Programmable logic vendors are able to address an increasing number of ASIC and ASSP opportunities. As ASICs and ASSPs are displaced by FPGAs a significant market opportunity opens.

Competitive factors in the logic IC industry include product pricing, time-to-market, product performance, reliability, quality, power consumption and density, and field upgradability. Portable electronics are experiencing rapid growth. Segments include consumer, medical, industrial, and military.

Programmable logic IC markets are driven by the benefits of added convenience and increased productivity. Portable electronic design is becoming more challenging as product revisions require more advanced feature function packages. Improved performance is needed to achieve competitive advantage.

Programmable logic ICs decrease power consumption. Demand for longer battery life is increasing. Demands for improvements in the portable electronics markets include need for low active and static power consumption, small footprint packages, design security, higher integration, and live at power-up. The principal competitive factors in the PLD market include demand for broadband applications and broadband enabled devices.

Altera Stratix IV family has been the fastest ramping FPGA product in the history of the PLD industry. Customer familiarity with existing vendors and entrenched products are compelling market forces. Vendors position to compete favorably with respect to these factors. Proprietary device architecture and installed base of software development systems provides competitive advantage. Due to unique architectural innovation and advanced technologies, product families provide varying degrees of competitive advantage.

Market leaders provide greater functionality and lower power consumption at a lower price for any given density compared to the predecessor products. Newer product features such as multi-gigabit transceivers and programmable power technology have enhanced our design win rate relative to other PLD vendors.

New product families are positioned to compete favorably against ASICs and ASSPs. Programmable logic ICs are positioned to compete against other types of chips such as microcontrollers, microprocessors, and digital signal processors.

Designers can add functionality of chips. Features can be added to PLDs using prebuilt and pre-verified IP cores. An IP core is typically offered in either a hard or soft form. A hard IP core is embedded into the actual circuitry of chips. A soft IP core is a licensed design file that customers incorporate into their design and program onto the PLD.

By incorporating more functionality and logic capacity on a programmable chip while providing the necessary design tools and IP cores to design a reliable system, programmable logic vendors can enhance the advantages of PLDs over competing solutions.

As is true of the semiconductor industry as a whole, the digital logic segment and the PLD sub-segment are intensely competitive, and each successive product generation is characterized by rapid technological change and price decline.

Programmable logic devices (PLDs) are semiconductor logic blocks that can be programmed after they are manufactured. The most common PLDs are Field- Programmable Gate Array (FPGAs).

Programmable logic integrated circuit markets are poised to achieve significant growth because the programmable units have an opportunity to achieve ASIC and ASSC market segment penetration. With increasingly shortened product cycles and higher costs to develop a component, the programmable logic components become an attractive alternative to the more rigid semiconductor devices.

The "process technology gap" between PLDs and ASIC and ASSP alternatives will increase over time and, when combined with the traditional PLD advantages of greater flexibility, lower development cost, and faster time-to-market, should drive the accelerated adoption of PLDs.

A decline in programmable logic semiconductor product selling prices has increased the opportunity for growth in the market with programmable units becoming more competitive with the ASIC devices as the total costs of development is considered. As the selling prices of products have decreased over time, vendors have been able to offset the selling price decreases by reducing manufacturing costs, improving yields, and increasing unit sales.

Ongoing efforts to keep pace with the decline in prices is a significant market factor. Revenues and gross margins are a matter of constant concern in the industry. International sales account for a majority of total sales.

Markets for programmable logic integrated circuit ICs at $3.5 billion in 2009 are anticipated to reach $9.6 billion by 2016, due in part to the demand for flexible devices to meet Internet and broadband opportunities.

Broadband market driving forces are articulated in part through the Internet on Ethernet networks. There are 2.5 billion Internet users. Wireless handsets are connecting to the broadband networks. There are 157 million broadband wireless handset users, out of a total 4.7 billion total wireless handset users. Cell phones have changed the world forever, they are inexpensive, affordable to almost every person on earth. Broadband is bringing the Internet to cell phones. Programmable logic ICs support broadband roll out.

