What’s New
NEW —
April 2013
The Petrov Group published an article on successful strategies of small IC vendors in the Analog/Mixed-signal IC market:
●
How small vendors compete in
analog IC market
(EETimes – April 29, 2013)
●
Case study of two AFE ICs confirms
significant potential for small IC vendors
(DigiTimes – April 9, 2013)
NEW —
February 2013
The Petrov Group published an update-article on GaN-on-Silicon for power conversion applications:
●
Vendor Positions in the High Voltage
GaN-on-Silicon Commercialization Race
●
Bodo’s Power – reprint (Feb 2013)
NEW —
December 2012
Petrov Group’s “Sensor Fusion and MEMS for 10 DoF in Mobile” voted #3 EETimes “How to” article in 2012:
●
Top 10 ‘how-to’ articles of 2012 in EE Times
NEW —
December 2012
The Petrov Group published an article on the commercialization race in GaN-on-Silicon for power conversion applications by Steve Levin, managing director - Power, titled:
●
GaN-on-Silicon for Power Conversion – Who
are the Likely Winners in the Commercialization
Race (DigiTimes, Dec. 10, 2012)
NEW —
September 2012
The Petrov Group introduces an in-depth report on Texas Instruments Power Business (2012 Edition)
- (333 pages, 211 figures). Texas Instruments (TI), the largest analog IC vendor, is an undisputed market leader and trend-setter in power management.
●
Texas Instruments Power Business
–
Making Products, Selling Solutions
Unlike most of its competitors, TI makes products but sells system solutions. The difference from its competitors is that TI does this on a grand scale and has created a one-of-a-kind business machine. For years Petrov Group has measured the effectiveness of TI’s solution strategy by using the S-factor concept. The solution factor is defined as the ratio of revenue or profit contributed by the supporting analog versus strategic system components of a solution.
For your convenience we have posted on our Report Web site:
• Table of Contents
• An extensive Press Release with detailed analog market and TI market share information in key power IC segments, and
• A 20-page Sample of Report Figures.
TI’s power business strategy is supported by its patent strategy and market dominance (a stream of eight new catalog products per day).
• TI has a 29% revenue share among the Top-10 analog IC companies
– of that 26% in catalog products and 42% in custom products
• In catalog products TI has a 35% revenue share in function-oriented catalog products while only 10% in applications-oriented catalog products
– a category dominated by European vendors and Skyworks
• In functions-oriented catalog products, TI has a 40% revenue share in power chain and 36% in signal chain products among the Top-10 vendors
– these vendors are significantly different from the Top-10 analog IC companies
In CY 2011 TI semiconductor revenues, including only 4Q12 National acquisition revenues, were $11B (total TI revenues were $13.7B). TI’s portfolio of catalog products contains about 60,000 products, of which more than 42,000 are analog products
– of which more than 20,000 are power products. In order to enable a meaningful and useful analysis of power product portfolios Petrov Group developed a model which categorizes them into twelve distinct power domains
– TI participates in all twelve power domains.
Petrov Group’s new report provides a complete analysis of TI’s power business together with key and proven market metrics
– offering the most complete view of the Texas Instruments power business available. Of equal importance is that our reports are supported by a unique service
– free-of-charge unlimited and client-confidential after-sale Inquiry Support service.
NEW —
September 2012
The Petrov Group published an article on Sensor fusion and MEMS technology for 10-DoF solutions in Mobile Devices by our Managing Director – Mobile, Dr. Lj. Ristic
●
September 3, 2012 – Sensor Fusion and
MEMS in Mobile
(EETimes)
NEW —
October 2011
The Petrov Group published two articles on standalone RF transceivers for Smartphone and Tablet applications
●
October 21, 2011 -- S/A Transceiver Types
(DigiTimes)
●
October 28, 2011 -- 1.5+ Billion S/A XCVRs
by 2015 (DigiTimes)
NEW —
August 2011
The Petrov Group published
Current State of Tablet
Products article by Dr. Lj. Ristic, Managing Director,
Mobile Markets, Petrov Group.
