The industrial sector remains undoubtedly the most complicated market for semiconductor manufacturers to serve. Applications cover a very diverse range and the supply chain is complicated. Owing to this complexity, the sector has historically been overlooked by many semiconductor vendors, who have elected instead to focus their marketing efforts on higher value and less complicated industries.

Although the industrial sector is fragmented and complex, it is also highly dependable. Equipment production volumes are unusually stable, industrial semiconductor devices rarely require the latest technology processes and the lifetime of an industrial design-win can often last ten years. Accordingly, the industrial sector has risen in importance at many semiconductor vendors over the last few years and revenues for semiconductors in the industrial sector exceeded those in automotive in both 2008 and 2009. The industrial sector also outperformed the overall semiconductor market in 2009.

This study is focusing on the strategic needs of semiconductor suppliers looking to identify the key equipment types driving semiconductor revenues in the industrial and medical sector and which market segments are forecast to have highest revenue growth. Last published in June 2008, the 2010 edition of the research builds on the work of the previous report, in particular to understand changes in the market composition and outlook following the economic downturn of 2008/9.

This study has been developed to be used as a companion report to the Tactical Analysis of the World Industrial/Medical Electronics Market & Supply Chain, which meets the tactical needs of semiconductor suppliers looking to identify the key equipment types driving manufacturer revenues in the industrial and medical sector and who the leading OEMs are to focus resource on. Used together, the two reports provide a comprehensive tactical and strategic analysis of the industrial and medical sector for semiconductor vendors.

Key Conclusions:

- The industrial/medical market for semiconductors is forecast to grow from $20.6 billion in 2009 to over $35 billion in 2015.
- Compared to a total semiconductor market of around $226 billion, the industrial/medical sector represented 9% of the total available market in 2009.
- Analog ICs and discretes were the largest semiconductor product categories in the industrial/medical sector in 2009, together accounting for around half of all semiconductor sales.
- 25 equipment types account for just over half of revenue growth and almost half of cumulative semiconductor revenues forecast for the industrial/medical sector over the period to 2015.
- Renesas Electronics is estimated to have been the leading supplier of semiconductors to the industrial/medical sector in 2009, ahead of Infineon Technologies and STMicroelectronics.

Key Features:

- Scope and specification developed specifically to meet strategic needs of semiconductor suppliers.
- Analysis of 135 industrial/medical equipment types
- Estimate and forecast for worldwide production volumes of each equipment type (2008-15).
- Estimate and forecast for semiconductor value in each equipment type (2008-15).
- Estimate and forecast for semiconductor TAM for each equipment type (2008-15).
- Identification and ranking of top 25 highest revenue applications.
- Analysis of supplier market shares for industrial/medical semiconductors in 2009.
- Highly quantitative analysis, with discussion summarized in short, easy to read bullet points.
- PDF and Excel delivery options available.
- Analyst support time to answer all reasonable questions relating to forecasts and conclusions

Industrial/Medical Equipment Coverage

The equipment types analyzed by the study are as follows:

- Factory Automation & Control: Control & Compute [Industrial Ethernet Infrastructure, Computer Numerical Control,  Ruggedized/Industrial PCs, Single Board Computers, HMIs & Operator Panels, Machine Vision Inspection Systems, PLCs & PACs, Distributed & Remote I/O Modules] ; Process Measurement & Field Instruments [Process Analytical Instruments, Flow Measurement, Level Measurement, Pressure Measurement, Temperature Measurement, Process Variable Transmitters, Telemetry / RTUs, Process/Temperature Controllers, Position Sensing] ; Switchgear [Circuit Breakers, Contactors, Protection Relays,  Solid State Relays] ; Miscellaneous Automation [Pumps, Robotics, Semiconductor Manufacturing & Test Equipment, Welding].

- Motor Drives: AC Variable Speed Drives, DC Drives, Servo Drives, Stepper Drives, Soft Starters/Brakes.