Worldwide broadband markets are poised to achieve significant growth as broadband finds new uses and leverages existing ones. Costs of broadband devices are expected to decrease rapidly in response to the continuing economies of scale. Markets for Programmable logic ICs are compelling due to their innovation and flexibility.

Companies Profiled:

Xilinx, Altera, Lattice Semiconductor, QuickLogic, Actel

Check Out These Key Topics:

Programmable Logic ICs
High End Programmable Logic ICs
Ultra Low Power Programmable Logic ICs
Mixed Signal Programmable Logic ICs
Programmable Logic Device (PLD) Market Growth
Volume Point PLDs
Cost Effective PLDs
ASICs
Cellphones
Internet
IP TV
Networking
Strategy
Broadband Opportunity
Ethernet Strategy
Net neutrality
Broadband Market Shares
Broadband Growth Strategy
Broadband Programmable Logic IC Applications

TABLE OF CONTENTS

Programmable Logic IC Executive Summary
      Programmable Logic Market Driving Forces
      Programmable Logic Market Shares
      Programmable Logic Market Forecasts
        The Programmable Logic Market
     

1. Programmable Logic IC Market Description and Market Dynamics
      1.1 Programmable Logic ICs Design Aspects
      1.2 Programmable Logic Devices PLDs Industry Overview
        1.2.1 Digital Logic Overview
      1.3 Programmable Logic IC Tipping Point in the
      Semiconductor Industry
      1.4 Leveraging Enterprise Global Structure
        1.4.1 Competing for Design Wins
        1.4.2 Developing Competitive Products
      1.5 Cost-Optimized Product Strategy
      1.6 Programmable Logic IC Product Categories
      1.7 Low-Power Flash Devices

2. Programmable Logic IC Market Shares and Forecasts
      2.1 Programmable Logic Market Driving Forces
      2.2 Programmable Logic Market Shares
        2.2.1   Xilinx
        2.2.2   Altera
        2.2.3   Lattice Programmable Logic ICs
        2.2.4   Actel
        2.2.5   Programmable Logic IC Market Competition
        2.2.6   Programmable Logic IC Segment Market Shares
        2.2.7   High End Programmable Logic ICs Markets
        2.2.8   Ultra Low Power Programmable Logic ICs Market Shares
        2.2.9   Mixed Signal Programmable Logic ICs
      2.3 Programmable Logic Market Forecasts
        2.3.1 Programmable Logic Device (PLD) Market Growth
        2.3.2 Volume Point Where PLDs Are More Cost
        Effective Than ASICs
        2.3.3 Programmable Logic IC Industry Segment Forecasts
        2.3.4 High End Programmable Logic ICs
        2.3.5 Mid Range Programmable Logic ICs
        2.3.6 Low End Programmable Logic ICs
        2.3.1 The Programmable Logic Market
        2.3.2 Programmable Logic End Market Growth
        2.3.3 Automotive Entertainment
        2.3.4 Net Sales of FPGAs and CPLDs, and Other Products:
      2.4 ASIC Semiconductor Market
        2.4.1 Tipping Point With Respect To Displacing
        ASICs And ASSPs With Programmable Logic ICs
        2.4.2 Competition From The ASIC Market
        2.4.3 Programmable Logic IC Strategy for Displacement
        of ASICs and ASSPs
        2.4.4 Cost Of Developing An ASIC Increasing
        2.4.5 Semiconductor Design Platforms
      2.5 Programmable Logic Market Segments
      2.6 Semiconductor Markets
        2.6.1   Discrete Semiconductor Devices
        2.6.2   Cost Of Developing An ASIC
        2.6.3 FPGAs Growth
        2.6.4 Primary Reasons for FPGA Wins
      2.7 Selected Programmable Logic Prices
      2.8 Programmable Logic Regional Revenue

