European semiconductor industry

Transcription

European semiconductor industry
DataQuest
a company of
Dun & Bradstreet Corporation
MThe
7th April
Dear Client,
NEW FORMAT—MARKET SHARE DATA
Dataquest's Eviropean Components Group completed preliminary 1988 European
semiconductor market share estimates, which are enclosed herein.
In the past, clients of the European Semiconductor Industry Service (ESIS) have received
this data as a loose-leaf service section to be filed in their binder set. For your
convenience we are now publishing this data in the form of a booklet. This booklet can
still be filed as before, but offers much greater ease of use "on the move".
We have also presented the market share estimates in a ranked format, rather than in
alphabetical format, for your ease in comparing of vendors' market positions in different
products and technologies. The previous year's rank is also shown for reference. Extra
analysis is given, such as percentage market share for each vendor, for further ease in
interpreting the estimates.
We hope this helps make our estimates more usefuL to you. We would be interested in
your comments regarding this new format.
Yours sincerely
%Y^^ •
Bypon Harding
Research Analyst
European Components Group.
1290 Ridder Park Drive, San Jose, CA 95131-2398
(408) 437-8000 Telex 171973 Fax (408) 437-0292
European
Semiconductor Industry Service
Volume III—Companies
E)ataQuest
n n acompanyof
I I S I TheDun&Biadstreetcorporation
12^ Ridder Park Drive
San Jose, California 95131-2398
(408) 437-8000
Telex: 171973
I ^ : (408) 437-0292
Sales/Service Offices:
UNITED KINGDOM
Dataquest Europe Limited
Roussel House,
Broadwater Park
Denham, Uxbridge, Middx UB9 5HP
England
0895-835050
Telex: 266195
Fax: 0895 835260-1-2
FRANCE
Dataquest Europe SA
Tour Gallieni 2
36, avenue Gallieni
93175 Bagnolet Cedex
France
(1)48 97 31 00
Telex: 233 263
Fax: (1)48 97 34 00
EASTERN U.S.
Dataquest Boston
1740 Massachusetts Ave.
Boxborough, MA 01719-2209
(508) 264-4373
Telex: 171973
Fax: (508) 635-0183
GERMANY
Dataquest Europe GmbH
Rosenkavalierplatz 17
D-8000 Munich 81
West Germany
(089)91 10 64
Telex: 5218070
Fax: (089)91 21 89
JAPAN
Dataquest Japan, Ltd.
Taiyo Ginza Building/2nd Floor
7-14-16 Ginza, Chuo-ku
Tokyo 104 Japan
(03)546-3191
Telex: 32768
Fax: (03)546-3198
KOREA
Dataquest Korea
Daeheung Bldg. 505
648-23 Yeoksam-dong
Kangnam-gu, Seoul 135 Korea
011-82-2-552-2332
Fax: 011-82-2-552-2661
The content of this report represents our interpretation and analysis of information generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed
as to accuracy or completeness. It does not contain material provided to us in confidence by our clients.
This information is not fiimished in connection with a sale or offer to sell securities, or in connection with the solicitation of an offer to buy securities. This firm and its parent and/or their officers,
stockholders, or mdinbers of their families may, from time to time, have a long or short position in
the securities mentioned and may sell or buy such securities.
Printed in the United States of America. All rights reserved. No part of this publication may be
reproduced, stored in retrieval systems, or transmitted, in any form or by any means—mechanical,
electronic, photocopying, duplicating, microfilming, videotape, or otherwise—without the prior written
permission of the publisher.
© 1990 Dataquest Incorporated
Introduction to the Service
EUROPEAN SEMICONDUCTOR INDUSTRY SERVICE
Dataquest's European Semiconductor Industry Service (ESIS) is a comprehensive
information service covering the European semiconductor industry. It is a
product-oriented, executive-level perspective intended to assist with strategic
decisions of key executives and product managers of semiconductor manufacturing
companies, suppliers to the semiconductor industry, semiconductor users, and other
businesses or institutions interested in the semiconductor industry. The service
consists of the following:
•
Data-base reference notebooks containing sections that are continually
revised and updated as developments occur or additional information
becomes available
Research newsletters and bulletins on current industry issues and events
An inquiry service providing access to Dataquest's European Components
Group Client Inquiry Center and access to the European Components
Group Research Staff
The IC Europe monthly report, providing timely information on European
high-technology industries and 1992
An annual conference in Europe, with industry experts discussing
developments of current interest and importance
Access to Dataquest's semiconductor on-line information service and The
PQ Monday Report, providing pricing and lead-time updates
Access to Dataquest's European semiconductor library resources
SERVICE STRUCTURE
The service analyzes and reports on the products, markets, and major
companies in the semiconductor industry in Europe as a whole and in individual
countries. The service does the following:
•
Provides semiconductor consumption forecasts in the following ways:
By product technology
By product function
By application market—includes data processing, communications,
industrial, military, consumer, and transportation
ESIS Volume III
0003069
© 1989 Dataquest Incorporated February
Introduction to the Service
•
Analyzes European semiconductor markets for the following regions:
Benelux—includes Belgium, Luxembourg, and the Netherlands
France
Italy
Scandinavia—includes Denmark, Finland, Norway, and Sweden
United Kingdom and Ireland
West Germany
Rest of Europe—includes Austria, Portugal, Spain, and Switzerland
•
Identifies services and suppliers to the European semiconductor industry
•
Analyzes the forces affecting the European semiconductor market, such as:
Supply and demand
Technological developments
-
Economic issues
Government policies
Distribution
SERVICE ORGANIZATION
Volume I
Volume I contains separate sections for each of the European geographical regions
covered by the service, and each regional section covers the following topics:
%
•
Overview—discussion of the economic environment
•
Semiconductor Device Markets—analysis of the local markets by technology
and function
© 1989 Dataquest Incorporated February
ESIS Volume IE
0003069
Introduction to the Service
•
Application Markets—analysis of local application markets for semiconductors
in data processing, communications, industrial, consumer, military, and
transportation sectors
•
Plant Locations—manufacturing locations by company within the region
•
Design Center Locations—semiconductor design center locations by company
for the region
Volume n
Volume n, which discusses Europe as a whole, is divided into the following topics:
European Overview—covers analysis of trends in capital and research and
development expenditures, venture capital, and government and private
investment; discusses the European economic environment and channels of
distribution
Semiconductor Device Markets—analyzes the European market for integrated
circuits, discrete devices, and optoelectronics, by technology and function
Semiconductor Application Markets—analyzes the European application
markets for semiconductors in data processing, communications, industrial,
consumer, military, and transportation sectors
Major Users—analyzes the major semiconductor users in Europe
Services and Suppliers to the Semiconductor Industry—identifies the key
services and suppliers to the European semiconductor industry: assembly
services, capital equipment suppliers, design services, materials suppliers,
testing services, and wafer fabrication services
Memory—analyzes the European memory semiconductor markets
Microcomponents—analyzes the European microcontroller, microprocessor,
and microperipheral markets
Volume m
Volume ni, which contains the company-related data, is divided into the following
topics:
•
European Plant Locations—lists
semiconductor manufacturers
ESIS Volume III
0003069
the
plant
locations
© 1989 Dataquest Incorporated February
for
all
major
Introduction to the Service
•
European Design Center Locations—lists the design center locations for
worldwide semiconductor companies in Europe
•
European Semiconductor Production—analyzes wafer fabrication in Europe
•
Company Profiles—profiles selected companies active in Europe
Also included in Volume III are Dataquest's Market Share Estimates, which consist
of the following:
•
Worldwide market shares of European companies
•
European market shares of:
European companies
U.S. companies
Japanese companies
Rest of World companies
Other Components
The ASIC binder contains quantitative and qualitative analyses of the European gate
array, cell-based IC, programmable logic, and full-custom businesses.
IC Europe is a monthly report on European high-technology industry. It covers a
monthly update to the status of the industry, industry highlights, research update,
semiconductor pricing and analysis, a thought for the month, and a monthly update on
events leading up to 1992.
The Newsletters 1988-89 binder contains industry newsletters and bulletins devoted
to current topics of specific European interest.
In addition, Volumes I, II, and III contain yearly exchange rate tables. The quarterly
exchange rate newsletter may be found in the newsletter volume.
SERVICE FEATURES AND PROCEDURES
Service Sections
The document preparation date is shown at the bottom of each page. Sections are
updated on a regular basis, and filing instructions are sent with the new updates.
© 1989 Dataquest Incorporated February
ESIS Volume ID
0003069
Introduction to the Service
Newsletters
Newsletters are published regularly throughout the year and should be filed in the
latest newsletter volume. The newsletters provide executive summaries of key industry
events and serve to underscore significant changes in the reference material presented in
the data-base notebooks. In addition, newsletters of an analytical nature are published
periodically on a variety of topics not regularly covered in the service.
Inquiry Privilege
There are two forms of inquiry available to the client: access to Dataquest's
European Semiconductor Inquiry Center and access to the ESIS semiconductor staff. The
registered binderholder has the privilege of direct access to the Inquiry Center, where
the staff provides assistance in finding and interpreting material in the data notebooks or
other Dataquest-published material. In addition, binderholders have access to the
European Semiconductor Industry Service research staff; this privilege allows the client
to seek additional commentary on or clarification of the published material, although it
is not intended to provide individualized custom research. Using this feature of the
service, clients may interact with industry experts on a one-to-one basis to discuss
attitudes and opinions about topics covered in the service.
Annual Conference
Each year Dataquest's European Semiconductor Industry Service hosts a two-day
conference. In this forum, leading experts and decision makers throughout the industry
share their views on the future and on critical external issues affecting the growth of the
European semiconductor business. The conference allows executive-to-executive
communication about important topics through formal presentations, workshops, and
informal discussion periods.
Dataquest's Library Services
Dataquest's library services offer comprehensive secondary research materials
covering the full spectrum of high-technology companies, markets, and industries
tracked by Dataquest.
Semiconductor On-Line Information
All our clients receive ESIS On-line and the DO Mondav Report as part of the
service. The ESIS On-line service holds the ESIS data base, enabling clients receive
immediate updates to the data base. The DO Mondav Report gives updates of prices and
lead times for 25 selected semiconductor devices. Prices are reported for the United
States, Europe, Japan, Taiwan, Hong Kong, and Korea for IK, lOK, and contract
quantities.
ESIS Volume III
0003069
© 1989 Dataquest Incorporated February
Introduction to the Service
PRODUCT TECHNOLOGY DEFINITIONS
Dataquest divides the total semiconductor market into integrated circuits, discrete
devices, and optoelectronic devices. These categories are further segmented as shown
on the following pages.
Integrated Circuits (ICs)
ICs include bipolar devices, MOS devices, and analog devices, broken down as
follows:
•
Bipolar—bipolar memory, bipolar logic
Bipolar Memory—ECL RAM, ROM, PROM, flip-flops, latches, register
files, shift registers
Bipolar Logic—bipolar ASIC, bipolar standard logic, bipolar other logic
Bipolar ASIC—includes gate arrays, PLDs (programmable logic
devices), CBICs (cell-based ICs) and full-custom
Bipolar standard logic—includes TTL, ECL, and other family logic,
as well as TTL-compatible SSI, MSI, LSI; CML, ECL. I2L, ISL, STL
with TTL levels; standard, AS, FAST, LS, ALS lines;
ECL-compatible SSI, MSI, LSI; RTL and DTL
Bipolar other logic—includes ASSPs (application-specific standard
products), bipolar bit-slice (e.g., 2900, 29300 families), ALU,
control unit, multiplier, floating point, digital filters; also includes
bipolar support chips and chip sets for MPUs
•
MOS—MOS memory, MOS microcomponents, MOS logic
MOS Memory—DRAM, SRAM, ROM/other
DRAM—Dynamic RAM
SRAM—Static RAM
ROM/other—includes ROM, PROM, EPROM, EEPROM, flip-flops,
latches, register files, shift registers
MOS Microcomponents—MOS microprocessor, MOS microcontroller,
MOS microperipheral, DSP
© 1989 Dataquest Incorporated February
ESIS Volume HI
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Introduction to the Service
Microprocessor (MPU)—includes all microprocessors such as Intel
X86 family, Motorola 68XXX family, RISC
Microcontroller (MCU)—includes single-chip controllers such as
Intel 8051 and Motorola 68HC05
Microperipheral (MPR)—includes MPU support chips used in system
support (e.g., timer, intemipt control, DMA, MMU), peripheral
controllers (e.g., disk, graphics display, CRT, keyboard),
communications controllers (e.g., UART); also includes MOS chip
sets for MPU support, LAN coprocessors, accelerator coprocessors
(e.g., floating-point unit, graphics coprocessor, image processor)
Digital signal processor (DSP)—includes single-chip DSPs, MOS
bit-slice, ALC, mulipliers, accumulators, and digital filters
MOS Logic—MOS ASIC, MOS standard logic, MOS other logic
MOS ASIC—includes gate arrays, PLDs (programmable logic
devices), CBICs (cell-based ICs), and full-custom
MOS standard logic—includes MOS family logic such as HC, HCT,
and FACT lines
MOS other logic—includes application-specific standard products
(ASSPs) (e.g., motor control ICs); also MOS ALC, MAC, digital
filters, and other building blocks
Analog (linear)—monolithic, general-purpose, specialty-purpose, analog ASIC,
hybrid
Monolithic—includes bipolar and MOS monolithic linear ICs with more
than 50 percent analog circuits by area on the die
General-purpose—includes input/ouput and power applications
Specialty-purpose—includes
applications
telecommimications
and
consumer
Analog ASIC—includes linear arrays, linear CBIC, and linear full-custom
Hybrid—includes hybrid packages sold by semiconductor vendors, used
mostly in linear applications
ESIS Volume III
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© 1989 Dataquest Incorporated February
Introduction to the Service
Discrete Devices
Discrete devices include transistor, diode, thyristor, and other discrete devices, as
follows:
•
Transistor—includes small signal and power transistors, and field effect
transistors (FET)
•
Diode—includes small signal and power diodes, Zener diodes, and rectifiers
•
Thyristors—includes all unidirectional and bidirectional thyristors
•
Other discrete—includes tunnel and varactor diodes, microwave diodes, and
other polycrystalline devices
optoelectronic Devices
Optoelectronic devices include light-emitting diodes (LEDs), infrared lamps, LED
displays, laser devices, optoelectronic couplers, and sensors (photo diodes, selenium
rectifiers, solar cells). They exclude LCD displays and incandescent and fluorescent
lamps and displays.
APPLICATION MARKET DEFINTTIONS
Dataquest segments and defines the semiconductor application markets as follows:
•
Data Processing—This includes all equipment whose main function is flexible
information processing. Included in this segment are all personal computers,
regardless of price, distribution, or use in the office, education, or home
environment.
•
Communications—Within the communications market, Dataquest classifies
telecommunications as a subsegment that consists of customer premises and
public telecommunications equipment. The other communications categories
include radio, studio, and broadcast equipment.
•
Industrial—The industrial segment includes all manufacturing-related
equipment, including scientific, medical, and dedicated systems.
•
Consumer—This is equipment that is designed primarily for home or personal
use, the primary function of which is not flexible information processing.
Audio and video equipment and appliances are typical examples of equipment
that is classified in the consumer application market.
© 1989 Dataquest Incorporated February
ESIS Volume in
0003069
Introduction to the Service
•
Military—Military electronic equipment is primarily defense-oriented
electronic equipment and is classified by major budget area. It does not
include all electronic equipment procured by the government because such a
breakout would double-count equipment that logically belongs in other market
segments.
•
Transportation—This segment consists mainly of automotive and light truck
electronics. This designation leaves room to analyze other markets, such as
off-highway equipment, that are potentially large users of semiconductors.
Further definitions of these segments are included in the European Semiconductor
Applications Market (ESAM) binder.
ABOUT DATAQUEST
Dataquest's research covers an entire generation of high-technology industries, with
a primary focus on the following six broad areas:
Semiconductors
Information systems
Peripherals
Office equipment
Industrial automation
Telecommunications
Within these primary areas, Dataquest tracks and serves more than 25 separate
industries.
Dataquest provides a comprehensive line of products and services designed to meet
the varying research and analysis needs of corporate decision makers. The products
include the following:
•
Industry services similar in nature to the European Semiconductor Industry
Service
•
Executive and Financial Programs—A series of business opportunity and
technology advisory programs specifically designed for senior executives
involved in high technology
•
Focus Reports—Highly detailed landmark publications on specific issues of
topical interest
ESIS Volume III
0003069
© 1989 Dataquest Incorporated February
Introduction to the Service
Newsletters—General overviews and analyses of specific industries or markets
Product Specification Guides
Who's Who Industry Guides
Consultancy
DATAQUEST LOCATIONS
The European Components Group (ECG) has its headquarters in our London office,
and clients in Europe should address their inquiries to that office. ECG also maintains
staff in our San Jose office, and inquiries from subscribers in the United States can be
addressed there.
Dataquest Incorporated
1290 Ridder Park Drive
San Jose, California 95131-2398
USA
Telephone: (408) 437-8000
Telex: 171973
Fax: (408)437-0292
Dataquest UK Ltd.
103 New Oxford Street
13th Floor, Centrepoint
London WCl AIDD
United Kingdom
Telephone: (01)379 6257
Telex: 266195
Fax: (01)240 3653
Dataquest GmbH
Roseiikavalierplatz
D-8000 Munich 81
West Germany
Telephone: (089) 91 1064
Telex: 5218070
Fax: (089) 91 2189
10
Dataquest Japan, Ltd.
Taiyo Ginza Building/2nd Fir
7-14-16 Ginza, Chou-ku
Tokyo 104
Japan
Telephone: (03)546 3191
Telex: J32768
Fax: (03)546 3198
Dataquest SARL
Dataquest Intelligent Electronics
Tour Gallieni
36, Avenue Gallieni
93175 Bagnolet Cedex
Y'TSXIOG
Telephone: (1) 48 97 31 00
Telex: 233263
Fax: (1)48 97 34 00
© 1989 Dataquest Incorporated February
ESIS Volume III
0003069
Table of Contents
Volume I
Tide Page
INTRODUCTION'
Introduction to the Service
TABLE OF CONTENTS
Table of Contents
Newsletter Index
1. BENELUX
1.1
1.2
1.5
1.6
Benelux
Benelux
Benelux
Benelux
Overview
Semiconductor Device Markets
Plant Locations
Design Center Locations
2. FRANCE
2.1
2.2
2.5
2.6
France
French
French
French
Overview
Semiconductor Device Markets
Plant Locations
Design Center Locations
3. ITALY
3.1
3.2
3.5
3.6
Italy Overview
Italian Semiconductor Device Markets
Italian Plant Locations
Italian Design Center Locations
4. SCANDINAVIA
4.1
4.2
4.5
4.6
Scandinavia Overview
Scandinavian Semiconductor Device Markets
Scandinavian Plant Locations
Scandinavian Design Center Locations
'Titles in capital letters signify tabs.
ESIS Volume III
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©1990 Dataquest Incoiporated February
Table of Contents
Volume I (Continued)
5. UNITED KINGDOM AND IRELAND'
5.1
5.2
5.5
5.6
U.K.
U.K.
U.K.
U.K.
and
and
and
and
Ireland Overview
Irish Semiconductor Device Markets
Irish Plant Locations
Irish Design Center Locations
6. WEST GERMANY
6.1
6.2
6.5
6.6
West
West
West
West
Germany Overview
German Semiconductor Device Markets
German Plant Locations
German Design Center Locations
7. REST OF EUROPE
7.1
7.2
7.5
7.6
Rest
Rest
Rest
Rest
of
of
of
of
Europe
Europe
Europe
Europe
Overview
Semiconductor Device Markets
Plant Locations
Design Center Locations
EXCHANGE RATE TABLES
Exchange Rate Tables
Volume II
Title Page
INTRODUCTION
Introduction to the Service
TABLE OF CONTENTS
Table of Contents
Newsletter Index
'Titles in u^tal letten rigniiy tabs.
©1990 Dataquest Incorporated February
ESIS Volume HI
0006448
Table of Contents
Volume II (Continued)
1. EUROPEAN OVERVIEW
1.0
1.1
1.2
1.3
1.4
1.5
Capital Investment
R&D Investment
Venture Capital
Government and Private Investment
The European Economic Environment
Channel of Distribution
2. SEMICONDUCTOR DEVICE MARKETS
European Semiconductor Consumption Estimates 1984-1994 by Product and Technology^
- Benelux
- France
- Italy
- Scandinavia
- U.K. and Ireland
- West Germany
- Rest of Europe
3. SEMICONDUCTOR END-USER MARKETS
3.0 Semiconductor End-User Markets
4. MAJOR USERS
4 Major Users
4.1 Electronic Equipment Company Revenue
4.2 User Company Profiles
5. SERVICES AND SUPPLIERS
5.0 Services and Suppliers to the Semiconductor Industry
-Air Products and Chemicals, Inc.
-Balzers
-The BOC Group PLC
-Compugraphic International
-General Signal
-LTX Corporation
-MEMC Electronic Materials S.p.A.
-Merck Group
'Titles in capital letten signify tabs.
In bocddet format
ESIS Volume in
000644S
©1990 DaUquest Incorporated February
•'
Table of Contents
Volume II (Continued)
5. SERVICES AND SUPPLIERS' (Continued)
-Micro-Image Technology Ltd.
-Monsanto Company
-Olin Corporation
-The Perkin-Elmer Corporation
-Plasma Technology Ltd.
-Teradyne Inc.
-VG Instruments PLC
-Wacker-Chemitronic GmbH
6.'
1.'
8.'
9. MEMORY
European MOS Memory Market—
Consumption Forecast 1988-1994,
Market Share Rankings 1988'
10. MICROPROCESSOR
10.1 Microcomponent Device Market
10.2 Microcomponent Device Supply
ECONOMIC DATA AND OUTLOOK
Economic Outlook Update 1988-1990'
Economic Data and Outlook 1988-1989'
EXCHANGE RATE TABLES
Exchange Rate Tables
'Titles in ciqntal letters sigmiy tabs.
lo booklet fonuat
I n bSDSltlOQ
©1990 Dataquest Incorporated February
ESIS Volume m
0006448
Table of Contents
Volume III
Title Page
INTRODUCTION'
Introduction to the Service
TABLE OF CONTENTS
Table of Contents
Newsletter Index
1. EUROPEAN PLANT LOCATIONS
1. European Plant Locations
2. EUROPEAN DESIGN CENTER LOCATIONS
2. European Design Service Locations
3. EUROPEAN SEMICONDUCTOR PRODUCTION
3. European Semiconductor Production
3.1 Wafer Fabrication
4. COMPANY PROFILES
4. Company Profiles
A-B
Advanced Micro Devices, Inc.
Analog Devices, Inc.
ASEA Brown Boveri •
Austria Mikro Systeme International GmbH
C-D
E-F
Ericsson Components AB
European Silicon Structures
Eurosil Electronic GmbH
Fujitsu Limited
Titles in cs^ntal letteis sigmfy tabs.
ESIS Volume m
0006448
©1990 Dataquest Incoiporated February
Table of Contents
Volume III (Continued)
4. COMPANY PROFILES' (Continued)
G-H
General Instrument Corporation
Harris Corporation
Hewlett-Packard Company
Hitachi ltd.
I-J
Intel Corporation
ITT Corporation
K-L
LSI Logic Corporation
M-N
Marconi Electronic Devices Ltd.
Matra-Harris Semiconducteurs
Mitsubishi Electric Corporation
Motorola, Inc.
National Semiconductor Corporation
NEC Corporation
O-P
N.V. Philips Gloeilampenfabrieken
The Plessey Company PLC
Q-R
S-T
Semikron International
SGS-Thomson Microelectronics
Siemens AG
Telefunken Electronic GmbH
Texas Instruments, Inc.
Toshiba Corporation
TRW, Inc.
U-V
w-x
Y-Z
Zilog, Inc.
'Titles in c^tal letters signify tabs.
©1990 Dataquest Incorporated February
ESIS Volume III
0006448
Table of Contents
Volume n i (Continued)
MARKET SHARE DATA'
European Semiconductor Market Share Estimates—^Final 1988*
Worldwide Semiconductor Market Shares by Vendor Base
European Semiconductor Market Shares by Vendor Base
Worldwide Semiconductor Market Share Rankings
European Semiconductor Market Share Rankings
EXCHANGE RATE TABLES
Exchange Rate Tables
'Htles in c^rital letters signify tabs.
ID booklet formal
ESIS Volume m
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©1990 Dataquest Incoiporated February
Table of Contents
ASIC
Title Page
INTRODUCTION'
Introduction to the Binder
TABLE OF CONTENTS
Table of Contents
ASIC OVERVIEW
ASIC—Executive Summary
ASIC—^Family Tree and Definitions
ASIC—^Forecast Summary
ASIC—Market
ASIC—^Historical Shipment Data
GATE ARRAYS
Gate
Gate
Gate
Gate
Gate
Gate
Arrays—Executive Summary
Arrays—Forecast
Arrays—Product Analysis
Arrays—Competitive Analysis
Arrays—Emerging Technologies and Trends
Arrays—Historical Shipment Data
PROGRAMMABLE LOGIC DEVICES
PLD—^Executive Summary
PLD—^Forecast
PLD—^Product Analysis
PLD—Competitive Analysis
PLD—^Emerging Technology and Trends
PLD—^Application and User Issues
PLD—^Historical Shipment Data
^Uties in c ^ t a l letters signiiy tabs.
©1990 Dataquest Incorporated February
ESIS Volume III
0006448
Table of Contents
ASIC (Continued)
CELL-BASED ICs'
CBICs—^Executive Summary
CBICs—Forecast
CBICs—^Product Analysis
CBICs—^Emerging Technologies and Trends
CBICs—^Historical Shipment Data
FULL-CUSTOM DEVICES
Full-Custom Devices—^Executive Summary
Full-Custom Devices—^Forecast
Full-Custom Devices—^Historical Shipment Data
EUROPEAN DESIGN CENTERS
European
European
European
European
European
Design Service Locations—^Executive Sunrmiary
Design Service Locations
Full-Custom IC Design Service Locations
CBIC Design Service Locations
Gate Array Design Service Locations
EXCHANGE RATE TABLES
European Cvurency Exchange Rates
'Htles in ci^nlal letteis signify tabs.
ESIS Volume III
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©1990 Dataquest Incorporated February
Table of Contents
Volume IV
Newsletters 1988-1989
1989-29
European MOS Gate Array and CBIC Design Starts Analysis
1989-28
European Semiconductor Procurement Survey
1989-27
European Quarterly Industry Forecast Third Quarter Update
1989-26
GaAs PLDs Attack the Silicon TTL PLD Market
1989-25
Exchange Rate Quarterly Newsletter
1989-24
Closing the Gap: Will Japan Become the World's Largest
Producer of Fab Equipment?
1989-23
Less Buoyancy Expected in the U.K Economy; More Confidence
in the Irish Economy
1989-22
Mixed Analog/Digital ASIC—An Embryonic Market
1989-21
The PLD Evolution
1989-20
Dataquest European Semiconductor Industry Conference: "The
European Renaissance"
1989-19
The ASIC Package Proliferation
1989-18
International Semiconductor Trade Issues—Dominance,
Dependence, and Future Strategies
1989-17
The Shape of Post-1992 Distribution in Europe
1989-16
Exchange Rate Quarterly Newsletter
1989-15
Final 1988 Market Share Estimates—^European Semiconductor
Market
1989-14
European DRAM Market Update
1989-13
European Quarterly Forecast Update
1989-12
Unexpected Buoyancy of the French Economy
1989-11
European Personal Computer Production and Its Impact on the
Semiconductor Market
1989-10
Preliminary European MOS Gate Array and CBIC Market Share
Rankings
1989-09
Regional Review 1989—A Year of Consolidation
1989-08
EISA—Will It Be an Alternative to MCA?
1989-07
Understanding the NEC/Intel Decision
1989-06
Europe—A Healthy Marketplace for UNIX
1989-05
ASICs Surpass $7.4 BUlion in 1988
1989-04
Exchange Rate Quarteriy Newsletter
1989-03
Hitachi and TI Share the Risk: The 16Mb DRAM Agreement
1989-02
The EEC Rules on "Made in Europe"—Article 5 No. 802/68
Analyzed
1989-01
Preliminary 1988 Market Share Estimates—^European
Semiconductor Marketplace
1988-29
Europe Refreshes Its Stagnant White Goods Market
1988-28
The Semiconductor Chip Protection Act Is Finalized
10
©1990 Dataquest Incorporated Febraary
November
October
October
September
September
September
August
September
July
July
July
July
June
June
June
May
April
April
March
March
March
March
March
March
March
March
March
March
January
November
November
ESIS Volume III
0006448
Table of Contents
Volume IV (Continued)
Newsletters 1988-1989
1988-27
GEC-Siemens' Joint Bid for Plessey
1988-26
European Quarterly Forecast Update
1988-25
Exchange Rate Quarterly Newsletter
1988-24
Straw Poll of 1992: Regional Attitudes
1988-23
DRAM Alliance: The United States Talks, The British Act
1988-22
West Germany: Facing Up to the Economic Challenge
1988-21
Component Distribution in 1992
1988-20
Can CaUfomia Micro Devices Inject New Life into AMI?
1988-19
Harris Corporation to Acquire GE Solid State
1988-18
ASIC Midyear Update
1988-17
European Quarterly Forecast Update
1988-16
Exchange Rate Quarterly Newsletter
1988-15
Standard Logic Is at Life's Crossroads
1988-14
Dataquest European Semiconductor Industry Conference: "Planning and Positioning for the '90s"
1988-13
1992—What's in a Number?
1988-11
Semiconductor Recovery Gathers Momentum
1988-10
U.K. Semiconductor Distributors' 1987 Revenue
1988-9
"Intelligent" ICs Power Their Way mto $1.1 Million
Semiconductor Application Market
1988-8
Semicon Europa: A Slow Show for a Year of Slow European
Equipment Sales
1988-7
An Introduction to 1992
1988-6
DRAM Deja Vu
1988-5
1988 European Regional Semiconductor Outlook
1988-4
Ericsson Gets Leaner while Nokia Continues Acquisitions
1988-3
Exchange Rate Quarterly Newsletter
1988-2
Exchange Rate Quarterly Newsletter
1988-1
1987 Preliminary Market Share Broad-Based Recovery in
Semiconductors
November
October
November
October
October
October
September
September
September
September
August
September
August
July
July
June
May
May
March
March
March
March
February
February
January
January
I.C. EUROPE
Monthly reports containing:
State of the Industry
Industry Highlights
Research Update
Semiconductor Pricing and Analysis
Thought for the Month
1992
ESIS Volume ID
0006448
©1990 Dataquest Incorporated February
11
Newsletter Index
BY SUBJECT
Subject
Newsletter
1992
Introduction to 1992
1922—What's in a Number?
Component Distribution in 1992
I.e. Europe Thought for the Month—
Japanese Perception of Europe
The Shape of Post-1992 Distribution
in Europe
The EEC Rules on "Made in
Europe"—Article 5 No. 802/68
Analyzed
I.e. Europe Thought for the Month—
European Semiconductor Supply
Note: Also see 1992 Section in I.C. Europe each month.
Acquisitions
AMI
Analog
Application Markets
ESIS Newsletter
0006459
Date
1988-07
1988-13
1988-22
September 1988
1989-17
1989-02
July 1989
Ericsson Gets Leaner while Nokia
Continues Acquisitions
Harris Corporation to Acquire GE
Solid State
Can CaUfomia Micro Devices Inject
New Life into AMI?
1988-20
Can California Micro Devices Inject
New Life into AMI?
1988-20
I.e. Europe Research Update—Analog
Market Analysis
March 1989
I.e. Europe Research Update—
Quarterly Electronics Industry Update
European Personal Computer
Production and Its Impact on the
Semiconductor Market
EISA—^Will It Be an Alternative to
MCA?
Europe—A Healthy Marketplace for
UNIX
©1990 Dataquest Incorporated February
1988-04
1988-19
August 1988
1989-11
1989-08
1989-06
Newsletter Index
Subject
Application Markets
(Continued)
Newsletter
Europe Refreshes Its Stagnant White
Goods Market
I.e. Europe Thought for the Month—
Workstation Market Opportunities
I.e. Europe Thought for the Month—
Cordless Telephones
I.e. Europe Research Update—
European Military Market
I.e. Europe Thought for the Month—
ISDN: Aging before Birth?
I.e. Europe Research Update—
European Laptop Market Analysis
I.e. Europe Research Update—
CT2: A Rising Star in Europe
I.e. Europe Research Update—U.K.
V32 Modem Race
I.e. Europe Research Update—^The
Next Graphics Standard
I.e. Europe Research Update—Dynamic
European CAD/CAM Market
I.e. Europe Research Update—^Military/
Aerospace Semiconductor Demand
I.e. Europe Thought for the Month—
EC's Green Paper on Telecommunications
Asia
I.e. Europe Research Update—^The
Tigers Prepare for Graduation
ASICs
ASIC Midyear Update
European MOS Gate Array and CBIC
Design Starts Analysis
Mixed Analog/Digital ASIC—An
Embryonic Market
The ASIC Package Proliferation
Preliminary European MOS Gate Array
and CBIC Market Share Rankings
ASICs Surpass $7.4 BiUion in 1988
©1990 Dataquest Incorporated Febniaiy
Date
1988-29
February 1989
October 1988
November 1988
December 1988/
January 1989
April 1989
June 1989
July 1989
August 1989
September 1989
November 1989
November 1989
March 1988
1988-18
1989-29
1989-22
1989-19
1989-10
1989-05
ESIS Newsletter
0006459
Newsletter Index
Subject
ASICs (Continued)
CAD/CAM
California Micro Devices
Capital Spending
Cellular Radio
Chip Protection Act
Communications
Newsletter
I.e. Europe Research Update—Gate
Array Design Start Forecast Slashed
December 1989
I.e. Europe Research Update—^Dynamic
European CAD/CAM Market
September 1989
Can California Micro Devices Inject
New Life into AMI?
1988-20
I.e. Europe Research Update—
Quarterly Electronics Industry Update
August 1988
I.e. Europe Research Update—
European Cellular Market
September 1988
The Semicoductor Chip Protection Act
is Finalized
1988-28
I.e. Europe Research Update—^The
Final Frontier in Voiceband Modems
I.e. Europe Thought for the Month—
Satellites
I.e. Europe Research Update—
European Cellular Market
I.e. Europe Thought for the Month—
Cordless Telephones
I.e. Europe Thought for the Month—
ISDN: Aging before Birth?
I.e. Europe Research Update—
CT2: A Rising Star in Europe
I.e. Europe Research Update—^U.K.
V32 Modem Race
I.C. Europe Thought for the M o n t h EC's Green Paper on Telecommmunications
Companies
ESIS Newsletter
0006459
Date
I.e. Europe Thought for the M o n t h Company Results
I.e. Europe Research Update—South
Korean Companies
I.e. Europe Thought for the Month—
Cordless Telephones
©1990 Dataquest Incoiporated February
July 1988
August 1988
September 1988
October 1988
Dec/Jan 1989
June 1989
July 1989
November 1989
January 1988
October 1988
October 1988
Newsletter Index
Subject
Computers
Conferences
Consumer
Consumption Data
Newsletter
European Personal Computer
Production and Its Impact on the
Semiconductor Market
Europe—^A Healthy Marketplace for
UNIX
I.e. Europe Thought for the Month—
Workstation Market Opportunities
I.e. Europe Research Update—
European Laptop Market Analysis
I.e. Europe Research Update—^The
Next Graphics Standard
Semicon Europa: A Slow Show for a
Year of Slow European Equipment
Sales
Dataquest's 1988 European Semiconductor Industry Conference: Planning
and Positioning for the '908
1992—What's in a Number?
Dataquest's 1989 European Semiconductor Industry Conference: "The
European Renaissance"
Europe Refreshes Its Stagnant White
Goods Market
1988 European Regional Semiconductor
Outlook
Semiconductor Recovery Gathers
Momentum
European Quarterly Forecast Update
European Quarterly Industry Forecast—
Third Quarter Update
European Quarterly Forecast Update
Regional Review 1989—A Year of
ConsoUdation
ASICs Surpass $7.4 Billion in 1988
I.e. Europe Research Update—
Worldwide Semiconductor Forecast
Low
©1990 Dataquest Incoiporated February
Date
1989-11
1989-06
February 1989
April 1989
August 1989
1988-08
1988-14
1988-13
1988-29
1988-05
1988-11
1988-17
1989-27
1989-13
1989-09
1989-05
October 1989
ESIS Newsletter
0006459
Newsletter Index
Subject
Newsletter
Date
Consumption Data
(Continued)
I.e. Europe Research Update—Gate
Array Design Start Forecast Slashed
Deregulation
I.e. Europe Thought for the Month—
Government Policies
I.e. Europe Research Update—^EC's
Green Paper on Telecommunications
November 1989
European MOS Gate Array and CBIC
Design Starts Analysis
1989-29
Design Starts
Distribution
EC
Economy
Equipment and Materials
Ericsson
ESIS Newsletter
0006459
December 1989
May 1988
U.K. Semiconductor Distributors' 1987
Revenue
Component Distribution in 1992
The Shape of Post-1992 Distribution
in Europe
I.e. Europe Thought for the Month—
Distribution in Europe
November 1988
I.e. Europe Thought for the Month—
European Community Not a Technological Backwater
June 1989
I.e. Europe Thought for the Month—
Business Prospects
I.e. Europe Thought for the Month—
Government PoUcies
Less Buoyancy Expected in the U.K.
Economy; More Confidence in the
Irish Economy
Unexpected Buoyancy of the French
Economy
1988-10
1988-21
1989-17
February 1988
May 1988
1989-23
1989-12
Semicon Europa: A Slow Show for a
Year of Slow European Equipment
Sales
I.e. Europe Research Update—General
Signal Acquires GCA
May 1988
Ericsson Gets Leaner while Nokia
Continues Acquisitions
1988-04
©1990 Dataquest Incorporated February
1988-08
Newsletter Index
Subject
Newsletter
Date
Exchange Rates
Exchange
Exchange
Exchange
Exchange
Exchange
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
1988-16
1988-02
1989-25
1989-16
1989-04
GaAs
GaAs PLDs Attack the Silicon TTL
PLD Market
1989-26
I.e. Europe Research Update—General
Signal Acquires GCA
May 1988
GEC
GEC-Siemens' Joint Bid for Plessey
1988-27
General Signal
I.e. Europe Research Update—General
Signal Acquires GCA
May 1988
Harris Corporation to Acquire GE
Sohd State
1988-19
GCA
Harris
Hitachi
Industry Trends
1
Rate
Rate
Rate
Rate
Rate
Quarterly
Quarterly
Quarterly
Quarterly
Quarterly
Hitachi and Tl Share the Risk: The
16Mb DRAM Agreement
I.e. Europe Research Update—Hitachi/
TI DRAM Deal
1988 European Regional Semiconductor
Outlook
DRAM D6ja Vu
Semiconductor Recovery Gathers
Momentum
Standard Logic Is at Life's Crossroads
ASIC Midyear European Quarterly
Forecast Update
European Quarterly Forecast Update
I.e. Europe Research Update—^RISC
Architecture
I.e. Europe Thought for the Month—
DRAMs
I.e. Europe Research Update—
Quarterly Electronics Industry Update
©1990 Dataquest Incorporated Febraary
1989-03
February 1989
1988-05
1988-06
1988-11
1988-15
1988-18
1988-17
April 1988
July 1988
August 1988
ESIS Newsletter
0006459
Newsletter Index
Subject
Industry Trends
(Continued)
Intel
Investment
Japan
Market Shares
Memory
.
ESIS Newsletter
0006459
Newsletter
Date
European DRAM Market Update
1989-14
European Quarterly Forecast Update
Regional Review 1989—A Year of
Consolidation
I.e. Europe Research UpdateWorldwide Semiconductor Forecast
Low
European Quarterly Industry Forecast—
Third Quarter Update
1989-13
1989-09
October 1989
1989-27
Intel Turns Twenty: Is There Life after
DOS?
Understanding the NEC/Intel Decision
1988-12
1989-07
I.e. Europe Thought for the Month—
European Community not a Technological Backwater
June 1989
I.e. Europe Thought for the Month—
Japanese Perception of Europe
September 1988
. PreUminary 1987 Market Share
Estimates
Final 1988 Market Share Estimates—
European Semiconductor Market
Preliminary European MOS Gate Array
and CBIC Market Share Rankings
Preliminary 1988 Market Share
Estimates—^European Semiconductor
Marketplace
I.e. Europe Research Update—
Worldwide Market Share Analysis
I.e. Europe Research Update—Analog
Market Analysis
DRAM D6}h Vu
European DRAM Market Update
Hitachi and TI Share the Risk: The
16Mb DRAM Agreement
©1990 Dataquest Incorporated February
1988-01
1989-15
1989-10
1989-01
Dec/Jan 1989
February 1989
1988-06
1989-14
1989-03
Newsletter Index
Subject
Newsletter
Memory (Continued)
I.e. Europe Thought for the Month—
Business Prospects
I.e. Europe Thought for the Month—
DRAMs
I.e. Europe Research Update—^Hitachi/
TI DRAM Deal
I.e. Europe Thought for the Month—
Users Erupt Against DRAM Proposals
Mergers
I.e. Europe Research Update—
Managing the Mergers
Microcomponents
Microelectronic Tube
Military
February 1988
July 1988
February 1989
September 1989
June 1988
Intel Turns Twenty: Is There Life after
DOS?
Understanding the NEC/Intel Decision
I.e. Europe Research Update—A
RISe-less Approach
April 1989
I.e. Europe Thought for the Month—
Return of the Tube
December 1989
I.e. Europe Research Update—
European MiUtary Market
I.e. Europe Research Update—Military/
Aerospace Semiconductor Demand
Modems
Date
1988-12
1989-07
November 1988
November 1989
I.e. Europe Research Update—^The
Final Frontier in Voiceband Modems
July 1988
NEC
Understanding the NEC Intel Decision
1988-07
Nokia
Ericsson Gets Leaner while Nokia
Continues Acquisitions
1988-04
I.e. Europe Thought for the Month—
Japanese Printer Manufacturers
June 1988
Plessey
GEC-Siemens' Joint Bid for Plessey
1988-27
PLDs
GaAs PLDs Attack the Silicon TTL
PLD Market
The PLD Evolution
1989-26
1989-21
Offshore Manufacturing
©1990 Dataquest Incorporated February
ESIS Newsletter
00064S9
Newsletter Index
Subject
Power ICs
Printers
Procvuement
Quality
RISC
SateUites
Newsletter
Date
Intelligent ICs Power Their Way
into $1.1 Billion Semiconductor
Application Market
1988-09
I.e. Europe Thought for the Month—
Japanese Printer Manufacturers
June 1988
European Semicoductor Procurement
Survey
1989-28
I.e. Europe Thought for the Month—
Perception versus Measurement
March 1988
I.e. Europe Research Update—^RISC
Architecture
I.e. Europe Research Update—^A
RISC-less Approach
April 1988
April 1989
I.e. Europe Thought for the Month—
Satellites
August 1988
I.e. Europe Research Update—
Managing the Mergers
June 1988
Siemens
GEC-Siemens' Joint Bid for Plessey
1988-27
South Korea
I.e. Europe Research Update—South
Korean Companies
I.e. Europe Thought for the Month—
Cordless Telephones
October 1988
Standard Logic
Standard Logic Is at Life's Crossroads
1988-15
Takeovers
GEC-Siemens' Joint Bid for Plessey
1988-27
Tariffs
I.e. Europe Research Update—^The
Tigers Prepare for Graduation
The EEC Rules on "Made in
Europe"—Article 5 No. 802/68
Analyzed
I.e. Europe Thought for the Month—
Regional Aid Policy
SOS-Thomson
ESIS Newsletter
0006459
©1990 Dataquest Incorporated Februaiy
October 1989
March 1988
1989-02
April 1989 .
Newsletter Index
Subject
Tariffs (Continued)
TI
Trade Issues
Newsletter
I.e. Europe Thought for the Month—
European Semiconductor Supply
Hitachi and TI Share the Risk: The
16Mb DRAM Agreement
I.e. Europe Research Update—Hitachi/
TI DRAM Deal
International Semiconductor Trade
Issues—^Dominance, Dependence, and
Future Issues
The EEC Rules on "Made in
Europe"—Article 5 No. 802/68
Analyzed
Date
July 1989
1989-03
February 1989
1989-18
1989-02
U.K. Markets
U.K. Semiconductor Distributors' 1987
Revenue
1988-10
UNIX
Europe—A Healthy Marketplace for
UNIX
1989-06
I.e. Europe Thought for the Month—
Users Erupt against DRAM Proposals
September 1989
I.e. Europe Thought for the Month—
An Era of Glasnost and Perestroika
March 1989
I.e. Europe Thought for the Month—
Changing Role of Equity in Europe
October 1989
I.e. Europe Thought for the Month—
Forward Vertical Integration
August 1989
Closing the Gap: Will Japan Become
the World's Largest Producer of Fab
Equipment?
1989-24
Users
USSR
Venture Capital
Vertical Integration
Wafer Fabrication
10
©1990 Dataquest Incoiporated February
ESIS Newsletter
0006459
j l . European Pt
Locations
luropean Fab Database
November 1991
Dataquest
DataQuest
Semiconductors Europe
European Fab Database
November 1991
Source:
Dataquest
Dataquest
Semiconductors Europe
i
Published by Dataquest Incorporated
The content of this report represents our interpretation and analysis of information generally available to the public or
released by knowledgeable individuals in the subjea industry, but is not guaranteed as to accuracy or completeness. It does
not contain material provided to us in confidence by our clients.
Printed in the United States of America. Allrightsreserved. No part of this publication may be reproduced, stored in retrieval
systems, or transmitted, in any form or by any means—mechanical, electronic, photocopying, duplicating, microfilming,
videotape, or otherwise—widiout the prior permission of the publisher.
© 1991 Dataquest Incorporated
November 1991
m
^
European
Fab
Database
Background
The material in this booklet applies to the
European portions of Dataquest's Semiconductors Europe service Wafer Fab Database. The
Wafer Fab Database is updated on an ongoing
basis, employing both primary and secondary
research methodologies. The tables included in
this booklet highlight both production and
pilot line wafer fabs.
General Definitions
A fab line is a processing line in a clean room
that is equipped to do all front-end wafer
processing. Occasionally there are two separate
product-specific fab lines or two different
wafer sizes in a clean room. In this situation,
a clean room will be documented as two fab
lines if the equipment is dedicated to each
wafer size or product line. There can be many
fab lines at one location.
Front-end wafer processing is defined as all
steps involved with semiconductor processing,
beginning with initial oxide and ending at
wjifer probe.
A production fab is defined as a wafer fab
capable of front-end processing more than
1,250 wafers per week (type = F).
A pilot fab is defined as a wafer fab capable
of front-end processing 1,250 wafers or less
per week (type = P).
Definitions of Table Columns
The Products Produced column contains product information for seven p r o d u a categories.
The information in this column can be very
detailed, depending o n the information's availability. The nomenclature used within the
seven product groups of the fab database is
as follows, with definitions where warranted:
• Analog
- UN—^Linear/analog devices
- A/D D/A—Analog-to-digital, digital-toanalog converters
- AUTOMOTIVE—^Dedicated to automobile
applications
- CODEC—Coder/decoder
- DSriERFACE—Interface IC
- MESFET (GaAs)—Metal Schottky fieldeffect transistor
- MODFET (GaAs)
- MDIODE (GaAs)—Microwave diode
- MFET (GaAs)—Microwave field-effect
transistor
- MODEM—Modulator/demodulator
- MMIC—^Monolithic microwave IC
- OP AMP—Operational amplifier
- PWR IC—^Power IC
- REG—Voltage regulator
- SMART PWR—Smart power
- SWITCHES—Switching device
- TELECOM—^Telecommunications chips
Memory
- MEM—Memory
- RAM—Random-access memory
- DRAM—Dynamic RAM
- SRAM 4 TR.—Static RAM uses a
4-transistor cell design
- SRAM 6 TR.—Static RAM uses a
6-transistor cell design
- VRAM—Video RAM
- ROM—^Read-only memory
- PROM—^Programmable ROM
- EPROM—^Ultraviolet erasable PROM
- EEPROM or E2—^Electrically erasable
PROM
- FERRAM—^Ferroelectric RAM
- NVMEM—^Nonvolatile memory (ROM,
PROM, EPROM, EEPROM, FEREIAM)
- FIFO—^First-in, first-out memory
- SPMEM—Other specialty memory (dual
port, shift-register, color look-up, etc.)
Micrologic
- ASSP—Application-specific standard
product
- BIT—^Bit slice (subset of MPU functions)
- DSP—^Digital signal processor
- MCU—Microcontroller unit
European Fab Database
- MPR—^Microperipheral
- MPRCOM—MPR digital communications
(ISDN, LAN, UART, modem)
- MPU—Microprocessor unit
- LISP—^32-bit list instruction set processor
for AI applications
- RISC—^Reduced-instruction-set computation
32-bit MPU
• Standard logic
- PTRAN—^Photo transistor
- SAW—Surface acoustic wave device
- Srr IMAGE SENSOR—Static induction transistor image sensor
The Process Technology column lists four major
types of technologies. This column also lists a
few uncommon technologies along with information on levels of m e t ^ type of well, and
logic structure, when available. Definitions of
the nomenclature used in the Process Technology column are as foUows:
- LOG—Standard logic
• MOS (silicon-based)
• ASIC logic
-
ASIC—^Application-specific IC
ARRAYS—Gate arrays
CBIC—Cell-based IC
CUSTOM—Full-custom IC (single user)
PLD—^Programmable logic device
• Discrete
-
DIS—Discrete
DIODE
PET—^Field-effect transistor
GTO—Gate turn-off thyristor
HEMT (GaAs)—^High-electron-mobility
transistor
MOSFET—MOS-based field-effect transistor
PWR TRAN—Power transistor
RECTIFIER
RF—^Radio frequency
SCR—Schottky rectifier
SENSORS
SST—^SmaU-signal transistor
THYRISTOR
TRAN—^Transistor
ZENER DIODE
• Optoelectronic
-
OPTO—Optoelectronic
CCD—Charge-coupled device (imaging)
COUPLERS—^Photocouplers
lED—^Infrared-emitting diode
IMAGE SENSOR
LASER (GaP)—Semiconductor laser or
laser IC
- LED—Light-emitting diode
- PDIODE—Photo diode
- CMOS—Complementary metal-oxide semiconductor
- MOS—^n-channel metal-oxide semiconductor (NMOS) and p-channel metal-oxide
semiconductor (PMOS) (More than
90 percent of the MOS fabs use
n-channel MOS.)
- Ml—Single-level metal
- M2—^Double-level metal
- M3—Triple-level metal
- N-WELL
- P-WELL
- POLYl—Single-level polysilicon
- POLY2—Double-level polysilicon
- POLY3—Triple-level polysilicon
• BiCMOS (silicon-based)
- BICMOS—Bipolar and CMOS combined
o n a chip
- BIMOS—^Bipolar and MOS combined on a
chip
- ECL I/O—^ECL input/output
- TTL I / O — ^ m input/output
• Bipolar (silicon-based)
- BIP—Bipolar
- ECL—Emitter-coupled logic
- TTL—^Transistor-transistor logic
- STTL—Schottky TTL
• Gallium arsenide and other compound semiconductor materials
- GaAs—Gallium arsenide
- GaAlAs—Gallium aluminum arsenide
- GaAs on Si—Gallium arsenide on silicon
- GaP—Gallium phosphide
©1991 Dataquest Incorporated November—Reproduction Prohibited
European Fab Database
- HgCdTe—Mercuric cadmium telluride
- InAs—^Indium arsenide
- InP—^Indium phosphide
- InSb—Indium antimony
- LiNb03—^Lithium niobate
- SOS—Silicon on sapphire
The number in the Minimum lAnewidth column
represents the minimum linewidth at the critical mask layers as drawn. This number is
stated in microns and is defined in Dataquest's
fab survey as being available in production
volumes.
The Wafer Size column represents the wafer
diameter expressed colloquially in inches.
However, for wafers greater than 3 inches in
diameter, the colloquial expression is inaccurate. When calculating square inches, the
following approximations are used:
Wafer-Start Capacity is defined in the fab survey as the equipment-limited wafer-start capacity per four-week period. Start capacity is not
limited by current staffing or the number of
shifts operating; it is limited only by the
installed equipment in the fab and the complexity of the process it runs. Start capacity in
square inches is calculated using the approximate diameter and the wafer-start capacity.
The Clean Room Class column represents the
level of cleanliness in the cleanest part of the
clean room. This area represents the true
environment to which the wafer is exposed.
The Origin of Oumer column represents
the country where the parent company is
headquartered.
The Merchant or Captive column categorizes
each fab line on the tables as one of these
two types. Definitions of the various categories
are as follows:
• A Merchant fab line is a fab line that
produces devices that end up available on
the merchant market
• A Captive fab line does not sell any of its
devices on the merchant market. All production is consumed by the owner of the fab
line.
©1991 Dataquest Incorporated November-Reproduction Prohibited
Table 1
European Existing Pilot and Production Fab Llne»
(Including Fabs Going into Productloti During 1992)
Company
City
Country
Fab
Name
Products
Produced
ABB-BAFO AB
JABTALLA
SHEDEH
K/A
DIS OBIO
H/A
PHR DIS
LIN
LAHPERTHEIM
A£Q AS (DAIMLER BENZ)
Proceaa
Technology
BIF CMOS SOS
1.50
Waf.
Size
Max.
W/Start
Capacity
(4 wks.)
In.
Clean
Start
Room
Capacity (square
feet)
<4 wks.)
S<i*
5,000
60,850
16,000
113,120
0.00
3D ICs
mn-HAVE
OPTO
4SW
Mln.
Linewidth
6,000
0
AHALOO DEVICES
mx-
LIN AD/DA
TELECOM
CMOS BICMOS
1.00
15,000
182,550
10,000
ANALOe DEVICES
K/X
LIN AD/DA
TELECOM
BIP BICMOS
1.20
20,000
547,600
0
6,000
73,020
1,000
12,170
ANSALDO IRASPORTI
ASCOM FAVAS
CKNOA
II9UiX.;
SWITZEBUNC
N/A
ARRAYS
CUSTOM
3.00
Table 1 (Continued)
European Existing Pilot and Production Fab Lines
(Including Fabs Going into Production During 1992)
Company
City
ATtT HICROELECTBONICS
I
Country
SPAIN
#/A
AOSTRIA HIKROSXSIEME GMBH
I
i
I
Fab
Name
Products
Produced
H/A
CBIC
CUSTOM
SM
EPROM
EEPROM
ARRAYS
ifft
ABRnys
Process
Technology
CMOS M2
NHOS CMOS
BICMOS
Max.
Mln.
n/Start
Line- naf. Capacity
width Size (4 vks.)
1.25
6
O.ni
•'
Sq. In. Clean
Start
Room
Capacity (square
(4 »ks.)
feet)
14,000
383,320
5,000
243,350
1.00
.:f
25,000
304,250
10,0
28,0
DIGITAL EQUIPMENT
SOUTH QUEENSFERRY
SCOTLAND
mA
HPD FPU
LOO
CMOS
0.70
e.
3,000
62,140
EUK>S GMBH
DORTMUND
GERMANY
H/A
L I N CUSTOM
CMOS
1.50
4
4,166
50,700
N/A
H/A
l.GO
9
CMOS M2
CBIC
ARRAYS
CUSTOM MIL
0.80
1,000
19,020
I
ES2 EUROPEAN SILICON STRUCTURES
ROUSSET CEDEX
25,00
:&
Table 1 (Continued)
European Existing PUot and Production Fab lines
(Including Fabs Galas Into Production During 1992)
Proceaa
Technology
Min.
Line- ffaf.
width Size
Kax.
n/Start
Capacity
(4 wks.)
Sq. In,
Clean
Start
Room
Capacity (square
(4 wks.)
feet)
Company
City
Country
fab
Name
Products
Produced
rpjiwo
NEWIOH AYCLIFFE
BNeUUn}
PHASE 1
4Mb DRAM
ASIC
1.00
6
25,000
684,500
SEC PLESSEY S/C
LINCOLN
j«G£»tt'
n/&
LIN HPD
ABBAYS
SBAH COST
1.50
4.
13,000
158,210
•^ifm^
Mm
KM
'3^(K^
15,000
182,550
6,000
164,280
1», 906
29,000
•s
O
i
fi
12,000
a
I
esc PLESSEX S/C
n
O,
GEC PLESSEY S/C
N/A
ASIC DSP
TELECOM
H/A.
DIODES DIS
LIN
CMOS MHOS H3
0.70
§
3'
I
S.
GEC PLESSEY S/C
GEC PLESSEY S/C
SWINDON
flK^^Sp:
V/K
VXf'
S;M
5
12,000
228,240
3.00
4
14,000
170,380
Table 1 (Continued)
European Existing Pilot and Production Fab lines
(Including Fabs Going Into Pfoducdon During 1992)
Fab
Name
Company
city
Country
HHT
BRDGG
SniTZERIAND N/A
HDGHES HICROELECT.
GLENROTHES
SCOTLAND
BOEBLIHCEN
Products
Produced
Process
Technology
Max.
Min.
N/Start
Line- Waf. Capacity
width Size <4 vks.)
Sq. In.
Clean
Start
Room
Capacity (square
(4 vks.)
feet)
CONSUMER
ICs
0.00
3
15,000
106,050
15,00
ilflfh
ARRAYS
CMOS HOS
CBIC EPROH
COSIOM
3;0II
<
«,400
77,688
28,00
GEBHANX
J|^
PHR DIS
BYBRID
0.00
^
20,000
243,400
COBBEIL-ESSONNES
FBUICE
N/A
ARRAYS LIN BIP
CUSTOM
2.00
)»>
40,000
760,600
50,00
COBBEIL-ESSOHHES
FRANCE
K/A
25eK DRAM
64K SRAM
CMOS MOS
Xim
9
25,000
475,500
25,00
ifr/*
IHb DRAM
CMOS
7,000
340,690
20,000
243,400
«
I
m-
I
I
I
H/A
IKf
gi^p;
t
Table 1 (Continued)
European Existing Pilot anij Ptoducdon Fab IJne<j
(tncludli^ Fabs Going Into Fix>diictlon Dutlng 1992)
Company
city
Country
Fab
Name
ProductB
Produced
SimiELFINQEN
GEBHAinC
SM
ARRAYS
N/A
Proceas
Technology
Min.
Line- ffaf.
width Size
Max.
n/Start
Capacity
(4 vtks.)
Sq. In.
Clean
Start
Room
Capacity (square
(4 wks.)
feet)
2.00
5
15,000
285,300
20,000
1Mb DEUU4
4Mb DRAM
O.SO
8
20,000
973,400
45,000
tl/fk,
25eK DRAM
SBAH DSP
HPD
1.50
i
25,000
475,500
20,000
SIHDELFINGEN
V/k-:
CDSTCM
Bit
1.50
S
15,000
285,300
20,000
SINDELFINGEN
vm
4Hb DRAM
CHOS
0.80
B
30,000 1,460,100
45,000
N/A
1«K DRAM,
64K DRAM
0.00
ff
0.00
4
BIP
©
l-J
mi
I
SINDELflNGEN
SIHDELFINGEN
GEBMANX
g
a
I
a
O
IBM
I
VA
INST. SCIENCE i TECB.
B0I,GARIA
J^X
10,000
121,700
Table 1 [Continued)
European Existing PUot and Production Fab lines
(Including Fabs Going Into Production During 1991)
Conrpany
City
Country
Fab
Name
Products
Produced
INTL. BECTIFIER
IDKIN
IIAilt
BORGARO
BECTIFIER N/A
TBIRISIOR
N/A
Procesa
Technology
Sq. In. Clean
Room
Start
Capacity (square
feet)
(4 Hks.)
Waf.
Size
Max.
W/Start
Capacity
(4 vks.)
0.00
4
15,000
182,550
0.00
4
10,000
121,700
5,000
35,350
Hln.
Linewidth
1
ttlTL. RECTIFIER
BECTIFIER
THYRISTOR
•§
YUGOSLAVIA
N/A
9,49
-A
ENGLAND
H/A
0.00
0
0.00
0
I
BARTLEPOOL
I
I
^
N/A
H/A
IXALTEL
•8
II
GERHANX
mfit.
PtlR TRAN
DIS
BIP HOS
^^t^S
<
42,000
511,140
GEEJOlWf
H/A
DSP NVHEH
CDSTOH
CMOS HOS
1.20
5
21,500
408,930
13,00
Table 1 (Continued)
European Existing Pilot and Production Fab Lines
(Indudii^ Fabs Going into Production During 1992)
Company
City
Country
Fab
Name
Products
Produced
IVT
FREIBDKG
GEBHANY
N/A
DIS CUSTOM
BIP
SDTTON COLDFIELD
ENGLAND
H/A
PHR DIS
SaAi
N/A
256K SRAM
MCO ASIC
LIN
CMOS BICHOS
H2
TRAMCB
H/A
S/A
H/A
SniTZERLAND
H/A
CDSKW
(QCROELECT. -MARIN
SWIIZERUmD
N/A
HICRONAS, INC.
FINLAND
K/A
MATRA HHS/CYPRESS
HICOBELECT. -MARIN
t/*
..ptKW
Process
Technology
Mln.
Linewidth
5.00
Haf.
Size
Max.
W/Start
Capacity
(4 wka.)
4
16,500
Sq. In.
Clean
Start
Room
Capacity (square
(4 wka.)
feet)
200,805
0
0
54,000
21,500
0.70
:»
10,000
190,200
H/A
0.00
4
10,000
121,700
ARRAYS LIN
COSIOH
CMOS
3.00
i
10,000
121,700
LIN CBIC
COSTOM
CMOS M2
2.00
4,000
48,680
12,912
Table 1 (Continued)
European Existing Pilot and Production Fab lines
(Including Pabs Going Into Production During 1992)
Company
City
Country
HtETEC ALCATEL
OODENAARDE
BELOIOM
MOTOROLA
EAST KILBRIDE
SCOTLAND
BAST KILBRIDE
SCOTLAND
EAST KILBRIDE
SCOTLAND
Max.
Sq. In. Clean
Min.
N/Start
Start
Room
Line- Waf. Capacity Capacity (square
width Size (4 vks.) (4 vks.)
feet)
Products
Produced
Process
Technology
CUSTOM
CBIC ANA
MOS CMOS
BICMOS
1.00
4
15,000
182,550
21,5
HCt; MEM
LOG
CMOS MOS Ml 3,00
4
20,000
243,400
25,6
WH"^
'^^ ''^
LOG
'^'^'^ ^ ^
t:
45,000
855,900
35,0
XKlS-tf
SRAM 1Mb
CMOS TOSHIBA 1 . 0 0
DRAM 6 8 0 4 0
MPO
6
25,000
684,500
34,0
BIP PHR
PHR TRAH
Fab
Name
»-*
D
HOS-1
C
I
I
2-M:
I
1
^
MOTOROLA
BIP
10.00
9
12,000
228,240
8,7
TELECOM OP BIP
AMP RES
AOTO
2.00
4
25,000
304,250
22,0
UES
0.00
4
14,000
170,380
5,8
I
'i^llJii«
v/x
Table 1 (Continued)
Suropean Existing Pilot tnt^ ncpdocOsa Fab lines
(InchifUng Fabs Going Ini^ Stojilte^otl I>uring 1992)
Process
Technology
Mln.
