motorola Philips MicEowavi SGS-Thomson SGS-Thorn son SGS-Thomson SGS-Thornson SGS-Thomson Texas InstEuwiifffeB Texet

Town

Rousaet Co r be i 1-Es sooiiea: Colmar Nantes Toulouse Caen Grenoble h a x e v i l l e / N n n ^ Rennes RoLisset Tours VI lleneuvtH£«^j£vfi.<i Nice

Map Reference

G A B C D F I L N G K P P

French Plant Locations

Products

Custom cell-based LSI MOS LSI, bipolar BPB, discretes, MOS LSI MOS LSI, linear, BPD BPD, discretes, linear BPD, MOS LSI, discretes, linear, opto, GaAs Bipolar aersicustom, custom Bipolar (24 pin and over) Discretes, linear MOS LSI, memory, micro Discretes CuEtCHn LSI, MOS LSI Discretes

Manufac Design

X X

X X X X

X X

X

Source

• •

n o o it^ lO N> W

m ( / I l - H

l / l

<: o r. B n> 1—1


(Page intentionally left blank)


2.6 French Design Service Locations

Table 2.6-1 lists semiconductor design service locations for all of France. Each company entry shows the major products designed at each site for both merchant and captive manufacturers and identifies the class of service provided. The locations can be divided into three categories, which Dataquest identifies as follows:

• Category A: Design Center


- Design centers are the domain of semiconductor manufacturers, although the semiconductors produced may be for merchant or cs^tive consumption.


- A design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. By far tiie majority of design service locations are used for designing ASIC gate airays for cell-based ICs (CBICs).

- Most design service locations are owned by semiconductor vendors that rent workstation time to customers for a fee; however, some of the larger OEMs have invested in tiieir own facilities for internal design groups (e.g.. Bull, Lucas, MBB, and Olivetti). Essentially, these are captive design service locations.




ESIS Volume I <D1990 Dataquest Incorporated June 2.6-1 0007409 Refetence material—will not be rqwUished


Table 2.6-1

French Semiconductor Design Service Locations

Company Location Code*

AMCC ATAC Diffusion Auris Austria Mikro Systeme Bull SA California Devices Cetehor Cetia Compugraph Cotec Dolphin Integration Electronique Lyonnaise European Silicon

Structures Fujitsu Harris Semiconductor IBM IMI Intel LSI Logic LTC Mastair Matra-Harris Matra-Harris Merlin Gerin Mietec Milil Morari Motorola Motorola NEC Newtek Philips (RTC) Philips (RTC) Plessey/Ferranti S2PI

Orsay Sevres Grenoble Paris Clayes-Sous-Bois Paris Besancon Les-Ullis Toulon Trappes Bordeaux Grenoble Lyon

Paris Paris Paris Bordeaux Paris Paris Boulogne Paris To Be Announced Nantes Paris Grenoble Paris Rimgis Monq)ellier Paris Toulouse Paris Bordeaux Caen Cedex Paris Paris Palaiseau

M M M M C M M M M M M M

M M M C M M M C M M M M M M M M M M M M M M M

X

X X

X

Product Category* 2 3 4 f

X X

X X X X X X

X

X X X X

X X X

X X X X

X X

X X X

X X

X X X X X X X X X

X X

X

X

X X X

X

Tfpe of Design Service^

; A B c

X X X

X X X

X X X X X X

X X X

X X X X

X X

2.6-2 ®1990 Dataquest Incoiparated June Reference material—will not be iqnddished

X

X X

X

X

X X X X X X X X X X

X X X X X X X X X X X

X

X

X

X

X

X X

X

X

X

X

X

X X

X

X (CoQtbiued)

ESIS Votume I 0007409


T^ble 2.6-1 (Continued)

French Semiconductor Design Service Locations

Company

Sagem SDMF SGS-Thomson SGS-Thomson SGS-Thomson—1ST Siemens Sigrid Sorep Sorep Sorep Sysmic Systems Sud Telle Alcatel Texas Instruments Texas Instruments Texet Thomson-CSF Thomson-CSF Thomson-CSF Thomson-CSF Thomson-CSF Thomson-CSF Toshiba TRW UCI-Alcatel VLSI Technology

'Code

M = Merchant C = Captive

Source: Dtfaqucft (Tune 1990)

Location

Paris Rungis Grenoble Rennes Paris Paris Les Ullis Grenoble Les Ullis Rennes Aix-En-Provence Toulouse Strasbourg Velizy Villeneuve-Loubet Nice Aix-en-Provence Grenoble Rousset Saint Egreve Tours Velizy Paris Bordeaux-Lac Les Ullis Paris

^Product Category

Code*

M M M M M M M M M M M M C M M M M M M M M M M M M M



optoelectronics

1

X

X X X X

Product Category* 2

X X X

X X X X

X

X

X X X

X X

3

X X X X X X

X X X X X X X X

X

X X

X X

"TVpe

A = E t = C =

4

X X X X X X

X X X X X X X X

X

X X

X X

: of

5

X X X

X

X

'I>pe of Design Service'

A

X X

X

X X

Design

I>esign Design

B C

X X

X

X X X X X X

X X

X X

X X X X X X X

Service

center service

Independent design service locations

ESIS Vdume I 0007409

®1S)90 Dataquest bicoiporated June KefcKoce matenal—wOl DM be rqmUidied

2.6-3

3.1 Italy Economic Overview

Highlights on the Italian economy are as follows:

• Italy's economy is expected to show lower growth rates in 1989 and 1990, but investment will remain buoyant.

• Private consumption no longer will be boosted by exceptional increases in real wages.

« Unemployment is expected to increase only slightly in 1990.

• Italy's inflation rate is forecast to remain above that of most of its major trading partners.

• Italy continued to have a large public sector deficit of 11 percent of the GDP in 1988. The public debt equals the country's GDP. The Italian economy cannot sustain such high deficits without pushing up real interest rates and Italy's interest rates already are among the highest in Europe.

Table 1 gives details of the major Italian economic indicators.

Table 1

Italian Ec(»K)mic Indicators (Billions of Lira except GDP/Per Capita Data)

Economic Indicators

Real GDP

GDP/Per Capita

1987

Lit 973,944

Lit 17.0mn

1988

3.8%*

N/A

1989

3.5%*

N/A

1990

2.8%*

N/A

Gross Fixed Capital Formation Lit 213,515 7.5%* 6.0%* 5.3%*

Private Constimption at Market Prices

Unit Labor Costs

Productivity


Inflation

Lit 666<

5.5%*

1.6%*

4.0%*

4.8%

.358 4.0%*

3.8%*

1.6%*

4.5%*

5.0%

3.5%*

4.3%

1.6%*

4.0%*

4.3%

3.0%*

4.3%*

1.6%*

3.0%*

4.0%

(Continued)



3.1 Italy Economic Overview

Table 1 (Continued)

Italian Economic Indicators (Billions of Lira)

Economic Indicators

Unemployment (Percent of Labor Force)

Exports

Imports

Trade Balance Deficit

Current Account Balance of Payments

Percent Exports/GDP

Exchange Rate (Lira/US$)

1987

.0%

1988

11.3%

1989

11.3%

1990

11.5%

Lit 150,336 Lit 164,975 Lit 174,214 Lit 190,051

Lit 150,300 Lit 168,934 Lit 180,813 Lit 196,650

Lit 36 (Lit 3,959) (Lit 6,599) (Lit 6,599)

(Lit 907) (Lit 5,279) (Lit 7,919) (Lit 7,919)

15% N/A N/A N/A

1,296.0 1,319.8 1,319.8 1,319.8

N/A = Not Available *Percentage growth from previous year

Source: OECD Dataquest February 1989


3.2 Italian Semiconductor Device Markets

INTRODUCTION

Dataquest's European Semiconductor Industry Service analyzes the following semiconductor device markets in Italy:

Total semiconductor

Total IC

Bipolar digital IC

MOSIC

Linear IC

Total discrete

Transistor

Diode

Thyristor

Other discrete


LED lamp

LED display

Optical coupler


Tables 3.2-l(a) and (b) show Dataquest's estimates of Italian semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Introduction to the Service" in Volumes I, II, and III.




Table 3.2-l(a)

Estimated Italian Semiconductor Consumption History (Billions of Lira)

Total Semiconductor

Total IC

Bipolar TTL BCL


HOS NMOS CMOS BiCMOS Other IC



Total Discrete


Exchange Rate (Lit/US$l)

1982

Lit

Lit

Lit

Lit

1,

342

214

51 46 5

51 11 40

100 68 22 0

10

100 49

16 35

63 63 0

110

18

,353

1983

Lit

Lit

Lit

Lit

1,

431

275

60 43 5

60 14 46

131 89 30 0 12

131 65 23 43

84 84 0

134

22

,519

1984

Lit

Lit

>

Lit

Lit

1,

488

337

70 64 6

70 15 55

178 118 52 0 8

178 84 35 59

89 89 0

123

28

-757

1985

Lit

Lit

Lit

Lit

1,

844

646

30 16 4

30 28 102

372 254 111 0 7

372 177 83 112

144 144 0

162

36

,910

1986

Lit

Lit

Lit

Lit

1

863

660

130 117 13

130 29

101

363 229 132 0 0

363 137 92 134

167 167 0

168

35

,490

1987

Lit

Lit

Lit

Lit

1

794

602

115 103 12

115 24 91

335 191 143 0 1

335 119 86 130

152 152 0

157

35

,296

1988

Lit

Lit

Lit

Lit

1,278

1,030

103 84 19

103 10 93

728 264 442 9

13

728 327 189 211

199 184 15

209

40

1,302


Sourcet Dataquest September 1989



Table 3.2-l(b)

Estimated Italian SemioMiductor Consumption F<»'ecast (BilliCMis of Lira)

Total Semiconductor

Total IC

Bipolar TTL ECL

Bipolar Memory tiogic

HOS m«3S CMOS BiCHOS Other IC



Total Discrete


Exchange Rate (Llt/US$l}

1988

Lit

Lit

Lit

Lit

1,278

1,030

103 84 19

103 10 93

728 264 442 9

13

728 327 189 211

199 184 15

209

40

1,302

1989

Lit

Lit

Lit

Lit

1,549

1,283

107 86 21

107 100 97

958 320 612 IS 8

958 465 220 273

218 203 15

226

40

1,368

1990

Lit

Lit

>

Lit

Lit

1

1

1

,588

r319

102 81 21

102 9 93

984 333 613 33 5

984 458 222 304

233 218 15

231

38

,368

1991

Lit

Lit

Lit

Lit

1,

1,

1.

1

1,

,906

,614

108 84 24

108 10 98

,239 369 803 63 4

,239 568 282 389

267 253 14

251

41

,368

1992

Lit

Lit

Lit

Lit

2,

2.

1

1

1

1

,500

,154

120 93 27

120 10

no ,712 432 ,165 112 3

,712 774 406 532

322 309 13

296

50

,368

1993

Lit

Lit

Lit

Lit

3,

2,

2

1

2 1

1

,081

,698

134 104 31

134 10 124

,189 487 ,507 193 2

,189 ,089 487 613

375 363 12

326

57

,368

1994 -

Lit

Lit

Lit

Lit

3,

3,

2,

1,

2, 1,

1,

,435

,011

146 110 36

146 10

136

,444 465 ,734 244 1

,444 ,240 584 620

421 409 12

356

68

,368


Source: Oataquest September 1989



3.2.2 Italian Digital MOS ICs

ITALIAN MOS CONSUMPTION

DATAQUEST's estimates for Italian MOS consumption by technology and function for 1978 through 1983 are given in Table 3.2.2-2(a). Our forecast for Italian MOS consumption for 1984 through 1989 and 1994 is shown in Table 3.2.2-1(b).

Table 3.2.2-1(a)

ESTIMATED ITALIAN MOS CONSUMPTION HISTORY (Billions of Lira)

Total MOS



1978

49

33 8 8

22 8 19

1979

66

45 10 11

32 10 24

1980

95

67 10 18

45 16 34

1981

100

68 10 22

49 16 35

Source:

1982

131

89 12 30

65 23 43

DATAQUEST September

1983

178

118 8 52

84 35 59

1984

ESIS Volume I C 1984 Dataquest Incorporated Oct. 10 ed. 3.2.2-1


Table 3.2.2-1(b)

ESTIMATED ITALIAN MOS CONSUMPTION FORECAST (Billions of Lira)

Total MOS

Technology NMOS PMOS Ct«>S


1983

178

118 8 52

84 35 59

1984

255

170 5 80

115 55 85

1985

357

228 3

126

153 84 120

1986 ' 435

252 2

181

180 108 147

1987

480

240 2

238

189 125 166

1988

606

267 0

339

235 164 207

Source:

1989 1994

819 2,468

316 0

782 0

503 1,686

308 232 279

DATAQUEST September

790 840 838

1984

Figure 3.2.2-1 shows DATAQUEST's estimates for MOS consumption growth in Italy for 1979 through 1989. From 1984 through 1989, we project a compound annual growth rate (CAGR) of 26.3 percent.

Figures 3.2.2-2 and 3.2.2-3 show DATAQUEST estimates for Italian MOS consumption by technology and function, respectively, for 1978 through 1989.


3.2.2 Italian Digital MPS ICs

Figure 3.2.2-1

ESTIMATED ITALIAN IK)S CONSUMPTION GROWTH (Percent Change In Lira over Previous Year)

50%

45 —

40 —

3 5 -

30 —

25 —

20 —

15 —

10 —

5 —

1 I I 1 1 1 \ 1 \ 1 r 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989




Figure 3.2.2-2

ESTIMATED ITALIAN MOS CONSUMPTION BY TECHNOLOGY (Billions of Lira)

Liteoo

5 0 0 -

4 0 0 -

3 0 0 -

2 0 0 -

1 0 0 -

CMO$

NMOS

PMOS

Source DATAOUEST S«ptwnb«r 1984

Figure 3.2.2-3

ESTIMATED ITALIAN MOS CONSUMPTION BY FUNCTION (Billions of Lira)

Ut320

Microprocessor

Source DATAOUEST September 19S4


3.3.6 Italian Telecommunications Semiconductor Market

Italy began modernizing its telecommunications system in the 1970s by supplying telephones and telephone exchanges to expand the subscriber trunk dialing system installed at that time. In the mid-1970s, however, there was a setback when telephone orders decreased, partly due to the oil crisis and partly because of the Italian government's refusal to raise tariffs in line with inflation.

Two companies were involved in running the telecommunications sector. SIP, a state-controlled company handling most of Italy's telephone traffic, and italtel (formerly known as Sit-Siemens), a state-owned company supplying equi nnent. Both companies are subsidiaries of IRI-Stet holding company. Both companies were badly hit by the deteriorating situation as well as by their own inefficiencies at that time.

In 1981, the Italian government intervened. It reorganized SIP and Italtel, and through these companies began a vigorous catching-up process with the rest of Europe in telecommunications networks. Although Italy has fewer telephones per home, there is already a sophisticated and mature cable system installed based on a 60MHz coaxial trunk system. The Italian communication authorities are also currently installing fiber-optic cables, of which 100 kilometers were scheduled for the period 1981 to 1983.

Today there is still no coherent modernization plan in Italy. This lack makes it difficult for the telecommunications equipment suppliers to develop a supplementary product strategy, because of the potential problems in compatibility with other planned products.

