Combined Semiconductor Timing Report & Analysis

Combined Semiconductor Timing Report and Analysis CY2014-Q1 2015

Consulting Services & Associates, Date of Publication: Apr 27, 2015


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;

1. Crystals (Xtal's) and Oscillators:

  • a. Quartz, MEMS, SAW, and Compensated CMOS Technologies
    • i. Standalone Quartz and MEMS
    • ii. XO's
    • iii. TCXO's
    • iv. VCXO's
    • v. OCXO's
    • vi. OCSO's

2. Semiconductor Clock and Timing:

  • a. Traditionally the IC side of the business, these solutions are designed in support of an External Crystal where a PLL is typically employed as a multiplier
    • i. Oscillators
      • 1. Die sales into FCP
    • ii. Synthesizer / Frequency Generators
      • 1. Die Sales into FCP
      • 2. Commodity, Precision, and Ultra-Precision class designs
      • 3. Now includes Macro Timing (this is a new category)
        • a. Integrated (Partial and Full) clock trees
          • i. Crystal + Osc. + Freq. Gen + Fan out + DC and control
    • iii. Zero Delay Buffers
    • iv. Non-Zero Delay Buffers
      • 1. Fan out and Distribution Buffers
    • v. Real Time Clocks
    • vi. Specialty Solutions
      • 1. Programmable Skew
      • 2. Redundancy and Fail Safe
      • 3. Waveform Integrity
        • a. Jitter Attenuation

3. RF Timing Components and Modules:

  • a. This section is included in the Semi Clock & Timing Report / Analysis
  • b. Typically associated with Frequencies >800MHz
  • c. VCO's
  • d. PLL's
  • e. Discreet PLL Elements for high frequency

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;

  • 1. Crystal & Oscillators
  • 2. Semiconductor Clock & Timing
  • 3. Combined Semiconductor Timing
    • Focus Reporting;
  • 4. 32KHz and Real Time Clocks
  • 5. Semi Timing Opportunities in Communications Infrastructure and Backhaul
  • 6. High End Timing and RF Filters

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. 

This report combines the "Crystal & Oscillator Report & Analysis" and the "Semiconductor Clock and Timing Report & Analysis". Includes the database file in Excel for xtal and oscillators.