Linewidth
Waf.
Sise
Max,
H/Stai±
Capacity
(4 wka.)
Sq. In.
Clean
Start
Room
Capacity {square
(4 wks.)
feet)
Company
Country
Fab
Name
Products
Produced
NATIONAL 5/C
SCOTLAND
BIP 4
LOG
BIP
5.00
4
40,000
486,800
10,000
NATIONAI. S/C
SCOTLAND
tmxe
VM
'SI*
0.00
5
15,000
285,300
15,000
SCOTLAND
OK 6"
LOG COSIOM
ARRAYS
BIP
a.50
«
7,000
191,660
10,000
LIVINGSTON, WEST
LOTHIAN
SCOTLAND
PBASE 1
IHb DRAM
4Mb DRAM
CMOS M2 H3
0.70
$
9,000
171,180
19,500
LIVINGSTON, REST
LOTHIAN
SCOTIiAND
4Hb DRAM
2S6K SRAM
MPn
CMOS
0.00
6
9,000
246,420
19,500
0.00
4
10,000
121,700
3.00
3
15,000
106,050
@
i-»
D
i
(b
I
3
NATIONAL S/C
I
I
I
w&m
NEmOSKET MICBOSYS.
NDOVA HISTRAL S . P . A .
SEBHONETA
il^
:W^
R/A
ZENER
DIODE
DIODES
N/A
10,76
Table 1 (Continued)
European Existing iHlgl ^0A IPnilliinctla^
(Including Fabs Goii^ J^tHk ^^^llUi^ia^ tkHitis 1992)
Company
§
PHILIPS
City
Country
HAMBURG
Fab
Name
Products
Produced
Process
Technology
K/A
CONSUMER
ICS
BIPOLAR H2 M3
CONSDHER
CON
DISCBEIS
DIS
%^
8-BIT HCD
CMOS HOS HI
16-BIT HCD H2
EEPROM
ASIC
Mln.
Linewidth
Waf.
Size
Max.
W/Start
Capacity
{4 wks,}
Sq. In.
Clean
Start
Room
Capacity <aquare
(4 wks.)
feet)
1.50
£
18,000
342,360
1.20
5
18,000
342,360
22,000
267,740
16,14
•2
BAZELGROVE,
ENGLAND
STOCKPORT CHESHIRE
Kt^Cfep:
'^MEJUili'
BAZELGROVE,
ENGLAND
STOCKPORT CHESHIRE
W * 1ft
IRAN DIODE BIP
RECTIFIER
1.00
5
12,500
237,750
32,28
10.00
t
45,000
547,650
19,36
POnERHOS
DIODE
SMART PWR
HOS IM
3.00
4.
10,000
121,700
11,83
»/A
S/A
iii»M
3.00
1
26,000
316,420
23,45
Table 1 (ContlQued)
European Existing PJIot and Production Fab lines
(Inchidlng Fabs Going Into Production During 1992)
Company
City
@
Country
Fab
Hame
Products
Produced
NETREKLANDS
H/A
SRAM COD
NETHEBLAHDS
H/A
NEIHERLANDS
K/A
NEISEBLANDS
iliat^^
Proceaa
Technology
Max.
Sq. In. Clean
Hin.
W/Start
Start
Room
Line- Naf. Capacity Capacity (square
width Size (4 wka.) (4 wks.)
feet)
CMOS NHOS H2 0.80
6
8,400
229,992
20,000
380,400
O
I
I
PHILIPS
MOS BICMOS
BIS
1.50
jl:
Pmt DIS
DIODES
R/lk
0.70
4
N/A
KECTIFIER
BIP H3
0.00
3
;;K^.
intig
«.«0
CMOS IH
s^
t ^
39,338
Q
12,912
70,000
494,900
0
S
12,000
228,240
12,58
2.00
f
12,000
146,040
21,52
Q.OO
3
10,000
70,700
13,00
f
I
STAOSKANAAL
PBILIPS BTC
I
'^euir
SniTZEBLAND
PBILIPS/FASELEC
?ml»:
OBANOLLEKS
N/A
M/*.
1 ^
J»3$;Kiii
Table 1 (Contiiiiied)
European Existing Pilot and Production Fab lines
(Including Fabs Going Into Production During 19?2)
Cc»npany
City
Country
Fab
Name
ProductB
Produced
EHCXAND
H/A
N/A
StlEDEH
H/A
WR DJS
n/t,.
$/ji,.
Proceaa
Technology
Waf.
Size
Max,
n/Start
Capacity
(4 wks.)
0.00
3
10,000
70,700
0.00
4
25,000
304,250
0.00
^
10,000
121,700
Min.
Linewidth
Sq. In.
Clean
Start
Room
Capacity (square
<4 wks.)
feet)
«
S
RIFA AB
I
:'W(stK
BIS
:iB5Kji!iesr
92,00
a
5"
!3
I
SEAGATE KECROELBCI.
BEDILINGEN
GEBHAm
RtW/FAK
LIN DIS
CDSTOM
BIP BICHOS
3^'lSfa
4
20,000
243,400
LIVIMGSrON
SCOTLAND
»/&
LIN
MP
H2
3.00
4
5,000
60,850
GLENROTHES
SCOTLAND
N/A
LIN DIS
OPTO
BIP CMOS MOS
4.00
-4'
2,000
24,340
ttfk
vti
0.00
4
10,000
121,700
CRICKLADE
«i»
16,1
Table 1 (Continued)
European Existing Pilot and Production Fab lines
(Including Fabs Going Into Production During 1992)
Company
City
Country
SEHITRON
g
SGS-THOMSON
35041 SENNES
Fab
Name
Products
Produced
Process
Technology
S/A
»IS
JtlB
N/A
^
Waf.
Size
Max.
W/Start
Capacity
(4 HICS.)
0.00
4
10,000
121,700
5.00
S
ie,000
304,320
4.00
S
16,000
304,320
22,000
0.70
S
28,000
766,640
22,000
$.99:
5
34,000
646,680
3.00
4:
21,000
255,570
Hin,
Linewidth
Sq. In.
Clean
Start
Room
Capacity (square
(4 wka.)
feet)
m
I
I
SGS-TBOMSON
SGS-THOMSON
AGR&TE (MILAN)
I
LIN ARRAYS
LOGIC
:XMtS
64K 2S6K
1Mb EPROH
PLD LIN
ARRAYS
W^
'0
a
Wfft'
SGS-THOMSON
i^
aw
LOO LIN
COSTOM
BIP BICHOS
H/A
I&
SGS-IHOHSON
'^ifXjfjiifi]^
n/k
SSS-IHOHSON
COSTALEITO
H/A
O.OO
T^le 1 (Continued)
European Existing Pilot and Production Fab IJnes
(Including Fabs Going Into Production Duiing 1992)
Conp&Ay
City
SQS-IHOHSON
Max.
W/Start
Capacity
(4 wks.)
Sq. In.
Clean
Start
Room
Capacity (square
(4 wks.)
feet)
Process
Technology
Mln.
Linewidth
LIN PHR IC
CDSTOM
BIP CMOS
1.50
4
20,000
243,400
MODDLE 4
MPD LIB
CMOS MOS
2.00
*
22,000
267,740
NVHEH HPO
CMOS MOS
1.50
S
16,000
304,320
K/A
5.00
3
70,000
494,900
^^fib
ill
20,000
243,400
2.00
S
15,000
285,300
t>:W
;S.
15,000
285,300
Country
Fab
Name
Products
Produced
FSUICE
N/A
Waf.
Size
«
•g
SGS-THOMSON
8!
I
SSS-THOHSOH
XRANCE
MODOLE 5
SQS-TBOHSON
rSAHCK
tIESA
S6S-TH0HS0N
^idA^'
^lii^si" IHT^
I
I
tfDNICH
• » * ;
BALANSTRAS ASIC
BIP
CDSIOH LIN
BALANSTRAS ASIC
COSTOH
CMOS MOS
14,00
Table 1 fContinucd)
European Existing Pilot and Production Fab Lines
(Including Fabs Going into Production During 1992)
CoK^any
City
Country
Fab
Name
Products
Produced
BEGENSBDHG
e&RHAinr
MEGA 1
IHb DRAM
4Mb DRAH
MEGA 2
4Hb DRAM
^
g
-§
8
SIEMENS
f
KEOENSBDRG
BEGENSBOBG
GEBHMiy
R^
i^i|^ippk'
p» i,
Process
Technology
CMOS
•ixm-
WHi-
6 4 K DRAM
Max.
Sq. In. Clean
Min.
W/Start
Start
Room
Line- ffaf. Capacity Capacity (square
width Size (4 wks.) (4 vks.)
feet)
0.80
e
20,800
569,504
0.80
«
16,000
438,080
d;,;Oq;
4.
10,000
121,700
2.00
4
40,000
486,800
1,20
5
40,000
760,800
0.00
A
10,000
121,700
:3.«ll
j^
24,000
292,080
LOG
I
g'
AOSTRIA
SIEMENS
FAB 2
25 6K DRAH
MOS
g.
SHIIZEBLAND N/A
TELEFDNKEH
SCBIHG
GEBMAHX
N/A
-
LOG HPD
HCU ARRAYS
•
«
*
3,000
Table 1 CCoatlnued.)
European Existing Pilot and Producdon Pab lines
(Including Fabs Going Into Production During 1992)
Company
City
Country
Tab
Name
Products
Produced
Froceaa
Technology
Min.
Linewidth
Waf.
Size
Max.
W/Start
Capacity
(4 wka.)
Sq. In.
Clean
Start
Room
Capacity (square
(4 wks.)
feet)
COST
^
TELEFDNKEN ELECT.
amwMre
H/A
CDSTOM L I N B I P MOS CMOS
DIS HCV
i.oo
A
20,000
243,400
lELEFUNKEN ELECT.
GESHANY
'll/A
OPTO HIGH
FBEQOEHCY
1.00
ia
5,000
35,350
1.00
:ti
3,000
9,420
I
B
•g
I
Z
N/A
BEILBRONN
8.
BIP
lELEFDHKEN ELECT.
raiwcE
n/A
DI»
M/X
0.00
4
10,000
121,700
25,00
txiait-
PHASE 1
4Hb DRAM
CHOS
ASSP CBIC
0.80
S
23,740
650,001
46,00
ENStAHD
PHR FAB
PWR DIS
BIP
0.00
il
14,379
174,992
9,0
GEBHKHy
H/A
LIH ASSP
BIP CMOS
BICMOS
0.80
i
9,463
179,986
10,0
I
I
I
Table 1 (Continued)
European Existing Pilot and Production Fab Lines
(Includli^ FatM Going into Production During 1992)
Company
City
VAISAUV
Waf.
Size
Max.
W/Start
Capacity
(4 wks.)
Products
Produced
N/A
CBIC LIN
ASSP
CMOS BICMOS
0,80
5
10,515
199,995
FINLAND
|(/JL
njt
£H^:
5.00
3
290;
1,414
I
f
I
I
VEB GLEICBRICHTERDERK
STABNSDORF
GERHMHy
H/A
FHR DIS
N/A
0.00
0'
VEB HALBLEIIERHERK
FBAHKFORT (ODER)
GERHANX
It/K
li^
fM
0.00
0
GERHMn-
,iJEA::
D/A
c^K>s MOS
O.OO
O
RHW
WM
0.00
«(
SENSOR CCD
N/A
0.00
0
VEB KOMBINAT HIKROELEKTRONIK
Sq. In.
Clean
Start
Room
Capacity (square
(4 wks.)
feet)
Fab
Name
Country
Frocesa
Technology
Min,
Linewidth
VEB ROEHRENDERK
NEOBADS AH RENtmEG GERMANY
VEB NERK FDER FEBNSEEELEKTRONIK
BERLIN-OBERSCBOENE 6ERHANX
WEIDE
MM
11/K.
17,000
Table 1 (Continued)
European Existing Wlot and Production Fab lines
(Inctudins Fabs Going into Prodiictlon During 1992)
Company
City
NESTCODE S/C
CRIPPEH8AH
Cmmtry
Fab
Name
H/A
Products
Produced
ProceSB
Technology
H/A
Hin.
Linewidth
Max.
W/Start
Haf. Capacity
Size
(4 vks.)
Sq. In.
Clean
Start
Room
Capacity (square
(4 wks.)
feet)
0.00
4
10,000
121,700
l.SO
5
10,000
190,200
H'
I
B
•§
9!
Wh
I
I
I
MA - Not Available
Source: Dataquest (November 1991)
26,000
Table 2
Buropean Future Pilot and Production Fab lines
(Planned Facilities Going Into Production by Yeaf)
Fab
Type
Target
Date
Prod.
Begins
N/A
»
01/01/92
0.80
e
16,000
778,720
4Hb DRAM HPU
IHb DRAH
CMOS
FAT
03/01/92
0.80
6
22,000
602,360
25,0
16Hb DRAH
CMOS
T
02/01/92
0.60
8
20,000
973,400
30,0
0.80
6
45,000 1,232,100
Country
Fab
Name
Production Begins; 1992
HITACHI
LANOSHDT
GEttMAHY
N/A
4Hb DRAH 25eK
IHb SRAM
s-
HITSOBISHI
KLSDOBF
GERMANY
N/A
5"
TI
AVEZZANO
ITAIiY
PHASE 2
Company
City
Products
Process
Technology
I
/
9
„
Production Begins: 1993
FOJITSn
NEWTON AYCLIFFE
f
INTEIi
HIETEC ALCATEL
ENGLAND
PHASE 2
4Mb DBAM ASIC
CMOS
LEIXLIP, KILDARE IRELAND
FAB 10
386 486 586
MPU LOG
CMOS
OODENAARDE
BELGIDM
FAB 2
ASIC
ENGLAND
PHASE 3
16Mb DRAM
CMOS M2
P0Ly2
/
Wafer
Mln.
Start
Line- Waf. Capacity
width Size (4 wka.)
Sq. In.
Clean
Start
Room
Capacity (Square
(4 wks.)
Feet)
F
06/01/93
0.80
S
18,000
876,060
30,0
FAT
07/01/93
0.50
6
5,000
136,900
12,9
0.60
a
I
g
S
Production Begins! 1994
FtJJITSD
NEWTON AYCLIFFE
g-
I Dataquest (October 1990
CMOS
/
/
30,000 1,460,100
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(
1 European Plant Locations
The following list gives plant locations for all major semiconductor manufacturing
operations in Western Europe.
For each company entry, data are provided listing the primary manufacturing
activities conducted at each site by major product category. Not all manufacturing steps
are performed at every site for every product category shown, but applicable
combinations of design, wafer fabrication, assembly, and test are shown for each product
category and location. No design activity appears on the matrix unless another
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ESIS Volume III
0003512
© 1989 Dataquest Incorporated March
1-1
1 European Plant Locations
(Page intentionally left blank)
1-2
© 1988 Dataquest Incorporated March
ESIS Volume m
0003512
1 European Plant Locations
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Iskra
LSI Logic
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HEDL
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Microelectronic ft-^l^n
Micronas Inc.
Hietec
Mistral
Mitel
Motorola
ftatorola
Motorola
NEC
NBC
National Semiconductor
National Semicoriductor
National Senicotiductar
Newmarket Hiccoayatefis
Phillpa
Philipa
Phillpa
Phillpa IFaaelac)
Philip* (Valvo)
Phillpa Co^>onanta
Phillpa HlcrOHBVe
Town
Coed Rheydn
Hewpoct
Tel Avlw
Ox ted
Turin
Trbovlje
Braunschweig
Sldcup
Lincoln
Wembley
Nantes
Tewtteebury
Marin
Bapoo
Oudenaarde
Sermoneta
Newport
Toulouse
Schatibogen
East KUbrldtt
Livln9Ston
Ballivor
Furstenfeldbruck
Greenock
Midgnl Haemek
Kewmacliet
Eindhos^en
NiJRHigan
Stadskanaal
Zurich
Hamburg
Stockport
Caen
Covmtgift
Wales
wales
Israel
England
Italy
Jugoslavia
West Germany
England
England
England
France
England
Switlecland
Finland
Belgium
Italy
Wales
France
VTest Gernsiq;
Scotland
Scotland
Ireland
Heat Germany
Scotland
Israel
England
Netherlands
Netherlanda
Netherlands
Switzerland
West Germany
Qigland
France
ProgiiB^fc
«0S LSI, Micro
MOS ISl,
Micro
MOS LSI
Discretes
Discretes
BPD, D i s c r e t e s
MOS LSI, Custom, SeaicuEtorn
BiOIOS, Custom, Seinicustorn
D i s c r e t e s , MOS LSI, Microwave
D i s c r e t e s , MOS LSI
MOS LSI, L i n e a r , RPO
MOS LSI
Custom I^I
Custom MOS LSI
Custom MOS, BiCMOS
Discretes
Custom LSI
BPD, D i s c r e t e s , L i n e a r
Standard L o g i c , Semiciffitpn
MOS LSI
H05 LSI
HOE LSI
BPD, L i n e a r , MOS LSI
BPD, L i n e a r . MOS LSI
MOS LSI
Gate \ r r a y
BPD, D i s , L i n e a r , HOS LSI, Opto
8P0, D i s , L i n e a r , MOS LSI
D i s c r e t e s , Opto
MOS LSI, L i n e a r , Custom
BPD, D i s c r e t e s , O p t o , MOS LSI
Discretes
BPD, D i s , L i n , MOS LSI, Opto, GaAs
Maoitfjtcturln
Fab Teat A
1 European Plant Locations
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0003512
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Company
Silieoniit
Standard E l e c t r i c s
TAG
Teiefunltan Electronic
Teiefunken Electronic
Telefunken Electronic
Texas Instrumenta
Texas Inatrumanta
Texas Inatruntents
Tftxas Inatrunenta
Texas Instrunenta
Texas Instrunents
Texat
Toahib* <M)H
Unitrode
Vaiaala
Heatcode
Wolf son N i c r o a l « Q t | c b n i c a
Tow
Swanaea
Cascala
Zurich
Braunau
Heilbronn
Vbcklabruqh
Bedford
Fraislnq
Hoceira
Rlstl
VilleneuvB-Loubet
Avezzano
Nice
BraunSctiwAl9
Ennia
Httlalnkl
Qilppenham
Edinburgh
Country
Wales
Portugal
Switzerland
Austria
West Germany
Austria
England
West Germany
Portugal
Italy
France
Italy
Prance
West Germany
Ireland
Finland
England
Scotland
Produeta-:
Wwiutaotwrtw) Act
JNife -Ti&it A s a ' y
Discretes, m s LSI
Discretes
Discretes
Discretes, Opto
BPD, Dis, Linear, »03 U I , Opto
Discretes, Opto
Discretes, MOS I£I, Senicuatom
BPD, Linear, HOS LSI
BPD, Linear
Discretes, HOS LSI
Custom LSI, HOS LSI
Production starts 1992
Discretes
HOS LSI
Discretes
HOS LSI, CMOS Standard Circuits
Discretes
Semicuatom
Source:
Da
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European Semiconductor
Design Locations
Dataquest
Semiconductors Europe
>
European Semiconductor
Design Locations
I
Source:
Dataquest
I
Semiconductors Europe
i
Published by Dataquest Eurcpe Limited
The content of this report represents our interpretation and analysis of information generally available to the public or released by
knowledgeable individuals in the subject industry, but is not guaranteed as to accuracy or completeness. It does not contain
material provided to us in confidence by our clients.
Printed in the United Kingdom. All rights reserved. No part of this publication may be reproduced, stored in retrieval systems, or
transmitted, in any form or by any means—mechanical, electronic, photocopying, duplicating, microfilming, videotape, or
~
—
© 1991 Dataquest Europe Limited
OctobCT 1991
0009926
—
^
-
>
List of Tables
Table of Contents
Page
INTRODUCTION
DEFINITIONS
Design Center
Design Service
Independent Design Service Locations
Standard Products
Custom ASIC
CeU-Based ASIC
Gate Array ASIC
Discrete or Optoelearonic Produas
2
2
2
2
2
Table
Pi^
1 European Semiconductor Design Locations ... 3
2 European Standard Product Design
Locations
10
3 European Custom ASIC Design Locations.... 12
4 European Cell-Based ASIC Design
Locations
15
5 European Gate Array ASIC Design
Locations
21
6 European Discrete and Optoelectronic
Design Locations
26
I
I
ill
European Semiconductor Design Locations
i
i
©1991 Dataqnest Europe Limited October—Reproduction Profaibited
European
Locations
Semiconductor
Introduction
Currendy 258 semiconductor design locations are
established or under development in Western
Europe. This is a small decrease over the number
of locations in 1990, when there were 264 design
locations. This booklet lists the semiconductor
design locations in Tables 1 to 6, and identifies the
locations on the basis of the products designed
there.
Definitions
The design locations are divided into merchant or
captive locations. Merchant locations are those
which design semiconductors for sale to any company. Captive locations are those which design
semiconductors for use by the parent company
only, and will not be re-sold as semiconductor
products to another company.
The design services offered by these locations are
categorized as:
Design
development of design tools is such that some
design centers are not located with the semiconductor manufacturer, and may be with the larger
user of semiconductor products. Design centers
will have schematic capture, simulation and layout
software, and normally have the software for
checking the manufacturability of the product in
the design center.
D e s i g n Service
A design service location has the hardware and
software required to take a design from the initial
concept to functional simulation. This site normally designs ASICs only, and is usually a workstation and applications engineer providing
design support. The final layout of the device is
performed by the semiconductor manufacmrer at
his main design center. The semiconductor
manufacturer usually performs the post-layout
simulation, but he can often provide the postlayout data to allow the engineer to perform postlayout simulation at his own site.
• Category C: Independent
Many design service locations are owned by the
semiconductor vendors, and they rent w^orkstation
time to their customers. However, some of the
larger OEMs have invested in their own facilities
for internal design groups.
The products designed by these locations are
categorized as:
I n d e p e n d e n t D e s i g n Service Locations
• Category A: Design Center
• Category B: Design Service
• Category 1: Standard Products
• Category 2: Custom ASIC
• Category 3: Cell-Based ASIC
• Category 4: Gate Array ASIC
• Category 5: Discrete or Optoelectronic
D e s i g n Center
A design center has all the hardware and software
design tools required, in addition to the engineering resources needed to design standard products
and ASICs, Design centers are normally the
domain of semiconductor manufacturers, but tJie
An independent design service location is
equipped with all the hardware and software
required to take a design from the initial concept
to functional simulation. The final layout of the
device is normally performed by the semiconductor manufacturer, but often the independent
centers will have the layout and manufacturability
software themselves. The independent locations
normally design ASIC products only. These
centers are third-party locations, and are not tied
to a single semiconductor vendor. Independent
centers usually have similar facilities to design
service locations, but can provide additional system expertise in product and circuit board design,
which may not be available at the semiconductor
vendor's site.
European Semiconductor Design Locations
Standard Products
Gate Array ASIC
Standard products are those which are sold to
more than one customer by the semiconductor
manufacturer. Standard products are normally
only designed in major design centers, and these
centers are owned by the semiconductor
manufacturer.
Gate array ASICs are devices which are customized using the final layers of interconnect.
Base wafers with embedded functions such as
static random access memory are included in this
category. Gate array ASICs are sold to a single
user only. Products sold to more than one user
are standard products.
i
Custom ASIC
Custom ASICs are products which are manufactured using a full set of masks, and require manual placement and routing of the cells during
design. Custom ASICs are sold to a single user
only. Products sold to more than one user are
standard products.
Discrete o r Optoelectronic Products
Discrete products are devices which are unit
building blocks and perform a fundamental semiconductor function. Optoelectronic products are
semiconductor products in which photons induce
the flow of electrons, or vice versa.
CeU-Based ASIC
Cell-based ASICs are devices which are manufactured using a single set of masks, and use automatic cell placement and automatic cell routing.
Cell-based ASICs are sold to a single user only.
Products sold to more than one user are standard
products.
I
i
©1991 Dataquest Europe Limited October—Reproduction Prohibited
European Semiconductor Design Locations
Table 1
European Semiconductor Design Locations—All Center?
Company
ABB
ABB
ABB
ABB
Alcatel Norkrets
Analog Devices
Analog Devices
Analog Devices
Ansaldo
Anzac
Ascom—Favag
ATAC Diffusion
AT&T
AT&T
AT&T
Auris
Austria Mikro Systeme
Austria Mikro Systeme
Austria Mikro Systeme
Britcomp Sales
British Aerospace
British Telecom
Bull SA
Burr-Brown
Bytech
California Devices
Cetehor
Compugraph
Dectrosuisse
Dectrosuisse
Denyer Walmley Micro
Dialog
Dolphin Integration
DSP Group
Electronique Lyonnaise
Elgaplex
Elgaplex
EM Microelectronics
Enatechnic
Ericsson Components
Euridice
European Silicon Structures
European Silicon Structures
European Silicon Structures
Location
Baden
Guildford
Paris
Stockholm
Oslo
Cork
Limerick
Newbury
Genoa
Slough
Bevais
Sevres
Bracknell
Madrid
Munich
Grenoble
Camberley
Dresden
Graz
Leatherhead
Bristol
Martlesham
Clayes-sous-Bois
Livingstone
Slough
Paris
Besanfon
Trappes
Neuchatel
Zurich
Loanhead
Swindon
Grenoble
Givat Shmuel
Lyon
Waldshut
Wettringen
Marin
Hamburg
Kista
NA
Bracknell
's-Hertogenbosh
Milan
Country
Code*
Germany
M
England
M
France
M
Sweden
M
Norway
M
Eire
M
Eire
M
England
M
Italy
M
M
England
Switzerland M
M
France
England
M
Spain
M
Germany
M
M
France
M
England
Germany
M
Austria
M
M
England
England
C
England
C
France
C
Scotland
C
M
England
M
France
M
France
M
France
Switzerland M
Switzerland M
M
Scotland
M
England
France
M
Israel
M
M
France
Germany
M
Switzerland M
Switzerland M
Germany
M
Sweden
M
Belgium
M
M
England
Netherlands M
M
Italy
1
4
/
/
•
•
/
5
•
•
•
•
/
•
•
•
•
/
/
/
•
/
/
•
•
/
•
/
•
•
•
•
/
/
/
•
•
•
•
/
/
/
•
•
•
•
/
•
•
•
•
•
/
/
/
•
/
/
•
•
/
•
/
•
•
•
•
•
•
/
/
/
•
•
•
/
•
•
•
/
•
•
•
•
•
/
•
•
/
•
•
•
•
•
•
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•
•
•
•
•
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•
•
•
•
•
•
•
•
•
•
•
•
•
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/
/
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•
•
(Continued)
©1991 Dataquest Europe Limited October—Reproduction Prohibited
European Semiconductor Design Locations
Table 1 (Continued)
European Semiconductor Design Locations—All Centers
Company
European Silicon Structures
Europ>ean Silicon Structures
Eurosil
Fujitsu
Fujitsu
Fujitsu
Fujitsu
GEC Marconi
GEC Plessey Semiconduaors
GEC Plessey Semiconductors
GEC Plessey Semiconductors
GEC Plessey Semiconductors
GEC Plessey Semiconductors
GEC Plessey Semiconductors
GEC Plessey Semiconductors
GEC Plessey Semiconductors
Giltspur Micro
Goldstar
Gothic Crellon
Harris Semiconduaor
Harris Semiconductor
Harris Semiconduaor
Harris Semiconduaor
Harris Semiconduaor
Harris Semiconduaor
Hitachi
HMT
Honeywell
Hughes
Inmos
Inmos
Intel
Intel
International Rectifier
ITT Intermetall
ITT (BTM)
ITT (FACE)
ITT (ITTA)
ITT (SESA)
ITT (SRT)
i r r (SRT)
Logical Integration
LSI Logic
LSI Logic
Location
Munich
Paris
Eching
Frankfurt
Maidenhead
Paris
West Gorton
Chelmsford
Brussels
Lincoln
Milan
Munich
Oldham
Paris
Swindon
Wembley
Newbury
Dublin
Reading
Brussels
Camberley
Hamburg
Milan
Munich
Paris
Maidenhead
Brugg
Bracknell
Glenrothes
Bristol
Newport
Haifa
Paris
Borgaro Torinese
Freiburg
Antwerp
Solamo
Vienna
Madrid
Oslo
Zurich
Thame
Agrate
Biel
Country
Code'
Germany
M
France
M
Germany
M
Germany
M
England
M
France
M
England
M
England
M
Belgium
M
England
M
M
Italy
Germany
M
M
England
France
M
England
M
M
England
England
M
Eire
M
England
M
Belgium
M
England
M
Germany
M
Italy
M
Germany
M
France
M
England
M
Switzerland M
M
England
M
Scodand
England
C
Wales
M
M
Israel
France
M
Italy
M
Germany
M
Belgium
C
Italy
c
Austria
c
Spain
c
Norway
c
Switzerland
c
M
England
M
Italy
M
Switzerland
2
1
•
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•
•
•
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3
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•
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4
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5
C
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•
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•
•
•
•
•
•
•
•
•
•
•
/
•
•
•
•
/
/
/
/
/
/
/
•
B
A
•
•
•
•
•
•
•
•
•
/
/
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
/
/
•
/
•
•
•
•
•
•
•
•
/
/
•
•
•
•
•
/
•
•
•
•
•
•
•
•
•
•
(Continued)
©1991 Dataquest Europe Limited October—Repnxluction Prohibited
European Semiconductor Design Locations
Table 1 (Continued)
; European Semiconductor Design Ijocations—All Centers
Company
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
Lucas
Macro Marketing
Mastair
Location
Boulogne
Bracknell
Dflsseldorf
Livingstone
Munich
Oslo
Oss
Stuttgart
Tel Aviv
Sutton Coldfield
Slough
NA
Matra-MHS
Matra-MHS
Matra-MHS
Matra-MHS
Matra-MHS
Matra-MHS
MBB
MCE
Merlin Gerin
Micronas
Mietec
Migration Technology
Mikron
Missil
Mistral
Mitel
Mitsubishi
Morari
Bracknell
Milan
Munich
Nantes
Paris
Stockholm
Stuttgart
Tewksbury
Grenoble
Espoo
Brussels
Pincheim
Munich
Paris
Sermoneta
Caldicot
Ratingen
Montpelier
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola
National Semiconduaor
National Semiconductor
National Semiconductor
National Semiconduaor
Aylesbury
East Kilbride
Geneva
Haifa
Milan
Munich
Paris
Stockholm
Toulouse
Eindhoven
Greenock
Milan
Munich
Paris
Cotmtry Code* 1
M
France
M
England
Germany
M
M
Scodand
Germany
M
M
Norway
Netherlands M
Germany
M
M
Israel
C
England
M
England
France
M
M
England
M
Italy
Germany
M
M
France
•
M
France
Sweden
M
Germany
C
•
M
England
•
France
C
M
•
Finland
M
Belgium
Germany
M
M
Germany
M
France
Italy
M
Wales
C
Germany
M
•
M
France
M
England
M
Scodand
•
Switzerland M
•
M
Israel
/
M
Italy
M
Germany
France
M
M
Sweden
M
France
•
Netherlands M
M
•
Scotland
M
Italy
M
Germany
M
France
B
•
•
•
•
•
•
•
•
/
/
•
•
•
•
•
•
•
•
/
•
•
•
•
/
/
•
•
/
/
•
/
•
•
/
/
/
/
•
/
/
•
•
•
•
•
•
•
•
/
•
•
•
•
•
•
•
•
•
•
•
•
•
/
•
•
•
•
•
•
•
•
•
/
/
/
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
/
/
•
•
/
•
•
•
•
•
•
•
•
•
•
•
/
•
•
•
•
•
•
•
(Continued)
©1991 Dataquest Europe Limited October—Reproduction Prohibited
European Semiconductor Design Locations
Table 1 (Continued)
European Semiconductor Design Locations—All Centers
Company
National Semiconductor
National Semiconduaor
National Semiconduaor
NCR
NEC
NEC
NEC
NEC
NEC
NEC
NEC
NEC
Newmarket Micro
Newtek
Nordic VLSI
Norsk Data
Oki
Olivetti
Panasonic (Matsushita)
Panasonic (Matsushita)
PDT-Pynenburg
Philips
Philips
Philips
Philips—Fasalec
Philips (Mullard)
Philips (RTC)
PhUips (RTC)
Philips (Valvo)
Quarndorn
Qudos
Racal Microelectronics
Racal Redac
Racal Redac
Rapid Silicon
Robert Bosch
S2PI
SAAB
Sagem
SDM
Seiko-Epson
Seiko-Epson
Semiconductores
Semikron
Location
Stockholm
Swindon
Tel Aviv
Maidenhead
Diisseldorf
Eindhoven
Milan
Milton Keynes
Munich
Paris
Stockholm
Stuttgan
Newmarket
Bordeaux
Trondheim
Oslo
Neuss
Ivrea
Bracknell
Grassbrunn
Vught
Eindhoven
Milan
Stockholm
Zurich
Mitcham
Caen
Paris
Hamburg
Derby
Cambridge
Reading
Munich
Tewksbury
Reading
Reutlingen
Palaiseau
Trollattan
Paris
NA
Munich
Milton Keynes
NA
Niimbuig
Coiuitry
Sweden
England
Israel
England
Germany
Germany
Germany
England
Germany
France
Germany
Germany
England
France
Norway
Norway
Germany
Italy
England
Germany
Netherlands
Netherlands
Italy
Sweden
Switzerland
England
France
France
Germany
England
England
England
Germany
England
England
Germany
France
Sweden
France
Belgium
Germany
England
Spain
Germany
Code*
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
C
M
C
M
C
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
C
M
M
M
M
M
C
M
M
1
2
•
•
•
/
•
•
•
•
•
•
•
•
•
•
/
/
•
•
•
•
3
•
•
•
•
•
•
•
•
•
•
/
/
/
/
•
/
•
/
•
/
•
/
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
4
/
5
A
B
C
•
•
•
/
•
/
/
•
•
/
•
•
/
/
•
•
•
/
/
•
/
•
•
•
•
•
•
•
•
/
•
•
•
/
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
/
•
/
•
•
•
•
•
•
•
•
•
/
•
•
•
•
•
/
•
(Continued)
©1991 Dataquest Europe Limited October—Reproduction Prohibited
European Semiconductor Design Locations
Table 1 (Continued)
European Semiconductor Design Locations-^All Centers
Company
Semitron
SES
SGS-Thomson
SGS-Thomson
SGS-Thomson
SGS-Thomson
SGS-Thomson
SGS-Thomson
SGS-Thomson-IST
SGS-Thomson-IST
SGS-Thomson-IST
SGS-Thomson-IST
SGS-Thomson-IST
Sharp
SiCon
Siemens
Siemens
Siemens
Siemens
Siemens
Siemens
Siemens
Sierra Semiconductor
Sierra Semiconductor
Sierra Semiconductor
Sigrid
Silicon and Software Systems
Silicon Microsystems
Siliconix
Smartech Oy
Sorep
Sorep
Sorep
STC (Stantel)
STC (STL)
Swindon Silicon Systems
Symbionics
Sysraic
System Electronic Vertriebs
Systems Sud
Tadiran
Tektronix
Telefunken
Telic Alcatel
Location
Cricklade
Nordlingen
Agrate
Castelleto
Catania
Grenoble
Marlow
Rennes
Agrate
Grafing
Madrid
Paris
Stockholm
Hamburg
Linkoping
DOsseldorf
Hannover
Milan
Munich
Stuttgart
Villach
Zurich
's-Hertogenbosh
Milan
Munich
Toulon
Dublin
Malmesbury
Swansea
Tamjjere
Grenoble
Les Ulis
Rennes
Sidcup
Harlow
Swindon
Cambridge
Aix-en^Provence
Braunschweig
Toulouse
NA
Marlow
Eching
Strasbourg
Country (Code*
M
England
M
Germany
M
Italy
Italy
M
M
Italy
France
M
M
England
M
France
Italy
M
Germany
M
Spain
M
France
M
Sweden
M
Germany
M
Sweden
M
Germany
M
M
Germany
M
Italy
Germany
M
Germany
M
M
Austria
Switzerland M
Netherlands M
M
Italy
Germany
M
M
France
M
Eire
M
England
M
Wales
M
Finland
M
France
M
France
M
France
England
M
England
C
England
M
England
M
M
France
M
Germany
M
France
M
Israel
England
M
M
Germany
France
C
1
2
3
4
5
A
B
•
/
/
/
/
•
•
/
/
•
•
•
•
•
•
•
•
/
/
/
/
•
•
•
•
•
•
•
•
•
•
•
/
/
/
/
/
/
/
/
•
/
/
/
/
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/
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/
/
•
•
•
/
/
•
/
/
/
/
•
•
/
/
•
/
/
•
•
•
/
/
•
•
•
•
/
/
•
/
/
/
/
/
/
/
•
•
•
/
•
•
•
/
/
/
/
/
•
•
•
•
•
/
/
/
/
/
/
•
•
•
•
•
•
•
•
•
•
•
•
/
/
^
•
•
•
/
/
/
/
/
/
/
•
/
/
/
/
•
•
/
•
•
•
/
C
•
/
•
•
/
©1991 Dataquest Europe Limited October—^Reproduction Prohibited
/
/
(Continued)
European Semiconductor Design Locations
Table 1 (Continued)
European Semiconductor Design Locations—All Centers
Company
Teimos
Texas Instmmenis
Texas Instruments
Texas Instruments
Texas Instruments
Texas Instruments
Texet
Thomson CSF
Thomson CSF
Thomson CSF
Thomson CSF
Thomson CSF
Thomson CSF
Thomson CSF
Thomson CSF—-Cetia
Thomson Electronic Components
TMS
TMS
Toshiba
Toshiba
Toshiba
Toshiba
Toshiba
Toshiba
Toshiba
TRW
Ua-Alcatel
Vaisala
VDI-Zentrum
VLSI Technology
VLSI Technology
VLSI Technology
VLSI Technology
Wolfeon Microelectronics
Zeltron
Zymos
Zymos
Zymos
Location
Munich
Bedford
Freisiag
Hannover
Milan
Villeneuve-Loubet
Nice
Aix-en-Provence
Grenoble
Milan
Munich
Rousset
Tours
Velizy
Toulon
Basingstoke
Corbevoie
Saint-Egrdve
Camberley
DOsseldorf
Milan
Munich
Paris
Stockholm
Stuttgart
Bordeaux-Lac
Les Ulis
Helsinki
Berlin
Milan
Milton Keynes
Munich
Paris
Edinburgh
Campformido
Offenbach
Stockholm
Welwyn
Garden City
Country
Germany
England
Germany
Germany
Italy
France
France
France
France
Italy
Germany
France
France
France
France
England
France
France
England
Germany
Italy
Germany
France
Sweden
Germany
France
France
Finland
Germany
Italy
England
Germany
France
Scotland
Italy
Germany
Sweden
England
Code*
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
1
•
•
•
/
•
2
•
•
•
•
3
•
•
•
•
4
•
•
•
•
•
/
•
•
/
/
•
•
•
•
/
•
/
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
C
•
•
•
•
•
/
•
B
•
•
•
A
5
•
•
•
/
•
•
•
•
•
•
•
•
•
•
•
•
/
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
• Merchant (M) or Captive ( O
NA - Not Available
Source: Oataquest (October 1991)
©1991 Dataquest Europe Limited October—Reproduction Prohibited
•^•.
•
•
•
•
i
•
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t
•
•
•
•
•
•
•
•
•
•
•
•
European Semiconductor D e s i ^ Locations
Table 2
Eiu-opean Standard Product Design Location
Code*
Design
Center
Company
Location
Country
Analog Devices
Cork
Eire
M
AT&T
Bracknell
England
M
Austria Mikro Systeme
Graz
Austria
M
Dolphin Integration
Grenoble
France
M
DSP Group
Givat Shmuel
Israel
M
•
EM Microelectronics
Marin
Switzerland
M
/
Ericsson Components
Kista
Sweden
M
Eurosil
Eching
Germany
M
GEC Plessey Semiconductors
Lincoln
England
M
•
•
•
GEC Plessey Semiconduaors
Oldham
England
M
/
GEC Plessey Semiconduaors
Swindon
England
M
Goldstar
Dublin
Eire
M
•
•
HMT
Brugg
Switzerland
M
Inmos
Bristol
England
C
/
•
•
•
•
Inmos
Newp)ort
Wales
M
Intel
Paris
France
M
Intel
Haifa
Israel
M
IVIatra-MHS
Nantes
France
M
MBB
Stuttgart
Germany
C
MCE
Tewksbury
England
M
Micronas
Espoo
Finland
M
Mitsubishi
Ratingen
Germany
M
Motorola
Toulouse
France
M
Motorola
Haifa
Israel
M
Motorola
East Kilbride
Scotland
M
Motorola
Geneva
Switzerland
M
National Semiconductor
Greenock
Scotiand
M
Nordic VLSI
Trondheim
Norway
M
Panasonic (Matsushita)
Grassbrunn
Germany
C
Philips
Eindhoven
Netherlands
M
Philips—^Fasalec
Zurich
Switzerland
M
PhUips (RTC)
Caen
France
M
Philips CValvo)
Hamburg
Germany
M
Robert Bosch
Reutlingen
Germany
C
SGS-Thomson
Marlow
M
M
M
Siemens
Villach
England
Austria
Siemens
DOsseldorf
Germany
Design
Service
Independent
Center
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Siemens
Munich
Germany
M
•
Sierra Semiconductor
's-Hertogenbosh
Netherlands
M
/
Silicon and Software Systems
Dublin
Eire
M
/
(Continued)
©1991 Dataquest Europe Limited October—Reproduction Prohibited
European Semiconductor Design Locations
10
Table 2 (Continued)
i
European Standard Product Design Location
Design
Center
Company
Location
Country
Siliconix
Swansea
Wales
M
Telefunken
Eching
Germany
M
Texas Instruments
Bedford
England
M
•
•
•
Texas Instruments
Villeneu ve-Lou bet
France
M
/
Thomson CSF
Aix-en-Provence
France
M
Thomson CSF
Grenoble
France
M
Thomson CSF
Rousset
France
M
Thomson CSF—Cetia
Toulon
France
M
TMS
Saint Egrdve
France
M
Vaisala
Helsinki
Finland
M
Code*
VLSI Technology
Milton Keynes
England
M
Wolfson Microelearonics
Edinburgh
Scotland
M
Design
Service
Independent
Center
/
•
•
/
•
/
•
/
Merchant (M) or Captive (C)
Source: Dauquest (October 1991)
i
©1991 Dataquest Europe limited October—Reproduction Prohibited
European Semiconductor Design Locations
11
Table 3
European Ciistom ASIC Design Locations
Company
Location
Country
Code*
ABB
Baden
Germany
M
ABB
Guildford
England
M
ABB
Paris
France
M
ABB
Stockholm
Sweden
M
Analog Devices
Cork
Eire
M
Analog Devices
Limerick
Eire
M
Analog Devices
Newbury
England
M
Ascom—^Favag
Bevais
Switzerland
M
AT&T
Bracknell
England
M
AT&T
Madrid
Spain
M
AT&T
Munich
Germany
M
Auris
Grenoble
France
M
Austria Mikro Systeme
Camberley
England
M
Austria Mikro Systeme
Dresden
Germany
M
Austria Mikro Systeme
Graz
Austria
M
British Telecom
Martlesham
England
C
Bull SA
Clayes-sous-Bois
France
C
Compugraph
Trapf)es
France
M
Dectrosuisse
NeuchStel
Switzerland
M
Dectrosuisse
Zurich
Switzerland
M
Denyer Walmley Micro
Loanhead
Scotland
M
Dialog
Swindon
England
M
Dolphin Integration
Grenoble
France
M
EM Microelectronics
Marin
Switzerland
M
Ericsson Components
Kista
Sweden
M
Eurosil
Eching
Germany
M
Fujitsu
Maidenhead
England
M
Fujitsu
Paris
France
M
Fujitsu
West Gorton
England
M
GEO Plessey Semiconductors
Brussels
Belgium
M
GEC Plessey Semiconduaors
Lincoln
England
M
GEC Plessey Semiconductors
Oldham
England
M
Design
Center
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
GEC Plessey Semiconductors
Paris
France
M
Swindon
England
M
•
HMT
Brugg
Glenrothes
Switzerland
Hughes
Scotland
M
M
•
ITT Intermetall
Freiburg
Germany
M
ITT CBTM)
Antwerp
Belgium
C
Solamo
Italy
C
ITT aTTA)
Vienna
Austria
c
Independent
Center
•
•
GEC Plessey Semiconductors
m * (FACE)
I>esign
Service
•
•
•
©1991 Dataquest Europe Limited October—^Reproduction Prohibited
(Continued)
European Semiconductor Design Locations
12
Table 3 (Continued)
I
European Custom ASIC Design Locations
Location
Coimtry
ITT (SESA)
Madrid
Spain
C
ITT (SRT)
Oslo
Norway
C
ITT (SRT)
Logical Integration
Zurich
Switzerland
C
Thame
England
M
Lucas
Sutton Coldfield
England
C
Macro Marketing
Slough
England
M
Matra-MHS
Bracknell
England
M
Matra-iVIHS
Nantes
France
M
MBB
Stuttgart
Germany
C
MCE
Tewksbury
England
M
Company
Code*
Micronas
Espoo
Finland
M
Mietec
Brussels
Belgium
M
Missil
Paris
France
M
Mitel
Caldicot
Wales
C
Morari
Montpelier
France
M
Motorola
East Kilbride
Scotland
M
Motorola
Geneva
Switzerland
M
Motorola
Toulouse
France
M
National Semiconductor
Greenock
Scotland
M
National SemiconduCTor
Munich
Germany
M
National Semiconduaor
Swindon
England
M
Newmarket Micro
Newmarket
England
M
Olivetti
Ivrea
Italy
C
Panasonic (Matsushita)
Bracknell
England
M
Panasonic (Matsushita)
Grassbrunn
Germany
C
PDT-Pynenburg
Vught
Netherlands
M
Philips
Eindhoven
Netherlands
M
Philips—^Fasalec
Zurich
Switzerland
M
Philips (RTC)
Caen
France
M
Philips (Valvo)
Hamburg
Germany
M
Robert Bosch
Reutlingen
Germany
C
SAAB
TroUattan
Sweden
M
SDM
NA
Belgium
M
SGS-Thomson
Agrate
Italy
M
SGS-Thomson
Italy
M
SGS-Thomson
Castelleto
Catania
Italy
M
SGS-Thomson
Grenoble
France
M
SGS-Thomson
Marlow
England
M
SGS-Thomson
Rennes
France
M
SGS-Thomson-IST
Madrid
Spain
M
Design
Center
Design
Service
Independent
Center
•
•
•
•
•
•
/
/
•
•
•
•
•
•
/
•
•
•
•
I
•
/
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
(Continued)
©1991 Dataquest Europe limited October—Reproduction Prohibited
i
European Semiconductor Design Locations
13
Table 3 (Continued)
European Custom ASIC Design Locations
Company
Location
Country
Code'
Siemens
Dasseldorf
Germany
M
Siemens
Munich
Germany
M
Siemens
Villach
Austria
M
Sierra Semiconduaor
's-Hertogenbosh
Netherlands
M
Sierra Semiconduaor
Milan
Italy
M
Sierra Semiconductor
Munich
Germany
M
Sigrid
Toulon
France
M
Silicon and Software Systems
Dublin
Eire
M
Silicon Microsystems
Malmesbury
England
M
Siliconix
Swansea
Wales
M
Sorep
Grenoble
France
M
Sorep
Les Ulis
France
M
Sorep
Rennes
France
M
STC (Stantel)
Sidcup
England
M
STC (STL)
Harlow
England
C
Swindon Silicon Systems
Swindon
England
M
Symbionics
Cambridge
England
M
System Electronic Vertriebs
Braunschweig
Germany
M
Telefunken
Eching
Germany
M
Telic Alcatel
Strasbourg
France
C
Telmos
Munich
Germany
M
Texas Instruments
Bedford
England
M
Texas Instruments
Freising
Germany
M
Texas Instruments
Hannover
Germany
M
Texas Instruments
Villeneuve-Loubet
France
M
Thomson CSF
Grenoble
France
M
Thomson CSF
Rousset
France
M
Thomson CSF—Cetia
Toulon
France
M
TMS
Saint Egrdve
France
M
Toshiba
Diisseldorf
Germany
M
UCI-Alcatel
Les Ulis
France
M
VLSI Technology
Milton Keynes
England
M
VLSI Technology
Munich
Germany
M
VLSI Technology
Paris
France
M
Wolfson Microelectronics
Edinburgh
Scotland
M
Zeltron
Campformido
Italy
M
Design
Center
Design
Service
Independent
Center
/
•
•
/
•
•
•
•
•
•
•
•
•
/
•
•
•
•
•
•
•
•
/
•
/
/
/
•
/
•
•
/
Merchaiu OD or CapUve (C)
NA - Not Available
Source: E>aCaquest (October 1991)
©1991 Dataquest Europe Limited October—Reproduction Prohibited
•
•
y
•
European Semiconductor Design Locations
14
Table 4
European Cell-Based ASIC Design Locations
Company
ABB
ABB
Alcatel Norkrets
Analog Devices
Analog Devices
Analog Devices
Anzac
ATAC Diffusion
AT&T
AT&T
AT&T
Auris
Austria Mikro Systeme
Austria Mikro Systeme
Austria Mikro Systeme
Britcomp Sales
British Aerospace
British Telecom
Bull SA
Bytech
California Devices
Cetehor
Compugraph
Dectrosuisse
Dectrosuisse
Denyer Walmley Micro
Dialog
Dolphin Integration
Electronique Lyonnaise
Elgaplex
Sgaplex
EM Microelectronics
Enatechnic
Ericsson Components
Euridice
European Silicon Structures
European Silicon Structures
European Silicon Structures
Eurojjean Silicon Structures
Eurofjean Silicon Structures
Fujitsu
Fujitsu
Fujitsu
Location
Guildford
Paris
Oslo
Cork
Limerick
Newbury
Slough
Sevres
Bracknell
Madrid
Munich
Grenoble
Camberley
Dresden
Graz
Leatherhead
Bristol
Martlesham
Clayes-sous-Bois
Slough
Paris
Besanfon
Trapfjes
Neuchatel
Zurich
Loanhead
Swindon
Grenoble
Lyon
Waldshut
Wettringen
Marin
Hamburg
Kista
NA
Bracknell
's-Hertogenbosh
Milan
Munich
Paris
Frankfurt
Maidenhead
Paris
Country
England
France
Norway
Eire
Eire
England
England
France
England
Spain
Germany
France
England
Germany
Austria
England
England
England
France
England
France
France
France
Switzerland
Switzerland
Scotland
England
France
France
Germany
Switzerland
Switzerland
Germany
Sweden
Belgium
England
Netherlands
Italy
Germany
France
Germany
England
France
Code*
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
C
C
C
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
Design
Center
Design
Service
Independent
Center
•
•
•
•
•
•
•
•
•
•
•
•
•
•
/
/
/
•
•
•
•
/
/
•
•
•
•
•
(Continued)
©1991 Dataquest Europe Liinited Octolser—Reproduction Prohibited
European Semiconductor Design Locations
15
Table 4 (Continued)
European Cell-Based ASIC Design Locations
Company
Fujitsu
GEC Marconi
GEO Plessey Semiconductors
GEC Plessey Semiconductors
GEC Plessey Semiconductors
GEC Plessey Semiconductors
GEC Plessey Semiconductors
GEC Plessey Semiconductors
GEC Plessey Semiconduaors
GEC Plessey Semiconduaors
Giltspur Micro
Gothic Crellon
Harris Semiconductor
Harris Semiconductor
Harris Semiconduaor
Harris Semiconduaor
Harris Semiconduaor
Harris Semiconduaor
Hitachi
Honeywell
Hughes
Intel
Intel
Logical Integration
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
Lucas
Macro Marketing
Mastair
Matra-MHS
MBB
MCE
Meriin Gerin
Microtias
Location
West Gorton
Chelmsford
Brussels
Lincoln
MUan
Munich
Oldham
Paris
Swindon
Wembley
Newbury
Reading
Brussels
Camberley
Hamburg
Milan
Munich
Paris
Maidenhead
Bracknell
Glenrothes
Haifa
Paris
Thame
Agrate
Biel
Boulogne
Bracknell
DOsseldorf
Livingstone
Munich
Oslo
Oss
Stuttgart
Tel Aviv
Sutton Coldfield
Slough
NA
Bracknell
Stuttgart
Tewksbury
Grenoble
Espoo
Country
England
England
Belgium
England
Italy
Germany
England
France
England
England
England
England
Belgium
England
Germany
Italy
Germany
France
England
England
Scotland
Israel
France
England
Italy
Switzerland
France
England
Germany
Scotland
Germany
Norway
Netherlands
Germany
Israel
England
England
France
England
Germany
England
France
Finland
Code*
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
C
M
M
M
C
M
C
M
Design
Center
Design
Service
Independent
Center
•
•
•
/
•
/
/
/
/
/
•
•
•
•
/
•
•
•
•
•
•
•
•
•
/
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
/
(Continued)
©1991 Dataquest Europe Limited October—^Reproduction Prohibited
16
European Semiconductor Design Locations
Table 4 (Continued)
European Cell-Based ASIC Design Locations
Company
Mietec
Migration Technology
Mikron
Missil
Mitsubishi
Morari
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola
National Semiconductor
National Semiconductor
National Semiconductor
National Semiconductor
National Semiconductor
National Semiconductor
National Semiconductor
NCR
NEC
NEC
NEC
NEC
NEC
NEC
NEC
NEC
Newmarket Micro
Newtek
Nordic VLSI
Norsk Data
Olivetti
Panasonic (Matsushita)
Panasonic (Matsushita)
PDT-Pynenburg
Philips
Philips
Philips
Location
Brussels
Pincheim
Munich
Paris
Ratingen
Montpelier
Aylesbury
East Kilbride
Geneva
Haifa
Milan
Munich
Paris
Stockholm
Toulouse
Eindhoven
Greenock
Milan
Munich
Paris
Stockholm
Swindon
Tel Aviv
Maidenhead
DOsseldorf
Eindhoven
Milan
Milton Keynes
Munich
Paris
Stockholm
Stuttgart
Newmarket
Bordeaux
Trondheim
Oslo
Ivrea
Bracknell
Grassbrunn
Vught
Eindhoven
Milan
Stockholm
Country
Belgium
Germany
Germany
France
Germany
France
England
Scotland
Switzerland
Israel
Italy
Germany
France
Sweden
France
Netherlands
Scotland
Italy
Germany
France
Sweden
England
Israel
England
Germany
Germany
Germany
England
Germany
France
Germany
Germany
England
France
Norway
Norway
Italy
England
Germany
Netherlands
Netherlands
Italy
Sweden
Code*
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
C
C
M
C
M
M
M
M
Design
Center
Design
Service
Independent
Center
•
•
•
•
•
•
•
•
•
•
•
/
/
•
I
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
(Continued)
©1991 Dataquest Europe Limited October—Reproduction Prohibited
i
European Semiconductor Design Locations
17
Table 4 (Continued)
European Cell-Based ASIC Design Locations
Company
Philips—^Fasalec
Philips (MuUard)
Philips (RTC)
Philips (RTC)
Philips (Valvo)
Quarndom
Qudos
Racal Microelectronics
Racal Redac
Racal Redac
Rapid Silicon
Robert Bosch
SAAB
Sagem
SDM
Seiko-Epson
Seiko-Epson
Semiconduaores
SES
SGS-Thomson
SGS-Thomson
SGS-Thomson
SGS-Thomson
SGS-Thomson
SGS-Thomson
SGS-Thomson-IST
SGS-Thomson-IST
SGS-Thomson-IST
SGS-Thomson-IST
SGS-Thomson-IST
SiCon
Siemens
Siemens
Siemens
Siemens
Siemens
Siemens
Siemens
Sierra Semiconduaor
Sierra Semiconduaor
Sierra Semiconductor
Silicon and Software Systems
Silicon Microsystems
Location
Zurich
Mitcham
Caen
Paris
Hamburg
Derby
Cambridge
Reading
Munich
Tewksbury
Reading
Reutlingen
TroUattan
Paris
NA
Munich
Milton Keynes
NA
Nordlingen
Agrate
Castelleto
Catania
Grenoble
Marlow
Rennes
Agrate
Grafing
Madrid
Paris
Stockholm
Linkoping
Dusseldorf
Hannover
Milan
Munich
Stuttgart
Villach
Zurich
's-Hertogenbosh
Milan
Munich
Dublin
Malmesbury
Country
Switzerland
England
France
France
Germany
England
England
England
Germany
England
England
Germany
Sweden
France
Belgium
Germany
England
Spain
Germany
Italy
Italy
Italy
France
England
France
Italy
Germany
Spain
France
Sweden
Sweden
Germany
Germany
Italy
Germany
Germany
Austria
Switzerland
Netherlands
Italy
Germany
Eire
England
Code'
M
M
M
M
M
M
M
M
M
M
M
C
M
M
M
M
C
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
Design
Center
Design
Service
Independent
Center
•
•
•
•
•
/
•
•
•
/
/
/
/
•
•
/
•
•
•
•
/
•
•
•
•
•
•
•
•
/
^
•
•
•
/
/
•
•
/
•
/
•
/
(Continued)
©1991 Dataquest Europe Limited Oaober—^Reproduction Prohibited
European Semiconductor Design Locations
18
Table 4 (Continued)
European Cell-Based ASIC Design Locations
Company
Smartech Oy
Sorep
Sorep
Sorep
STC (Stantel)
STC (STL)
Swindon Silicon Systems
Symbionics
Sysmic
System Electronic Vertriebs
Systems Sud
Tadiran
Telic Alcatel
Texas Instruments
Texas Instruments
Texas Instruments
Texas Instruments
Thomson CSF
Thomson CSF
Thomson CSF
Thomson CSF—Cetia
TMS
TMS
Toshiba
Toshiba
Toshiba
Toshiba
Toshiba
Toshiba
Toshiba
Ua-Alcatel
A'DI-Zentrum
VLSI Technology
VLSI Technology
VLSI Technology
VLSI Technology
Wolfson Microelectronics
Zeltron
Zymos
Zymos
Zymos
Location
Tampere
Grenoble
Les Ulis
Rennes
Sidcup
Harlow
Swindon
Cambridge
Aix-en-Provence
Braunschweig
Toulouse
NA
Strasbourg
Bedford
Freising
Hannover
Milan
Grenoble
Milan
Velizy
Toulon
Corbevoie
Saint Egrdve
Camberley
Dusseldorf
Milan
Munich
Paris
Stockholm
Stuttgart
Les Ulis
Berlin
Milan
Milton Keynes
Munich
Paris
Edinburgh
Campformido
Offenbach
Stockholm
Welwyn
Garden City
Country
Finland
France
France
France
England
England
England
England
France
Germany
France
Israel
France
England
Germany
Germany
Italy
France
Italy
France
France
France
France
England
Germany
Italy
Germany
France
Sweden
Germany
France
Germany
Italy
England
Germany
France
Scotland
Italy
Germany
Sweden
England
Code*
M
M
M
M
M
C
M
M
M
M
M
Design
Center
Design
Service
•
•
/
•
•
•
•
•
/
/
•
•
M
•
c
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
Independent
Center
/
•
•
•
•
•
•
•
•
•
•
•
•
/
•
•
•
•
•
•
•
• Merchant (M) or Captive (O
NA - Not Available
Source: Dataquest (October 1991)
©1991 Dataquest Europe Limited October—Reproduction Prohibited
•
/
•
•
•
/
•
European Semiconductor Design Locations
19
Table 5
European Gate Array ASIC Design Locations
Company
Location
Country
Code*
Anzac
Slough
England
M
ATAC Diffusion
Sevres
France
M
AT&T
Bracknell
England
M
Auris
Grenoble
France
M
Austria Mikro Systeme
Dresden
Germany
M
Austria Mikro Systeme
Graz
Austria
M
Britcomp Sales
Leatherhead
England
M
British Aerospace
Bristol
Martiesham
England
C
British Telecom
England
C
Design
Center
Design
Service
Independent
Center
•
•
•
•
•
•
•
•
•
•
Bull SA
Clayes-sous-Bois
France
C
Bytech
Slough
England
M
California Devices
Paris
France
M
Compugraph
Trapp>es
France
M
Dectrosuisse
Neuchatel
Switzerland
M
•
•
Dectrosuisse
Zurich
Switzerland
M
/
Denyer Walmley Micro
Loanhead
Scotland
M
•
•
•
•
•
Dolphin Integration
Grenoble
France
M
Electronique Lyonnaise
Lyon
France
M
Elgaplex
Waldshut
Germany
M
Elgaplex
"Wettringen
Switzerland
M
EM Microelectronics
Marin
Switzerland
M
Enatechnic
Hamburg
Germany
M
Ericsson Components
Kista
Sweden
M
Euridice
NA
Belgium
M
European Silicon Structures
Bracknell
England
M
European Silicon Structures
's-Hertogenbosh
Netherlands
M
Europ)ean Silicon Structures
Milan
Italy
M
European Silicon Structures
Munich
Germany
M
European Silicon Structures
Paris
France
M
Eurosil
Eching
Germany
M
Fujitsu
Frankfurt
Germany
M
GEC Plessey Semiconduaors
Lincoln
England
M
GEC Plessey Semiconductors
Milan
Italy
M
GEC Plessey Semiconduaors
Munich
Germany
M
GEC Plessey Semiconductors
England
England
M
GEC Plessey Semiconduaors
Oldham
Swindon
Giltspur Micro
Newbury
England
M
Gothic Crellon
Reading
England
M
Harris Semiconduaor
Brussels
Belgium
M
Harris Semiconduaor
Camberley
England
M
M
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
/
/
•
/
(Continued)
©1991 Dataquest Europe Limited October—Reproduction Prohibited
European Semiconductor Design Locations
20
i
Table 5 (Continued)
European Gate Array ASIC Design Locations
Company
Coimtry
Code*
Harris Semiconductor
Location
Hamburg
Germany
M
Harris Semiconductor
Milan
Italy
M
Harris Semiconductor
Munich
Germany
M
Harris Semiconductor
Paris
France
M
Hitachi
Maidenhead
England
M
HMT
Brugg
Switzerland
M
Honeywell
Bracknell
England
M
Logical Integration
Thame
England
M
LSI Logic
Agrate
Italy
M
LSI Logic
Biel
Switzerland
M
LSI Logic
Boulogne
France
M
LSI Logic
Bracknell
England
M
LSI Logic
Dusseldorf
Germany
M
LSI Logic
Livingstone
Scotland
M
LSI Logic
Munich
Germany
M
LSI Logic
Oslo
Norway
M
LSI Logic
Oss
Netherlands
M
LSI Logic
Stuttgart
Germany
M
LSI Logic
Tel Aviv
Israel
M
Lucas
Sutton Coldfield
England
C
Macro Marketing
Slough
England
M
Mastair
NA
France
M
Matra-MHS
Bracknell
England
M
Matra-MHS
Milan
Italy
M
Matra-MHS
Munich
Germany
M
Matra-MHS
Paris
France
M
Matra-MHS
Stockholm
Sweden
M
MBB
Stuttgart
Germany
C
MCE
Tewksbury
England
M
Microtias
Espoo
Finland
M
Mietec
Brussels
Belgium
M
Migration Technology
Pincheim
Germany
M
Mikron
Munich
Germany
M
Missil
Paris
France
M
Mitsubishi
Ratingen
Germany
M
Morari
Montpelier
France
M
Motorola
Aylesbury
England
M
Motorola
East Kilbride
Scotland
M
Motoitjla
Geneva
Switzerland
M
Motorola
Haifa
Israel
M
Design
Center
Des^n
Service
Independent
Center
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
I
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
(Continued)
©1991 Dataquest Europe Liinited October—Reproduction Prohibited
€
European Semiconductor Design Locations
21
Table 5 (Continued)
European Gate Array ASIC Design Locations
Design
Center
Design
Service
Company
Location
Country
Motorola
Milan
Italy
M
•
Motorola
Code*
Munich
Germany
M
/
Motorola
Paris
France
M
Motorola
Stockholm
Sweden
M
•
•
Motorola
Toulouse
France
M
Motorola
Eindhoven
Netherlands
M
National Semiconductor
Greenock
Scotland
M
National Semiconductor
Milan
Italy
M
/
National Semiconduaor
Munich
Germany
M
/
National Semiconductor
Paris
France
M
/
National Semiconductor
Stockholm
Sweden
M
National Semiconduaor
Tel Aviv
Israel
M
•
NEC
Diisseldorf
Germany
M
/
NEC
Eindhoven
Germany
M
•
NEC
Milan
Germany
M
/
NEC
Milton Keynes
England
M
NEC
Munich
Germany
M
NEC
Paris
France
M
NEC
•
•
•
•
•
Stockholm
Germany
M
NEC
Stuttgart
Germany
M
Newmarket Micro
Newmarket
England
M
Newtek
Bordeaux
France
M
Norsk Data
Oslo
Norway
C
Oki
Neuss
Germany
M
Olivetti
Ivrea
Italy
C
PDT-Pynenburg
Vught
Netherlands
M
Philips
Eindhoven
Netherlands
M
/
/
•
/
•
/
•
•
•
•
•
•
•
Philips
Milan
Italy
M
Philips
Stockholm
Sweden
M
Philips (MuUard)
Mitcham
England
M
Philips (RTC)
Caen
France
M
Philips (RTC)
Paris
France
M
Philips (Valvo)
Hamburg
Germany
M
Quamdom
Derby
England
M
Qudos
Cambridge
England
M
Racal Microelectronics
Reading
England
M
Racal Redac
Munich
Germany
M
•
•
Racal Redac
Tewksbury
England
M
/
Rapid Silicon
Reading
England
M
Robert Bosch
Reutlingen
Germany
C
Independent
Center
•
•
•
•
•
•
/
•
(Continued)
©1991 Dataquest Eurojje Limited October—^Reproduction Prohibited
European Semiconductor Design Locations
•£l
Table 5 (Continued)
European Gate Array ASIC Design Locations
Location
Country
S2PI
Palaiseau
France
M
SAAB
TroUattan
Sweden
M
Sagem
Paris
France
M
SDM
NA
Belgium
M
Company
Code*
Seiko-Epson
Munich
Germany
M
Seiko-Epson
Milton Keynes
England
C
SGS-Thomson
Agrate
Italy
M
SGS-Thomson
Castelleto
Italy
M
SGS-Thomson
Catania
Italy
M
SGS-Thomson
Grenoble
France
M
SGS-Thomson
Marlow
England
M
SGS-Thomson
Rennes
France
M
SGS-Thomson-IST
Agrate
Italy
M
SGS-Thomson-IST
Grafing
Germany
M
SGS-Thomson-IST
Madrid
Spain
M
SGS-Thomson-IST
Paris
France
M
SGS-Thomson-IST
Stockholm
Sweden
M
Sharp
Hamburg
Germany
M
SiCon
Linkoping
Sweden
M
Siemens
Diisseldorf
Germany
M
Siemens
Hannover
Germany
M
Siemens
Milan
Italy
M
Siemens
Munich
Germany
M
Siemens
Stuttgart
Germany
M
Siemens
Villach
Austria
M
Siemens
Zurich
Switzerland
M
Silicon Microsystems
Malmesbury
England
M
Smartech Oy
Tamjjere
Finland
M
Sorep
Grenoble
France
M
Sorep
Les Ulis
France
M
Sorep
Rennes
France
M
STC (Stantel)
Sidcup
England
M
STC (STL)
Harlow
England
C
Swindon Silicon Systems
Swindon
England
M
Sysmic
Aix-en-Provence
France
M
System Electronic Vertriebs
Braunschweig
Germany
M
Systems Sud
Toulouse
France
M
Tadiran
NA
Israel
M
Tekoronix
Marlow
England
M
Telic Alcatel
Strasbourg
France
C
Design
Center
Design
Service
Independent
Center
•
•
/
•
/
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
/
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
/
•
(Continued)
©1991 Dataquest Europe Umited October—Reproduction Prohibited
European Semiconductor Design Locations
23
Table 5 (Continued)
European Gate Array ASIC Design Locations
Design
Center
Design
Service
Company
Location
Country
Code*
Telmos
Munich
Germany
M
Texas Instalments
Bedford
England
M
Texas Instruments
Freising
Germany
M
Texas Instruments
Hannover
Germany
M
Texas Instruments
Milan
Italy
M
Thomson CSF
Grenoble
France
M
Thomson CSF
Milan
Italy
M
•
/
•
•
•
•
•
Thomson CSF
Munich
Germany
M
/
Thomson CSF
Velizy
France
M
/
Thomson CSF—Cetia
Toulon
France
M
Thomson Electronic Components
Basingstoke
England
M
TMS
Saint Egrdve
France
M
Independent
Center
•
•
•
Toshiba
Camberley
England
M
/
Toshiba
Dtisseldorf
Germany
M
Toshiba
Milan
Italy
M
•
•
Toshiba
Munich
Germany
M
/
Toshiba
Paris
France
M
•
Toshiba
Stockholm
Sweden
M
/
Toshiba
Stuttgan
Germany
M
/
ua-Alcatel
Les Ulis
France
M
•
•
VDI-Zentrum
Berlin
Germany
M
VLSI Technology
Milan
Italy
M
VLSI Technology
Milton Keynes
England
M
VLSI Technology
Munich
Germany
M
/
•
•
•
VLSI Technology
Paris
France
M
Wolfson Microelectronics
Edinburgh
Scotland
M
/
Zeltron
Campformido
Italy
M
/
Meidiani or Captive ( O
NA - Not Available
Source: Dataquest (October 1991)
©1991 Dataquest Europe Limited October—Reproduction Prohibited
24
European Semiconductor Design Locations
I
Table 6
European Discrete and Optoelectronic Design Locations
Company
ABB
Location
Baden
Country
Germany
Code'
M
ABB
Stockholm
Sweden
M
Ansaldo
Genoa
Italy
M
British Telecom
Martlesham
England
C
Burr-Brown
Livingstone
Scotland
C
GEC Plessey Semiconductors
Lincoln
England
M
GEC Plessey Semiconductors
Swindon
England
M
Harris Semiconductor
Brussels
Belgium
M
International Rectifier
Borgaro Torinese
Italy
M
ITT Intermetall
Freiburg
Germany
M
Mistral
Sermoneta
Italy
M
Motorola
Toulouse
France
M
Philips
Eindhoven
Netherlands
M
Philips (RTC)
Caen
France
M
Robert Bosch
Reutlingen
Germany
C
Semikron
NOmburg
Germany
M
Semitron
Cricklade
England
M
Siemens
Munich
Germany
M
Texet
Nice
France
M
Thomson CSF
Aix-en-Provence
France
M
Thomson CSF
Grenoble
France
M
Thomson CSF
Tours
France
M
TRW
Bordeaux-Lac
France
M
VDI-Zentrum
Berlin
Germany
M
Design
Center
Design
Service
Independent
Center
•
/
•
/
•
•
/
•
/
•
•
/
•
•
•
/
•
i
•
•
• Merchant (M) or Captive (C)
Source: Dataquest (October 1991)
i
©1991 Dataquest Europe Limited October—Reproduction Prohibited
Dataquest
n n
^onipan;M>f
The Dun & Bradstreet Corporation
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i
(WC»»26
2 European Design Service Locations
Currently, 264 semiconductor design service locations are established or under development
in Western Europe; of these locations, 22 are captive and 242 are merchant The locations can be
divided into three categories, which Dataquest identifies as follows:
•
Category A: Design Center
A full design center has all the hardware and software design tools, in addition to
engineering resources, necessary to design standard products as well as ASICs.