One of the problems is that there are two companies running the telephone network. SIP, a concessionaire of the state, handles telephone services in cities and some trunk calls. ASST, a state-owned company under the Ministry of Posts and Telecommunications, handles most of Italy's trunk connections. The two companies must reach some kind of cooperation before development work on national data networks and equipment can continue. DATAQUEST believes this cooperation has not been achieved to date.

In the first quarter of 1983, the Italian government decided that two companies, one from the private sector (Ing. C. Olivetti & Company) and one from the public sector (Italtel) were to be responsible for a program to equip Italy with a network of time-division electronic telephone exchanges. The aim of this program is to achieve 60 percent of the

ESIS Volume I © 1983 Dataquest Incorporated Dec. 26 ed. 3.3.6-1


national total by 1986, rising to 97 percent of the national total in 1990. To attain this goal, the Italian telcommunications authority is planning to invest Lit32,000 billion during the next 10 years. Of this amount, Lit29,000 billion is destined to extend the telephone network, and Lit3,000 billion is intended to expand telex, data packet switching, and telematic services. Both the Italian parliament and the Italian Ccanmunist Party would prefer a wide range of systems rather than the two-company solution in the belief that this would create more job opportunities.

Products currently under development for the Italian telecommunications network include packet switching, distributed data processing, videotex, electronic mail, high-speed facsimile, and teleconferencing systems.

Packet- and circuit-switching techniques are currently operating through existing telegraph centers and telephone exchanges. During the 1980s these will be progressively integrated into the new electronic network exchanges.

In 1982 Italtel formed a joint venture with General Telephone and Electronics (GTE) and Telettra (subsidiary of Fiat) to market a range of Proteo telephone exchanges in Italy and in countries that do not have North American standards. The consortium is called Italcom. A second switching system is planned so that Italcom would not have a monopoly. The systan will be manufactured either by FATME (Italian subsidiary of Ericsson) or FACE Standard (Italian subsidiary of ITT).

Italtel has also set up a telematics subsidiary to manufacture equipment for data transmission, office automation, and PABXs (including fiber optics).

Olivetti, traditionally a data processing equipment supplier, is currently an important supplier of telecommunications equipment to connect offices to the outside world. PABXs are made under license frcxn Northern Telecom and Plessey.

Telettra manufactures products for office automation and private networks. Recently the company signed a cooperation agreement with Hewlett-Packard to enable Telettra to provide integrated systems for office autCHnation and telecommunications.

Figures 3.3.6-1 and 3.3.6-2 show DATAQOEST's historical and forecast estimates of Italian semiconductor consumption by telecommunications end use in millions of U.S. dollars and in billions of lire, respectively.

3.3.6-2 1983 Dataquest Incorporated Dec. 26 ed. ESIS Volume I


Figure 3.3.6-1

ESTIMATED ITALIAN SEMICONDUCTOR CONSUMPTION HISTORY AND FORECAST-TELECCaiMUNICATIONS END USE

(Millions of Dollars)

200 -^

160 -

120 -

90 -

40-

T" 1977

— I — 1979 T r-

1981 —r-1983

"T" 1985 T T"

1987

Source: DATAQUEST December 1983



Figure 3.3.6-2

ESTIMATED ITALIAN SEMICONDDCTOR CONSUMPTION HISTORY AND FORECAST-TELECC»IMUNICATIONS END USE

(Billions of Lire)

300-1

200-

100-

1977 — I — 1S79

— I — 1981 1983 1965 -nr-

1997


3.3.6-4 © 1983 Dataquest IncorE>orated Dec. 26 ed. ESIS Volume I

3.5 Italian Plant Locations

The map on page 3.5-3 shows plant locations for semiconductor manufacturers in Italy. The map key on page 3.5-2 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.


OJ In I

SJ

Italian Plant Locations

©

*sO CO VO

d 0) r+ 0>

XI c n> M 3 o o "1 •a o CD «-f n> a C/5 n> •a r+ f t 3 cr n> -1

Company

Ansaldo ITT International Mistral SGS-Thomson SGS-Thomson Semikron Siemens

Rectifier

Texas Instruments Texas Instruments

Town

Genoa Latina Turin Sermoneta Agrate Catania Borne Sulmona Avezzano Rieti

Map Reference

A B C D F G H I £ J

Company

SGS-Thomson

Town

Kirkop

Company

Iskra

Town

Trbovl je

Prod u e t a

D i s c r e t e s D i s c r e t e s D i s c r e t e s D i s c r e t e s HOS LSI, lllfiWtV Rfl EO BPD, D i s , Itmax, ^itMndard l o g i c Discretes Discretes Production Stttrtft-1 992 Discretes, ttm. Wf:

Manufacturing Act Fab Teat Aas'y

X X X X

X X X X X X X X X X

Maltese Plant Locations

Map Reference Produfetii

Discretes, IC&

Manufacturing Act Fab Teat Asa'y

Yugoslavian Plant Locations

Map Reference ProdMctg

BPD, d iae i fa tes

Manufacturing flct Fab Test Ass'y

Source: Dataque Septemb

o o o

N> ll

m C/5 t-H

l/J <; o c 3 a> •—


{v:y:>>^:; -

MALTA^.k



3.6 Italian Design Service Locations

Table 3.6-1 lists semiconductor design service locations for all of Italy. Each company entry shows the major products designed at each site for both merchant and captive manufacturers and identifies the class of service provided,






- Most design service locations are owned by semiconductor vendors that rent workstation time to customers for a fee; however, some of the larger OEMs have invested in their own facilities for internal design groups (e.g., Bull, Lucas, MBB, and OUvetti). Essentially, these are captive design service locations.




ESIS Volume I ©1990 Dataquest Incorporated June 3.6-1 0007410 Reference material—will not be republished

3.6 Italian Design Service Locations

Table 3.6-1

Italian Semiconductor Design Service Locations

Company Location Code'

AMCC Ansaldo Austria Mikro Systeme European Silicon Structures Harris Semiconductor IMI International Rectifier ITT (FACE) LSI Logic Matra-Harris Mistral Motorola National Semiconductor NEC Neohm Olivetti Philips Plessey SGS-Thomson SGS-Thomson SGS-Thomson SGS-Thomson—1ST Siemens Sierra Semiconductor Texas Instruments Texas Instruments Thomson-CSF Toshiba VLSI Technology Zeltron


Milan Genoa Milan Milan Milan Trieste Borgaro Torinese Solamo Agrate Milan Sermoneta Milan Milan Milan Turin Ivrea Milan Leini Agrate Castelletto Catania Agrate Milan Milan Rieti Milan Milan Milan Milan Campformido

^Product Category

M M M M M M M C M M M M M M M C M M M M M M M M M M M M M M



optoelectronics

Type of Product Design

Category* Service' 1 2 3 4 5 A B C

X X X X X

X X X X

X X

X X

X X X

X X X X

X X X X X X

X X

X X X X

X X X X

X X

Type A =

X X X X

X X

X X X X X X X X X X X X

X X X X X X

: of

E

X

-

X X

X

X

Design Design

X X X X X X X X

X X X X

X X X X

X X

X X X X

X

Service center

B = Design service C = Independent design

service locations

Somce: Dataqueit (Jime 1990)

3.6-2 ©1990 Dataquest Incorporated June Reference material—will not be rq)ublished


4.1 Scandinavian Economic Overview

Highlights on the four Scandinavian countries are outlined below. Tables 1 through 4 give the details of the main economic indicators for Denmark, Finland, Norway, and Sweden.

Highlights of the economic activity in the Scandinavian countries include the following:

• Denmark - The Danish economy recovered in 1989, after two years of recession, but the weak

recovery will not prevent the forecast rise in unemployment in 1990. Better growth prospects for 1991 will halt the increase in the unemployment rate, which is the highest in the region.

Growth in 1989 came entirely from exports, which should continue to rise but at a lower rate. In response to high export growth and slightly increasing domestic demand, investment is expected to rise, especially in 1991.

- Moderate wage settlements will keep increases in imit labor costs below those in the other Scandinavian countries. Inflation rates will be the lowest in the region, preventing deterioration of Denmark's competitive position.

- In spite of a positive trade balance and higher export than import growth, the current account will remain in deficit because of Wgh interest payments on the foreign debt.

• Finland

- As a result of 10 years of growth at an average annual rate of 3.5 percent, the Finnish economy is overheating. Investment expanded vigorously but will be affected adversely by high interest rates and much slower economic growth.

- A tight labor market with skill shortages and decreasing productivity is expected to lead to the highest increase in unit labor costs in the region in 1990.

- High domestic costs will erode Finland's international competitiveness further, resulting in higher import penetration and slow export growth.

Finland's cuixent account deficit is expected to increase further, to more than 4 percent of GDP in 1991.

• Norway - Norway's economy performed much better than expected. Increased production in

the oil sector and high oil prices boosted export earnings. Investment in mainland sectors decreased and is projected to decline considerably in 1990 but increase strongly in 1991.

- Wage rises are expected to be moderate, which will keep unit labor costs in line with the European average. Inflation rates are expected to be below average for OECD Europe, which should help to improve international competitiveness.

Unemployment remains high by Norway's standards. It is the second-highest rate in the region, after Denmark, but only one-half the forecast 1991 rate for Denmark.

- Buoyant energy exports in 1989 turned the current accoimt deficit into a surplus, which is expected to double by 1991.

ESIS Volume I ©1990 Dataquest Incorporated April 4.1-1 0006S82


Sweden y- Sweden's GDP growth should be well below the European average in 1991 at

0.9 percent compared with OECD Europe's rate of 2.7 percent Investment showed healthy growth in 1989 but the rate is forecast to decline considerably in 1990 and to be negative in 1991 because of higher domestic interest rates and low economic growth.

- Inflation is a major problem in Sweden. Increases in unit labor costs are expected to be twice as high as the European averages of 3.8 percent in 1990 and 3.4 percent in 1991.

- Loss of market shares and higher import versus export growth because of reduced competitiveness at home and abroad will widen the current account deficit further to approximately 3 percent of GDP in 1991.

4.1-2 ©1990 Dataquest Incorporated April ESIS Volume I 0006582

4.1 Scandinavian Economic Overvievr

Table 1

Denmark Economic Indicators (Billions of Danish Kroner)

Economic Indicators 1987 1988 1989 1990 1991

GDP (Current Prices for 1987 and 1988)

GDP/Per Capita Fixed Investment Private Consumption Unit Labor Costs (In the

Business Sector) Industrial Production Inflation—GDP Deflator (%) Unemployment Rate (Percentage

of Labor Force) Exports (Goods and Services) Imports (Goods and Services) Current Account Balance of Payments

Percent Exports/GDP Exchange Rate (DKr per US$1) N/A = Not Available

Peiceat Oiasge bom Previous Year

Millions of Kroner

692.3

132.5 374.5

9.9' (2.7)' 5.1

7.8 219.7 206.8

(20.2) 32.0 6.84

(0.4)' 14^

(6.5)' (1.1)'

2.4' 0.7' 4.9

8.6 5.3' 0.6'

(12.1) 32.0 6.73

1.4' N/A (1.1)'

0

1.1' 2.5' 4.6

9.7 6.7' 4.2'

(11.7) N/A 7.33

1.3' N/A 0.5' 1.0'

2.7' 3.5' 3.5

9.5 5.0' 3.6'

(9.5) N/A 7.33

2.0' N/A

4.1' 1.8'

2.2' 4.0' 3.4

9.2 4.6' 4.5'

' (11.7) N/A 7.33

Soiuce: OECD DaUquesI > iril 1990

ESIS Volume I ®1990 Dataquest Ihcoiporated Apil 4.1-3 0006582


Table 2

Finland Economic Indicators (Billions of Finnish Markkaa)


GDP (Current Prices for 1987) GDP/Per Capita Gross Fixed Investment Private Consumption Unit Labor Costs (In the Business Sector)

Industrial Production Inflation—GDP Deflator (%) Unemployment Rate (Percentage

of Labor Force) Exports (Goods and Services) Imports (Goods and Services) Current Account Balance of

Payments Percent Exports/GDP Exchange Rate (FMlc per US$1) N/A = Not Available 1 Peicent Qiaiige from Previous Year

2 Millions of Marklcaa

391.6 0.08' 93.3 214

4.3' 4.2' 5.2

5.1 100

97.8

(12.6) 25.0 4.4

5.2' 0.09'

8.9' 5.0'

3.6' 5.4' 6.8

4.6 3.9'

11.5'

(17.6) 25.0 4.2

4.6' N/A 11.7' 4.3'

6.6' 4.3' 7.8

3.5 2.4' 7.8'

(18.1) N/A 4.3

2.2' N/A 2.0' 3.0'

8.0' 3.0' 6.7

3.6 2.4' 3.9'

(22.4) N/A 4.3

Source

1.1' N/A (2.3)' 2.0'

5.8' 2.5' 5.8

4.1 2.7' 2.3'

(24.5) N/A 4.3

: OECD Dalaquest April 1990

4.1-4 ©1990 Dataquest Incorporated April ESIS Volume I 0006S82


Table 3

Norway Economic Indicators (Billions of Norwegian Kroner)


GDP (Current prices for 1987 GDP/Per Capita Fixed Investment Private Consumption Unit Labor Costs (In the Business Sector)

Industrial Production Inflation—GDP Deflator (%) Unemployment Rate (Percent of Labor Force)

Exports (Goods and Services) Imports (Goods and Services) Current Account Balance of Payments

Percent Exports/GDP Exchange Rate (NKr per US$1) N/A = Not Available 1 Percent Oiange from Previous Year

2,

563 0.13'

157.9 297.6'

8.9' 0.9' 6.0

2.1 200.1 211.9

(27.6) 36.0 6.7

2.3' 0.14' 4.0'

(2.3)'

6.0' 0.1' 2.9

3.2 5.9'

(2.5)'

(24.1) 36.0 6.52

5.8' N/A (6.6)' (1.9)'

0.1' 0.2' 2.3

5.1 15.0' (2.4)'

12.4 N/A 6.91

2.2' N/A

(20.6)' (1.2)'

3.8' 1.7' 3.5

4.9 3.0' 0.9'

22.1 N/A 6.91

Source

2.1' N/A 21.3* (1.8)'

3.4' 2.6' 4.0

4.6 2.7' 4.2'

24.9 N/A 6.91

: (SCD Dataqunt A{Dl 1990

Millions of Kroner

ESIS Volume I ©1990 Dataquest Incorpoiated April 4.1-5 0006582


Table 4

Sweden Economic Indicators (Billions of Swedish Kronor)


GDP (Current Prices for 1987 1,005.2 2.5' 2.1' 1.2' 0.9' and 1988)

GDP/Per Capita Fixed Investment Private Consumption Unit Labor Costs (In tlie

Business Sector) Industrial Production Inflation—GDP Deflator (%) Unemployment Rate (Percent of

Labor Force) Exports (Goods and Services) Imports (Goods and Services) Current Account Balance of Payments

Percent Exports/GDP Exchange Rage (SKr per US$1) N/A = Not Available

Peicent Change fiom Pievicus Year

MUlions of Kicoor

0.13' 190.9 526.3

5.8

2.2' 5.3 1.9

326.1 305.1

(6.7)

32.0 6.34

0.14' 5.4' 2.6' 7.4'

1.9' 6.3 1.6

3.0' 5.0'

(15.3)

36.0 6.13

N/A 8.0' 1.4' 9.0'

4.0' 7.5 1.3

4.1' 6.2'

(25.2)

N/A 6.46

N/A 1.5' 1.4' 7.6'

2.5' 8.5 1.7

3.2' 4.1'

(31.0)

N/A 6.46

Souice:

N/A (1.1)'

1.8' 7.0'

2.0' 7.5 2.0'

3.3' 4.1'

(40.7)

N/A 6.46

; Dataquest April 1990

4.1-6 ©1990 Dataquest Incorporated Apnl ESIS Volume I 0006582

4.2 Scandinavian Semiconductor Device Markets

INTRODUCTION

Dataquest's European Semiconductor Industry Service analyzes the follo\wing semiconductor device markets in Scandinavia:

Total semiconductor

Total IC

Bipolar digital IC

MOSIC

LinearIC

Total discrete

Transistor

Diode

Thyristor

Other discrete


LED lamp

LED display

Optical coupler


Tables 4.2-l(a) and (b) show Dataquest's estimates of Scandinavian semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Introduction to the Service" in Volumes I, II, and III.