 3. Programmable Logic IC Product Description
      3.1 Altera Programmable Logic Products
        3.1.1 Altera Stratix III and Stratix IV High-End,
        System-Level FPGAs
        3.1.2 Altera Arria and Arria II GX Mid-Range,
        Transceiver-Equipped FPGAs
        3.1.3 Altera Cyclone III and Cyclone IV Low-Cost FPGAs
        3.1.4 Altera MAX II CPLDs
        3.1.5 Altera HardCopy ASICs
        3.1.6 Altera Intellectual Property Cores
        3.1.7 Altera Development Tools
      3.2 Xilinx
        3.2.1 Xilinx Silicon Products
        3.2.2 Xilinx Virtex FPGAs
        3.2.3 Xilinx Spartan FPGAs
        3.2.4 XilinxCPLDs
        3.2.5 XilinxEasyPathTM FPGAs
        3.2.6 XilinxDesign Platforms and Services P
        rogrammable Platforms
        3.2.7 Xilinx Domain-Specific Platform
        3.2.8 Xilinx Design Tools
      3.3 Lattice Programmable Logic ICs
        3.3.1 Lattice Programmable Mixed Signal Families
        3.3.2 Lattice Power FPGA Positioning
      3.4 Actel
        3.4.1     Actel Low-Power FPGAs
        3.4.2     Actel IGLOO Low-Power FPGAs Small Footprint
        3.4.3     Actel Portable Applications
        3.4.4     Actel Solutions
        3.4.5     Actel Total System Cost
        3.4.6     Actel Low System Cost
        3.4.7     Actel Security
      3.5 Quicklogic
        3.5.1 Quicklogic Frame Recycler
        3.5.2 QuickLogic Wake-up and Verify (WAV)
        3.5.3 QuickLogic Smart Programmable Integrated Data
        Aggregator (SPIDA)
        3.5.4 QuickLogic Framebuffer Solution to Extend Battery
        Life of Consumer Devices

 
4. Programmable Logic IC Technology
      4.1 Aspects of High Reliability ICs
      4.2 ASICs, ASSPs, and PLD Competitive Positioning
      4.3 Node Level Power Dissipation
        4.3.1 Rapid Progress is Being Achieved for
        Development Methodology
      4.4 ASIC / ASSP Development Cost Trend

5. Programmable Logic IC Company Profiles
      5.1 Actel
        5.1.1 Actel Second Quarter 2010 Revenue
        5.1.2 Actel Net Revenues
      5.2 Altera
        5.2.1 Altera High-Performance, High-Density
        Programmable Logic Devices
        5.2.2 Altera Net Sales By Customer Type
        5.2.3    Altera Segment and Geographic Information
        5.2.4    Altera Revenue
        5.2.5    Altera Market Overview
        5.2.6    Altera Sales Overview
        5.2.7    Altera Sales by Product Category
        5.2.8    Altera Net Sales By Product Category:
        5.2.9    Altera Sales by Market Segment
        5.2.10   Net sales of FPGAs and CPLDs, and Other Products:
        5.2.11   Altera Sales by Geography
      5.3 Lattice
        5.3.1 Lattice MACHXO
        5.3.2 Lattice Revenue
        5.3.3 Lattice Semiconductor (NASDAQ: LSCC) Revenue
      5.4 QuickLogic
        5.4.1 Quicklogic Customized Solutions
        5.4.2 QuickLogic CSSP Solution Concept
        5.4.3 QuickLogic Quick Facts
        5.4.4 QuickLogic Fiscal 2010 Second Quarter
        Revenue More Than Doubled Year over Year
        5.4.5 QuickLogic
        5.4.6 QuickLogic Announces Fiscal 2010 First
        Quarter Results - 27% Sequential Revenue Growth
        5.4.7 QuickLogic Revenue By Product and by Geography
      5.5 Xilinx
        5.5.1 Xilinx Technology Drivers
        5.5.2 Xilinx Strategy
        5.5.3 Xilinx Revenue
        5.5.4 Xilinx Product Segments, Revenue For New,
        Mainstream, And Base Chips
        5.5.5 XilinxNet Revenues by End Markets
        5.5.6 Xilinx Net Revenue by Industry Segment
        5.5.7 Xilinx Net Revenues by Geography
        5.5.8 Xilinx Geographic Segment Information
        5.5.9 Xilinx Intellectual Property