Design centers are the domain of semiconductor manufacturers, although the
semiconductors produced may be for merchant or captive consumption.
There are 78 design centers in Europe.
•
Category B: Design Service Locations
A design service location is equipped with workstations capable of performing
design, schematic capture, and functional simulation of a device. By far the majority
of design service locations are used for designing ASIC gate arrays for cell-based
ICs (CBICs).
Most design service locations are owned by semiconductor vendors that rent
workstation time to customers for a fee; however, some of the larger OEMs have
invested in their own facilities for internal design groups (e.g.. Bull, Lucas, MBB,
and Olivetti). Essentially, these are captive design service locations.
There are 147 design service locations in Europe.
•
Category C: Independent Design Service Locations
An independent design service location is equipped with workstations capable of
performing design, schematic capture, and functional simulation of a device.
However, the location is owned by a third party independent of semiconductor
vendors and is not dedicated to a specific OEM.
Third-party design services provide training and rent workstation time for ASIC
gate array and cell-based IC (CBIC) design. They tend to support several vendors'
ASIC products.
There are 39 independent design service locations in Europe.
Table 2-1 lists European design service locations for worldwide semiconductor companies.
Each company listing shows the major products designed and type of design performed at each site
for both merchant and captive manufacturers.
ESIS Volume III
©1990 Dataquest Incorporated June
0007242
Reference material—will not be republished
2-1
2 European Design Service Locations
Table 2-1
European Semiconductor Design Service Locations
Type of
Design
Product
Company
ABB
ABB
AMCC
AMCC
AMCC
AMCC
AMCC
AMCC
Analog Devices
Analog Devices
Ansaldo
ATAC Diffusion
AT&T
AT&T
AT&T
Auris
Austria Mikro Systeme
Austria Mikro Systeme
Austria Mikro Systeme
Austria Mikro Systeme
Austria Mikro Systeme
Austria Mikro Systeme
British Telecom
Bull SA
Burr-Brown
Califoniia Devices
Cetehor
Cetia
Compugraph
Cotec
Dectrosuisse
Denyer Walmsley Micro
Dolphin Integration
Electr(»uque Lycsmaise
Ericsson Components
European Silicon Structures
European Silicon Structures
European Silicon Structures
European Silicon Structures
European Silicon Structures
European Silicon Structures
Eurosil
Location
Baden
Stockholm
Basingstoke
Milan
Munich
Orsay
Stockholm
Tel Aviv
Limerick
Newbury
Goioa
Sevres
Bracknell
Madrid
Munich
Grenoble
Graz
Milan
Munich
Paris
Stockholm
Swindon
Martlesham
Clayes-Sous-Bois
Livingstone
Paris
Besancon
Les-Ullis Toulon
Trappes
Bordeaux
Neuchatel
Loanhead
Grenoble
Lyon
Kista
Amsterdam
Bracknell
Gothenbeig
Milan
Munich
Paris
Eching
Country
Code*
West Germany
Sweden
England
Italy
West Germany
France
Sweden
Israel
Ireland
England
Italy
France
England
Spain
West Germany
France
Austria
Italy
West Germany
France
Sweden
England
England
France
Scotland
France
France
France
France
France
Switzerland
Scotland
France
France
Sweden
Netherlands
England
Sweden
Italy
West Germany
France
West Germany
M
R!
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
C
C
C
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
1
Category
2 3 4
' X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
5
Service
A B C
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
(Continued)
1-2
©1990 Dataquest Incorporated June
ESIS Volume Ifl
Reference material—will not be republished
0007242
2 European Design Service Locations
Table 2-1 (Continued)
European Semiconductor Design Service Locations
Product.
Company
Faselec
Favag
Fujitsu
Fujitsu
Fujitsu
Fujitsu
Giltspur Micro
Hands Semiconductor
Hairis Semiconductor
Hanis Semiccmductor
Harris Semiconductor
Harris Semiconductor
Harris Semiconductor
Hitachi
Hitachi
HMT
Honeywell
HonejrweU
Hughes
Hu^es
IBM
roM
IMI
Bvn
IMI
IMI
IMI
IMP
IMP
Inmos
Inmos
Intel
Intel
Intel
International Rectifier
International Rectifier
m Semiconductors
n r (BTM)
ITT (FACE)
n r (ITTA)
rrr (SESA)
m
(SRT)
Country
Location
Zurich
Bevaix
Frankfurt
Maidenhead
Paris
West Gorton
Newbury
Brussels
Camberley
Hamburg
Milan
Munich
Paris
Munich
Watford
Brugg
Bracknell
Newh(»ise
Glenrothes
Weybridge
Bordeaux
Stuttgart
Basingstoke
Munich
Paris
Tel Aviv
Trieste
Munich
Swindon
Bristol
Newport
Haifa
Paris
Swindon
Boigaro Torinese
Oxted
Freiberg
Antwerp
Solamo
Vienna
Madrid
Oslo
Switzerland
Switzerland
West Germany
England
France
^
England
England
Belgium
England
West Germany
Italy
West Germsmy
France
West Germany
England
Switzerland
England
Scodand
Scotland
England
France
West Germany
England
West Germany
France
Israel
Italy
West Germany
England
&igland
Wales
Israel
France
England
Italy
England
West Germany
Belgium
Italy
Austria
Spain
Norway
Code'
1
M
M •
M
M
M
M
M
M
M
M
M
M
M
M
M
X
M
M
M
M
M
C
X
C
X
M
M
M
M
M
M
M
M
M
M
X
M
M
M
M
M
X
C
C
C
C
C
Category
2 3 4
5
:t.
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Type of
Design
Service
A B C
X
X
X
X
X
X
X
X
X
X
X
(CoQtmued)
ESIS Volume IE
©1990 Dataquest Incorporated June
0007242
Reference material—will not be republished
2-3
2 European Design Service Locations
Table 2-1 (Continued)
European Semiconductor Design Service Locations
Company
n r (SRT)
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LSI Logic
LTC
Lucas
Marco Marketing
Mastair
Matra-MHS
Matra-MHS
Matra-MHS
Matra-MHS
Matra-MHS
Matra-MHS
MBB
MCE
MEDL
MEDL
MEM
Mexlin Gerin
Micronas
Mietec
Mietec
Mietec
Mietec
Mikron
MUU
Mistral
Mitel
Mitsubishi
Morari
Motorola
Motorola
Location
Country
Zurich
Switzerland
Agrate
Italy
Biel
Switzerland
Boulogne
France
Bracknell
England
Dusseldorf
West Gemiany
- Scotland
Livingstone
Munich
West Germany
Oslo
Norway
Oss
Netherlands
Sidcup
England
Stuttgart
West Germany
Tel Aviv
Israel
Paris
France
Sutton Coldfield
England
Slough
England
To Be Announced
France
Bracknell
England
Milan
Italy
Munich
West Germany
Nantes
France
Paris
France
Stockholm
Sweden
Smttgart
West Germany
Tewkesbury
England
Lincoln
England
Wembley
England
Marin
Switzerland
Grenoble
France
Helsinki
Finland
Bracknell
England
Brussels
Belgium
Munich
West Germany
Paris
France
Mimich
West Germany
Rungis
France
Sermoneta
Italy
Caldicot
Wales
Ratingen
West Germany
Montpellier
France
Aylesbury
England
East Kilbride
Scotland
Code*
C
M
M
M
M
M
M
M
M
M
M
M
M
C
C
M
M
M
M
M
M
M
M
C
M
M
M
M
M
M/C
M
M
M
M
M
M
M
M
M
M
M
M
Product
Category*
2 3 4
1
5
Type of
Design
Service
A B C
X
X
X
X
X
'
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
(Contiaued)
2A
©1990 Dataquest Incorporated June
ESIS Volume III
Reference mateiial—will not be republished
0007242
2 European Design Service Locations
Table 2-1 (Continued)
European Semiconductor Design Service Locations
Company
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola
Mc^rola
National Semiconductor
National SemiconductOT
N ^ o n a l SemiconductcH'
N ^ o n a l SoniconductOT
National S^niconductor
Natiimal Semiconductor
National Semiconductor
NCR
NEC
NEC
NEC
NEC
NEC
NEC
NEC
NEC
Neohm
Newmarket Micro
Newtek
Norsk Data
Olivetti
Panasonic (Matsushita)
Philips
Hulips
Philips
Philips (Mullard)
Philips (RTQ
Philips (RTQ
Philips (Volvo)
Plessey
Plessey
Plessey
Plessey
Plessey
Plessey/Ferranti
Location
Geneva
Haifa
Milan
Munich
Paris
Stocldiolm
Toulouse
Greenock
Milan
Munich
Paris
Stockholm
Swindon
Tel Aviv
Maidenhead
Dusseldoif
Eindhoven
Milan
Milton Keynes
Munich
Paris
Stockholm
Stuttgart
Turin
Newmarket
Bordeaux
Oslo
Ivrea
Bracknell
Eindhoven
Milan
Stockholm
Mitcham
Caen Cedex
Paris
Hamburg
Brussels
Caswell
Leini
Munich
Swindon
Oldham
Country
Switzerland
Israel
Italy
Wea Germany
France
Sweden
France
Scotland
Italy
West Germany
France
Sweden
England
Israel
&igland
West Germany
Netherlands
Italy
England
West Germany
France
Sweden
West G^many
Italy
England
France
Norway
Italy
Bigland
Netherlands
Italy
Sweden
England
France
France
West Germany
Belgium
England
Italy
West Gnmany
England
England
Code*
1
X
M
M '* X
M
M
M
M
M
X
M/C X
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
C
C
M
M
X
M
M
M
X
M
M
X
M
M
X
M
M
M
X
M
X
M
Product
Category
2 3 4
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
5
Type of
Design
Service
A B C
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
(Cootmued)
ESIS Volume IH
©1990 Dataquest Incorporated June
0007242
Reference material—will not be republished
2-5
2 European Design Service Locations
Table 2-1 (Continued)
European Semiconductor Design Service Locations
Company
Plessey/Fetranti
Precisi.'-n Monolithics
PDT-Pynenburg
PYE TMC
Quamdon
Qudos
Racal Microelectronics
Racal Redac
Racal Redac
Rapid Silicon
Robot Bosch
S2PI
SAAB
Sagem
SDMF
Semikron
Semikron
SGS-Thomson
SGS-Thomson
SGS-Thomson
SGS-Thomson
SGS-Thomson
SGS-Thomson
SGS-Thomson—1ST
SGS-Thomson—1ST
SGS-Thomsoit—1ST
SGS-Thomson—1ST
SGS ThomscMi—1ST
Seiko-EpscHi
Siemens
Si^nens
Siemens
Siemens
Siem<ms
Siemens
Siemens
Siemens
Sieira Senr onductor
Sieira Semiccmductor
Sieira Semiconductor
Sigrid
Silicon Microsystems
Location
Country
Code*
Paris
Cork
To Be Announced
Malmesbury
Derby
Cambridge
Reading
Munich
Tewkesbury
High 'SN^ccMnbe
Reutlingen
Palaiseau
Trollattan
Paris
Rungis
Cricklade
Nuremburg
Agrate
Castelletto
Catania
Grenoble
Marlow
Rennes
Agrate
Grafing
Paris
Madrid
Stockholm
Milt<»i Keynes
Dusseldorf
Hannover
Milan
Munich
Paris
Stuttgart
Villach
Zurich
Milan
S-Hertogenbosch
Munich
Les Ullis
Malmesbuiy
France
Ireland
Netherlands
England
England
England
England
West Germany
England
England
West Germany
France
Sweden
France
France
England
West Germany
Italy
Italy
Italy
France
England
France
Italy
West Germany
France
Spain
Sweden
&igland
West Germany
West Germany
Italy
West Germany
France
West Germany
Austria
Switzerland
Italy
Netherlands
West Germany
France
&igland
M
M
M
M
M
M
M
M
M
M
C
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
M
C
M
M
M
M
M
M
M
M
M
M
M
M
M
1
Product
Category
2 3 4
5
Type of
Design
Service
A B C
X
X
X
X:
X
X
. X
X
X
X
X
X
X X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
JC:
X
(CoQtiinied)
2-6
©1990 Dataquest Incorporated June
Reference material—will not be republished
ESIS Volume HI
0007242
2 European Design Service Locations
Table 2-1 (Continued)
European Semiconductor Design Service Locations
Type of
Design
Product
Company
Siliconix
S(H^
Sorep
Sorep
STC (Stantel)
STC (STL)
Swindon Siliccm Systems
Sysmic
Systons Sud
Tadiran
TAG
Tektronix
TddCunken
Telefuiyeoi
Telle Alcatel
Telmos
Texas Instruments
Texas Instruments
Texas Instiuments
Texas Instniments
Texas Instruments
Texas Instrumraits
Texas Instruments
Texas bistruments
Texas Instruments
Texet
TTiomson-CSF
Thomson-CSF
Thomson-CSF
Thomson-CSF
Thomson-CSF
Thomson-CSF
Thomson-CSF
Thomson-CSF
Thomson-CSF
Toshiba
Toshiba
Toshiba
Toshiba
Toshiba
Toshiba
TRW
Location
Country
Swansea
Grenotde
Les mils
Rennes
Sidcup
Hariow
Swindon
Aix-En-Provence
Toulouse
To Be Announced
Zurich
Marlow
Elching
Heilbroim
Strasbourg
Munich
Bedford
Rieti
Franldurt
Freising
Hannover
Milan
Stockholm
Velizy
Villeneuve-Loubet
Nice
Aix-En-Provence
Basingstoke
Grenoble
Milan
Munich
Rousset
Saint Egreve
Toure
Velizy
Camberley
Dusseldorf
Milan
Munich
Paris
Stockholm
Bordeaux-Lac
Wales
France
France
France
Sweden
England
England
France
France
Israel
Switzerland
England
West Germany
West Gomany
France
West Germany
England
Italy
West Germany
West Gramaiy
West Germany
Italy
Swedoi
France
France
France
France
&igland
France
Italy
West Germany
Frsmce
France
France
France
England
West Germany
Italy
West Germany
France
Sweden
France
Code*
1
X
M
M '
M
M
M
C
M
M
M
M
M
M
M
X
M
X
C
M
X
M
M
X
M
M
X
M
M
M
-M
M
X
M
X
M
M
M
X
M
M
M
X
M
X
M
M
M
M
M
M
M
M
M
Category
2 3 4
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
5
Service
A B
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
c
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
(Cootinued)
ESIS Volume ffl
0007242
©1990 Dataquest Incorporated June
Kcference mucnal—:wiil not be icpublisbed
2-7
2 European Design Service Locations
Table 2-1 (Continued)
European Semiconductor Design Service Locations
Product
Category
Company
Ua-Alcatel
Vaisala
VDI Zentrum
VLSI Technology
VLSI Tecbnology
VLSI Technology
VLSI Technology
Westcode
Wolfson Microelectronics
Zeltron
ZyMOS
ZyMOS
ZyMOS
Location
Country
Code*
Les Ullis
Helsinki
Berlin
Milan
Milton Keynes
Munich
Paris
Chippenham
Edinbuigh
Campformido
Offenbach
StocJdiolm
Welwyn Gdn. City
France
Finland
West Germany
Italy
England
West Germany
France
England
Scotland
Italy
West Gennany
Sweden
England
M
M
M
M
M
M
M
M
M
M
M
M
M
'Code
^Product Category
M = Merchant
C = Captive
1
2
3
4
5
=
s
=
=
3s
Standard integrated circuits
Custom circuits
Standard cells
Gate arrays
Discretes and optoelectronics
1
2
3
4
5
Type of
Design
Service
A B C
X X X
X
XX
X
X X
X X
X X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X X X
X X X
X
X
X
X
X
X
*iype of Design Service
••B Design center
B =B Design service
C ••= Independoit: design service
locations
A
Soiuce: Dataquest (June 1990)
2-8
©1990 Dataquest Incorporated June
ESIS Volume IE
Reference material—will oot be republished
0007242
4 Company Profiles
This section provides an overview of major semiconductor suppliers' activities in
Europe.
Profiles of European suppliers provide an in-depth analysis of corporate and
semiconductor operations in Europe and worldwide. Briefs on U.S. and Japanese
suppliers comprise introductory corporate data and in-depth discussions of their
European semiconductor operations.
In most cases, European company profiles include information under the following
headings:
•
Background
Discusses the company's background and the nature of its business activities.
•
Operations
Discusses the major industry segments of the company. Significant changes or
trends are noted.
•
International Operations
Detailed discussions of the European and worldwide operations of the
company. Significant international manufacturing operations, subsidiaries, and
distributors are noted.
•
Research and Development
Discussion of the research and development activities in the company with
emphasis on semiconductor development work.
•
Company Structure
Discussion of any structural changes, number of employees, and marketing,
sales, and distribution organization.
•
Facilities
Brief discussion of the major semiconductor-related facilities of the company,
year established, capacity, products, and processes.
•
Prior Year Highlights
Brief discussion of the developments and critical events for the company
during the past year.
ESIS Volume III
© 1988 Dataquest Incorporated April
4 Company Profiles
•
Outlook
Comments on the near-term future for the company—markets, strategy, and
financial prospects—with emphasis on semiconductor products.
•
Major Activities
A brief discussion of each major group's or division's activities.
•
Semiconductor Activities
Discusses the company's European semiconductor operations, activities,
products, and business strategies and includes worldwide and European
semiconductor revenue tables by product line, by region, and by end use.
•
Corporate Financial and Market Data
Financial data (except for semiconductor revenue tables) are derived from
publicly available corporate sources. Since Company Law may differ in
various countries, the information Dataquest requires for general corporate
financial reporting may not always be available.
In most cases, the Japanese and U.S. company profiles include information under the
following headings:
•
Overview
Discusses the company's background and European operations including origin,
key milestones, size, number of employees, main business lines, and
profitability.
•
European Semiconductor Facilities
Briefly discusses the major European semiconductor-related facilities of the
company, year established, capacity, products, and processes.
•
European Semiconductor Activities and Market Data
Discusses the company's European semiconductor operations, activities,
products, and business strategies and includes European semiconductor revenue
tables by product line, by region, and by end use.
© 1988 Dataquest Incorporated April
ESIS Volume III
4 Company Profiles
The European, Japanese, and U.S. company briefs include information under the
following headings:
•
Background and Overview
Discusses the company's background and European operations, including origin
and key milestones, and includes European semiconductor revenue tables by
product line. For European companies only, also included are worldwide
semiconductor revenue tables by product line.
•
Products and Markets Served
Discusses the company's semiconductor products and business strategies.
•
Outlook
Discusses the near-term outlook for the company.
ESIS Volume III
© 1988 Dataquest Incorporated April
4 Company Profiles
(Page intentionally left blank)
© 1988 Dataquest Incorporated April
ESIS Volume III
tD
Advanced Micro Devices Inc.
901 Thompson Place
Sunnyvale, California 94086
Telephone: (408) 732-2400
Fax: (408) 982-6161
Dun's Number: 04-863-4059
Date Founded: May 1, 1969
CORPORATE STRATEGIC DIRECTION
Advanced Micro Devices Inc. (AMD) was founded in
1969 by former Fairchild Semiconductor employees
with a new business idea—to build a semiconductor
company that produced pin-compatible devices with
high-performance upgrades of existing products.
Thus, initially, AMD's reputation was built not as a
second source but as an alternate sotu°ce. In recent
years, the company has vigorously forged ahead with
development of new proprietaiy products, which in
1990 accounted for over half of total sales. AMD
designs, manufactures, and markets microprocessors
and related peripherals, memories, and programmable
logic devices (PLDs) for telcommunications, office
automation, and netwoiking appUcadons. The company's products are based on CMOS, NMOS, and
bipolar process technologies.
According to Dataquest, AMD held a 1.8 percent
market share of the 1990 worldwide semiconductor
market, ranking the company nineteenth. These
figures are similar to AMD's numbers of 1989, when
the company held a 1.9 percent market share and
ranked eighteenth. Dataquest also estimates that
AMD is the eighth largest Nordi American manufacturer of semiconductors with $516.0 milhon* in
factory revenue in 1990.
The company is currendy focused around three core
businesses: memory devices such as programmable
logic devices (PLDs), erasable programmable readonly memories (EPROMs), and microcomponents.
AMD also classifies two emerging areas of
business—^network products and communication.
Dataquest estimates that AMD ranks first in the PLD
worldwide market, garnering a 35.1 percent market
*A11 dollar amounts are in U.S. dollars.
0011Q20
share with $291.0 miUion in 1990. AMD also ranks
second in 16-bit microprocessors with a 23.8 percent
market share in 1990.
Nineteen-ninety was a year of important transformations for AMD. Over ^ e last four years, AMD has
gradually been making the transition from bipolar to
CMOS technology. In the fourth quarter of 1990,
sales of CMOS products surpassed sales of bipolar
products for the first time, bringing in $113 million in
quarterly revenue and representing 43 percent of
sales. For 1990 as a vi)xA&, CMOS sales increased
47 percent. The company will continue to emphasize
CMOS technology in the coming years, eventually
phasing bipolar products into a minor role. The
primary goal of AMD today is to supply submicron CMOS solutions to the manufacturers of
equipment for personal and network computation and
communications.
In the fourth quarter of 1990, AMD started operations
in the new Submicron Development Center (SDC) in
Sunnjrvale, California. AMD's management views the
SDC as instrumental to the company's success
throughout the 1990s, as they believe that the ability
to manufacture ICs at the submicron level wiU represent the difference between successful and unsuccessfiil IC companies. AMD expects the process technology developed at the SDC to lead to 0.5-micron
feature devices by 1992 and 0.35-micron devices by
1994. If successful, these technologies will provide a
substantial growth opportunity for AMD to be on the
leading edge of submicron technology. The SDC
represents a substantial $200 million investment for
AMD. At the time of initial wafer production at the
SDC, the facility boasted the world's cleanest facUity,
with the clean room possessing only one particle per
cubic foot no larger than 0.1 micron, substantially
under the Class 1 standard level of one particle per
cubic foot no larger than 0.5 micron.
©1991 Dataquest Incorporated October—Reproduction Prohibited
Advanced Micro Devices Inc.
The transformations of 1990 were also quite evident
in changes in AMD's manufacturing facilities. Recognizing die shift toward submicron CMOS technology,
AMD has closed 10 aged wafer fabrication areas in
the past four years. AMD also sold its Manila assembly plant in January 1989 and subsequendy commenced assembly operations in a new automated
facility in Bangkok in 1989. These manufacturing
changes further reflect AMD's shift toward CMOS
products, which the company expects to compose the
bulk of sales by die end of 1991.
AMD markets and distributes its products through
company headquarters in Sunnjrvale, California, and
through a network of U.S. field sales offices,
independent representatives and distributors, and foreign subsidiaries. The overseas sales subsidiaries
have offices in Belgium, Canada, France, Italy, Japan,
Sweden, the United Kingdom, and Germany. A marketing and distribution agreement with Siemens AG
also provides for worldwide distribution of AMD's
products, with primary efforts in the West European,
South African, and South American markets.
AMD has been involved in one of the most bitter
litigation batties in semiconductor history with Intel
Corporation. The integrated circuit in question was
Intel's 80386 32-bit microprocessor, the microprocessor behind a generation of IBM-compatible computers. Intel and AMD had signed a technology
exchange agreement in 1982. When Intel introduced
its 80386 in 1985, AMD expected Intel to transfer the
technology as part of the 1982 agreement Intel did
not transfer the technology, and AMD took the matter
to arbitration in 1987. In October 1990, after tiiree
years of exhaustive litigation, an arbitrator ruled that
Intel had breached the terms of the 1982 contract and
owed AMD damages. The amount has not been
setded, but AMD is seeking over $500 million in
monetary damages, as well as equitable relief for
other damages, which would include the technology
and manufacturing rights to Intel's 386 microprocessor. The matter is scheduled to be resolved in
mid-1991.
AMD reported consolidated revenue for fiscal 1990
of $1.1 billion, a 4.1 percent decrease from fiscal
1989. AMD's net income decreased 216.3 percent to
a net loss of $53.6 million, down from a net gain of
$46.0 mUlion in 1989. Numerous factors contributed
to this loss, including a $28 million adverse decision
in litigation with Brooktree Corporation, a $10 million one-time charge associated with work force
reductions, and a substantial increase in investments
in capital equipment. The decision with Brooktree
Corporation is currentiy under appeal, and a ruling in
ANflD's favor could significantiy affect net income in
fiscal 1991.
R&D expenditure was $203.7 million in fiscal 1990,
or 19.2 percent of revenue. AMD reported capital
expenditure of $313.4 million in fiscal 1990,
representing 29.6 percent of total revenue. This figure
for capital expenditure nearly doubled the 1989 figure
of $158 million, primarily as a result of investment in
the SDC facility.
Intemational sales represented 51.2 percent of total
revenue for AMD in 1990, totaling $538 million.
North American revenue represented 48.8 percent,
European revenue 26.1 percent, Japanese revenue
13.2 percent, and revenue from the rest of the world
11.9 percent of total revenue. At the end of 1990,
AMD employed 11,997 people worldwide.
More detailed iofonnation is available in Tables 1
and 2, which appear after "Business Segment Strategic Direction" and present corporate highlights and
revenue by region. Information on revenue by distribution channel is not available. Tables 3 through 5 at
the end of this backgrounder provide comprehensive
financial information.
BUSINESS SEGMENT STRATEGIC
DIRECTION
Progranunable Logic Products
As previously mentioned, AMD is die industry leader
in high-speed, field-programmable integrated circuits
known as PLDs. These PLDs are used in PC-based
systems to connect microprocessors widi other circuitry, with applications including digital switches,
phone systems, and test and medical equipment The
conq>any's HJDs combine the off-lhe-shelf availability, ease of use, and low cost of standard products,
while adding the capability for semicustom design.
The initial design time and cost in customizing a PLD
is less than designing a traditional custom IC or gate
array. AMD began shipping its MACH family of
mid-density PLDs in 1990, offering an alternative to
low-density gate arrays.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
00U020
Advanced Micro Devices Inc.
With $291 million in total PLD factory revenue,
AMD has more than double the factory revenue of its
nearest competitor, Texas Instruments. AMD has held
a soUd leadership position in the bipolar PLD market
and continued to do so in 1990, owning a leading
58.9 percent share of the market The company has
pledged to strengdien its market ^laie in the emeiging field of CMOS PLDs. CMOS PLDs represent
the fastest-growing segment of the market, and AMD
increased its factory revenue by 56 percent to $42.0
million in 1990, ranking the company fourth in the
market.
High-Performance Memories
A significant portion of AMD's revenue is generated
from the sale of EPROMs. EPROMs are used to store
data when a system's power is off and are used in
personal computers, laser printers, automobile engine
controllers, video games, and other eqtiipment where
programmed data storage is needed. AMD offers a
family of CMOS EPROM devices that range from
64K to 4Mb in density. The company has completed
its transition from NMOS to CMOS technology in its
EPROMs, with all EPROMs now using CMOS technology. The company also offers a family of specialty
memory devices consisting of first in/first out (FIFO)
buffer memories, dual-port memories, content
addressable memories (CAMs), and static randomaccess memories (SRAMs).
AMD estimates that it is the second-largest supplier
of EPROMs in the worldwide market.
Microprocessors and Related Peripherals
Through a 1982 technology exchange agreement with
Intel Corporation, AMD manufactures certain iAPX
products, including the 8051 single-chip microcontroller and the 8086, 8088, 80186, and 80286
microprocessors. Dataquest estimates that, on the
strength of its 80286 microprocessor, AMD holds
23.8 percent of the 1990 worldwide 16-bit
microprocessor market, second only to Intel.
In 1990, AMD finally completed "Project Longhom,"
the company's venture to develop a 32-bit 80386
microprocessor. The result was the 32-bit Am386
microprocessor, designed to enter the 386-driven IBM
PC market The first shipments of the Am386 commenced in the first quarter of 1991 and were immediately profitable, bringing in more than $10 million in
quarterly factory revenue. The Am386 provides the
0011020
first alternative to Intel's 386 microprocessor, which
has been an industty standaid since its introduction in
1985.
AMD also has targeted the vast embedded processor
market with the Am29000 processor. The Am29000
is a 32-bit reduced-instruction-set computing (RISC)
device, whose applications include laser printers,
high-performance graphics and network controllers,
and accelerator cards. Hewlett-Packard Company
recendy introduced the LaserJet nisi, a 17 pages-perminute laser-beam printer based on the Am29000.
The HP LaserJet joins a list of more than 300 designs
based on the Ajn29000, which continues to gain
acceptance as the leader in the RISC microprocessor
market for embedded control applications.
Networks and Communications Systems
AMD supplies a wide range of solutions for a broad
spectrum of connectivity problems. These include
applications in central office switches, PBX equipment voice/data terminals, and different performance
classes of LANs used in connecting workstations and
personal computers. The company not only offers the
integrated circuits for these applications but also provides a number of hardware evaluation tools,
development software, and interface software.
AMD is one of the leading suppliers of subscriber
line interface circuit (SLIC) and subscriber line
audio-processing ciiruit (SLAC) devices that are a
fundamental part of digital telephone switching
equipment The SLIC connects the user's telephone
wire to the telephone company's digital switching
equipment the SLAC is a coder/decoder that converts
analog voice signals to a digital format and back.
AMD's agreement with Siemens calls for alternative
sourcing of existing devices and joint development of
future products for the Integrated Services Digital
Network (ISDN), an emerging network that is digitally linking telephones and computers internationally.
The network is unique in that it was formed out of a
set of standards developed by the Consultative Committee for International Telegraph and Telephone
(CCTTT), a branch of the United Nations. ISDN
allows a user to commurucate digitally on three separate charmels simultaneously over a single analog
telephone line. This gives the user the capability of
simultaneously communicating by telephone, computer, and video equipment ISDN is especially
powerful in that it requires no modification to the
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Advanced Micro Devices Inc.
wiring and cabling of the telephone systems in effect
today. ISDN is functional with only the purchase of a
new phone-line interface and management software.
Apphcations currently include mail order services,
stock brokerages, computer services, and medicine,
with significant potential for future expansion. ISDN
has signed on such customers as AMD, Bally Inc.,
Hayes Microcomputer Products Inc., Massachusetts
Institute of Technology, McDonald's Corporation,
Sandia Laboratories, Shell Oil, 3M Company, and
Tenneco.
AMD is also active in the fiber-distributed data interface (FDDI) information exchange network. AMD
provides the SUPERNET integrated chip set for the
FDDI system, which uses LANs to connect computers, workstations, data storage imits and other
systems that need to exchange information rapidly.
FDDI uses fiber-optic cables as the conduit thix>ugh
which information passes, instead of the traditional
metal coaxial or twisted-pair cables. This use of fiber
optics allows larger blocks of information to be
4
moved at faster speeds and for longer distances than
had been possible in the past
Office Automation
AMD, having identified specific high-volume apphcations in office automation equipment, developed
proprietary circuits that add functionality, improved
performance, and reduced cost to the equipment
These apphcations include graphics, compression/
expansion processing for storing images, dedicated
devices for laser printers, and magnetic and optical
disk control.
Further Information
For further information about the company's business
segments, please contact the appropriate Dataquest
industry service.
©1991 Dataquest Incorporated October—Reproduction Prohibited
00U020
Advanced Micro Devices Inc.
Table 1
Five-Year Corporate Highlights (Millions of U.S. Dollars)
Kve-Year Revenue
Percent Change
1990
1986
1987
1988
1989
576.1
(38.13)
997.1
73.08
1,125.9
12.92
1,104.6
(1.89)
1.059.2
(4.11)
Capital Expenditure
Percent of Revenue
136.9
23.76
137.9 '
13.83
133.1
11.82
158.8
14.38
313.4
29.59
R&D Expenditure
Percent of Revenue
183.9
31.92
247.8
24.85
208.3
18.50
201.8
18.27
203.7
19.23
13,689
42.08
18,015
55.35
14,817
75.99
13,072
84.50
11,997
88.29
(36.6)
(127.03)
(64.0)
(74.86)
19.3
130.16
46.1
138.86
(53.6)
(216.27)
Number of Employees
Revenue ($K)/Employee
Net Income
Percent Change
1989 Calendar Year
Quarterly Revenue
Quarterly Profit
Qi
Q2
Q3
Q4
271.4
13.2
267.7
(5.9)
254.2
(:17.8)
265.9
(43.0)
Sonice:: Advanced Micro Devices Inc.
Annual Repoits
Dataquest (October 1991)
Table 2
Revenue by Geographic Region (Percent)
Region
1986
1987
1988
1989
1990
North America
Europe
Asia/Pacific
76.00
21.00
3.00
73.00
19.00
8.00
69.00
19.00
12.00
67.20
20.20
12.60
64.35
21.20
14.45
Source: Advanced Micro Devices Inc.
Annual Reports
Dataquest (October 1991)
0011Q20
©1991 Dataquest Incorporated October—Reproduction Prohibited
Advanced Micro Devices Inc.
1990 SALES OFFICE LOCATIONS
North America—40
Europe—10
Japan—1
ROW—3
Advanced Micro Devices Export Corp. (United
States)
Advanced Micro Devices Overseas Corp. (United
States)
Advanced Micro Devices Overseas (Delaware Corp.)
(United States)
Advanced Micro Ltd. (United States)
AMD Corp. (United States)
AMD Far East Inc. (United States)
AMD International Sales and Service Ltd. (United
States)
AMD Properties (United States)
MANUFACTURING LOCATIONS
Europe
North America
Austin, Texas (3)
MOS, MPUs, PLDs, communications ICs,
SRAMs, CMOS/MOS, EPROMs, BiCMOS, logic,
RISC MPUs
Santa Clara, California (2)
Bipolar, PROMs, PLDs, CMOS
Sunnyvale, California (2)
CMOS/BiCMOS, RISC MPUs, EPROMs, bipolar,
interface logic
Europe
Basingstoke, England
Test and assembly
Advanced Micro Devices AB (Sweden)
Advanced Micro Devices Belgium S.A.N.V.
(Belgium)
Advanced Micro Devices GmbH (Germany)
Advanced Micro Devices Overseas Corp. (Belgium)
Advanced Micro Devices S.A. (France)
Advanced Micro Devices S.A. (Switzerland)
Advanced Micro Devices S.p.A. (Italy)
Advanced Micro Devices (U.K.) Ltd. (United
Kingdom)
Monolithic Memories (France) S.A.R.L. (France)
Monolithic Memories GmbH (Germany)
Monolithic Memories Inc. Ltd. (United Kingdom)
Monolithic Memories Ltd. (United Kingdom)
Japan
AsialPacific
Atsugi, Japan
Product testing
Bangkok, Thailand
Test and assembly
Penang, Malaysia
Test and assembly
Singapore
Test and assembly
SUBSIDIARIES
North America
Advanced Micro Computers Export Corporation Inc.
(United States)
Advanced Micro Devices (Canada) Ltd. (Canada)
Advanced Micro Devices K.K. (Japan)
MMI-Japan K.K. (Japan)
ROW
Advanced Micro Devices Export Sdn. Bhd (Malaysia)
Advanced Micro Devices (Philippines) Inc.
Advanced Micro Devices Sdn. Bhd. (Malaysia)
Advanced Micro Devices Products Sdn. Bhd.
(Malaysia)
Advanced Micro Devices (Singapore) Pte. Ltd.
Advanced Micro Devices Technology Sdn. Bhd.
(Malaysia)
AMD Atlantic Ltd.
AMD Foreign Sales Corp.
AMD (International) Ltd. (Bermuda)
AMD Overseas Financial Ltd.
AMD (Overseas Financial) Ltd. (Bermuda)
AMD (Thailand) Ltd.
MMI Integrated Circuits (Singapore) Pte Ltd.
Monolithic Memories Foreign Sales Corp.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011020
Advanced Micro Devices Inc.
ALLIANCES, JOINT VENTURES, AND
LICENSING A G R E E M E N T S
M E R G E R S AND ACQUISITIONS
Information is not available.
1991
Sony Corporation
AMD and Sony agreed to a broad patent and
copyright cross-licensing agreement covering
wafer processes, design, and architecture for
integrated circuits. The agreement is designed to
facilitate the development of 0.5-micron CMOS
process technology.
Taiwan Semiconductor Manufacturing Corp.
(TSMC)
AMD and TSMC signed an agreement under
which TSMC will act as a foundry for some of
AMD's EPROMs.
KEY OFFICERS
W. J. Sanders i n
Chief executive officer, chairman of the board
Anthony B. Holbrook
Vice chairman and chief technical officer
Richard Previte
President and chief operating officer
Marvin Burkett
Senior vice president and chief financial officer
1990
Stephen Zelencik
Senior vice president and chief marketing executive
Oak Technology Corp.
AMD granted manufacturing and marketing rights
to Oak Technology for AMD's Am95C71 Video
Compression and Expansion Processor.
Gene Conner
Senior vice president. Memory Manufacturing and
Technology
1989
Scorpion Technologies
Scorpion purchased the proprietary rights to the
P-Channel silicon gate MOS technology from
AMD.
Thomas W. Armstrong
\^ce president and general counsel
W. Curtis Francis
Vvx president. Corporate Operations Plaiming
Stanley Winvick
Vice president. Human Resources
1988
Communication Machinery Corp. (CMC)
The two companies agreed to jointly develop and
market intelligent FDDI VMEbus processors.
CMC will integrate its TCP/IP and ISO software
and CMC's expertise in building high-performance
Ethernet processors with AMD's SUPERNET chip
set.
Siemens AG
The two companies announced a technology agreement under which they will jointly develop,
manufacture, and market chips for data communications and telecommunications with emphasis on
ISDN. Both companies will manufacture and market the chip sets and jointly develop future ISDN
products.
0011020
PRINCIPAL INVESTORS
Information is not available.
FOUNDERS
W. J. Sanders m
Jack Gifford
Larry Stenger
James Giles
Frank Botte
John Carey
Sven Simsonsen
Ed Tumey
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Advanced Micro Devices Inc.
Table 3
Comprehensive Financial Statement
Fiscal Year Ending in December
(Millions of U.S. Dollars, except Per Share Data)
Balance Sheet
1986*
1987'
1988*
1989
1990
Cash
Receivables
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
15.4
109.0
42.5
76.2
243.1
486.5
1.9
731.5
235.2
176.5
81.9
21.3
514.9
524.3
17.9
1,057.1
286.8
167.4
90.5
27.7
572.4
495.5
13.5
1,081.4
278.8
183.6
90.5
40.8
593.7
505.9
22.9
1,122.5
115.1
153.5
90.0
37.9
396.5
647.0
68.2
1,111.7
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity
Retained Earnings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equi^
142.5
151.6
48.2
342.3
0
0.6
119.4
269.2
389.2
254.6
135.9
43.1
433.6
0.1
0.8
459.8
162.8
623.5
266.2
130.4
40.0
436.6
0.1
0.8
472.3
171.7
644.9
275.8
126.4
29.3
431.8
0.1
0.8
482.6
207.5
691.0
317.5
131.3
26.6
475.4
0.1
0.8
491.9
143.5
636.3
731.5
1,057.1
1.081.5
1,122.5
1,111.7
Fiscal years ending March
1987 and 1988 have been restated to reflect consolidation of AMD and Monolithic
Memories as detailed in the 1988 Annual Report Additionally, in 1987, AMD
changed its fiscal year to end the last Suiday in December. 1987 and 1988 are
restated to sliow these changes.
Source: Advanced Micro Devices Inc.
Annual Reports and FWms 10-K
Dataquest (October 1991)
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011020
Advanced Micro Devices Inc.
Table 4
Consolidated Income Statement
Fiscal Year Ending in December
(Millions of U.S. Dollars, except Per Share Data)
Income Statement
Revenue
U.S. Revenue
Non-U.S. Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
1986*
576.1
438.6
137.5
347.8
183.9
122.3
136.9
(84.7)
(14.70)
(46.00)
(36.6)
56.3
1987'
1988*
1989
1990
997.1
725.4
271.7
562.3
247.8
203.2
137.9
(45.6)
(4.57)
40.00
(64.0)
77.8
1,125.9
777.6
348.3
661.9
208.3
224.2
133.1
19.3
1.71
34.00
19.3
80.8
1,104.6
742.2
362.4
643.4
201.8
221.0
158.8
49.9
4.52
34.00
46.1
82.0
1,059.2
681.6
377.6
678.5
203.7
228.4
313.4
(53.6)
(5.06)
(34.00)
(53.6)
81.9
(0.65)
NA
6.91
(0.92)
NA
8.01
0.11
NA
7.98
0.44
NA
8.43
(0.78)
NA
7.77
Fiscal yeais ending March
1987 and 1988 have been restated to reflect consolidation of AMD and Monolithic
Memories as detailed in the 1988 Ammal Report Additionally, in 1987, AMD
changed its fiscal year to end the last Sunday in December. 1987 and 1988 are
restated to show these changes.
NA = Not available
0011020
Somce: Advanced Micro Devices Inc.
Annual Reports and Fbrms 10-K
Dataquest (October 1991)
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Advanced Micro Devices Inc.
Table 5
Key Financial Ratios
Fiscal Year Ending in December
Key Financial Ratios
Liquidity
Current (Times)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue ($K)/Employee
Capital Spending % of Assets
1986'
1987'
1988'
1989
1990
1.71
187.95
36.61
87.95
2.02
169.54
40.83
69.54
2.15
167.68
41.28
67.68
2.15
162.45
39.91
62.45
1.25
174.71
49.90
74.71
(5.00)
(9.40)
(6.35)
(6.05)
(10.26)
(6.42)
1.78
2.99
1.71
4.11
6.67
4.17
(4.82)
(8.42)
(5.06)
31.92
23.76
13,689
42.08
18.71
24.85
13.83
18,015
55.35
13.05
18.50
11.82
14,817
75.99
12.31
18.27
14.38
13,072
84.50
14.15
19.23
29,.59
11,997
88.29
27.36
Fiscal years endiiig March
1987 and 1988 have been restated to reflect consolidation of AMD and Monolithic
Memories as detailed in the 1988 Annual Repent Additionally, in 1987, AMD
cfaan^ its fiscal year to end die last Sunday in December. 1987 and 1988 are
restated to show these changes.
10
Source: Advanced Micro Devices Inc.
Ar.r'ri! Reports
r
est (October 1991)
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011020
Company Backgrounder by Dataquest
Analog Devices Inc.
One Technology Way
Norwood, Massachusetts 02062
Telephone: (617) 329-4700
Fax: (617) 326-8703
Dun's Number: 00-141-8417
Date Founded: 1965
CORPORATE STRATEGIC DIRECTION
Analog Devices Inc. is a leading manufacturer of
precision linear, digital, and mixed-signal integrated
circuits used in analog and digital signal-processing
appUcations, as well as modular and board-level
products used in data acquisition and measurement
and control systems and subsystems. Analog Devices
also manufactures a broad range of products that
employ assembled product technology, including
modules and board-level systems and subsystems.
The company's products are used primarily in computerized equipment and systems that involve
processing information obtained from real-world sensors measuring such phenomena as temperature, pressure, and light intensity. The major application
markets for Analog Devices' products are instrumentation (engineering, scientific, and medical), mihtary/
aerospace, industrial automation, telecommunications,
computer equipment, and the consumer market.
Fiscal year 1990 was filled with major transformations for Analog. The event of the year occurred in
August, when Analog officially announced the purchase of a competitor. Precision Monolithics Inc.
(PMI). Analog purchased PMI from Bourns Inc. for
$60.5 million* in cash plus $12.5 million in stock
warrants. The acquisition of Santa Clara, Californiabased PMI strengthened Analog's akeady soUd niche
in the high-performance analog IC arena. According
to Analog, the move makes the company the second
largest nonconsumer linear IC supplier, trailing only
National Semiconductor Corporation.
Analog Devices' sales increased 7.0 percent in fiscal
1990 to $485.2 million. Net income in fiscal 1990
was a net loss of $12.9 million, representing a
decrease of 146.3 percent fi-om the 1989 profit of
$27.9 miUion. The main reason for this net loss was a
restructuring charge of $21.5 million covering costs
'''All dollar amounts are in U.S. dollars.
0010846
associated with organizational changes in the company as well as costs associated with the integration
of PMI. Analog Devices also took a $12 miUion
reserve against the Analog Devices Enterprises
(ADE) portfolio.
Research and development expenditure for fiscal
1990 totaled $80.3 million, or 16.6 percent of revenue. Capital expenditure totaled $39.0 million, or
8.0 percent of revenue, for the same period.
Analog Devices has a fairly even mix of domestic
and intemational sales. In 1990, 53.2 percent of sales
came from domestic operations and 46.8 percent frani
intemational operations, with a further breakdown of
31.5 percent coming from Europe and 15.3 percent
from Asia. The company employed 5,700 people at
the end of fiscal year 1990.
Accompanying its major acquisition during fiscal
year 1990, Analog also began a major organizational
transformation. Traditionally, Analog has had a
largely decentralized organizational structure, with
product divisions differentiated by manufacturing
technology. Traditional divisions had corresponded to
the respective technologies, such as hybrids, bipolar
ICs, and CMOS ICs. With the recent advances in
technology, many of these previously distinct technologies can be combined, resulting in blurred divisions
between the product lines. As a result. Analog has
decided to shift toward a more centralized organizational structure that is more responsive to applicationspecific and market-specific demands. The company
consolidated six of the existing product divisions into
two new divisions, the Systems IC Products Division
(SPD) and the Industrial Electronics Division (lED).
The SPD combines the Digital Signal Processing
(DSP) and Mixed-Signal ASIC Divisions. The SPD
plans to focus on application-specific devices that can
be sold to customers who require varying applications
©1991 Dataquest Incorporated September—^Reproduction Prohibited
Analog Devices Inc.
iuvolving digital and mixed-signal system-level VLSI
ICs. These applications include such product lines as
image processing, digital mobile radio, high-speed
modems, and facsimile machines.
its 1989 position of 29th. Widi die acquisition of Precision MonoUthics, Analog Devices' overall market
share increases to 0.9 percent, ranking the company 24th.
The newly formed lED combines the previous divisions of Indiistrial Products, Microelectronics, Memory Devices, and Computer Labs. The lED will focus
on industrial automation, automatic test equipment,
industrial control, and motion control systems.
Analog Devices has developed a series of proprietary
semiconductor processes for use in designing state-ofthe-art products. These include a fine-line CMOS
process for use in DSP products; a combined bipolar/
MOS process called ABCMOS (Advanced Bipolar
CMOS) for use in mixed-signal devices, including
analog-to-digital (ADC) and digital-to-analog (DAC)
converters and VLSI application-specific devices; and
a complementary bipolar (CB) process for use in such
devices as high-speed, high-performance amplifiers.
The company believes that the continued development of its process technology is an important factor
in maintaining a competitive advantage in the marketplace. However, it also expects to develop an alliance
with a larger company that would give Analog access
to state-of-the-art submicron CMOS processes.
Three divisions in Analog's structure wiU remain
unaltered. The Bipolar IC Division, the CMOS
IC Division, and the Precision Monolithics Division
will remain intact These divisions are being asked
to increase their already solidly established leadership positions in the general-purpose IC market.
Products under the auspices of these divisions include
data converters, precision amplifiers, and voltage
references.
Traditionally, Analog Devices' strategy for entering
new markets and acquiring new technologies was
investment in start-up companies. In 1980, Analog
Devices Enterprises (ADE) was foimded. ADE is an
internal venture capital group that provides start-up
funding to companies that have technologies aligned
with Analog Devices' strategic interests. Its first
investment was Signal Processing Circuits Inc. of Salt
Lake City, Utah. This small start-up was engaged in
the design of digital signal processing devices, which
Analog had identified as one of its major strategic
interests. Since the inception of ADE, the company
has invested in 12 companies. Analog Devices has
begun to downplay this strategy in the last five years,
culminating in the fourth quarter of 1990 when the
company took a $12.0 miUion writedown of ADE,
reducing ADE to its near-term Uquidation value.
More detailed information is available in Tables 1 and
2, which appear after "Business Segment Strategic
Direction" and present corporate highUghts and revenue by regioa Information on revenue by distribution
channel is not available. Table 3, a comprehensive
financial statement, is at the end of this backgroimder.
Systems IC Products Division
The SPD, which combines the DSP and the MixedSignal ASIC Divisions, is fociising on digital and
mixed-signal system-level VLSI ICs.
DSP
Analog Devices has become a significant player in the
DSP IC market by focusing on processors whose
architecture is optimized for real-world signal
processing applications. The ADSP-2100 was the first
DSP processor in this family, which has since been
followed by the ADSP-2101, ADSP-2102, and
ADSP-2105 DSP processors. The company has also
introduced the ADSP-21msp50 processor, which
includes on-board A/D and D/A capabifity, and
recendy announced the ADSP-21020 Floating Point
DSP processor, which is the highest-performance
floating point device currentiy on the market The
company expects many of its future mixed-signal
VLSI products to include an embedded DSP function.
ASSP and ASICs
BUSINESS SEGMENT STRATEGIC
DIRECTION
Semiconductors
According to Dataquest, Analog Devices held
0.7 percent of the 1990 world semiconductor market, ranking the company 27th, a slight increase fix>m
Analog Devices expects a significant portion of its
future growth to come from mixed-signal VLSI ICs,
with the company's primary focus being on application specific standard products (ASSPs) targeted at
high-volume opportunities in computer peripherals,
telecommunications, and consumer products. Appfications in these markets include hard disk drives,
high-resolution graphics displays, digital cellular
phones, high-speed modems, facsimile machines,
©1991 Dataquest Incorporated September—Reproduction Prohibited
001C»46
Analog Devices Inc.
HDTV, DAT, and Surround Sound decoders. It is
the company's intention that the products developed for these applications wiU essentially be
standard products sold with litde or no individual
modifications.
In addition, the company is establishing design
centers in a few key geographic areas that wiU focus
on working with a limited number of customers to
develop mixed-signal VLSI ICs to meet their specific
needs. These products will be developed using the
company's proprietary CAD tools and cell library.
Industrial Electronics Division
The lED, which combines Analog Devices' traditional divisions of Industrial Products, Microelectronics, Memory Devices, and Computer Labs, wDl target
the fields of automatic test equipment (ATE), industrial automation, industrial controls, and motion control systems, with an emphasis on ATE.
Analog Devices has targeted ATE as one of the
fastest growing applications of Unear and mixedsignal technology. TTie company's strategy io the ATE
market is to become the leading merchant supplier of
linear and mixed-signal ICs used for pin electronics
in ATE. Analog currently manufactures ICs for both
the computer mainframe and pin electronics portions
of large mainframe testers. As the pin count for
logic and memory testers increases from 512 pins to
1,024 pins, the indiistry is facing an urgent need to
reduce the cost per pin. The challenge facing Analog
is to convince customers to buy Analog's ICs instead
of making their own.
Bipolar IC, CMOS IC, and Precision
Monolithics Divisions
The bipolar and CMOS IC divisions remain intact
under Analog's new central reorganization and with
the newly acquired Precision MonoUthics Division
will target general-purpose IC applications such as
data converters, precision amplifiers, and voltage
references. Analog looks to these divisions to
increase the market and leadership positions previously held in the aforementioned applications. The
company also hopes that these divisions will begin to
expand into the consimier, transportation, and computer peripherals markets.
Data Conversion ICs
The world market for data conversion products is
$875.0 million. Analog Devices is the market leader
in all segments of this market, with a 24.9 percent
market share. The applications for the digital-toanalog (DAC) or analog-to-digital converters (ADC)
are widespread, with the most growth potential in the
computer peripherals and consumer markets.
0010346
Computer Peripherals ICs
Analog has become increasingly involved in supplying linear and mixed-signal ICs for use in computer
peripherals such as hard disk drives and highresolution graphics displays. Among its products for
hard disk drives is the AD890/AD891 IC pair, which
processes the signal from a hard disk read head at
rates of up to 50 Mbps. More recently, the company
introduced the AD897, a single IC that performs the
same function at up to 40 Mbps. The company also
has a number of ICs used in head positioning server
applications, including the recently introduced
AD7774, a complete analog input/output port that
includes a 4-chamiel, 8-bit A/D converter and two
8-bit D/A converters.
Analog has become the leading supplier of RAM
digital analog converters (DACs) used in plug-in
VGA display cards for standard PCs. More recendy, it
has moved toward greater participation in this market
with the AD7146 Continuous Edge Graphics (CEG)
DAC, which makes it possible to display
photographic-quality images on a standard VGA PC
screen. The company has also begun sampling its
AD7150 true color video DAC, which Analog feels is
the key to the next major advance in large-screen
workstation graphics.
Consumer Products ICs
The company's initial entries into consumer products
markets were D/A converters used in CD players.
Future products will be primarily aimed at high-end
products, including DAT recorders, audio/visual
receivers, and projection television receivers. One of
the company's most recent ICs in this category is its
fully mtegrated SSM-2125 Dolby Surround Sound
decoder.
Analog is also pursuing opportunities in the automotive market, with a particular focus on "smart sensors," which are sensors that include on-board conditioning. Analog's Hall effect and current sensors are
designed into passenger cars in the United States and
Europe. The company has also begun sampling its
proprietary micromachined accelerometer, which is
potentially suitable for such applications as sensing
deceleration to trigger airbag deployment in the event
of a car accident
Further Information
For further information about Analog Devices' business segments, please contact Dataquest's Semiconductors Worldwide service.
©1991 Dataquest Incorporated September—Reproduction Prohibited
Analog Devices Inc.
Table 1
Five-Year Corporate Highlights (Millions of U.S. Dollars)
1986
1987
1988
1989
1990
Five-Year Revenue
Percent Change
334.4
3.72
370.4
10.77
439.2
18.57
453.4
3.23
485.2
7.01
Capital Expenditure
Percent of Revenue
36.7
10.97
43.0
11.61
49.2
11.20
51.0
11.25
39.0
8.04
R&D Expenditure
Percent of Revenue
45.3
13.55
56.0
15.12
60.5
13.78
68.9
15.20
80.3
16.55
Number of Employees
Revenue ($K)/Employee
4,959
67.43
5,219
70.97
5,347
82.14
5,213
86.97
5,700
85.13
Net Income
Percent Change
23.4
•21.21
18.7
-20.09
38.0
103.21
27.9
-26.58
-12.9
-146.24
1990 Fiscal Year
Ql
Q2
Q3
Q4
Quarterly Revenue
Quarterly Profit
109.7
0.8
116.4
4.7
120.7
5.2
138.5
-23.6
Source: Analog Devices Inc.
Annual Reports and Fbnns 10-K
Dataquest (September 1991)
Table 2
Revenue by Geographic Region (Percent)
Region
1986
1987
1988
1989
1990
North America
Europe
Asia
56.00
31.00
13.00
57.00
29.00
14.00
55.74
27.98
16.28
55.60
29.20
15.20
53.20
31.47
15.33
Source: Analog Devices Inc.
Annual Reports and Forms 10-K
Dataquest (September 1991)
©1991 Dataquest Incorporated September—Reproduction Prohibited
0010846
Analog Devices Inc.