Table 4.2-l(a)

Estimated Scandinavian Semiconductor Consumption Histoiy (Millions of Swedish Krona)

Total Semiconductor

Total IC

Bipolar TTL ECL


MOS NMOS CMOS BiCHOS Other IC



Total Discrete


Exchange Kate (SKr/US$l)

1982

SKr

SKr

SKr

SKr

1,439

886

195 176 19

195 44

151

421 289 94 0 38

421 208 75

138

270 270 0

477

76

6.28

SKr

SKr

SKr

SKr

1983

1,878

1,304

276 253 23

276 61 215

690 460 199 0

31

690 330 130 230

338 338 0

483

91

7.67

SKc

SKr

1

SKr

SKr

1984

3,268

2,564

496 446 50

496 91 405

1,481 1,017 447 0

17

1,481 703 331 447

587 587 0

588

116

8.27

SKr

SKr

SKr

SKr

1985

3,359

2,630

516 464 52

516 103 413

1,453 911 516 0 26

1,453 542 378 533

661 661 0

609

120

8.60

SKr

SKr

SKr

SKr

1986

3,034

2,337

435 392 43

435 100 335

1,310 748 555 0 7

1,310 470 342 498

592 592 0

569

128

7.12

SKr

SKr

SKr

SKr

1987

2,906

2,227

362 292 70

362 32 330

1,300 710 571 13 6

1,300 374 355 571

565 533 32

571

108

6.34

SKr

SKr

SKr

SKr

1988

3,831

3,106

425 352 73

425 40 385

1,920 757

1,077 27 59

1,920 662 594 664

761 696 65

595

131

6.13





Table 4.2-l(b)

Estimated Scandinavian Semiconductor Consumption Forecast (Millions of Swedish Krona)

Total Semiconductor

Total IC

Bipolar TTL ECL


MOS NNOS CMOS BICHOS Other IC



Total Discrete


exchange Rate (SKr/US$l)

1988

SKr

SKr

SKr

SKr

3,831

3,106

425 352 73

425 40 385

1,920 757

1,077 27 59

1,920 662 594 664

761-696 65

595

131

6.13

1989

SKr

SKr

SKr

SKr

4,528

3,761

435 359 76

435 41 394

2,505 912

1,502 54 37

2,505 969 689 847

821 757 64

637

130

6.36

1990

SRr

SKr

SKr

SKr

4,801

4,026

417 339 78

417 37 380

2,734 939

1,669 99 27

2,734 1,076 725 933

875 814 61

651

124

6.36

1991

SKr

SKr

SKr

SKr

5,486

4,649

404 315 89

404 41 363

3,241 981

2,064 178 18

3,241 1,284 873

1,084

1,004 946 58

707

130

6.36

1992

SKr

SKr

SRr

SKr

6,979

5,984

454 366 88

454 42 412

4,324 1,038 2,962 311 13

4,324 1,709 1,154 1,461

1,206 1,152

55

834

161

6.36

]

SKr

SKr

SRr

SKr

L993

8,217

7,125

486 382 104

486 40 446

5,233 1,026 3,663 536 8

5,233 2,282 1,330 1,621

1,406 1,354

52

906

186

6.36

1

SKr

SKr

SKr

SRr

L994

8,884

7,762

560 436 124

560 36 524

5,742 1,214 3,799 723 6

5,742 2,324 1,666 1,752

1,460 1,412

48

916

206

6.36



ESIS Volume 1 0004951


4.2.2 Scandinavian Digital MOS ICs

SCANDINAVIAN MPS CONSOMPTION

DATAQUEST's estimates for Scandinavian MOS consumption by technology and function for 1978 through 1983 are given in Table 4.2.2-l(a). Our forecast for Scandinavian MOS consumption for 1984 through 1989 and 1994 is shown in Table 4.2.2-1(b).

Table 4.2.2-1(a)

ESTIMATED SCANDINAVIAN MOS CONSUMPTION HISTOR JT (Millions of Dollars)

1978 1979 1980 1981 1982 1983

Total MOS 37 55 80 61 67 90


25 5 7

37 8 10

55 8 17

42 6 13

46 6 15

60 4 26


18 6 13

26 9 20

38 13 29

30 10 21

33 12 22

43 17 30




Table 4.2.2-1(b)

ESTIMATED SCANDINAVIAN MOS CONSUMPTION FORECAST (Millions of Dollars)

Total MOS

Technology MHOS PMOS CMOS

Function Memory Hlcropcocessoc Logic

1983

90

60 4 26

43 17 30

1984

127

85 2

40

58 27 42

1985

172

110 1

61

73 41 58

1986

203

118 1

84

83 51 69

1987

220

110 0

110

87 58 75

1988

271

119 0

152

105 74 92

Source:

1989

358

138 0

220

134 102 122

DATAQUEST September

1994

968

302 0

666

304 335 329

1984

Figure 4.2.2-1 shows DATAQOEST's estimates for MOS consumption growth in Scandinavia for 1979 through 1989. From 1984 through 1989, we project a compound annual growth rate (CAGR) of 23.0 percent.

Figures 4.2.2-2 and 4.2.2-3 show DATAQUEST estimates for Scandinavian MOS consumption by technology and function, respectively, for 1978 through 1989.

4.2.2-2 C 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I


Figure 4.2.2-1

ESTIMATED SCANDINAVIAN MOS CONSUMPTION GROWTH (Percent Change in Dollars over Previous Year)

50% - p

4 0 -

3 0 -

2 0 ^

1 0 -

0

- 1 0 -

- 2 0 -

-30 1 1 1 1 1 1 1 1 1 1 T 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989




Figure 4.2.2-2

ESTIMATED SCANDINAVIAN MOS CONSUMPTION GROWTH (Million of Dollars)

$220 CMOS

NMOS

PMOS

Figure 4.2.2-3 Source OATAOUEST

Saptambar 1984

ESTIMATED SCANDINAVIAN MOS CONSUMPTION BY FUNCTION (Millions of Dollars)

1140

1 2 0 -

100 — Microprocessor

1978

Sourca: DATAQUEST Saptambar 1964


4.5.6 Scandinavian Telecommunications Semiconductor Market

SWEDEN

Sweden currently has the highest telephone density in the world. As a result, the cost of converting to an integrated digital network service, a program that began in 1980, will be high and take many years. Ericsson is the main supplier to this program with its AXE stored-program control systems, available since 1977 and used worldwide.

At present, the Swedish telecommunications network uses coaxial cabling exclusively. From 1984, however, fiber-optic transmission will be used in the larger city areas. An Ericsson subsidiary, Sieverts Kableverk, has the advanced technology necessary to carry out limited trials of fiber-optic transmission.

Other products include:

« Datex - a nationwide public data network set up in 1981

* Telepak - a service to handle two-way traffic with countries operating other types of systems

• A fully automated telex network that is expected to coexist with Teletex in the future (In the 1980s telex connections are forecast to increase at a rate of 6 percent per annum.)

The reason for delaying the changeover at the moment is that the existing network is still very efficient. implementing fiber optic cabling was not considered earlier due to the fact that the existing cable network is still very efficient.

For the future the following are planned:

Telefax - a facsimile service

Atesto - a computerized message-switching system

A nationwide alarm system network

A teleconferencing, Datavision, and videotex service

Voice store-and-forward service

ESIS volume I ©1983 Dataquest Incorporated Dec. 26 ed. 4.3.6-1


Sweden is well-developed in international communications through the Nordic Public Data Network, Tymnet, Telenet, Euronet (which is scheduled for the end of 1983), and the European telecommunications satellite, INTELSAT. In the future, Sweden will have the Tele-X, a multipurpose satellite carrying both TV and data-transmission transponders. Sweden is also covered by several foreign satellite broadcasting systems including German, Russian, French, and British systems.

FINLAND

In Finland, the telephone trunk network plus 86 trunk exchanges have been automatic since 1980. Several digital exchanges are to be introduced, so that by the end of the 1990s around 30 to 50 percent of all telephone traffic will be through digital exchanges.

Finland's public data network started operations in 1981; there is also a limited packet-switched network service.

Fiber-optics are scheduled to be introduced on a mass scale after 1985. Trials are currently taking place in this area.

Other products include:

• Teletex - The annual investment in the telex network during the 1981-1985 period is estimated at $4.8 million.

W Facsimile is also growing, but the growth is expected to decline by the end of the 1980s. it will be superseded by teletex and other electronic mail services.

« Audio conferencing services and a public videotex service are scheduled for the future.

* Mobile radio network is currently one of the largest in the world with more than 28,000 subscribers.

NORWAY

Norway is one of the largest users of telephone and data communications due to the difficult geographic conditions and the importance of offshore industries.

4.3.6-2 ©1983 Dataquest Incorporated Dec. 26 ed. ESIS Volume I


A cellular automatic mobile radio telephone service has recently been introduced and the goal is for 128,300 subscribers by 1993. Pull automation should be completed by 1985.

The telephone network, currently approximately 2 million lines, is planned to reach 2.25 million by the end of 1992, when the telephone density will be 81 per 100 inhabitants.

In 1982 digital transmission in telex circuits and mobile radio service began. Approximately 500,000 digital lines are to be put in until 1986, with digital PABXs serving between exchanges and other points.

The circuit-switched public data network currently numbers approximately 12,000 subscribers, and should rise to 42,700 by 1992.

The Norwegian state broadcasting company, NRK, has recently put forward plans to establish a pay TV service beginning in 1985, using the European communications satellite to which Norway is linked. Other services include microwave links, IbOlARSAT satellite services, land and marine mobile radio telephones, citizen band radios, public teleconferencing service, which now exists in two cities, automatic telex network, national alarm system (with 18,800 subscribers by 1993), radio paging, videotex, and teletex.

DENMARK

In Denmark the telephone communications services are controlled by three regional telephone operating companies and the PTT.

New digital transmission and switching facilities were introduced in 1980. A teletex service is currently being introduced. The number of subscribers is forecast to rise to 300,000 by 1985.

Denmark is about to invest in a broadband cable network for data and TV transmission at an estimated cost of DKr4 billion. Legislation has been passed to remove restrictions on cable TV and enable Denmark to cable up in time for satellite TV transmissions after 1985.

ESIS Volume I ©1983 Bataquest Incorporated Dec. 26 ed. 4.3.6-3


COMMON PLANS

The four Scandinavian telecommunications authorities have a common plan for the introduction of videotex, national facsimile service, automated directory assistance, an alarm network, a data retrieval system for the Danish savings banks, an on-line information system for farmers, and optical transmission systems (currently undergoing tests).

Over the years the four Scandinavian countries have been working closely to coordinate telecommunications services throughout Scandinavia. In 1980 an agreement was signed by all four telecommunications authorities formally establishing their cooperation.

Figure 4.3.6-1 shows DATAQUEST's historical and forecast estimates of Scandinavian semiconductor consumption by telecommunications end use.

Figure 4.3.6-1

ESTIMATED SCANDINAVIAN SQIICONDUCTOR CONSUMPTION HISTORY AND FORECAST-TELECOMMUNICATIONS END USE


300 n

200 -

100-

—I—r 1983

— I — 1985 —T"

1987 "T-1977

—T" 1979 —r-

1981

Source: DATAQUEST December 198 3

4.3.6-4 © 1983 Dataquest Incorporated Dec. 26 ed. ESIS Volume I

4.5 Scandinavian Plant Locations

The map on page 4.5-3 shows plant locations for semiconductor manufacturers in the Scandinavian countries. The map key on page 4.5-2 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.


Ln I to

C fD M

a o

I o CD

fD

a CO 0) •a t - f n B a* rt) •-»

o o o U3 N) tn

m CO t — «

CO < o r. 3 n h-H

Company

Micronas Inc. Vaisala

Town

Espoo Helsinki

Map Reference

A A

Finnish Plant Locations

Manufacturing Act Products Fab Test Ass'y

Custom MOS LSI X X MOS LSI, CMOS standard circuits X X

©

^ Swedish Plant Locations o (u 03 Map jManufactuting Ao " Company Town Reference Products gab Test Ass'y

ASEA Brown boveri Jarfalla B CMOS custom LSI, opto, discrete X X X Ericsson Components Stockholm B Bipolar, MOS, custom, power discretes X X X

Source: Dataqu Septem


DENMARK



4.6 Scandinavian Design Service Locations

Table 4.6-1 lists semiconductor design service locations for all Scandinavian countries. Each company entry shows the major products designed at each site for both merchant and captive manufacturers and identifies the class of service provided.










ESIS Volume I ©1990 Dataquest Incorporated June 4.6-1 0007411 Reference matenal-^wiU not be tq>iibliShe(i

4.6 Scandinavian Design Service Locations

Table 4.6-1

Scandinavian Semiconductor Design Service Locations

: • • :

Company Finnish Semiconductor Design Service Locations Micronas Vaisala

Norwegian Semiconductor Design Service Locations ITT (SRT) LSI Logic Norsk Data

Swedish Semiconductor Design Service Locations ABB AMCC Austria Mikro Systeme Ericsson Components European Silicon Structures

Matra-Harris Motorola National Semiconductor NEC Philips SAAB STC (Stantel) SGS Thomson—1ST Texas Instruments Toshiba ZyMOS


Location

Helsinki Helsinki

Oslo Oslo Oslo

Stockholm Stockholm Stockholm Kista

Gothenberg Stockholm Stockholm Stockholm Stockholm Stockholm Trollattan Sidcup Stockholm Stockholm Stockholm Stockholm

^Product Category 1

2 3 4 5

Code'

M/C M

C M C

M M M M

M M M M M M M M M M M M

= Standard integrated circuits

= Custom circuits = Standard cells = Gate arrays = Discretes and

optoelectronics

Product Category^

1 2

X X X

X

X

X X X

X

X X

3

X

X X

X X X

X

X X X X X X X X X X

"Type

A = E \ = C =

4

X

X X

X X X


! of

5

X

Type of Design Service*

A

X

X

X

X X

Design Design Design

B C

X

X X X

X X

X X X X X X

X X X X

Service center service


Souice: Datoquest (June 1990)

4.6-2 ©1990 Dataquest Incorporated June Reference material—^will not be lepablished


5.1 United Kingdom and Ireland Economic Overview^

Highlights on the British and Irish economies are presented in this section.