- Lighting, Building Automation, HVAC&R:  Lighting [Electronic Lighting Ballasts, Exit & Emergency Exit Lighting, Lighting Controls, Street/Traffic Lighting & Control] ; Building Automation [Fire Detection, Fire Alarm Control Panels & Annunciators, Fire Alarm Notification, Intruder Alarm Control Panels, Intruder Detection & Notification, CCTV/Video Surveillance Cameras, CCTV/Video Surveillance Equipment, Electronic Access Control, Time & Attendance Equipment, Elevators & Escalators] ; HVAC & Refrigeration[Boilers & Warm Air Furnaces, Circulator Pumps, Compressors, Electronic Room Thermostats & Controls, Humidifiers/Dehumidifiers, Unitary Air Conditioners, Commercial Refrigeration] ; Environment [Electronic Utility Metering, Electronic Sanitation Control, Actuator Driven Blinds, Doors & Windows].

- EPOS, EFT & ID: ATM (Automated Teller Machines), Handheld EFT Transaction Terminals, POS Authentication Pads, EPOS/ECR/Cash Drawer, Handheld Data Terminals, Fuel Dispensers, Vending/Payment/Change Machines, Card Readers,  Coin Acceptors & Currency Validators, Printers, Scanners, Smart Cards. 

- Test & Measurement: Application Specific T&M [Automotive Test Equipment, DSL Test Equipment, Fiber Optic Test Equipment, LAN/MAN/WAN Test Equipment, SONET/SDH Test Equipment, Wireless Comms Test Equipment, Other Test Equipment] ; General Purpose T&M [Counters & Timers, Logic Analyzers, Digital Multimeters, Network Analyzers, Digital Oscilloscopes, PC-based Test Equipment, RF Power Meters, PXI/VXI-based Test Equipment, Resistance Meters, Signal/Function Generators, Spectrum Analyzers, Other General Purpose T&M] ; Instrumentation [Calibration Instruments, pH/ORP Instruments, Chart Recorders & Data Acquisition, Laboratory Instrumentation, Scales & Weighing, X-Ray Instrumentation].

- Consumer Medical: Blood Glucose Meters, Blood Pressure Monitors, Electronic Cholesterol Monitors, Heart Monitors & Pedometers, Electronic Thermometers, Pregnancy Testers/Fertility Monitors

- Medical Imaging & Diagnostics:  Medical Imaging [CT, Ultrasound, MRI, PET/PET-CT, Analog X-Ray, Digital X-Ray, Picture Archiving & Communications (PACS)] ; Diagnostics, Therapy & Monitoring [ECG, Dialysis Machines, Medical Ventilators, Professional Care Diagnostics Equipment, Multiparameter Patient Monitors, Medical Lasers, Medical Endoscopes, Infusion Pumps, Pacemakers, Implantable Cardioverter Defibrillators (ICDs), Cardiac Resynchronization Therapy (CRT), Pain Management Devices, External Defibrillators, Analog Hearing Aids, Digital Hearing Aids, Fitness Machines, Electronic Beds, Wheelchairs, Powered Scooters].

- Power & Energy: AC/DC Power Supplies, DC/DC Converters, DC/AC Power Inverters, Industrial Battery Chargers, UPS, Generators, Renewable Energy (Hydro/Solar/Wind).

- Industrial Transport: Construction & Lifting Machinery, Farm Vehicles & Machinery, Materials Handling Vehicles, Heavy Trucks & Busses, Refrigerated Trailers, Electric Motorized Vehicles, Trains/Trams/Subway Carriages.

