世界における半導体市場の予測：基地局コンポーネントの険しい道

A Tough Road Ahead for Base Station Components-- Worldwide Semiconductor Forecast

発行	In-Stat
出版日	2008年12月	商品コード	79856
ページ情報	英文 35 Pages
価格	US$ 3,495 換算 ¥ 282,011 (税抜) PDF and Excel File by E-mail (Single User License)

概要
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原文目次

Abstract

Summary

This report is required reading for anyone tracking the state of the cellular base station market and its associated markets in base station semiconductors. Included in this report are the three top forecasts for monitoring the base station equipment and base station semiconductor markets: new base stations, new base station revenue, and new base station semiconductor revenue. All three of these forecasts are broken-out by technology and region.

While research reports of competitor companies contain forecasts of sectors shipped, or base stations worldwide, this report digs deeper to give a clearer view on the market by expanding on the technology breakdown and regional makeup of base station shipments.

Going forward, this will be a tough time for those producing base station equipment and semiconductors, and the weaker companies, or those poorly positioned, will not likely survive. Not only are we facing an economic slowdown the likes of which have not been seen in 25 years, but also infrastructure manufacturers are just coming off an unusual infrastructure growth spurt, with operators around the world spending billions on new 3G equipment. Unfortunately, that growth couldn' t go on forever, and there is nothing like a good recession to get operators to rethink their spending plans.

With the transition to WCDMA, spending on GSM base stations is coming to a halt quickly, but some operators are transitioning to EDGE, and have no immediate plans to spend large cash outlays for new WCDMA equipment. CDMA equipment manufacturers face a different challenge. CDMA operators are actively upgrading their equipment to CDMA2000 1X EV-DO, but without an evolutionary technology enhancement path beyond that technology, CDMA operators are becoming increasingly hesitant to invest more money into their CDMA systems. To make matters worse, some operators are switching from CDMA to EDGE, and, even in South Korea, CDMA subscribers are getting snatched away by WCDMA systems.

HIGHLIGHTS

Base station semiconductor revenue will decline an average of 12.3% per year from 2008 - 2012.
The slowing worldwide economy is having wide-ranging negative effects on all regions, with the possible exception of Africa.
Base station semiconductor revenue will drop from $7.2B in 2007 to $4.6B in 2008.

What' s in the Report?

Cellular base station unit forecasts by technology and region, cellular base station revenue forecasts by technology and region, and base station semiconductor revenue by technology and region.

Whose Needs Does This Report Address?

Infrastructure manufacturers
Wireless operators
Semiconductor companies that make components for cellular base stations
Backhaul companies

What Questions Does This Report Answer?

What is the size of this market?
How are prices adjusting to changing demands?
What are the regional impacts on the market?
What are the expectations for future growth?
How is our slowing economy impacting base station sales?

In This Update

Introduction to Update
North America
Latin America, South America, and Caribbean
Eastern Europe
Western Europe
Asia/Pacific
Middle East and Africa
Worldwide Total

List of Tables

Table 1. North America New Base Stations (Units)
Table 2. North America New Base Station Revenue (US$ in Millions)
Table 3. North America New Base Station Semiconductor Revenue (US$ In Millions)
Table 4. Latin, South America, and Caribbean New Base Stations (Units)
Table 5. Latin, South America, and Caribbean New Base Station Revenue (US$ in Millions)
Table 6. Latin, South America, and Caribbean New Base Station Semiconductor Revenue (US$ in Millions)
Table 7. Eastern Europe New Base Stations (Units)
Table 8. Eastern Europe New Base Station Revenue (US$ in Millions)
Table 9. Eastern Europe New Base Station Semiconductor Revenue (US$ in Millions)
Table 10. Western Europe New Base Stations (Units)
Table 11. Western Europe New Base Station Revenue (US$ in Millions)
Table 12. Western Europe New Base Station Semiconductor Revenue (US$ in Millions)
Table 13. Asia/Pacific New Base Stations (Units)
Table 14. Asia/Pacific New Base Station Revenue (US$ in Millions)
Table 15. Asia/Pacific New Base Station Semiconductor Revenue (US$ in Millions)
Table 16. Middle East and Africa New Base Stations (Units)
Table 17. Middle East and Africa New Base Station Revenue (US$ in Millions)
Table 18. Middle East and Africa New Base Station Semiconductor Revenue (US$ in Millions)
Table 19. Worldwide Total New Base Stations (Units)
Table 20. Total Worldwide New Base Station Revenue (US$ in Millions)
Table 21. Total Worldwide Base Station Semiconductor Revenue (US$ in Millions)

List of Figures

Figure 1. North America New Base Stations (Units)
Figure 2. North American New Base Station Revenue (US$ In Millions)
Figure 3. North American New Base Station Semiconductor Revenue (US$ in Millions)
Figure 4. Latin, South America, and Caribbean New Base Stations (Units)
Figure 5. Latin, South America, and Caribbean New Base Station Revenue (US$ in Millions)
Figure 6. Latin, South American, and Caribbean New Base Station Semiconductor Revenue (US$ in Millions)
Figure 7. Eastern Europe New Base Stations (Units)
Figure 8. Eastern Europe New Base Station Revenue (US$ in Millions)
Figure 9. Eastern Europe New Base Station Semiconductor Revenue (US$ in Millions)
Figure 10. Western Europe New Base Stations (Units)
Figure 11. Western Europe New Base Station Revenue (US$ in Millions)
Figure 12. Western Europe New Base Station Semiconductor Revenue (US$ in Millions)
Figure 13. Asia/Pacific New Base Stations (Units)
Figure 14. Asia/Pacific New Base Station Revenue (US$ in Millions)
Figure 15. Asia/Pacific New Base Station Semiconductor Revenue (US$ in Millions)
Figure 16. Middle East and Africa New Base Stations (Units)
Figure 17. Middle East and Africa New Base Station Revenue (US$ in Millions)
Figure 18. Middle East and Africa New Base Station Semiconductor Revenue (US$ in Millions)
Figure 19. Total Worldwide New Base Stations by Subtechnology (Units)
Figure 20. Total New Base Stations by Main Technology (Units)
Figure 21. Total New Base Station Revenue by Subtechnology (US$ in Millions)
Figure 22. Total Worldwide Base Station Revenue by Main Technology (US$ in Millions)
Figure 23. Total Worldwide New Base Station Semiconductor Revenue by Subtechnology (US$ in Millions)
Figure 24. Total Worldwide New Base Station Semiconductor Revenue by Main Technology (US$ in Millions)