●
August
12, 2011 (SemiWiki)
NEW
— March – May 2011
The Petrov Group published three articles on processors for Smartphone and Tablet applications – on stand-alone (S/A AP), on integrated (AP + BB) mobile processors, and on all types of baseband (BB) processors.
●
May 3, 2011 Baseband Processors
Processors (DigiTimes)
●
March
8, 2011 Stand-alone Application
Processors (DigiTimes)
●
March 16, 2011 Integrated Mobile
Processors (DigiTimes)
NEW
— November 2010
The Petrov Group published
Adoption by Intel makes digital controllers mainstream
technology article.
●
October 29, 2010 (DigiTimes)
NEW
— October 2010
The Petrov Group introduces a landmark analysis of the complex
and fast-changing $3B+ battery management IC market titled:
●
Battery Management ICs –
From Headsets to Electric Vehicles
The requirement for power-efficient and high performance
solutions, especially in Li-Ion/Poly battery-powered devices,
continues to open profitable growth opportunities for existing
IC vendors (profit-driven Linear Technology is a major
participant) as well as for numerous start-up entrants. The
report provides the product classification and market
segmentation used in our bottom-up analysis of products and
vendors. The report is based on analysis of more than 600 core
products of twenty vendors serving eleven end-equipment
applications.
Battery management ICs are application-specific and
analog-intensive mixed-signal ICs used in numerous end-systems
and their battery packs. Although this large market has several
high growth and profitable segments, it is also fragmented —
there are more than 3,000 standard IC products with multiple
supply chains.
NEW
— August 2010 (Historical Note)
In 1982 the Journal of Business Strategy reprinted our seminal
article “The Advent of the Technology Portfolio.” For the
record, we first published this powerful concept nine years
before Prahalad, C.K. and Hamel, G. (1990) articles and books on
the core competence portfolio of the corporation.
●
1982 article “The Advent of the
Technology Portfolio”
NEW
—
July 2010
The Petrov Group has introduced in-depth
reports on the power management strategies of two preeminent
Power IC vendors — Linear Technology and National Semiconductor.
Unlike other leading Analog IC vendors, both companies remain
focused on internal manufacturing only, using a large number of
proprietary processes in legacy technology nodes.
NEW
—
June 2010
Articles regarding GF, IBM, ARM,
Samsung, TSMC, Abu Dhabi dynamics:
●
The National
●
XbitLabs
●
The National
June 20
June 21
June 13
NEW
— April – May 2010
The Petrov Group completed
three in-depth reports reports on power
management strategies of leading Power IC vendors — Texas
Instruments, Maxim and Intersil. Significantly, all three are in
the forefront of the industry transition to 180nm power
technology platforms.
NEW
— May 2010
Article: Symbiosis Between
Globalfoundries and IBM Needed for Long-term Success, says
Petrov Group.
●
Part One
●
Part Two
Article: Globalfoundries impact
and evolution could be significant, says Petrov Group.
●
Part One
●
Part Two
NEW
— February 2010
The Petrov Group introduces a new
landmark report in its Power Management IC Series that focuses
on the high growth opportunities for IC vendors and wafer
foundries in Digital Power ICs titled:
●
Digital Power
ICs – High Growth
Opportunities for
IC and Foundry Vendors
The report is based on our primary
research of 22 vendors. It removes the hype and
misunderstandings regarding this complex and highly attractive
Power IC market. Although not new, the market has now entered a
high-growth stage driven by new applications and the emergence
of power buses and focused fabless vendors – the 2009-2014
growth of its various market segments ranges from 30% to 50% per
year.
This landmark report is a
companion report to our Analog Power Conversion ICs report which
focuses on analog power ICs. The two reports are offered as a
bundled package – at a 25% discount for a single-user license
and at a 40% discount for an enterprise license.
