Like any reporting and analysis, the numbers presented depend upon what you are counting and how you differentiate and segment in order to create TAM's and breakdowns that are accurate and relevant to the industry. CS &A has 100% focus in Semiconductor Timing, which we breakdown into three basic segments;
CS &A provides several reports that provide focus into these product categories/classifications that we employ and these “buckets” are pretty much agreed to by the supplier and consumption bases;
We believe this portfolio of reports provides a full and complete review and analysis for the entire Semi Timing Market based upon the reports defined and described above. We note that the RF Timing coverage is included in the Semiconductor Clock and Timing Report since we see architectures that are in line with definitions accepted by the industry - biggest differentiator today for RF is frequency (>800MHz).
CS &A employs a unique methodology in our reporting; dubbed Top Down / Bottoms Up, we obtain top down data and information defined as; the number of systems shipped in a given application within a defined market segment (Consumer, Computing, Communications, Industrial) in a given consecutive 12 months defined as the calendar year Vs. Fiscal Year which may have different dates bracketing their financials. We then apply the Bottoms up factors; to review the specific use case and system level application, and determine what type/category of Semiconductor Timing solutions employed in that design, we research channels and obtain a weighted device $ASP in high volume (typically 1 M pcs), and roll up the number to form a TAM for that product within a defined segment, down to a specific use case / solution for that specific application. This methodology has been employed by Timing Industry Marketing Management and technical procurement folks on the consumption side for many years now, and has been accepted as The credible standard today.
CS &A also works our resources to get online to gather & review RSS feeds in real time, research public domain information for which, CS &A has developed some unique tools to aid in our work. CS &A performs supplier interviews both via web / phone conferencing and direct visits into the WW supplier base, making visits to Marketing, Operations, and Management in order to maintain the high level we set for ourselves. Supplier surveys are sent out every year with a very high rate of return giving us good actual numbers as a starting point and then subsequently validate & factor for one or more of a multitude of potential reasons in order to yield a credible and meaningful result.
Rising complexity and costs for developing and manufacturing IC devices has led to major consolidation of device makers and semiconductor equipment and material suppliers. In Semi Timing, like all semiconductors consolidation via MnA has changed the industry supply chain significantly and raises the stakes for those making the “silicon magic” that is enabling our digital world. The availability of digital devices, the ubiquitous tablets and smart phones, and the exciting possibilities of the Internet of Things (IoT) are forecast to increase growth in ICs again in 2015-16. Considering that semi timing tracks WW Semi consumption quite closely in volumes, increased device $ASP erosion has left the Semi Timing industry with significant impact. Despite increases in volumes in key areas of the industry has yielded almost flat results YoY for Timing over the last 3-5 years with the heaviest pressure on the XO suppliers having pricing driven down by start-ups and minority players.
For this current Report revision, CS &A has placed new and additional focus and resources on the realities of a changing supply chain ecosystem and in search of new directions for continued growth and inflection in the semiconductor manufacturing industry.
TABLE OF CONTENTS
Custom Research Services
Consulting Services and Associates LLC (CS &A LLC) was established in 2002, and is based in the heart of the Silicon Valley located in Cupertino, California, where it has established itself as the number one Go To Resource for information relating to the Semiconductor Timing Industry.
Resourced and staffed by Semiconductor Timing Industry veterans with more than 100 man years of combined experience in the industry with disciplines including; Marketing, Engineering, Technology Development, Manufacture, and Sales Channel, make up this first class team.
CS &A LLC provides the most comprehensive, in depth, and detailed reporting in the industry with focus on all aspects of Semiconductor Timing Technologies to include;
Fractional N PLL’s
Digital Hybrid PLL’s
OT Based Oscillators
Design Methods and Compensation techniques
Referred to as; “Actionable Reporting”, our clients have come to rely upon CS &A data in market research, competitive analysis, product development and definition, and market trending with key applications supporting growth in the Semi Timing industry. Supported by the leading suppliers in the Timing Industry, CS &A has positioned itself with Market Reporting, Consulting Services, and Lab resources and services able to full characterize any Semi Timing solution.
Our unique reporting method of Top Down / Bottoms up, provides the best possible data collection, segregation and aggregation for factoring and a full Analysis is what makes our reporting both special and unique. According to Mark Sherwood, the Principal Associate and CEO at CS &A; “Our reach is Worldwide, and we continue to support our consulting clients onsite and remote, as needed, as well as providing the best in class reporting. Our Clients make up a significant percentage of the worldwide supplier base as well as channel players and high consumption OEM’s. This reflects the level of detail, accuracy, and actionable content realized through our reporting allowing a wide view and scope of the Semiconductor Timing MarketScape. This is one area that has helped differentiated CS &A from the rest of the pack, and our position as the leader for the last 6 years, reflects the value of our work and end product.”
CS &A LLC’s Report coverage spans all key markets for Semiconductor Timing to include;
Physical Layer and MAC Timing
Infrastructure and Back Haul
Wireless and Radio
Military / Aerospace and Avionics
In Semiconductor Timing research and reporting, CS &A includes all types and categoriesof Semiconductor Timing Solutions to Include;
Standalone Ceramic and Quartz
Zero Delay Buffers
Non Zero Delay fanout and Distribution Buffers
Partial and Fully Integrated Clock Tree Solutions
RF Synthesizers and VCO’s
Waveform Integrity – Jitter attenuation
RF Modules and components
CS &A reports on Commodity, Complex Commodity, Precision and Ultra-Precision class Semiconductor Timing Solutions and incorporates 90% of the Worldwide supplier base into our analysis and reporting. Unique, in depth, relevant, timely, detailed and comprehensive, and actionable are best words to describe the value added.
CS &A is a very active participantin the industry via its consulting services group, and is staffed with industry professionals with significant experience and expertise that complement the capabilities of this information provider. Also, CS &A remains an active player in Industry based committees such as JEDEC, ANSI, and IEEE, add to our reach and helps keep us up to date in technology, design, and manufacture. Keeps them deeply involved, and up to date…
Today, CS &A provides a number of Industry Market Reports specific to the Semiconductor Timing segment;
Crystals and Oscillator Report and Analysis
Semiconductor Clock and Timing Report and Analysis
Combined Semiconductor Timing Report and Analysis
Semiconductor Timing Opportunities in Communications Infrastructure and Back Haul
High End Focused Semiconductor Timing and RF Filters
A single user license option (limited use license) is provided as well as the standard Enterprise License which includes;
Posting on the entity / company server for use WW within the company
The main report released in Q1 CY
The Report associated Data bases in Excel format
The 2H CY update, published at year end
Up to 4 hours of report related consulting
CS &A LLC Consulting Services include but not limited to:
Competitive research and analysis
Market research and analysis
Marketing and Sales Planning
Go to Market Strategies and deployments
Product definition and applications specific point solution development
Product characterization and reporting
Due Diligence and Validations
Technology research and productization
We would be more than happy to talk with you about your special needs. Please use the "Request More Info" tab to submit information and receive a quotation for custom research services.