Semiconductor Market Segmentation
In each main system area (drives, automation, test & measurement etc.) the study provides analysis of the market for semiconductors into 16 product types, as follows:

- 4/8-bit MCU 
- 16-bit MCU
- 32/64-bit MCU/eMPU 
- Digital Signal Processor (DSP)
- Memory 
- Gate Arrays & Standard Cells
- PLD/FPGA 
- Other Logic
- Standard Linear 
- Application Specific Analog
- Power Discretes
- Other Discretes
- Actuators & Sensors 
- LEDs
- LCDs 
- Other Optoelectronics

Further segmentation of the 32/64-bit MCU/eMPU category is also provided by architecture as follows:

- ARM 
- MIPS
- x86 
- Power Architecture
- 68K/Coldfire 
- SuperH
- Other

TABLE OF CONTENTS

Section 1–Executive Overview 
Key Point Conclusions

Section 2– Scope, Method &  Limitations 
2.1 Scope 
2.2 Research Sources  
2.3 Limitations to Method 
2.4 Industrial/Medical Electronics & Semiconductors Service 

Section 3– Semiconductor TAM Analysis 

Section 4– Factory Automation & Control 

Section 5– Motor Drives 

Section 6– Lighting, Building Automation, HVAC &  Refrigeration

Section 7– EPOS, EFT & ID 

Section 8– Test & Measurement 

Section 9– Consumer Medical 

Section 10– Medical Imaging &  Diagnostics 

Section 11– Power & Energy 

Section 12– Industrial Transport 

Section 13– Other Industrial Applications 

Section 14– Product Tables by Sub-Sector 

Appendix I—Historical Market Forecasts

LIST OF TABLES

1.1 Global Market for Semiconductors & LCDs in the Industrial/Medical Sector by Product
1.2 Ranking of Top 25 Industrial/Medical Applications by Cumulative Revenues (SUM) from 2009-2015
1.3 Market Share Estimates for Semiconductor Suppliers to the Industrial/Medical Sector in 2009 
1.4 Global Market for Semiconductors in the Industrial/Medical Sector by Sub-sector 
1.5 Global Equipment Production Estimates and Forecasts in the Industrial/Medical Sector
1.6 Average Semiconductor & LCD Value Estimates and Forecasts in the Industrial/Medical Sector 
1.7 Global Market for Semiconductors & LCDs in the Industrial/Medical Sector by Region
3.1 Analysis of the World Market for Semiconductors in the Industrial/Medical Sector in 2009 
4.1 Key Changes to the Factory Automation & Control Sector 
4.2 Definition of Equipment Types in the Factory Automation & Control Sector 
4.3 Global Equipment Production Estimates and Forecasts in the Factory Automation & Control Sector
4.4 Average Semiconductor & LCD Value Estimates and Forecasts in the Factory Automation & Control Sector
4.5 Global Market for Semiconductors & LCDs in the Factory Automation & Control Sector by Equipment Type 
4.6 Global Market for Semiconductors & LCDs in the Factory Automation & Control Sector by Product
4.7 Global Market for Semiconductors & LCDs in the Factory Automation & Control Sector by Region
5.1 Key Changes to the Motor Drives Sector 
5.2 Definition of Equipment Types in the Motor Drives Sector 
5.3 Global Equipment Production Estimates and Forecasts in the Motor Drives Sector 
5.4 Average Semiconductor & LCD Value Estimates and Forecasts in the Motor Drives Sector 
5.5 Global Market for Semiconductors & LCDs in the Motor Drives Sector by Equipment Type
5.6 Global Market for Semiconductors & LCDs in the Motor Drives Sector by Product 
5.7 Global Market for Semiconductors & LCDs in the Motor Drives Sector by Region
6.1 Key Changes to the Lighting, Building Automation, HVAC&R Sector
6.2 Definition of Equipment Types in the Lighting, Building Automation, HVAC&R Sector 
6.3 Global Equipment Production Estimates and Forecasts in the Lighting, Building Automation, HVAC&R Sector 
6.4 Average Semiconductor & LCD Value Estimates and Forecasts in the Lighting, Building Automation & HVAC&R Sector 
6.5 Global Market for Semiconductors & LCDs in the Lighting, Building Automation & HVAC&R Sector by Equipment Type
6.6 Global Market for Semiconductors & LCDs in the Lighting, Building Automation & HVAC&R Sector by Product 
6.7 Global Market for Semiconductors & LCDs in the Lighting, Building Automation & HVAC&R Sector by Region 
7.1 Key Changes to the EPOS, EFT & ID Sector 
7.2 Definition of Equipment Types in the EPOS, EFT & ID Sector
7.3 Global Equipment Production Estimates and Forecasts in the EPOS, EFT & ID Sector 
7.4 Average Semiconductor & LCD Value Estimates and Forecasts in the EPOS, EFT & ID Sector 
7.5 Global Market for Semiconductors & LCDs in the EPOS, EFT & ID Sector by Equipment Type
7.6 Global Market for Semiconductors & LCDs in the EPOS, EFT & ID Sector by Product
7.7 Global Market for Semiconductors & LCDs in the EPOS, EFT & ID Sector by Region 
8.1 Key Changes to the Test & Measurement Sector 
8.2 Definition of Equipment Types in the Test & Measurement Sector 
8.3 Global Equipment Production Estimates and Forecasts in the Test & Measurement Sector 
8.4 Average Semiconductor & LCD Value Estimates and Forecasts in the Test & Measurement Sector