●
Analog Power
Conversion ICs –
Enabling Power
Management Applications
The findings in all our reports
are based on bottom-up analyses of vendor product offerings;
only such an effort can result in a pragmatic and independent
validation of market size, growth, and especially of market
segmentation. A unique and differentiated feature of our
published reports is that they are supported by an unlimited
free-of-charge and client-confidential after-sale Inquiry
Service.
The Petrov Group, LLC, is a
strategy advisory firm focused on the growth and profitability
of technology companies. Our clients include most IC and system
companies worldwide.
NEW
— October 2009
The Petrov Group introduces a new landmark
report in its Power Management IC Series titled:
●
LED
Driver ICs for Displays and Lighting –
From Cell-Phones to Street Lights
The report focuses on LED driver
ICs and wafer demand in 18 key lighting and display
applications; it is a case of two major reports in one.
The report provides competitive
analyses and competitive overviews based on a detailed bottom-up
analysis of 25 IC vendors – their LED
IC product portfolio, business performance, and technology and
manufacturing trends.
The report also addresses the
market dynamics and trends: market segmentation, segment
penetration, and growth and size during the 2008 to 2013 period
and beyond. The explosive growth for LED driver ICs is truly
unparalleled – thirteen device types
among the 18 analyzed will have an annual growth exceeding 45%
through the year 2013. Moreover, at that time several
mega-markets will still be only in their initial high growth
stages.
NEW
— September 2009
The Petrov Group introduces a new
landmark report in its Power Management IC Series titled:
●
Power ICs in
Portable Devices
–
Markets, Vendors, Technologies and
Integration
Trends
The report focuses on IC
integration trends for each of eleven power applications in
twelve key device types. There are six power IC integration
domains in handheld and portable devices; each requires a
specific product, technology, and market approach.
The market for power ICs will
continue to be of major strategic importance to most end-system
and IC vendors. Insights into the integration domains of power
ICs explain, for example, why a 60-transistor power IC often
exceeds the price and profitability of a PMU with hundreds of
thousand transistors. There is a strong correlation between
vendor gross margins and the type of power management ICs they
target.
Power management ICs in portable
devices alone represent nearly 40 percent of total analog IC
revenues reported by WSTS. The market includes a large number of
typically “uncounted” ICs—in 2008 the number of power ICs ranged
from about twenty in Notebooks to about seven in Bluetooth
headsets.
NEW
— August 2009
The Petrov Group introduces a
new
report titled:
●
ICs for ESD and EMI Protection
–
Markets and
Integration Trends
This “hidden” market was
already nine times larger than reported by WSTS statistics in
2008. Moreover, there are profound changes in the semiconductor
ESD and EMI protection market, specifically its accelerating
transformation and migration – from Discretes into ICs
The IC-based integration trend of
ESD and EMI protection solutions will significantly increase the
total market within a relatively short period – driven primarily
by high-speed interfaces and mobile applications. The emerging
IC-based ESD and EMI protection market creates numerous high
margin and high ASP business opportunities. Report analyses of
two pure play vendors illustrate the financial and risk
implications in opposite approaches to the ESD protection
business.
NEW
— July 2009
The Petrov Group introduces two
new
reports titled:
●
The Rise of BCD Technology in Power
ICs
– Where and Why
●
BCD-based Integration Platform for Analog
ICs– A
Significant Value-Added Opportunity
for IC Vendors
The accelerating growth of
Bipolar-CMOS-DMOS (BCD) confirms that it meets the requirements
of an ideal analog integration technology. Its system-level
benefits are as substantial as the benefits of the historic
digital CMOS integration in terms of system cost-effectiveness,
reliability, high performance, and programmability.
The BCD platform has been
implemented in all end-application types, and across the entire
analog domain and levels of integration – from single-function
ICs to highly integrated SoC solutions.
Vast majority of new LED driver designs are
now BCD-based.