1990 SALES OFFICE LOCATIONS
North America—^25
Europe—^25
Japan—^3
ROW—3
All Others—3
MANUFACTURING LOCATIONS
Analog Devices Ltd. (United Kingdom)
Analog Devices Marketing Ltd. (United Kingdom)
Analog Devices Nederland B.V (Netherlands)
Analog Devices S.A. (France)
Analog Devices S.A. (Switzerland)
Analog Devices S.r.l. (Italy)
Memory Devices Ltd. (United Kingdom)
ROW
Analog
Analog
Analog
Analog
Devices Finance Bermuda Ltd. (Bermuda)
Devices Finance N.V. (Netherlands Antilles)
Devices Inc. (Philippines)
Devices Israel Inc. (Israel)
North America
Norwood, Massachusetts
Assembly of technology products
Santa Qara, California
Precision Monolithics division; bipolar and CMOS
ICs
Wilmington, Massachusetts
Bipolar, mixed-signal, and CMOS ICs
Japan
Tokyo, Japan
Assembly and testing for electronic components
Europe
ALLIANCES, JOINT VENTURES, AND
LICENSING AGREEMENTS
1990
Edsun Laboratories
Analog Devices and Edsun signed an agreement
forming an alliance for the development, manufacturing, and marketing of a new line of PC graphics
ICs. The alliance will blend Analog's mixed-signal
and DSP knowledge with Edsun's continuous edge
graphics (CEG) architecture.
Sipex Corporation
Analog agreed to exchange technology and
second-source products with Sipex Corporation.
Sipex will acquire Analog's mixed-signal
BiCMOS technology, and Sipex will make line
drivers and receivers in return.
Limerick, Ireland
CMOS ICs
ROW
Manila, PhOippiaes
Assembly of electronic components
1988
SUBSIDIARIES
Brooktree Corporation
Brooktree signed Analog Devices as a second
source of die Bt471 and Bt478 video DACs, which
are designed for the PSy2 and VGA add-in boards.
North America
Analog Devices International Inc. (Massachusetts)
Analog Devices International Sales Corp. (Delaware)
Europe
Analog Devices
Analog Devices
Analog Devices
Analog Devices
(Netiierlands)
Analog Devices
Analog Devices
Analog Devices
Analog Devices
0010846
A.B. (Sweden)
A.S. (Denmark)
B.V. (Netherlands)
Foreign Sales Corp. B.V.
GmbH (Germany)
Hardelsgesellschaft mbH (Austria)
Holdings B.V. (Netherlands)
Ltd. (Scotland)
MERGERS AND ACQUISITIONS
1990
Precision Monolithics Inc.
Analog purchased Precision Monolithics Inc.
(PMI) from Bourns for $60.5 million in cash in
addition to warrants for 1 miUion shares of Analog
Devices' stock valued at $12 per share. The purchase allows Analog to move into Silicon Valley
for the first time, as well as acquire PMI's primary
product lines of precision op amps, data conversion circuits, and voltage references.
©1991 Dataquest Incorporated September—Reproduction Prohibited
Analog Devices Inc.
KEY OFFICERS
PRINCIPAL INVESTORS
Ray Stata
Chairman of the board, president
Ray Stata
Matthew Lorber
Jerald G. Fishman
Executive vice president
Joseph M. Hinchey
Senior vice president. Finance
FOUNDERS
Melvin J. Sallen
Senior vice president
Ray Stata
Matthew Lorber
Arnold F. Kanarick
Vice president. Human Resources
Joseph E. McDonough
"V^ce president and treasurer
©1991 Dataquest Incorporated September—Reproduction Prohibited
0010846
Analog Devices Inc.
Table 3
Comprehensive Financial Statement
Fiscal Year Ending October 29
(Millions of U.S. Dollars, except Per Share Data)
Balance Sheet
1986
1987
1988
1989
1990
Total Current Assets
Cash
Receivables
Inventory
Other Assets
Net Property, Plants
Other Assets
161.8
6.3
65.6
79.1
10.8
173.2
34.1
176.4
5.8
76.3
83.8
10.5
186.2
34.7
221.3
22.7
87.9
97.4
13.3
200.7
27.4
223.0
30.2
81.7
97.5
13.8
208.7
20.8
232.4
8.3
97.6
107.6
18.9
223.9
30.9
Total Assets
369.1
397.3
449.4
452.5
487.2
Total Current Liabilities
Long-Term Debt
Other Liabilities
59.9
20.2
18.5
57.7
23.4
18.7
72.8
18.5
16.9
63.2
10.3
15.7
98.6
99.7
108.2
89.2
106.4
22.8
15.3
144.5
270.5
0.1
7.4
114.5
148.5
297.5
0.1
7.6
122.6
167.2
341.2
0.1
7.8
128.2
205.1
363.3
0.1
8.1
122.1
233.0
342.7
0
8.2
114.4
220.1
369.1
397.3
449.4
452.5
487.2
Income Statement
1986
1987
1988
1989
1990
Revenue
U.S. Revenue
Non-U.S. Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
334.4
188.8
145.6
151.4
45.3
97.4
36.7
32.1
9.60
27.00
23.4
46.0
370.4
212.3
158.1
171.7
56.0
108.2
43.0
25.6
6.91
27.00
18.7
46.6
439.2
244.8
194.4
200.8
60.5
122.5
49.2
51.6
11.75
26.00
38.0
47.7
453.4
252.1
201.3
215.1
68.9
125.5
51.0
36.4
8.03
23.00
27.9
48.3
485.2
258.1
227.1
244.3
80.3
135.9
39.0
-13.6
-2.80
5.00
-12.9
46.9
0.51
5.88
0.40
6.39
0.80
7.15
0.58
7.52
-0.28
7.31
Total Liabilities
Total Shareholders' Equity
Converted Preferred Stock
Common Stock
Other Equity
Retained Earnings
Total Liabilities and
Shareholders' Equity
Per Share Data
Earnings
Dividend
Book Value
0010846
©1991 Dataquest Incorporated September—Reproduction Prohibited
Analog Devices Inc.
Table 3 (Continued)
Comprehensive Financial Statement
Fiscal Year Ending October 29
(Millions of U.S. Dollars, except Per Share Data)
Key Financial Ratios
Liquidity
Current (Times)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue ($K)/Employee
Capital Spending % of Assets
1986
1987
1988
1989
1990
2.70
136.45
22.14
36.45
3.06
133.55
19.38
33.52
3.04
131.71
21.34
31.71
3.53
124.45
17.40
24.55
2.18
142.17
31.05
42.17
6.34
8.65
7.00
4.71
6.28
5.05
8.46
11.14
8.65
6.17
7.68
6.15
-2.65
-3.76
-2.66
13.55
10.97
4,959
67.43
9.94
15.12
11.61
5,219
70.97
10.82
13.78
11.20
5,347
82.14
10.95
15.20
11.25
5,213
86.97
11.27
16.55
8.04
5,700
85.13
8.00
Source: Analog Devices Inc.
Annual Report and Forms 10-K
Dataquest (September 1991)
a
©1991 Dataquest Incorporated September—Reproduction Prohibited
00108^
ASEA Brown Boveri
BACKGROUND AND OVERVIEW
In November 1987, ASEA of Sweden merged with Brown Boveri of Switzerland to
form the world's biggest electrical engineering concern, called ASEA Brown Boveri, with
estimated sales of $14 billion a year. The new group started trading on January 1, 1988.
Substantial restructuring is expected at both companies; these changes eventually
will mean that greater pressure will be placed on some of ASEA Brown Boveri's weaker
competitors in electrical engineering.
ASEA Brown Boveri is to be organized into the following four main business areas:
•
Power plants—Covering steam and gas turbines, hydropower, nuclear power,
thermal power plants for utilities and industry, and power plant control
•
Power transmission—Including high-voltage switch gear, power transmission
systems, power network control, transformers and components, relays, and
cable and wire
•
Power distribution—Including low-voltage systems and control equipment,
electrical installation, medium-voltage apparatus and systems, and industrial
switch gear
•
Industrial equipment—Including electric drives, industrial plants, metallurgy,
automation, and oil and gas
ASEA Brown Boveri, which will be the world's biggest electrical engineering
concern, will have about 30 separate business areas, falling both within and outside the
4 main business areas. Those outside the 4 main business areas include Flaekt, ASEA's
gas and air treatment subsidiary; SAE, Brown Boveri's line-building group in Italy; and
instrumentation companies in the Kent group.
Tables 1 and 2 show ASEA-Hafo's European and worldwide semiconductor revenue
from 1983 through 1986. Tables 3 and 4 show Brown Boveri European and worldwide
semiconductor revenue from 1983 through 1986.
As shown in Table 5, Dataquest estimates that ASEA Brown Boveri's Eun^sean
semiconductor revenue was $72 million in 1987. Table 6 shows Dataquest's estimates of
the Company's worldwide semiconductor revenue.
ESIS Volume III
0000542
© 1988 Dataquest Incorporated June
ASEA Brown Boveri
Table 1
ASEA-Hafo AB
Estimated European Semiconductcx* Revenue by Product Line
(Millions of U.S. Dollars)
1993
1994
1995
1995
:al Semiconductor
$14
$21
$25
$32
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$ 7
0
7
0
$12
0
12
0
$15
0
15
0
$19
0
19
0
Total Discrete
Transistor
Diode
Thyristor
Other
$ 4
0
0
2
2
$ 5
0
0
2
3
$ 5
0
0
2
3
$ 7
0
0
4
3
Total Optoelectronic
$ 3
$ 4
$ 5
$ 6
Table 2
ASEA-Hafo AB
Estimated Worldwide Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1993
1984
1995
1986
al Semiconductor
$14
$22
$28
$35
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$ 7
0
7
0
$13
0
13
0
$18
0
18
0
$22
0
22
0
Total Discrete
Transistor
Diode
Thyristor
Other
$ 4
0
0
2
2
$ 5
0
0
2
3
$ 5
0
0
2
3
$ 7
0
0
4
3
Total Optoelectronic
$ 3
$ 4
$ 5
$ 6
Source :
© 1988 Dataquest Incorporated June
Dataquest
June 1988
ESIS Volume m
0000542
ASEA Brown Boveri
Table 3
Brown Boveri
Estimated Eur(^>ean SemioHiductor Revenue by Product Line
(Millions of U.S. Dollars)
Total Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
Total Discrete
Transistor
Diode
Thyristor
Other
ISM
ISM
2M5.
ISM
$18
$22
$24
$26
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$18
6
7
3
2
$22
7
8
4
3
$24
8
8
5
3
$26
0
9
16
1
Total Optoelectronic
Table 4
Brown Boveri
Estimated Worldwide Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
al Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
Total Discrete
Transistor
Diode
Thyristor
Other
Total Optoelectronic
1983
12M
1985
1986
$20
$25
$29
$29
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$20
6
7
5
2
$25
7
8
7
3
$29
8
9
9
3
$32
0
12
18
2
0
0
0
0
Source :
ESIS Volume HI
0000542
Dataquest
June 1988
© 1988 Dataquest Incorporated June
ASEA Brown Boveri
Table 5
ASEA Brown Boveri
Estimated Eur(q>ean Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1987
$72
Total Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$23
0
23
0
Total Discrete
Transistor
Diode
Thyristor
Other
$44
1
13
22
8
Total Optoelectronic
$ 5
Table 6
ASEA Brown Boveri
Estimated Worldwide Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1987
$84
Total Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$26
0
26
0
Total Discrete
Transistor
Diode
Thyristor
Other
$50
1
15
24
10
Total Optoelectronic
$ 8
Source:
© 1988 Dataquest Incorporated June
Dataquest
June 1988
ESIS Volume III
0000542
ASEA Brown Boveri
PRODUCTS AND MARKETS SERVED
ASEA Brown Boveri's expanded markets include Scandinavia (ASEA's strongest
market). West Germany, Switzerland, Austria, and Italy (Brown Boveri's strongest
market). About two-thirds of the new group's sales will be derived from Europe.
The main products include power generation, transmission, and distribution; railway
electrification; industrial process control; automation systems; robots; pollution control
equipment; standard products and semifinished goods; and electronics.
OUTLOOK
Through the merger, ASEA Brown Boveri hopes to lower production costs; achieve a
stronger position in Europe, North America, and Asia; and make better use of resoiirces
for research and development.
ESIS Volume III
0000542
© 1988 Dataquest Incorporated June
Austria Mikro Systeme International GmbH
BACKGROUND AND OVERVIEW
Austria Mikro Systeme International GmbH (AMS), formerly Austria Microsystems
International (AMI), was set up in 1981 as a joint venture between the company that was
then called Gould-American Microsystems, Inc., (51 percent ownership) and VoestAlpine, the Austrian industrial conglomerate (49 percent ownership). A $60 million
11,700-square-meter facility was built near Graz, Austria, to manufacture integrated
circuits. It comprises design engineering, maskmaking, wafer fabrication, assembly, and
test areas. Lead times offered are competitive—4 weeks for gate arrays, 8 weeks for
standard cells, 20 weeks for full custom circuits, and 4 weeks for ROMs, from
specification or code approval until delivery of first samples.
In autumn 1986, the name Gould-American Microsystems was changed to Gould
Semiconductor Division (supplier of AMI products). Gould Semiconductor Division does
not operate in Europe.
In 1982, AMS pioneered SCEPTRE (Standard Cell Placement and Routing
Environment) at its Swindon, United Kingdom, design center. SCEPTRE is a system
intended to offer small to medium-size electronic equipment manufacturers a chip
design capability at low cost. At present, this system supports designs using AMS's
CMOS and NMOS 3 - , 4-, and 5-micron standard cell families.
In 1985, AMS completed a major investment program and increased its production by
40 percent over 1984. However, because of the depressed market condition, a loss in
revenue was reported in 1985. The joint owners, Gould-American Microsystems and
Voest Alpine, then injected a further $33 million into the company to enable it to finance
future investments with equity.
In 1986, AMS launched Super Sceptre, a standalone PC-based semicustom IC design
workstation for gate array and standard cell. The product provides a full range of
semicustom IC design software capabilities running on the IBM PC AT. It is the
culmination of four years of user experience with the Sceptre and its enhanced version,
Sceptre II.
Also in 1986, AMS launched a commercial MOS multiproduct wafer service through
which customers can cut their development costs. To accomplish this, customers can
share a batch of wafers with other clients or can place several of their chip designs on a
fast turnaround, dedicated wafer batch.
In February 1987, AMS announced expansion of its mask processing capability. At
the same time, the Company announced the S2570 combined loop disconnect/multifrequency (LD/MF) dialer IC for push-button telephones.
In March 1987, AMS announced the S2573, a new pulse dialer IC in €MOS for
push-button telephones.
In April 1987, AMS announced the S2571 pulse dialer device in CMOS for
push-button telephones. At the same time, the Company added high-performance
analog, digital, and peripheral cells to its IC design library.
ESIS Volume III
© 1988 Dataquest Incorporated April
Austria Mikro Systeme International GmbH
As shown in Table 1, Dataquest estimates that AMS's European revenue in 1986 was
US$21 million.
Table 1
Austria Mikro Systeme International GmbH
Estimated European Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
Total Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
Total Discrete
Transistor
Diode
Thyristor
Other
Total
1982
1983
1984
1985
1986
$26
$13
$20
$18
$21
$26
$13
$20
$18
$21
0
26
0
0
13
0
0
20
0
0
18
0
0
21
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Optoelectronic
Source:
Dataquest
A p r i l 1988
PRODUCTS AND MARKETS SERVED
AMS offers a complete range of custom and semicustom MOS/VLSI capabilities,
including gate arrays, standard cell, and full custom circuits, as well as silicon foundry
facilities for customer-designed circuits. CAD/CAE tools and IC design training are also
available.
AMS's telecommunications and data communications circuits, ROMs, microcomputers, and peripheral devices provide standard solutions for specific applications.
AMS serves the telecommunications, automotive, industrial, instrumentation, EDP,
and consumer markets.
© 1988 Dataquest Incorporated April
ESIS Volume III
Austria Mikro Systeme International GmbH
In addition to the Graz facility, AMS has design centers in Swindon (United
Kingdom), Stockholm (Sweden), Munich and Hamburg (West Germany), Paris (France),
and Milan (Italy). The Company has a network of representatives in Denmark, Israel,
Spain, Switzerland, and Yugoslavia.
OUTLOOK
In July 1987, Gould sold its 51 percent stake in AMI to Voest-Alpine. The takeover
means that AMS, now called Austria Mikro Systeme, is now entirely Austrian owned.
Gould stated that it will return to the European marketplace with custom and
semicustom chip sets from its U.S. base.
ESIS Volume III
© 1988 Dataquest Incorporated April
Ericsson Components AB
INTRODUCTION
On March 1, 1988, Ericsson sold its capacitor business and the RIFA name to Finvest
AB of Finland. All operations, excluding the capacitor business, were transferred to a
new company called Ericsson Components AB. Bert Jeppsson is the new Senior Vice
President.
BACKGROUND AND OVERVIEW
Radiolndustrins Fabriks Aktiebolag, known as RIFA, was founded in 1942 to secure
the supply of components to Swedish radio companies during the war. Four years later,
the company was acquired by LM Ericsson and Asea. Asea turned its shares over to
Ericsson after a few years. In the beginning, RIFA's main product was capacitors for
Ericsson's telephone exchanges.
Export operations were begun on a modest scale during the mid-1960's. Naturally,
capacitors dominated. In 1968, Svenska Elektronr5r (SER) merged with RIFA, thus
providing know-how covering semiconductors, transistors and diodes.
At the beginning of the 1970s, Ericsson began producing hybrid circuits in thick film
to be used in its transmission systems. Integrated circuit (IC) production also began the
same year.
The first integrated circuits were exported in 1974. As a complement to bipolar
methods developed by the company, NMOS technology was added in 1982. The CMOS
process soon followed. In 1984 a production line for components made of gallium
arsenide (GaAs) was started up. The following year, the production of Subscriber Line
Interface Circuit (SLIC) was begun for Automated Exchange Equipment (AXE) exchanges.
In 1981 development work was started on power products at RIFA. Two years later,
the first products, DC/DC converter modules for telephone exchanges, were introduced
on the world market. The same year, Ericsson's power division, with a history dating
back to 1878 and with extensive know-how of telecom power, was merged with RIFA.
In March 1988, capacitor production, which accounted for 20 percent of the
company's operations, was sold to the Finnish group Finvest AB. This included the name
RIFA, which is intimately joined with capacitors. As a result, activities could be further
concentrated on the strategic areas of microelectronics and power supply equipment.
In 1983, the Ericsson Group was reorganized into eight business areas (BAs) listed
below, all reporting to the Group executive committee.
•
Public telecommunications
•
Information systems
ESIS Volume III
0000770
© 1988 Dataquest Incorporated September
Ericsson Components AB
Cable
Defense systems
Radio communication
Network engineering and construction
Components (Ericsson Components AB is part of this BA)
Other operations
Table 1 lists statistics for the components business area, and Table 2 lists the
turnover figures for the components group external sales.
Ericsson Components has the following three product areas:
•
Microcircuits: accounts for approximately 40 percent of total sales.
•
Power Systems and Units: accounts for approximately 30 percent of total
sales.
•
Capacitors and Standard Components: accounts for approximately 30 percent
of total sales.
Table 3 shows Dataquest's estimates of Ericsson European semiconductor revenue by
product line. For 1987, Dataquest estimates Components European revenue to be U.S.
$34 million.
Table 1
Components Business Area Statistics
(Millions of Swedish Krona)
1984
Net Sales, External
Net Sales, Internal
Total Sales
Operating Income
Employees
SKr
799
426
1985
SKr
1986
SKr
852
609
1987
788
721
SKr
763
1.047
SKrl,225
SKrl,461
SKrl,509
SKrl,810
SKr
SKr
SKr
SKr
34
4,231
22
31
3,919
4,343
Source:
© 1988 Dataquest Incorporated September
88
3,578
Dataquest
September 1988
ESIS Volume III
0000770
Ericsson Components AB
Table 2
Geographic Distribution of External Sales
(Percent)
Europe, Excluding Sweden
Sweden
Asia
Australia
United States and Canada
Latin America
Africa
Total
1986
1987
41%
21
10
9
4
12
3
48%
24
10
7
6
3
2
100%
100%
Table 3
Ericsson Components*
Estimated European Semiconductor Revenue
by Product Line
(Millions of U.S. Dollars)
1984
1985
1986
1987
:al Semiconductor
$11
$11
$14
$41
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$11
9
2
0
$11
9
2
0
$12
5
4
3
$39
12
11
16
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$ 2
$ 2
Total Discrete
Transistor
Diode
Thyristor
Other
Total Optoelectronic
*Prior to March, 1988, Ericsson Components traded under
the name of RIFA
Source:
ESIS Volume III
0000770
Dataquest
September 1988
© 1988 Dataquest Incorporated September
Ericsson Components AB
(Page intentionally left blank)
© 1988 Dataquest Incorporated September
ESIS Volume III
0000770
European Silicon Structures
BACKGROUND AND OVERVIEW
European Silicon Structures GmbH was established in September of 1985 and had
250 employees in May 1988.
The following is a corporate profile for European Silicon Structures GmbH.
Business Centers
France
ES2 (Business Centre)
72-78 Grande Rue
92310 Sevres
France
Tel. No. 33 146 26 44 95
Telex: 631439
Fax: 01 33 45071423
Germany (Headg[uarters)
I n d u s t r i e s t r a s s e 17
D-8034 Germering
West Germany
T e l . No. 49 84 84 93 90
Fax. 49 89 84 93 920
Telex:
17897453
United Kingdom
GS2 (Business Centre)
Mount Lane
Bracknell, Berkshire
United Kingdom
Tel. No. 0344 54 54 54
Telex: 847724
Fax: 847724
Fax: 034 59412
Sweden
ES2 (Business Centre)
Chalmers Teknikpark
S-912 88 Gothenburg
Tel No: 46 31 724 215
Fax: 46 10 724 216
United States
US2 (Business Centre)
1971 Concourse Drive
San Jose, CA 95131
U.S.A.
Tel No: 408 435 1355
Fax: 408 435 0504
The Netherlands
ES2 (Business Centre)
Beekvlietstraat 5
P 0 Box 84
5270 KB Sint-Michielsgestel
Tel No: 31 41 05 3299
Fax No: 31 41 05 4500
Telex: 50760
France
Silicon Manufacturing Centre
Zone Industrielle
13106 Rousset
France
Tel No: 33 42 33 4000
Fax: 33 42 33 4001
Telex: 403147
ESIS Volume III
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© 1988 Dataquest Incorporated September
European Silicon Structures
Company Executives
Position
Co-Chairman
Co-Chairman
CEO/Managing
Director
Vice President
Finance/
Administration
Vice President
Manufacturing
Vice President
Software
Technology
Vice President
Operations
Vice President
Northern Europe
Vice President
Central Europe
Vice President
Southern Europe
Vice President
Technology
Prior Company
Name
Prior Position
Robert Heikes
Robert W. Wilmot
NSC
ICL
Corporate VP
Chairman
J.L. Grand-Clement
Motorola
VP Europe Group
Pierre Lesieur
Motorola
Director Finance
Bernard Pruniauz
Thomson CSF
Director Operations
Colin Adams
Digital Equipment
Software Manager
Rod Attwooll
Texas Instruments
Managing Director
Robin Saxby
Motorola
Sales Manager
H.P. Friedrich
Je rmyn-Ge rmany
General Manager
J.P. Demange
NSC
VP Strategic
Marketing
John Gray
Lattice Logic
Founder
Financing
P»te
Round
Initial
1985
December 1985
Sources
Amount
Advent, London; Techno-Venture
Management Corp., Munich
$ 5M
Brown Boveri and Cie. (Switzerland);
Ing. C. Olivetti & Co. (Italy);
Saab-Scania, AB (Sweden);
N.V. Philips (Netherlands);
Telefonica (Spain)
$40M*
January 1986
British Aerospace
Honeywell Bull
October 1987
Department of Trade and Industry
£328K
•Includes financing from British Aerospace and Honeywell Bull
© 1988 Dataquest Incorporated September
ESIS Volume HI
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European Silicon Structures
Services
•
Foxondry
•
Design
•
Silicon compiler tools
•
Manufacturing
•
Packaging
•
Test
•
Education/training
Process Technology
•
2.0-micron double-metal CMOS
•
E-beam on 5-inch wafers
•
1.5-micron double-metal (1988)
•
1.25-micron double-metal (1989)
Products
•
SOLO 1000
•
SOLO 1200
•
First SOLO
•
2000 ASIC Design Software
European Silicon Structures (ES2) was formed to supply quick-turnaround
full-custom application-specific integrated circuits (ASICs) for European electronic
equipment manufacturers. ES2 is dedicated to servicing the ASIC requirements of
companies looking for all-layer custom devices. To this end, it is focusing on educating
small and medium-size companies on the potential advantages to be gained by using
customized chips in their products. Agreements made with Texas Instruments and
Philips offer ES2's customers a pathway into high-volume production. ES2 uses a
combination of silicon compilers technology for design and direct-write-on-wafer
E-beam lithography for wafer production. This technology permits chips to be produced
by direct writing on a wafer, thus eliminating the costly and time-consuming process of
producing a mask for etching the silicon.
ESIS Volume III
0001307
© 1988 Dataquest Incorporated September
3
European Silicon Structures
ES2 is incorporated in Luxembourg and headquartered in Munich, West Germany.
Software development is centered in Edinburgh, Scotland, and Bracknell, England.
Originally, Silicon production was carried out in the United States, but it has been
transferred to a totally new production plant near Aix-en-Provence in southern France.
ES2 has opened local business centers in Bracknell, England; Sevres, France; Germering,
West Germany; Gothenburg, Sweden; Holland; and San Jose, California (US2).
In addition to the ES2 Business Centers, a wide network of greater than 20 Franchise
Technology Centers (FTCs) have been set up over Europe.
ES2'S PRODUCTS—ASIC DESIGN SOFTWARE
ES2's SOLO family of silicon compiler products is based on Lattice Logic's
products. The software places in the hands of electronic engineers ASIC design software
capable of back-annotated simulation and layout within the bounds of a desktop system,
similar in nature to an MPU development system. A design engineer can re-layout a chip
as many times as he needs prior to shipping a tape to ES2 for manufacture.
The software is capable of incorporating random logic, a range of digital blocks, and
a range of analog I/O pads into a mixed ASIC. The analog library contains such devices
as an ADC, a DAC, operational amplifiers, a voltage reference, and digital oscillators.
The SOLO family includes:
•
SOLO 1000, which runs on a variety of workstations such as Sun, Apollo, and
Digital and can integrate up to 10,000 gates
•
The SOLO 1200 system, which includes blocks and a comprehensive analog
library
•
First SOLO, which runs on a PC with the addition of a coprocessor card
In addition to the SOLO family, ES2 also distributes in Europe SDA's set of
full-custom design tools, which are designed to support the requirements of even the
most experienced IC designers.
Silicon Manufacturing Services
With ES2's Standard Prototyping Service, customers receive ten fully tested
prototypes in any gate count or package. No commitment to volume production is
required before prototyping is performed.
© 1988 Dataquest Incorporated September
ESIS Volume ni
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European Silicon Structures
Volume Production
Once prototyped, ES2 can support volume production. If the quantity is low (10 to
5,000), it will be produced via E-beam technology; but if the volume is sufficiently high,
it is cheaper to use conventional mask production. ES2 can handle the transparent
transfer of a design to one of its foundry partners.
To help companies understand ASIC technology and IC design software and to
minimize the trauma of a first design, ES2 has put in place education and design
consultancy groups. These operate from all the local ES2 Business Centers.
ALLIANCES
Lattice Logic
1985
ES2 signed an agreement with Lattice Logic to
market Lattice's logic compiler in Europe.
British
Aerospace
January 1986
British Aerospace invested $5 million in ES2.
SDA Systems
January 1986
ES2 signed a key marketing agreement with
Solomon Design Associates (SDA) Systems.
Under this agreement, ES2 will market SDA
design systems throughout Europe and will
also use them in a number o£ planned design
centers. SDA's Designer Edge series of EDA
systems will be installed in all ES2 design
center locations.
Texas
Instruments
Philips
December 1986
ES2 signed an agreement to ensure that Texas
Instruments and ES2 adopt a common approach
in their design methods for semicustom chips.
Texas Instruments has a similar agreement
with Philips, allowing the three companies
to offer a wide range of choice, with ES2
concentrating on very low-voliune products and
TI and Philips on larger volume.
Tektronix
March 1987
Tektronix and ES2 collaborated to make ES2's
ASIC library available on Tek's CAE2000
systems, with an interface called CADLINK-T.
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© 1988 Dataquest Incorporated September
European Silicon Structures
Philips
March 1988
Philips has agreed to adopt the proprietary
E-beam direct-write technology of ES2 for
high-voliune production of ASICs. Conversely/
ES2 has agreed to apply to the manufacture
of its own ASIC prototypes. Philips'
1.5-micron dual-layer metal CMOS process,
which together with Philips, it will take
down to 1.2 microns by the end of 1988.
COMPANY HIGHLIGHTS
December 1985
Six European companies invested $25 million, representing
39 percent of ES2.
January 1986
British Aerospace invested $5 million in ES2.
ES2 signed a key marketing agreement with Solomon Design
Associates (SDA) Systems. Under this agreement, ES2 will
market SDA design systems throughout Europe and will also
use them in a number of planned design centers. SDA's
Designer Edge series will be installed in all ES2 design
center locations.
April 1986
ES2 announced its first contract—a $60,000 deal with a
Belgian design center to supply two SOLO Electronic CAE
systems based on the Vlhitecbapel workstation and the Lattice
Logic compilation software tools.
June 1986
Two unique services offered by ES2 were announced. These are
the ability to design circuits at transistor level using SDA
software tools, and a standard cell optimized array service
that can take a customer all the way through the design
process, including route and place, to software simulation
for less than £20,000.
First Quarter
1986
ES2 received its first orders and made its first shipment,
with the shipments coming from the sale of software and
design services. The Company plans to have an ES2
proprietary software product that will represent the first
step toward the behavioral compiler by the second half of
1987. A complete behavioral compiler will be introduced one
year later. Expected worldwide sales for The Company are
$5 million in the first 12 months of operation.
February 1987
Gothic Crellon became an ASIC design broker for ES2. Gothic
Crellon will do introductory design work and will sell the
ES2 range of chip design tools.
© 1988 Dataquest Incorpwrated September
ESIS Volume m
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European Silicon Structures
March 1987
As a result of ES2's agreement with TI and Philips, the three
companies will offer accelerated prototyping services to
their European customers. ES2 has implemented System Cell
into the range of prototyping services that it offers.
April 1987
ES2 paid £1 million for Lattice Logic, a design software
company based in Edinburgh. Lattice will retain its
headquarters in Edinburgh but its operations will be
absorbed into ES2's silicon technology division.
July 1987
United Silicon Structures US2, a wholly owned subsidiary of
ES2, was launched at the Design Automation Show in Miami,
Florida. US2 has its headquarters in San Jose and offers
the full range of ES2 products to the U.S. market.
October 1987
ES2 opened for foundry business at Rousset, France. ES2
unveiled an enhanced set of ASIC design tools, its SOLO
1200, to coincide with the opening of the Rousset plant.
March 1988
ES2 announced that it is looking
by increasing the number of its
from seven to ten. It plans to
of the newcomers, which it will
Business Centers in Europe.
ESIS Volume HI
0001307
for a large cash injection
major corporate shareholders
raise $5 million from each
use to set up further
© 1988 Dataquest Incorporated September
Eurosil Electronic GmbH
BACKGROUND AND OVERVIEW
Eurosil Electronic GmbH (Eurosil) was formed in 1967 by Jean Hoemi, one of the
founders of Fairchild Semiconductor Corporation. Mr. Hoemi previously founded
Intersil, although apart from this link, the two companies remained independent. The
Company was taken over by the Diehl Groi^, the West German industrial and
commercial products company, in 1972.
Eurosil originally supplied integrated circuits for the watch, clock, and telecommionications industries. Subsequently, the Company e}q)anded into other consumer areas
including integrated circuits for hand-held, flat screen pocket games.
Early in 1982, United Technologies Corporation GJTC), the U.S. conglomerate,
through its Mostek subsidiary, and Telefunken Electronic GmbH, the West German
semiconductor company, bought the majority of the Eurosil equity from Diehl. Together
with the Diehl Group, they formed a new joint-venture company. The Diehl Group
retained 13 percent of the shares, with Mostek and Telefunken Electronic GmbH splitting
the remainder equally.
The agreement was for the new company to take over the activities and assets of
Diehl's Eurosil GmbH. The new joint venture would concentrate its activities in the
development, production, and marketing of customized integrated circuits and CAD
software services.
In mid-1986, UTC sold off its 49 percent stake in Eurosil Electronic, although it still
holds a 49 percent share in Telefunken Electronics GmbH. Telefunken Electronics GmbH
has raised its stake in Eurosil from 49 percent through UTC's disposal. Telefunken
Electronic GmbH now has obtained total management responsibility for the former joint
venture.
PRODUCTS AND MARKETS SERVED
Dataquest believes that Eurosil plans to concentrate its future product strategies on
the design, development, and production of VLSI components, particularly gate arrays.
OUTLOOK
Although Eurosil is now part of Telefunken Electronic GmbH, the Company
continues to make its presence felt in the merchant semiconductor market, as shown in
Tables 1 and 2.
ESIS Volume III
0002204
© 1989 Dataquest Incorporated January
Eurosil Electronic GmbH
Table 1
Eurosil Electronic GmbH
Estimated EunY>ean Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
Total Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
Total Discrete
Transistor
Diode
Thyristor
Other
1983
1M4
1985
199^
1997
$8
$10
$10
$14
$11
$8
0
8
0
$10
0
10
0
0
0
0
0
0
$10
0
10
0
0
0
0
0
0
$14
0
14
0
0
0
0
0
0
$11
0
11
0
0
0
0
0
0
0
0
0
0
0
Total Optoelectronic
Source:
Dataguest
January 1989
Table 2
Eurosil Electnmic GmbH
Estimated Worldwide Semioxiductor Revenue by Product Line
(Millions of U.S. Dollars)
Total Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
Total Discrete
Transistor
Diode
Thyristor
Other
2M1
1994
1995
2M&
1997
$15
$20
$21
$32
$25
$15
0
15
0
$20
0
20
0
21
0
21
0
$32
0
32
0
$25
0
25
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total Optoelectronic
Source:
© 1989 Dataquest Incorporated January
Dataguest
January 1989
ESIS Volume HI
0002204
Ferranti pic
BACKGROUND AND OVERVIEW
Ferranti pic, which was incorporated in 1905, has its origins In the business formed
by Sebastian Ziani de Ferranti in 1882 to manufacture the alternator invented
independently by himself and Sir William Thomson. Mr. de Ferranti's interest in the
electrical field led to subsequent inventions and the expansion of his business to include
the manufacture of alternators, meters, transformers, fuses, and switch gear.
The Company ran into financial difficulties in 1974, but was rescued by the
U.K. government through the National Enterprise Board (NEB) with a £15 million
investment. This investment gave the NEB 62.5 percent of the Company's equity. The
NEB holding subsequently was reduced to 50 percent in 1978 and was reduced again in
July 1980 when the majority of the NEB's holdings were placed with various financial
institutions in London and in Scotland. It was a condition of this placement that the
shares would not be traded for two years. The equity is held widely by financial
institutions and the public, with Ferranti family interests retaining a minority holding.
In 1977, Ferranti acquired Interdesign Inc., a Sunnyvale, California, compariy
founded in 1970 to provide application-specific integrated circuits (ASICs). This
complemented the ASIC gate array—uncommitted logic array (ULA)—activity already
firmly established by Ferranti in the United Kingdom since the 1970s. Interdesign is now
one of the leading U.S. manufacturers of integrated circuits.
In 1982, Ferranti joined forces with the Wheelock Marden Group of Hong Kong to
form a new company for the design and manufacture of ASICs for the Far East
electronics industry. The new company is called Ferranti Wheelock Microelectronics
Limited and is the first company in Hong Kong to offer such design and manufacturing
facilities.
In January 1984, as a result of its continuing success in ASICs, Ferranti completed
and opened a new wafer fabrication and assembly facility for integrated circuits in
Oldham. Manchester, the United Kingdom. This facility consists of 85,000 square feet of
production area and is capable of producing 7,000 4-inch wafers per week in the class
10 clean-room area. Also in early 1984, Ferranti bought TRW Control Corp. of Texas, to
broaden its market base in the United States.
In September 1987, Ferranti and International Signal and Control GSC) announced
that they were to merge.
In November 1987, Ferranti sold its semiconductor division to Plessey for
$49 million. Ferranti Semiconductor had assets valued at $64 million and worldwide
semiconductor revenue of $102 million for 1987. Ferranti employs 2,000 people in its
semiconductor operation.
ESIS Volume III
0000830
© 1988 Dataquest Incorporated September
Ferranti pic
Ferranti pic is currently divided into six main business areas:
•
Ferranti Defense Systems
•
Ferranti Industrial Electronics
•
Ferranti Computer Systems
•
Ferranti Electronics
•
Ferranti Instrumentation
•
Ferranti Other Activities
-
Ferranti GTE
-
Ferranti Engineering
Ferranti Venus Scientific
As shown in Table 1, Dataquest estimates that Ferranti's European semiconductor
revenue in 1987 was $67 million; worldwide revenue was an estimated $102 million, as
shown in Table 2.
© 1988 Dataquest Incorporated September
ESIS Volume m
0000830
Ferranti pic
Table 1
Ferranti pic
Estimated £ur(^>ean Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1994
199?
1986
1-997
$67
$65
$66
$67
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$52
26
8
18
$50
28
4
18
$52
29
4
19
$51
26
4
21
Total Discrete
Transistor
Diode
Thyristor
Other
$15
8
7
0
0
$15
8
7
0
0
$14
5
9
0
0
$16
6
10
0
Total Semiconductor
Total Optoelectronic
Source:
ESIS Volume HI
0000830
Dataquest
September 1988
© 1988 Dataquest Incorporated September
Ferranti pic
Table 2
Ferranti pic
Estimated Worldwide Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1994
1995
199^
1987
$105
$98
$95
$102
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$ 85
46
12
27
$78
49
6
23
$78
43
11
24
$ 80
37
12
31
Total Discrete
Transistor
Diode
Thyristor
Other
$ 20
11
9
0
0
$20
11
9
0
0
$17
8
9
0
0
$22
9
13
0
0
Total Semiconductor
Total Optoelectronic
Source:
Dataquest
September 1988
OUTLOOK
Dataquest believes that acquiring Ferranti clearly is a step in the right direction for
Plessey. The purchase of Ferranti will help Plessey considerably in its efforts to
penetrate European and North American markets. Ferranti has a markedly higher
marketing profile in North America than Plessey. The increased revenue will help
support Plessey's R&D activities in the ASIC product range. Plessey will also benefit
from Ferranti's technology and existing customer base.
The emerging company looks decidedly ASIC in nature. But a closer inspection
shows that the useful technology that Ferranti brings to Plessey is its mixed
analog/digital expertise. The resulting ASIC capability would be enhanced with a core
CPU and high-density memory cells. This may well lead Plessey to look for other
acquisitions, and with $389 million in cash in the bank, there may be more expansion in
the pipeline.
Tables 3 and 4 show Dataquest's estimate of Plessey and Ferranti's 1987 European
and worldwide semiconductor revenue.
© 1988 Dataquest Incorporated September
ESIS Volume HI
0000830
Ferranti pic
Table 3
Plessey and Ferranti
Estimated 1987 Eur<Y>ean Semiconductor Revenue
(Millions of U.S. Dollars)
Total Semiconductor
Total Integrated Circuit
Bipolar
MOS
Linear
Total Discrete
Transistor
Diode
Thyristor
Other
Total Optoelectronic
Plessey
Ferranti
Pleissey/Ferranti
$84
$67
$151
$69
15
31
23
$51
26
4
21
$120
0
0
0
0
0
$16
6
10
0
0
$ 16
41
35
44
6
10
0
0
$15
$ 15
Source:
ESIS Volume UI
0000830
© 1988 Dataquest Incorporated September
Dataquest
September 1988
Ferranti pic
Table 4
Plessey and Ferranti
Estimated 1987 Worldwide Semiconductor Revenue
(Millions of U.S. Dollars)
Total Semiconductor
Total Integrated Circuit
Bipolar
MOS
Linear
Total Discrete
Transistor
Diode
Thyristor
Other
Total Optoelectronic
Plessey
Ferranti
Pl9$isey/Ferranti
$120
$102
$222
$103
31
39
33
$ 80
37
12
31
$183
68
51
64
0
$ 22
9
13
0
0
$ 22
9
13
0
0
0
0
0
$ 17
$ 17
Source:
© 1988 Dataquest Incorporated September
Dataquest
September 1988
ESIS Volume HI
0000830
Company Backgrounder by Dataquest
Fujitsu Limited
6-1, Marunouchi 1-chome
Chiyoda-ku, Tokyo 100, Japan
Telephone: 03-3216-3211
Fax: 03-3216-9365
Dun's Number: 08-292-1644
Date Founded: 1935
CORPORATE STRATEGIC DIRECTION
Fujitsu Limited, founded in 1935 as a spin-off of the
Communications Division of Fuji Electric Company
Ltd., is a multinational Japanese firm. Fujitsu designs,
manufactures, and markets computers and information processing systems, telecommunications equipment, and electronic devices. To organize and unify
such a diverse product offering, Fujitsu has segmented its corporate structure into the abovementioned main divisions, as well as a category
called "Other Operations," which includes electronic
products such as car stereos, CD players, and digital
audiotape players.
Although worldwide economic growth was slower
than expected because of the Gulf War and a slowdown in U.S. and European economies, Fujitsu
experienced a significant growth in btisiness. The
company had an increase of almost 18 percent in
total revenue fi-om $17.8 billion* in fiscal year 1990
to $21.0 billion in fiscal 1991. To achieve this
growth, Fujitsu, as a total systems suppUer, endeavored to offer a wide range of products from largescale systems to personal equipment
Almost 70 percent of Fujitsu's revenue was derived
fi-om the Computers and Infonnation Processing Systems Division. The greatest focus in this division was
on M Series general-purpose computers, UNIX open
systems, and advanced value-added software services.
Also showing considerable growth was the demand
for office machines and personal equipment
In the telecommunications field, Fujitsu supplied
synchronous digital hierarchy (SDH) equipment to
Nippon Telegraph and Telephone Corporation ( N i l )
in Japan and pioneered synchronous optical transmission (SONET) systems in the United States. In addition, the optical submarine cable system between the
*A11 dollar amounts are in U.S. dollars.
0012369
United Kingdom and Germany came nearer to completion, while the system between Japan and the
United States went into operation.
Since the 1Mb DRAM market remained depressed in
the world marke^lace, business in electronic devices
was difficult Fujitsu, however, expanded the sales
of its products in ASICs, microprocessors, and
compoimd semiconductors.
According to Fujitsu, significant changes are occurring in the industry in downsizing, networks, and
open systems. The company believes that these
changes will define the technology that will be developed in the 1990s. Although downsizing has reduced
their size and weight, products are being created with
greater power and performance.
Fujitsu has continued to develop products that
directly support Intematioiud Service Digital Network
(ISDN) and to offer Corporate Information Network
System (COINS), which can be tailored to meet
individual company needs. In addition, Fujitsu
announced Multi-environment Information Systems
Solution by Domain Concept (MISSION/DC), a
domain-based mainframe concept diat gives users
the flexibility necessary to structure the systems
they need. Fujitsu also announced a new
approach to netwodc system construction tliat offers
a user-friendly connection to Fujitsu mainframes
from workstations and PCs. This product is called
MESSAGE 90s.
In the field of open systems, Fujitsu is promoting
worldwide standardization of the UNIX operating
system across industries, offering a full lineup of
UNIX products from workstations to supercomputers.
The company also developed the first operating system for mainframes and supercomputers to use UNIX
System V Release 4. Other computers across the
©1991 Dataquest Incorporated December—^Reproduction Prohibited
Fujitsu Limited
Fujitsu product line will be developed to run under
this operating system.
In 1990, Fujitsu took a major step toward increasing
its global presence by acquiring an 80 percent share
in ICL pic, a computer unit of STC pic In January
1991, as the first joiM project between the two companies, Fujitsu began the marketing of DS/90 UNIX
server systems, developed by ICL and distributed
through Fujitsu's overseas marketing network.
Research and development costs were 11,1 percent
of revenue in fiscal 1991. Hiis increase represents
$2.3 billion as compared to $2.1 billion for 1990.
R&D continues to be an important part of Fujitsu's
future strategy. During fiscal 1991, the R&D fiinds
were used to maintain the company's position as a
pioneer in the competitive field of electronics. Future
R&D products produced by Fujitsu will be more
powerfiil and targeted at customer networks, especially at the low end such as hand-held PCs and
cellular telephones.
More detailed infoimation is available in Tables 1 and
2, which appear after "Business Segment Strategic
Direction" and present corporate highfights and revenue by region. Tnfnrmatinn on revenue by distribution channel is not available. Tables 3 through 7, at
the end of this backgrounder, present comprehensive
financial infomiadoiL
BUSINESS SEGMENT STRATEGIC
DIRECTION
Computers and Data Processing
The Computers and Information Processing Systems
Division's net sales increased approximately 23.1 percent to $14.6 billion in fiscal 1991, accounting for
69 percent of the company's total net sales. This
increase was mainly due to weU-received mainframe
systems, including the new M-1800 group of verylarge-scale general-purpose computers, and to the
strong performance of office machines and personal
equipment in the domestic market, as well as the
contribution of ICL.
Computer
Systems
Within the computer systems product line, Fujitsu
offers products from supercomputers to generalpurpose computers. In August 1991, Fujitsu
'introduced two new models of the VP2000 Series
supercomputers. The new systems, the VP2400/40
and VP2200/40, feature a four-scalar processor, twovector processor configuration, which enables
enhanced high-speed program processing,
In September 1990, Fujitsu annoimced the M-1800
Model Group of large-scale computers, which consists of five models. This was the first product
introduction within the framework of MISSION/DC.
Fujitsu plans to have the MISSION/DC be a major
influence on its future product introductions.
According to Dataquest, in the worldwide business
supercomputer market, Fujitsu ranks first with a
56.03 percent market share for 1990; in the worldwide technical supercomputer market, it ranks fourth
with a 9.39 percent market share. In the worldwide
business mainfiame market, Fujitsu ranks fourth, with
a 5.01 percent market share. In the worldwide
technical mainframe market, it also ranks fourth
with a 7.44 percent market share. Finally, in
the worldwide business midrange market, Fujitsu
ranks fifth with 5.56 percent of the market share.
Office Automation
Within the ofi&ce automation product line, Fujitsu
ofifers small business computers, workstations, word
processors, and personal computers, including business, hyperaiedia, desktop, portable, and laptop. In
the worldwide personal computer market, including
desktop, portable, laptop, and notebooks, Fujitsu had
less than 1 percent of the market share in each of
these categories.
VAN Services
^ t h i n the VAN services product line, Fujitsu offers
industry VANs, local VANs, corporate VANs, and
personal communications services. During fiscal
1991, Fujitsu expanded the FENICS VAN service
network, enhanced database services, and started
FENICS-INS packet-switehed services. To respond to
the expansion of international VAN services in Asia,
Fujitsu started a data switehing service between Japan
and Singapore. In addition, the NUTY-Serve personal
computer commimications service was expanded to
include English-to-Japanese machine translation,
electronic niail, facsimile, and other services. As of
March 31, 1991, this service has more than 260,000
subscribers.
Computer Storage
Fujitsu built its reputation in the rigid disk drive
market with solutions for high-end computers. The
©1991 Dataquest Incorporated December—^Reproduction Prohibited
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Fujitsu Limited
company produces rigid dislc drives in a variety
of sizes from 2.5-inch to 14-inch. According to
Dataquest, during 1990 Fujitsu ranked eighth in the
worldwide overall total rigid disk drive market with a
2.9 percent market share. In the 8- to 14-inch worldwide rigid disk drive maiket, it ranked fourth with
a 13.8 percent market share.
and the C-NAP n/CASE technical support tool
for analyzing system requirements. Also, to
expand the computer-integrated manufacturing business, the company started consulting and basic
planning services to support system structuring in
the fields of production and product distribution.
In September 1990, Fujitsu announced the M2671P,
an 8-inch disk drive that provides 2.6GB of storage
and o&as a data transfer rate of 4.78 MB/sec. and
a seek time of less than 12ms.
Telecommunications
ID September 1991, Fujitsu introduced a line of h i ^ capacity, low-profile, 2.5-inch rigid disk drives. This
product line consists of three disk drives all backed
by a 150,000 hour mean time between failures rating,
a comprehensive warranty program, and capacities of
45MB, 67MB, and 90MB. All four drives feahne an
average seek time of 18ms, burst data transfer rates of
up to 6 MB/sec, and an average latency of 8.3ins.
Fujitsu also produces tape drives in 1/2-inch reelto-reel, start-stop, and streaming. During calendar
1990, according to Dataquest, Fujitsu ranked
fourth in the 1/2-inch worldwide tape drive
market with a 9.0 percent market share. It also
ranked fifth in the 1/2-inch worldwide reel-to-reel
worldwide t^)e drive market with a 7.3 percent
market share.
Electronic Printers
The company manufactures and markets lineimpacted, fully formed printers, serial impact dot
matrix printers, baud printers, and laser printers.
According to Dataquest, during 1990 the company
had less than 1 percent of the total worldwide printer
market.
The Telecommunications Division's product line is
ISDN systems, COINS, mobUe communication,
switching systems, and transmission systems. In fiscal
1991, the division recorded net sales of $3.1 billion,
an increase of approximately 13 percent over fiscal
1990. Net sales of the division accounted for
15 percent of total net sales.
ISDN
NTT's new ISDN service INS net 64/1500 is achieving acceptance, and many users are applying the
network to fit their applications. In fiscal 1991, the
packet communications mode in INS net was
approved and the new INS-P service was started. In
addition, demand increased for the ISDN-compatible
systems, which support the entire scope of these
ISDN services.
COINS
COINS is a corporate information network system
that is receiving significant interest from companies
as a multimedia network with excellent economy and
extendability. It integrates data, voice, and images. By
die end of March 1991, Fujitsu had strengthened
COINS to implement ISDN communications forms
by adding 1.5Mb line-switcMng and packet-switching
functions to conventional private ISDN functions.
Mobile
Software
Within the software product line, Fujitsu offers operating system software, application software, translation support systems, and architectures. In May 1991,
MESSAGE 90s was introduced as a new approach to
system construcdotL Its function is to help organizations process infoimation effectively and set up systems quickly through linked software products, l i i s
product line allows the use of hardware and software
from other vendors to be used in Fujitsu systems. For
example, NEC or IBM PCs can run LOTUS 1-2-3
seamlessly in a Fujitsu-based network.
During fiscal 1991, Fujitsu strengthened System
Development Architecture and Support ^cilities, with
the SDEM90 standard method of system development
0012369
Communication
Demand increased sharply for small, lightweight cellular telephones in the field of mobile communication. NTT is promoting development of very small
and lightweight cellular telephones, Fujitsu is
participating in this development under contract with
NTT. In the U.S. cellular telephone handset mariiiet,
Fujitsu ranked sixdi with a 7.2 percent market share.
Switching
Systems
Within the switching systems product line, Fujitsu
offers central office switching systems and digital
PBX switching systems. During fiscal 1991, Fujitsu
developed and delivered a prototype of the nextgeneration node system for the D-70. For digital
PBXs, the company added appUcation packages to
©1991 Dataquest Incorporated December—Reproduction Prohibited
Fujitsu Limited
the series. Fujitsu also released the cost-effective
E-lOO Series of information switching systems. In the
U.S. PBX systems market, with 1,000 plus lines
(new), Fujitsu ranked sixth with a 2.5 percent
maiket share. In die 101 to 400 lines (new) segment, the company ranked eighth with a market
share of 2.5 percent.
a gate delay of 0.5ns and contain up to 14,000 gates.
The remaining eight feature a gate delay of 0.35ns
and contain up to 102,0(X) gates. In the worldwide
total ASIC market, Fujitsu ranked number one
with a market share of 13.0 percent
Compound
Transmission
Systems
Within the transmission systems product line, Fujitsu
offers digital commtmications equipment and earth
station systems for satellite communication. The company implemented SDH, an international standard
that will open conununicadons environments and
enable ISDN and other new services to be used
more ef&dently. In Japan, NTT is actively promoting the conversion to SDH, while Fujitsu is delivering many transmission systems and radio
equipment that comply with SDH.
Semiconductors
During fiscal 1991, the compotmd semiconductor
market developed a strong demand for low-noise high
electron mobility transistors (HEMTs) for satellite
broadcasting receivers. Fujitsu developed and
released a super HEMT that can capture very weak
signals because of dramatic improvements in gain and
signal-to-noise ratio. Fujitsu also developed and
released a GaAs gate array that features high-speed,
large-scale integration and low power consimiption.
To respond to future increases in demand for HEMTs,
GaAs FETs, and GaAs ICs, Fujitsu constructed
a plant targeted for GaAs products.
Electronic Devices
The Electronic Devices Division includes IC memories, ASICs, compotmd semiconductors, and other
electronic devices. Dataquest estimates ^ t Fujitsu
ranked sixth in the worldwide semiconductor market,
with 4.9 percent of the market share and revenue
totaling $2.9 billion during calendar year 1990. This
includes captive sales, which are excluded from the
Electronic Devices Division's sales, as reported in the
annual report Net sales within this division decreased
by 1.0 percent from $2.49 billion to $2.47 billion.
llie division accounted for 12.0 percent of total net
sales. The semiconductor product line can be segmented into IC memories (MOS and bipolar technology), ASICs (MOS and bipolar technology), largescale integrations (LSIs), and electronic components.
Other Electronic Devices
In fiscal 1991, in response to rising use in home
electrical appliances, telephones, and office machines,
Fujitsu added apphcation specific microcontrollers to
its market offerings. Fujitsu also developed a 16-bit
microcontroller that performs fuU 16-bit processing
with an instruction cycle of 100ns. In addition, significant releases included a 16-inch plasma display with a resolution of 1280 x 1024 pixels and
a membrane keyboard with a small foo^nint and
low profile.
Other Operations
IC Memories
In fiscal 1991, Fujitsu increased its production of
4Mb DRAMs. The company also started delivering
samples of 16Mb DRAMs, which will be the next
generation of computer memory. In February 1991,
Fujitsu announced a prototype of a 64Mb DRAM that
uses new photo lithography expostire technology.
This new technology will make mass production possible. Also, in February 1991, Fujitsu annotmced the
4Mb BiCMOS ECL SRAM, with an access time of
7ns.
Other operations range from products such as
car stereos to automatic vehicle monitors. Although in fiscal 1991, this division accounted for
only 4 percent of total net sales, it increased
approximately 16 percent to $885.
Further Information
For further information pertaining to the company's
business segments, please contact the appropriate
Dataquest industry service.
ASICs
In fiscal 1991, demand rose for faster and larger-scale
CMOS gate arrays. To meet this demand, Fujitsu
released 15 new products, 7 of which feature
©1991 Dataquest Incorporated December—Reproduction Prohibited
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Fujitsu Limited
Table 1
Five-Year Corporate Highlights (MiUions of U.S. Dollars)
1987
1988
1989
1990
1991
11,218
46.71
14,830
32.19
18,616
25.53
17,839
(4.17)
21,043
17.96
Capital Expenditure
Percent of Revenue
814
7.25
1,209
8.16
1,825
9.81
2,105
11.80
2,231
10.60
R&D Expenditure
Percent of Revenue
1,043
9.30
1,378
9.29
1,925
10.34
2,093
11.73
2,336
11.10
Number of Employees
Revenue ($K)/Employee
89,293
126
94,825
156
104,503
178
115,000
155
145,000
145
Net Income
Percent Change
135
(23.00)
305
125.24
545
78.74
607
11.29
585
(3.55)
Exchange Rate (U.S.$1=^
159.51
138.02
128.25
142.93
141.21
Five-Year Revenue
Percent Change
1991 Fiscal Year
Qi
Q2
Q3
Q4
Quarterly Revenue
Quarterly Profit
NA
NA
NA
NA
NA
NA
NA
NA
Source: Fujitsu Uonited
Ammal Reports
Dataquest (December 1991)
NA = Not available
Table 2
Revenue by Geographic Region (Percent)
Region
Japan
International
1987
78.06
21.94
1988
77.89
22.11
1989
77.87
22.13
1990
76.13
23.87
1991
75.17
24.83
Somce: Fujitsu T imUlvt
Ammal Reports
Dataquest (December 1991)
0012369
©1991 Dataquest Incorporated December—Reproduction Prohibited
Fujitsu Limited
1991 SALES OFFICE LOCATIONS
North America—^3
Europe—4
Asia^'acific—90
Japan—82
ROW—3
MANUFACTURING LOCATIONS
North America
Fujitsu America
Communications and information processing
equipment, development of software
Fujitsu Business Communications Systems
Communications equipment
Fujitsu Microelectronics
Semiconductor devices
InteUistor Inc.
Development of information processing equipment
Europe
Fujitsu Espana (Spain)
Communications and information processing
equipment
Fujitsu Microelectronics (Ireland)
Semiconductor devices
Fujitsu Microelectronics (United Kingdom)
Development of ASICs
Asia/Pacific
FKL-Dongwa (South Korea)
Magnetic floppy disk drive heads
Fuji Electrochemical (Japan)
Ferrites, electronic equipment, dry batteries
Fuji Facom (Japan)
Development of computer systems for control
Fujitsu (Singapore)
Electronic parts (digital switching systems)
Fujitsu Australia (Australia)
Digital key telephones, digital PBXs
Fujitsu Automation (Japan)
Automation equipment
Fujitsu Buhin (Japan)
Electronic parts
«
Fujitsu Component (Malaysia)
Electronic parts (relays, keyboards, connectors)
Fujitsu Computer Technology (Japan)
Development of LSIs, software for infonnation
processing equipment
Fujitsu Denso (Japan)
Communications/electronic equipment
Fujitsu General (Japan)
Home electric appliances, communications
equipment, data processing equipment
Fujitsu Isotec (Japan)
Printers
Fujitsu Kasei (Japan)
Plastic products for communications equipment
Fujitsu Kiden (Japan)
Data processing equipment, indicators, molds
Fujitsu Microelectronics Asia (Singapore)
Semiconductor devices
Fujitsu Microelectronics (Malaysia)
Semiconductor devices
Fujitsu Miyagi Electronics (Japan)
Semiconductor devices
Fujitsu Peripherals (Japan)
Peripherids
Fujitsu TEN (Japan)
Car radios, stereos
Fujitsu Thailand (Thailand)
Magnetic disk drive heads, magnetic heads for
printers
Fujitsu Tohoku Electronics (Japan)
Semiconductor devices
Fujitsu VLSI (Japan)
Development of semiconductor devices
Fujitsu Yamanashi Electronics (Japan)
Semiconductor devices
Hasegawa Electric (Japan)
Communications equipment
Kjrushu Fujitsu Electronics (Japan)
Semiconductor devices
Nihon Dengyon (Japan)
Radio and digital communications equipment
PFU Ltd. (Japan)
Microcomputers, peripherals
Shinano Fujitsu (Japan)
Electronic parts
Shinko Electric Industries (Japan)
Semiconductor parts
Takamisawa Electric (Japan)
Switching systems, parts
Towa Electron (Japan)
Capacitors, hybrid ICs
Yamagata Fujitsu (Japan)
Magnetic disk drives
©1991 Dataquest Incorporated December—^Reproduction Prohibited
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Fujitsu Limited
SUBSIDIARIES
North America
Fujitsu America Inc. (United States)
Fujitsu Business Communications Systems Inc.
(United States)
Fujitsu Canada Inc. (Canada)
Fujitsu Component of America Inc. (United States)
Fujitsu Computer Packaging Technologies Inc.
(United States)
Fujitsu Computer Products of America Inc. (United
States)
Fujitsu Customer Service of America Inc. (United
States)
Fujitsu Imaging Systems of America Inc. (United
States)
Fujitsu Microelectronics Inc. (United States)
Fujitsu Network Switching of America Inc. (United
States)
Fujitsu Network Transmission Systems Inc. (United
States)
Fujitsu Systems of America Inc. (United States)
Fujitsu Systems Business of America Inc. (United
States)
Intellistor Inc. (United States)
Poqet Computer Corp. (United States)
Europe
Fujitsu Deutschland GmbH (Germany)
Fujitsu Espana S.A. (Spain)
Fujitsu Europe Ltd. (England)
Fujitsu Europe Telecom R&D Centre Limited (United
Kingdom)
Fujitsu Finance (U.K.) pic (United Kingdom)
Fujitsu International Finance (Netherlands) B.V.
(Netherlands)
Fujitsu Italia S.p.A. (Italy)
Fujitsu Microelectronics Ireland Ltd. (Ireland)
Fujitsu Microelectronics Italia Sxl. (Italy)
Fujitsu Microelectronics Ltd. (England)
Fujitsu Mikroelektronik GmbH (Germany)
Fujitsu Nordic AB (Sweden)
Fulcrum Communications Limited (United Kingdom)
AsialPacific
Beijing Fujitsu Systems Ltd. (China)
Fuji Electrochemical Co. Ltd. (Japan)
Fujitsu Advanced Printing and Publishing Co. Ltd.
(Japan)
0012369
Fujitsu Aichi Engineering Limited (Japan)
Fujitsu Australia Ltd. (Australia)
Fujitsu Australia Software Technology Pty. Ltd.
(Australia)
Fujitsu Australia Wholesale Pty. Ltd. (Australia)
Fujitsu Automation Limited (Japan)
Fujitsu Basic Software Corporation (Japan)
Rijitsu Business Systems (Japan) Ltd. (Japan)
Fujitsu Communications Systems (Japan)
Fujitsu Component (Malaysia) Sdn. Bhd. (Malaysia)
Fujitsu Computer Technologies (Japan)
Fujitsu Dai-ichi Commimication Software Limited
(Japan)
Fujitsu Dai-ichi System Engineering Limited (Japan)
Fujitsu Denso Ltd. (Japan)
Fujitsu Devices Inc. (Japan)
Fujitsu Digital Technology Limited (Japan)
Fujitsu Distribution Systems Engineering Limited
(Japan)
Fujitsu Documents Service Limited (Japan)
Fujitsu Electronics (Singapore) Pte. Ltd. (Singapore)
Fujitsu FACOM Infonnation Processing Coiporation
(Japan)
Fujitsu Financial Information Systems Limited
(Japan)
Fujitsu Fudosan Ltd. (Japan)
Fujitsu Hong Kong Lfal. (Hong Kong)
Fujitsu Isotec Limited (Japan)
Fujitsu Kansai Communication Systems Limited
(Japan)
Fujitsu Kansai System Engineering Limited (Japan)
Fujitsu Kasei Ltd. (Japan)
Fujitsu Keihin Systems Engineering Limited (Japan)
Fujitsu Kiden Ltd. (Japan)
Fujitsu Korea Ltd, (Korea)
Fujitsu Kosan Limited (Japan)
Fujitsu Kyushu Communication Systems Limited
(Japan)
Fujitsu Kyushu Systems Engineering Ltd. (Japan)
Fujitsu Laboratories Ltd. (Japan)
Fujitsu Lease (Japan)
Fujitsu Logistics Limited (Japan)
Fujitsu Microelectronics Asia Pte. Ltd. (Singapore)
Fujitsu Microelectronics (Malaysia) Sdn. Bhd.