8.5 Global Market for Semiconductors & LCDs in the Test & Measurement Sector by Equipment Type
8.6 Global Market for Semiconductors & LCDs in the Test & Measurement Sector by Product
8.7 Global Market for Semiconductors & LCDs in the Test & Measurement Sector by Region
9.1 Key Changes to the Consumer Medical Sector 
9.2 Definition of Equipment Types in the Consumer Medical Sector 
9.3 Global Equipment Production Estimates and Forecasts in the Consumer Medical Sector  
9.4 Average Semiconductor & LCD Value Estimates and Forecasts in the Consumer Medical Sector 
9.5 Global Market for Semiconductors & LCDs in the Consumer Medical Sector by Equipment Type 
9.6 Global Market for Semiconductors & LCDs in the Consumer Medical Sector by Product
9.7 Global Market for Semiconductors & LCDs in the Consumer Medical Sector by Region 
10.1 Key Changes to the Medical Imaging & Diagnostics Sector
10.2 Definition of Equipment Types in the Medical Imaging & Diagnostics Sector 
10.3 Global Equipment Production Estimates and Forecasts in the Medical Imaging & Diagnostics Sector
10.4 Average Semiconductor & LCD Value Estimates and Forecasts in the Medical Imaging & Diagnostics Sector
10.5 Global Market for Semiconductors & LCDs in the Medical Imaging & Diagnostics Sector by Equipment Type 
10.6 Global Market for Semiconductors & LCDs in the Medical Imaging & Diagnostics Sector by Product 
10.7 Global Market for Semiconductors & LCDs in the Medical Imaging & Diagnostics Sector by Region
11.1 Key Changes to the Power & Energy Sector 
11.2 Definition of Equipment Types in the Power & Energy Sector
11.3 Global Equipment Production Estimates and Forecasts in the Power & Energy Sector 
11.4 Average Semiconductor & LCD Value Estimates and Forecasts in the Power & Energy Sector 
11.5 Global Market for Semiconductors & LCDs in the Power & Energy Sector by Equipment Type 
11.6 Global Market for Semiconductors & LCDs in the Power & Energy Sector by Product
11.7 Global Market for Semiconductors & LCDs in the Power & Energy Sector by Region
12.1 Key Changes to the Industrial Transport Sector 
12.2 Definition of Equipment Types in the Industrial Transport Sector
12.3 Global Equipment Production Estimates and Forecasts in the Industrial Transport Sector 
12.4 Average Semiconductor  & LCD Value Estimates and Forecasts in the Industrial Transport Sector 
12.5 Global Market for Semiconductors & LCDs in the Industrial Transport Sector by Equipment Type
12.6 Global Market for Semiconductors & LCDs in the Industrial Transport Sector by Product
12.7 Global Market for Semiconductors & LCDs in the Industrial Transport Sector by Region
13.1 Global Market for Semiconductors & LCDs in Other Industrial Applications by Equipment Type
13.2 Global Market for Semiconductors & LCDs in Other Industrial Applications by Product
13.3 Global Market for Semiconductors & LCDs in Other Industrial Applications by Region 
14.1 Industrial/Medical Market for Actuators & Sensors by Sub-sector
14.2 Industrial/Medical Market for Application Specific Analog ICs by Sub-sector 
14.3 Industrial/Medical Market for Standard Linear ICs by Sub-sector
14.4 Industrial/Medical Market for Power Discretes by Sub-sector
14.5 Industrial/Medical Market for Other Discretes by Sub-sector
14.6 Industrial/Medical Market for Gate Arrays & Standard Cells by Sub-sector 
14.7 Industrial/Medical Market for PLDs/FPGAs by Sub-sector 
14.8 Industrial/Medical Market for Other Logic by Sub-sector 
14.9 Industrial/Medical Market for 4/8-bit MCUs by Sub-sector 
14.10 Industrial/Medical Market for 16-bit MCUs by Sub-sector
14.11 Industrial/Medical Market for 32/64-bit MCUs/eMPUs by Sub-sector
14.12 Industrial/Medical Market for ARM-based MCUs/eMPUs by Sub-sector
14.13 Industrial/Medical Market for MIPS-based MCUs/eMPUs by Sub-sector
14.14 Industrial/Medical Market for Power Architecture-based MCUs/eMPUs by Sub-sector 
14.15 Industrial/Medical Market for 68K/Coldfire-based MCUs/eMPUs by Sub-sector 
14.16 Industrial/Medical Market for x86-based MCUs/eMPUs by Sub-sector
14.17 Industrial/Medical Market for SuperH/RX-based MCUs/eMPUs by Sub-sector 
14.18 Industrial/Medical Market for "Other" 32/64-bit MCUs/eMPUs by Sub-sector  14.19 Industrial/Medical Market for DSPs by Sub-sector 
14.20 Industrial/Medical Market for Memory by Sub-sector
14.21 Industrial/Medical Market for LEDs by Sub-sector 
14.22 Industrial/Medical Market for Other Optoelectronics by Sub-sector 
14.23 Industrial/Medical Market for LCDs by Sub-sector 
AP.1 Global Market for Semiconductors & LCDs in the Industrial/Medical Sector by Product (2008 Forecast) 
AP.2 Global Market for Semiconductors & LCDs in the Industrial/Medical Sector by Sub-sector (2008 Forecast)
AP.3 Global Market for Semiconductors & LCDs in the Industrial/Medical Sector by Product (2006 Forecast)
AP.4 Global Market for Semiconductors & LCDs in the Industrial/Medical Sector by Sub-sector (2006 Forecast) 