  • Limited License Agreement
    • Disclaimer
  • Preface
    • Summary
    • Some additional key Factoids for CY2014
  • Instrumentation - Avionics - Radar - Military and Aerospace Timing
    • Samsung and Apple Lead as Top Global Semiconductor Customers in 2014
  • Semi Equipment Status at the December closing
    • CAPEX in Semi Timing
    • Growth Continues into Q4CY2014 despite the pressures...
  • What is driving the Growth we see?
    • 2014 CE
  • Servers 2014
  • PC'S
  • Tablet Shipments see a measureable decline in Q4 2014 - A new Trend?
  • Base Stations 2014
    • Power Meters
  • A summary of The INTERNATIONAL CES 2015
    • The internet of Things (IoT) driving growth and spurring controversy
    • iPilot - Drones
    • Printing in 2015
    • 3D Printing
    • Actuals in SmartPhone Shipments
    • Microsoft 2015
    • Microsoft sees Surface revenue jump to $1.1B in Q2 2015, sells record 10.5M Lumia
    • smartphones
  • Video Gaming Hardware
    • Handheld Video Gaming
  • RF and Radio 2014
    • The fragile Spectrum Allocation we face in 2015
    • Chinese Brands: Not Just Cheap Phones
    • Set Top Boxes (STB's)
    • Data shows a healthy increase YoY
    • China's Over the top STB's continue the rise
    • DVR in 2015
    • DTV Shipments 2014
    • VoIP Shipments
    • Access Points
    • Expansion of Google Networks at a City Level
    • Cisco vs. Microsoft...vs. Google?
    • Broadcom - A harbinger of change for Semi Timing
    • Automotive Timing; new territory
    • What's driving change?
    • Impact on the auto industry
    • Industry imperatives
  • 2014 MnA; a very Busy and Active year !
    • Mega Chips acquires SiTime
    • ADI acquires Hittite
    • Micrel acquires Discera
    • Avago acquires LSI Logic
  • Other MnA
  • IBM to pay $1.5B to shed its costly chip division
  • CS &A forecasts a boom in sales of Cat4, Cat6 LTE chips
    • Wearables - a growth application for Timing
      • Timing chips for wearable applications: design and performance considerations
      • Home Router and Home Access Points
  • Timing Supplier Updates and Spotlight 2H CY2014
    • Exar Corporation
    • IDT
    • IDT 3Q FY results
    • IDT 2014 Semi Timing Specific Revenue estimates
  • The Changing mix of Product categories and Solutions in Semi Timing;
    • 32KHz and Real Time Clocking
  • Semiconductor Clock and Timing; THE NUMBERS for 2014-15
    • Semiconductor Clock & Timing Supplier Ranking by $Revenues
    • Semi Clock & Timing; A Changing Mix of Solutions
      • Volumes for Consumption CY2014 for Product Categories by Market and Application
    • Semiconductor Clock & Timing Product Category Definitions
  • Semiconductor Clock and Timing WW Consumption By Market Segment, Use case & Application;
  • WW Semiconductor Timing CY2014-15 TAM in $$USD
    • The Semiconductor Clock & Timing $Revenue Forecast by Product Category thru CY2019...
  • CY2014 - 15 Crystals and Oscillators
    • Xtal's & Oscillator's; Product Categories and Definitions
    • Crystal and Oscillator Product Category Breakouts
      • XOs XO; Crystal Oscillators
      • TCXOs Temperature Compensated Crystal Oscillators;
    • VCXO's
    • OCXOs
  • Crystal and Oscillator Market Summary
    • On the Compensated CMOS side;
    • kHz Growth moving forward
    • MHz Crystals slowing
    • Sand9 moving forward and making progress
  • Declining Markets
  • Xtal and Oscillator Supplier Rankings by $$Revenues
    • Market Shares
    • Crystals
    • XOs/MOs
    • TCXOs
    • VCXOs
    • OCXOs
  • Forecast Analysis
  • kHz Crystals
    • MHz Crystals
      • MHz Crystal Package Forecast
      • XOs/MOs
      • XO/MO Package Forecast
      • XO/MO Forecast by Stability
      • XO/MO Forecast by Output Type
      • TCXOs
      • TCXO ASP Forecast
      • TCXO Forecast by Stability
      • VCXOs
      • OCXOs
  • Quick Supplier Base Analysis
    • Crystal & Oscillator Supplier Matrix by Capabilities
    • Crystal & Oscillator Supplier Matrix by Product
    • Supply Base Changes - Mergers and Acquisitions
    • Supplier Mergers and Acquisitions 


Additional Information:
Pricing on the website is provided for single users and 2-5 users licenses only. Please contact us to purchase other multi-user licenses.
Date of Publication:
Apr 27, 2015
File Format:
PDF & Excel Files via E-mail

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;

  • SAW

  • Quartz

  • MEMS

  • Ceramic

  • Compensated CMOS

  • RF Modules

  • PLL’s

  • DLL’s

  • Fractional N PLL’s

  • Digital Hybrid PLL’s

  • Simple Oscillators

  • 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;

  • Consumer

  • Gaming

  • Computing

    • Motherboard

    • Non Motherboard

  • Communications

    • Physical Layer and MAC Timing

    • Infrastructure and Back Haul

    • Wireless and Radio

  • Industrial

    • Automotive

    • Process Controls

    • Data Acquisition

    • Appliances

    • Medical

    • Instrumentation

  • Military / Aerospace and Avionics

  • Radio

In Semiconductor Timing research and reporting, CS &A includes all types and categoriesof Semiconductor Timing Solutions to Include;

  • SAW Oscillators

  • Standalone Ceramic and Quartz

  • XO’s

  • MO’s

  • TCXO’s

  • VCXO’s

  • OCXO’s

  • OCSO’s

  • VCO’s

  • Synthesizers

  • Frequency Generators

  • Zero Delay Buffers

  • Non Zero Delay fanout and Distribution Buffers

  • Partial and Fully Integrated Clock Tree Solutions

  • Precision Synthesizers

  • 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;

  1. Crystals and Oscillator Report and Analysis

  2. Semiconductor Clock and Timing Report and Analysis

  3. Combined Semiconductor Timing Report and Analysis

  4. Semiconductor Timing Opportunities in Communications Infrastructure and Back Haul

  5. High End Focused Semiconductor Timing and RF Filters

User Licenses

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

  • Funding support

  • 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.