(Malaysia)
Fujitsu Microelectronics PacijBc Asia Ltd. (Hong
Kong)
Fujitsu Minami-Kyushu Systems Engineering Limited
(Japan)
Fujitsu Miyagi Electronics Ltd. (Japan)
Fujitsu Nagano Systems Engineering Limited (Japan)
Fujitsu Network Engineering Limited (Japan)
Fujitsu New Zealand Holdings Ltd. (New Zealand)
Fujitsu New Zealand Ltd. (New Zealand)
Fujitsu OA Limited (Japan)
Fujitsu Office Machines Limited (Japan)
©1991 Dataquest Incorporated December—Reproduction Prohibited
Fujitsu Limited
Fujitsu Oita Software Laboratories Limited (Japan)
Fujitsu Peripherals Limited (Japan)
Fujitsu Program Laboratories Limited (Japan)
Fujitsu Shikoku Infortcc Limited (Japan)
Fujitsu Sbizuoka Engineering Limited (Japan)
Fujitsu (Singapore) Pte. Ltd. (Singapore)
Fujitsu Simer Limited (Japan)
Fujitsu Social Science Laboratory Limited (Japan)
Fujitsu Social Systems Engineering Limited (Japan)
Fujitsu Supplies Limited (Japan)
Fujitsu System Integration Laboratories Ltd. (Japan)
Fujitsu Systems Constructiou (Japan)
Fujitsu Systems Consulting (Japan)
Fujitsu Technosystems Limited (Japan)
Fujitsu TEN Limited (Japan)
Fujitsu (Thailand) Co. Ltd (Thailand)
Fujitsu Tohoku Electronics Ltd. (Japan)
Fujitsu Tohoku Systems Engineering Limited (Japan)
Fujitsu Tokia Systems Engineering Limited (Japan)
Fujitsu Trading Ltd. (Japan)
Fujitsu "VLSI Limited (Japan)
Fujitsu Quantum Devices Ltd. (Japan)
Gunma Fujitsu limited (Japan)
Hasegawa Electric Co. Ltd. (Japan)
Ishikawa Fujitsu Software Limited (Japan)
Iwaka Densi Ltd. (Japan)
Kyushu Fujitsu Electronics Ltd. (Japan)
Nihon Dengyo Limited (Japan)
Okinawa Fujitsu Systems Engineering Limited
(Japan)
PFU Limited (Japan)
SMmane Fujitsu (Japan)
Shinano Fujitsu Ltd. (Japan)
Shin-Etsu Fujitsu (Japan)
Shinko Electric Industries Co. Ltd. (Japan)
Ten Orikyo Ltd. (Japan)
Totalizator Engineering Limited (Japan)
Toyama Fujitsu (Japan)
Yamagata Fujitsu Limited (Japan)
Yonago Fujitsu (Japan)
ROW
Fujitsu de BrasU Limitada (Brazil)
Fujitsu Vitonia Computadores e Services Ltda
(Brazil)
ALLIANCES, J O I N T VENTURES, AND
LICENSING A G R E E M E N T S
1991
EPWING Consortium
The EPWING Consortium was created with Sony
t
Corporation and several publishing houses to
establish a standard for CD-ROM electronic books.
Hitachi Ltd., Sony Corporation, Texas Instruments Japan Ltd.
Fujitsu Ltd., Hitachi Ltd., Sony Corporation, and
Texas Instruments Japan Ltd. signed an agreement
to codevelop the MUSE decoder integrated circuits. MUSE is the standard high-definition television format in JapaiL The cooperative efforts by
the four companies is expected to accelerate the
development of a small, low-cost, next generation
MUSE decoder.
Texas Instruments
Fujitsu and Texas Instruments signed a five-year
global semiconductor patent cross-licensing agreement The deal encompasses most of the semiconductor patents by the two firms except the Texas
Instruments Kilby patent
Cadence Design Systems
Cadence Design Systems and Fujitsu have signed a
joint development agreement to produce ASIC
software tools.
Quotient pic
Quotient pic and Fujitsu signed a joint development agreement to produce financial software
systems.
KBS2 Corp.
KBS2 Corp. and Fujitsu signed a joint development agreement to develop crashworthiness
software.
Rodime pic
Rodime pic entered into a nonexclusive royaltyfree patent cross-licensing agreement with Fujitsu
Ltd. The agreement is for the use of Rodime
patents that apply to 3.S-inch drives.
Cincom Systems
Cincom Systems and Fujitsu will combine business efforts in the Canadian market to offer highperformance software.
McDonnell Douglas Information Systems International (MDISI)
MDISI and Fujitsu have made an agreeement to
port the PRO-rV 4GL software package developed
by MDISI to Fujitsu's K Series office computers.
The two firms wiU then market the software.
1990
Novell K.K.
A joint marketing venture to sell Netware products
in Japan was formed with Novell and six partners,
Fujitsu being one of them.
©1991 Dataquest Incorporated December—^Reproduction Prohibited
00123S9
Fujitsu Limited
Isuzu
The two companies have formed an automotive
electronics venture and currently are attempting to
get General Motors to join.
Matsushita Electric Industrial
The two companies plan to strengthen their business relationship by mutually supplying their computers on an OEM basis. Fujitsu wiU supply Matsushita with its high-end laptop and desktop 32-bit
PCs; Matsushita will supply Fujitsu with die M550
and M600 series of 32-bit desktop personal computers.
Poqet Computer
Fujitsu will produce and market Poqet Computer's
pocket-size conqjuter under hcense, Fujitsu's stake
in Poqet Computer has grown gradually over the
last two years because of mutual agreement and
investments into R&D and manufacture of Poqet's
product lineup.
Nokia Data Systems Oy
An agreement has been made whereby Nokia will
act as an OEM of digital PBX systems (die F-620
and F-640) for Fujitsu.
Matsushita Electric Industrial
The two companies plan to strengthen their business relationship by mumaUy supplying their computers on an OEM basis.
UNIX International
Fujitsu has joined a new marketing group comprising 21 other high-tech companies. The group wUl
promote UNIX's System V release 4 and furdier
standard developments.
Molecular Design Ltd. and IBM
Fujitsu has formed a relationship with the two
con^anies to ensure that Molecular Design software for managing and communicating scientific
information will run on their computers.
Mitsui Bank Research Institute
The two companies have agreed to establish a
system consulting service.
MEDIAGENIC
MEDIAGENIC has agreed to develop entertainment software for the Fujitsu FM TOWNS.
Daisy/Cadnetix Inc.
The companies jointiy produced an ASIC design
kit developed for the DAZIX design environment
on the Sun-4 family of workstations running on
UNIX.
Vitesse Semiconductor Corporation
The companies have entered into an alternate
sotu°ce agreement with regard to Vitesse's Fury
gallium arsenide (GaAs) VLSI gate-array family.
0012369
1989
Japan Tobacco Inc.
Fujitsu formed a tie-up agreement with Japan
Tobacco whereby Fujitsu will market two of Japan
Tobacco's software modules.
The Australian National University in Canberra
The two organizations signed an R&D agreement
for two three-year projects. One project is to
develop a small image processing system; the other
is to develop software for parallel processors.
Vitesse Semiconductor
The two companies agreed to jointiy develop
GaAs gate arrays.
Southern New England Telecommunications
Systems
Southern New England Telecommunications
agreed to market Fujitsu's ISDN telecommtmications equipment in the United States on an exclusive basis. The list of products includes digital
telephones and terminal adapters.
NTT Data Communications Systems
The two companies will jointiy market their
respective logic chip design software products as a
total CAE design system.
Sony Corporation
The two companies jointiy developed a trial common rule to develop CD-ROM XA software for
their personal computers.
BeU Atlantic Optical Network (SONET)
Fujitsu agreed to sell Bell Atlantic's transmission
products under a two-year, $2 million contract
Fujitsu wiU provide its FLM 50/150 Fiber LOOP
Multiplexer for deployment in Bell Atlantic areas.
Poqet Computer Corporate
An agreement provides Poqet with funding and
credit guarantees; the companies made a cooperative technology agreement allowing for mutual
adaptation of technologies and joint development
of new technology.
Sun Microsystems Inc.
Sun and Fujitsu will jointiy develop a high-speed
RISC chip.
1988
Telecom Australia
Telecom Australia agreed to sell Fujitsu's digital
PBXs in Australia; the companies established
a sales joint-venture, Information Switching
Technology.
©1991 Dataquest Incorporated December—Reproduction Prohibited
Fujitsu Limited
Daisy Systems
Fujitsu's FAME was made available on Daisy's
Advansys Series of CAD/CAE systems.
Hitachi Ltd.
The two companies agreed to cooperate on the
development of a 32-bit MPU and peripheral LSI
family based on TRON architecture.
ICL pic
Fujitsu purchased 80 percent of ICL, a subsidiary
of STC pic. The merger increases Fujitsu's global
presence and makes it the second largest computer
manufacturer in the world.
KEY OFFICERS
M E R G E R S AND ACQUISITIONS
Fulcrum Communications Ltd.
British Telecommunications pic sold the manufacturing division of Fulcrum Communications to
Fujitsu Ltd. but will retain a 25.1 percent interest
in the new company. The company makes and
markets pubUc switched telephone network equipment such as call monitoring and logging products,
call queueing, exchange monitoring, and fiberoptic tools.
Nokia Data
Nokia Data, which is one of Europe's largest
computer companies, was purchased by ICL Ltd.
(80 percent owned by Fujitsu). ICL Ltd.
will pay $402.3 miUion for the company and
will assume about $174.9 million of Nokia's
debt. Nokia's parent corporation, Nokia Corporation, wUl receive a 5 percent stake in ICL Ltd.
Poqet Computer Corporation
Fujitsu increased its stake to 85 percent in Poqet
Computer Corporation for $37 milUon. In 1988,
Fujitsu had purchased a 28 percent equity stake in
the firm. Fujitsu has been working with Poqet
Computer to develop Japanese versions of pocket
computers.
Softway
Fujitsu acquired a 40 percent interest in Softway,
an Australian software company. Both companies
will collaborate on UNIX systems development
Continental Venture Capital, Softway, and Techway staff also hold a 20 percent interest in the
company.
Hal Computer Systems Inc.
Fujitsu Ltd. acquired a 44 percent interest totaling
$40.2 million in Hal Computer Systems. The company is developing a family of high-performance
open systems based on the SPARC architecture
and UNIX System V Release 4.
10
Takuma Yamamoto
Chairman and representative director
Matami Yasufuku
Vice chairman and representative director
Tadashl Sekizawa
President and representative director
Kazuo Watanabe
Vice president and representative director
Mikio Ohtsuki
Executive vice president
Motojiro Shiromizu
Executive director
Mamoru Mitsugi
Executive director
Tokio Tatsuta
Executive director
Eigo Kato
Executive director
Matsuro Umezu
Executive director
Ryoichi Sugioka
Executive director
PRINCIPAL INVESTORS
Fuji Electric Co. Ltd.—13.5 percent
Asahi Mutual Life Insurance Company—6.5 percent
FOUNDERS
Information is not available.
©1991 Dataquest Incorporated December—^Reproduction Prohibited
0012369
Fujitsu Limited
Table 3
Balance Sheet
Fiscal Year Ending March 31
(Millions of U.S. DoUars)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
1987
1,125
2,904
137
2,562
307
7,035
3,424
2,067
12,527
1988
1,764
3,645
648
3,354
408
9,818
4,289
2,678
16,784
1989
2,379
4,615
189
3,734
452
11,369
5,481
3,617
20,467
20,789
1991
2,906
6,025
159
5,038
599
14,726
6,947
4,792
26,465
1990
1,833
5,104
225
4,097
265
11,523
5,777
3,489
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity
Retained Eamings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equity
4,991
2,117
1,153
8,261
NA
2.115
71
2,080
4,266
7,059
2,185
1,548
10,792
NA
3,364
92
2,536
5,992
8,581
2,467
1,924
12,973
NA
4,252
110
3,133
7,495
8,979
2,368
1,849
13,197
NA
4,219
110
3,264
7,592
11,939
4,091
2,225
18,256
NA
4,350
123
3,737
8,210
12,527
16,784
20,467
20,789
26,465
Exchange Rate
159.51
138.02
128.25
142.93
141.21
NA = Not available
0012369
(U.S.$1=^
Source: Fujitsn Limited
Amnial Reports
Dataquest (December 1991)
©1991 Dataquest Incorporated December—Reproduction Prohibited
11
Fujitsu Limited
Table 4
Consolidated Income Statement
Fiscal Year Ending March 31
(MiUions of U.S. Dollars, except Per Share Data)
Consolidated Income Statement
Revenue
Domestic
Overseas
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate (U.S.$1=¥)
1987
1988
1989
1990
1991
11,218
8,757
2,461
7,728
1,043
2,057
814
301
2.68
135
1,593.3
14,830
11,551
3,279
9,703
1,378
2,883
1,209
768
5.18
305
1,710.0
18,616
14,496
4,120
11,914
1,925
3,328
1,825
1,210
6.50
545
1,760.1
17,839
13,581
4,258
11,043
2,093
3,337
2,105
1,191
6.68
607
1.760.1
21,043
15,818
5,225
12,893
2,336
4,298
2,231
1,088
5.17
585
1,760.1
13.40
8.00
2.68
23.50
8.00
3.50
36.80
9.00
4.26
36.80
9.00
4.31
$36.80
9.00
4.66
159.51
138.02
128.25
142.93
141.21
Somce: Fujitsn Limited
Amnial Reports
Dataquest (December 1991)
12
©1991 Dataquest Incoiporated December—^Reproduction Prohibited
0012369
Fujitsu Limited
Table 5
Balance Sheet
Fiscal Year Ending March 31
(Millions of Yen)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
1987
179,409
463,150
21,863
408,718
49,035
1,122,175
546,233
329,779
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity
Retained Earnings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equity
Exchange Rate ( U . S . $ 1 ^
NA = Not available
0012369
1,998,187
1988
243,492
503,035
89,402
462,869
56,326
1,355,124
591,921
369,549
2,316,594
796,143
337,660
183,980
1,317,783
NA
337,308
11,359
311,737
680,404
2,624,927
1990
261,928
729,471
32,154
585,546
37,867
1,646,975
825,757
498,633
2,971,365
1991
410,365
850,761
22,413
711,392
84,579
2,079,510
980,961
676,699
3,737,170
974,268
301,618
213,685
1,489,571
NA
464,365
12,659
349,999
827,023
1,100,577
316,395
246,778
1,663,750
NA
545,369
14,050
401,758
961,177
1,283,409
338,481
264,347
1,886,237
NA
602,980
15,658
466,490
1,085,128
1,685,950
577,700
314,221
2,577,871
NA
614,205
17,381
527,713
1,159,299
1,998,187
2,316,594
2,624,927
2,971,365
159.51
138.02
128.25
142.93
3,737,170
141.21
1989
305,166
591,815
24,219
478,840
58,017
1,458,057
702,988
463,882
Somce: Fujitsu Limited
Annual Reports
Dataquest (December 1991)
©1991 Dataquest Incorporated December—Reproduction Prohibited
13
Fujitsu Limited
Table 6
Consolidated Income Statement
Fiscal Year Ending March 31
(Millions of Yen, except Per Share Data)
Consolidated Income Statement
Revenue
Domestic
Overseas
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Net Income
Shares Outstanding, Millions
1987
1988
1989
1990
1991
1,789,417
1,396,876
392,541
1,232,722
166,342
328,184
129,822
48,012
2.68
21,609
1,593.3
2,046,802
1,594,193
452,609
1,339,183
190,130
397,968
166,924
106,048
5.18
42,115
1,710.0
2,387,442
1,859,129
528,313
1,527,908
246,906
426,779
234,113
155,152
6.50
69,948
1,760.1
2,549,773
1,941,075
608,698
1,578,343
299,107
476,979
300,822
170,216
6.68
86,758
1,802.4
2,971,462
2,233,493
737,969
1.820,554
329,823
606,890
315,109
153,573
5.17
82,673
1,812.1
Per Share Data
Earnings
Dividend
Book Value
13.40
8.00
427.04
23.50
8.00
483.64
36.80
9.00
546.09
45.40
9.00
602.05
42.20
10.00
639.75
Exchange Rate (U.S.$1=^
159.51
138.02
128.25
142.93
141.21
Source: Fujitsu Lhnited
Annual Reports
Dataquest (December 1991)
14
©1991 Dataquest Incorporated December—^Reproduction Prohibited
0012369
Fujitsu Limited
Table 7
Key Financial Ratios
Fiscal Year Ending March 31
Key Financial Ratios
Liquidity
Current (llines)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue (¥)/Employee
Capital Spending % of Assets
Exchange Rate (U.S.$1=^
1987
1988
1989
1990
1991
1.41
293.68
117.01
193.68
1.39
280.11
117.80
180.11
1.32
273.10
114.50
173.10
1.28
273.83
118.27
173.83
1.23
322.36
145.43
222.36
1.08
3.40
1.21
1.82
6.19
2.06
2.66
8.46
2.93
2.92
9.03
3.40
2.21
7.62
2.78
9.30
7.25
89^93
20,040
6.50
9.29
8.16
94,825
21,585
7.21
10.34
9.81
104,503
22,846
8.92
11.73
11.80
115,000
22,172
10.12
11.10
10.60
145,000
20,493
8.43
159.51
138.02
128.25
142.93
141.21
Source: Fajitsu limited
Ammal Reports
Dataqaest (December 1991)
0012369
©1991 Dataquest Incorporated December—Reproduction Prohibited
15
General Instrument Corporation
BACKGROUND AND OVERVIEW
General Instrument Corporation (GI), for more than 50 years, has been among the
leaders in the application of modem technology to entertainment, industrial, military,
data, and communications electronics.
In 1960, GI entered the transistor business with the acquisition of General Transistor
Corporation, founded by Herman Fialkov. Mr. Fialkov, who became head of GI's
semiconductor division in the United States, was intrigued at the time by the potential of
MOS technology. With the recruitment of Frank Wanlass, a key member of the MOS
development team at Fairchild, and a team of designers, GI was able to begin a push in
MOS development.
The advent of the digital cable converter in the 1970s convinced GI that it could
gain leverage not only through cable product sales but through all communications
equipment sales by applying its semiconductor expertise. During this time, the Company
was transformed from a components manufacturer to a communications company.
GI's early success in Europe emphasized the consumer end-user market segment,
starting with the emerging calculator business. In the early 1970s, GI shifted its
emphasis to the emerging strong, feature-oriented European television receiver market.
By 1975, the Company had its ICs designed into almost every European television set.
These circuits were all specified, designed, and produced at the GI facility in Glenrothes,
Scotland. Later, the first game chip was designed at this facility, together with a range
of telecommunications circuits.
In November 1980, Racal, in the United Kingdom, and GI signed an agreement in
which both companies would cooperate on process and product development of silicon
gate CMOS devices. In December 1981, Plessey Semiconductors and GI signed a
second-sourcing agreement whereby Plessey would second-source GI's PLC family of
single-chip microcomputers and provide a new bipolar integrated data slicer circuit.
In October 1982, GI opened a major new facility at Glenrothes, Scotland, which
greatly expanded its existing operation. The new plant is dedicated to silicon gate
production in NMOS, CMOS, and nonvolatile memory processes. Announced concurrently
with the opening of the new facility were three new products to extend GI's EEPROM
range.
In February 1983, GI introduced the first commercial IC combining elements of
speech recognition and speech synthesis on the same chip. This chip was the result of a
joint development between GI and Milton Bradley (a U.S. manufacturer of low-cost
electronics products). Also in February 1983, GI announced a voice-synthesis module.
The module, containing a single-chip NMOS IC, is able to synthesize any phrase in the
English language.
ESIS Volume III
0001400
© 1988 Dataquest Incorporated November
General Instrument Corporation
In April 1983, Texas Instruments and GI signed a second-sourcing agreement
whereby GI would second-source Texas Instruments* TMS 7000 family of NMOS and
CMOS 8-bit, single-chip microcomputers. In November 1984, this agreement was
extended to include the TMS 70120 single-chip microcomputer.
Having sustained considerable losses in 1985, GI shut down its Glenrothes plant in
Scotland. The Company also discontinued or consolidated a number of (q>erations in the
United States, including the movement of all electronics (^>erations from Hicksville, New
York, to GI's Chandler, Arizona, facility.
In 1986, in an attempt to revamp the Company's microelectronics division and to
break into the military market, GI recruited five key managers from other
semiconductor companies.
In September 1986, General Instrument acquired the Cable/Home Communications
Division of M/A-COM Inc., a manufacturer of coaxial cable and encryption/decryption
equipment. This acquisition was reportedly made for $220,000 in cash plus assumed
liabilities of $32,858.
In January 1988, General Instrument announced that it would split its semiconductor
operation into two parts. The Power Semiconductor Division would remain under the
control of General Instrument, and the microelectronics (^>eration would trade as an
independent company under the name of Microchip Technology Inc.
In February 1988, Microchip Technology announced that it had filed papers with the
Security and Exchange Commission so that it could bring out an offer for 2.3 million
shares, eiq^ecting to raise some $27.6 million from the offer. General Instrument would
contribute $10 million toward the new organization, becoming a minority shareholder.
As shown in Table 1, Dataquest estimates that CI's European revenue was
$40 million in 1987. Table 2 shows the key financial figures, and Table 3 shows a
breakdown of revenue by geographic area.
© 1988 Dataquest Incorporated November
ESIS Volume HI
0001400
General Instrument Corporation
Table 1
General Instrument Corpwation
Estimated £ur(^>ean Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1984
1985
IfiM
1987
$50
$42
$37
$40
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$28
0
24
4
$21
0
17
4
$12
0
10
2
$13
0
11
2
Total Discrete
Transistor
Diode
Thyristor
Other
$13
0
13
0
0
$12
0
12
0
0
$15
0
15
0
0
$16
0
16
0
0
Total Optoelectronic
$ 9
$ 9
$10
$11
Total Semiconductor
Source:
Dataguest
November 1988
Table 2
General Instrument
Key Financial Inf(Hinati<m
(Millions of U.S. Dollars)
1984
1985
1986
ISfil
1988
Revenue
Profit (before taxes)
$680.8
$ 76.5
$728.0
$ 15.7
$612.4
($ 31.7)
$787.8
$ 29.7
$1,155.5*
$ 107.9
Research and Development
$ 27.5
$ 29.3
$ 22.8
$ 27.6
$
37.5
Note: Year Ending February 29.
*First-quarter 1988 revenue reached $312.9 million compared with
$280.1 million in the first quarter of 1987.
Source:
ESIS Volume
0001400
ffl
General Instrument Corporation
1988 Annual Report
© 1988 Dataquest Incorporated November
General Instrument Corporation
Table 3
General Instrument
Revenue by Geograi^c Area
(In Millions of U.S. Dollars)
1984
United States
Western Europe
Far East
Other
N/A
M/A
N/A
N/A
1985
1986
1987
1988
$610.8
$ 51.4
$ 20.6
$ 45.2
$495.5
$ 56.7
$ 11.8
$ 48.4
$660.0
$ 79.3
$ 17.0
$ 31.5
$1,031.0
$
73.8
$
23.0
$
27.7
N/A = Not Available
Source:
General Instrument Corporation
1988 Annual Report
Products and Markets Served
GI is the world's leading producer of low-current, iq)-to-30-ampere rectifiers, and
is a major manufacturer of cable TV products, off-track and on-track wagering systems,
and apparatus for defense applications. The Company also has interests in high-volume
application-specific products for lamp dimming, home control, and entertainment.
One of GI's traditional strengths lies in nonvolatile memory and speech synthesis.
The Company's speech chip product lines comprise a range of processors with enough
on-board ROM for up to 20 seconds of natural speech; a range of speech ROMs of 16K,
32K, and 128K density; a range of speec^l interface circuits; and a complete speech
synthesis module containing a 32-word vocabulary. Recently, GI also has become strong
in the field of DSPs, and 1986 saw the introduction of a 2-micron CMOS DSP.
GI's main products in the nonvolatile memory field are 16K, 32K, and 64K ROMs and
IK, 4K, 8K, and 16K EEPROMs. GI also has a 4K NVRAM—a chip that has both static
RAM and EEPROM on the same substrate. A 1Mb ROM was planned for volume
introduction in 1985, having been announced in 1984, but GI decided to deemphasize the
ROM line and is presently not producing ROMs greater than 2S6K.
The GI CMOS range was extended in 1985 and early 1986. In late 1985,
GI announced a 256K CMOS UV EPROM, the first in a family of CMOS EPROMs soon to
be made available. In early 1986, GI introduced both the 64K CMOS EEPROM and a
2-micron CMOS DSP device that is a licensed second-source from Texas Instruments
TMS320 Services.
© 1988 Dataquest Incorporated November
ESIS Volume III
0001400
General Instrument Corporation
OUTLOOK
General Instrument is concentrating its resources in two principal areas:
communications systems and components. In the 1987 fiscal year, GI made provisions for
discontinuing businesses in the areas of semiconductors and venture investment. In the
semiconductor area, the Company discontinued its microelectronics and optoelectronics
(^>eration5. It eliminated the semiconductor segment and consolidated the Power
Semiconductor Division into the components segment.
In Europe, Dataquest expects General Instrument to continue to enjoy success in
targetable areas of expertise. In the United States, cable q?erations have standardized
on the GI videocypher chip set. Recently, GT Europe announced its success in signing i^
Europe's first direct-broadcast syndicate (BSB) as a customer for a modified conditioning
access system.
ESIS Volume HI
0001400
© 1988 Dataquest Incorporated November
General Instrument Corporation
(Page intentionally left blank)
© 1988 Dataquest Incorporated November
ESIS Volume HI
0001400
Harris Corporation
BACKGROUND AND OVERVIEW
Harris Corporation is the successor of a 1967 merger between Harris-Inter type
Corporation, a leading manufacturer of printing equipment, and Radiation Inc., an
electronics company engaged in the design, development, and manufacture of advanced
communications and information-processing equipment and systems. In February 1980,
Farinon Corporation, a producer of microwave transmission and telephone equipment,
merged with Harris Corporation. In April 1983, Harris sold its Printing Equipment Sector
and became a 100 percent electronics company. In July 1983, Harris Corporation and
Lanier Business Products, Inc., agreed in principle to the merger of Lanier into Harris on
a pooling-of-interest basis. Lanier produces and distributes office automation products.
Harris Corporation designs, produces, and markets communications and
information-processing equipment, systems, and components. The Company's products
are used in voice and video communications, data processing, data communications, and
graphics communications systems.
Immediately following the merger of Radiation and Harris-Intertype, Harris
Semiconductor became a division of the new Company. In 1977, it became a group, and
in April 1982, Harris Semiconductor reached sector status within the Harris Corporation
(the other four sectors being Communications, Information Systems, Lanier Business
Products, and Government Systems).
Organizationally, Harris Semiconductor is composed of four divisions and a joint
venture in Europe (Matra-Harris). (See Figure 1 for details.) Harris Corporation's
executive offices and semiconductor fabrication facilities are located in Melbourne,
Florida, in the United States. Harris Semiconductor operates a large assembly plant in
Kuala Lumpur, Malaysia. The Company has plans for another offshore assembly facility
to supplement existing domestic assembly capability.
In September 1979, Harris and Matra, the French state-controlled arms and
electronics group, formed a European joint venture known as Matra-Harris. This venture
was formed to manufacture semiconductor devices for the European markets,
particularly the French.
In 1985, Harris and Analogic announced a linear IC pact in which Analogic is
second-sourcing new Harris products, and there is a joint development of new hybrid
products.
In early 1986, Harris and Matra-Harris began a new sales strategy. Their European
sales force and distributor network was separated to permit both companies direct and
independent access to European customers. Also in early 1986, Harris closed its Scottish
factory in Irvine, Strathclyde, and sold it to a U.S. company.
Harris and 3M (the U.S. industrial and consumer products group), formed a
joint-venture company called Harris/3M in 1986. Harris/3M is a worldwide supplier of
copying and facsimile products.
ESIS Vol. Ill
0001432
© 1988 Dataquest Incorporated November
Harris Corporation
Figure 1
Harris Corporation
Company Organization Chart
Harris
Corporation
Sectors
Commiin I cations
Sector
Information
Systems
Sector
Semloonduotor
Sector
Lanier Business
Products
Sector
Digital
Division
Custom ICs
Devision
Microwave
Division
Government
Systems
Sector
Divisions
Analog
Division
Marketing
Sales
Administration
M a tra-Harris
Finances
Source: Harris Corporation
0001432-1
The Company had traditionally been heavily reliant on U.S. government defense
business. It was in 1986 that Harris faced up to the fact that business was declining (due
to defense budget cuts) and the fact that if the Company were to survive, it needed to
rid itself of complacency. So restructuring began in earnest. The CMOS bipolar memory
business and the fledgling cellular radio operations were shut down; materials and
components were sourced overseas, and jobs were reduced. By the end of 1987, most of
the restructuring was finished. The Company hoped that 1988 would be a year of
consolidation—improvements in every sector, earnings growth, positive cash flow, and
strengthening of the management team.
In 1987, Harris successfully subdued a takeover bid by Plessey of the United
Kingdom. This episode served to reinforce the Company's restructuring plans, which
were aiming to replace complacency with a sense of urgency. Harris knows that if it
wants to stay independent, it has to break out of the U.S. defense department
dependability and become more competitive.
© 1988 Dataquest Incorporated November
ESIS Vol. Ill
0001432
Harris Corporation
Table 1 shows Dataquest's estimates of Harris' European revenue.
Table 1
Harris Corporation
Estimated European Semiconductor Group Revenue by Product Line
(Millions of U.S. Dollars)
1983
1984
1985
1986
1987
$28
$40
$31
$38
$40
$28
$40
$31
$38
$40
14
10
4
20
14
6
19
7
5
0
14
24
0
14
26
Total D i s c r e t e
Transistor
Diode
Other
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total O p t o e l e c t r o n i c
b
0
0
9
0
Total Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
Source:
Dataquest
November 1988
PRODUCTS AND MARKETS SERVED
Although the U.S. defense business remains Harris's main revenue earner
(approximately 40 percent of sales), the Company plans to move to nondefense-related
government sectors. For example, Harris was awarded a contract for a mobile
communications system for the Federal Emergency Management Agency. The Company
hopes to win contracts from the U.S. Army, the Federal Aviation Administration, and
NASA. Harris is also expanding its commercial client base.
In 1988, Harris expanded its activities in the United Kingdom with the establishment
of an affiliated assembly operation. The new plant, owned by MTL Microtechnology, a
subsidiary of Cambridge Electronic Industries, is part of a concerted drive to develop
Harris' sales throughout Western Europe. It produces specialized high-powered
microprocessors mainly for the U.K. military market, an area where Harris sees scope
for expansion. Harris also gained the top level of U.K. standards approval for its 80C86
CMOS processor family, making it the first choice for many applications. The Company
now plans to seek approval for a wide range of devices.
ESIS Vol. Ill
0001432
© 1988 Dataquest Incorporated November
Harris Corporation
OUTLOOK
Harris is optimistic about the future. The Company plans a more determined push
into Western Europe, while looking for other opportunities to expand. The main reason
for this strategy is the cutbacks in U.S. military spending, which are driving Harris to cut
its dependence on 85 percent of sales from the United States to about 65 percent by
1990. The Company hopes to get 25 percent of semiconductor sales from Europe.
At the time of this printing, it had just been announced that Harris had bought the
semiconductor operations of General Electric (GE) for an undisclosed amount. The
purchase includes the RCA semiconductor operation that GE bought two years ago.
Further details of this merger and its implications will be published in a newsletter.
© 1988 Dataquest Incorporated November
ESIS Vol. Ill
0001432
Company Backgrounder by Dataquest
Hewlett-Packard Company
3000 Hanover Street
Palo Alto, California 94303
Telephone: (415) 857-1501
Fax: (415) 857-5518
Dun's Number: Not available
Date Founded: January 1, 1939
CORPORATE STRATEGIC DIRECTION
Hewlett-Packard Company (HP) is engaged worldwide in the design, manufacture, and servicing of a
broad array of precision electronic instruments and
systems for measurement, analysis, and computation.
HP offers integrated systems solutions to specific
customer problems. Founded in 1939 by Bill Hewlett
and Dave Packard, HP employs 92,000 people worldwide and had revenue of $13.2 billion* during 1990.
The $13.2 biUion revenue in fiscal 1990 represented
an increase of 11.2 percent over 1989's total revenue
of $11.9 billioiL Net income decreased 10.9 percent
to $739 million in fiscal 1990, down from a 1989
record net income of $829 million. A large factor in
this decrease in net income deals was the increasing
proportion of HP's sales to volume purchasers such as
dealers and OEMs, who receive discounts on the HP
products they purchase. These discounts reduce earnings by driving up HP's cost of selling its products.
Domestic sales totaled $6.0 billion, $5.6 billion, and
$4.8 billion, respectively, during fiscal years 1990,
1989, and 1988. International sales reached $7.2 billion, $6.3 billion, and $5.1 billion in fiscal years
1990, 1989, and 1988, representing 54.5, 53.3, and
51.6 percent of total revenue, respectively. The
majority of international orders were from the commercial sector, primarily in Europe. The percentage of
total respective international revenue derived fixjm
Europe during fiscal years 1990, 1989, and 1988 was
66.1, 65.2, and 65.2 percent
In October 1990, HP began to implement a major
reorganization in its management structure to reduce
operating expenses and facilitate the management of
research and development, manufacturing, and marketing activities. Three new organizations were
*A11 dollar amounts are in U.S. dollars.
0011509
formed as a result of the reorganization: the Computer Systems Organization, the Computer Products
Organization, and the Test and Measurement
Organization.
The reorganization aligned businesses that bad traditionally operated separately in HP's structure, but had
been converging in form and function in recent years.
The Computer Systems Organization unites HP's
workstation and multiuser systems businesses, the
Computer Products Organization combines the company's PCs and peripherals businesses, and the Test
and Measurement Organization combines the activities of the company's Electronic Instruments and
Microwave and Communications groups.
Although HP's structure has been recently reorganized, the company continues to financially divide
operations into six business segments, all of which
are engaged in the design and manufacture of precision electronic equipment for measurement, analysis,
and computation. The six business segments are
Measurement, Design, Information, and Manufacturing Equipment and Systems; Peripherals and Network
Products; Service for Equipment, Systems, and
Peripherals; Medical Electronic Equipment and
Service; Analytical Instrumentation and Service; and
Electronic Components. The Measurement segment
continued to be the largest source of income in fiscal
1990 for the conq)any, with $5 billion in revenue,
or 36.9 percent of total revenue. The Service for
Equipment, Systems, and Peripherals segment
showed the highest rate of increase in 1990, increasing 21.3 percent to $2.6 billion.
HP has more than 480 sales and service offices in
approximately 150 cities throughout the United States
and in 107 countries worldwide. Approximately
31 percent of the sales and service offices are located
in die United States. In areas where HP has no sales
or service offices, it markets through more
than ISO distributorships located in more than
60 countries.
©1991 Dataquest Incorporated October—Reproduction Prohibited
Hewlett-Packard Company
HP markets approximately 70 percent of its products directly through its own sales organizatiorL
Marketing operations are supported by approximately
30,000 individuals, including field service engineers,
service personnel, and administrative support staff.
The remaining revenue is obtained through valueadded resale channels including dealers and OEMs.
Research and development expenses totaled $1.4 bilUon in 1990, representing 10.3 percent of total revenue. Capital expenses reached an all-time high in
1990 of $955 million, representing 7.2 percent of
total income. The R&D and capital expense totals for
1989 were $1.3 bUlion and $857 miUion, respectively,
representing 10.7 and 7.2 percent of total revenue.
HP currendy offers more than 10,000 products, which
range from scientific measuring instruments to handheld calculators. HP's traditional key areas of strength
have been test and measurement equipment and
minicomputers. The company recenfly successfully
established itself in the UNIX workstation market
HP possesses the key ingredients to be a major force
in computer-integrated manufacturing (CIM), with its
high-performance instruments, peripherals products,
UNIX platforms, and networking products. Local
R&D has allowed HP to quickly adapt its products to
suit local European markets.
More detailed information is available in Tables 1
through 3, which appear after "Business Segment
Strategic Direction" and present corporate highlights
and revenue by region and distribution channel.
Tables 4 through 6 at the end of this backgrounder
present comprehensive financial information.
In 1990, HP announced HP NewWave Computing, a
strategy to link a variety of computers in a network so
they operate as one. The company has based this
approach on open systems and advanced software
technology, enabling users to build on computing
resources currently in their possessioiL Other major
announcements in 1990 included the HP 9000 Model
1240, the company's entrant in the emerging
fault-tolerant UNIX-based computer market; the HP
LaserJet HI printer, and the HP 400 Series woricstation, the company's first workstation developed
from the combination of HP and recently acquired
Apollo Computer Inc.
In November 1989, HP introduced HP NewWave
Office, an integrated office system enabling users to
share data and information, even with computers and
software from different vendors. More than 100 software developers and resellers are supporting HP
NewWave Office with a full range of word processing, spreadsheet, database, graphics, communications,
and multimedia applications as well as vertical market solutions.
With the HP NewWave line, HP has unveiled its
office-systems strategy for the 1990s: to deliver a
complete office system that combines industry standards with emerging technologies, allowing customers to quickly and easily receive the infonnation
they need. A major part of the strategy is to integrate
existing applications and systems frxim multiple vendors to protect customers' computing investments.
BUSINESS SEGMENT STRATEGIC
DIRECTION
According to Dataquest estimates, HP ranked first in
the 1990 worldwide traditional workstation market
for 1990 with a 24.98 percent market share and
$709.3 million in factory revenue. Dataquest also
estimates that HP was the market leader in the medical workstation and superworkstation worldwide markets in 1990.
Technical Computers
The HP 9000 series includes desktop-size workstations and midtiuser systems originally intended to be
used by scientists and engineers. Iff* offers a wide
range of workstation products, with applications
including the commercial client-server marketplace,
electronic publishing, computer-aided design (CAD),
computer-aided manufacturing (CAM), computeraided software engineering (CASE), and other
advanced graphics markets.
In May 1991, HP introduced three new models in the
HP ApoUo 9000 Series 400 workstation family: die
425e, 425t, and 425s models. The Series 400 models
run the HP-UX and Domain/OS operating systems
and are compatible with HP's Motorola-based workstation family. The 425e is powered by Motorola's
25-MHz MC68040 processor, performs at 22.1 mips
and 2.6 mflops, and offers a 2-D, frame-buffer graphics system that is tuned for X ^^^dow System performance at 2,017 operations per second (ops). The 425e
has an internal storage capacity of 840MB, a total
disk capacity of 9.11GB, and storage options consisting of an integrated, DOS-compatible 3.5-inch
©1991 Dataquest Incorporated October—^Reproduction Prohibited
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floppy drive or an internal CD-ROM drive. The 425e
is designed for use in commercial or desktop pubUshing, CASE, and entry-level CAD markets.
The 425t and 425s models are more advanced models
than the 425e, offering increased X Window performance at 3,100 ops. The 425t is a desktop model
based on the 25-MHz MC68040 microprocessor,
while the 425s is a desk-side system with increased
expansion and performance capabilities. The 425s
comes with four extended industry standard architecture (EISA) or three DIO-II expansion slots, and
three full-height 5.25-inch storage slots for disks, CDROM, or digital audio tapes (DATs). Internal disk
storage options range from 660MB to 3.9GB, with a
maximum disk storage capacity of 27.3GB. The 425t
and 425 s models are targeted for mechanicalengineering and electrical-engineering design
customers.
Other members of the HP Apollo 9000 family include
the 300, 700, and 800 Series. The 300 Series mcludes
HP's most basic workstation models. Introduced in
March 1991, the 700 Series revolutionized performance levels in the workstation market with system
performance exceeding 76 mips, the fastest on the
market. The 700 Series is available in both desktop
and desk-side models. The 800 Series of superminicomputers is oriented toward technical and realtime computing in the manufacturing sector and
toward general-purpose UNIX computing in the
government and commercial markets. These computers are based on HP Precision Architecture (HPPA) reduced-instruction-set computiag (RISC) technology, allowing users access to more than
3,500 RISC appUcations and tools from more than
220 independent software vendors.
In April 1989, HP acquired Apollo for $500 millioa
The acquisition gave HP an installed base of about
84,000 Apollo machines at almost 3,000 sites and
another proprietary RISC architecture.
Business Computers
The HP 3000 series of supermimcomputer systems
spans a broad performance range and is designed for
business data processing appUcations. Introduced in
1970, the 3000 Series is suited for on-line transaction
processing (OLTP) and distributed processing and is
compatible throughout the product line. The HP 3000
family shares the MPE operating system and uses
HP's Precision Architecture in the higher-end systems. All HP 3000 computers use an open network
00U509
computer philosophy for customers with a multivendor or multiarchitecture environment
HP unveiled eight new multiuser HP 3000 systems in
January 1990: 980/100, 980/200, 949, 922LX,
922RX, 922, 932, and the MICRO 3000RX. The
Series 980/100 and 980/200 are the first to use
advanced complementary metal-oxide semiconductor
(CMOS) technology on a single VLSI chip. The 980/
100 operates between 60 and 70 transactions per
second (^s); and the 980/200 operates at more than
100 tps. The 922LX, 922RX, 922, and 932 perform at
7.7 tps and are designed to support 16 to 240 users in
small to medium-size businesses, departments of
large corporations, or branch offices. The HP MICRO
3000RX is a complete entry-level business system
that can support up to 24 users. It is fully compatible
with the HP 3000 product line and includes a system
disk, tape cartridge, console, 16 terminal ports, operating system, database, and a menu-driven interface.
The company recendy aimoimced 10 new models for
the HP 3(X)0 line, which should be available in
October 1991. These new models in the 900 Series
are powered by the same Precision Architecture-RISC
(PA-RISC) chips used in the 700 Series, making HP
an industry leader in offering compatible RISC-based
products from the desktop level to enterprisewide
data center systems.
Personal Computers
Since its entry into the PC business, HP has been a
high-end PC vendor aiming at the business market
The company's Vectra product line has met with
considerable success since its introduction in 1986.
The Vectra line consists of computers based on Intel's
80286, 80386, and 80486 microprocessors. Dataquest
estimates that HP ranked 11th in the worldwide PC
market in calendar year 1990, with a market share of
1.77 percent and factory revenue of $884.6 million.
The HP Vectra 486 personal computer is the highestperformiog member of the HP Vectra family. It is a
floor-standing unit based on the Intel i486
microprocessor. It uses the EISA, and the design
optimizes performance for high-end personal computing (for example PC CAD multiuser, LAN serve) and
provides the speed for high-powered single-user
applications. The 486 supports up to 64MB of RAM
on a single memory board, 1.3GB of mass storage,
and a video graphics adapter. It comes standard with
©1991 Dataquest Incorporated October—Reproduction Prohibited
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2MB of RAM; one 5.25-inch, 1.2MB flexible disk
drive; two serial (RS-232-C) ports; one parallel (Centronics) port; connections for four flexible disks and
tow-embedded hard disks; keyboard (Mini-DIN) and
mouse (Mini-DIN) ports; HP disk-cache software;
and memory management software. It also offers an
array of hard disk drives, memory, and video
products.
Dataquest estimates that the Vectra 486 PC was the
third-ranked 80486 model in 1990, with $113.7 million in factory revenue and a 4.76 percent market
share. HP ranked third overall in the worldwide
80486 computer market, based on $146.7 million in
factory revenue and a 6.14 percent market share.
In April 1991, HP released the much-heralded HP
95LX palmtop PC, the first hand-held computer to
combine PC power with the capabUities of Lotus
1-2-3 in a device the size of a business calculator. The
Uoz 95LX is designed to work as a companion
to desktop and laptop PCs, and will run MS-DOS
3.22 in addition to Lotus 1-2-3 Release 2.2. According to Dataquest estunates, the 95LX will propel HP
into the leading position in 1991 in terms of units
shipped in the notebook market
Supercomputers and Visualization Systems
Through its Apollo Systems Division, HP offers the
Apollo Series 10000 personal supercomputers and
visualization systems designed for graphic-intensive
applications. Both systems incorporate multiprocessing capabilities, parallel-instruction dispatch and
extension, advanced-compiler technology, a RISCbased instruction set, and the capability to be configured with the IBM Token-Ring network or Ethernet as native networks. During 1990, the major components of the Series 10000 received the following
upgrades: a new PRISM CPU that doubles computer
power from 22 mips to 44 mips (12 mflops) per
processor, parallelizing and vectorizing compilers that
increase system performance two to four times; a
specialized software-development environment for
parallel programs and an interactive scientificsoftware computation and visualization environment;
main memory capacity expanded fourfold, disk
capacity improved by a factor of six, and local area
network (LAN) bandwidth increased by a factor
of 10.
Software
Although HP offers a selection of software for business and technical applications, a vital part of its
Cooperative Computing Enviromnent is the NewWave environment, which has continued to gain
widespread acceptance. In May 1990, HP introduced
the HP NewWave 3.0, a software applications
environment that runs on any industry-compatible
MS-DOS PC with an Intel 80286 or 80386
microprocessor. The HP NewWave 3.0 utilizes the
enhancements made by Microsoft to Windows,
including improvements to memory management and
the user interface. From this, HP NewWave 3.0
requires only 2MB of extended memory to run
several applications. More than 100 independent software vendors, including Micrografx Inc. and
Microsoft Corporation, have committed resources to
develop future HP NewWave applications. FutureSoft
Engineering Inc., Lotus Development Corporation,
New Media Graphics Corporation, and VideoLogic
have all begun shipping NewWave. HP also has
licensing agreements for HP NewWave with AT&T
Computer Systems Inc., Canon Inc., Data General
Corporation, and NCR Corporation.
In January 1991, HP announced that its SoflBench
and Encapsulator products, which had previously
only been offered for HP/Apollo workstations, would
be compatible with Sun's SPARCstation computers.
SoftBench is a software-development product for
CASE that coordinates and controls the separate software programs that engineers use to design, build,
and test software products. Encapsidator allows the
customization of SoftBench through the addition of
CASE tools of the user's choice. The move by HP
further demonstrates the company's commitment to
open systems environments.
HP released several new software products in the first
half of 1991. In May, the company released HP
SharedX, a distributed-computing software product
that allows geographically separated work groups to
view and modify information simultaneously on their
UNIX-based workstations and X terminals. The program is a breakthrough in real-time computing and
can be used immediately by current X '^ndow System users with no modification to their existing systems. In June, the company released HP Open'^ew
Interconnect Manager, a network-management program that greatly reduces mapping time on networks.
Peripherals
HP's peripherals products include video display terminals, magnetic disk and tape drives, plotters, and
laser printers. HP's laser printers were first introduced
in 1975. Technology exchanges and license agreements with Canon led to HP's 2680 laser printer
series, which includes the 2689, an IBM-compatible
version.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
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Hewlett-Packard Company
HP expanded its printer product line in March 1991
with the release of the high-end HP LaserJet nisi
printer. Designed for the business environment, the
LaserJet nisi prints 17 pages per minute (ppm) and
uses Resolution Enhancement technology ^id HP's
PCL 5 printer language. Options include a networkprinter interface card for direct connection to a LAN,
a two-sided printing mechanism, and a power envelope feeder that holds up to 100 envelopes.
as a single, integrated system, regardless of location,
vendor, or operating system. These networks will
manage the simultaneous transmission of voices, data,
and video. The restilting distributed system can integrate diverse applications, environments, and computers, and will allow more effective processing of
information.
Semiconductors
According to Dataquest, HP led the North American
1- to 10-ppm PNPP printer market with a 53.5 percent market share in 1990, based on $1.96 billion in
factory revenue.
HP has also been a market leader in the X \^ndow
System graphics terminals market HP released the
HP 700/X family of X Window graphics terminals in
1989, and the family has continued to gain market
share. The 700/X family consists of a comprehensive
set of color and monochrome network-based graphics
terminals based on the industry-standard X Window
System from the Massachusetts Instimte of Technology (MIT). The terminals are designed to operate in
multivendor networked environments and provide the
equivalent graphics and LAN performance of an
entry-level workstation configured as an X server.
Dataquest estimates that HP ranked third in the 1990
worldwide X Window terminal market with a
12.4 percent market share and $22.3 million in factory revenue. HP was the market leader in the 1990
worldwide Color X Window market, garnering
20.3 percent of the inarket with $17.0 milUon in
factory revenue.
HP also provides monitors for workstations, where
Dataquest estimates that HP ranked second in the
1990 worldwide workstation monitor market, with
$175.5 million in revenue and a 22.2 percent maiket
share.
According to Dataquest HP ranked 21st in the 1990
North American total semiconductor market, with a
market share of 1 percent HP is the market leader in
the North American optoelectronic semiconductor
market, holding a 40 percent market share in 1990
with $132 nuUion in factory revenue.
HP manufactures a number of dedicated integrated
circuits (ICs) for internal consumption only. These are
supported by a wide range of optoelectronic devices
(both components and modides) that are generally
available on the merchant market together with
several specialized diode and transistor products.
Computer Storage
HP's storage devices family includes 5.25-inch harddisk storage systems for entry-level through high-end
computer systems; digital data storage (DDS) format
tape drives for HP computer systems; and a famUy of
mass-storage systems that combine a high-capacity
hard-disk mechanism with a choice of two additional
drives (DAT drive, CD-ROM drive, rewritable-optical
disk drive, and/or additional hard-disk drives).
Dataquest estimates that HP ranked eighth in the
worldwide 5.25-inch rigid disk drive market in 1990,
with a 1.7 percent market share. HP also ranked
second in the worldwide 1/2-inch reel-to-reel tape
drive market with 14.9 percent of the market
Telecommunication
HP's vision of future information technology is called
the Cooperative Computing Environment Its goal is
to develop integrated networks of both generalpurpose and specialized computers working together
0011509
Further Information
For further information about the biisiness segments,
please contact the appropriate industry service.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Hewlett-Packard Company
Table 1
Five-Year Corporate Highlights
(MiUions of U.S. Dollars)
1986
1987
1988
1989
1990
Five-Year Revenue
Percent Change
7,102
9.18
8,090
13.91
9,831
21.52
11,899
21.04
13,233
11.21
Capital Expenditure
Percent of Revenue
497
7.00
510
6.30
648
6.59
857
7.20
955
7.22
R&D Expenditure
Percent of Revenue
824
11.60
901
11.14
1,056
10.74
1,269
10.66
1,367
10.33
82,000
86.61
82,000
98.66
87,000
113.00
95,000
125.25
92,000
143.84
516
5.52
644
24.81
816
26.71
829
1.59
739
(10.86)
Number of Employees
Revenue ($K)/Employee
Net Income
Percent Change
1990 Fiscal Year
Qi
Q2
Q3
Q4
Quarterly Revenue
Quarterly Profit
3,103
173
3,308
186
3,242
178
3,580
202
Sonice: Hewlett-Padcaid Company
Anaual Reports
Dataquest (October 1991)
Table 2
Revenue by Geographic Region (Percent)
Region
1986
1987
1988
1989
1990
North America
International
AU Others
54.00
31.00
15.00
51.00
33.00
16.00
48.00
34.00
18.00
46.73
34.72
18.55
45.53
36.00
18.47
Source: Hewlett-Packaid Company
Annual Reports
Dataquest (October 1991)
Table 3
Revenue by Distribution Channel (Percent)
Channel
Direct Sales
Indirect Sales
Distributors
Dealers
OEMs
*Conq>uter systems only
NA = Not available
1987*
1988*
1989
58
42
1
1
40
60
40
1
1
38
60
40
NA
NA
NA
Source: Hewlett-Packard Company
Annual Reports
Dataquest (October 1991)
©1991 Dataquest Incorporated October—Reproduction Prohibited
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Hewlett-Packard Company
1990/1991 SALES OFFICE LOCATIONS*
North America- -129
Eiffope—111
Japan—^28
ROW—191
•Includes service offices
MANUFACTURING LOCATIONS
North America
AguadiUa, Puerto Rico
Terminals
Andover, Massachusetts
Medical equipment
Avondale, Pennsylvania
Analytical instruments
Boise, Idaho
Disk drives, printers
Chelmsford, Massachusetts
Workstations
Colorado Springs, Colorado
Electronic test instruments, telecom test equipment
CorvaUis, Oregon
Calculators, hand-held computers, ASICs
Cupertino, California
Minicomputers
Everett, Washington
Electronic instruments
Exeter, New Hampshire
Workstation components
Fort CoUins, Colorado
Workstations, network controllers, ASICs, RISC
Processors
Greeley, Colorado
Printers, tape drives
Loveland, Colorado
Logic design systems, high-frequency linear
digital oscilloscopes
McMinnviile, Oregon
Medical equipment
Palo Alto, California
Test equipment
Rockaway, New Jersey
Test equipment
Rohnert Park, California
Test equipment
Roseville, California
Network products, personal computers
San Diego, California
Plotters
0011509
San Jose, CaUfomia
Microwave, opto, diode, transistors
Santa Qara, CaUfomia
Electronic instruments, ASICs
Santa Rosa, CaUfomia
Microwave test equipment, opto, diode, transistors
Spokane, Washington
Test equipment
Sunnyvale, CaUfomia
Computer-integrated manufacturing systems,
workstation systems integration, PCs, workstations
Waltham, Massachusetts
Medical equipment
Waterloo, Canada
X terminals, industrial terminals
Vancouver, Washington
Printers
Europe
Barcelona, Spain
Printers, drives
Bergamo, Italy
Network products
Boeblingen, Germany
Workstations, midrange computers, analytical
instruments, medical instruments
Bristol, England
Disk drives
Grenoble, France
Networking products, personal computers
Lyon, France
Midrange computers
Pineswood, England
Software
South Queensfeny, Scotland
Telecom test equipment, microwave test equipment
\^efontaine, France
A-series and various industrial automation and
medical products, networks, telecom
Waldbronn, Germany
Analytical instruments
Japan
Hachioji, Japan
Test equipment
Kobe, Japan
Test equijonent
ROW
Bangalore, India
Distribution
Guadalajara, Mexico
PCs, multiuser systems
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Hewlett-Packard Company
Penang, Malaysia
Semiconductor devices
Singapore
Software networks, printers, graphics imaging
components, calculators, keyboards, terminals,
optoelectronic LED components
Seoul, South Korea
Instruments, peripherals, distribution
Taipei, Taiwan
Asian language PC products
Aguadilla, Puerto Rico
Printed circuit devices
SUBSIDIARIES
North America
ApoUo Computer Inc. (United States)
Apollo World Trade Inc. (United States)
Applied Optoelectronic Technology Corp. (United
States)
EON Systems Inc. (United States)
Fleet Systems Inc. (United States)
Hewlett-Packard Atlantic Inc. (United States)
Hewlett-Packard (Canada) Ltd. (Canada)
Hewlett-Packard Delaware Inc. (United States)
Hewlett-Packard Delaware Funding Inc. (United
States)
Hewlett-Packard Delaware Holding Inc. (United
States)
Hewlett-Packard Delaware Investment Inc. (United
States)
Hewlett-Packard European Distribution Operations
Netherlands Inc. (United States)
Hewlett-Packard Finance Company (United States)
Hewlett-Packard Hellas Inc. (United States)
Hewlett-Packard Inter-Americas Corp. (United
States)
Hewlett-Packard Laboratories Japan Inc. (United
States)
Hewlett-Packard Pipeline Co. (United States)
Hewlett-Packard Puerto Rico (United States)
Hewlett-Packard World Trade Inc. (United States)
IDACOM Electronics Inc. (United States)
The Tall Tree Insurance Company (United States)
Europe
Geneva Investments N.V. (Netherlands Antilles)
Hewlett-Packard A/S (Denmark)
Hewlett-Packard (Austria) Ges.m.b.H. (Austria)
Hewlett-Packard Belgium S.A.N.V. (Belgium)
i
Hewlett-Packard Benelux B.V. (Netherlands)
Hewlett-Packard DDR (Germany)
Hewlett-Packard Equipment Leasing Ltd. (Great
Britain)
Hewlett-Packard Espanola S.A. (Spain)
Hewlett-Packard Finance Ltd. (Great Britain)
Hewlett-Packard France (France) Hewlett-Packard
GmbH (Germany)
Hewlett-Packard International Sales Corporation B.V.
(Netherlands)
Hewlett-Packard Ireland Ltd. (Ireland)
Hewlett-Packard Italiana S.p.A. (Italy)
Hewlett-Packard Leasing Ltd. (Great Britain)
Hewlett-Packard Ltd. (Great Britain)
Hewlett-Packard Nederland B.V. (Netherlands)
Hewlett-Packard Norge A/S (Norway)
Hewlett-Packard OY (Finland)
Hewlett-Packard Product Leasing Ltd. (Great Britain)
Hewlett-Packard S.A. (Switzerland)
Hewlett-Packard (Schweiz) A.G.
Hewlett-Packard Singapore (PTE) Ltd. (Singapore)
Hewlett-Packard Sverige A.B. (Sweden)
Hewlett-Packard Technical B.V. (Netherlands)
Hewlett-Packard Trading S.A. (Switzerland)
IDACOM Electronics (Germany)
Japan
Yogokawa Hewlett-Packard Design Systems
Laboratory Ltd. (Japan)
Yokogawa Hewlett-Packard Ltd. (Japan)
ROW
Applied Optoelectronic Technology (Asia) PTE Ltd.
(Singapore)
Applied Optoelectronic Technology Taiwan Ltd.
(Taiwan)
Arrendadora Hewlett-Packard S.A. de C.V. (Mexico)
China Hewlett-Packard Company Ltd. (China)
China Hewlett-Packard (Shenzhen) Company Ltd.
(China)
E.I. Industria e Cuercio S.A. (Brazil)
Grupo Hewlett-Packard S.A. de C.V. (Mexico)
Hewlett-Packard Argentina S.A. (Argentina)
Hewlett-Packard Asia Pacific Limited (Hong Kong)
Hewlett-Packard Australia Finance Ltd. (Australia)
Hewlett-Packard Australia Ltd. (Australia)
Hewlett-Packard Bilgisayar Ve Oleum Sistemleri
Anonim Sirketi (Turkey)
Hewlett-Packard de Venezuela C.A. (Venezuela)
Hewlett-Packard do Brasil S.A. (Brazil)
Hewlett-Packard Far East Pte. Ltd. (Singapore)
Hewlett-Packard FPG (China)
Hewlett-Packard Hong Kong Ltd. (Hong Kong)
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Hewlett-Packard Company
Hewlett-Packard (India) Private Ltd. (India)
Hewlett-Packard (India) Software Operation Private
Ltd. (India)
Hewlett-Packard Investment Ltd. (Liberia)
Hewlett-Packard (Malaysia) SDN.BHD. (Malaysia)
Hewlett-Packard Malaysia Technology, Sdn. Bhd.
(Malaysia)
Hewlett-Packard (N.Z.) Ltd. (New Zealand)
Hewlett-Packard Penang Sdn. Bhd. (Malaysia)
Hewlett-Packard S.A. de C.V. (Mexico)
Hewlett-Packard Sales (Malaysia) Sdn. Bhd.
Hewlett-Packard Singapore (Sales) Pte. Ltd.
(Singapore)
Hewlett-Packard Taiwan Ltd. (China)
Hewlett-Packard (Thailand) Ltd. (Thailand)
Hewlett-Packard USSR (USSR)
Moriya Pty. Inc. (Australia)
Samsung Hewlett-Packard Ltd. (Korea)
Sispar Participacoes Ltda. (Brazil)
Telecom Hewlett-Packard Pty. Ltd. (Austtalia)
ALLIANCES, JOINT VENTURES, AND
LICENSING AGREEMENTS
1991
Computer Associates International Inc.
HP and Computer Associates agreed to codevelop
systems management, database, and applications
software for HP's 9000 Series computers that run
the HP/UX UNIX-based operating system.
Hermes Plus
HP and Hermes jointly formed the Yugoslavianbased Hermes Plus Company, which will market
and service HP personal computers and peripherals
in Yugoslavia.
Informix Software Inc.
HP and Informix signed a five-year joint agreement to develop, market, and sell faster versions of
HP hardware and Informix software primarily for
OLTP and CASE.
Ithaca Software
HP and Ithaca Software agreed to a licensing
arrangement under which Ithaca will incorporate
HP Advanced Rendering Technology into its
HOOPS graphics development system.
Lotus Development Corporation
HP and Lotus agreed to a marketing and development treaty designed to make Lotus 1T2-3 software
available on HP workstations.
Mentor Graphics and Serveco
HP, Mentor Graphics, and Serveco signed an
agreement to manufacture CAD systems in the
Soviet Union for use in electronic equipment
design. Serveco, a Soviet-Swiss joint venture, will
be the distributor and servicer on the Soviet market
Mentor Graphics will provide specialized CAD
software and HP's USSR subsidiary (HP USSR)
will manufacture the hardware.
Microsoft Corporation
HP and Microsoft signed an agreement authorizing
HP to provide worldwide support for Microsoft
LAN Manager, Microsoft Windows graphical
environment 3.0, MS-DOS and OS/2 operating
systems, and Microsoft SQL Server.
Microtest Inc.
HP and Microtest entered into an agreement in
which Microtest will supply its LAN test products
to HP, and HP will market them.
Mitsubishi Electric Corporation
HP and Mitsubishi signed an agreement whereby
Mitsubishi will be supplied with a new RISC
workstation that it will market in Japan.
Hitachi Ltd.
HP and Hitachi entered a cooperative agreement to
develop expert-systems technology based on an
enhanced version of Hitachi's ES/Kemel for HP's
Motorola-based 9000 workstations and Precision
Architecture RISC-based computers.
Mitsumi Electric Company
HP and Mitsumi signed a contract giving HP an
exclusive supply of 3.5-inch DAT meclianisms
from Mitsumi for HP's 2GB and 8GB DAT drives.
IBM Corporation
HP and IBM signed a licensing agreement licensing HP's SoftBench integration framework and
Encapsulator software technologies for use in
future CASE solutions targeted to IBM's AIXbased RISC System/6000 family of workstations
and servers.
Northern Telecom Limited
HP and Northern Telecom signed an agreement in
which the companies will jointiy market centtal
office-based call handling capabilities based on a
link between Northern's DMS-100 central office
switch and HP's UNIX-based Apphed Computerized Telephony.
0011509
©1991 Dataquest Incorporated October—^Reproduction Prohibited
9
Hewlett-Packard Company
Panacea Inc.
HP and Panacea signed a nonexclusive licensing
agreement allowing a version of Panacea's Display
List Driver (DLD) to be tailored to the HP Intelligent Graphics Controllers (IGCs).
Cognos
HP entered into an agreement with Cognos, establishing Cognos' PowerHouse fourth-generation
language (4GL) software as a growth path for
users of HP's RAPID and ALLBASE tool sets.
Sequoia Systems Inc.
HP extended its OEM and technology-licensing
agreement with Sequoia Systems through 1994.
The new agreement extends HP's exclusive marketing rights for Sequoia systems to the worldwide
telecommunications market and increases the number of Sequoia's fault-tolerant systems HP is committed to sell in 1992.
Emerald Systems Corporation
HP signed Emerald Systems to a distribution
agreement in which Emerald will offer RAMP
backup and restore software for use with the HP
Network Mass Storage System.