United Kingdom

British economy highlights include the following:

• The booming economy has aggravated inflation and the current account deficit.

• Inflation will peak at 7 percent in early 1989, but it might fall to approximately 5 percent by the end of 1989.

• The current account of the balance of payments is expected to show a deficit of £13.1 billion in 1988, increasing to £14.8 billion in 1989 and £16.5 billion in 1990.

• Investment is the most rapidly growing component of demand in the United Kingdom and is expected to continue growing in spite of high interest rates. Manufacturing investment rose by 16 percent in 1988 and will rise by more than 10 percent in 1989.

• Private consumption is forecast to slow in 1989 and 1990.

• Unemployment, after declining by half a million in the 12 months preceding September 1988, will continue to fall, but at a slower rate.

• Wage inflation accelerated, reaching an annual rate of 9.25 percent in August 1988.

Ireland

Irish economy highlights include the following:

• Ireland's economy is expected to show a higher growth rate in 1989 than was previously forecast early in 1988.

• Exports have boomed, and for the first time in 20 years there is a current account surplus. However, any downturn in the Western economies could have serious consequences for the Irish economy because exports account for 67 percent of Ireland's GNP. Nearly 40 percent of Ireland's total trade is with the United Kingdom.

• Inflation fell to 3.2 percent in 1987, the lowest rate in 20 years.

ESIS Volume I © 1989 Dataquest Incorporated February 5.1-1 0003054

5.1 United Kingdom and Ireland Economic Overview

• The unemployment rate of 19 percent is the second highest in the European Community after Spain and is likely to rise further. The high unemployment is expected to result in modest wage increases.

• The national debt is one of the highest per capita in the world at Ir£26.3 million.

(Tables 1 and 2 give details of the main economic indicators for the United Kingdom and Ireland, respectively.)

Table 1

U.K. Economic Indicators (Billions of Pounds Sterling except GDP/Per Capita Data)

Economic Indicators

GDP at Current Prices

GDP/Per Capita

Private Nonresidential Investment

1997

£414.5

£7.10

1988

i.3%*

8.0%

£47.9 13.3%*

1989

3.0\*

5.3%

8.5%*

1990

2.0%*

N/A

4.5%*

Private Consiimption at Market Prices

Unit Labor Costs

Productivity


Inflation

Unemp 1 oyitient (Percent of Labor Force)

Exports

Imports

Trade Balance Deficit


Percent Exports/GDP

Exchange Rate (£/US$)

N/A = Not Available •Percentage growth from previous year

£258.4

4.0%*

1.8%*

£109.7

4.4%

10.4%

£79.4

£89.0

(£9.6)

(£2.5)

19.7%

0.61

5.8%*

5.8%*

1.8%*

6.5%*

6.3%

8.5%

£81.5

£100.3

(£18.8)

(£13.1)

N/A

0.57

3.8%*

6.0%*

1.8%*

3.8%*

6.0%

7.8%

£88.4

£110.0

(£22.2)

(£14.8)

N/A

0.57

2.8%*

5.5%*

1.8%*

2.3%

N/A

8.0%

£94.6

£119.1

(£24.5)

(£16.5)

N/A

0.57

Source; OECD Dataguest February 1989


5.1 United Kingdom and Ireland Economic Overview

Table 2

Irish Economic Indicators (Billions of Irish Pounds Sterling except GDP/Per Capita Data)

Economic Indicators

Real GNP

GDP/Per Capita


Private Consumption at Market Prices

Unit Labor Costs

Productivity


Inflation

Unemployment (Percent of Labor Force)

Exports

Imports

Trade Balance Surplus


Percent Exports/GNP

Exchange Rate (I£/$)

1987

Ir£17.8

Ir£5,495.3

lr£3.4

Ir£ll.l

N/A

2.3%*

8.0%*

3.2%

19.0%

Ir£10.7

Ir£9.2

Ir£1.5

Ir£0.3

67.0%

0.67

1989

1.8%*

N/A

0.3%*

1.0%*

3.3%*

2.3%*

11.0%*

2.3%

19.5%

11.0%*

7.8%*

Ir£2.0

Ir£0.3

N/A

0.66

1989

2.5%*

N/A

5.0%*

1.8%*

2.8%*

2.3%*

7.0%*

3.0%

19.7%

11.0%*

8.0%*

N/A

Ir£0.3

N/A

0.66

1990

2.3%*

N/A

4.8%*

2.0%*

3.3%*

2.3%*

8.0%*

3.5%

N/A

N/A

N/A

N/A

N/A

N/A

0.66

N/A = Not Available •Percentage growth from previous year

Source: OECD, CSO Dublin Dataquest February 1989



5.2 U.K. and Irish Semiconductor Device Markets

INTRODUCTION

Dataquest's European Semiconductor Industry Service analyzes the following semiconductor device markets in the United Kingdom and Ireland:

Total semiconductor

Total IC

Bipolar digital IC

MOSIC

LinearIC

Total discrete

Transistor

Diode

Thyristor

Other discrete


LED lamp

LED display

Optical coupler


Tables 5.2-l(a) and (b) show Dataquest's estimates of U.K. and Irish semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Introduction to the Service" in Volumes I, II, and III.




Table 5.2-l(a)

Estimated U.K. and Irish Semiconductor Consumption History (Millions of Pounds)

Total Semiconductor

Total IC

Bipolar TTL ECL





Total Discrete


Exchange Rate (£/US$l)

1982

£402

£251

55 50 5

55 13 42

119 82 27 0 10

119 59 21 39

77 '77 0

£131

£ 20

0.57

1983

£549

£408

85 79 6

85 19 66

216 145 62 0 9

216 103 42 71

107 107 0

£113

£ 28

0.66

1984

£926

£746

148 137 11

148 30 118

429 303 121

0 5

429 204 96

129

169 169

0

£143

£ 37

0.75

1985

£919

£737

148 135 13

148 34 114

404 255 145

0 4

404 156 100 14«

185 185

0

£146

£ 36

0.77

1986

£876

£690

133 121 12

133 30

103

384 217 166

0 1

384 136 99 149

173 173

0

£144

£ 42

0.68

1987

£961

£736

115 90 25

115 13

102

453 235 212

4 2

453 153 121 179

168 159

9

£187

£ 38

0.61

1988

£1,249

£1,037

116 94 22

116 10

106

724 312 395 11 6

724 372 170 182

197 183 14

£ 174

£ 38

0.56





Table 5.2-1 (b)

Estimated U.K. and Irish Semiconductcn* Consiunption F(»'ecast (Millions of Pounds)

- • •

Total Semiconductor

Total IC

Bipolar TTL ECL





Total Discrete


Exchange Rate (£/US$l)

1

£1

£1

£

£

959

,249

,037

116 94 22

116 10 106

724 312 395 11 6

724 386 170 182

197 183 14

174

38

0.56

1999

£1,508

£1

£

£

,284

118 96 23

118 10 108

952 374-551 24 3

952 525 195 232

213 198 15

187

37

0.58

1990

£1,615

£1

1

1

£

£

1

,389

113 90 23

113 10 103

,048 388 616 42 2

,048 586 206 256

228 214 14

191

36

0.58

1991

£1,883

£1

1

1

£

£

I

,636

127 100 27

127 11 116

,248 403 769 74 2

,248 693 250 305

261 248 13

207

40

0.58

1992

£2,437

£2

1

1

1

£

£

I

,143

139 108 31

139 11 128

,690 458 ,102 129 1

,690 926 350 414

314 302 12

245

49

0.58

1993

£2,966

£2

2

1

2 1

.

£

£

I

,644

153 118 35

153 10 143

,123 486 ,414 222 1

,123 ,258 407 458

368 356 12

266

56

0.58

1994

£3,264

£2,913

159 121 38

159 10 149

2,353 533

1,518 301 1

2,353 1,351 496 506

401 390 11

£ 288

£ 63

0.58

Note: Columns may no t add t o t o t a l s shown because of rounding.

Source : Dataques t September 1989



5.2.2 U.K. and Irish Digital MOS ICs

U.K. AND IRISH MOS CONSUMPTION

DATAQUEST's estimates for U.K. and Irish MOS consumption by technology and function for 1978 through 1983 are given in Table 5.2.2-l(a). Our forecast for U.K. and Irish MOS consumption for 1984 through 1989 and 1994 is shown in Table 5.2.2-1(b).

Table 5.2.2-1(a)

ESTIMATED U.K. AND IRISH MOS CONSUMPTION HISTORY (Millions of Pounds)

Total MOS



1978

58

39 9 10

27 9 22

1979

74

50 10 14

35 12 27

1980

102

71 11 20

48 17 37

1981

92

63 9 20

44 16 32

Source:

1982

119

82 10 27

59 21 39

DATAQUEST September

1983

216

145 9 62

103 42 71

1984



Table 5.2.2-1(b)

ESTIMATED U.K. AND IRISH MOS CONSUMPTION (Millions of Pounds)

Total MOS

Technology NHOS PHOS CMOS

Function Memory Hlccopcocessor Logic

1983

216

145 9 62

103 42 71

1984

323

215 5

103

146 69 108

1985

456

290 4

162

195 107 154

1986 ~"""~ 559

325 2

232

230 139 190

1987

625

312 1

312

247 164 214

1988 • " • ^ • • ^

800

352 1

447

310 217 273

Source:

1989

1,086

419 0

667

406 309 371

1994

3,377

1,000 0

2,377

1,043 1,175 1,159

DATAQUEST September 1984

Figure 5.2.2-1 shows DATAQUEST's estimates for MOS consumption growth in the United Kingdom and Ireland for 1978 through 1989. From 1984 through 1989, we project a compound annual growth rate (CAGR) of 27.5 percent.

Figures 5.2.2-2 and 5.2.2-3 show DATAQUEST estimates for U.K. and Irish MOS consumption by technology and function, respectively, for 1978 through 1989.


5.2.2 U.K. and Irish Digital MOSICs

Figure 5.2.2-1

ESTIMATED U.K. AND IRISH MOS CONSUMPTION GROWTH (Percent Change in Pounds Over Previous Year)

X90

80 —

7 0 -

6 0 -

50 —

40 —

30 —

20 —

10 —

- 1 0 T 1 1 \ 1 1 1 1 1 1 \ 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989




Figure 5.2.2-2

ESTIMATED U.K. AND IRISH MOS CONSUMPTION BY TECHNOLOGY (Millions of Pounds)

X700

e o o -

5 0 0 -

4 0 0 -

300 —

200 —

1 0 0 -

CMOS

NMOS

PMOS

1S7B 1080 1982 1964 igse 1986

Soum: DATAQUEST SwtttmtMT 1984

Figure 5.2.2-3

ESTIMATED U.K. AND IRISH MOS CONSUMPTION BY FUNCTION (Millions of Pounds)

X450

Microprocessor

Sourc: OATAQUEST S*llUml»r 1984


5.3.6 U.K. and Irish Telecommunications Semiconductor Market

UNITED KINGDOM

The U.K. government first outlined its plans to liberalize the U.K. telecommunications market in 1980. At that time the U.K. Post Office had a statutory monopoly by which it had the sole right to supply all telecommunications equipment and services. This situation created little incentive to meet customer demand.

The 1981 British Telecommunications Act divided the Post Office into two corporations—telecommunications (called British Telecom or B.T.) and mail with Giro. Telecommunications monopoly was reduced in three areas—customer equipment, services on the B.T. network, and the network itself.

B.T. set up a division called British Telecc^ Enterprises to supply customer equi^nnent. B.T. also formed national networks supplying advanced digital communication services to compete with Mercury, the private sector network set up by a private consortium headed by Cable and Wireless pic, Barclays ^terchant Bank, and British Petroleum. Competition is expected to be fierce in this growing sector.

By liberalizing B.T., the U.K. government hopes to stimulate growth of both new and existing suppliers and to establish the U.K. market as one of the most open in the world. The U.K. government plans that B.T. will eventually become a private company. With this in mind it plans to sell 51 percent of B.T. to private investors in the autumn of 1984. The sale is expected to raise £4 billion.

The dilemma currently facing the U.K. government is how to organize the market so that companies can ccnnpete effectively with B.T., which is also their biggest potential customer. Although the U.K. telecommunications market is still restricted, there are signs that foreign companies are being attracted. GTE has formed a joint venture in equipment with Ferranti. Motorola is expanding radio communications production in the United Kingdom. Mitel and Northern Telecom are planning to open plants in the United Kingdcnn in the near future.

To give suppliers a chance to develop competitive new products, B.T. agreed to spread its liberalization over three years.

Customer equipment is being liberalized in stages—starting with telephone handsets and ending with private exchanges (PABXs). Telephone sets are now available on the open market. Other products freely available include extension telephones, answering machines, repertory dialers, and modems. By far the largest customer and supplier of these products is B.T., so much so that at the start of 1983 other manufacturers unsuccessfully tried to persuade the government to restrict

ESIS Volume I ©1983 Dataquest Incorporated Dec. 26 ed. 5.3.6-1


B.T.'s share of the customer equipment market to 25 percent. The government is accused of unfair competition by holding on to B.T.'s monopoly through enforced partnership agreements with independent competitors. At the time of writing, the issue remains unresolved.

The United Kingdom has the world's third largest telephone network. Three companies control approximately 90 percent of the public network market—General Electric Company (GEC), Standard Telephones and Cables (STC), and Plessey. These three companies, together with British Telecom, have developed a British digital electronic exchange called System X, which is currently available for installation. Subsequently, in 1982, STC withdrew frc»n this consortium, thereby clearing the way for it to potentially offer the iTT-developed System 12 competitive system. ITT originally owned STC. It is now the major shareholder, with approximately 35 percent of the shares, but under a longterm agreement still maintains R&D and product agreements with STC, thereby allowing STC access to ITT product developments and technology.

One of B.T.'s main areas of develocnnent is an all-digital public telephone system, centered round System x digital exchanges. By 1984, B.T. will stop buying metal cables and switch to fiber-optics. There will be a completely digital main transmission network by the early 1990s and the entire network will be finished by the beginning of the next century.

In 1984 British Telecom will introduce its megastream and kilostream services at more than eighty locations. Megastream provides a 2 million bits-per-second service and kilostream 2.4k, 4.8k, 9.6k, 48k or 64k bits-per-second digital circuits.

Facsimile machines are not really in demand in the united Kingdom. However, Teletex is popular (this is when characters of any type and size are transmitted directly from computer to computer over the telephone lines). A data rate of 2,400 bits per second is to be adopted, and the service should be available by the end of 1983.

The pilot integrated services digital network (ISDN) is due to operate in early 1984. Initially, access will be from 10 local areas in London and three provincial cities. This service will comprise a single-line integrated digital access (IDA) with a 64/8/8k bit-per-second link or a multiline IDA with voice and nonvoice switching via a 2-MByte/Second link with up to 30 channels. The 64/8/8 lines can easily be updated to 64/64/16 in due course.



IRELAND

In Ireland, the Irish Department of Posts and Telegraphs is spending £500 - 600 million (U.K. pounds sterling) on a major developnent program to improve the telephone system and make it one of the most modern in Europe. DATAQUEST believes that to date, the modernization program has not been fulfilled

Figures 5.3.6-1 and 5.3.6-2 show DATAQUEST's historical and forecast estimates of U.K. and Irish semiconductor consumption by telecommunications end use in millions of U.S. dollars and millions of pounds sterling, respectively.

