A Mixed Bag within Optoelectronics and Application Specific Analog in 2005

January 9, 2006 – Saratoga, CA – Worldwide Revenues of the Optoelectronics segment grew +10% in 2005 over 2004, and Unit sales grew 16%. They exhibited higher growth than the overall IC industry (8% for both Revenues and Units). However, that +10% is a result of combining heterogeneous product lines, whose performances ranged from a decline of 24% to growth of +70%, according to Advanced Forecasting, a Silicon Valley forecasting firm.

 

In a press release dated 1/3/06, Advanced Forecasting published that Revenues of Optoelectronics for Display Units increased 70% while their Unit sales increased +61%, indicating improving average selling price (ASP) which have been hovering above $2 since June 2005. Upon further analysis, the Laser Pickup product line has declined 24% in both Units and Revenues. The ASP of these devices, used mainly for optical disk drives, has been eroding continuously since April 2005, from $1.40 to $1.11. Both Displays and Laser Pickups retain similar market share within the Optoelectronics segment (annual revenues of $0.8B and $1B, respectively, out of a total of $15B).

 

The Application Specific Analog, a $20B/year IC segment, included a top winner as well as a loser. Unit sales for Computer and Peripheral applications grew +45% and Revenues +24%. Conversely, Revenues for Consumer applications declined 14% though Units grew 9%, influenced heavily by the segment’s market share leader, Audio/Video applications. While Revenues of the AS Analog Communication segment increased in line with the overall IC industry at 8%, its Cellular Phone component (making up about 70% of the segment) declined 0.5% in Revenues and was up 2% in Units, while other Communication components increased at significantly higher rates. The AS Analog Automotive segment declined in both Revenues (4%) and Units (2%).

 

On the whole, the number of losing segments in 2005 was relatively small, reflective of the overall increase in worldwide ICs in both Revenues and Units.

 

Top declining segments in Units - 2005

Optoelectronics - Laser Pickup  -24% (Revenues -24%)

 

Top declining segments in Revenues - 2005

Optoelectronics - Laser Pickup  -24% (Units -24%)

Application Specific Analog – Consumer  -14% (Units +9%)

Optoelectronics - Laser Transmitters  -13% (Units +43%)

Optoelectronics – Couplers  -8% (Units +1%)

 

To review the top growth segments for 2005, please click here.

 

Note: The annual growth analyses in this article are based on the twelve months of industry data ending in November 2005 compared to the previous twelve months.

 

Founded in 1987, Advanced Forecasting is a leader in forecasting demand for semiconductors, semiconductor equipment, and materials industries. Its unique features are using purely quantitative input and never retroactively modifying its forecasts. Advanced Forecasting provides the industry’s most accurate forecasts and has acquired a user base of more than 400 companies worldwide.

 

Contact:

Rosa Luis

Director of Marketing and Sales

Advanced Forecasting

rosal@adv-forecast.com

Toll Free: 1.888.658.3227

  

Back to Press Releases

Back to Top