List of Tables and Figures

Programmable Logic IC  Executive Summary
      Figure ES-1
      Programmable Logic IC, the Killer App
      Table ES-2
      Programable Logic IC Market Driving Forces
      Figure ES-3
      Programable Logic Market Shares, Dollars, 2009
      Table ES-4
      Programmable Logic ICs Market Forecasts Dollars,
      Worldwide, 2010-2016

Programmable Logic IC  Market Description And Market Dynamics 
      Figure 1-1
      Programmable Logic ICs Design Aspects
      Table 1-2
      Electronic Systems Different Types Of Digital Integrated Circuits
      Table 1-3
      Types of Logic Circuits
      Table 1-4
      Logic Circuit Product Variables
      Figure 1-5
      Flash Industry Specific Target Markets

Programmable Logic IC  Market Shares and Market Forecasts 
      Figure 2-1
      Programmable Logic IC, the Killer App
      Table 2-2
      Programable Logic IC Market Driving Forces
      Figure 2-3
      Programable Logic Market Shares, Dollars, 2009
      Table 2-4
      Programmable Logic ICs Market Shares Dollars,
      Worldwide, 2009 and H1 2010
      Figure 2-5
      Key Growth Opportunities for Xilinx
      Figure 2-6
      Xilinx Looks to Capture Existing ASIC and ASSP
      Revenue With Programable Logic ICs
      Figure 2-7
      Xilinx Virtex-6 IC Programable Logic Advances
      Figure 2-8
      High End Programmable Logic ICs Market Shares
      Dollars, Worldwide, H1 2010
      Figure 2-9
      High End Programmable Logic ICs Market Shares
      Dollars, Worldwide, H1 2010
      Table 2-10
      Ultra Low Power Programmable Logic ICs Market
      Shares, Dollars, Worldwide, H1 2010
      Table 2-11
      Mixed Signal Programmable Logic ICs Market Shares,
      Dollars, Worldwide, H1 2010
      Table 2-12
      Programmable Logic ICs Market Forecasts Dollars,
      Worldwide, 2010-2016
      Table 2-13
      Programmable Loic ICs Market Forecasts Dollars and
      Percent Growth, Worldwide, 2010-2016
      Figure 2-14
      High End Programmable Logic ICs Market Forecasts
      Dollars, Worldwide, 2010-2016
      Figure 2-15
      Mid Range Programmable Logic ICs Market Forecasts
      Dollars, Worldwide, 2010-2016
      Figure 2-16
      Low End Programmable Logic ICs Market Forecasts
      Dollars, Worldwide, 2010-2016
      Table 2-17
      Programmable Logic Integrated Circuit IC Market Forecasts,
      Units and Dollars, Worldwide, 2010-2016
      Figure 2-18
      Projected Growth PLD End Market Estimates
      Table 2-19
      Programmable Logic Device Market Industry Positioning
      Figure 2-20
      Automotive Entertainment Uses
      Programmable Semiconductor ICs
      Figure 2-21
      Programmable Logic FPGA and CPLD ICs Market Segments,
      Percent Worldwide, 2009
      Figure 2-22
      Programmable Logic FPGA and CPLD ICs Market Segments,
      Percent Worldwide, 2009
      Table 2-23
      Net Sales of FPGAs and CPLDs, 2007-2009
      Table 2-24
      Programmable Logic FPGA and CPLD ICs Market Segments
      Worldwide, 2009
      Figure 2-25
      Programmable ICs Opportunity Drivers
      Figure 2-26
      ASIC/ASSP Application Gap
      Figure 2-27
      Xilinx Virtex-6 Recent Design Wins Bu Industry Segment
      Table 2-28
      Primary Reasons for FPGA Wins
      Table 2-28 (Continued)
      Primary Reasons for FPGA Wins
      Table 2-28 (Continued)
      Primary Reasons for FPGA Wins
      Figure 2-29
      Programmable Logic Regional Revenue Q2 2010
      Figure 2-30
      Xilinx Programmable Logic Regional Revenue Q2 2010
      Figure 2-31
      Lattice Programmable Logic Regional Revenue Q2 2010
      Figure 2-32
      Quicklogic Programmable Logic Regional Revenue Q2 2010
      Figure 2-33
      Actel Programmable Logic Regional Revenue Q2 2010
      Table 2-34
      Altera Sales by Geography