Figure 5.3.6-1

ESTIMATED U.K. AND IRISH S^ICONDUCTOR aJNSDMPTION HISTORY AND FORECAST—

TEI£COMMUNICATIONS END USE (Millions of Dollars)

500-1

4 0 0 -

3 0 0 -

2 0 0 -

1 0 0 -

- | 1 1 1 1 1 1 1 1 1 1— 1977 1979 1981 1983 1985 1987

S o u r c e : DATAQUEST December 1983



Figure 5.3.6-2

ESTIMATED U.K. AND IRISH SEMICONDUCTOR CONSUMPTION HISTORY AND FORECAST—

TELECOMMUNICATIONS END USE (Millions of Pounds)

300-1

200-

100-

~! 1 1 1 1 1 1 1 1 1 r-1977 1979 1981 1983 1985 1987



5.5 U.K. and Irish Plant Locations

The map on page 5.5-4 shows plant locations for semiconductor manufacturers in the United Kingdom and Ireland. The map key on pages 5.5-2 and 5.5-3 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.


U\ in I to

English Plant Locations

® vO 00

\o a 03 r+ 0) J2 c n> v> 3 O

•o o 1 0) r+ n o. Ui a> "O rt fD 3 cr n "1

o o o it^

N> a>

m l/l K ^

CO

<J u r 3 fB 1—H

Coapan?

AMD AMD BT&D Technologies British Aerospace CML Microsystema International fiectifler LSI Logic MEDL MEDL Micro Circuit Engineering Newmarket HicrosyBterns Philips Components Piessey Caswell Research Plessey Semiconductors Plessey Semiconductors Plessey Semiconductors Racal STC Components STC Defence Semilab Semikron Siemens Texas Instrunieatii; Westcode

Town

Basingstoke Wok ing Ipsuich Stevenage Mitham Ox ted Sidcup Lincoln Wembley Tewkesbury Newmarket Stockport Towcester Oldhant Roborough Swindon Reading Sidcup Paignton Lutterworth Cricklade Cficklade Bedford Ctiippeaham

Map Reference

P A X F R I 0 C N li

B J Q E T V K 0 T H H W

Q M

P r o d u c t s

MOS and b i p o l a r LSI Opto , cus tom, semicustoiiii Custom CMOS Custom, linear, CMOS Discretes fiiCMOS, custom, eemlcustom Discretes, MOS LSI, microwave Discretes, HOS LSI MOS LSI Gate array Discretes MOS LSI, opto, bipolar BPD, custom LSI, discretes, linear MOS LSI, custom, semlcustom BPD, linear MOS LSI Custom LSI, MOS LSI, discretes GaAs Linear, logic, dlecretes, opto Discretes Discretes Discretes, MOS LSI, sealcustom Discretes

Irish Plant Locations

Company

AMD Analog Devices Fujitsu Fujitsu NEC Precision Monolithics Onitrode

Town

Greystones Raheen Tallaght Blanchardstown Ballivor Cork Bnnis

Map Reference

A B C A D E F

Products

CMOS MOS digital, linear, MOS LSI Memory MOS LSI MOS LSI Discretes

BPD

Manufacturing Act Fab Test Ass'y

X X X X X X X

X X


X X X X X X

X X


Manufacturing Act Fab Test Ass'y

(Con

in »—( en <

E' 3 fl)

Scottish Plant Locations

© VO 00 vfi

O D) r+ D) ja

c (0 (A

o o

D) <-f fl)

a CO fD

TJ r+

n> 3 cr fD 1

Company

Burr-Brown Ltd. Digital Equipment Corp. Digital Equipment Corp. Hughes Motorola NEC National Semiconductor Seagate Microelectronics Semifab Wolfson Microelectronics

Town

Hest Lothian Queensferry Ayr Glenrothes East Kilbride Livingston Greenock Livingston Glenrothes Edinburgh

Hap Reference

A G C B E A F A B D

Products

Custom CMOS, BPD, linear Custom LSI Custom LSI Custom LSI MOS LSI MOS LSI fiPO, linear, MOS LSI Linear, smart power Linear, logic, discretes, opto SemicuEtom

Manufacturing Ac Fab Test Ass'y

X X X X X

Welsh Plant Locations

Company

Acrian Inc. Inmos Inmos Mitel Siliconix

Town

Bridgend Coed Rheydn Newport Newport Swansea

Hap Reference

R U U U Y

Products

Bipolar microwave semiconductors MOS LSI, micro MOS LSI, micro Custom LSI ^ Discretes, MOS LSI

Hanutactu] Fab Test

X X X

X X

Source:

clng Acti Aas'y

X X X X

Dataques Septembe

u> t/I

I w

5.5 U.K. and Irish Plant Locations


5.6 UK and Irish Design Service Locations

Table 5.6-1 lists semiconductor design service locations for all UK and Irish countries. Each company entry shows the major products designed at each site for both merchant and captive manufacturers and identifies the class of service provided.





- A design service location is equipped with woricstations capable of performing design, schematic capture, and functional simulation of a device. By far the majority of design service locations are used for designing ASIC gate arrays for cell-based ICs (CBICs).





ESIS Volume I ©1990 Dataquest Incoiporated June 5.6-1 0007412 Reference material—will not be tepnbliahed


Table 5.6-1

UK and Irish Semiconductor Design Service Locations

Company Location Code'

Product Category' 2 3 4

Tfpe of Design Service*

A B C

English Semiconductor Design Service Locations

AMCC Analog Devices AT&T Austria Mikfo Systeme British Telecom European Silicon Structures

Fujitsu Fujitsu Giltspur Micro Harris Semiconductor Hitachi Honeywell Hughes IMI IMP Inmos Intel International Rectifier LSI Logic LSI Logic LUCAS Marco Marketing Matra-Hairis MCE MEDL MEDL Mietec Motorola National Semiconductor NCR NEC

Basingstoke Newbury Bracknell Swindon Martlesham

Bracknell Maidenhead West Gorton Newbury Camberlay Watford Bracknell Weybridge Basingstoke Swindon Bristol Swindon Oxted Bracknell Sidcup Sutton Coldfield Slough Bracknell Tewkesbury Lincoln Wembley Bracknell Aylesbury Swindon Maidenhead Milton Keynes

M M M M C

M M M M M M M M M M M M M M M C M M M M M M M M M M

X X X X

X X X

X

X X X

X

X X X

X X X X

X X X X X

X X X

X X X X X X X X

X X

X

X X X X X X X X

X

X X X

X

X X X X X

X X X X

X X X

X X X X X X X X X X

X

X X

X

X

X

X X

X X X

X X

X

X

X

X X X X X X

X

X X X

X X X X X (CnmiTmrrt)

5.6-2 ®1990 Dataquest Incoiporated June Refemce material—will not be xqniUished


5.6 UK and Irisii Design Service Locations

Table 5.6-1 (Continued)


Company Location

English Semiconductor Design Service Locations (Continued) Newmarket Micro Panasonic (Matsushita) Philips (Mullard) Plessey Plessey Plessey/Ferranti PYE TMC C^amdon Qudos Racal Microelectronics Racal Redac Rapid Silicon Semikron SGS-Thomson Seiko-Epson Silicon Microsystems STC (STL) Swindon Silicon Systems Tektronix Texas Instruments Thomson-CSF Toshiba VLSI Technology Westcode ZyMOS

Irish Semiconductor Design Service Locations Analog Devices Precision Monolithics

Newmarket Bracknell Mitcham Caswell Swindon Oldham Malmesbury Derby Cambridge Reading Tewkesbury High Wycombe Cricklade Marlow Milton Keynes Malmesbuiy Harlow Swindon Marlow Bedford Baisingstoke Camberley Milton Keynes Chippenham Welwyn Gdn City

Limerick Cork

Code'

M M M M M M M M M M M M M M C M C M M M M M M M M

M M

1

X X X

X

X X

Product Category' 2

X

X X X X

X

X X X

X

X

X

3


X X X X X

X X X X

X

X

4


X X X X X X X X X X

5

X X

X

X

X

Type of Design Service'

A

X X

X X X

X

X

X X X

X

X

B C

X

X X X

X X

X

X

X

X X X

X X

X


®1990 Dataquest Incoipmated June RefeKDce material—will not be iqwUidied

5.6-3


Table 5.6-1 (Contmued)


Company

Scottish Semiconductor Design Service Locations

Burr Brown Denyer Walmsley Micro Honeywell Hughes LSI Logic Motorola National Semiconductor Wolfson Microelectronics

Location

Livingstone Loanhead Newhouse Glenrothes Livingstone East Kilbride Greenock Edinburgh

Code'

C M M M M M

M/C M

1

X

X X

Type of Product Design

Category* Service' 2 3 4 5 A B C

X X X

X X X

X X X X X X X

X

X X X X

X X

X X

X X

X

X

Welsh Semiconductor Design Service Locations

Inmos Newport Mitel Caldicot Siliconix Swansea

M X X X X M X X M X X X


^Product Category



optoelectronics

*iype of Design Service A = Design center B = Design service C = Independent design

service locations

(hme 1990)

5.6-4 ©1990 Dataquest Incoipwated June Keference material—will not be iqmUisbed


6.1 West Germany Economic Overview

fflGHLIGHTS OF THE WEST GERMAN ECONOMY

Highlights of the West German economy include the following:

• Prospects for economic growth are very positive. The 1989 growth rate was 4.3 percent, higher than the OECD average for the first time since 1979. The above-average growth will continue in 1990 and 1991 but at a lower rate.

• Private consumption growth was weaker than expected but will increase more strongly in 1990 and 1991, stimulated by tax cuts.

• Business investment showed unexpected buoyancy caused by big increases in company profits, strong export growth, and rising capacity utilization. Lower growth rates are forecast for 1990 and 1991, but investment growth will be the second highest after France of the big four European economies and higher than U.S. investment growth.

• Unit labor cost increases in the business sector were very moderate in 1989; after two years of low domestic cost pressure, however, there is an upward trend.

• Inflation is increasing in line with faster economic growth. The 3 percent rate for 1990 is high by German standards.

• Export growth continued in response to strong competitiveness. Exports increased in volume by 10.1 percent in 1989 and are forecast to rise 7.7 percent in 1990 and 7.5 percent in 1991, but the strength of the deutsche mark could affect exports and thus economic performance.

• Imports increased less in volume (7.0 percent) than exports in 1989 but are projected to rise more than exports at 8.5 percent in 1990 and 8.0 percent in 1991.

• Trade balance and current account will continue to record a surplus. The current-account surplus is expected to amount to 5.5 percent of GNP in 1991.

Table 1 gives details of the main West German economic indicators.

ESIS Volume I ©1990 Dataquest Incorporated April 6.1-1 0006581

6.1 West Germany Economic Overview

Table 1

West German Economic Indicators (Billions of Deutsche Marks)

Economic Indicators

Real GNP GNP/Per Capita Investment (Private Nonresidential) Private Consumption Unit Labor Costs (in the Business Sector) Industrial Production (Manufacturing) Inflation—GNP Deflator (%) Unemployment (Percent of Labor Force) Exports Imports Trade Balance Surplus Current Account Balance of Payments Percent Total Exports/GNP Exchange Rate (DM per $1) Tji/A = Not AvaUable jPeicentage growth fom previous year MUlioos of deutsche marics

1987

2,018 33.1' 239

1,113 2.1' 633 2.1 7.9 500 374 126 81

33.0 1.80

1988

3.6' 35.7' 259

1,157 0.1' 662 1.5 7.9 544 405 139 85

33.0 1.76

1989

4.3' N/A 11.2' 1.8' 0.6' 4.6' 2.6 7.3 626 464 162 115

N/A 1.88

Sotnce:

1990

3.2' N/A 6.9' 3.5' 1.9' 3.8' 3.0 7.1 713 521 192 133

N/A 1.88 0EC3>

1991

3.1' N/A 5.0' 3.0' 1.6' 3.1' 2.8 7.2 786 583 203 142

N/A 1.88

Statistucbes Buudesamt Oataquest April 1990

6.1-2 ©1990 Dataquest Incorporated April ESIS Volume I 0006581

6.2 West German Semiconductor Device Markets

INTRODUCTION

Dataquest's European Semiconductor Industry Service analyzes the following semiconductor device markets in West Germany:

Total semiconductor

Total IC

Bipolar digital IC

MOSIC

LinearIC

Total discrete

Transistor

Diode

Thyristor

Other discrete


LED lamp

LED display

Optical coupler


Tables 6.2-1 (a) and (b) show Dataquest's estimates of West German semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Introduction to the Service" in Volumes I, II, and HI.




Table 6.2-l(a)

Estimated West German Semiconductor Consumption History (Millions of Deutsch Marks)

Total Semiconductor

Total IC

Bipolar TTL BCI.


MOS NNOS CMOS BiCHOS Other IC


Linear Monolithic

Hybrid

Total Discrete

Total Opto electronic

Exchange Rate (DM/US$1)

1982

DM

DM

DM

DM

2,175

1,295

282 255 27

282

66 216

617

422 139 0 56

617 306 109 202

396 396

0

754

126

2.43

1983

DM

DM

DM

DM

2,392

1,459

301 278 23

301 66

235

770

520 219 0 31

770 362 150 258

388 388

0

789

144

2.55

1984

DM

DM

>

DM

DM

3,706

2,542

507 464 43

507

105 402

1,462

997 439 0 26

1,462 695 331 436

573 573

0

981

183

2.85

1985

DM

OH

DM

DM

3,875

2,661

529 479 50

529 115 414

1,461

923 523 0 15

1,461 552 368 541

671 671

0

1,008

206

2.94

1986

DM

OH

DM

DM

3,533

2,375

458 412 46

458 98 360

1,326

746 573 0 7

1,326 477 334 515

591 591 0

945

213

2.17

1987

DM

DM

DM

DM

3,403

2,416

389 304 85

389

43 346

1,322

696 608 13 5

1,322 392 385 545

704 670 34

825

162

1.80

1988

DM

DM

DM

DM

3,960

2,945

354 280 74

354

35 319

1,783

683 1,044

22 34

1,783 632 555 596

808 748

60

849

166

1.76

Note: Columns may not add to totals shown because o£ rounding.