LIST OF FIGURES

Figure 1: Semiconductor & LCD Revenues in the Industrial/Medical Sector - Comparisons with Historical Forecasts 
Figure 2: Semiconductor & LCD Revenues in the Factory Automation & Control Sector - Comparisons with Historical Forecasts 
Figure 3: Semiconductor & LCD Revenues in the Motor Drives Sector- Comparisons with Historical Forecasts 
Figure 4: Semiconductor & LCD Revenues in the Lighting, Building Automation & HVAC&R Sector - Comparisons with Historical Forecasts 
Figure 5: Semiconductor & LCD Revenues in the EPOS, EFT & ID Sector - Comparisons with Historical Forecasts 
Figure 6: Semiconductor & LCD Revenues in the Test & Measurement Sector - Comparisons with Historical Forecasts 
Figure 7: Semiconductor & LCD Revenues in the Consumer Medical Sector - Comparisons with Historical Forecasts 
Figure 8: Semiconductor & LCD Revenues in the Medical Imaging & Diagnostics Sector - Comparisons with Historical Forecasts
Figure 9: Semiconductor & LCD Revenues in the Power & Energy Sector - Comparisons with Historical Forecasts
Figure 10: Semiconductor & LCD Revenues in the Industrial Transport Sector - Comparisons with Historical Forecasts
Figure 11: Semiconductor & LCD Revenues in the Other Industrial Applications Sector - Comparisons with Historical Forecasts