Software AG
HP and the Germany-based Software AG made a
marketing agreement imder which Software AG's
Adabas database management system. Network
networking product, and Natural fourth-generation
language will be made available on HP's UNIX
platforms.
Sun Microsystems Inc.
HP and Sun entered a joint-development agreement to create a common, next-generation, objectoriented distributed confuting environment called
Distributed Application Architecture (DAA). The
move brings together two of the leading operating
systems in Sun's Open Network Computing
(ONC) and HP's Network Computing System
(NCS).
HP and Sun also signed an agreement by which
HP will port its mechanical computer-aided design (MCAD) software to Sun SPARCstation
workstations.
1990
Actel Corporation
HP and Actel Corporation annoimced that they
will cooperate in developing, licensing, and
manufacturing an advanced family of field
programmable gate arrays (FPGAs). Under the
terms of the five-year agreement, HP has immediate access to Actel's FPGA design software and
will make a 5 percent equity investment in ActeL
AT&T Computer Systems
HP signed an agreement to license HP NewWave
software to AT&T Computer Systems. Terms of
the contract were not disclosed.
Cascade Microtech Inc.
HP purchased a minority equity position in Cascade Microtech Inc. and licensed some waferprobing technology to Cascade.
10
Hughes Aircraft Company
HP and Hughes Aircraft Company signed a strategic agreement to develop and manufacture
advanced workstations, personal computers, and
other related equipment
MAI Basic Four Inc.
MAI Basic Four became an HP VAR. Under the
VAR agreement, MAI Basic Four wiU resell the
computers with MANBASE, its MRP 11 (manufacturing/resource/planning) software solution to
manufacturers.
McDonnell Douglas Systems Integration Co.
HP and McDonnell Douglas Systems Integration
entered into a three-year, $75 million VAR agreement that allows McDonnell Douglas to resell
HP's Motorola and RISC-based HP 9000 family of
workstations with its Unigraphics software.
Mentor Graphics Corporation
HP and Mentor Graphics announced a
multimillion-dollar software-marketing agreement
Under the terms of the agreement HP will adapt
Mentor Graphics' design and analysis software for
board-test applications and will market it with
future HP board-test products.
NCR/Data General/Canon
HP signed an agreement to license the HP
NewWave software environment to NCR, Data
General, and Canon.
Novell Inc.
HP and Novell signed a licensing agreement that
will enable HP to offer Novell's Portable NetWare
network operating system to users of its HP 3000
Model 900 RISC-based minicomputers.
Numetrix Inc.
HP and Numetrix Inc. signed an agreement in
which Numetrix's Schedulex production scheduling software will be ported to HP 9000 Series 800
HP-PA computers and HP Vectra personal computers. HP and Numetrix will market the HP-based
Schedulex software solution to process manufacturers in the food, beverage, pulp and paper, chemical, pharmaceutical, and consumer packaged
goods industries.
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011509
Hewlett-Packard Company
Octet Communications Corporation
HP and Octel Communications Corporation have
become strategic partners in bringing highperformance voice-processing equipment to
Europe.
Penstock Inc.
HP announced that Penstock Inc. has become a
distributor of HP RF and microwave components
and integrated products in the United States and
Canada. Under the terms of the agreement. Penstock win focus on selling devices above 1 GHz
and will stock a broad line of silicon and gallium
arsenide (GaAs) beam-lead and chip devices, as
well as packaged versions of these products. In
addition. Penstock will have inventory of selected
HP mechanical switches, programmable step attentuators, and fixed coaxial attentuators.
Sequoia Systems Inc.
HP and Sequoia Systems Inc. announced a strategic relationship that includes a matketing agreement, technology hcensing, and an equity investment. Under the technology licensing agreement,
HP has the right to use most of Sequoia's faulttolerance, muiltiprocessor technology in future HP
systems. The agreement also calls for the crosslicensing of any improvements to this technology
by either company.
Visual Information Technologies Inc. (VITec)
HP and VITec signed an agreement to develop and
market a high-end, image-processing workstation
that runs on the recently introduced HP Apollo
9000 Model 400s.
1989
3Com Corporation
HP announced a strategic alliance with 3Com,
which will license its OS/2-based 3+Open LAN
Manager network operating system to HP. HP will
sell the product under the name HP3+Open LAN
Manager.
Blue Star Ltd.
HP has established Hewlett-Packard India PvL
Ltd., a joint-venture company with Blue Star Ltd.,
the sole distributor of HP products in India. HP
will have 40 percent equity in the venture and Blue
Star 20 percent The remaining 40 percent will be
in the form of pubUc shares to be issued in 1990.
Carlisle Memory Products Group
HP signed a $4.5 million contract that renews and
expands a previous agreement to purchase Carlisle
half-inch tape reels in all worldwide locations.
Compression Labs Inc. (CLI)
Compression Labs Inc. signed an agreement with
HP to provide videoconferencing systems for HP's
international communications network. The agreement, worth more than $2 million, calls for CLI to
provide 50 videoconferencing systems over a twoyear period.
Decision Data Inc. (DDI)
HP and Decision Data Inc. established an OEM
agreement in which DDI intends to purchase $20
miUion worth of newly developed HP terminals
compatible with IBM System/3X and AS/400
computers. The new terminals will be resold by
Decision Data Computer Corporation, a subsidiary
of DDI. The OEM terminals, developed jointly by
HP and DDI, are manufactured at HP's automotated facility in RosevUle, California. The terminals will be sold exclusively to DDI.
Interphase
HP, through its Apollo Division, extended its OEM
agreement with Inteiphase for another two years at
a value of approximately $2.1 million.
Microsoft Corporation
The two companies engaged in joint development
to port the MS LAN Manager OS/2 technology to
the UNIX system environment.
Aeritalia's Systems and RPVs Group of Italy
HP, Aeritalia's Systems, and RPVs Group of Italy
signed a joint agreement to market EMC measurement systems.
NEC Corporation
HP and NEC announced an agreement to develop
comprehensive development tools for several NEC
original microprocessors and microcomputers.
Under the terms of the agreement, HP will
develop, sell, and support HP 64700 series emulators for many of NEX's original microprocessors
and microcontrollers.
AGFA Compugraphic Division
HP and AGFA Compugraphic Division joindy
developed Type Director, which is based on
Compugraphic's InteUifont font-scaling technology
and has been implemented according to HP's
specifications.
National Semiconductor Corporation
HP and National Semiconductor Corporation
announced joint development efforts aimed at
providing integrated semiconductor and system
network products that conform to the IEEE
802.3 lOBASE-T network standard.
0011509
©1991 Dataquest Incorporated October—^Reproduction Prohibited
11
Hewlett-Packard Company
Nellcor Inc.
HP was granted a license imder Nellcor Inc.'s
sensor-coding patents to use NeUcor's oximeter
sensors with HP patent-monitoring systems.
Oki Electric Industry Co. Ltd.
The two companies agreed to build and operate a
printed circuit board facility in Puerto Rico.
Oracle Corporation
HP, through its Apollo Division, announced a marketing agreement with Oracle under which both
companies will promote and market the Oracle
relational database management systems software
products.
Philips Components
HP and Phihps Components of the Netherlands
announced an agreement to develop and make
high-voltage optocouplers.
Samsung Electronics Co. Ltd.
HP and Samsung Electronics Co. in Korea formed
an agreement for Samsung to develop, manufacture, and resell chip sets, workstations, and other
computers using HP's RISC technology.
Sony of America
Sony of America will supply 5.25-inch rewritable
optical disk storage products to HP for the HP
C17QA Optical Disk Library System, the first
rewritable optical disk autochanger. The Sony
drive and controller will also be used for a
standalone rewritable optical disk subsystem, the
HP C1711A, which is fully compatible with the
Optical Disk Library System.
Spatial Technology Inc.
HP and Spatial Technology Inc. agreed to jointly
market solid-modeling software for the mechanical
computer-aided design and computer-aided
manufacturing market HP bought about a 10 percent equity stake in Spatial.
VHA Supply Company Inc.
HP and VHA Supply Company signed a two-year
extension to a three-year purchase agreement
signed in 1987, covering a variety of HP medicalelectronic and computer products. Under the terms
of the agreement, HP will provide cridcal-care and
diagnostic equipment as well as computer systems
to VHA's national network of 669 locally owned
hospitals and their 177 affiliates. Included in the
critical-care equipment are the HP CareVue 9000
clinical information system and the HP Component
Monitoring System.
m
MERGERS AND ACQUISITIONS
1991
Applied Optoelectronic Technology
HP purchased Milpitas, California-based Applied
Optoelectronic Technology, thereby expanding
HP's range of semiconductor test gear. AOT makes
automatic testing gear for smart-power modules
and integrated circuits.
1989
Apollo Computer Inc.
This merger with Apollo gave HP a strong foothold in the networking arena, with a 30.4 percent
shate of the 1988 workstation market. The acquisition gave HP an installed base of about 84,000
Apollo machines at almost 3,000 sites and another
proprietary RISC architecture.
Optotech
HP purchased certain assets of Optotech, a privately held company that designs and develops
optical disk drives.
KEY OFFICERS
David Packard
Chairman of the board
John A. Young
President, chief executive officer
Dean O. Morton
Executive vice president, chief operating officer
Richard C. Alberding
Executive vice president. Marketing and International
John L. Doyle
Executive vice president. Business Development
Richard A. Hackborn
Executive vice president, Computer Products
Organization
Lewis E. Piatt
Executive vice president. Computer Systems
Organization
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011509
Hewlett-Packard Company
William E. Terry
Executive vice president. Measurement Systems
Robert Wayman
Senior vice president, chief financial officer
^^^^^^^^^^^^^^^^^^^^^M
•
•
•
•
•
•
^
FOUNDERS
William R. Hewlett (stepped down as Vice President
of board of directors, February 1987)
David Packard
PRINCIPAL INVESTORS
David Packard—17.1 percent
William R. Hewlett—12.2 percent
0011509
©1991 Dataquest Incorporated October—Repnxiuction Prohibited
13
Hewlett-Packard Company
Table 4
Balance Sheet
Fiscal Year Ending October 31
(Millions of U.S. Dollars)
Balance Sheet
1986
1987
1988
1989
1990
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
1,372
1,344
0
981
117
3,814
2,236
237
2,645
1,561
0
1,117
167
5,490
2,328
315
814
1,982
118
1,478
170
4,562
2,516
780
906
2,494
20
1,947
364
5,731
2,893
1,451
1,077
2,883
0
2,092
458
6,510
3,201
1,684
6,287
8,133
7,858
10,075
11,395
1,518
110
285
1,913
0
712
0
3,662
4,374
2,735
88
288
3,111
0
776
0
4,246
5,022
2,589
392
344
3,325
0
234
0
4,299
4,533
3,743
474
412
4,629
0
459
0
4,987
5,446
4,443
139
450
5,032
0
739
0
5,624
6,363
6,287
8,133
7,858
10,075
11,395
Total Assets
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity
Retained Earnings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equity
Soutce: Hewlett-Packard Company
Annual Reports and Fbims 10-K.
Dataquest (October 1991)
14
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011509
Hewlett-Packard Company
Table 5
Consolidated Income Statement
Fiscal Year Ending October 31
(Millions of U.S. Dollars, except Per Share Data)
Consolidated Income Statement
1986
1987
1988
1989
1990
Revenue
U.S. Revenue
Non-U.S. Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
7,102
3,812
3,290
3,353
824
2,145
497
780
10.98
33.90
516
256
8,090
4,122
3,968
3,785
901
2,442
510
962
11.89
33.10
644
257
9,831
4,763
5,068
4,832
1,056
2,859
648
1,142
11.62
28.50
816
234
11,899
5,561
6,338
6,091
1,269
3,327
857
1,151
9.67
28.00
829
238
13,233
6,025
7,208
6,993
1,367
3,711
955
1,056
7.98
0
739
244
Per Share Data
Earnings
Dividend
Book Value
2.02
0.22
17.09
2.50
0.23
19.54
3.36
0.28
19.37
3.52
0.36
22.88
3.06
0.42
26.08
Sovce: Hewlett-Packard Company
Annual Reports and Fonns 10-K
Dataquest (October 1991)
Table 6
Key Financial Ratios
Fiscal Year Ending October 31
Key Financial Ratios
Liquidity
Current (Times)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue ($K)/Employee
Capital Spending % of Assets
1986
1987
1988
1989
1990
2.51
143.74
34.71
43.74
2.01
161.95
54.46
61.95
1.76
173.35
57.11
73.35
1.53
185.00
68.73
85.00
1.47
179.08
69.83
79.08
8.21
11.80
7.27
7.92
12.82
7.96
10.38
18.00
8.30
8.23
15.22
6.97
6.49
11.61
5.58
11.60
7.00
82,000
86.61
7.91
11.14
6.30
82,000
98.66
6.27
10.74
6.59
87,000
113.00
8.25
10,66
7.20
95,000
125.25
8.51
10.33
7.22
92,000
143.84
8.38
Source: Hewlett-Packard Con^wny
Annual Reports
Dataquest (October 1991)
0011509
©1991 Dataquest Incorporated October—^Reproduction Prohibited
15
Hitachi Ltd.
6, Kanda-Surugadai
4-chome, Chiyuoda-ku
Tokyo 101, Japan
Telephone: (03) 258-1111
Fax: (03) 253-2186
Dun's Number: 69-054-1503
Date Founded: 1910
CORPORATE STRATEGIC DIRECTION
Hitachi Ltd. was foimded to develop indigenous Japanese electrical power equipment manufacturing technology. Initially, the company emphasized the
development of heavy electrical equipment and industrial machinery. After World War H, Hitachi expanded
into the consumer product area and in the 1950s
entered the electronics field, producing computers,
semiconductors, and other electronic devices.
Over the years, most of Hitachi's business operations
involved large equipment such as power plants and
industrial machinery. The plant-as-profit-center concept was the basis of the management system. Today,
however, a large percentage of Hitachi's business
relates to electric and electronic consumer goods,
office automation equipment, and other mass-market
products.
Under the new system, the business divisions make
the decisions regarding product development and
coordinate the work of the laboratory, plant, and sales
division in all phases of the development process,
from R&D to marketing. This new system created the
Semiconductor Design and Development Center and
the Instimte of Advanced Business Systems, as well
as a system for promoting the development and marketing of new products in new business fields. During
1990, the office computer system design operations,
which had been split between two works, were consolidated under die newly established Center for
Small-Scale Processors and Workstations Development. Thus, a new profit center was created under the
wing of the computer division.
Hitachi also consoUdated the operations of its subsidiaries in each of the three major regions—^United
States, Europe, and Asia—where the company has
production and marketing bases. Hitachi also
0012329
made an effort to expand production at overseas sites.
As part of this expansion, a company was set up in
France for manufacturing computer products. Hitachi
also increased the production capacity of a number of
bases in other parts of the world.
During fiscal year 1991, operating income was held
back by the high value of the yen, the economic
slowdown in the United States and Europe, and the
transition to a new generation of products in key
computer and semiconductor sectors. In order to offset these factors, Hitachi increased its plant and
equipment investment by 19 percent to ¥781,488
million (U.S.$55.6 million). (Percentage changes
refer only to ¥ amounts; U.S.$ percentage changes
will differ because of fluctuations in Dataquest
exchange rates.) Most of these funds were used to
strengthen and consolidate the computer and semiconductor operations.
Hitachi's consolidated revenue of ¥7,737.0 billion
(U.S.$54.8 billion) for fiscal 1991 was an increase of
10.65 percent from ¥7,077.8 biUion (U.S.$49.5 bUlion) during fiscal 1990.
Hitachi is divided into four separate segments: Information Systems and Electronics, Power and Industrial
Systems, Consumer Products, and Materials and
Others. Information Systems and Electronics was the
largest contributor of revenue with 34 percent or
¥2,781,351 million (U.S.$19,798 million); Power
and Industrial Systems contributed 28 percent
or ¥2,357,892 million (U.S.$16,783 million);
Materials and Others contributed 25 percent or
¥2,100,870 million (U.S.$14,953 million); and
Consumer Products contributed 13 percent or
¥1,107,388 milhon (U.S.$7,882 miUion).
©1991 Dataquest Incorporated November—Reproduction Prohibited
I
Hitachi Ltd.
Net income increased by 10.4 percent to ¥230.2
billion (U.S.$1.6 billion) for fiscal 1991, compared
with ¥211.0 billion (U.S.$1.5 biUion) in fiscal 1990.
The improved results were attributed to the company's steady expansion on a worldwide scale. Hitachi
employs more than 290,000 people worldwide.
Research and development expenditure increased to
¥490.7 billion (U.S.$3.5 biUion) and represented
6.3 percent of total revenue for the period. Over
60 percent of this expenditure was channeled into the
Information Systems and Electronics division. During
1990, Advanced Research Laboratory was relocated
to Saitama Prefecture, Japan. This laboratory concentrates on long-temi research projects with a duration
of 10 to 20 years. It is currently engaged in research
in the areas of quantum measurement, software
science, biotechnology, and materials science.
More detailed information is available in Tables 1 and
2, which appear after "Business Segment Strategic
Direction" and present corporate highlights and revenue by region. Information on revenue by distribution
channel is not available. Tables 3 through 7 at the end
of this backgrounder provide comprehensive financial
information.
BUSINESS SEGMENT STRATEGIC
DIRECTION
In the second half of 1990, the supply of MOS
memories exceeded demand, increasing the downward pressure on prices. Therefore, as a result of
industry cutbacks in the production of 1Mb DRAMs
implemented in fall 1990, prices stabilized. During
the latter half of 1990, there was a growing demand
for 4Mb DRAMs for use in new workstations and
32-bit personal computers. According to Dataquest
estimates, Hitachi increased its DRAM market share
firam 8.5 percent in 1989 to 9.7 percent in 1990,
and the company ranked fourth worldwide in DRAM
production, accounting for U.S.$697 million in
revenue.
Computers
During fiscal 1990, Hitachi introduced the large-scale
general-purpose HITACHI M-880 Processor Group.
This system will become a mainstay product in
Hitachi's computer operations. In addition, the technology involved will be applied extensively in other
products. During 1990, in the business computer
market, Hitachi had a 12.45 percent worldwide market share and ranked third in supercomputers. In
mainframes, it ranked second with a 7.40 percent
worldwide market share. In the technical computer
market, Hitachi had a 2.09 percent worldwide market
share and ranked tenth in supercomputers. In mainframes, it ranked third with a 7.79 percent worldwide
market share. In the personal computer market,
Hitachi had less than one percent of the market
Computer Storage
Semiconductors
During calendar year 1990, Hitachi was the third
largest worldwide semiconductor manufacturer with
U.S.$3,893 million, representing a 6.7 percent market
share. Dataquest estimates the company's single
largest market to be Japan, which generated approximately U.S.$2.8 million, representing 12.1 percent of
the semiconductor market during 1990. Dataquest
ranks Hitachi third of all Japanese companies in this
market. Hitachi's next largest market is North America, where Hitachi's sales were U.S.$517 million in
calendar 1990, ranking eighth, with a 3.0 percent
market share.
Hitachi was the third largest worldwide supplier of
MOS memory in 1990, accounting for approximately
U.S.$1,366 million in revenue worldwide. This
represented a 10 percent share of the worldwide
market, which is an increase of about 10 percent over
1989.
In addition to intioducing the HITACHI M-880, the
company also introduced die H-6587 series of massstorage magnetic disk storage subsystems for large
computers. Dataquest estimates that Hitachi ranks
third in the worldwide total optical disk drive market
with 11.5 percent of the maiket and U.S.$23.4 million
in 1990 revenue. In the CD-ROM optical disk drive
market, Hitachi ranks second worldwide with revenue
of U.S.$10.4 milUon and a market share of 17.5 percent. Hitachi also ranks third in the worldwide
12-inch WORM optical disk drive maiket with a
20 percent maiket share and U.S.$13 million in
revenue.
Other Products
Hitachi's Power and Industrial Systems witnessed
a 5 percent increase in fiscal 1990 sales over 1989.
The main contributing factors were a higher level of
industrial demand accompanying the continuing
©1991 Dataquest Incorporated November—Reproduction Prohibited
0012329
Hitachi Ltd.
expansion of the domestic economy. Sales in
Hitachi's Consxmier Products division grew 10 percent in 1990 firom 1989. In Japan, sales were derived
from air conditioners, washing machines, and 8mm
camera/recorders. Although overseas sales were
severely affected by the depressed state of the U.S.
market, there was a recovery in exports of color
television sets and VCRs to China and brisk exports
to the USSR and Eastern Europe. The Materials and
Others division posted an increase of 12 percent over
1989. Hitachi Cable Ltd. achieved an increase in sales
based on a combination of strong domestic demand,
mostly from the electric equipment and construction
industries and brisk exports. At Hitachi Metals Ltd.,
sales were pushed up by demand from the automobile
and electronics-related industries. Active business in
0012329
the electronics equipment and industries, plus a high
level of new housing starts, led to increased sales for
Hitachi Chemical Co. Ltd. The major part of the
service sector business was derived from Hitachi
Transport System. The continuing driviog pace of the
Japanese economy generated strong demand for
freight-hauling services and produced an increase in
company sales.
Further Information
For further information pertaining to die company's
business segments, please contact the appropriate
Dataquest industry service.
©1991 Dataquest Incorporated November—Reproduction Prohibited
Hitachi Ltd.
Table 1
Five-Year Corporate Highlights (Billions of U.S. Dollars)
1987
1988
1989
1990
Five-Year Revenue
Percent Change
30.4
34.19
36.0
18.61
49.9
38.48
49.5
(0.79)
54.8
10.65
Capital Expenditure
Percent of Revenue
4.1
13.56
2.7
7.49
4.0
8.04
3.6
7.27
5.3
9.61
R&D Expenditure
Percent of Revenue
1.9
6.34
2.3
6.51
2.9
5.83
3.0
6.07
3.5
6.34
161,325
0.19
159,910
0.23
274,508
0.18
290,000
0.17
310,000
0.18
0.6
38.67
159.56
1.0
60.22
138.03
1.4
46.02
128.25
1.5
2.01
142.93
1.6
10.43
141.21
Number of Employees
Revenue ($K)/Employee
Net Income
Percent Change
Exchange Rate ( U . S . $ 1 ^
1991
Source: Hitachi Lid.
Annual Reports
Dataquest (November 1991)
Table 2
Revenue by Geographic Region (Percent)
Region
1987
1988
1989
1990
1991
Japan
International
73.82
26.18
76.00
24.00
77.05
22.95
76.58
23.42
76.02
23.98
Source: Hitachi, Ltd.
Annual Reports
Dataquest (November 1991)
©1991 Dataquest Incorporated November—Reproduction Prohibited
0012329
Hitachi Ltd.
1991 SALES OFFICE LOCATIONS
North America—2
Europe—2
Asia/Pacific—61
Japan—50
ROW—9
AsialPacific
MANUFACTURING LOCATIONS
North America
High Voltage Breakers, Norcross, Georgia
SF6 gas breakers
Hitachi Automotive Products, Farmingtonhills,
Michigan
Electronic auto parts
Hitachi Cable Manchester Inc., Manchester, New
Hampshire
Cables
Hitachi Cable Manchester Inc., New Albany, Indiana
Automobile brake hose
Hitachi Computer Products (America), Norman,
Oklahoma
Computer products (magnetic disk devices,
magnetic tape cartridges)
Hitachi Construction Machinery Corp., Brampton,
Ontario
Excavators, cranes, tunnel shield machines
Hitachi Electronic Devices USA Inc., Greenville,
South Carolina
Color picture mbes
Hitachi Home Electronics of America, Anaheim,
California
Color TVs, VCRs
Hitachi Denshi (Canada) Ltd., Scarborough, Ontario
Broadcast and professional video, CCTV
equipment, test and instrumentation
Hitachi (HSC) Canada Inc., Pointe Claire, Quebec
TVs, VCRs, and household electric appliances
Hitachi Instruments Inc.
Medical instruments
Hitachi Semiconductor (America), Irving, Texas
Semiconductors
Hitachi Telecom, Norcross, Georgia
Digital PBXs
Europe
Hitachi Consumer Products (Europe), Germany
VCRs
0012329
Hitachi Consumer Products (U.K.), United Kingdom
Color TVs
Hitachi Semiconductor Europe, Germany
Semiconductors
Akita Electronic Co., Akita, Japan
MOS, bipolar IC
Hanshi Electric, Japan
Ignition coils for automobiles
Haramachi Semiconductor Ltd., Ibaraga, Japan
Diodes, thyristors
Hitachi Computer Engineering, Japan
Development of automatic designing systems
Hitachi Consumer Products, Malaysia
TV parts
Hitachi Consumer Products, Singapore
Color TVs, audio equipment, vacuum cleaners
Hitachi Consumer Products, Thailand
Electric fans, refrigerators, TVs, motors, air
conditioners, electric rice cookers
Hitachi Cubu Electric, Japan
Switchboards
Hitachi Denshi, Japan
Communications equipment, measuring instruments, information equipment
Hitachi Electronic Devices, Singapore
Color CRTs
Hitachi Electronics Engineering, Japan
Information equipment, semiconductor devices,
energy-saving equipment
Hitachi Elevator Engineering, Singapore
Elevators, escalators
Hitachi Engineering, Japan
Electric/electronic equipment, plant engineering
Hitachi Haramachi Semiconductor, Japan
Semiconductor parts
Hitachi Kiden Kogyo, Japan
Cranes, water treatment equipment, FA-related
equipment
Hitachi Kyowa Kogyo, Japan
Electric equipment
Hitachi Maxell, Japan
Dry batteries, magnetic tapes, electronic devices
Hitachi Medical, Japan
Medical equipment
Hitachi Microcomputer Engineering, Tokyo, Japan
MPUs, ASICs
Hitachi Mizusawa, Japan
Transformers for TVs
Hitachi Naka Seiki, Japan
Chromatographic equipment, scientific instruments
Hitachi Nissin Electronics, Japan
Electronic parts
©1991 Dataquest Incorporated November—Reproduction Prohibited
Hitachi Ltd.
Hitachi Ohira Industrial, Japan
Parts for refrigerators, air conditioners
Hitachi Process Computer Engineering, Japan
Process computers
Hitachi Semiconductor, Malaysia
Semiconductors
Hitachi Setsubi Engineering, Japan
FA equipment
Hitachi Techno Engineering, Japan
Electronic part manufacturing equipment
Hitachi Telecom Technologies, Japan
Switching systems
Hitachi Television, Taiwan
Color TVs, audio equipment, displays
Hitachi Video Engineering, Japan
Development of video equipment
Hitachi Works, Ibaraga, Japan
Discrete devices
Hitachi Yomezawa Electronic, Japan
Semiconductor elements
Hokkai Semiconductor, Hokkaido, Japan
SRAMs
Horiba Ltd., Japan
Electric measuring instruments
Japan Servo, Japan
Precision motors
Jidosha Denki Kogyo, Japan
Electrical auto parts
Kaohsiung Hitachi Electronics, Taiwan
Electronic parts, transistors, LCDs
Kokusai Electric, Japan
Electric communications equipment
Kokusan Denki, Japan
Electrical auto parts, generators, motors
Komoro Works, Nagano, Japan
Photo devices, hybrid ICs
Mobara Works, Chiba, Japan
DRAMs, CMOS logic, LCDs
Musashi Works, Tokyo, Japan
MPUs, diodes, DRAMs, SRAMs
Naka Works, Ibaraga, Japan
Semiconductor sensors, DRAMs, SRAMs
Nakayo Telecommunications, Japan
Telephone and switching systems
Nigata Works, Nigata, Japan
Linear, bipolar digital ICs
Nippon Colimibia, Japan
Records, stereos, and other audio equipment
Nissin Electronics Ltd., Ibaraga, Japan
MOS
Taga Sangyo, Japan
Electric equipment
Taiwan Hitachi, Taiwan
Room air conditioners
Takasaki Woiks, Gunma, Japan
Bipolar and MOS ICs, EPROMs, CMOS logic
Tobu Semiconductor Ltd., Aomari, Japan
Bipolar ICs
Tobu Semiconductor Ltd., Saitama, Japan
Transistor, hybrid ICs
Tokico Ltd., Japan
Electrical auto parts and equipment
Tokyo Electronics Co., Yamanashi, Japan
Diodes, bipolar ICs
Yagi Antenna, Japan
Antennas
Yomezawa Electronic Co., Yamagata, Japan
MOS
ROW
ladustrias Hitachi, Brazil
Distribution equipment, air conditioners, electronic
parts, transformers, switches
Hitachi Consumer Products de Mexico, Mexico
Televisions
SUBSIDIARIES
North America
Hitachi America Ltd. (United States)
Hitachi Automotive Products (USA) Inc.
(United States)
Hitachi (Canadian) Ltd. (Canada)
Hitachi Computer Products (America) Inc.
(United States)
I£tachi Electronic Devices (United States)
Hitachi Farmington Technical Center (United States)
Hitachi Home Electronics of America Inc.
(United States)
Ifitachi Micro Systems Inc. (United States)
Hitachi Semiconductor (America) Inc. (United States)
Hitachi Telecom (USA) Inc. (United States)
Europe
Hitachi Consumer Products Europe Ltd.
(United Kingdom)
Ifitachi Semiconductor Europe (Germany)
Hitachi Consumer Products (Europe) (Germany)
Asia/Pacific
Asahi Kogyo Co. Ltd. (Japan)
Babcock-Hitachi K.K. (Japan)
Chuo Shoji Ltd. (Japan)
©1991 Dataquest Incorporated November—Reproduction Prohibited
0012329
Hitachi Ltd.
Hitachi Air Conditioning & Refrigeration Co. Ltd.
(Japan)
Hitachi Australia Ltd. (Australia)
Hitachi Automobile Appliances Sales Co. Ltd.
(Japan)
Hitachi Cable Ltd. (Japan)
Hitachi Chemical Co. Ltd. (Japan)
Hitachi Construction Machinery Co. Ltd. (Japan)
Hitachi Consumer Products (Malaysia) Sdn. Bhd.
(Malaysia)
Hitachi Consumer Products Pte. Ltd.
Hitachi Credit Corporation (Japan)
Hitachi Electronic Components (Asia) Ltd.
(Hong Kong)
Hitachi Electronic Devices (Singapore) Pte. Ltd.
(Singapore)
Hitachi Denshi Ltd. (Japan)
Hitachi Electronics Engineering Co. Ltd. (Japan)
Hitachi Electronics Service Co. Ltd. (Japan)
Hitachi Elevator Engiaeering and Service Co. Ltd.
(Japan)
Hitachi Engineering Co. Ltd. (Japan)
Hitachi Heating Appliances Co. Ltd. (Japan)
Hitachi Higashi Shohin Engineering Ltd. (Japan)
Hitachi Hokkai Semiconductor Ltd. (Japan)
Hitachi Kiden Kogyo Ltd. (Japan)
Hitachi Lighting Ltd. (Japan)
Hitachi Machinery and ^gineering Ltd. (Japan)
Hitachi Maxell Ltd. (Japan)
Hitachi Medical Corporation (Japan)
Hitachi Metals Ltd. (Japan)
Hitachi Mokuzai Jisho Ltd. (Japan)
Hitachi Nishi Shohin Engineering Ltd. (Japan)
Hitachi Plant Engineering & Construction Co. Ltd.
(Japan)
Hitachi Power Engineering Co. Ltd. (Japan)
Hitachi Printing Co. Ltd. (Japan)
Hitachi Sales Corporation (Japan)
Hitachi Seiko Ltd. (Japan)
Hitachi Semiconductor (Malaysia) Sdn. Bhd.
(Malaysia)
Hitachi Service Engineering Co. Ltd. (Japan)
Hitachi Software Engineering Co. Ltd. (Japan)
Hitachi Techno Engineering Co. Ltd. (Japan)
Hitachi Telecom Technologie Ltd. (Japan)
Hitachi Television Ltd. (Taiwan)
Hitachi Tochigi Electronics Co. Ltd. (Japan)
Hitachi Tohbu Semiconductor Ltd. (Japan)
Hitachi Tokyo Electronics Co. Ltd. (Japan)
Hitachi Transport System Ltd. (Japan)
Hitachi Welfare Service Ltd. (Japan)
Japan Servo Co. Ltd. (Japan)
Nippon Business Consultant Co. Ltd. (Japan)
Nissei Sangyo Co. Ltd. (Japan)
0012329
ALLIANCES, JOINT VENTURES, AND
LICENSING AGREEMENTS
1991
Texas Instruments Inc., Fujitsu Ltd., and Sony
Corporation
Texas Instruments, Fujitsu, and Sony, along with
Hitachi Ltd., have agreed to collaborate on HDTV
chip development Texas Instruments will be doing
the frame memory store, Fujitsu the signal processors, Sony the analog components, and Hitachi the
audio circuits. The full Muse chip set is scheduled
for completion duriug the first quarter of 1992.
Bull CP8 S.A.
Bull CP8 S.A., a subsidiary of Groupe BuU,
located in Trappes France, has signed Hitachi Ltd.
as the first Japanese licensee of its selfprogrammable one-chip microcomputer (SPOM)
patent Hitachi's chips for microcomputer cards
will be made available in Japan through Tokyobased SPOM Japan KK, a joint venture between
Bull CP8 and Dai Nippon Printing Co. Ltd, and
worldwide through Hitachi's overseas sales office.
Dongfang Power Corp.
Hitachi Ltd. is planning to supply thermal power
plant construction technology to Dongfang Power
Corp., a Chinese company located in Sichuan
Province. Under a 10-year agreement with the Chinese company, Hitachi will provide technology
relating to steam turbines and generator for use in
600,000kw class thermal power stations. The two
companies will then jointiy construct four power
plants.
TRW Inc.
Hitachi Ltd. and TRW Inc. formed a 15-year
strategic alliance to joindy pursue opportunities in
space systems and related ground systems and
technologies. The two companies signed an agreement to set up a management team that will meet
periodically to review future space programs, market opportunities, and technology requirements.
Ultra-Network Technologies
Ultra-Network Technologies, a U.S. network system manufacturer, and Hitachi Ltd. have formed a
software agreement. The agreement will allow
Hitachi to port ULTRANET software, a high-speed
network software package developed by UltraNetwork, to its mainframe computers. The new
©1991 Dataquest Incorporated November—Reproduction Prohibited
Hitachi Ltd.
version of ULTRANET will run under Hitachi's
VOS3 operating system.
Hewlett-Packard Company
Hewlett-Packard Company (HP) and Hitachi Ltd.
have agreed to joindy develop an ardficial intelligence software product based on Hitachi's ES/
Kernel expert systems technology. The new software will run on HP 9000 UNIX workstation as
weU as on Hitachi workstations.
National Semiconductor Corporation
National Semiconductor Corporation and Hitachi
Ltd. have signed a 10-year patent cross-licensing
agreement that covers aU semiconductor products
and technologies developed by either company in
tbe past and during the course of the agreement
The new agreement expands and replaces a previous cross-hcensing agreement between the two
companies concerning FACT logic products.
Goldstar Electron Company Ltd.
Hitachi Ltd. licensed Lucky Goldstar Group's
Goldstar Electron Company Ltd. to fabricate 4Mb
memory chips to Hitachi's design. Part of the
ou^ut will be sold back to Hitachi.
1990
Comparex Information Systems GmbH
Comparex Information Systems GmbH agreed to
ship Hitachi's new Integrated Vector Feature for its
8/9X series of processors.
VLSI Technology Inc.
Hitachi plans to supply SRAMs to VLSI Technology on an OEM basis. The SRAMs have been
joindy developed by the two companies.
Kansai Electric Power Co., Matsushita Electric
Industrial Co. Ltd., Toshiba Corporation, Mitsubishi Electronics Corporation, Sumitomo Electric Industries Ltd., Kawasaki Heavy Industries
Ltd., and Kobe Steel Ltd.
Hitachi agreed to set up a new company, which
wiU perform research and development for free
electron lasers with the preceding companies.
Zuken Inc.
Hitachi agreed to allow Zuken to develop CAD/
CAM/CAE software packages for the 2050G
Series of engineering workstations made by
Hitachi.
Adaptive Information Systems (AIS)
AIS has been formed by Hitachi to market document image processing systems using optical storage technology.
Hewlett-Packard
Hewlett-Packard is hcensing its proprietary Precision Architecture to Hitachi. The two companies
also agreed to joindy develop a new set of chips
using HP's proprietary Precision Architecture
RISC MPU technology.
Texas Instruments Inc.
Texas Instruments supplied SRAMs to Hitachi on
an OEM basis.
GoldStar
Hitachi signed a major pact with South Korea's
GoldStar Company covering 1Mb DRAMs, for
which Hitachi wiU provide technical consultations
and manufacturing technology. Hitachi will get
royalty payments fix)m GoldStar and eventually
will buy chips to sell under its own label.
Cray
litis agreement gives each company the right to
make use of the other's patents in designing computer hardware.
National Semiconductor
Under this production agreement for FACT logic
devices, both companies can mutually produce
independently defined and independentiy developed new fimctions.
MERGERS AND ACQUISITIONS
Sears, Roebuck and Company
Hitachi agreed to let Sears market its VY15A video
printer.
1991
Hitachi has made no merger or acquisition in 1991.
1989
1990
Sun Microsystems Inc.
Hitachi licensed Sun's Open Network Computing/
Network File System technology for implementation on Hitachi's mainframe computers.
Dataproducts Corporation
Two Hitachi affiliates, Hitachi Koki and Nissei
Sangyo, acquired Dataproducts Corporation for
approximately $160 million. Dataproducts
«
©1991 Dataquest Incorporated November—Reproduction Prohibited
0012329
Hitachi Ltd.
manufactures a broad range of band, dot matnx,
laser, solid ink, and thermal printers, and a wide
range of printer supplies. Dataproducts is counting
on solid ink jet printers to play a significant role in
the printer industry and is investing heavily to
finance this strategically important technology. The
1988 acquisition of Imaging Solutions Inc. gave
Dataproducts 100 percent ownership of this new
technology. Dataproducts had sales of $353 million
in fiscal 1989.
National Advanced Systems
Hitachi purchased National Advanced Systems
from National Semiconductor Corporation. The
name of the company was changed to Hitachi Data
Systems. The company markets and services mainframe computers and peripheral subsystems.
Takeo Miura
Executive vice president and representative
director
Toshi Kitamura
Executive vice president and representative
director
Tadashi Okita
Executive vice president and representative
director
Iwao Matsuoka
Executive vice president and representative
director
PRINCIPAL INVESTORS
KEY OFFICERS
Katsushige Mita
Chairman and representative director
Nippon Life Insurance—^3.8 percent
Sumitomo Trust—2.7 percent
Mitsubishi Trust—2.1 percent
Dai-ichi Life Insurance—2.6 percent
Tsutomu Kanai
President and representative director
Yutaka Sonoyama
Executive vice president and representative
director
FOUNDERS
Namihei Odaira
Sutezo Hata
Executive vice president and representative
director
0012329
©1991 Dataquest Incorporated November—Reproduction Prohibited
Hitachi Ltd.
Table 3
Balance Sheet
Fiscal Year Ending in March
(Billions of U.S. Dollars)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity
Retained Earnings
Total Shareholders' Equity
Minority Interests
Total Liabilities and
Shareholders' Equity
Exchange Rate (U.S.$1=¥)
1987
5.6
6.3
2.9
5.6
1.1
21.6
7.4
4.4
1988
8.0
7.8
3.0
7.0
1.4
27.2
8,2
5.3
1989
12.8
10.7
3.0
9.7
1.7
38.0
11.5
4.6
1990
13.0
11.2
2.3
9.5
1.8
37.7
12.0
4.9
1991
11.7
13.0
2.7
11.3
2.0
40.7
14.1
5.6
33.4
40.7
54.1
54.6
60.4
14.3
3.1
2.2
19.6
0
0.9
1.3
9.3
11.4
2.3
17.4
3.1
2.8
23.3
0
1.3
1.8
11.5
14.6
2.8
24.8
4.1
3.8
32.6
0
1.7
2.5
13.6
17.8
3.7
23.2
6.2
3.5
32.9
0
1.7
2.5
13.7
17.9
3.8
26.2
6.3
3.7
36.2
0
1.9
2.9
15.1
19.9
4.3
33.4
40.7
54.1
54.6
60.4
159.56
138.03
128.25
142.93
141.21
SoDtce: Hitachi Ltd.
Anaual Reports
Dataqnest (November 1991)
10
©1991 Dataquest Incoiporated November—Reproduction Prohibited
0012329
Hitachi Ltd.
Table 4
Consolidated Income Statement
Fiscal Year Ending in March
(Billions of U.S. Dollars, except Per Share Data)
Consolidated Income Statement
Revenue
Japanese Revenue
Non-Japanese Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate ( U . S . $ 1 ^
1987
30.4
22.4
8.0
23.0
1.9
6.0
4.1
1.6
5.33
57.50
0.6
2,816.3
1988
36.0
27.3
8.7
28.7
2.3
7.5
2.7
2.4
6.66
56.10
1.0
2,921.7
1989
49.9
38.4
11.5
35.5
2.9
11.0
4.0
3.8
7.67
56.10
1.4
3,017.7
1990
49.5
38.1
11.6
35.1
3.0
10.7
3.6
3.7
7.49
53.90
1.5
3,072.8
1991
54.8
40.8
13.1
38.4
3.5
12.8
5.3
4.0
7.27
51.20
1.6
3,273.7
0.21
0.06
0
159.56
0.32
0.07
0.01
138.03
0.46
0.07
0.01
128.25
0.43
0.06
0.01
142.93
0.44
0.06
0.01
141.21
Source: Hitacbi Ltd.
Annual Reports
Dataquest (November 1991)
0012329
©1991 Dataquest Incorporated November—Reproduction Prohibited
11
Hitachi Ltd.
Table 5
Balance Sheet
Fiscal Year Ending in March
(Billions of Yen)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity
Retained Ejumings
Total Shareholders' Equity
Minority Interests
Total Liabilities and
Shareholders' Equity
Exchange Rate (U.S.$1=*)
1991
1987
892.9
1,010.6
470.6
898.5
172.2
3,444.8
1,179.1
704.1
1988
1,103.9
1,080.7
412.3
960.6
199.9
3,757.4
1,133.0
730.7
1989
1,638.3
1,372.2
385.1
1,250.0
224.4
4,870.0
1,473.1
594.4
1990
1,853.7
1,594.3
324.8
1,355.0
263.1
5,390.9
1,708.9
705.3
5,327.9
5,621.1
6,937.5
7,805.1
1,648.5
1,833.9
384.9
1,597.1
286.6
5,751.0
1,985.7
789.3
8,526.0
2,288.5
488.9
352.3
3,129.7
0
141.2
199.6
1,485.0
1,825.8
372.4
2,399.0
432.8
381.9
3,213.7
0
180.3
244.4
1,593.9
2,018.6
388.8
3,183.5
520.9
481.0
4,185.4
0
219.4
322.0
1,740.3
2,281.7
470.4
3,314.9
886.8
494.0
4,695.7
0
246.9
357.8
1,956.1
2,560.8
548.6
3,694.3
891.0
520.1
5,105.4
0
269.7
410.4
2,131.0
2,811.1
609.5
5,327.9
159.56
5,621.1
6,937.5
7,805.1
8,526.0
138.03
128.25
142.93
141.21
Souce: Hitachi Ltd.
Annual Reports and
Dataquest (November 1991)
12
©1991 Dataquest Incorporated November—Reproduction Prohibited
0012329
Hitachi Ltd.
Table 6
Consolidated Income Statement
Fiscal Year Ending in March
(Billions of Yen, except Per Share Data)
Consolidated Income Statement
Revenue
Japanese Revenue
Non-Japanese Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate (U.S.$1=¥)
1990
1987
4.848.7
3,579.3
1,269.4
3,675.0
307.6
958.8
657.4
258.3
5.33
57.50
98.7
2,816.3
1988
4,975.0
3,781.0
1,194.0
3,961.9
324.0
1,032.4
320.4
331.1
6.66
56.10
136.8
2,921.7
1989
6,401.4
4,932.3
1,469.1
4,552.1
373.5
1,416.1
532.4
491.1
7.67
55.50
185.6
3,017.7
7,077.8
5,420.1
1,657.7
5,023.5
429.4
1,533.2
514.9
530.0
7.49
53.10
211.0
3,072.8
1991
7,737.0
5,881.6
1,855.4
5,417.2
490.7
1,813.4
743.4
562.1
7.27
51.70
230.2
3,273.7
33.45
9.00
0.65
159.56
44.14
9.00
0.69
138.03
58.94
9.00
0.76
128.25
61.71
9.00
0.83
142.93
65.96
9.00
0.86
141.21
Source: Hitachi Ltd.
Amnial Reports
Dataquest (November 1991)
Table 7
Key Financial Ratios
Fiscal Year Ending in March
Key Financial Ratios
Liquidity
Current (Times)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue (¥K)/Employee
Capital Spending % of Assets
Exchange Rate (U.S.$1=¥)
1987
1988
1989
1990
1991
1.51
291.81
125.34
171.42
1.57
278.47
118.84
159.20
1.53
304.05
139.52
183.43
1.63
304.79
129.45
183.37
1.56
303.30
131.42
181.62
1.85
5.41
2.04
2.43
6.78
2.75
2.68
8.13
2.90
2.70
8.24
2.98
2.70
8.19
2.98
6.34
13.56
161,325
30.06
12.34
159.56
6.51
6.44
159,910
31.11
5.70
138.03
5.83
8.32
274,508
23.32
7.67
128.25
6.07
7.27
290,000
24.41
6.60
142.93
6.34
9.61
290,000
26.68
8.72
141.21
Source: Hitachi Ltd.
Annual Reports
Dataquest (November 1991)
(X)12329
©1991 Dataquest Incorporated November—Reproduction Prohibited
13
Inmos International pic
BACKGROUND AND OVERVIEW
Inmos International pic was founded in 1978 by two Americans, Richard Petritz and
Paul Schroeder, and an Englishman, lann Barron. Inmos was primarily a spin-off
company from Mostek Corporation. Mr. Petritz was a foimder of Mostek, and
Mr. Schroeder was one of Mostek's key memory design managers. Under the original
agreement, Inmos Ltd. was to be a British-backed semiconductor venture funded by the
National Enterprise Board (NEB). The concept called for design and manufacturing
facilities in both the United States and the United Kingdom. In this way, Inmos planned
to gain synergy from the existing high-technology base in the United States. The Labor
government in the United Kingdom approved the plan in May 1978 and invested an initial
£50 million in the Company. Inmos' strategy was to start out by making high
price/performance ICs. These were to be marketed to customers in demanding areas
(e.g., telecommunications, measuring equipment, military equipment, and large
computers). Once established in this market, Inmos planned to move into commodity
products and more competitive markets.
In January 1979, Inmos opened the Harrison Park facility in Colorado Springs,
Colorado, in the United States. Wafer fabrication operations began within a few
months. Inmos faced an uncertain future, however, with the Conservative government
election victory in 1979. Under the Conservative government, the NEB—later renamed
the British Technology Group (BTG)—started divesting its investments acquired under
the previous government. At the same time, Inmos was seeking further funding. After
an eight-month delay, the NEB invested an additional £25 million in August 1980. This
brought the total of U.K. taxpayers* investment, in Inmos to approximately £100 million.
Attached to the loan was the condition that the new U.K. production facility should be
situated in Newport, South Wales, an economically depressed area some distance from
the Company's Bristol design and corporate headquarters facility.
By December 1980, Inmos' first product, a 16K NMOS SRAM, went on the market.
In February 1981, a second facility in Colorado Springs, Colorado, was opened in the
United States. By May 1982, Inmos had completed its family of high-performance
64K DRAMs.
From its inception, Inmos has been engaged in parallel architecture microprocessor
development. This resulted in the parallel architecture of the transputer requiring a
totally different programming solution, which led Inmos to develop OCCAM, a special
language. This met with some resistance in the market because the concept was too
advanced for its time. Design engineers were used to the sequential languages, such as
FORTRAN and Pascal.
As with most revolutionary products, the transputer took a long time to ramp up
revenue. The transputer is now an established architecture in leading applications such
as imaging, laser printers, and parallel processors.
ESIS Volume III
0001483
© 1988 Dataquest Incorporated November
Inmos International pic
In 1984, the IMS 1423, a 16K CMOS SRAM, was introduced. Toward the end of the
year, the IMS 1600, a 64K CMOS SRAM, was sampled. The DRAM range was also
extended to include two new versions of the IMS 2600 64K DRAM.
The 1984 semiconductor boom confirmed a need for an assembly operation under
Inmos' direct control and near the Newport production site. In September 1984, the
Company broke ground for a 100,000-square-foot assembly facility at Coed Rhedyn,
Newport. This facility was to assemble a high percentage of the existing Newport
production and to test all devices made there, thus freeing space in Newport for
expansion of existing activities. By 1985, the facility was almost complete; however, it
was mothballed because of the depressed state of the semiconductor industry. In 1986,
Inmos announced that it would reopen the Coed Rhedyn facility.
At the end of 1984, Inmos had 2,135 employees worldwide, with 1,014 in the
United Kingdom and 1,121 in the United States. The Company invested $32 million in
capital expenditure in 1984, a large proportion of it in developing the Newport
operation. The semiconductor recession resulted in a large amount of redundancies, and
the size of the Company was reduced by one-half, both in the United States and the
United Kingdom. Working hours were cut also.
In September 1984, Thom-EMI acquired the U.K. government's 76.1 percent
shareholding in Inmos for £95 million. On March 31, 1987, the total holding of
Thom-EMI in Inmos stood at 99.9 percent. Thom-EMI started restmcturing Inmos to
bring it to profitability. In 1985 and 1986, when it licensed the technology to NMB
semiconductors of Japan, Inmos pulled out of the DRAM market. Production at the
Colorado Springs facility ceased, leaving behind only research and development (R&D),
pilot wafer fabrication, and marketing. Subsequently, in December 1987, the rest of the
facility was closed. The plant's activities were transferred to the Newport site in the
United Kingdom for an annual savings of $20 million.
The divestments are indicative of Inmos' increasing reliance on its transputer
products. In December 1987, the transputer accounted for more than 50 percent of
sales; this will increase to between 70 and 80 percent by 1989. Thom-EMI is currently
seeking a majority partner that can finance the future capital investments required for
Inmos to continue further development of its transputer, memory, and DSP lines.
PRODUCTS AND MARKETS SERVED
To date, Inmos has pulled out of the DRAM and high-density SRAM markets to
concentrate on the transputer, color look-up table, and DSP chips. The Company
announced that it was on the threshold of a major boom in transputer orders, particularly
from major United States and Japanese corporations.
© 1988 Dataquest Incorporated November
ESIS Volume III
0001483
Inmos International pic
Inmos is continually widening applications of the transputer. The Company recently
introduced a line of modules called TRAMs that make it possible to build multitransputer
systems quickly and simply. Modules can be chosen to suit the application, depending on
whether it is processor intensive or memory intensive, or performs some special-purpose
function.
OUTLOOK
Table 1 shows Dataquest's estimates of Inmos' European semiconductor revenue.
Table 2 shows Dataquest's estimates of Inmos' worldwide semiconductor revenue.
Despite an uncertain future at times, Inmos has come a long way since its
inception. The Company's range of transputer products are complex and have taken
longer to generate substantive revenue than originally planned. Dataquest believes that
the parallel processing applications in imaging, graphics, laser writers, and workstations
are just beginning to play a significant role in the marketplace, and the transputer is well
placed to take advantage of them. With substantial design wins in Japan, the
United States, and Europe under its belt, the future outlook for the transputer range is
very bright. Besides transputers, Inmos has its color look-up table designed in many
graphics applications including the PS/2. Inmos' new range of innovative DSP chips is
creating a stir in the marketplace, and we expect Inmos to be a significant participant in
the function-specific DSP market.
ESIS Volume III
0001483
© 1988 Dataquest Incorporated November
Inmos International pic
Table 1
Inmos International pic
Estimated European Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
Total Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
Total Discrete
Transistor
Diode
Thyristor
Other
1983
1984
1995
$18
1997
$25
1995
$18
$9
$9
0
9
0
$25
0
25
0
$18
0
18
0
$18
0
18
0
$20
0
20
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$20
Total Optoelectronic
Table 2
Inmos International pic
Estimated Worldwide Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
Total Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
Total Discrete
Transistor
Diode
Thyristor
other
X993
1984
1995
1986
1987
$58
$146
$85
$80
$91
$58
0
58
0
$146
0
146
0
$85
0
85
0
$80
0
80
0
$91
0
91
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total Optoelectronic
Source:
© 1988 Dataquest Incorporated November
Dataquest
November 1988
ESIS Volume III
0001483
Intel Corporation
3065 Bowers Avenue
Santa Clara, California 95052-8131
Telephone: (408) 765-8080
Fax: (408) 987-5686
Dun's Number: 04-789-7855
Date Founded: 1968
CORPORATE STRATEGIC DIRECTION
Founded in 1968, Intel Corporation originally
flourished as a supplier of semiconductor memory for
mainframe and minicomputer manufacturers. Today,
Intel and its subsidiaries are engaged primarily in the
business of designing, developing, manufacturing,
and marketing advanced microcomputer components
and related products at various levels of integration.
Microcomputers based on Intel technology can be
found in thotisands of appUcations ranging from personal computers and automobiles to robots and supercomputers.
As a leader in the semiconductor industry, Intel has
helped revolutionize the computing industry with
such inventions as the microprocessor and the erasable programmable read-only memory (EPROM)
device. In addition to being a dominant player in the
microprocessor and memory markets, Intel is an
important participant in other semiconductor areas.
The company manufactures microprocessor
peripheral components, embedded control products,
software, microcomputer systems, and development
tools.
In terms of profitability, Intel had an excellent year in
fiscal 1990, as both net revenue and net income
posted substantial gains over previous company
records. Net revenue increased 25.4 percent to
$3.92 billion* in 1990, up from $3.13 billion
recorded in 1989. Intel attributes the increase primarily to strong unit growth of its high-performance
proprietary components and to systems based on
these components. The associated revenue growth
was moderated by lower average selling prices following a normal product maturity/pricing trend. For
the fourth year in a row, the company's net income
*A11 dollar amounts are in U.S. dollars
0011165
increased, with a net profit of $650.3 million being
reported in fiscal 1990. This represents a 66.3 percent
gain over 1989's net income of $391.0 million.
Most of Intel's products are sold or Ucensed through a
network of 79 sales offices located in 21 nations
throughout the world. Additionally, the company uses
distributors and representatives to distribute its
products in the United States and elsewhere. Typically, distributors handle a wide variety of products,
including those competitive with Intel products, and
fill orders for small quantities. Sales representatives
generally do not offer competitive products, but may
cany complementary items mantifactured by other
companies. Representatives do not maintain a product
inventory; instead, their customers place large quantity orders directly with Intel and refer smaller orders
to distributors.
The North American region continued to account for
the majority of Intel's 1990 revenue, and over the past
five years that number has fluctuated between
54 percent and 61 percent of the company's total revenue. In 1990, Europe and Japan accoimted for
22 percent and 10 percent, respectively, of Intel's
total revenue. The company employs 23,900 people
worldwide.
In 1990, R&D expense totaled $516.7 million, an
increase of 41.5 percent compared with 1989's result
of $365.1 million. Intel's new submicron development facility in Santa Qara, CaUfomia, which began
operation in 1990, contributed largely to this increase.
As a percentage of revenue, R&D expense increased
to 13.2 percent in 1990 ft-om 11.7 percent and
11.1 percent in 1989 and 1988, respectively. According to Intel, these results were primarily due to
continued investment in strategic programs. The company believes that high investment in R&D is necessary for the company to remain competitive and
©1991 Dataquest Incorporated October—Reproduction Prohibited
Intel Corporation
provide the flow of new products necessary to meet
the continuing demands of the marketplace.
More detailed information is available in Tables 1
and 2, which appear after "Business Segment Strategic Direction" and present corporate highhghts and
revenue by region. Information on revenue by distribution channel is not available. Tables 3 through 5 at
the end of this backgroimder present comprehensive
financial information.
BUSINESS S E G M E N T STRATEGIC
DIRECTION
Semiconductors
According to Dataquest, Intel jumped from the position of eighth-largest worldwide semiconductor vendor in 1989 to fifth-largest in 1990, based on 1990
factory revenue of $3.17 billion. In the MOS digital
market, Intel ranked second with a 9.8 percent market
share based on 1990 factory revenue of $3.16 billion.
MOS microcomponents accounted for $2.73 billion,
or 86.3 percent, of this amount. MOS memory
devices accounted for $371 million, or 11.8 percent
of MOS digital revenue, while MOS logic devices
accounted for the final $60 miUion, or 1.9 percent of
revenue.
applications. The Intel 386 and Intel 486 fanuhes
include the 386DX microprocessor, the 386SX
microprocessor, and the 486DX microprocessor. In
1990, the 20-MHz 386SL microprocessor was
introduced. It is designed for portable systems and
incorporates the 386 microprocessor core, cache, and
main memory controllers, bus controller, and a power
management unit During April 1991, Intel introduced
its low-end 486SX microprocessor, a 20-MHz version
of the 486DX chip without the 486DX's math
coprocessor. The 486SX is targeted primarily at highend desktop machines but will also be aimed at the
entry-level and medium-size LAN server and
multiuser markets.
Intel's i860 microprocessor, a 64-bit reducedinstruction-set computing (RISC) microprocessor, is
designed for high-speed multiprocessing systems,
technical workstations, and graphics subsystems. In
mid-1991, Intel unveiled the i860 XP, an upgrade of
the two-year-old i860 chip, which is twice as fast as
its predecessor and has 2.5 miUion transistors, making
it more than twice as large as the older chip. In addition, the i860 XP doubles the data cache of the i860
from 8MB to 16MB and quadruples the instruction
cache from 4MB to 16MB.
Microprocessor Peripheral Components
Intel offers microprocessors in three main families:
the 32-bit Intel 386 and Intel 486 family, which is the
latest addition to the line of x86 architecture products;
the i860 family of 64-bit central processing tmits
(CPUs); and the i960 family, which is used in embedded control applications and is described in that
section.
A microprocessor peripheral component is a specialpurpose chip that works with a CPU in managing
selected input/output or other system functions.
Peripheral devices, such as graphics coprocessors,
control the visual screen display of graphic and text
information, while mathematics coprocessors handle
high-speed calculations. Other peripheral components
control floppy disk drives, 'Mnchester disk drives,
keyboards, and printers. Through the use of communications peripherals, computers can operate in networks and communicate locally and over long
distances.
The 32-bit family of Intel 386 and Intel 486
microprocessors serves as the "brains" in PCs, as do
Intel's earlier 16-bit microprocessors, which include
the 8086, 8088, and 80286 CPUs. Additionally, the
higher performance of microprocessors in the Intel
386 and Intel 486 famihes has enabled the microprocessors to be used in minicomputers, parallel
processing systems, engineering workstations, and
artificial intelligence and telecommunications apphcations. The Intel 386 and Intel 486 microprocessors are
compatible vidth the earlier 16-bit CPUs and are
compatible with software used in office automation
Intel's microprocessor peripheral components are
available for controlling all of these functions and are
designed to be fully compatible with its microprocessors. In 1990, Intel announced the 82360SL
peripheral unit, the 89C024FT modem chip set, the
8SC224 and 8SC060 programmable logic devices,
and the Smart Cache for the Intel 386 microprocessor.
The 82360SL peripheral unit contains most of the
input/output circuitry necessary for an industrystandard architecture desktop system. Like the 386SL
microprocessor, the unit was designed for portable
computers.
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011165
Intel Corporation
Digital Video Interactive (DVI) technology allows
applications developers to access a full range of
multimedia capabilities such as compressing video
and audio into digital form, combining them with still
images and graphics, and then storing the resultant
application program on CD-ROM disks. The i750
video processor, a very large scale integration (VLSI)
chip set that brings motion video, still images, graphics, and audio to desktop systems, was introduced in
1990. It consists of two separate components, the
82750PB pixel processor, which compresses and
retrieves information, and the 82750DB display
processor, which controls the display of information.
Memory Components
Memory components are used to store computer programs and data entered during system operation. Intel
supplies a broad line of memory components, including EPROMs, flash memories, dynamic randomaccess memories (DRAMs), and static random-access
memories (SRAMs).
According to Dataquest, Intel was the top-ranked
supplier of EPROMs in 1990, based on estimated
revenue of $234.6 million, finishing just ahead of
Advanced Micro Devices. Intel offers 128Kb, 256Kb,
and 512Kb EPROMs, in addition to 1Mb, 2Mb, and
4Mb EPROMs. In 1988, the company introduced its
flash memory devices to the marketplace. In 1990,
Intel expanded its offerings of flash memory devices
with the introduction of a 2Mb device. This device is
easier and faster to update than EPROMs are because
it can be reprogrammed without removal from its
applications. Intel also introduced a flash memory
card, designed to serve as a rugged storage medium
in small portable computer systems, as well as in
factory floor, medical, and technical instrumentation
applications. In addition, the company continues to
sell DRAMs and SRAMs, all of which are produced
for Intel by subcontractors.
Embedded Control Products
Embedded control products (microprocessors and
microcontrollers) are designed to be embedded within
an application and to be programmed to control the
operation of that application. Embedded control
products typically incorporate a CPU, random-access
memory, program memory, and input/output circuitry
on one chip. They are utilized in computer and
communications systems, automobile control applications, robotics, electronic instrumentation, keyboards,
and home video machines.
f»11165
Intel's product line consists of 32-bit microcontrollers, including the i960 CPUs, 16-bit microcontrollers, such as the 8096 and the 80C196, and 8-bit
microcontrollers, such as the 8048 and the 8051.
The i960 family of processors offers features and
performance in variotis configurations to meet varied
customer needs. The i960 family includes the i960
CA microprocessor, the first microprocessor capable
of executing two instructions in one tick of the
microprocessor's clock. The i960 CA is well suited
for high-performance embedded apphcations such as
the printer controller in laser printers. During 1990,
Intel introduced the low-cost i960 SA and i960 SB
processors, which both feature 32-bit internal performance and 16-bit external data btises. The i960 SB is
equivalent to the i960 SA, with the SB containing a
floating-point unit for high-performance math
processing.
Software
Intel offers software for microcomputer operating
systems, high-level networking, and developmental
and debug support for OEMs incorporating Intel
microprocessors and microprocessor-based systems
into their end-user products.
Intel markets its iRMX real-time operating system as
well as the iRMK Real-Time Kernel, an operating
system kemel for the Intel 386 microprocessor that is
used in industrial control applications. Real-time
operating systems are used in both embedded and
reprogrammable applications where an ever-changing
operating environment requires continual updating of
system conditions. During 1990, Intel introduced a
new version of its 32-bit iRMX-IH real-time operating system that permits users to run MS-DOS as a
task while iRMX-m is running. The enhanced version, called IX)S/RMX, supports the use of Microsoft
Windows and allows MS-DOS applications to be
converted to a 32-bit environment and gain access to
4GB of memory.
Microcomputer Systems
Microcomputer system and module offerings firom
Intel include microcomputer platforms, as weU as
more than 150 single-board computer modules that
can be used as the building blocks of microcomputer
and real-time control systems. All are based on Intel
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Intel Corporation
components. In 1990, Intel introduced the iSBC
386SX Embeddable PC, a Multibus I board designed
to be embedded within industrial, scientific, and medical applications, and the iSBC 486/133SE, a
Multibus n board that has a 33-MHz Intel 486 CPU
and is designed for high-performance applications.