Table 6.2-l(b)

Estimated West German SemicondiKitcH' Ccmsumption F<H-ecast (Nfillions of Deuts(± Marks)

Total Semiconductor

Total IC

Bipolar TTL BCL


HOS NHC« CMOS B1CH(» Other IC

HOS Memory Micro Logic


Total Discrete

Total (^toelectronic

Exchange Rate (DM/US$1)

1988

DM

DM

DM

DM

3,960

2,945

354 280 74

354 35 319

1,783 683

1,044 22 34

1,783 632 555 596

808 748 60

849

166

1.76

1989

DM

DM

DM

OH

4,683

3,588

369 289 80

369 36 333

2,328 828

1,435 43 22

2,328 930 631 767

891 830 61

927

168

1.86

1990

DM

DM

•

DM

DM

4,951

3,843

354 273 81

354 33

'321

2,538 861

1,582 80 15

2,538 1,032 662 844

951 892 59

947

161

1.86

1991

DM

OH

DM

DM

5,621

4,420

378 285 93

378 36 342

2,950 884

1,916 140 10

2,950 1,145 799

1,006

1,092 1,036

56

1,029

172

1.86

1992

OH

DM

DM

DM

7,101

5,694

426 319 107

426 37 389

3,967 1,018 2,714 228 7

3,967 1,503 1,136 1,328

1,301 1,249

52

1,200

207

1.86

1993

DM

DM

DM

DM

8,470

6,928

475 333 142

475 36 439

4,935 1,072 3,464 394 5

4,935 2,083 1,340 1,512

1,518 1,468

50

1,303

239

1.86

1994

OH

DM

DM

DM

9,134

7,491

473 345 128

473 32

441

5,404 1,104 3,713 583 4

5,404 2,258 1,543 1,603

1,614 1,569

45

1,372

271

1.86


Source! Dataquest September 1989



6.2.2 West German Digital MOS ICs

WEST GERMAN MOS CONSUMPTION

DATAQUEST's estimates for West German MOS consumption by technology and function for 1978 through 1983 are given in Table 6.2.2-l(a). Our forecast for West German MOS consumption for 1984 through 1989 and 1994 is shown in Table 6.2.2-l(b).

Table 6.2.2-1(a)

ESTIMATED WEST GEIOIAN MOS CONSUMPTION HISTORY (Millions of Deutsche Marks)

Total MOS

1978

311

1979

421

1980

601

1981

569

1983

770


211 46 54

284 62 75

419 64 118

393 54 122

423 56 139

520 31 219


149 48 114

197 68 156

286 100 215

273 97 199

307 109 202

362 150 258



6.2.2 West German Digital MOS ICs

Table 6.2.2-1(b)

ESTIMATED WEST GERMAN MOS CONSUMPTION FORECAST (Millions of Deutsche Marks)

Total tns


Function Memory Nicropcocessoc Logic

770

520 31 219

362 150 258

1,116

742 20 354

504 240 372

1,607

1,023 13 571

687 377 543

1,972

1,145 8

819

809 490 673

2,201

1,099 5

1,097

870 576 755

2,813

1,237 3

1,573

1,089 765 959

Source:

3,822

1,476 3

2,343

1,427 1,089 1,306

11,995

3,789 0

8,206

3,743 4,172 4,080

DATAQUEST September 1984

Figure 6.2.2-1 shows DATAQUEST's estimates for MOS consumption growth in West Germany for 1979 through 1989. From 1984 through 1989, we project a compound annual growth rate (CAGR) of 27.9 percent.

Figures 6.2.2-2 and 6.2.2-3 show DATAQUEST estimates for West German MOS consumption by technology and function, respectively, for 1978 through 1989.


6,2.2 West German Digital MOS ICs

Figure 6.2.2-1

ESTIMATED WEST GERMAN MOS CONSUMPTION GROWTH (Percent Change in Deutsche Marks over Previous Year)

DM 50

4 0 -

3 0 -

2 0 -

1 0 -

-10 1 \ 1 1 1 1 1 1 1 1 r 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989


ESIS Volume I o 1984 Dataguest Incorporated Oct. 10 ed. 6.2.2-3

6.2.2 West German Digital MPS ICs

Figure 6.2.2-2

ESTIMATED WEST GERMAN MOS CONSUMPTION BY TECHNOLOGY (Millions of Deutsche Marks)

DM 2,400

2,000-

1 ,600-

1 ,200-

CMOS

8 0 0 -

4 0 0 -

NMOS

PMOS

Soum: DATAOUEST Saptemtw 1964

Figure 6.2.2-3

ESTIMATED WEST GERMAN MOS CONSUMPTION BY FUNCTION (Millions of Deutsche Harks)

1,300 -

1,100 -

9 0 0 -

7 0 0 -

500 -

300 -

IB

^^^'^

1 78

1 IBSD

"'

1 1 1982

^ r"

1

/

/ / > / ' /

^/7 y y ^ /^o^ J^ JK"*^

" y^

1 1 1 1 1 1934 1986 1988

Memory

Logic

Microprocessor

Soum: DATAOUeST SaptwulMf 1984


6.3.6 West German Telecommunications Semiconductor Market

The German Bundespost was a traditionally conservative institution. The rigidity of the system became apparent in the late 1970s when the West German telecommunications industry realized it was being overtaken by the major advance to digital technology. Since then the Bundespost has played an important role in planning for the future. The Bundespost is heavily involved in promoting an integrated system of voice, video, and data transmission.

The Bundespost has monolopy over telecommunications services and the national Post Office. This does not really hamper development as the Bundespost tries to have as businesslike an approach as possible. Indeed, it is looking for new sources of revenue as the market for telephone connections becomes saturated. DATAQUEST believes there will be liberalization of some equipment and services such as electronic mail.

The Bundespost's plan is to link most of the country's telephone circuits with fiber-optic cables and in that way get a uniform development of the national teleccMranunications network. It will thus be able to incorporate a wide range of transmission services into a single integrated services digital network (ISDN).

There are several new products and services either in operation or under development to benefit from all the ISDN can offer. These include:

• Fiber-optics, of which 1,800 kilometers have been introduced into existing networks in 1982. There are plans to replace the entire subscriber network (of 40 million kilometers) with optical fiber cables over the next 30 years. Another 500,000 kilometers of cable are due to be laid down by 1985. The budget for cable laying was recently increased from M4 400 million to EM 1 billion a year. Cabling is progressing more rapidly than originally planned.

• Broadband optical fiber is to be tested in seven cities and the Bundespost is meeting half the cost of DM 300 million. Tests will take place in Hamburg, Hanover, Dusseldorf, Stuttgart, Nuremberg, Munich, and West Berlin. The tests are forecast to last until 1986.

• Five companies plan a joint venture in West Berlin to produce 100,000 kilometers of fiber cable annually from the end of 1984. The companies are AEG-Telefunken, Philips (of Germany), SEL (ITT's subsidiary), Kabelmetal Electro, and Siecor (Siemens's subsidiary).

ESIS volume I ©1983 Dataquest Incorporated Dec. 26 ed. 6.3.6-1


• Digital switching will be incorporated into the trunk network in 1984/85, and into local networks in 1985. Final orders for electromechanical systems are scheduled for 1990. Datex-P, an X.25-based packet-switching network service, and Datex-L, a circuit-switched data network, are to be introduced. The two Datex systems will eventually be integrated to form an integrated data and text network.

• Teletex, which was pioneered by several major telecommunications companies and the Bundespost. DATAQUEST believes that in June 1982, 1,000 teletex terminals were installed, with 40,000 expected by 1987, and 130,000 by 1992. Telefax, a public facsimile service, is also being actively promoted.

• Videotex, of which major trials have been under way since 1980. The number of users were 40,000 in 1983 and are forecast to rise to one million in 1986.

• The Bildschirmtext, which enables subscribers to call up textual data on a television screen. After trials since 1980, the system is to be extended nationwide in the near future. One million subscribers are targeted for the end of 1986.

• Itemized phone bills and nationwide toll-free dialing systems for airline reservations and similar services. The telephone terminal itself, will have a display, loudspeaker, and memory.

• DATAQUEST believes there is a scheme under proposal for private operators to offer additional services like electronic mail on the public network.

• Space satellite program, radio, and TV programs, and other data will be transmitted from 1987. Companies involved in this area include ANT Nachrichtentechnik (formerly AEG), Messerschmitt-Bolkow-Blohm, Siemens, SEL. Two satellites, one as a reserve, are to be launched. A third satellite will be kept on the ground as a replacement.

The German Bundespost has issued letters of intent on its ISDN system. SEL (ITT) and Siemens are involved in this area through manufacture of digital exchanges. Field trials are due to start in late 1984. Local exchanges are being developed with two interfaces—one for the conventional analog telephone with an analog/digital converter at the local exchange, and the other the 64/64/16k bits per second for teletex, fax, and video. The Bundespost hopes to have the equipment available by 1987.



Figures 6.3.6-1 and 6.3.6-2 show DATAQUEST's historical and forecast estimates of West German semiconductor consumption by telecommunications end use in millions of U.S. dollars and in millions of deutsche marks, respectively.

Figure 6.3.6-1

ESTIMATED WEST GERMAN SEMICONDUCTOR CONSUMPTION HISTORY AND FORECAST-TELECC»4MUNICATI0NS END USE


T — r 1977 1979


ESIS Volume I ©1983 Dataquest Incorporated Dec. 26 ed. ^ 6.3.6-3


Figure 6.3.6-2

ESTIMATED WEST GERMAN SEMICONDUCTOR CONSUMPTION HISTORY AND FORECAST-TELECOMMUNICATIONS END USE (Millions of Deutsche Marks)

2000-1

1 6 0 0 -

1 2 0 0 -

8 0 0 -

4 0 0 -

" I 1 1 1 1 1 1 1 1 < 1 r 1977 1979 1981 1983 1985 1987



6.5 West German Plant Locations

The map on page 6.5-3 shows plant locations for semiconductor manufacturers in West Germany. The map key on page 6.5-2 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.


ON

'u\ I to

West German Plant Locations

© >-' 00 VO

a J3

c (X> 1/1

3

O •3 o -1

«-t fD

a CO ft) t3 f-t

fD 3 cr (t •-»

Company

ASEA Brown fiov^fi ELMOS Euros11 Electronics GmbH Hitachi IBM ITT in' LSI Logic Motorola National Semiconductor Philips (Valvo) Roi>ert Bosch GmbH Semikron Siemens Siemens Telefun>Len Electron ic Texas Instruments Toshiba GmbH

Town

iiamperthelm Dorttnund Eching Landshut Boeblingen Freiburg Nurnberg Braunschweig Schatzbogen Furstenfeldbruck Hamburg Reutlingen hurnberg Munich Regensburg Heiibronn FreiBing Braunschweig

Map Reference

B D C F I G J N C A H I J C K L M N

Producta

Discretes Mixed digital/analog MOS Custom MOS LSI MOS LSI, memory, micro Hybrid) power discretes BPD, discretes, MOS LSI, linear Discretes MOS LSI, custom, semicustom Standard logic, semicustom BPD, linear, MOS LSI bpD, discretes, optc, MOS LSI BPD, custom LSI, discretes, linear Discretes BFD, discretes, linear, MOS LSI, opto MOS LSI, memory BPD, discretes, linear, MOS LSI, opto BPD, linear, MOS LSI MOS LSI

Manufacturin Fab Test A

X X X X X X X X

X X X X X X X X X X X X X X X X X X

Source : Da Se

m CO » — ( CO

2 c rf* 3 (O S N) ft> ~J h-H

6.6 West German Design Service Locations

Table 6.6-1 lists semiconductor design service locations for all of West Germany. Each company entry shows the major products designed at each site for both merchant and captive manufacturers and identifies the class of service provided.



- Design centers are the domain of semiconductor msuiufacturers, although the semiconductors produced may be for merchant or c£q)tive consumption.


- A design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. By far the majority of design service locations are used for designing ASIC gate arrays for cell-based ICs (CBICs). Most design service locations are owned by semiconductor vendors that rent workstation time to customers for a fee; however, some of the larger OEMs have invested in their own facilities for internal design groups (e.g.. Bull, Lucas, MBB, and OUvetti). Essentially, these are captive design service locations.


An independent design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. However, the location is owned by a third party independent of semiconductor vendors and is not dedicated to a specific OEM.


ESIS Volume I ©1990 Dataquest Incorparated June 6.6-1 0007413 Reference material-^will not be iqmblished


Table 6.6-1

West German Semiconductor Design Service Locations

Product Category'

Company Location Code 1 2 3 4

AMCC Munich M X X ABB Baden M AT&T Munich M X X Austria Mikro Systeme Munich M X X European Silicon Structures Munich M X X Eurosil Eching M X X Fujitsu Frankfurt M X Harris Semiconductor Munich M X Harris Semiconductor Hamburg M X Hitachi Munich M X IBM Stuttgart C X X X IMI Munich M X IMP Munich M X X m Semiconductors Freiberg M X X LSI Logic Dusseldorf M X LSI Logic Munich M X LSI Logic Stuttgart M X Matra-Harris Munich M MBB Stuttgart C X X X Mietec Munich M X Milcron Munich M X Mitsubislii Ratingen M X X Motorola Munich M X National Semiconductor Munich M X X NEC Dusseldorf M X NEC Munich M X NEC Stuttgart M X PhiUps (Volvo) Hamburg M X X X Plessey Munich M X Racal Redac Mimich M X Robert Bosch Reutlingen C X X X Semikron Nuremburg M SGS-Thomson—1ST Grafing M X Siemens Dusseldorf M X X X Siemens Hanover M X Siemens Munich M X X X


A B C

X X

X X X X X X X X X X X X X X X X X X X X X X X X X X X X X

X X X X X X

X

X

X

X X

X

X

X

X X X X

X X

X X X X X X X X X X X X X

X X

X X X

(CoDtiiuied)

6.6-2 ©1990 Dataquest Incorporated June Refeceoce material—will not be rqpnbUshed




West German Semiconductor D e s ^ Service Locations

Company

Siemens Sierra Semiconductor Telefunken Telefimken Telmos Texas Instruments Texas Instruments Texas Instruments Thomson-CSF Toshiba Toshiba VDI Zentrum VLSI Technology ZyMOS


Location

Smttgart Munich ElcMng Heilbronn Munich Frankfurt Freising Hannover Munich Dusseldorf Munich Berlin Munich Offenbach

^Product Category 1

2 3 4 5

Code'

M M M M M M M M M M M M M M

= Standard integrated circuits

= Custom circuits = Standard cells = Gate arrays = Discretes and

optoelectronics

1

X X

X

Product Category* 2

X X X X X X

X

3

X X

X X X X X X X X X

"Tm A = B = C =

4

X

X

X X X X X X

: of

5

X

X


A B C

X X

X X

X X

X X X X X

X X X

Design Service Design center Design service Independent design service locations

Source: Ditaqiieit Otsie 1990)


®1990 Dataquest Incoiporated June Reference material—will not IK iqwiWishrd

6.6-3

7.1 Rest of Europe Economic Overview

Key economic highlights of the four Rest of Europe countries are outlined as follows. Tables 1 through 4 give the details of the main economic indicators for Austria, Portugal, Spain, and Switzerland, respectively.

AUSTRIA

Highlights of the Austrian economy include the following:

• Austria achieved higher gross domestic product (GDP) growth, lower inflation, and lower unemployment than most other European countries despite dated industrial structures.

•

•

Fixed investment is expected to continue to increase in 1989 and 1990 but at a lower growth rate than in 1988. Better profits, improved domestic demand, and exports contributed to increased investment in machinery and equipment.

The 1989 tax reform played an important part in stimulating investment and boosting business confidence. It should also boost households' disposable incomes leading to higher private consumption growth in 1989 than in 1988. Unemployment, low by international standards, is expected to fall further as a result of improved employment prospects.

Exports are the main growth factor because of high foreign demand for raw materials and intermediate goods. But as imports rise more than exports, the current account of the balance of payments shows a slightly increasing deficit. In 1990, this deficit is expected to amount to not more than 0.75 percent of GDP.

• Austria's economic performance depends on reducing government subsidiaries, improving business and industrial efficiency, and creating a more competitive climate.