 Programmable Logic IC  Product Description 
      Table 3-1
      Altera Programmable Logic Device Categories
      Figure 3-2
      Xilinx Virtex Next Generation Performance
      Table 3-3
      Xilinx FPGA Product Positioning
      Figure 3-4
      Xilinx Design Industrial Wins
      Figure 3-5
      Xilinx Automotive Design Wins
      Figure 3-6
      Xilinx TDP Positioning
      Figure 3-7
      Xilinx Next Generation Software Platform
      Figure 3-8
      Xilinx Unified Architecture Supports Range of Applications
      Figure 3-9
      Xilinx Ultra High End FPGA
      Figure 3-10
      Xilinx is Enabling Power Efficient Low End Applications
      Figure 3-11
      Xilinx FPGA Innovatiion in Runtime
      Figure 3-12
      Xilinx Virtex and Spartan Aerospace and Defense Design Wins
      Table 3-13
      Xilinx Virtex-FPGA family High-Performance, 40-Nm
      Process Technology Optimized To Deliver Feature
      Mixes To Address A Variety Of Markets
      Table 3-14
      Xilinx Sixth Generation Spartan FPGA Series FPGA Family
      Figure 3-15
      Lattice FPGA Product Solutions
      Figure 3-16
      Lattice Programmable Mixed Signal Family Roadmap
      Figure 3-17
      Lattice Programmable Mixed Signal Families Benefits
      Figure 3-18
      Lattice FPGA Product Positioning
      Table 3-19
      Lattice Lower Power Components Benefits
      Figure 3-20
      LatticeECP3 Static (Quiescent ) Power Consumption of vs.
      Competing FPGAs
      Figure 3-21
      Total LatticeECP3 Power Consumption of vs.
      Competing FPGAs
      Table 3-22
      Lattice Power Manager
      Table 3-23
      Lattice Clock Manager
      Table 3-24
      Actel IGLOO Series Of Low Power FPGAs Key Features
      Table 3-25
      Actel IGLOO Series Devices
      Table 3-26
      Actel IGLOO Series Of Low Power FPGAs Vertical Markets
      Table 3-27
      Actel Series of FPGAs
      Table 3-27 (Continued)
      Actel Series Of FPGAS SmartFusion
      Figure 3-28
      Actel IGLOO low-power FPGAs Small Footprint
      Figure 3-29
      Actel IGLOO Low-Power FPGAs Battery Life in
      Hours, 50% Idle, 50% at 100 Mhz Operation
      Figure 3-30
      Actel IGLOO Low-Power FPGAs Battery Life in
      Hours, 95% Idle, 5% at 100 Mhz Operation
      Table 3-31
      Actel Component Functions
      Table 3-31 (Continued)
      Actel Component Functions
      Table 3-31 (Continued)
      Actel Component Functions
      Figure 3-32
      Actel IDE, SDIO, USB, And Mini PCI Interface
      Figure 3-33
      Actel Applications
      Table 3-34
      Actel's Solution Segments
      Figure 3-35
      Actel Mixed Signal Integration Features
      Table 3-36
      Actel Nonvolatile Devices Key Benefits
      Figure 3-37
      Actel Low Power
      Figure 3-38
      Actel Low Power Advantage
      Table 3-39
      Actel Features
      Table 3-39 (Continued)
      Actel Features
      Table 3-39 (Continued)
      Actel Features
      Figure 3-40
      Actel Security Features
      Figure 3-41
      Quicklogic Significantly Extends Handheld Device
      Battery Life with DPO
      Table 3-42
      Quicklogic Solution Platform Family Integration
      Figure 3-43
      Quicklogic Display Power Consumption Through Intelligent Control
      Table 3-44
      QuickLogic SPIDA Smart Programmable
      Integrated Data Aggregator Technology Performance