Two industry standard architecture (ISA)-compatible
systems, the Microcomputer Model 402, which
comes with a 25-MHz 486 CPU, and the Model
300LPSX-I6, which comes with a 16-MHz 386SX
microprocessor, also began shipping during 1990.
Other system products provided by Intel include personal computer enhancement products and mainframe
connectivity and networking products. Enhancement
products for PCs are add-in cards and components
that provide additional processing power, memory,
and conmiunications capabilities. In 1990, Intel
introduced the SatisFAXtion board, a PC fax board
that allows users to fax files directly from their
systems to facsimile machines. The company also
announced the NetPort print server, which gives system users easy access to printers on Novell networks.
Intel also sells a line of parallel supercomputers. In
early 1990, the company introduced the iPSC/860
supercomputer based on the i860 microprocessor
technology. Intel's iPSC/2 is a parallel supercomputer
based on the Intel 386 microprocessor.
The company's Touchstone Program is a comprehensive R&D project cosponsored by Intel and the
Defense Advanced Research F*rojects Agency/Information Science &. Technology Office (DARPA/ISTO)
to advance the state-of-the-art in scalable multicomputer systems. In September 1990, Intel demonstrated
the third of four major Touchstone Program prototype
systems. Called Delta System, this prototype is scalable to over 500 processors, has aggregate peak performance of over 30 billion floating-point operations per
second, -and a new interconnect network based on a
Caltech-designed router chip. Late in 1991, Intel
expects to demonstrate the final Touchstone program
prototype, Sigma System, which will comprise more
than 2,000 processors and produce peak performance
of 150 billion floating-point operations per second.
Development Tools
Development tools are used by engineers to develop
and debug hardware and software for microcomputerbased systems. Intel developed the first in-circuit
emulator (ICE) in 1975. The ICE module can be
substituted for the microprocessor or microcontroller
diat is used in the customer's systems, providing an
effective way to develop and debug the customer's
designs. In 1990, Intel introduced several emulators
for Intel architectures, including the ICE-486.
Further Information
For further information on Intel's business segments,
please contact Dataquest's Semiconductors service.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011165
Intel Corporation
Table 1
Five-Year Corporate Highlights (Thousands of U.S. Dollars)
1986
1987
1988
1989
1990
Five-Year Revenue
Percent Change
,265,011
1,907,105
50.76
2,874,769
50.74
3,126,833
8.77
3,921,274
25.41
Capital Expenditure
Percent of Revenue
154,827
12.24
301,530
15.81
477,460
16.61
422,102
13.50
679,546
17.33
R&D Expenditure
Percent of Revenue
228,250
18.04
259,794
13.62
318,331
11.07
365,104
11.68
516,747
13.18
18,200
69.51
19,200
99.33
20,800
138.21
21,700
144.09
23,900
164.07
173,165)
248,055
243.24
452,922
82.59
391,021
(13.67)
650,261
66.30
Number of Employees
Revenue ($K)/Employee
Net Income
Percent Change
1990 Fiscal Year
Ql
Q2
Q3
Q4
Quarterly Revenue
Quarterly Profit
894,457
143,768
968,301
170,693
1,012,441
171,924
1,046,075
163,876
Source: Intel Coiporation
Amraal Reports and Foims 10-K
Dataqaest (October 1991)
Table 2
Revenue by Geographic Region (Percent)
Region
1986
1987
1988
1989
1990
North America
Europe
Japan
ROW
60.15
26.78
8.54
4.53
61.19
23.48
8.94
6.39
57.06
23.60
11.33
8.01
56.75
22.09
10.90
10.26
53.96
22.07
10.21
13.76
Source: Intel Corporation
Annual Reports and Forms 10-K
Dataquest (October 1991)
0011165
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Intel Corporation
1990 SALES OFFICE LOCATIONS
Intel Overseas Corporation (United States)
Intel Puerto Rico hic. (Puerto Rico)
Intel Semiconductor of Canada Ltd. (Canada)
Jupiter Technology Inc. (United States)
North America—^52
Europe—12
Japan—1
ROW—8
Europe
MANUFACTURING LOCATIONS
North America
Aloha, Oregon
High-volume commodity and logic, 386
microprocessors, logic SRAMs
Chandler, Arizona
Military microcontrollers, microprocessors
Fokom, California
HiUsboro, Oregon
Microcomputers, memory boards, systems
Las Piedras, Puerto Rico
Microcomputers, memory boards, systems
Rio Rancho, New Mexico
Component production
Santa Clara, California
Flash 512K, 1Mb and 4Mb EPROMs, arrays,
bum-in equipment
Europe
Intel
Intel
Intel
Intel
Intel
Intel
Intel
Intel
Intel
Corporation Italia S.p.A. (Italy)
Corporation Ltd. (United Kingdom)
Corporation S.A.R.L. (France)
Finland OY (Finland)
Iberica S.A. (Spain)
Semiconductor A.G. (Switzerland)
Semiconductor B.V. (Netherlands)
Semiconductor GmbH (Germany)
Sweden A.B. (Sweden)
Japan
Intel Japan K.K.
ROW
Intel
Intel
Intel
Intel
Intel
Intel
Intel
Intel
Asia Electronics Inc. (India)
AustraUa Pty. Ltd. (Australia)
PRC Corporation (China)
Semicondutores do Brazil LTDA (Brazil)
Semiconductor Ltd. (Hong Kong)
Singapore Technology Ltd. (Singapore)
Technology Asia Ltd. (Korea)
Technology Far East Ltd. (Taiwan)
Leixlip, Ireland
PC platforms for European market
ALLIANCES, JOINT VENTURES, AND
LICENSING AGREEMENTS
ROW
Jerusalem, Israel
VLSI wafer production, 386 microprocessors
Manila, Philippines
VLSI component assembly and testing
Penang, Malaysia
VLSI component assembly and testing
SUBSIDIARIES
North America
Intel Electronics Ltd. (United States)
Intel International Inc. (United States)
Intel Investment Ltd. (United States)
1991
Dialogue and Computer Aided Technologies
(CAT)
Intel signed its first two distributors for the Soviet
Union, Dialogue and CAT, which will each market
Intel's board- and box-level products.
Digital Equipment Corporation (DEC)
Intel entered into an agreement with DEC under
which Digital will introduce a new family of personal computers using Intel's 80386 and 80486
microprocessors. Intel's Computer System Division will manufacture the network PCs, which are
designed to be connected together in an office
environment
©1991 Dataquest Incorporated October—^Reproduction Prohibited
001U6S
Intel Corporation
NMB Semiconductor Inc.
The two companies entered into a new supply
agreement whereby NMB will turn one of its
plants into a flash memory foundry dedicated to
Intel. Under the agreement, NMB will manufacture
flash EPROMs and cards for Intel, and will not
have any rights to the products. This deal replaces
a contract in which Intel and NMB ran into problems with a DRAM manufacturing agreement
That agreement, in contrast, was based on NMB's
selling its own DRAMs to Intel for marketing
under Intel's name.
Pacific Bell
Pacific BeU signed an agreement with Intel's Network and Services Division to market network
integration services and equipment in conjunction
with its Data Communications Group.
Tartan Laboratories Inc.
Tartan Laboratories and Intel's Military Division
signed an agreement by which the two companies
will jointly market Tartan's Ada 960MC Compilation System for the Intel 80960MC processor.
Tartan's 960MC runs on either Sun or DEC VAX
workstations running V M S .
1990
IBM Corporation
Intel obtained exclusive marketiag rights to IBM's
Parallel Interface (PI) Bus Interface Unit The PI
Bus Interface Unit (PBIU) is currently fielded in
the IBM's Common Avionics Modules. The
M82916, Intel's version of the PBIU, integrates on
a single chip the hardware necessary to design
modules and systems based on the FI Bus standard
protocol for parallel backplane buses.
1989
AT&T, Convergent Technologies, Ing. C. Olivetti
S.p.A., Prime Computer Incorporated
Intel annoimced a joint engineering effort with
these four companies to create a multiprocessing
version of the UNIX System V Release 4.0 operating system for the i860 processor.
AT&T Microelectronics
AT&T Microelectronics and Intel signed a fiveyear agreement to provide OEMs with an array of
products supporting ISDN and LANs available
from a common source.
0011165
Defense Advanced Research Projects Agency
(DARPA)
Intel Scientific Computers (ISC), an internal
start-up company, signed a $7.6 million research
agreement with DARPA to develop a prototype of
a system that ultimately wUl contain as many as
2,000 processors that are equivalent to CRAY-1
power.
IBM Corporation
Intel signed an agreement with IBM to develop an
MCA board to utilize DVI for die IBM PS/2
family.
1988
China Aviation Technology Import Export
Corporation
TTie two companies formed Intel China, a joint
venture firm that has as its objective to take advantage of Intel's advanced microprocessor technology to raise the quaUty of computers in China.
Siemens AG
The two companies announced the formation of a
joindy owned corporation, called BiiN, that will
mani^acture and supply mission-critical information systems. Both Siemens and Intel will hold
50 percent stakes in the company. In late 1989, the
two companies dissolved BiiN after determining it
would take too long to achieve an acceptable
return on investment.
MERGERS AND ACQUISITIONS
1991
LANSystems Inc.
Intel acquired the Network Products Division
(NPD) of New York-based LANSystems as part of
its ongoing thrust into the market for LAN software and hardware. NPD will become part of
Intel's Personal Computer Enhancement DivisioiL
1989
Jupiter Technology Inc.
Intel acquired Jupiter Technology, a supplier of
data communications computers and operating systems. With its line of network-to-network and
network-to-user device products, Jupiter Technology is expected to broaden Intel's offerings in the
connectivity market.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Intel Corporation
Harold E. Hughes, Jr.
Vice president and chief financial officer
KEY OFFICERS
Gordon E. Moore
Chairman of the board
Andrew S. Grove
President and chief executive officer
Craig R. Barrett
Executive vice president
Frank C. Gill
Senior vice president and president, Systems
Group
David L. House
Senior vice president and general manager,
Architecture and Applications Group
Robert W. Reed
Senior vice president and general manager. Semiconductor Products Group
Leslie L. Vadasz
Senior vice president and director, Corporate Business Development
Paul S. Otellini
Vice president and general manager. Microprocessor Products Group
Ronald J. Whittier
^^ce president and general manager. Software
Technology Group
Albert Y. C. Yu
Vice president and general manager. Microprocessor Products Group
PRINCIPAL INVESTORS
Gordon E. Moore—6.6 percent
Equitable Life Assurance Society—^5.6 percent
Capital Group Inc.—^5.0 percent
Michael Aymar
Vice president and general manager. Entry Level
Products Group
FOUNDERS
Kenneth B. Fine
Vice president and general manager. Multimedia
and Supercomputing Components Group
Dr. Robert N. Noyce
Dr. Gordon E. Moore
Dr. Andrew S. Grove
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011165
Intel Corporation
Table 3
Balance Sheet
Fiscal Year Ending in December
(Thousands of U.S. Dollars)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Long-Term Investments
Other Assets
Total Assets
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Capital Stock
Retained Earnings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equity
1986
74,528
298,378
298,696
197,931
154,124
1,023,657
779,321
209,195
67,893
1987*
629,845
439,022
50,287
235,527
36,144
1,390,825
891,196
203,760
13,003
1988
929,712
506,477
41,388
365,936
126,345
1,969,858
1,122,459
421,900
35,519
1989
1,063,734
568,709
26,005
347,077
157,348
2,162,873
1,284,050
507,669
39,391
1990
1,619,648
709,658
165,239
415,433
209,203
3,119,181
1,657,568
561,477
38,082
2,080,066
2,498,784
3,549,736
3,993,983
5,376,308
374,282
286,600
143,957
884,841
298,062
39,456
933,948
479,273
56,461
921,226
412,480
111,474
1,313,751
344,605
126,446
804,839
770,236
504,991
1,275,227
1,222,359
736,941
539,484
1,276,425
1,469,682
1,087,648
992,406
2,080,054
1,445,180
1,165,376
1,383,427
2,548,803
1,784,802
1,572,755
2,018,751
3,591,506
2,080,066
2,498,784
3,549,736
3,993,983
5,376,308
*Nimibers for fiscal years 1987-1990 bave been restated to reflect a ilew
accounting policy Intel implemented daring fiscal 1988.
001116S
Sonrce: Intel Coiporatian
Annual Reports and Fbnns 10-K
Dataquest (October 1991)
©1991 Dataquest Incorporated October—Reproduction Prohibited
Intel Corporation
Table 4
Consolidated Income Statement
Fiscal Year Ending in December
(Thousands of U.S. Dollars, except Per Share Data)
Consolidated Income Statement
Revenue
U.S. Revenue
Non-U.S. Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
1986
1987
1988
1989
1990
1,265,011
760,895
504,116
860,680
228,250
311,340
154,827
(174,634)
(13.80)
(173,165)
175,538
1,907,105
1,166,943
740,162
1,043,504
259,794
357,871
301,530
287,886
15.10
14.00
248,055
180,358
2,874,769
1,640,216
1,234,553
1,505,925
318,331
456,200
477,460
629,062
21.88
28.00
452,922
180,437
3,126,833
1,774,585
1,352,248
1,720,979
365,104
483,436
422,102
583,021
18.65
33.00
391,021
188,778
3,921,274
2,115,957
1,805,317
1,930,288
516,747
615,904
679,546
986,261
25.15
34.00
650,261
202,911
(0.99)
1.38
2.51
2.07
3.20
-
-
-
-
-
7.26
7.08
11.53
13.50
17.70
-
Source: Intel Corporation
Annual Reports and Fonns 10-K
Dataquest (October 1991)
Table 5
Key Financial Ratios
Fiscal Year Ending in December
Key Financial Ratios
Liquidity
Current (Times)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue ($K)/Employee
Capital Spending % of Assets
1986
1987
1988
1989
1990
2.73
163.11
29.35
63.11
1.57
195.76
69.32
95.76
2.11
170.66
44.90
70.66
2.35
156.70
36.14
56.70
2.37
149.70
36.58
49.70
(8.32)
(13.58)
(13.69)
9.93
19.43
13.01
12.76
21.77
15.76
9.79
15.34
12.51
12.09
18.11
16.58
18.04
12.24
18,200
69.51
7.44
13.62
15.81
19.200
99.33
12.07
11.07
16.61
20,800
138.21
13.45
11.68
13.50
21,700
144.09
10.57
13.18
17.33
23,900
164.07
12.64
Source: Intel Coiporation
Annual Repoits and Fonns 10-K
Dataquest (October 1991)
10
©1991 Dataquest Incorporated October—^Reproduction Prohibited
(X)1116S
ITT Corporation
BACKGROUND AND OVERVIEW
The ITT Corporation (ITT) was founded by Sosthenes Behn in 1920 as the
International Telephone and Telegraph Company. It was based in the Caribbean at that
time.
In 1924, ITT took over the Spanish telephone network and thus started its
penetration into European markets. A policy of intense Europeanization and
consolidation followed, particularly with ITT's 1925 purchase of the European marketing
and research facilities of Western Electric Company. By the beginning of World War II,
ITT had established a presence in every West European country except Finland. ITT
established operations in Finland in 1954.
World War n halted the Company's expansion plans. In 1945, ITT began rebuilding
its networks abroad and developing new products. One new product was a telephone
switching system, Pentaconta, that was adopted throughout the world.
In 1960, Harold S. Geneen became president of ITT. Under his guidance, the
Company's structure, management, and image changed to such an extent that by the end
of the 1960s, ITT was a different organization. It had diversified into numerous product
lines, including industrial equipment, services, natural resources, insurance, automotive
products, telecommunications, and consumer products. The Company's planning,
financial reporting, and control systems were modified accordingly.
In a 1971 consent decree following the Company's acquisition of the Hartford Fire
Insurance Company in the United States, ITT agreed to a reduction in certain assets and
10-year restrictions on fvirther acquisitions.
Operations
ITT is a diversified company made up of nine business segments, automotive
products, electronic components, fluid teciinology, defense technology, insurance
finance, communication and information services, hotels and community development,
pulp, and timber. Half of its 1987 sales of $17.4 billion came from insurance and
financial services. The rest includes hotels, auto parts, defense electronics, and paper
products.
In recent years, the Company has sold off all or part of 112 companies and the
number of employees has decreased from 348,000 in 1980 to 120,000 in 1987. These
changes are part of the asset redevelopment program that began in 1979. The intent of
this program was to divest nonstrategic businesses, focus more sharply on selected.
industries, streamline operations, and reduce debt.
The proceeds from the redevelopment program have provided working capital needs
and expansion of the remaining businesses. This has made possible the reduction of the
1987 year-end ratio of debt to total capitalization of 27 percent, the lowest in more than
25 years. Additionally, proceeds are being used for a $10 million share common stock
repurchase program implemented by the Company during 1987.
ESIS Volume III
0001402
© 1988 Dataquest Incorporated November
1
ITT Corporation
In 1987, ITT's non-U.S. sales accounted for approximately 44 percent of the total
Company sales. Western Europe was by far the largest non-U.S. market, with 1987 sales
reaching $3,342 million, or 39 percent of the total sales. Table 1 shows ITT revenue by
geographic area.
Table 1
ITT Corporation
Revenue by Geographic Segment
(Millions of U.S. Dollars)
2M5.
ITT and Consolidated Subsidiaries
United States
Western Europe
Canada and Other
1986
1987
$ 4,788
3,342
421
$ 4,393
1,825
345
$ 4,609
2,572
$ 6,563
$ 7,596 •
$ 8,551
$ 6,797
1,058
245
$ 8,648
683
510
$ 9,846
841
287
Subtotal
$ 8,100
$ 9,841
$10,974
Total
$14,663
$17,437
$19,525
Subtotal
Insurance and Finance
United States
Western Europe
Canada and Other
Source:
415
ITT C o r p o r a t i o n
1987 Annual R e p o r t
November 1988
Semicomiuctor Facilities
ITT has semiconductor facilities worldwide. The locations and brief descriptions of
these facilities are presented in Table 2.
© 1988 Dataquest Incorporated November
ESIS Volume III
0001402
ITT Corporation
Table 2
ITT Corporation
SemioMxluctor Facilities
Lawrence. Massachusetts. U.S.A.
Size;
Number of employees:
Year established:
Products/technologies:
Wafer outs:
Wafer size:
8,000 square meters
520
1962
Discretes; wafer fabrication, assembly,
and testing
8,000/month
3 inches
gh^jl^Qn. Cgni^gctAcut;, TJ,^,k,
Size:
Number of employees:
Year established:
4,000 sqtiare meters
200
1983
Wafer outs:
Wafer size:
Integrated circuits; wafer fabrication,
assembly, and testing (In 1985, the plant
was converted to serve the merchant
market—class 10 operation with NMOS
and CMOS (p-well) processes.)
10,000/month
4 inches
Colmar. France
Size:
Number of employees:
Year established:
Products/technologies:
Wafer outs:
Wafer size:
4,000 square meters
350
1966
MOS and bipolar ICs, discretes; assembly
No wafer fabrication
Not applicable
Products/technologies:
Freiburg. West Germany
Size:
Number of employees:
Year established:
Products/technologies:
Wafer outs:
Wafer size:
40,000 square meters
1,400
1952, extension completed in 1983
MOS and bipolar ICs and discretes;
assembly and testing
25,000/month
3, 4, and 5 inches
(Continued)
ESIS Volume III
0001402
© 1988 Dataquest Incorporated November
ITT Corporation
Table 2 (Continued)
rrr Corporation
Semiconductor Facilities
Nuremberg, West Germany
Ntunber of employees:
Year established:
Products/technologies:
Wafer outs:
Wafer size:
4,000 square meters
300
1961
Discretes; assembly and testing
10,000/month
4 and 5 inches
Latina. Italy
Size:
Number of employees:
Year established:
Products/technologies;
Wafer outs:
Wafer size:
3,000 square meters
150
1981
Discretes; assembly and testing
No wafer fabrication
Not applicable
Size:
Source:
Dataquest
November 1988
Eur(^)ean Semiconductor Activities
ITT's European semiconductor revenue increased from $215 million in 1986 to
$243 million in 1987. A more detailed breakdown is given in Table 3. Because ITT's
worldwide semiconductor operations are headquartered in Europe, Dataquest has, for this
profile, included the Company's worldwide semiconductor revenue, which is shown in
Table 4.
ITT's Semiconductors Group employs 2,800 people, 150 of whom are involved in
marketing. Only 500 employees work at its two U.S. plants, and the rest are based in
Europe at Latina (Italy), Colmar (France), Nuremberg (West Germany), and Freiburg
(West Germany). The group's policy is to concentrate design and manufacturing of
telecommunications devices in the United States and products for the consumer industry
in Europe. Since all the plants now use the same 1.5-micron technolo©^, they are geared
to operate as second sources for each other if needed.
Geographically, about 70 percent of ITT's semiconductor sales are in Europe;
approximately 15 percent are in the United States; and the remaining 15 percent are in
Japan and the rest of the world.
© 1988 Dataquest Incorporated November
ESIS Volume III
0001402
ITT Corporation
Table 3
rrr Corporation
Estimated European Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1983
1994
1995
1996
1997
$126
$171
$185
$215
$243
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$ 61
0
33
28
$ 87
0
53
34
$ 95
0
57
38
$115
0
69
46
$132
0
99
33
Total Discrete
Transistor
Diode
Thyristor
Other
$ 65
15
50
0
0
$ 84
19
65
0
0
$ 90
22
68
0
0
$100
36
64
0
0
$111
39
72
0
0
Total Semiconductor
Total Optoelectronic
Source:
Dataquest
November 1988
Table 4
ITT Corporation
Estimated Worldwide SemiconductcH- Revenue by Product Line
(Millions of U.S. Dollars)
1993
1994
1985
1986
1987
$185
$250
$270
$312
$357
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$ 90
0
56
34
$125
0
80
45
$140
0
90
50
$168
0
107
61
$197
0
146
51
Total Discrete
Transistor
Diode
Thyristor
Other
$ 95
26
69
0
0
$125
36
89
0
0
$130
38
92
0
0
$144
53
91
0
0
$160
57
103
0
0
Total Semiconductor
Total Optoelectronic
Source:
ESIS Volume III
0001402
Dataquest
November 1988
© 1988 Dataquest Incorporated November
ITT Corporation
The Company's strategy is to be only in those product areas where it can make a
strong impact on the market. That is why the Company withdrew from optoelectronics
and sold its memory plant at Footscray, England. ITT Semiconductors sells 80 percent of
its products on the merchant market, and 20 percent in-house. However, each division
of ITT buys competitively from all suppliers, so the semiconductor group does not enjoy a
privileged position.
The Company is hoping that the sale of its telecommunications activities to the new
Alcatel consortium will bring in more business, since the new consortium has only a small
activity in semiconductors. ITT retains a 37 percent interest in the joint-venture
company called Alcatel NV.
m Semiconductor Organization
The reporting structure of ITT Semiconductors is shown in Figure 1.
Figure 1
ITT Semiconductors
Organization Chart
Components Europe and Semiconductors Worldwide Group
(Headquarters in Freiburg, West Germany)
ITT Semiconductors Worldwide
(Headquarters in Freiburg, West Germany)
1
U.S. Division
(Lawrence, Massachusetts)
(Shelton, Conneticut)
1
Continent al Europe
(Frieburg, Wejst Germany)
Freiberg
—
(West Germany)
Colmar
(France)
D01402-1
_
Nuremberg
(West Germany)
Latina
(Italy)
Source:
© 1988 Dataquest Incorporated November
Dataquest
N o v e m b e r 1988
ESIS Volume III
0001402
ITT Corporation
Highlights of recently published information on ITT's semiconductor-related
activities include the following:
•
In February 1988, ITT Cannon, United Kingdom, invested more than £1 million
in production line and quality control facilities for telecommunications
interconnect products. The Company has been working with British Telecom
and suppliers on new product specifications and standards.
•
In January 1988, ITT Semiconductors released a pair of ICs (the SAF 1091 and
1092) that can be used in the design of programmable speedometers and
mileage indicators in cars. The system can also be adapted for use with a
digital dashboard display.
•
In October 1987, Intermetall GmbH released a new controller called FP (fast
processor). It is a standard macrocell that is a microcontroller core for use
with any of the Company's digital signal processors.
•
In October 1987, ITT sold its remaining 24 percent stake in STC PLC to
Northern Telecom for $730 million. This means that ITT's presence in the
world telecommunications market is now reduced to its investment in Alcatel
NV, a joint venture with the French CGE and two smaller investors.
•
In October 1987, it was announced that Intermetall GmbH will henceforth
design and lay out all new circuits so that they can be fabricated in CMOS
technology with structures as small as 0.8 micron—part of the Company's
strategy to keep ahead of its competitors in consumer product ICs.
•
In June 1987, ITT joined other U.S. multinationals and pulled out of South
Africa. It sold its subsidiary, Alfred Teves Engineering SA Ltd., and
announced the future sale of its minority holding in South African telephone
directory and cable businesses.
OUTLOOK
With the consumer market as its main focus, ITT Semiconductors is pursuing a
carefully targeted strategy that is paying off, despite the volatility of the semiconductor
market as a whole.
By specializing in signal processors and digital television devices, the Company has
set itself at the leading edge of VLSI technology. Thanks to its narrow product range, its
priority to automization of production lines, and its refusal to shift assembly to Asia
(thus maintaining close interface between its designers, manufacturing engineers, and
customers), ITT Semiconductors has positioned itself strongly in the market.
ESIS Volume III
0001402
© 1988 Dataquest Incorporated November
ITT Corporation
(Page intentionally left blank)
4
© 1988 Dataquest Incorporated November
ESIS Volume III
0001402
LSI Logic Corporation
1551 McCarthy Boulevard
Milpitas, California 95035
Telephone: (408) 433-8000
Fax: (408) 434-6457
Dun's Number: 01-244-4253
Date Founded: 1981
CORPORATE STRATEGIC DIRECTION
Founded in 1981, LSI Logic Corporation designs,
develops, manufactures, and markets integrated circuit (IC) products and provides computer-aided
design (CAD) and technology services and tools
based on application-specific integrated circuit
(ASIC) technologies. The company's products and
services are marketed primarily to manufacturers
in the electronic data processing (EDP), military/
aerospace, telecommunications, and consumer electronics industries. The company's key product lines
are ASICs, which include gate arrays and cell-based
circuits; 32-bit MIPS and SPARC reducedinstruction-set computing (RISC) microprocessors
and peripherals; and application-specific standard
products (ASSPs) consisting of chip sets and graphics
products used in IBM-compatible personal computers. In addition, LSI Logic offers a growing line of
video compression and digital signal processing
(DSP) products. AU product areas are supported by
the company's Concurrent Modular Design Environment (C-MDE) software tools, submicron CMOS and
BiCMOS processing technologies, and high-pin-count
packaging and test capabilities.
LSI Logic's revenue growth in 1990 outpaced that of
the semiconductor industry. The company's revenue
increased nearly 20 percent to $655.5 million*, while
worldwide semiconductor industry revenue increased
2 percent, according to DataquesL However, a net
loss of $33 million was also reported for fiscal 1990,
primarily as a result of a $44 million charge to cost of
revenue during the fourth quarter of 1990. The primary elements of this charge were the writedown of
certain manufacturing and production equipment at
the company's United Kingdom wafer fab facility
plus the write-off of goodwill in coimection with LSI
Logic's 1988 acquisition of Video Seven Inc., a
graphics board company.
*A11 dollar amounts are in U.S. dollars.
0011168
R&D expense increased over $7 million to
$60.2 miUion in 1990. The company attributes the
increase mainly to the development of advanced
products. LSI Logic is committed to technological
leadership in the ASIC, RISC, and chip set markets
and anticipates investing approximately 9 to 11 percent of its revenue in R&D in future years.
LSI Logic operates in three major regions: North
America, Europe, and the Far East, with the majority
of its sales occurring in North America. The company
markets its products and services through its worldwide direct sales and marketing organization and
through independent sales representatives and distributors. LSI Logic employed approximately 4,400
people worldwide at the end of 1990.
More detailed information is available in Tables 1 and
2, which appear after "Business Segment Strategic
Direction" and present corporate highlights and
revenue by region. Information on revenue by distribution channel is not available. Tables 3 through 5 at the
end of this backgrounder present comprehensive
financial information.
BUSINESS SEGMENT STRATEGIC
DIRECTION
ASICs
A metal programmable array, also known as a gate
array, is a matrix of uncommitted logic functions
contained on a single chip of silicoiL The gate array
remains uncommitted through most of its complex
processing cycle and is programmed or customized
only in the last steps of the wafer fabrication process.
This enables the manufacturer to produce large quantities of uncommitted gate arrays, called base arrays,
and benefit from the economies of volume chip
production.
©1991 Dataquest Incorporated October—Reproduction Prohibited
LSI Logic Corporation
For the past several years, LSI Logic has consistently
ranked among the top gate array suppliers in the
world. According to Dataquest, LSI Logic ranked
third in the total gate array market in 1990 with a
12.0 percent market share, based on estimated factory
revenue of $464 million. According to Dataquest, the
company ranked first in the MOS gate array market
with factory revenue of $461 million and an
18.0 percent market share and sixth in the BiCMOS
gate array market with factory revenue of $3 million
in 1990.
During 1991, LSI Logic introduced the LCA200K
Compacted Array Turbo gate array family that boasts
usable gate counts of up to 200,000. The company is
introducing new libraries, proprietary tools, packaging options, and unique power management alternatives to support these products. The company also
infinoduced the LEA200K Embedded Array series.
Embedded arrays are masterslices containing
customer-defined memory functions such as randomaccess memories (RAMs), read-only memories
(ROMs), computer-aided manufacturing (CAMs), and
first-in/first-outs (FIFOs) in addition to uncommitted
gate logic. Both the LCA200K and LEA200K
products are fabricated using advanced 0.7-micron
drawn channel-length high-performance CMOS
(HCMOS) technology.
The company's cell-based technology allows the customer to combine standard cells, memories such as
static RAM, metal programmable ROM, static multiport RAM, and other dedicated very large scale
integration (VLSI) building blocks called megacells
onto a single chip. LSI Logic's cell-based products
allow for up to 2(X),000 equivalent gates of integration on a single chip, which through combinations of
these various structures can provide the user with
optimal solutions to digital design problems.
Microprocessors
During 1990, the company further expanded emphasis on its microprocessor product families. LSI Logic's principal microprocessor product focus is on the
two 32-bit RISC microprocessor architectures that
have met with broad market acceptance. These are
the MIPS and SPARC architectures, which were
originally developed by MIPS Computer Systems Inc.
and Sun Microsystems Inc., respectively. Both of
these architectures are designed to facilitate an "open
system" design.
LSI Logic has made a number of new product
annoimcements in the microprocessor field recently.
In October 1990, LSI Logic's SPARC Division
introduced its SparKIT, a chip set that enables systems designers to clone the SPARCstation 1 workstation from Sun Microsystems. The company also
offers ASIC cores for SPARC embedded applications.
The MIPS Division at LSI Logic recently introduced
a five-chip family for the MIPS architecture. Called
the MipSET, this chip set can reduce the MIPS
LR3000-based workstation design time and eliminate
LR3000 noise and timing problems. The MipSET,
which is available in 20- and 25-MHz speeds, can
replace 40 or more standard logic circuits. In late
1990, the company introduced an embedded version
of its 32-bit MIPS RISC microprocessor, called the
LR33(X)0 Self-Embedding processor. This processor
was designed for use in highly integrated,
performance-oriented applications such as laser
printers, X ^ ^ d o w terminals, disk controllers, protocol converters, and military/avionic products. LSI
Logic also introduced the Ngine module, a highperformance subsystem that offers system designers a
proven central processing unit (CPU) implementation
and simplified interface, thus minimizing system
development time and risk.
The company also offers 16-bit microprocessor
products that implement the MIL-STD-1750A
instruction set and a family of high-speed digital
signal and image processing devices that perform a
wide variety of common DSP operations. These components are designed to operate in standalone or
multiprocessing configurations.
Software
LSI Logic also offers a proprietary software for the
CAD market. The company's Modular Design
Environment (MDE) software is a computer-aided
engineering (CAE) design system consisting of a core
design software module and a number of other
software programs that improve the circtiit designer's
productivity. During 1990, the company debuted an
advanced software methodology for ASIC design
known as C-MDE. C-MDE software is a graphic and
icon-based suite of design tools that are interactive
and provide the designer with the capability of performing design activities based on a single unified
database. LSI Logic expects to make C-MDE availaUe during ifae second half of 1991. In addition, tibe
company has coupled key elements of its software
programs with software products offered by selected
CAE companies, thereby increasing the potential customer base available to LSI Logic.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011168
LSI Logic Corporation
In mid-1990, LSI Logic demonstrated a prerelease
version of a VHDL-based CAD software suite that is
intended to expand the company's ASIC technology
capabilities by further automation of the IC design
process. Called "Silicon 1076," this software is
intended to allow a chip designer to move from
product concept to the layout of the final chip design
and mask generation piu^uant to a more automated
and integrated procedure than is currently available
from most other semiconductor design software
products.
Headland Technology
During 1989, LSI Logic's subsidiaries, previously
known as G2 Incorporated and Video Seven Inc.,
merged into one subsidiary company, which changed
its name to Headland Technology Inc. Headland's
products, which are based on the product lines of the
two predecessor companies, are sold to manufacturers
and in certain instances resellers, of IBM and IBMcompatible personal computers.
Headland's IC products consist primarily of highly
integrated graphics chips and logic chip sets. Through
use of LSI Logic's MDE software, tb&se Headland
0011168
products can be tailored to a particular customer's
specifications.
Headland Technology also develops and markets
high-performance video graphics technology boardbased products under its \^deo Seven label principally for business and professional PC users.
According to Dataquest, Headland ranked fourth in
the worldwide low-end PC graphics board market in
1990 with an estimated 7.3 percent market share,
based on estimated revenue of $45.6 million. Headland's graphic and video interface products enable
IBM and IBM-compatible PC users to generate highresolution monochrome or color text and graphics on
the monitor screea While supporting industry standards, the Yideo Seven lines of products offer customers the opportunity to take advantage of new
levels of performance for existing IBM and IBMcompatible PC hardware and software.
Further Information
For further information about the company's business
segments, please contact either Dataquest's Semiconductor industry service or Graphics and Displays
industry service.
©1991 Dataquest Incorporated October—Reproduction Prohibited
LSI Logic Corporation
Table 1
Five-Year Corporate Highlights
(Thousands of U.S. Dollars)
1986
1987
1988
1989
1990
Five-Year Revenue
Percent Change
.94,335
262,131
34.89
378,908
44.55
546,870
44.33
655,491
19.86
Capital Expenditure
Percent of Revenue
63,398
32.62
138,993
53.02
100,961
26.65
114,494
20.94
61,998
9.46
R&D Expenditure
Percent of Revenue
21.558
11.09
28,919
11.03
36,964
9.76
52,457
9.59
60,196
9.18
Number of Employees
Revenue ($K)/Employee
1,821
106.72
2,322
112.89
3,329
113.82
3,700
147.80
4,400
148.98
3,855
11,340
194.16
24,702
117.83
(24,892)
(200.77)
(32,995)
(32.55)
Net Income
Percent Change
1990 Fiscal Year
Qi
Q2
Q3
Q4
Quarterly Revenue
Quarterly Profit
139.072
2,096
159,698
6,203
172,471
4,189
184,250
(45,483)
Souce: LSI Logic
Animal Repons and Fomis 10-K
Dataquest (October 1991)
Table 2
Revenue by Geographic Region (Percent)
Region
1986
1987
1988
1989
1990
North America
Europe
Japan
85.00
13.00
2.00
81.00
14.00
5.00
77.00
12.00
11.00
75.00
13.00
12.00
72.00
14.00
14.00
Somce: LSI Logic
Ammal Repoits
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011168
LSI Logic Corporation
1990 SALES OFMCE LOCATIONS
North America—^31
Europe—9
Japan—2
ROW—3
ALLIANCES, JOINT VENTURES, AND
LICENSING AGREEMENTS
1990
MANUFACTURING LOCATIONS
North America
Edmonton, Alberta, Canada
Fremont, California
Milpitas, California
Sydney, Nova Scotia, Canada
Europe
Braunschweig, Germany
Synopsys Inc.
Synopsys granted a license to LSI Logic that will
allow LSI to install Synopsys' software in its
design centers and incorporate Synopsys' logic
synthesis tools into its Silicon 1076 VHDL-based
design environment
Sun Microsystems Inc.
LSI Logic signed a licensing agreement with Sun
permitting LSI to sell worldwide the ASIC devices
developed for the original SPARCstation I
workstation.
NHK
In an agreement with NHK, Japan's state broadcasting authority, LSI Logic's Japanese subsidiary,
LSI Logic K.K., will license NHK's Muse decoder
system. LSI Logic K.K. intends to use die system
to enter the Japanese HDTV market in collaboration with a Japanese television manufacturer and
further develop technology for use in U.S. and
European markets when they are established.
Opus Systems
The two companies announced an agreement
whereby Opus will design a SPARC-compatible
workstation and port the Sun Microsystems operating system to it, using the LSI SparKIT chip set
LSI will then license the design to would-be
SPARC doners.
Japan
Tsukuba
Headland Technology Inc. (United States)
LSI Logic Corporation of Canada, Inc. (Canada)
Vantage Analysis Systems Inc.
LSI Logic's proprietary Silicon 1076 product will
incorporate VHDL simulation tools from Vantage.
Under the terms of the agreement. Vantage's comprehensive simulation tools will be available in all
of LSI's design centers worldwide.
Europe
7959
LSI Logic (Europe) pic (United Kingdom)
Synopsys Inc.
LSI and Synopsys entered into a cooperative
agreement for LSI to develop and market certified
logic synthesis libraries for the Synopsys Design
Compiler. As part of the agreement, LSI will
purchase Synopsys synthesis tools for internal use.
SUBSIDIARIES
North America
Japan
LSI Logic K.K. (Japan)
Nihon Semiconductor Inc. (Japan)
0011168
©1991 Dataquest Incorporated October—Reproduction Prohibited
LSI Logic Corporation
7955
Crosscheck Technology Corporation
Under terms of a technology license and development agreement, LSI will license patented test
structures from Crosscheck that will embed into
the base-silicon cell structure of high-density gate
arrays. Crosscheck will also supply a test generation package running on Sun workstations that will
be integrated into LSI's gate array layout software.
Imaging Technology Inc. (ITI)
The two companies signed a marketing and technology agreement under which m will design a
new generation of imaging products using LSI's
L64200 series of real-time image-processing chips.
Sun Microsystems Inc.
Sun gave LSI worldwide licensing rights to
manufacture, market, modify, and enhance MPUs,
related components, software, and systems using
the SPARC architecture.
KEY OFFICERS
Wilfred J. Corrigan
Chairman and chief executive officer
George D. Wells
President and chief operating officer
Cyril F. Hannon
Executive vice president. Worldwide Operations
Robert Blair
Senior vice president, ASIC Marketing
Brian L. Halla
Senior vice president. Microprocessor and DSP
Products
James S. Koford
Senior vice president, ASIC Engineering, and chief
technical officer
M E R G E R S AND ACQUISITIONS
PRINCIPAL INVESTORS
1989
Wilfred J. Corrigan—11.0 percent
G-2 Incorporated and Video Seven Inc.
LSI merged the activities of G-2 and \^deo Seven
to form Headland Technology, which wiU produce
logic chip sets and graphics for PCs.
FOUNDERS
1988
Video Seven Inc.
LSI acquired \^deo Seven, a designer, manufacturer, and marketer of graphics boards.
Wilfred J. Conigan
Robert Walker
William O'Meara
Mitchell D. Bohn
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011168
LSI Logic Corporation
Table 3
Balance Sheet
Fiscal Year Ending in December
(Thousands of U.S. DoUars)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
187,975
101,640
15,643
112,225
7,245
424,728
334,510
28,261
1989
120,035
105,839
32,867
114,918
18,193
391,852
349,348
23,961
1990
140,270
114,978
18,417
124,831
40,385
438,881
328,707
16,418
699,398
787,499
765,161
784,006
32,150
106,908
11,680
49,677
72,172
187,909
14,862
116,225
130,338
191,857
21,730
111,970
150,808
204,443
17,826
94,735
192,797
189,795
27,092
98,583
200,415
391,168
455,895
467,812
508,267
0
196,380
18,310
36,299
0
401
0
405
0
411
0
421
260,190
47,639
258,858
72,341
249,489
47,449
260,864
14,454
250,989
308,230
331,604
297,349
275,739
451,404
699,398
787,499
765,161
784,006
197,451
44,502
5,525
26,636
6,432
280,546
159,058
11,800
1987
195,583
59,031
71,715
51,195
5,006
382,530
290,479
26,389
Total Assets
451,404
Total Current Liabilities
Long-Term Debt
Other Liabilities
Minority Interest
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity
Retained Earnings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Eqtiity
1986
1988
Souice: LSI Logic Coipoiation
Annual Reports and Fbnns 10-K
Dataquest (October 1991)
0011168
©1991 Dataquest Incorporated October—^Reproduction Prohibited
LSI Logic Corporation
Table 4
Consolidated Income Statement
Fiscal Year Ending in December
(Thousands of U.S. Dollars, except Per Share Data)
Consolidated Income Statement
Revenue
U.S. Revenue
Non-U.S. Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
1986
1987
1988
1989
1990
194,335
172,372
21,963
129,150
21,558
40,200
63,398
8,535
4.39
48.00
3,855
40,191
262,131
223,859
38,272
168,403
28,919
55,726
138,993
17,294
6.60
41.00
11,340
40,674
378,908
332,644
46,264
235,671
36,964
80,145
100,961
31,202
8.23
42.00
24,702
41,133
546,870
499,308
47,562
424,544
52,457
99,885
114,494
(34,863)
(6.38)
(14.00)
(24,892)
41,305
655,491
579,564
75,927
487,759
60,196
117,318
61,998
(18,521)
(2.83)
(89.00)
(32,995)
42,063
0.10
6.24
0.28
7.58
0.60
8.06
(0.60)
7.20
(0.78)
6.56
Source: LSI Logic Coiporation
Animal Rq)orts and Ftems 10-K
Dataquest (October 1991)
Table 5
Key Financial Ratios
Fiscal Year Ending in December
Key Financial Ratios
Liquidity
Current (Hmes)
Total Assets/Equity (%)
Current LiabiUties/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue ($K)/Employee
Capital Spending % of Assets
1986
1987
1988
1989
1990
8.73
179.85
12.81
79.85
5.30
226.91
23.41
126.91
3.26
237.48
39.31
137.48
2.60
257.33
50.72
157.33
2.28
284.33
69.92
184.33
0.85
1.54
1.98
1.62
3.68
4.33
3.14
7.45
6.52
(3.25)
(8.37)
(4.55)
(4.21)
(11.97)
(5.03)
11.09
32.62
1,821
106,72
14.04
11.03
53.02
2,322
112.89
19.87
9.76
26.65
3,329
113.82
12.82
9.59
20.94
3,700
147.80
14.96
9.18
9.46
4,400
148.98
7.91
Source: LSI Logic Coiparation
Annual Reports and Forms 10-K
Dataquest (October 1991)
©1991 Dataquest Incorporated October—^Reproduction Prohibited
(X)11168
Marconi Electronic Devices Limited
BACKGROUND AND OVERVIEW
Marconi Electronic Devices Limited (MEDL) was formed in 1980 as part of a major
reorganization of the GEC/Marconi Group. It now comprises all the semiconductor
activities within the group—consolidating AEI Semiconductor (specializing in rectifiers
and high-power discrete components), GEC Semiconductor (specializing in MOS
integrated circuits), and the joint semiconductor activities of Marconi Space and Defense
Systems. The following is a list of MEDL operational sites worldwide:
•
Doddington Road, Lincoln, United Kingdom
VLSI CMOS IC manufacturing
RF, microwave, and millimeter-wave active devices, components, and
subsystems manufacturing
Headquarters of Marconi Electronic Devices Limited
•
Carholme Road, Lincoln, United Kingdom
Power semiconductor devices, stacks, and assembly manufacturing
•
East Lane, Wembley, United Kingdom
LSI computer-aided design (CAD) center
•
Hargreaves Road, Swindon, United Kingdom
High-volume, thick-film microelectronics circuits for the telecommunications and industrial markets
•
The Railway Triangle, Portsmouth, United Kingdom
Custom-designed, thick-film hybrid and microelectronic circuits for
defense and specialized industrial markets
•
Radford Crescent, Billericay, United Kingdom
-
•
Fourier transforms, microwave and millimeter-wave materials, passive
components, and waveguide elements
Marconi Electronic Devices, Inc., Hauppauge, New York
Sales and marketing, IC design, power, microsystem, and microwave
organizations
ESIS Volume III
0001916
© 1988 Dataquest Incorporated December
Marconi Electronic Devices Limited
•
Marconi Electronic Devices, S.A., Asnieres, France
Sales and marketing, IC design, power, microsystem, and microwave
organizations
Marconi Electronic Devices also has a U.S. facility called CTI in Farmingdale, New
York, working with hi-rel custom-designed, thick-film microelectronics for defense
applications.
The Company's Europe and United States-based organization is divided into four
manufacturing divisions:
•
•
•
•
Integrated circuits
Microwave devices
Power semiconductors
Microsystems
Table 1 shows MEDL's turnover by business division.
Table 1
Marconi Electronic Devices Limited
Turnover by Business Division
(Percent of Revenue)
1987-1988
1986-1987
Microsystems
28%
CTI
IC
26"^
26%
24%
19%
16%
15%
Microwave
Power
Note:
18%
17%
11%
Some of the IC, power, and microwave s a l e s
were captive to CTI.
Source: MEDL
IC Division
The IC Division has now been centralized. MEDL has changed the organization to a
single business group covering both IC product lines: silicon on sapphire (SOS) for space
and defense, and CMOS for industrial and telecommunications markets and applications.
Formerly Telecoms/Industrial and Space/Defense, the new single operational group
manufactures products in VLSI CMOS for the communications industry and provides SOS
and VLSI CMOS for space and defense applications.
© 1988 Dataquest Incorporated December
ESIS Volume III
0001916
Marconi Electronic Devices Limited
Microwave Division
The Microwave Division has developed a comprehensive range of high-frequency
products for electronic warfare, communications, and markets throughout the worldPower Semiconductor Division
The Power Semiconductor Division manufactures fast-switching thyristors, highvoltage rectifiers, bipolar-switching transistors, and tracker balls.
Microsystems Division
The Microsystems Division is involved in the design, development, and manufacture
of custom and standard microsystems both for the military/avionics and industrial/
commercial markets.
MEDL REVENUE
Dataquest estimates that MEDL revenue for 1987 was $47 million worldwide, of
which $37 million was from Europe. The Company is predominantly a domestic supplier,
but has recently made efforts to penetrate niche markets in the United States. It also
markets some power products in Asia. Tables 2 and 3 show Dataquest's estimates for
MEDL European and worldwide revenue, respectively.
Table 2
Marconi Electronic Devices Limited
Estimated European Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1983
1984
1985
1986
1987
.al Semiconductor
$21
$26
$30
$32
$37
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$11
0
11
0
$15
0
15
0
$19
0
19
0
$17
0
17
0
$21
0
21
0
Total Discrete
Transistor
Diode
Thyristor
Other
$10
2
3
3
2
$11
2
3
3
3
$11
2
3
3
3
$15
3
4
8
0
$16
4
4
8
0
Source:
ESIS Volume III
0001916
Dataquest
December 1988
© 1988 Dataquest Incorporated December
Marconi Electronic Devices Limited
Table 3
Marconi Electronic Devices Limited
Estimated Worldwide Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1983
19?4
19?5
1996
1987
:al Semiconductor
$25
$31
$35
$43
$47
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$12
0
12
0
$16
0
16
0
$20
0
20
0
$21
0
21
0
$27
0
27
0
Total Discrete
Transistor
Diode
Thyristor
Other
$13
3
4
3
3
$15
3
4
4
4
$15
3
4
4
4
$22
4
5
9
4
$20
5
5
10
0
Source:
Dataguest
December 1988
PRODUCTS AND MARKETS SERVED
In 1987, MEDL's activities appeared to be evenly spread among its IC, Power
Semiconductor, Microwave, and Microsystems Divisions.
The Company also
manufactures some power transistors, microwave discretes, and hybrid components.
Much of the consumption is internal by companies within the GEC organization,
particularly for telecommunications and military applications. The following is a list of
MEDL's main product lines:
•
Standard products manufactured in CMOS
Telephone dialers
Telephone exchange products
Industrial PWM generator
Databuse products—1553
Speech scramblers
4
© 1988 Dataquest Incorporated December
ESIS Volume III
0001916
Marconi Electronic Devices Limited
•
Standard Products in SOS for radiation-hard applications in space
64K SRAM
Databuse 1553
-
Viper/1750/2901 microprocessors
Digital speech synthesizer (DSP) chips
MEDL has won a contract from the United States Air Force for products to be
incorporated into the F16 and F18 aircraft. The Company is intent on extending its
business base in the United States, building on its niche-oriented product and its stable
business base in the United Kingdom.
Semicustom CMOS Products
MEDL's semicustom CMOS products are as follows:
•
3-micron, double-level metal gate arrays: 1,000 to 3,800 gates
•
2-micron, double-level metal gate arrays: 3,900 to 10,000 gates
•
3-micron, analog/digital gate arrays with analog cells covering op-amps to
D/A and A/D converters on double-poly, double-metal 10 volt CMOS
•
Standard cell on 3-micron, double-poly, double-metal 10-volt CMOS—
MACROMOS, with digital cell library-BITMOS and analog cell libraryANAMOS (The analog cell library includes converter and full-filter capability.)
Semicustom SOS Products
MEDL's semicustom SOS products are as follows:
•
3-micron, double-level metal gate arrays: 2,400 to 4,000 gates
•
Standard cell 3-micron MACROMOS with digital library and analog functions
•
1.5-micron SOS to be developed next
ESIS Volume III
0001916
© 1988 Dataquest Incorporated December
Marconi Electronic Devices Limited
Discrete Products
Discrete devices include the following:
•
Large-area, high-power, high-voltage products for electric traction and power
transmission projects
•
Fast-switching thyristors and transistors
chopper and inverter duty
•
High-current devices for mining, electrochemical, motor drive, environmental
control, and welding applications
•
Asymmetrical thyristors
high-frequency circuits
and
fast
with fast-recovery
epitaxial
diodes
for
diodes
for
specialized
New Products
The Company's new products are as follows:
•
Video speed CMOS convertors
•
Standard filter chips
MEDL's Microwave Division designs, develops, and manufactures an extensive range
of Schottky barrier, backward, PIN, varactor, and Gunn diodes; transistors; microwave
integrated circuit (MIC) components; and subsystems. These products operate at
frequencies that range from 10 MHz to 100 GHz in ECM, radar, and communications
systems.
Maximizing the in-house capability in solid-state device and thick-film technology,
the MIC facility uses advanced CAD and automatic test equipment (ATE) to produce a
wide range of microwave and millimeter-wave components. These include the following:
Single-ended balanced/double-balanced image rejection and harmonic mixers
(500 MHz to 100 GHz)
Small-signal bipolar amplifiers (50 MHz to 18 GHz)
GaAs FET amplifiers (50 MHz to 18 GHz)
High-stability Gunn oscillators (4 GHz to 100 GHz)
Active/passive limiters
Alternators, modulators, digital/analog phase shifters
Single multithrow switches (1 GHz to 40 GHz)
© 1988 Dataquest Incorporated December
ESIS Volume III
0001916
Marconi Electronic Devices Limited
The MIC activity is further extended by the addition of control and command circuit
design and production expertise into subsystem technology.
OUTLOOK
During 1987 and 1988, MEDL suffered an operating loss of £1.8 million. This
compares with an operating loss of £3.9 million in 1986 and 1987.
MEDL's total employment fell from 2,585 in 1986 and 1987 to 2,475 in 1987 and
1988.
However, the future holds some good prospects for MEDL in the telecommunications
area and the military markets. MEDL has a strong market share in the U.K. telephone
dialer business. It is estimated that MEDL supplies approximately 80 percent of dialers
currently built into telecommunications main exchange systems (e.g., System-X), with
the gate array content estimated at approximately 10 to 15 percent of the total business.
MEDL is also supplying mixed analog/digital systems on a chip, using two process
technologies: CMOS and CMOS SOS. (SOS is MEDL's radiation-tolerant analog.)
MEDL has rights to the 1750 microprocessor and the Viper microprocessor, which is
built to the U.K. Defence Ministry specification for use in safety-critical systems. The
Viper-1 applications include aircraft and medical electronics, process control, signaling,
robotics, and F>ower-station control.
The strength of MEDL's discrete portfolio traditionally has helped its operation to
better withstand the cyclic perturbations of the IC marketplace.
Dataquest believes that MEDL's future growth will depend on the Company's ability
to expand its defense and telecommunications contract business into new areas.
ESIS Volume III
0001916
© 1988 Dataquest Incorporated December
Marconi Electronic Devices Limited
(Page intentionally left blank)
© 1988 Dataquest Incorporated December
ESIS Volume III
0001916
Matra-Harris Semiconducteurs
BACKGROUND AND OVERVIEW
Matra-Harris Semiconducteurs (MHS) was formed in 1979 as a joint-venture
company between Matra of France and Harris Corporation of the United States. The
venture was supported by the then French government, which was keen to develop high
technology in France. The Company built a 12,000-square-meter factory near Nantes,
France, an area designated for industrial development. This allowed MHS to gain
government financial assistance for the scheme.
Prior to this formal link, Matra and Harris had made agreements for CMOS
technology transfer. Initial wafer production at the Nantes plant began in December
1980. Production capability has now reached 80,000 five-inch wafers per year, and MHS
ships more than 12 million circuits annually.
In 1981, MHS signed an agreement with Intel Corporation covering the manufacture
of NMOS circuits in Nantes and the establishment of a joint-design facility called
Cimetal for telecom chips and video controllers. Following this agreement with Intel,
MHS was able to manufacture Intel's 8086, 8088, 8051, and 8052, as well as Harris'
80C86/88. MHS was also entitled to design CMOS versions of the 8051 MCU family,
which is now one of MHS' key areas.
MHS increasingly has become involved in joint ventures. In 1985, MHS and SGS
Microelectronics (now SGS Thomson Microelectronics) signed an agreement to develop a
fully automated assembly and test line for integrated circuits. In a deal with Cypress
Semiconductor of the Silicon Valley, MHS received licensing rights to manufacture
Cypress fast 16K and 64K CMOS SRAMs and to use Cypress fast 1.2 and 0.8 micron
processes. In April 1988, MHS extended its links with Cypress in a deal that will provide
$4.75 million for MHS' research into bipolar technology.
MHS developed an advanced submicronic process (Super-CMOS) with France's
national telecom research labs (CNET), to combine speed and low power consumption.
Most new devices will be designed using this process, which is now ramping-up at MHS.
MHS has also signed a second-source agreement with NEC covering the mutual
manufacture and design rights to NEC's 78312 16-bit microcontroller family.
From 1982 to 1986, MHS and Harris had common marketing operations in Europe. In
1986, they separated their sales forces and distributor networks to permit both
companies to have direct and independent access to European customers. In 1987, MHS
totally separated its marketing from Harris, and now has its own worldwide sales and
distribution network, with direct subsidiaries in Santa Clara, London, Milan, Munich,
Hong Kong, and Stockholm. As a result, MHS and Harris no longer sell each other's
products.
Matra currently controls more than 80 percent of MHS.
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0001589
© 1988 Dataquest Incorporated October
Matra-Harris Semiconducteurs
PRODUCTS AND MARKETS SERVED
MHS offers four main product areas, all in CMOS. Most circuits are available in
commercial, industrial, and military temperature ranges.
MHS is also a manufacturer of hi-rel devices for military, aeronautics, and space
applications; its factory has been qualified AQAP-1, and a variety of products have been
approved by the corresponding agencies.
Below is a listing of MHS products.
Static RAMs
•
Fast 16K and 64K devices: HM65728/767/768
HM65764/787-790, and a fast 8Kx9:HM65779
(down
to
15ns)
and
•
Very low power 16K and 64K memories (6 transistors per cell): HM65162/262
and HM65641 (8Kx8, 55ns, luA)
•
64K SRAM, such as HM65687:35ns, luA
Microcontrollers
The 8051 family in CMOS, for which MHS is one of the leaders:
•
ROM capacity from 4K to 16Kbytes: 80C51, 83C154
•
Low-voltage (2.7V), fuse-protected "secret ROM," high-speed (18 MHz)
versions and a specific single-chip keyboard controller: 80C752
CMOS ASIC
Five gate-array families, with gate counts from 250 to 55,000 gates, ultrafast
CMOS arrays, proprietary software tools running on VAX or turnkey systems
such as Daisy, Hewlett Packard, Mentor, and Valid
Two families of composite arrays mixing optimized blocks (RAM, ROM, and
others) with regular gate arrays
Specific smart software for system analysis and logical synthesis
Digital and/or analog custom design capabilities using standard software from
Genesil, GDT, and Silicon Compilers Systems Inc.
© 1988 Dataquest Incorporated October
ESIS Volume III
0001589
Matra-Harris Semiconducteurs
Dedicated Telecom Products
A family of combo devices (HC3054/57) compatible with a market standard
(NS)
Specific chips for modem applications, the 29C42 error correction circuit for
V42 modems, the HC55421 21 interface, etc.
OUTLOOK
MHS is conducting a major development effort to introduce a semiconductor family
dedicated to ISDN PABX, terminals and adapters. These products, to be made available
in 1989, are targeted for next-generation equipment.
MHS' strategy is to develop its position as a specialist in CMOS system
integration—a "toolbox" methodology that uses all basic functions
(e.g.,
microcontrollers, memories, DSP, etc.) with the best-suited design tools and the
Super-CMOS process to offer semiconductor solutions for specific applications.
ESIS Volume III
0001589
© 1988 Dataquest Incorporated October
Matsushita Electric Industrial Co. Ltd.
1006 Kadoma, Kadoma City
Osaka 571, Japan
Telephone: (06) 908-1121
Fax: (06) 906-1762
Dun's Number: 69-053-6552
Date Founded: 1918
CORPORATE STRATEGIC DIRECTION
Matsushita Electric Industrial Co. Ltd. was founded
as a family business in 1918 by Konosuke Matsushita
to produce and market an electric adapter plug for
consumer products. Today, Matsushita is a worldwide
electric and electronics manufacturer with products
that range from consumer electronics equipment,
home appliances, and housing-related products
through sophisticated industrial and communications
equipment, including electronic components.
Matsushita is currently divided into four major business segments. These segments are discussed below:
Audiovisual (AV) Products and Home
Appliances
The audiovisual products and home appliances segment is Matsushita's core business. Matsushita
strengthened its position as a digital video industry
leader by introducing its composite digital 1/2-iach
tape VCR system (D3) for broadcast use. This system
win be used as the official system for the 1992
Barcelona Olympic Games.
of AV information networks employing sateUite signals. To meet emerging markets, such as integrated
services digital network (ISDN)-related products and
systems and intraorganizational information systems,
the company is currentiy constructing the Tokyo
Information and Communications Development
Center.
Construction Electronics
Matsushita is a major manufacturer of virtually all of
the key equipment needed in homes, offices, and
other buildings, including air-conditioning equipment,
gas water-heating equipment, kitchen-related
products, lighting fixtures and elevators, as well as
appliances and communications equipment used in
the home. Drawing on its capabilities as a manufacturer of a comprehensive range of products, Matsushita is using this approach to develop a totally
integrated package concept and proposing it to the
constmction industiy. To foster this concept, the company established tiie Construction Electronics Business Group.
Components and Industrial Gk)ods
Fiulher advances in intelligent products are expected
in home appliances, ' ^ t h Matsushita's success of
appliances employing fuzzy logic and neuro-fiizzy
logic, the company is worldng to develop nextgeneration technologies. It is pursuing basic R&D
into artificial intelligence and home-use robots.
Matsushita supplies a vast array of electronic components including semiconductors. The company is also
one of Japan's leading suppliers of factory automation
equipment It plans to continue developing a wellbalanced semiconductor business, stressing not only
memory devices but also bipolar ICs, microprocessors, logic ICs and charge-coupled devices.
Information and Communications Equipment
In systems and networks, Matsushita has made
advances in urban cable TV (CATV) systems, as well
as in airport traffic control systems and subway information management systems that use optical fiber
LANs. The company is also increasing installations
0012543
Within the four major segments, Matsushita has six
major product categories: video equipment, communications and industrial equipment, electronic components, home appliances, audio equipment, and batteries and kitchen-related products.
©1992 Dataquest Incorporated January—Reproduction Prohibited
Matsushita Electric Industrial Co. Ltd.
Matsushita's products are sold in more than 160
coimtries under the brand names National, Panasonic,
Technics, and Quasar and under other trade names
including JVC.
The company reported consolidated sales of
$46.7 biUion* for the fiscal year ended March 31,
1991. Net income for the year increased over
13 percent, to $1.8 billion, versus $1.6 billion in
fiscal 1990. International sales accounted for 45 percent of revenue in fiscal 1991. ''Mthin the major
product categories, video equipment sales increased
9 percent; audio equipment sales rose 8 percent;
home apphances sales increased 13 percent; communications and industrial equipment had a sales growth
of 14 percent; electronic components' sales grew
9 percent; and batteries and kitchen-related products
had sales gains of 13 percent (Note; Percentage
growth figures apply to U.S. dollar-based growth.)
In December 1990, Matsushita acquired MCA Inc.
for approximately $6.1 billion. MCA Inc. is a leading
U.S. entertainment company, which includes Universal Pictures Production. It engages primarily in the
film, music, and publishing business. MCA's strength
in the production of film and music software will
widen Matsushita's business scope in the audiovisual
field.
More detailed information is available in Tables 1 and
2, which appear after "Business Segment Strategic
Direction" and present corporate highlights and revenue by region. Liformation on revenue by distribution
channel is not available. Tables 3 through 7 at the end
of this backgrounder provide comprehensive financial
information.
BUSINESS SEGMENT STRATEGIC
DIRECTION
Mdeo Ekiuipment
The video equipment category remains Matsushita's
largest revenue producer, accounting for 26 percent of
fiscal 1991 revenue. Sales totaled $12,144 million for
this period. This category includes VCRs, camcorders
and related equipment; color, projection, and liquid
crystal display televisions; videodisc players; and satellite broadcast receivers.
*AI1 dollar amoimts are in U.S. dollars.
Communications and Industrial Equipment
The second-largest revenue-producing category for
the company is commimications and industrial equipment This category accoimted for 24 percent of fiscal
1991 revenue. Total sales increased 14 percent over
the previous period to $11.0 billion and include
Matsushita's targeted growth areas of information/
commtmication and factory automation. Products
include facsimile and copier equipment PCs and
workstations, printers, telephones and private branch
exchange systems, industrial robots, electronic parts
mounting equipment welding machines, air conditioners, and compressors.
Computers
Matsushita has expanded its desktop and laptop PC
lines, resuming exports to Eiux>pe and North America,
which were ctirtailed in 1987. The company is
manufacturing 8-, 16-, and 32-bit IBM-compatible
laptops in Japan, imder the Panasonic label, for sale
in Europe. In the U.S. market the company is selling
16- and 32-bit models made by Tandy Corporation on
an OEM basis. According to Dataquest Matsushita
had less than 1 percent of the worldwide market share
for desktop and laptop PCs during 1990.