Table 1

Austrian Economic Indicators (Billions of Schillings except GDP/Per Capita Data)

Economic Indicators 1987* 1988 1989 1990

GDP 1,481.8 4.2%** 3.0%** 2.5%** GDP/Per Capita N/A 208.319.8 N/A N/A Gross Fixed Investment 334.3 4.9%** 4.0%** 3.0%** Private Consumption 830.1 3.4%** 3.8%** 3.3%** Unit Labor Costs in the

Business Sector (%) 3.0** (1.1)** 2.0** 2.5** Productivity N/A N/A N/A N/A Industrial Production (%) 0.6** 4.4** 3.0** 2.5** Inflation (%) 0.9 1.5 3.0 3.0

(Continued)

ESIS Volume I ©1989 Dataquest Incorporated December 1 0005567


Table 1 (Continued)

Austrian Economic Indicators (Billions of Schillings except GDP/Per Capita Data)

Economic Indicators 1987" 1988 1989 1990


Exports of Goods and Services Imports of Goods and Services Trade Deficit Current Account

Balance of Payments Exports/GDP (%) Exchange Rate (Sch per US$1)

3.8 526.0

514.1

N/A

Sch 11.9

35.5

12.64

3.5 8.3%**

10.0%**

Sch 70.4

(Sch 6.2)

N/A 12.35

3.3 8.0%**

8.0%**

N/A

(Sch 10.0)

N/A 13.33

3.0 5.5%**

5.8%**

N/A

(Sch 13.3)

N/A 13.33

*Absolute 1987 figures at current prices ••Percentage of growth from previous year N/A = Not Available

Source: OECD Hnancial Times Survey

PORTUGAL

Highlights of the Portuguese economy are as follows:

• GDP growth remains rapid. Fixed investment, particularly in the private sector, is the dominant growth factor. Productive investment will continue to be boosted by EC assistance.

• Private consumption is buoyant, helped by a rise in real disposable income due to increased employment. But the expansion in private consumption is likely to be restricted by more stringent credit conditions and expected tax increases.

• The high inflation rate, almost double the Organization for Economic Cooperation and Development (OECD) Europe average (5.25 percent in 1989), is a major problem. Rises in unit labor costs are among the highest in the OECD, more than twice the growth rate of OECD Europe 1989 at 3.75 percent. Buoyant credit growth also has contributed to the high inflation rate.

• Imports are growing faster than exports. Therefore, current account deficit is likely to widen further to more than Esc 350 billion in 1990, which represents 4.5 percent to 5.0 percent of GDP.

• Portugal's industry needs further investment, diversification, and modernization to stabilize economic growth.

©1989 Dataquest Incorporated December ESIS Volume I 0005567


Table 2

Portuguese Economic Indicators (Billions of Escudos except GDP/Per Capita Data)


GDP GDP/Per Capita Gross Fixed Investment Private Consumption Unit Labor Costs in the

Business Sector (%) Productivity

Industrial Production (%) Inflation (%) Unemployment

(% of Labor Force)

Exports of Goods and Services Imports of Goods and Services Trade Deficit


Exports/GDP (%)

Exchange Rate (Esc per US$1)

5,122.2 N/A

1,242.5

402.3

11.0** N/A

2.4** 10.2

7.1 1,774.4

2,141.1

(Esc 476.2)

(Esc 366.7)

35.0 140.88

4.1%** 578,143.4

15.5%** 6.5%**

10.2** N/A

6.0** 10.0

5.6

7.3%** 17.5%**

(Esc 740.0)

(Esc 86.4) N/A

143.96

3.5%** N/A

11.0%** 4.0%**

8.3** N/A

4.5** 10.3

5.5 6.5%**

10.5%**

N/A

(Esc 237.3) N/A

158.19

3.3%** N/A

8.8%** 3.5%**

7.3** N/A

4.0** 8.5

5.5 6.0%** 8.5%**

N/A

(Esc 355.9) N/A

158.19

•Absolute 1987 figures at current prices ••Percentage of growth from previous year N/A = Not Available

Source: OECD Financial Tunes Surrey

SPAIN

Highlights of the Spanish economy are as follows:

• GDP continues to grow at one of the highest growth rates in OECD Europe. Private investment, supported by rising profits and foreign capital inflow, is the principal growth factor.

• Private consumption is expected to increase further in 1990 because of higher disposable household income, but it should increase at a lower rate than in 1988 and 1989.

• Inflation is forecast to be higher in 1989 and 1990 than in 1988 because of stronger growth in unit labor costs and import prices.


©1989 Dataquest Incorporated December


Job creation led to a drop in the unemployment rate, still the highest in the OECD and almost double the average for OECD Europe (9.75 percent in 1989 and 1990). But GDP growth and fiirther employment creation might bring the unemployment rate down to 16 percent by the end of 1990.

Import growth far exceeds export growth because of strong domestic demand. The current balance of payment, wWch showed a surplus in 1987, will record an increasing deficit. In 1989, the external deficit may reach approximately 2 percent of GDP.

Real interest rates are expected to remain high to reduce the inflation factor. Spanish industry is cash rich and buoyant, but the credit measures could affect industrial investment, which generates real GDP growth.

Table 3

Spanish Economic Indicators (Billions of Pesetas except GDP/Per Capita Data)


GDP GDP/Per Capita

Gross Fixed Investment Private Consumption

Unit Labor Costs in the Business Sector (%)

Productivity Industrial Production (%) Inflation (%)


Exports of Goods and Services Imports of Goods and Services

Trade Deficit Current Account

Balance of Payments Exports/GDP (%) Exchange Rate

(Pta per US$1)

^Absolute 1987 figures at cuneDl prices •'Percentage of growth from previous year N/A = Not Available

35,714.5 916,815.2

7,386.0 22,713.6

4.6**

N/A 4.4** 5.4

20.5

7,023.9 6,956.7

(Pta 1,603.8)

Pta 67.2

20.0 123.56

5.0%** N/A

14.0%** 4.6%**

4.3** N/A

4.0** 5.1

19.5

6.3%** 15.2%**

N/A

(Pta 419.4)

N/A

116.49

4.8%** N/A

12.8%** 4.5%**

5.5** N/A

3.8** 6.0

18.3

5.8%**

12.0%** N/A

(Pta 983.7) N/A

119.23

4.0%** N/A

9.0%**

3.8%**

5.3** N/A

3.8** 5.5

17.3

5.5%** 9.0%** N/A

(Pta 1.311.5) N/A

119.23

Source: OECD Hnancial Times Survey



SWITZERLAND

Highlights of the Swiss economy are as follows:

• GDP in 1988 grew 3 percent, the sixth successive year of economic growth, but expansion is forecast to be less in 1989 and 1990.

• Business investment will continue to grow strongly due to favorable profitability, strong foreign demand, and high-capacity utihzation. In exporting companies, capacity utilization has reached nearly 92 percent.

• Employment continued to rise and the unemployment rate dropped to 0.7 percent of the labor force, the lowest rate in the OECD.

• Unit labor costs are expected to rise, but the impact on the economy should be reduced because of rising productivity.

• Inflationary pressures are the uncertain element in the Swiss economy, but balanced budgets, propensity to save, and anti-inflationary policies will contribute toward maintaining a sound economy.

• Buoyant export markets and improved overall competitiveness should continue to stimulate the export economy. Higher import than export growth will lead to a further deterioration in the trade deficit. However, the surplus on services will contribute to the overall current account surplus, which is forecast to decrease in 1989 and 1990 to approximately 2.5 to 3.0 percent of GDP.

Table 4

Swiss Economic Indicators (Billions of Swiss Francs except GDP/Per Capita Data)


GDP GDP/Per Capita Gross Fixed Investment Private Consumption Unit Labor Costs in the

Business Sector (%) Productivity Industrial Production (%) Inflation (%) Unemployment

(% of Labor Force) Exports of Goods and Services Imports of Goods and Services

255.1

N/A 64.4

150.1

2.5**

N/A 0.6**

1.5

0.7 90.2

88.3

3.0%**

25,812.8

5.8%**

2.3%**

2.2**

N/A 7.2**

2.0

0.7 5.4%**

7.9%**

2.5%** N/A

5.3%** 2.5%**

3.0** N/A 3.0** 3.3

0.8 5.3%** 6.0%**

2.3%** N/A

4.5%** 2.3%**

4.0** N/A 3.3** 3.5

0.8 6.0%** 7.0%**

(CoDtinued)


©1989 Dataquest Incorporated December


Table 4 (Continued)

Swiss Economic Indicators (Billions of Swiss Francs except GDP/Per Capita Data)

Economic Indicators

Trade Deficit Current Account

Balance of Payments Exports/GDP (%) Exchange Rate (SFr per US$1)

1987*

N/A

SFr 1.9 35.4 1.49

1988

(SFr 8.7)

SFr 9.3 N/A 1.46

1989

N/A

SFr 8.6 N/A 1.64

1990

N/A

SFr 7.8 N/A 1.64

*Absohile 1987 figures at cunent prices Soisce: OECD Hoancial Ttmes Survey ••Percentage of growth fiom previous year N/A = Not Available


7.2 Rest of Europe Semiconductor Device Markets

INTRODUCTION

Dataquest's European Semiconductor Iraiustry Service analyzes the following semiconductor device markets in the Rest of Europe category:

Total semiconductor

Total IC

Bipolar digital IC

MOSIC

Linear IC

Total discrete

Transistor

Diode

Thyristor

Other discrete


LED lamp

LED display

Optical coupler


Tables 7.2-l(a) and (b) show Dataquest's estimates of Rest of Europe semiconductor consumption by technology and function for 1982 through 1994. Terminology definitions will be found in the "Intraiuction to the Service" in Volumes I, II, and III.




Table 7.2-l(a)

Estimated Rest of Europe Semiconductor Consumption History (Billions of Pesetas)

Total Semiconductor

Total IC

Bipolar TTL ECL


MOS NMOS CMOS BiCHOS Other IC



1982

Pta 24.3

Pta 15.8

3.4 3.1 0.3

3.4 0.8 2.6

7.6 5.1 1.8 0

0.7

7.6 3.8 1.3 2.5

4.8 4.8 0

1983

Pta

Pta

34.6

24.7

5.1 4.7 0.4

5.1 1.1 4.0

13.1 8.8 3.7 0

0.6

13.1 6.2 2.6 4.3

6.5 6.5 0

1984

Pta

Pta

63.2

49.5

10.1 9.0 1.1

10.1 2.3 7.8

28.6 19.6 8.7 0

0.3

28.6 13.5 6.1 9.0

10.8 10.8

0

j,985

Pta

Pta

65.9

51.5

10.2 9.2 1.0

10.2 2.2 8.0

28.4 17.8 10.4

0 0.2

28.4 11.7 6.3

10.4

12.9 12.9

0

1986

Pta 69.1

Pta 52.7

10.1 9.0 1.1

10.1 2.1 8.0

29.7 17.0 12.7

0 0

29.7 10.9 7.3

11.5

12.9 12.9

0

IJ

Pta

Pta

?87

53.1

34.7

4.1 2.7 1.4

4.1 0.9 3.2

21.3 11.4 9.9 0 0

21.3 6.2 6.8 8.3

9.3 8.7 0.6

1988

Pta 80.4

Pta 58.2

6.5 5.3 1.2

6.5 0.8 5.7

39.7 15.9 23.5 0.3 0

39.7 12.6 11.3 15.8

12.0 10.8 1.2

Total Discrete Pta 7.5 Pta 8.3 Pta 11.3 Pta 11.8 Pta 12.6 Pta 15.3 Pta 19.0

Total Optoelectronic Pta 1.0 Pta 1.6 Pta 2.4 Pta 2.6 Pta 3.8 Pta 3.1 Pta 3.2

Exchange Rate (Pta/0S$1) 109.86 143.43 160.76 170.05 139.97 123.56 116.49





Table 7.2-l(b)

Estimated Rest of Europe Semiconductor Consumption Forecast (Billions of Pesetas)

1988 1989 1990 i99i 1992 1993 1994

Total Semiconductor

Total IC

Bipolar TTL ECI.


HOS NMOS CMOS BiCHOS Other IC

{U}S

Memory . Micro Logic


Total Discrete


Exchange Sate (Pta/US$l)

Pta

Pta

Pta

Pta

80.4

58.2

6.5 5.3 1.2

6.5 0.8 5.7

39.7 15.9 23.5 0.3

0

39.7 12.6 11.3 15.8

12.0 10.8 1.2

19.0

3.2

116.49

Pta

Pta

Pta

Pta

98.9

76.0

6.3 5.1 1.2

6.3 0.8 5.5

57.2 18.1 38.6 0.5

0

57.2 22.9 14.5 19.8

12.5 11.3 1.2

19.5

3.4

116.20

Pta

Pta

\

Pta

Pta

112.9

89.5

6.1 4.8 1.3

6.1 0.7 5.4

70.2 20.8 48.5 0.9 0

70.2 31.6 16.3 22.3

13.2 12.2 1.0

19.9

3.5

116.20

Pta

Pta

Pta

Pta

134.9

109.6

6.5 5.1 1.4

6.5 0.7 5.8

87.9 24.4 61.9 1.6 0

87.9 41.7 19.7 26.5

15.2 14.1 1.1

21.7

3.6

116.20

Pta

Pta

Pta

Pta

186.5

155.7

7.5 5.8 1.7

7.5

0.8 6.7

129.2 32.5 93.2 3.5 0

129.2 61.2 30.4 37.6

19.0 18.0 1.0

26.2

4.5

U6.20

Pta

Pta

Pta

Pta

241.5

207.8

9.2 7.6 1.6

9.2

0.8 8.4

176.4 46.3 124.0 6.1 0

176.4 92.2 37.9 46.3

22.1 21.2 0.9

28.5

5.2

Lie.20

Pta

Pta

Pta

Pta

268.7

224.6

11.4 8.6 2.8

11.4

0.9 10.5

180.9 35.3 139.0 6.6 0

180.9 78.7 47.9 54.3

32.5 31.2 1.3

37.0

7.1

116.20





7.2.2 Rest of Europe Digital MOS ICs

REST OF EUROPE MOS CONSUMPTION

DATAQUEST's estimates for Rest of Europe MOS consumption by technology and function for 1978 through 1983 are given in Table 7.2.2-1(a). Our forecast for Rest of Europe MOS consumption for 1984 through 1989 and 1994 is shown in Table 7.2.2-l(b).

Table 7.2.2-1(a)

ESTIMATED REST OF EUROPE MOS CONSUMPTION HISTORY (Millions of Dollars)

1978 1979 1980 1981 1982 1983

Total MOS



35

24 5 6

16 6 13

54

36 8 10

25 9 20

77

54 8 15

37 13 27

60

41 6 13

29 10 21

Source:

69

47 6 16

34 12 23

DATAQUEST September

91

61 4 26

43 18 30

1984



Table 7.2.2-l(b)

ESTIMATED KEST OF EUROPE MOS CONSUMPTION FORECAST (Millions of Dollars)

1983 1984 1985 1986 1987 1988 1989 1994

Total MOS



91

61 4 26

43 18 30

124

83 2 39

55 27 42

170

109 1 60

72 40 58

201

117 1 83

83 50 68

218

109 0

109

85 58 75

271

119 0

152

-

105 74 92

358

138 0

220

134 102 122

Source: DATAQUEST September

948

298 0

650

296 332 320

1984

Figure 7.2.2-1 shows DATAQUEST's estimates for MOS consumption growth in Rest of Europe for 1979 through 1989. From 1984 through 1989, we project a compound annual growth rate (CAGR) of 23.6 percent.

