Registration and Continental Breakfast
This is a great opportunity to network with local peers who share similar issues.
by Jim Eastlake
Industry Analysis Worldwide Forecast Scenario 2009: Recession, Reset and Recovery
with Richard Gordon, Bryan Lewis and Bob Johnson
The sharp global economic deceleration during 2009 will include a slowdown in IT spending across all sectors that, overall, exceeds the decline experienced in 2001. However, different market segments within the hardware, software, IT services and telecommunications sectors are responding differently to the economic conditions and this will impact future electronic equipment demand. In the semiconductor industry, reduced capex and utilization offers some memory price hardening in the near term, but overall business recovery will be phased by end-market category. Gartner has warned of limited financial profits in the semiconductor industry before. But what of its overall financial viability, and how is that offset or compounded by technology leadership? Does combining these views offer different guidelines for success for industry participants in the semiconductor supply chain?
Richard Gordon will present our outlook for growth in the hardware, software, IT services and telecommunications market segments. Bryan Lewis will present our recession end indicators for the semiconductor industry. And Bob Johnson will discuss key strategies for financial viability in the Semiconductor industry.
Recovery Enablers: Cloud Computing To Who's Advantage?, TSV Completing the 3-D Manufacturing Supply Chain. Technology Licensing, and A Two-way Street
with Sergis Mushell, Jim Walker, Ganesh Ramamoorthy
Beyond specific chips or equipment, semiconductor-related technology continues to evolve. The current downturn highlights three that are uppermost and that will shape the recovery. After all the hype and at an evolutionary (not revolutionary) pace, cloud computing will ultimately impact hardware storage architectures. Although still a moving target, a 'cloud' architecture could move personal computing and storage into the data center and reduce personal hardware entry price points. More immediately, Moores Law is creating unmanageable capital costs. 3-D utilizing thru-silicon via (TSV) technology offers a new, more flexible method of semiconductor manufacturing at the wafer level and meets reduced time-to-market, shorter product life cycle, and lower cost demands. In addition, companies looking to cut costs and leapfrog development cycles are licensing-in technology from technology patent owners. This is creating new opportunities for semiconductor patent owners to cash in ! on their existing patent assets and beat the recession.
Sergis Mushell will present how cloud computing will evolve, who benefits, and why. Jim Walker will present how silicon integration costs can be overcome. And Ganesh Ramamoorthy will present how you should leverage your technology assets -- by licensing-out or licensing-in?
Recovery Supply: Future CE It's All About 'Touch', The BCD Differentiator, and GPS Integration Enables Pervasive Mobile LBS
with Amy Leong, Steve Ohr, and Stan Bruederle
Three semiconductor developments demonstrate that success requires solutions for multiple electronic equipment types. Touch screens, BiCMOS and GPS are not new, but recent developments in these areas, combined with broader applicability to multiple hardware types, means their supply is critical. The rise of smart-phone demand and upcoming Windows 7 release will drive the next big wave of growth for capacitive touch controllers. Power management IC suppliers are responding with device families that deliver high currents from tiny, cool-running packages. In some cases, they become clever at pairing power transistors and modulators in the same IC package; in other cases, BiCMOS processes build drivers and modulators on the same chip. The integration of GPS into SoCs targeted at specific handheld applications is a disruptive change, and GPS SoCs winners will have the right IP, the design skills, and ability to create innovative location technology solutions. But vendors supplying all these technologies need a planned strategy; all three will evolve by 2010, and the current winners are not guaranteed.
Amy Leong will present what is the business opportunity and challenge for touch controller semiconductor vendors. Steve Ohr will present what is the new opportunity for BiCMOS/BCD, and who has the advantage over foundry CMOS. And Stan Bruederle will present how chip integration will affect the market and
Recovery Demand: Will Targeted Smart Phones Kill CE Growth?, Mini-notebooks: A Mini Revolution, and Cleaner, Greener Semiconductor Demand
with Jon Erensen, Christian Heidarson, and Jim Hines
Handsets and PCs consume a third of semiconductors worldwide. Each market is supported by a dedicated ecosystem of suppliers and business models. A grand convergence is underway between these two previously separated worlds. In contrast to past attempts that tried to converge around productivity, the driving forces today are consumer applications such as music, video, social networks and games. The result is feature-packed smartphones that cost more than some PCs, while mini-notebooks are being subsidized by telecom operators hungry for data revenue. The combination of the convergence and the current economic downturn threaten to be deflationary. For instance, mini-notebooks are creating a pressure on PC pricing. However, in the long term, the trend should be additive, as handset average prices trend upward and PCs transition from per-household volumes to per-person volumes. In addition, green electronics are creating new demand from PV to intelligent utilities to hybrid vehicles, semiconductor demand is enabling cleaner energy solutions.
Jon Erensen will present how the emergence of targeted smart phones will impact the stand-alone portable consumer electronics market. Christian Heidarson will present how mini-notebook production will influence future semiconductor demand. And Jim Hines will present how clean, efficient energy sources will bring new demand to the semiconductor industry.
Thank You and Closing Remarks by Jim Eastlake
You are invited to join our Semiconductor analysts for lunch after the event