Programmable Logic IC  Technology
      Figure 4-1
      Actel High Reliability ICs
      Table 4-1
      ASIC, ASSP, and PLD Feature Comparison
      Figure 4-3
      Node Level Power Dissipation
      Figure 4-4
      Low Power Designs
      Figure 4-5
      Innovation in Power Reduction Technologies
      Figure 4-6
      Rapid Progress is Being Achieved for Development Methodology
      Figure 4-7
      Xilinx Leadership in Partial Reconfiguration
      Figure 4-8
      Xilinx Partial Reconfiguration Application
      Figure 4-9
      Xilinx Anatomy of Targeted Design Platform
      Figure 4-10
      ASIC / ASSP Development Cost Trend
      Figure 4-11
      Balance Between Mid Market ICs and Ultra-High End
      Programmable Logic Devices

Programmable Logic IC  Company Profiles
       Figure 5-1
      Actel Profile
      Figure 5-2
      Actel FPGA Solves ASIC Business Model Problems
      Figure 5-3
      Actel FPGA Solves ASIC Business Model Problems as
      Cost of Design Increases at Smaller Nodes
      Figure 5-4
      Actel FPGA Solves ASIC Business Model Problems as
      Number of Design Starts Decreasing with Shift to Smaller Nodes
      Figure 5-5
      Actel Technology Roadmap
      Table 5-6
      Actel Significant Developments During Q2 2010
      Figure 5-7
      Actel Revenue by Geography, Q1 2010
      Figure 5-8
      Actel Revenue by End Market, Q1 2010
      Figure 5-9
      Actel Quarterly Net Revenues
      Figure 5-10
      Actel Flash FPGA revenues
      Table 5-11
      Altera Market Segments, Sub-Segments, and Application/Products
      Table 5-11 (Continued)
      Altera Market Segments, Sub-Segments, and Application/Products
      Table 5-11 (Continued)
      Altera Market Segments, Sub-Segments, and Application/Products
      Figure 5-12
      Lattice Company Profile
      Table 5-13
      Lattice PDL and FPGA Product Positioning
      Table 5-14
      Lattice ECP3 Mid-Range FPGA Product Positioning
      Table 5-15
      Lattice MACHXO Features
      Table 5-16
      Lattice ispMACH 4000ze Features
      Figure 5-17
      Lattice Development Kits
      Figure 5-18
      Lattice Worldwide Sales, Engineering, and Headquarters Presence
      Figure 5-19
      Lattice Worldwide Manufacturing Partner Presence
      Figure 5-20
      Lattice Worldwide Sales and Distribution Partners
      Figure 5-21
      Lattice Mid Range Strategy
      Figure 5-22
      Lattice Low Density Strategy
      Figure 5-23
      Lattice Mid Range and Low Density Programmable
      Digital Segment Strategy
      Figure 5-24
      Lattice Quarterly Revenue
      Figure 5-25
      Lattice New Product Quarterly Revenue
      Figure 5-26
      Lattice 2Q 2010 Quarterly Revenue
      Figure 5-27
      Xilinx Range of Markets
      Figure 5-28
      Xilinx Customer Base
      Figure 5-29
      Xilinx CT Scan Value Provided
      Table 5-30
      Xilinx End Markets, Sub-Segments, and Applications
      Table 5-30 (Continued)
      Xilinx End Markets, Sub-Segments, and Applications
      Table 5-31
      Xilinx Customer Applications
      Table 5-32
      Xilinx Strategy Is For Expansion
      Table 5-33
      Xilinx Strategic Positioning
      Figure 5-34
      Xilinx Revenue
      Figure 5-35
      Xilinx Historical Revenue, 1997-2010
      Figure 5-36
      Xilinx Targeted Design Platforms
      Figure 5-37
      Xilinx Revenue Performance at High End
      Figure 5-38
      Xilinx Virtex Revenue Ramp-Up
      Figure 5-39
      Xilinx Worldwide Sales Model
      Figure 5-40
      Xilinx Next Generation Foundry Partners
      Figure 5-41
      Xilinx Building on Virtex Leadership
      Figure 5-42
      Virtex 5 Sales Exceed $100M in FYQ3
      Figure 5-43
      Xilinx Leadership in High Performance Transceivers