Figures 7.2.2-2 and 7.2.2-3 show DATAQUEST estimates for Rest of Europe MOS consumption by technology and function, respectively, for 1978 through 1989.



Figure 7.2.2-1

ESTIMATED REST OF EUROPE MOS CONSUMPTIOH GROWTH (Percent Change in Dollars over Previous Year)

60%

50 -

4 0 -

30 -

2 0 -

10 —

0-

- 1 0 —

- 2 0 -

-30 1 1 r — I 1 1—I 1 1 1 r 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989




Figure 7.2.2-2

ESTIMATED REST OF EUROPE MOS CONSUMPTION BY TECHNOLOGY (Millions of Dollars)

tz2a

1 8 0 -

1 4 0 -

CMOS

NMOS

1 0 0 -

PMOS

1978 19B0 1SB2 1S«4 19S6 198S

Ssum: DATAQUEST •I 1MX

Figure 7.2.2-3

ESTIMATED REST OF EUROPE MOS CONSUMPTION BY FUNCTION (Millions of Dollars)

S140

120 —

1 0 0 -Microprocessor

Soum: DATAOUEST Sfptamber 1984

7.2.2-4 c 1984 Dataquest Incorporated Oct. 10 ed. ESIS Volume I

7.3.6 Rest of Europe Telecommunications Semiconductor Market

PORTDGAL

In Portugal the telephone network is underdeveloped. The Portugese government is therefore investing more than $1.6 billion over the next few years to modernize the telephone and telex services. The aim is to provide 30 telephones for every 100 inhabitants by the year 2000, and to install advanced electronic equijsnent.

Currently in the experimental stage are:

Computer data and facsimile systems

Electronic mail systems

Video text systems

Text transmission systems

Teleconferencing systems

Portugal is scheduled to join the European telecommunications broadcasting satellite system in 1984.

Portugal's future aim is:

• To convert the entire telecommunications system to a flexible integrated microchip network, in order to facilitate communication between people, people and machines, and machines and machines

• To replace metal cable by optical fibers

• TO enable private subscribers to be linked to telecommunications satellites.

The Portugese authorities' medium-term plan is to prepare the substructure to be able to implement the above three points.



SWITZERLAND

In 1982 Switzerland installed a packet-switching network. It is expected that teletex, videotex, and data transmission services will evolve from this.

The country is due to install the single integrated services digital network (ISDN) in 1985. Installation time is expected to take 18 months.

Emphasis is being placed on the expansion of mobile and licensed private radio communications. Other areas include:

• PCM transmission for point-to-point data communication

• National car telephone and popular radio-paging systems

• City Call service, linking private on-site systems with a nationwide paging network

SPAIN

In Spain, telephone and data transmission services are monopolized by a non-public-sector company called Compania Telefonica Nacional de Espana (CTNE). CTNE was originally formed as an ITT subsidiary in the 1920s; it is now controlled by private shareholders (53 percent) and the Spanish government (47 percent).

CTNE is committed to buying Spanish products. The company currently makes about 90 percent of its purchases from Spanish suppliers.

CTNE has joint venture agreements with Telettra and Ericsson (through Intelsa). The company recently acquired Amper, a Spanish producer of telephone sets.

CTNE is currently preparing a four-year (1983-1986) investment plan of Pt58Q0 billion. The plan is to develop microelectronics and software technology as well as related products and services. There are four strategies: projects that CTNE will do alone, projects on which it will collaborate with other companies, projects that it will contract out, and projects that other companies will develop on their own.

Figure 7.3.6-1 shows DATAQUEST's historical and forecast estimates of Rest of Europe semiconductor consumption by telecommunications end use.



Figure 7 . 3 . 6 - 1

ESTIMATED REST OF EUROPE SEMICONDUCTOR CONSmPTION HISTORY AND FORECAST-

TELECOMMUNICATIONS END USE ( M i l l i o n s o f D o l l a r s )

110-1

9 0 -

7 0 -

5 0 -

3 0 -

10- "T" 1S77

- T " 1979

"T" 1981

"T" 1983

1987 1985


ESIS Volume I ® 1983 Dataquest Incorporated Dec. 26 ed. 7.3.6-3

7.5 Rest of Europe Plant Locations

The maps on pages 7.5-3, 7.5-4, and 7.5-5 shows plant locations for semiconductor manufacturers in the Rest of Europe. The map key on page 7.5-2 identifies the respective companies, gives their locations, and lists the primary manufacturing activities conducted at each site by major product category. Not all manufacturing steps are performed at every site for every product category shown, but the applicable combination of design, wafer fabrication, assembly, and test is shown for each product category. No design activity appears on the matrix unless another manufacturing step also occurs at that site.


Ln I

N>

Austrian Plant Locations

®

\o 00 VO

D r+ W

£ 1 C (D VI

D n o "O o "1 r+ n) a C/5 fD

•a r-f

ro 3 cr rt) 1

o o o i;

t\j 00

m to »—H

CO < o r. 3 ro P-H

Company

AMS Siemens Telefunken Electronic Telefunken Electronic

Town

Unterpremstatten Villach Braunau Vocklabruch

Reterence

A B C U

ProqiiGts

Custom, semicustom, MOS LSI Discretes, MOS LSI Discretes, opto Discretes, opto

Israeli Plant Locations

Company Town

Intel Tel Aviv National Semiconductor Midgal Haemek

Map Reterence

A B

Products

MOS LSI MOS LSI

Company

AT4T Standard Electtica Texas Instruments

Company

HMT Microelecttic AG Microelectronics-Mar in Philips (Pas..lec) TAG

Moroccan Plant Locations

Town

Casablanca

Hap Reterence

Discretes

Spanish and Portuguese Plant Locations

Town

Madrid Cascais Moreira

Town

Brugg Marin Zurich Zurich

Map Reterence Products

A Custotn, semicuston. D Discretes C idPD, linear

Swiss Plant Locations

Reference

B C A A

Products

MOS LSI Custom LSI MOS LSI, linear, Discretes

custom

Manufacturing Activiti

Fab Test Aas'y Desi

X X X X X X X X

Manuiacturlnq Activiti Fab Test Asa'y Pesi

Manutacturing Aettifltia Fab Test Asa'y .ffegii

Hanufactuirinq Act iv i t i Fab Test Aas'v Deai

Manufacturing Activiti Fab Test flas'y Desi

X X X X X X X X


7.6 Rest of Europe Design Service Locations

Table 7.6-1 lists semiconductor design service locations for the Rest of Europe. Each company entry shows the major products designed at each site for both merchant and captive manufacturers and identifies the class of service provided.





- A design service location is equipped with workstations capable of performing design, schematic capture, and functional simulation of a device. By far the majority of design service locations are used for designing ASIC gate arrays for ceU-based ICs (CBICs).





Table 7.6-1

Rest of Europe Semiconductor Design Service Locations

Company

Austrian Semiconductor Design Service Locations Austria Mikro Systeme ITT (ITTA) Siemens


Location

Graz \^enna ViUach

Code*

M C M

©1990 Dataquest Incoiporated Refaence material—will not be iqpn

1

X

X

1>pe of Product Design

Category* Service' 2 3 4 5 A B C

X X X

[ June iblished

X

X

X

X

X X

X (Coatiixued)

7.6-1

7.6 Rest of Europe Design Service Locations


Rest of Europe Semiconductor Design Service Locations

Company

Israeli Semiconductor Service Locations

AMCC IMI Intel LSI Logic Motorola

Location

Design

National Semiconductor Tadiran

Tel Aviv Tel Aviv Haifa Tel Aviv Haifa Tel Aviv To Be Announced

Spanish Semiconductor Design Service Locations AT«&T ITT (SESA) SGS-Thomson—1ST

Swiss Semiconductor Service Locations

Dectrosuisse Faselec Favag HMT Motorola ITT (SRT) LSI Logic MEM Siemens TAG

•Code

M = Merchant C = Captive

Design

Madrid Madrid Madrid

Neuchatel Zurich Bevaix Bragg Geneva Zurich Biel Marin Zurich Zurich

^Product Category



optoelectronics

Code'

M M M M M M M

M C M

M M M M M C M M M M

1

X

X X

X

Product Category* 2

X

X X X

X X X X X

X

3

X X

X X X X

X

X

X

X

X X X

"TVpe A B C

L —

» ^ I ^

4

X X

X X X X

X

X

X X

X X X

; of

5

X


A

X

X X

X

X

X

X

X

X

Design

Design Design

B C

X X

X

X

X

X

X X

X X

X

Service

center service


Souice: Dataquest (June 1990)

7.6-2 ©1990 Dataquest Incorporated June Reference material—will not be republished



Dataquest's European exchange rate tables include data from all Western European countries, each of which has different and variable exchange rates against the US dollar. Where applidable, Dataquest estimates are prepared in terms of local currencies before conversion (where necessary) to US dollars. Dataquest uses exchange rates taken from the Wall Street Journal, which are in turn taken from the Barikers Trust Co. All exchange rates previous to 1990 were sourced from the International Monetary Fund (IMF).

All forecasts are prepared using fixed exchange rates based on the last complete historical quarter (currently the fourth quarter of 1990). To maintain consistency across all its analyses, Dataquest makes ongoing adjustments to its forecasts for these currency changes during the year. As a result of this policy, forecast growth rates can become distorted when comparing dollar growth rates with European currency growths.

Table 1 provides a summary of yearly average exchange rates in local currency per US dollar for each European region and Japan from 1979 to 1990. Included in Table 1 is the European Currency Unit (ECU). This unit, which was established in March 1979, is the weighted average of the currencies of all member countries of the European Community (EC). It is calculated by the IMF from each country's gross national product (GNP) and foreign trade. Table 2 shows the quarterly exchange rate for 1990 for each of these regions.

Also included is the Semiconductor Industry Weighted Average (SIWA). This unit is based on the semiconductor consumption of each European country featured here (EC and non-EC members) and uses the base year 1980 equal to 100 as a reference point. The SIWA is useful for interpreting the effect of European currency fluctuations with respect to the US dollar, specifically for the European semiconductor industry.

Dataquest's European local currency forecasts and historical data has previously been recorded using the SIWA as a measure of local currency. Since September 1990 we have changed to using ECUs. As it is becoming increasingly conunon for companies to publish their annual reports in ECUs, all fuhire local currency forecasts prepared by Dataquest will be published in ECUs.

ESIS Volume m ©1991 Dataquest Europe Limited March 0008351


Table 1

Re^on

European Currencies—1979 to 1990 (Local Currency per US Dollar)

1979 1980 1981 1982 1983 1984

Aiistria Belgium Denmark Finland France Ireland Italy Luxembourg Netherlands Norway Portugal Spain Sweden Switzerland United Kingdom West Germany

ECU

Japan

SIWA (Base 1980 = 100)

13.37 29.32

5.26 3.90 4.25 0.49

830.90 29.32

2.01 5.06

48.92 67.13 4.29 1.66 0.47 1.83

0.69

219.14

101.66

12.94 29.25

5.64 3.73 4.23 0.49

856.50 29.24

1.99 4.94

50.07 71.70 4.23 1.67 0.43 1.82

0.76

226.75

100.00

15.93 37.13

7.13 4.31 5.43 0.62

1,136.80 37.13

2.49 5.74

61.55 92.31

5.06 1.96 0.49 2.26

0.92

220.54

123.69

17.06 45.69

8.33 4.82 6.57 0.70

1,352.50 45.69

2.67 6.45

79.48 109.86

6.28 2.03 0.57 2.43

1.02

249.05

141.30

17.97 51.13

9.15 5.57 7.62 0.80

1,518.90 51.13

2.85 7.29

110.78 143.43

7.67 2.10 0.66 2.55

1.12

237.52

157.59

20.00 57.78 10.36 6.01 8.74 0.92

1,757.00 62.34

3.21 8.16

146.39 160.76

8.27 2.35 0.75 2.85

1.27

237.44

178.06

(Qmtinued)

©1991 Dataquest Europe Limited March ESIS Volume m 0008351


Region

Austria Belgium Denmark Finland France Ireland Italy Luxembourg Netherlands Norway Portugal Spain Sweden Switzerland United Kingdom West Germany

ECU

Table 1 (Continued)

European Currencies—1979 to 1990 (Local Currency per US Dollar)

1985 1986 1987 1988 1989 ismt

20.69 59.41 10.60 6.20 8.98 0.94

1,909.50 59.38

3.32 8.60

170.40 170.05

8.60 2.46 0.77 2.94

15.26 44.66

8.09 5.07 6.92 0.75

1,490.00 44.66

2.45 7.39

149.54 139.97

7.12 1.80 0.68 2.17

12.64 37.34

0.84 4.40 6.01 0.67

1,296.10 37.34 2.03 6.74

140.88 123.56

6.34 1.49 0.61 1.80

12.35 36.77

6.73 4.18 5.96 0.66

1,301.00 36.77

1.98 6.52

143.96 116.49

6.13 1.46 0.56 1.76

13.24 39.44

7.32 4.30 6.39 0.71

1,373.60 39.44 2.12 6.91

157.62 118.55

6.45 1.64 0.61 1.88

HBG

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: 3.82 5.44 0.60

1,197.22 33.41

1.82 6.25

142.40 102.03

5.92 1.39 0.56 1.62

1.31 1.02 0.87 0.84 0.92 0.79

Japan

SIWA (Base 1980 = 100) Source: Dataquest (March 1991)

238.54 168.49

184.70 145.89

144.43 128.11 138.07 144.71

125.52 121.46 130.20 113.78


©1991 Dataquest Europe Limited March

E:gchange Rate Tables

Table 2

1990 Quarterly European Currencies (Local Currency per US Dollar)

Region

Austria Belgium Denmark Finland Frsuice Ireland Italy Luxembourg Netherlands Norway Portugal Spain Sweden Switzerland United Kingdom West Germany

ECU

Japan

SIWA (Base 1980 = 100) Souice: Dataquest (Match 1991)

1Q90 2Q90 3Q90 4Q90 1990

11.90 35.29 6.52 3.99 5.74 0.64

1,254.66 35.29 1.91 6.53

148.86 109.08 6.15 1.51 0.61 1.69

0.83

147.92

120.18

11.80 34.60 6.39 3.96 5.64 0.63

1,231.66 34.60 1.89 6.49

147.90 105.60 6.08 1.44 0.60 1.68

0.82

155.35

118.61

11.21 32.81 6.08 3.75 5.34 0.59

1,176.27 32.81 1.80 6.15

140.62 98.60 5.86 1.33 0.54 1.59

0.77

145.07

111.06

10.54 30.93 5.74 3.59 5.05 0.56

1,126.28 30.93 1.69 5.85

132.22 94.85 5.60 1.27 0.51 1.50

0.73

130.50

105.26

11.36 33.41 6.18 3.82 5.44 0.60

1,197.22 33.41 1.82 6.25

142.40 102.03 5.92 1.39 0.56 1.62

0.79

144.71

113.78

©1991 Dataquest Europe Limited March ESIS Volume m 00083S1

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