Facsimiles
During 1989, Matsushita merged its Panafax Corporation into the larger Office Automation Group of
Panasonic Communications & Systems Company.
The company intends to expand its presence across
the entire spectrum of facsimile product markets
through the merger of the two groups. According to
Dataquest, Panasonic facsimile sales in the North
American market during 1990 were more than 95,000
units, placing Panasonic/Matsushita among the top
five vendors in the market with a 6.8 percent market
share.
In addition to sales by its Panasonic subsidiary, Matsushita manufactures facsimile eqiiipment sold by
Pimey Bowes Inc. and several models sold by Fujitsu,
Tandy, and Telautograph.
In April 1990, Matsushita's Quasar subsidiary
announced a facsimile model for sale in the U.S.
market, manufactured by Matsushita in Japan.
Copiers
Selling copiers under the Panasonic label, Matsushita
continued to gain market share during 1990. Panasonic copiers compete in segments 1 through 4 of the
six Dataquest copier segments. Based on plain paper
©1992 Dataquest Incorporated January—Reproduction Prohibited
0012543
Matsushita Electric Industrial Co. Ltd.
copier placements, Dataquest ranked Panasonic thirteenth in 1990, with 30.7 thousand units. In the
Westem Etmjpean copier market, Panasonic's 1990
sales rose to a total of 24.9 thousand units, up from
23.1 for 1989.
In addition to copier sales under the Panasonic label,
Matsushita manufactures several models sold under
the Lanier label in the United States and tmder the
Adler-Royal label in Europe.
Sales for the period were $6,370 million, up
13 percent from $5,614 million for the previous
period.
Products in fiie home appliances category include
refrigerators, room air conditioneTs, laundry equipment, vacuum cleaners, electric irons, microwave
ovens, electric fans, electric blankets, and cooking
appliances. Apphances using fiizzy or neuro-fuzzy
logic and air conditioners with heating and cooling
capabiliti^ sold especially well.
Printers
Matsushita also manufactures and markets its printers
under the Panasonic label. Its product line focus is
primarily on the serial printer market According to
Dataquest, Panasonic ranked fourth among page
printer vendors in North America during 1990, with
75.S thousand units and a market share of 3.6 percent
In the serial printer market, the company had unit
shipments of 1.2 million with a market share of
20.8 percent
Electronic Components
The electronic components categoty accounted for
13 percent of Matsushita's fiscal 1991 revenue, with
sales of $5,961 nuUion. In the general components
field, sales gains domestically as well as overseas
were led by surface-mounted components and microwave parts used in audiovisual and mobile conmnmications equipment, as well as parts for office automation equipment
Semiconductors
Matsushita's 1990 worldwide semiconductor ranking
went from ninth in worldwide semiconductor sales to
tenth, based on revenue of $1,942 million. Its semiconductor sales include MOS digital ICs, analog
devices, discrete devices, optoelectronics, and bipolar
digital ICs. The total revenue and worldwide market
share breakdown is as follows: MOS digital,
$819 miUion with a 2.5 percent market share; MOS
memory, $284 million with a 2.2 percent market
share; MOS microcomponents, $250 mUlion with a
2.5 percent market share; MOS logic, $285 miUion
with a 3.1 percent market share; analog devices,
$410 million with a 3.9 percent market share; discrete
devices, $374 million with a 4.5 percent market
share; and optoelectronics, $325 million with a
12.1 percent market share.
Audio Equipment
Matsushita's audio equipment category accounted for
9 percent of the oornpany's revenue, with sales of
$4,234 million for ±c period ended March 31, 1991.
Although audio equipment in Japan was generally
slow during this fiscal year, compact discs (CDs),
radio/cassette recorders, and portable headphone
cassette players continued as sales leaders in this
segment
Other products under the audio equipment category
are radios, tape recorders, stereo hi-fi and related
equipment, car audio products, and electronic musical
instruments.
Batteries and Kitchen-Related Products
The batteries and kitchen-related products category
accounted for 5 percent of Matsushita's revenue,
$2,474 million for the fiscal year 1991. Batteries
include compact batteries such as nickel-cadmium
batteries. These batteries are used in video camcorders, portable phones, notebook-size personal computers, and other portable electronic products.
lidiium batteries are also produced and used in
cameras and for of&ce automation equipment memory backups.
Others
The balance of Matsushita's business includes sales
of bicycles, cameras and flash units, prerecorded
t^pes and discs, water purifiers, and imported materials and products such as nonferrous metals, lumber,
paper, medical equipment, and cabin cruisers. This
category accounted for 10 percent of the company's
total revenue for fiscal 1991, with total sales of
$4,551 million.
Further Information
Home Appliances
The home appliances category accounted for 14 percent of total revenue during the 1991 fiscal year.
0012543
For further information on the company's business
segments, please contact the appropriate Dataquest
industry service.
©1992 Dataquest Incorporated January—Reproduction Prohibited
Matsushita Electric Industrial Co. Ltd.
Table 1
Four-Year Corporate Highlights (Millions of U.S. Dollars)
1988*
1989
1990
1991
Four-Year Revenue
Percent Change
36,710.8
NA
42,918.1
16.91
41,998.1
-2.14
46,733.9
11.28
Capital Expenditure
Percent of Revenue
1,679,8
4.58
2,537.5
5.91
2,482.0
5.91
3,377.9
7.23
R&D Expenditure
Percent of Revenue
2,022.7
5.51
2,488.1
5.80
2,418.5
5.76
2,718.6
5.82
Number of Employees
Revenue ($K)/Employee
134,186
273.58
193,088
222.27
198,299
211.79
210,848
221.65
Net Income
Percent Change
1,192.7
NA
1,664.4
39.56
1,648.1
-0.98
1,833.4
11.25
Exchange Rate ( U . S . $ 1 ^
138.03
128.25
142.93
141.21
1991 Fiscal Year
Ql
Quarterly Revenue
Quarterly Profit
11,162.8
413.02
Q2
11,831.9
486.13
NA = Not applicable
*In 1987, Matsushita changed its fiscal year-end from November to March 31.
Fiscal 1987 represents only four months from November 1986 to March 31, 1987.
Because of these changes, no infonnation is included for 1987.
Q3
Q4
12,635.8
596.03
11,103.5
338.36
Source: Matsushita Electric Industrial Co. Ltd.
Anmial Reports
Dataquest (January 1992)
Table 2
Revenue by Geographic Region (Percent)
Region
Japan
International
1988*
1989
1990
1991
59
41
58
42
56
44
55
45
*In 1987, Matsushita changed its fiscal year-end from November to March 31.
Fiscal 1987 represents o i ^ four mondis from November 1986 to March 31, 1987.
Because of these changes, no information is included for 1987.
Source: Matsushita Electric Industrial Co. Ltd.
Annual Reports
Dataquest (January 1992)
©1992 Dataquest Incorporated January—Reproduction Prohibited
0012543
Matsushita Electric Industrial Co. Ltd.
Europe
1991 SALES OFFICE LOCATIONS
North America—9
Europe—15
Asia/Pacific—142
Japan—132
ROW—12
MANUFACTURING LOCATIONS
North America
America Kotobuki Electronics Industries
(United States)
VCRs
American Matsushita Electronics Corporation
(United States)
Color TV picture tubes
Kyushu Matsushita Electric Corporation of America
(United States)
Deflection yokes
Matsushita Communication Industrial Corporation of
America (United States)
Car telephones, pagers, point-of-sale electronic
cash register systems
Matsushita Compressor Corporation of America
(United States)
Air conditioning con^ressors
Matsushita Computer Company (United States)
Personal computers, workstations
Matsushita Electronic Components Corporation of
America (United States)
Electrolytic capacitors, car audio speakers, filters,
switchers
Matsushita Industrial Canada (Canada)
Color TVs, speaker boxes, TV cabinets, AV racks
Matsushita Industrial de Baja Califomia S A. de C.V.
(United States)
TV chassis, color TVs
Matsushita Refrigeration Co. of America
(United States)
Refrigerators
Matsushita Semiconductor Corporation of America
(United States)
Semiconductors
Matsushita-Ultra Tech. Battery Corp. (United States)
Batteries
Panasonic Technologies (United States)
R&D
0012543
Kyushu Matsushita Electric (United Kingdom)
Electronic typewriters, printers
Matsushita Business Machine (Germany)
Plain paper copiers
Matsushita Communication Deutschland (Germany)
Car radios/stereos
Matsushita Communication Industrial (United
Kingdom)
Car telephones
Matsushita Electric (United Kingdom)
Color TVs, microwave ovens
Matsushita Electric Motor (Germany)
Motors
Matsushita Electronic Components (Germany)
Electronic parts, materials
Matsushita Electronic Components (United Kingdom)
Transformers, LC filters
Matsushita Electronic Magnetron Corp. (United
Kingdom)
Magnetrons for microwave ovens
Matsushita Graphic Communication Systems Ltd.
(United Kingdom)
Fax machines
Matsushita "V^deo Manufacturing (Germany)
VCR mechanisms
MB 'Video (Germany)
VCRs, CD players
Panasonic Espana (Spain)
Electric equipment
Panasonic France S.A. (France)
Consumer electronics
AsialPacific
A.P. National (Thailand)
Home electrical appliances
Asahi Kogyo (Japan)
Tape recorders
Beijing-Matsushita Color CRT (China)
Color CRTs
International Fan Manufacturing (Hong Kong)
Electric fans
Katano Matsushita (Japan)
Audio equipment
Kibi Matsushita (Japan)
Video equipment
Kyushu Matsushita Electric (Japan)
Data processing, business machines, magnetic
heads
Matsue Matsushita Denki (Japan)
Capacitors
Matsusaka Seimitsu (Japan)
Assembly of motors
Matsushita Air-Conditioning Corporation (Malaysia)
Air conditioners
©1992 Dataquest Incorporated January—Reproduction I*rohibited
Matsushita Electric Industrial Co. Ltd.
Matsushita Communication Industrial (Japan)
Data processing, commimication, control, video
equipment
Matsushita Commimication Industrial Corp. of the
Philippines (Philippines)
FDDs, ECM
Matsushita Compressor & Motor (Malaysia)
Compressors, fan motors
Matsushita Denshi (Singapore)
IC production, large-scale integration (LSI) design
Matsushita Electric (Australia)
TVs, audio equipment
Matsushita Electric (Malaysia)
Home electrical appliances
Matsushita Electric CTaiwan)
Electrical appliances
Matsushita Electric Instimte of Technology (Taiwan)
R&D
Matsushita Electric Works (Japan)
Electrical housing equipment
Matsushita Electronic Components (Japan)
Electronic equipment parts
Matsushita Electronic Components (Malaysia)
Electronic parts
Matsushita Electronic Components (Singapore)
Electronic parts
Matsushita Electronic Motor (Malaysia)
Electronic motors
Matsushita Electronic Motor (Singapore)
Precision motors, applied equipment
Matsushita Electronics (Japan)
Semiconductors, electron tubes, lighting equipment
Matsushita Electronics (Singapore)
Audio equipment
Matsushita Graphic Commimication Systems (Japan)
Facsimiles, graphics equipment
Matsushita Graphic Communications Systems
(Singapore)
Fax machines
Matsushita Industrial (Malaysia)
Air conditioners, compressors
Matsushita Industrial Equipment (Japan)
Industrial equipment
Matsushita-Kotobuki Electronics (Japan)
Video equipment, TVs, tape recorders
Matsushita Precision Industrial (Malaysia)
Flyback transformers, coils
Matsushita Refrigeration (Japan)
Refrigerators, air conditioners
Matsushita Refrigeration Industries (Malaysia)
Refrigerator/freezers
Matsushita Refrigeration Industries (Singapore)
Compressors
Matsushita Refrigeration Industries (Thailand)
Refrigerator/freezers
Matsushita Research Institute (Japan)
Electronics research
Matsushita Seiko (Japan)
Electric fans, ventilators, air conditioners
Matsushita Seiko Hong Kong International
Manufacturing Co. Ltd. (Hong Kong)
Air conditioners
Matsushita Technical Center (Singapore)
Production equipment
Matsushita Television (Malaysia)
Color TVs
Miyazaki Matsushita Denki (Japan)
Ceramics, magnetic materials, resistant materials
National Micromotor (Japan)
Microprecision motors
National Thai (Thailand)
Home electrical appliances
PFU Ltd. (Japan)
Minicomputers
Precision Electronics (Philippines)
Home electrical appliances
P.T. Matsushita Gobel Battery Industry (Indonesia)
Batteries
P.T. National Gobel (Indonesia)
Home electrical appliances
Takefu Matsushita Electric (Japan)
Micromotors
•N^ctor Company of Japan (Japan)
Video/audio equipment, TVs
Wakayama Precision (Japan)
Refrigerators, air conditioners
ROW
Matsushita Electric (East Africa)
Radios, radio cassette recorders, dry batteries
Matsushita Electrica de Guatemala (Guatemala)
Audio equipment
Matsushita Electric de El Salvador (El Salvador)
Audio equipment
Matsushita Industrial de Baja California (Mexico)
Color TV chassis
National Centroamericana
Dry batteries, audio equipment
National Componentes Electronicos do Brazil (Brazil)
Electronic parts
National do Brazil (Brazil)
Matsushita group products
National Electric Cote d'lvoire (Ivory Coast)
TVs, radio cassette recorders
National Panasonic Fueguina
Color TVs, radio cassette recorders
National Peruana (Peru)
Home electrical appliances
Panasonic de Mexico (Mexico)
Audio equipment, electronic parts
Panasonic Industrial de Venezuela C.A. (Venezuela)
Consumer electronic products
©1992 Dataquest Incorporated January—Reproduction Prohibited
0012543
Matsushita Electric Industrial Co. Ltd.
Springer National Componentes (Brazil)
Assembly of micromotors, CRT sockets, PC
boards
Springer National da Amazonia (Brazil)
Color TVs, audio equipment
ALLIANCES, J O I N T VENTURES, AND
LICENSING AGREEMENTS
1991
Digital Tape Licensing
Matsushita will share its digital compact cassette
tape technology, which was jointly developed with
Philips, with third parties. Tbe aim is to make the
digital tape format, which competes against digital
audio tape, a standard in the industry.
SUBSIDIARIES
North America
Matsushita Electric Corporation of America
(United States)
Solboume Computer (United States)
Europe
Matsushita Electric (U.K.) Ltd. (United Kingdom)
Matsushita Electronic Magnetron Corp. (United
Kingdom)
Matsushita Graphic Communication Systems U.K.
Ltd. (United Kingdom)
Panasoiuc Espana S.A. (Spain)
Panasonic France S.A. (France)
Asia/Pacific
Kyushu Matsushita Electric Co. Ltd. (Japan)
Matsushita Battery Industrial Co. Ltd. (Japan)
Matsushita Communications Industrial Co. Ltd.
(Japan)
Matsushita Electric (Taiwan) Co. Ltd. (Taiwan)
Matsushita Electronic Components Co. Ltd. (Japan)
Matsushita Electronics Corporation (Japan)
Matsushita Electronics (S) Pte. Ltd. (Singapore)
Matsushita Graphic Communications Systems Inc.
(Japan)
Matsushita Housing Products Co. Ltd. (Japan)
Matsushita Industrial Equipment Co. Ltd. (Japan)
Matsushita Industrial Corporation Sdn. Bhd.
(Malaysia)
Matsushita Kotobuki Electronics Industries Ltd.
(Japan)
Matsushita Refrigeration Company (Japan)
Matsushita Refrigeration Industries (S) Pte. Ltd.
(Singapore)
Matstishita Seiko Co. Ltd. (Japan)
\^ctor Company of Japan Ltd. (Japan)
0012543
Tandy Corporation
Tandy Corporation and Matstishita have signed a
joint venture to manufacture laptop and notebook
computers. Both companies will be equal partners
and share in the technology of the new company
called PTCC Inc.
Texas Instruments Inc. (TI)
TI and Matsushita signed a cross-Ucensing agreement This five-year agreement replaced the previous agreement fliat expired in 1990. TI will continue to receive royalty payments from Matsushita
based on worldwide sales of chips by the two
Japanese firms.
Energy Conversion Devices Co. (ECD)
ECD and Matsushita have signed a patent Ucensing agreement for ECD's patented phase transformation optical disk system, "^th this agreement
Matsushita wiU be able to sell optical disks
worldwide.
Siemens Nixdorf Information Systems (SNI)
SNI and Matsushita have signed an agreement to
develop PC peripherals. The development will
include an expansion tinit for 16-bit and 32-bit
notebook-size PCs. The unit will contain extra
memory and space for an additional battery unit
Matsushita will produce the expansion unit The
company wiU market it in Europe and will also
supply the device to SNI on an OEM basis.
Sun Microsystems Inc.
Sun Microsystems Inc. has signed an agreement
with Matsushita, Fujitsu, and Toshiba whereby Sun
will exchange information wifii the other firms on
image-processing techniques for multimedia
workstations.
©1992 Dataquest Incorporated January—Reproduction Prohibited
Matsushita Electric Industrial Co. Ltd.
1990
The Santa Cruz Operation
The Santa Cruz Operation and Matsushita have
signed an agreement to codevelop a Japanese version of a UNIX operating system. Matsushita will
manufacture the new product on an OEM basis,
while The Santa Cruz Operation will be responsible for marketing efforts through a new branch
office to be established in Japan.
Tosoh
The companies agreed to jointiy develop conductive electron-beam resist that completely solves the
electrification problem occurring with direct-write
e-beams.
Motorola
Matsushita agreed to purchase Motorola semiconductors for use in videocassette recorders.
SNI
SNI and Matstishita signed an agreement to have
SNI supply desktop PCs to Matsushita. In return,
Matsushita will supply laptop PCs to SNI on an
OEM basis.
7957
1989
SAE Inc.
SAE and Matsushita agreed to joindy develop a
64-bit microprocessor with plans for a 64-bit
engineering workstation in 1989.
Signetics Company
Signetics and Matsushita entered a sales agency
agreement for memory products.
Weitek Corporation
Weitek and Matsushita are joindy developing a
microprocessor product
Siemens
Matsushita and Siemens formed a joint venture for
producing passive electronic components.
Office Workstations Ltd.
Matsushita and Office Workstations of Scotland
formed a joint venture for development of office
automation software products.
1988
Hewlett-Packard Company, IBM Corporation,
Intel
Matsushita agreed to supply these companies with
a total of more than 1 milUon 1Mb DRAMs per
month.
Intel Corporation
Matsushita agreed to subcontract production of
Intel's 8-bit microcontrollers for the Japanese market The companies also agreed to jointiy develop
a sub-0.5-micron 16Mb DRAM process.
Sun Microsystems
The SPARC RISC chip was licensed for use in
workstations being developed by Solboume Computer, a Matsushita subsidiary.
NEC Corporation
NEC and Matsushita agreed to develop the next
generation of steppers for very large scale integration (VLSI) manufacturing.
Philips
Philips and Matsushita renewed a business cooperation agreement for the next ten years in which
Matsushita Electric will continue to own 65 percent of Matsushita Electronics and Philips will
own 35 percent Matsushita agreed to supply LSIs
for compact discs to Philips, and the companies
made a second-source agreement for 8-bit CMOS
microcontrollers.
Intel
Matsushita obtained a license from Intel for the
8051 and three other 8-bit microcontrollers.
TRW
The companies agreed to jointly develop a
0.8-micron-wavelength GaAlAs semiconductor
laser for space communications.
Nikon Corporation
The companies jointiy developed advanced i-line
steppers and excimer lasers for next-generation
VLSIs.
MERGERS AND ACQUISITIONS
1991
Matsushita made no mergers or acquisitions in 1991.
©1992 Dataquest Incorporated January—Reproduction Prohibited
0012543
Matsushita Electric Industrial Co. Ltd.
1990
MCA Inc.
MCA Inc. was acquired by Matsushita for approximately $6.1 billioa MCA is primarily engaged in
the production and distribution of motion pictures
and musical recordings, theme parks, book publishing, retailing, and real estate development.
Keiya Toyonaga
Senior managing director
Hiroyuki Mizuno
Senior managing director
Tsuzo Murase
Senior managing director
1989
Matsushita made no mergers or acquisitions in 1989.
PRINCIPAL INVESTORS
7955
Matsushita Electric IVading Co. Ltd. (MET)
MET, a 51.24 pox^nt owned consolidated subsidiary, was merged into the company in exchange
for 73.4 million shares of Matsushita common
stock having a fair market value of $1.1 billion.
KEY OFFICERS
Sumitomo Bank—4.4 percent
Sumitomo Life Insurance—4.4 percent
Nippon Life Insurance—4.0 percent
Matsushita Investment and Development3.2 percent
Mitsubishi Trust—^3.0 percent
Sumitomo Trust—^2.9 percent
Konosuke Matsushita—2.6 percent
Toyo Trust—-2.0 percent
Kyowa Bank—^2.0 percent
Masaharu Matsushita
Chairman of the board
Akio Tanii
President
Shoji Sakuma
Executive vice president
FOUNDERS
Konosuke Matsushita
Masahiko Hirata
Executive vice president
0012543
©1992 Dataquest Incorporated January—^Reproduction Prohibited
Matsushita Electric Industrial Co. Ltd.
Table 3
Balance Sheet
Fiscal Year Ending March 31
(MiUions of U.S. Dollars)
Balance Sheet
1988*
10,016.4
4,915.5
2,562.6
4,857.9
1,967.2
24,319.6
5,056.0
8,971.7
3,149.8
1989
11,229.2
6,137.8
1,652.8
6,210.6
2,303.0
27,533.4
6,426.6
11,828.3
4,128.9
Total Assets
41,497.2
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Common Stock
Other Equity
Retained Earnings
Total Shareholders' Equity
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Investments
Other Assets
Total Liabilities and Shareholders' Eauitv
Exchange Rate (U.S.$1=^
1991
49,917.3
14,068.8
7,782.4
2,346.6
5,919.0
2,157.4
32,274.3
6,700.1
11,527.1
4,429.0
54,930.5
11,737.8
9,062.4
1,294.5
6,593.7
2,491.3
31,179.8
8,202.7
17,420.9
5,239.7
62,043.1
13,359.1
4,093.6
6,005.4
16,717.6
4,849.1
5,999.5
18,208.2
8,375.3
5,952.1
22,500.5
8,665.8
6,553.4
23,458.1
1,048,2
1,815.8
15,175.1
18,039.1
27,566.3
1,280.7
3,266.7
17,803.6
22,351.0
32,535.6
1,293.9
3,700.2
17,400.8
22,394.9
37,719.7
1,383.0
3,688.8
19,251.5
24,323.3
41,497.2
49,917.3
54,930.5
138.03
128.25
142.93
62,043.1
141.21
*In 1987, Matsushita changed its fiscal year-end from November to March 31.
Fiscal 1987 represents only four months &om November 1986 to March 31, 1987.
Because of these changes, no information is included for 1987.
10
1990
Source: Matsushita Electric Industrial Co. Inc.
Annual Reports
Dataquest (January 1992)
©1992 Dataquest Incorporated January—^Reproduction Prohibited
0012S43
Matsushita Electric Industrial Co. Ltd.
Table 4
Consolidated Income Statement
Fiscal Year Ending March 31
(Millions of U.S. Dollars, except Per Share Data)
Consolidated Income Statement
1988*
1989
1990
1991
Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
36,710.8
24,223.1
2,022.7
9,880.5
1,679.8
3,283.6
8.94
55.50
1,192.7
1,861.8
42,918.1
28,622.9
2,488.1
11,042.3
2,537.5
4,128.2
9.62
54.20
1,664.4
1,955.6
41,998.1
28,052.8
2,418.5
10,777.8
2,482.0
4,000.1
9.52
52.60
1,648.1
2,080.2
46,733.9
31,113.2
2,718.6
12,273.9
3,377.9
4,230.6
9.05
51.10
1,833.4
2,093.4
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate (U.S.$1=¥)
0.67
0.80
9.69
138.03
0.76
0.90
11.43
128.25
0.68
0.63
10.77
142.93
0.83
0.89
11.62
141.21
*In 1987, Matsushita changed its fiscal year-end from November to March 31.
Fiscal 1987 represents only four months from November 1986 to March 31, 1987.
Because of these changes, no information is included for 1987.
0012543
Source: Matsushita Electric Industrial Co. Ltd.
Aimual Reports
Dataquest (January 1992)
©1992 Dataquest Incorporated January—Reproduction Prohibited
11
Matsushita Electric Industrial Co. Ltd.
Table 5
Balance Sheet
Fiscal Year Ending March 31
(Billions of Yen)
1988*
1,382.6
678.5
353.7
670.5
271.5
3.356.8
697.9
1,238.4
434.8
1989
1,440.1
787.2
212.0
796.5
295.4
3,531.2
824.2
1,516.9
529.6
1990
2,010.8
1,112.3
335.4
846.0
308.4
4,612.9
957.6
1,647.6
633.0
1991
1.657.5
1,279.7
182.8
931.1
351.8
4,402.9
1,158.3
2,460.0
739.9
Total Assets
5,727.9
6,401.9
7,851.1
8,761.1
Total Current Liabilities
Long-Term Debt
Other Liabilities
1,843.9
565.0
828.9
2,144.0
621.9
769.4
2,602.5
1,197.1
850.7
3,177.3
1,223.7
925.4
Total Liabilities
Common Stock
Other Equity
Retained Earnings
Total Shareholders' Equity
3,237.8
144.7
250.7
2,094.7
2,490.1
3,535.3
164.3
419.0
2,283.3
2,866.6
4,650.3
184.9
528.9
2.487.1
3,200.9
5,326.4
195.3
520.9
2,718.5
3,434.7
5.727.9
6,401.9
7.851.2
8,761.1
138.03
128.25
142.93
141.21
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Investments
Other Assets
Total Liabilities and Sliareholders' Equity
Exchange Rate (U.S.$1=¥)
*In 1987, Matsushita changed its fiscal year-end from November to March 31.
Hscal 1987 represents only four months from November 1986 to March 31, 1987.
Because of these changes, no information is included for 1987.
12
Source: Matsushita Electhc Industrial Co. Ltd.
Annual Reports
Dataquest (January 1992)
©1992 Dataquest Incorporated January—^Reproduction Prohibited
0012543
Matsushita Electric Industrial Co. Ltd.
Table 6
Consolidated Income Statement
Fiscal Year Ending March 31
(Billions of Yen, except Per Share Data)
Income Statement
1988*
Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate ( U . S . $ 1 ^
1989
1990
1991
5,067.2
3,343.5
279.2
1,363.8
231.9
453.2
8.94
55.50
164.6
1,861.8
5,504.3
• 3,670.9
319.1
1,416.2
325.4
529.4
9.62
54.20
213.5
1,955.6
6,002.8
4,009.6
345.7
1,540.5
354.8
571.7
9.52
52.60
235.6
2,080.2
6,599.3
4,393.5
383.9
1,733.2
477.0
597.4
9.05
51.10
258.9
2,093.4
80.34
9.52
1.34
99.94
11.90
1.47
108.34
10.00
1.54
117.12
12.50
1.64
138.03
128.25
142.93
141.21
*In 1987, Matsushita changed its fiscal year-end from November to March 31.
Fiscal 1987 represents only four months from November 1986 to March 31, 1987.
Because of these changes, no information is included for 1987.
Source: Matsushita Electric Industrial Co. Ltd.
Annual Reports
Dataquest (January 1992)
Table 7
Key Financial Ratios
Fiscal Year Ending March 31
Key Financial Ratios
Liquidity
Current (Hmes)
Fixed Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue OfM)/Employec
Capital Spending % of Assets
Exchange Rate (U.S.$1=^
1988*
1989
1990
1991
1.82
230.03
74.05
130.03
1.65
223.33
74.79
123.33
1.77
245.28
81.31
145.28
1.39
255.08
92.51
155.08
2.87
6.61
3.25
3.33
7.45
3.88
3.00
7.36
3.92
2.96
7.54
3.92
5.51
4.58
134,186
37.76
4.05
5.80
5.91
193,088
28.51
5.08
5.76
5.91
198,299
30.27
4.52
5.82
7.23
210,848
31.30
5.44
138.03
128.25
142.93
141.21
*In 1987, Matsushita changed its fiscal year-end from November to March 31.
Fiscal 1987 represents only four months from November 1986 to March 31, 1987.
Because'of these changes, no information is included for 1987.
0012S43
Source: Matsushita Electric Industrial Co. I4d.
Annual Reports
Dataquest (Jamaiy 1992)
©1992 Dataquest Incorporated January—^Reproduction Prohibited
13
Mitsubishi Electric Corporation
BACKGROUND AND OVERVIEW
Mitsubishi Electric Corporation began in 1898 as a heavy electrical equipment plant
adjacent to the Nagasaki Shipyard. A related plant was set up in 1905 at Mitsubishi
Shipbuilding's Kobe Works. In 1921, these two vmits were consolidated to form Mitsubishi
Electric Manufacturing Company. During the Company's early years, it established
heavy electrical equipment factories throughout Japan. In 1923, a technical cooperation
agreement was made with Westinghouse Electric International; production of consumer
goods began in the 1930s.
In 1958, Mitsubishi established separate groups for heavy machinery, electronics,
consumer products, and overseas business. The Semiconductor Marketing Division began
in 1972, and the Computer Marketing Division was founded in 1976. Mitsubishi is the
fourth largest Japanese electronics company, following Matsushita, Hitachi, and Toshiba.
Mitsubishi has been a major supplier of electronic equipment to the Japan Defense
Agency for more than twenty years. The Company produces missiles and electronics for
use in land, sea, and air vehicles; active phased-array radar used in fire control systems;
the next-generation warning control radar; and computers for fighter planes. Mitsubishi
also was the prime contractor for 9 of the 18 satellites lavmched by Japan's National
Space Development Agency.
Table 1 shows Dataquest estimates of Mitsubishi's Em"opean semiconductor revenue.
Table 1
Mitsubishi Electric CorpcH'ation
Estimated European Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1983
1984
1985
1986
1987
$15
$21
$17
$33
$39
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$14
0
13
1
$20
0
19
1
$15
1
14
0
$29
1
28
0
$34
2
32
0
Total Discrete
Transistor
Diode
Thyristor
Other
$ 1
0
0
0
1
$ 1
0
0
0
1
$ 1
0
0
0
1
$ 3
2
1
0
0
$ 2
2
0
0
0
f
0
$ 1
$ 1
$ 3
Total Semiconductor
Total Optoelectronic
Source:
ESIS Volume III
0000829
© 1988 Dataquest Incorporated September
Dataquest
September 1988
Mitsubishi Electric Corporation
PRODUCTS AND MARKETS SERVED
Mitsubishi's main product strengths are in the areas of EPROMS and DRAMs. The
Company is now a mass producer of the 1-megabit DRAM and at the forefront of
development of the 4-megabit device. Mitsubishi's semiconductor product line includes
the following:
•
Bipolar digital logic—Low-power Schottky TTL (LSTTL) and ALSTTL
•
MOS memory—64K, 256K, and 1Mb DRAMS; NMOS and CMOS SRAMs; ROMs;
and EPROMs
•
MOS microcomponents—Second-sourcing of Intel microcontroller in NMOS
and CMOS, 8-bit CMOS and NMOS microperipherals, and original 8-bit microprocessors
•
Linear—Transistor arrays, op amps, voltage comparators and regulators, timer
ICs, and current drivers
Mitsubishi also manufactures gallium arsenide (GaAs) field-effect transistors (FETs).
Some recent developments in the Company's semiconductor-related activities are
related below:
•
In March 1988, Mitsubishi announced an investment of £3 million at its video
recorder plant in Livingston, Scotland, creating approximately 250 jobs over
the next two years.
•
In March 1988, profits at the top five Japanese electronics companies rocketed
in the half year that started in September, 1987. Mitsubishi topped the list
with a 26 percent rise in profits. The Japanese companies' success is generally
attributed to the industry's efforts to put emphasis on domestic sales, to
streamline plant operations, and to a general recovery in the semiconductor
market.
•
In March 1988, it was reported that Mitsubishi had begun talks with the major
European banks and computer houses in order to interest them in its family of
"smart" cards and memory cards. It is Mitsubishi's plan to dominate the
European IC card market. The Company also announced the launch of a range
of logic ICs: two new families. Advanced Schottky TTL (MAST), and
74HC-advanced high speed CMOS; as well as both conventional and
industry-standard families.
•
In August 1987, Mitsubishi announced plans to build a £12 million plastics
component plant at Bridgend in Wales. It will make plastic covers and panels
for television sets and electronic office equipment.
© 1988 Dataquest Incorporated September
ESIS Volume III
0000829
Mitsubishi Electric Corporation
In August 1987, Mitsubishi and Intel signed an agreement whereby Mitsubishi
would make EPROMs for Intel in Japan. The devices will be sold in the
Japanese market under the Intel brand name. The contract is open-ended and
will last until the two parties dissolve it.
In July 1987, NTT and Mitsubishi formed a joint venture company based in the
United States to develop and sell integrated circuit technology made from
optical fiber.
OUTLOOK
Mitsubishi is continuing market penetration in Europe. Its U.K. subsidiary,
Mitsubishi Electric U.K. Ltd., is now firmly established as a supplier to the European as
well as the U.K. markets. Its consumer products factories export throughout the EEC
and the Company supplies mobile radio equipment to the Scandinavian market and retail
automation systems to the European Cooperative Movements.
ESIS Volume III
0000829
© 1988 Dataquest Incorporated September
Mitsubishi Electric Corporation
(Page intentionally left blank)
© 1988 Dataquest Incorporated September
ESIS Volume III
0000829
Motorola Incorporated
1303 E. Algonquin Road
Schaumberg, Illinois 60196
Telephone: (708) 576-5000
Fax: (708) 576-7653
Dun's Number: 00-132-5463
Date Founded: 1928
CORPORATE STRATEGIC DIRECTION
Motorola Incorporated is one of the world's leading
suppliers of electronic equipment, systems, components, and services. Applications range from the
telecommunications market to the semiconductors
market, with products including two-way radios,
pagers, cellular telephones and systems, semiconductors, defense and aerospace electronics equipment,
automotive and industrial electronics equipment,
computers, data communications equipment, and
information processing and handling equipment.
Founded in 1928 for the purpose of manufacturing
automobile radios. Motorola has grown from a radio
equipment and communications manufacturer to a
$10.9 billion* Fortune 100 company with operations
in diverse electronics markets.
Motorola entered the semiconductor industry early in
its history in 1948, when semiconductor operations
were established to develop automobile radio applications. Today, Motorola maintains one of the broadest
product lines of all semiconductor manufacturers and
offers electronics products in other sectors as well.
Motorola is the largest semiconductor producer based
in the United States.
Motorola divides its operations into eight main
groups: Land MobUe Products, Paging and Telepoint
Systems, Semiconductor Products, General Systems
Products, Information Systems Products, Government
Electronics Products, and the Automotive and Industrial Electronics groups. The Communications
Products segment, which includes the Land Mobile
Products and Paging and Telepoint Systems groups,
remains the largest segment in terms of net sales,
bringing in $3.6 biUion and accounting for 32.7 percent of revenue in fiscal 1990. The Semiconductor
*A11 dollar amounts are in U.S. dollars.
0011021
Products group continues to close the gap with the
Communications Products segment, bringing in
$3.4 billion in revenue in 1990, accounting for
31.5 percent of revenue. The General Systems
Products group represented the highest rate of growth
in 1990, as the group's revenue increased 39.2 percent to $2.6 billion in sales. General Systems has
increased 140.3 percent in the last two years, up from
the 1988 net sales total of $1.1 biUioa
Motorola's total revenue increased 13.1 percent to
$10.9 billion in fiscal 1990 from $9.6 billion in fiscal
1989. Net income increased 0.2 percent to
$499.0 million in fiscal 1990 from $498.0 million in
fiscal 1989. Motorola employs approximately
115,400 people worldwide.
The international market continues to increase its
impact on Motorola's total revenue figures. In fiscal
1985, international sales accounted for 25 percent of
revenue, while in fiscal 1990 the figure had increased
to 44 percent of total revenue. Over the last two
years, international sales revenue has increased
48.6 percent, nearly doubling the domestic growth of
24.8 percent Motorola expects this international
growth trend to continue in fiscal 1991, with the main
growth coming from Asia and Europe.
Accordingly, Motorola has continued to expand its
operations on a global scale. In 1990, international
highlights included the opening of a new semiconductor facility in Hong Kong, the provision of the radio
system for the Asian games in China, and the cementing of plans to supply the communications system for
the Channel Tunnel that will link England and
France. The company also began operations in the
emerging eastern Europe maikets, selling two-way
radios in Romania and Yugoslavia and cellular telephones in Hungary.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Motorola Incorporated
Research and development expenditure totaled
$1.0 billion in fiscal 1990, representing 9.3 percent of
revenue. Capital spending expenditure totaled
$1.3 billion in fiscal 1990, representing 12 percent of
revenue.
More detailed information is available in Tables 1
and 2, which appear after "Business Segment Strategic Direction" and present corporate highlights and
revenue by region. Information on revenue by distribution diannd is not available. Table 3, a conqsiehensive financial statement, is at the end of this
backgroimder.
BUSINESS SEGMENT STRATEGIC
DIRECTION
Communications Products
The Communications Products segment accounted for
32.7 percent of Motorola's 1990 net sales, bringing in
$3.6 billion in factory revenue. This group produces a
wide variety of radio communications equipment,
including base stations, digital voice communications
systems, high-frequency single-banded radio systems,
mobile/portable data communications, FM two-way
radio communications systems, and radio paging systems. Motorola can claim the distinction of being the
first foreign supplier to join Japanese competitors in
selling to Japan's national telephone company, Nippon Telegraph and Telephone Company. Motorola is
a market leader in radio paging equipment.
The group's 1990 revenue of $3.6 billion represented
a 7.6 percent increase over 1989*s revenue of
$3.3 biUion. Operating profits decreased 25.5 percent
to $225 million in 1990, down from $302 million in
1989. Motorola attributes this decline to increased
research and development costs in the areas of radio
frequency (RF) cormnimications and radio data communications, expenses associated with expansion of
international distribution, changes in domestic distribution, and shortfalls in implementation and efficiency in certain areas of business. At the end of
fiscal 1990, the Commxmications Products sector was
divided into two divisions: the Land Mobile Products
group and the Paging and Telepoint Systems Group.
Land Mobile Products
Nineteen-ninety was an active year for the Land
Mobile Products sector, as Motorola continued to
invest heavily in future technologies. Using this
newly formed sector, the company is active in the
development of Specialized Mobile Radio (SMR)
systems, wireless data communications, and digital
trunking.
Motorola took major steps toward the completion of
its Coverage Plus SMR system, a nationwide voice
and data communications and vehicle location network currently being implemented in the United
States. The system enables dispatchers to locate and
communicate direcdy with vehicles ans^where on the
network either by voice or data messages. Over
500 sites have been installed to date in the United
States. The company also implemented SMR systems
in China and Germany.
Motorola introduced a number of new models of
trunked radio system products in 1990. The JSMR-II,
the company's first 1.5-GHz shared trunked radio
system, was installed in Japan. The system features
newly developed repeaters and subscriber radios in
the new frequency band. Motorola also began distribution of the company's first 1.5-GHz mobile radio,
the MG-100, and the MIB-5000, an 800-MHz system
that boasts the world's smallest trunked mobile radio.
Motorola continued production of the ARDIS radio
data communications system, a result of a joint venture with IBM. The system provides communications
networking applications in the areas of field service,
insurance claims, and public safety and transportation. The company also introduced two modems that
are compatible with networks such as ARDIS—the
RPM 840 integrated portable radio data modem and
the RPM 400i modem for laptop and other hand-held
computers.
Paging and Telepoint Systems
Motorola introduced a number of new products in
1990 under the auspices of the Paging and Telepoint
Systems group. The introduction of the CT-2 cordless
telephone marked Motorola's entrance into the
second-generation digital cordless telephone market
The CT-2 technology provides cordless technology
that allows the personal cordless telephones to be
utilized in the home or office through conventional
methods. The technology also allows use of the CT-2
telephones outside the home and office through the
use of base stations known as telepoints, providing
limited-range access. The CT-2 system was especially
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011021
Motorola Incorporated
popular in the international markets, as Motorola
received substantial orders for the CT-2 from Singapore Telecom and other companies in Malaysia, Thailand, and Hong Kong.
onto the number two position in 1990 with 9.8 percent of the worldwide market share, with discrete
revenue amounting to $808 million.
Motorola offers a diverse line of pagers and is a
market leader in radio paging equipment In 1990, the
company introduced the Advisor pager, an alphanumeric unit with a four-line display and up to 32,000
characters of memory. FuU production of the revolutionary Wristwatch pager began in the fourth quarter
of 1990. The Wristwatch pager, the result of a joint
venture with Timex, combines a numeric display
pager with a digital watch and is compatible with
existing paging systems throughout the world.
Serving the broad range of discrete markets also
requires a broad range of capabilities, including
advanced submicron technology for such products as
RF semiconductors, power MOS and small-signal
devices, and leading-edge manufacturing and packaging technologies for mature, high-volume semiconductors. These new technologies often combine discrete and integrated circuit technologies to provide
new products containing substantial added value. The
company also offers a broad range of silicon pressure
sensing devices including a new fully signalconditioned integrated pressure sensor.
Semiconductor Products
Optoelectronics
In an era of increasing specialization and niche
market-oriented companies. Motorola represents an
unusual breed of U.S. semiconductor manufacturers.
As the largest U.S. chipmaker. Motorola continues to
be one of the few remaining broad-based semiconductor suppliers in the natioa The company considers
its wide product breadth to be critical to its semiconductor strategy and has charted a course that provides
an extensive product portfolio.
Motorola's optoelectronic products include emitter/
detectors, optocouplers, optointerrupters, and fiberoptic switches and components. However, with revenue of $26 million during fiscal 1990, Motorola is a
small player in the $2.7 billion optoelectronics market. Dataquest fotmd Motorola to rank nineteenth in
the worldwide optoelectronics market during 1990.
The company's semiconductor revenue in 1990 was
$3.43 billion, an increase of 13.1 percent over 1989.
The semiconductor products segment accounted for
31.5 percent of total sales for fiscal 1990. According
to Dataquest, Motorola possessed 6.3 percent of the
1990 worldwide semiconductor market, ranking it
fourth among more than 140 vendors. The company
ranks first in the North American semiconductor market with 11.3 percent market share and $2.0 billion in
factory revenue. A review of Motorola's product
portfolio shows that the company is manifestly strong
in the areas of discrete devices and analog, logic, and
microcomponent products. It is investing to establish
a stronger position in memory through the development of a competitive fast SRAM offering, as well as
a strategic position in DRAMs under a technology
agreement with Toshiba.
Discrete Devices
Although many semiconductor producers had abandoned discrete products for integrated circuits. Motorola remains an important force in discretes such as
transistors, diodes, and thyiistors. In a market dominated by Japanese companies. Motorola had been the
leading supplier and was dislodged from the number
one position only in 1987 by Toshiba. Motorola held
0011021
Analog
Motorola's growing portfolio of analog circuits is
targeted primarily toward automotive, telecommunications, and consumer applications. Using bipolar and
CMOS technologies. Motorola has developed a variety of proprietary and custom devices. In 1990, Motorola held a 4.6 percent market share and ranked sixth
in the worldwide analog market, according to
Dataquest
Logic
Motorola offers a variety of logic products in standard
logic, gate arrays, and custom products. The company
has long been a leading producer of standard logic
circuits, producing a variety of products in TTL,
ECL, and CMOS technologies. In die standard logic
arena. Motorola is a major market participant, ranking
fourth in the bipolar and digital logic markets and
third in the MOS logic market during 1990, according
to Dataquest
Application-Specific ICs (ASICs)
In addition to working closely with key customers to
offer high-performance system solutions in both bipolar and CMOS technologies. Motorola drives the
indtistry standards for computer-aided design (CAD)
actively in order to accelerate the availabiUty and
©1991 Dataquest Incorporated October—Reproduction Prohibited
Motorola Incorporated
Utility of open architecture alternatives. These activities are key features of the company's strategy in the
ASIC markets.
During 1989, Motorola introduced a new design concept for ASICs called Customer-Defined Arrays.
Customer-Defined Arrays combine array- and cellbased chip architectures with multiple process technologies on a single circuit Motorola's new Open
Architecture CAD System gives customers a complete ASIC development environment using industrystandard workstations and leading third-party design
and verification tools.
Motorola is the leading supplier of ECL gate arrays to
the merchant market Motorola's MCA HI process
supports 2,200- and 10,000-gate ECL arrays featuring
12C^s typical gate delays and 1,200- to 1,500-MHz
input firequencies. In 1990, Motorola extended the
line by introducing an ETL series providing mixed
ECL, TTL, and pseudo-ECL interfaces in 750-,
3,200-, and 6,200-gate densities. System clock speeds
up to 2,500 MHz are supported. Motorola also offers
bipolar foundry services based on the MCA V process
with four-layer metal and 0.8-inicron emitters. Typical gate delays of 80ps are achieved in a channeUess
architecture. Next-generation bipolar arrays wiU
shrink emitter width and include a BiCMOS process
option for high-speed embedded memory. Initial
products will allow 20,000 to 30,000 gates of 50ps
logic combined with 256,000 bits of BiCMOS RAM.
In the arena of CMOS process technology. Motorola
has a family of high-density CMOS gate arrays
manufactured in a submicron process. The H4C
Series utilizes a sea-of-gates architecture and ranges
in gate count from approximately 27,000 to 318,000
gates. Utilizing triple layer metal routing, the H4C
Series combines user-configurable RAMs up to
256Kb, digital phase-locked loops, and low power
consumption for true systems integration.
Microcomponents
Motorola is a leading participant in the microcomponents market The company has been a long-time
supplier of proprietary microprocessors, microcontrollers, and microperipherals to this market With
estimated revenue of $1.0 billion in an approximately
$10.1 billion market a 10.0 percent market share,
Motorola ranks as the third-largest microcomponent
manufacturer in the world. Motorola has ranked consistendy as the number three supplier to this market,
behind Intel and NEC. According to Dataquest
Motorola closed the gap with second-place NEC in
1990, pulling to within $74 million in yearly revenue.
Motorola is the leading supplier of 8-bit microcontrollers in terms of units shipped, garnering a
23.9 percent share of the worldwide market The
company's 68HC05 continues to be the top microcontroller on the market in terms of unit shipments, with
over 73.6 million units shipped in 1990. A leading
application for these 8-bit MCUs is in the automotive
industry.
The company introduced its first 16-bit microcontroller, the MC68HC16, in 1990. The MC68HC16
features on-chip control-oriented digital signal
processing (DSP) capability, with plaimed applications including future vehicles from Chrysler
Corporation.
Motorola also tmveiled the 68332, a 32-bit embedded
microcontroller. It is based on Motorola's 68020 central processing unit and has been chosen by General
Motors for control functions in future vehicles. The
68302 Integrated Multiprotocol Processor was developed for communications applications. In addition,
the company introduced the 68HC16 microcontroller
family, its first 16-bit MCU device, to provide a
smooth migration path from 8-bit to 32-bit microcontroller appUcations.
The company is also prominent in high-end
microprocessors, where it has a full line of products
including high-performance floating-point coprocessors and DSP support. Motorola ranked second in the
32-bit microprocessor market with a 30.5 percent
market share in 1990, according to Dataquest estimates. Motorola had the advantage of a head start in
the emerging 32-bit microprocessor market with its
68020 and 68030 devices. Because the M68000
microprocessor, a 16-bit microprocessor introduced in
1979, had a 32-bit internal architecture. Motorola was
able to upgrade 16-bit data bus paths to a fuU 32-bit
architecture with the 68020 a full two years before its
competitors.
In early 1987, Motorola produced silicon for the
68030, a second-generation 32-bit microprocessor
that incorporated such functions as a paged MMU, an
instruction cache, and a data cache with burst-fillable
mode in a Harvard-style architecture. These devices
have found tisage in a variety of applications, including business systems, artificial intelligence platforms,
robotics, telecommunications, multiprocessor systems, military products, and most prominently in
technical workstations.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011021
Motorola Incorporated
In the fourth quarter of 1990, Motorola began fullscale production of its next-generation complexinstruction-set computing (CISC) microprocessor, the
MC68040. With 1.2 million transistors, the MC68040
dehvers 20 mips and a sustained rate of 3.5 mfiops at
25 MHz. Fabricated with Motorola's 0.8-micron highperformance HCMOS process, the MC68040 features
an integer unit, a floating-point unit, two memorymanagement units, and two 4KB cache memories
(one for data and one for instructions). It is compatible with the software base of the M68000 family. It
has been endorsed as a platform for future products
by customers including Apple Computer Inc., Bull,
Commodore, Hewlett-Packard/Apollo, NeXT, Nixdorf, and Unisys.
Motorola's 88000 reduced-instruction-set computing
(RISC) family of 32-bit microprocessors, first
introduced in 1988, has been endorsed by more than
50 computer and telecommunications systems
manufacturers, with more than 20 systems already
announced. More than 1,500 software packages are
under development for the 88000, usmg its applications software compatibility standard. The company
plans to release its second-generation RISC engine,
die 88110, during fiscal 1991. Based on Symmetric
Superscaler technology, the 88110 will permit instructions to be executed simultaneously and will also
eliminate instruction-sensitive performance degradation foimd in competing RISC processors.
As a part of a proposed three-way technology alliance
among Apple, IBM Corporation, and Motorola, the
companies announced in July 1991 that Motorola will
codesign and manufacture a single-chip implementation of IBM's RS/6000 Power Architecture to be
called Power PC. The new RISC chip will be the
hardware base of a new entry-level software product
to be developed and marketed by Apple and IBM. It
will also be the base hardware for future Apple
Macintosh computers. This chip will become the third
high-performance processor platform in Motorola's
portfolio, joining die 68000 and 88000 families.
In 1989, the CPUAX, the new superdup containing
4 million transistors, was designed by TRW and fabricated by Motorola under the U.S. Department of
Defense Very High Speed Integrated Circuits
(VHSIC) Phase 2 program. This 0.5-micron device
can perform 200 mflops and can automatically configure and repair itself. Originally intended by TRW
for defense and space applications, the processing
knowledge will be used by Motorola in future commercial products.
001IQ21
In digital signal processing. Motorola has introduced
its 96002 Media Engine, a 32-bit IEEE floating-point
processor. Based on the same architecture as the
company's 24-bit fixed-point device, the 96002 is
able to create vivid color graphics while generating
stereo sound.
Memories
Motorola manufactures a variety of DRAMs and fast
SRAMs using CMOS and BiCMOS technologies.
The company has developed a strategic supply position in DRAMs as a part of its technology agreement
with Toshiba. Motorola is producing 1Mb DRAMs in
two of its own fabrication faciUties and in its joint
venture with Toshiba in Sendai, Japan. A variety of
microcomponents also are produced at ths site.
According to Dataquest estimates. Motorola climbed
to 9th in the worldwide MOS memory market with a
market share of 3.0 percent in 1990, up from a
12th-place ranking and a 2.5 percent market share in
1989.
General Systems Products
The General Systems sector includes the Motorola
Cellular group and the Motorola Computer Systems
group, formerly called Four-Phase Systems before its
acquisition by Motorola in 1982. TTie General Systems sector was the fastest-growing sector for Motorola in fiscal 1990, with sales increasing 39.2 percent
to $2.6 biUioa The sector accounted for 24.3 percent
of Motorola's total revenue in fiscal 1990, up from
the 19.8 percent that the sector's revenue accoimted
for in 1989.
The Cellular group produces mobile and portable
subscriber products and telephone systems, conventional car telephone systems, electronic mobile
exchanges, IMTS car telephones, and low-density
cellular base stations. As a leader in the fast-growing
cellular telephone industry. Motorola is one of the top
suppliers of celltilar telephone systems as well as
mobile and portable phones. Motorola is the market
leader in cellular telephones, garnering a 15.2 percent
market share with $400 million in revenue in 1990.
More than half of the company's cellular revenue
comes from outside the United States. Motorola
believes that in many underdeveloped countries with
limited wireline systems, cellular radiotelephones
may become the principal telecommunications
system.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Motorola Incorporated
The MicroTAC personal telephone, introduced in
1989, continues to grow in popularity. One of the
smallest and Ughtest cellular telephones currently on
the market, the MicroTAC is the size of a checkbook
and fits into a pocket or purse while offering the same
power, features, and performance as larger cellular
phones. The MicroTAC won Japan's 1990 foreign
product design award from the Ministry of International Trade and Industry. Motorola is currently testing a new cellular call handling system, the Narrow
Band AMPS, which has the potential to multiply
cellular system capacity more than threefold using
existing cellular standards.
The Computer Systems group develops, manufactures, markets, and services multiuser, supermicroclass computers and board-level products. The
group's products are based on industry standards,
such as the VMEbus hardware standard, the UNIX
operating system, and industry-standard peripheral
interfaces. Computer products are marketed to enduser customers, OEMs, VARs, and distributors worldwide. Motorola's 68000 microprocessors and the
88000 series RISC microprocessors are at the core of
the VME board-level products.
In 1990, the MultiPersonal Computer was introduced
by the Computer Systems group. Based on the 88000
RISC microprocessor, AT&T's UNIX operating system, and the X Window graphics standard developed
by Massachusetts Institute of Technology, the
MultiPersonal Computer is designed to integrate the
commercial desktop computer into the office environment. Features include the MultiPersonal Image
Exchange, which allows users to send and receive
facsimile documents on-line and route them to the
proper user. Also in 1990, Motorola began full-scale
production of the MVME165, a VME processor
module built around the company's 68040
microprocessor. The MVME165 is designed for
embedded control and distributed real-time
applications.
Information Systems Products
The Information Systems Products segment
accounted for 5.5 percent, or $599 million, of Motorola's total revenue for fiscal 1990. The products are
designed and manufactured by Codex Corporation
and Universal Data Systems Inc. (UDS).
Codex manufactures and sells high-speed leased-line
and dial modems; data/voice, time division, and
statistical multiplexers; network management and
control systems; X.25 networking equipment; and
LAN interconnection products. These products are
offered alone and, increasingly, in systems, which
have been configured to transmit information between
dispersed business machines, terminals, and other
peripheral devices, and host computers. Codex also
sells communications products that it does not
manufacture.
Codex was active in 1990 with the addition of a host
of new products. The Codex 3600 Communications
platform is a new proprietary communications platform that can be configured as a 24,000-bps modem
or a digital transmission device, offering customers
increased flexibiUty. The platform is complemented
by two new releases: the 3500 Digital Service Unit/
Channel Service Unit and a terminal adaptor for the
Integrated Services Digital Network (ISDN). Release
3 of the Codex 9800 Network Management System
offers an operational Interface kit that allows the
integration of non-Codex products. Interfaces were
also released for the "supermanagers" offered by
AT&T, Digital Equipment Corporation, and IBM.
UDS manufactures and sells data communications
modems, multiplexers, digital data systems (DDS)
service units, and ISDN equipment UDS' 9,600-bps
V.32 modems, introduced in 1989, continued to gain
popularity in 1990 as shipments more than doubled.
The V.32 modems, which are of the plug-in variety
and support the IBM PS/2 computer family, won
international support with major orders coming from
Japan, Germany, and Egypt.
Government Electronics Products
The Government Electronics group is engaged in the
design, development, and production of electronic
systems and products. During tiscal 1990, it
accounted for 6.3 percent of Motorola's total revenue.
The group produces diversified military and space
electronics equipment, including aerospace telecommunications systems, military communications equipment, radar systems, data links, display systems, positioning and navigation systems, instrumentation
products, countenneasuies systems, missile guidance
equipment, electronic ordnance devices, and drone
electronic systems. According to Dataquest, Motorola
ranked second in the worldwide military/aerospace
semiconductor market in 1990, garnering a 6.7 percent market share.
Major contracts awarded in 1990 included a
$78.5 million contract for the FMU-139 fuze and a
$36.9 million contract for the MK45 target-detecting
device used on die Standard missile. A new product
introduced in 1990 was the latest model of the Lightweight Satellite Terminal system, the LST-5C. The
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011021
Motorola Incorporated
LST-5C radio weighs only 8.5 pounds and provides
full power to establish and maintain a worldwide
satellite communications link with only the use of a
hthium battery.
Automotive and Industrial Electronics
The Automotive and Industrial Electronics group
manufactures and markets soUd-state electronic ignition systems, engine management controls, sensors,
automotive instruments, and other automotive
electronic products. These products are sold to
OEMs, including foreign and domestic automobile
manufacturers, heavy vehicle manufacturers, and
0011021
farm equipment manufacturers. In 1990, the group
began production of new programs in passenger car
and light vehicle applications with Chrysler/Jeep and
Ford Motor Company. The group also started shipping diesel engine control models to Cummins
Engine Co. and Vehicle Management and Control
(V-MAC) modules to Mack Trucks Inc.
Further Information
For further information about Motorola's business
segments, please contact the appropriate Dataquest
industry service.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Motorola Incorporated
Table 1
Five-Year Corporate Highlights (Millions of U.S. Dollars)
1986
1987
1988
1989
1990
5,888.0
8.18
6,727.0
14.25
8,250.0
22.64
9,620.0
16.61
10,885,0
13.15
Capital Expenditure
Percent of Revenue
567.0
9.63
658.0
9.78
899.0
10.58
1,094.0
11.37
1,256.0
11.54
R&D Expenditure
Percent of Revenue
481.0
8.17
524.0
7.79
665.0
8.06
810.0
8.42
1,008.0
9.26
Number of Employees
Revenue ($K)/Employee
94,400
62.37
97,700
68.85
102,000
80.88
104,000
92.50
115,400
94.32
Net Income
Percent Change
194.0
169.44
308.0
58.76
445.0
44.48
498.0
11.91
499.0
0.20
Five-Year Revenue
Percent Change
1990 Fiscal Year
Ql
Q2
Q3
Q4
Quarterly Revenue
Quarterly Profit
2,533.0
127.0
2,715.0
161.0
2,703.0
102.0
2,934.0
1,095.0
Source: Motorola Incoiporated
Aonual Reports
Dataquest (October 1991)
Table 2
Revenue by Geographic Region (Percent)
Region
1986
1987
1988
1989
1990
North America
International
71.31
28.69
67.94
32.06
63.85
36.15
59.65
40.35
55.70
44.30
Source: Motorola Incorporated
Annual Reports
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011021
Motorola Incorporated
1990 SALES OFFICE LOCATIONS
North America—209
Europe—^21
Japan—4
ROW—26
MANUFACTURING LOCATIONS
North America
Albuquerque, New Mexico
Communications products
Arlington Heights, Illinois
Cellular telephone products
Austin, Texas
CMOS logic, MOS digital/analog, ASICs, MCUs,
FSRAMs, complex MPUs
Boynton Beach, Florida
Communications products
Carlisle, Pennsylvania
Communications products
Chandler, Arizona
Semiconductor products
Cupertino, California
General information system products
Elma, New York
Automotive electronics products
Fort Worfli, Texas
Communications products
Huntsville, Alabama
Modems
Lawndale, CaUfomia
Semiconductor products
Mansfield, Massachusetts
Data communications products
Mesa, Arizona
MPUs, ASICs, DRAMs, MOS digital/analog,
telecom, regulators, op amps, automotive bipolar
logic, gate arrays, logic
Mt Pleasant, Iowa
Communications products
Northbrook, Illinois
Automotive electronics products
Phoenix, Arizona
Power products, RF power products, small-signal
sensors, thyristors, TMOS power, Zener diodes,
rectifiers
Plantation, Florida
Communications products
0011Q21
Schaumberg, Illinois
Communications products
Seguin, Texas
Automotive electronics products
Tempe, Arizona
Semiconductor products, general information
system products
Vega Baja, Puerto Rico
Communications products
"WiUowdale, Canada
Communications products
Europe
Basingstoke, England
Communications products
Bordeaux, France
Semiconductor products
Camberly, England
Communications products
Copenhagen, Denmark
Communications products
E. Kilbride, Scotland
MCUs, logic, MOS digital/analog, MPUs, memory
Flensburg, Germany
Communications products
Munich, Germany
Semiconductor products
Stotfield, England
General information system products
Swindon, England
Cellular telephone products
Taunusstein, Germany
Communications products
Toulouse, France
Power products, telecom, consumer, regulators, op
amps, auto, rectifiers
Asia/Pacific
Aizu Wakamatsu, Japan
Logic, power, standard cells, MCUs, memory
Chung Li, Taiwan
Communications products, semiconductor products
Kowloon, Hong Kong
Semiconductor products
Kuala Lumpur, Malaysia
Semiconductor products
Manila, Philippines
Communications products, semiconductor products
Melbourne, Australia
Communications products
Penang, Malaysia
Communications products
Sendai, Japan
DRAMs, SRAMs, FSRAMs, ASICs, MCUs
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Motorola Incorporated
Seoul, Korea
Communications products, semiconductor products
Seremban, Malaysia
Small-signal products
Singapore
Communications products
Tokyo, Japan
Communications products
ROW
Arad, Israel
Communications products
Guadalajara, Mexico
Power products
Leon, Mexico
Communications products
San Jose, Costa Rica
Commimications products
Tel Aviv, Israel
Communications products, general information
system products
North America
Codex Corporation (United States)
Motorola Canada Ltd. (Canada)
Motorola Components de Puerto Rico Inc. (Puerto
Rico)
Motorola Credit Corp. (United States)
Motorola International Corp. (United States)
Motorola International Development Corp. (United
States)
Motorola Portatiles de Puerto Rico Inc. (Puerto Rico)
Motorola Portavoz de Puerto Rico Inc. (Puerto Rico)
Motorola Telcarro de Puerto Rico Inc. (Puerto Rico)
Universal Data Systems (United States)
Europe
Motorola GmbH (Germany)
Motorola Ltd. (United Kingdom)
Motorola Semiconducteurs S.A. (France)
ROW
10
ALLIANCES, JOINT VENTURES, AND
LICENSING AGREEMENTS
1991
Apple Computer Inc. and IBM Corporation
Motorola signed a preliminary technology agreement with Apple and IBM to share technology in
the production of a new Motorola-produced RISC
chip that wiU be the hardware base of a new
entry-level software product to be developed and
sold by IBM and Apple. This chip will also serve
as the base hardware for future Apple Macintosh
computers.
GRID Systems
Motorola and GRID signed an agreement allowing
Motorola's Mobile Data division to become an
official VAR for GRiD's laptop computer.
SUBSIDIARIES
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola
Motorola de Mexico S.A. (Mexico)
Motorola Israel Ltd. (Israel)
Motorola Stomo S.A. (Mexico)
Asia Ltd.. (Hong Kong)
Electronics Pte. Ltd. (Singapore)
Electronics Taiwan Ltd. (Taiwan)
Korea Ltd. (South Korea)
Malaysia Sdn. Bdh. (Malaysia)
Semiconductor Sdn. Bdh. (Malaysia)
Integrated Micro Products Ltd.
Motorola and Integrated Micro Products signed an
OEM agreement involving a special adaptation of
the latter's fault-tolerant UNIX for use in Motorola's trunked radio systems for police and emergency radio services.
Lansdale Semiconductor Inc.
Lansdale purchased the exclusive rights to
manufacture the DTL, HTL, RTL, and TTL military integrated-circuit series from Motorola.
Lockheed
Motorola and Lockheed will jointly conduct the
Iridium global personal communications project
Lockheed will supply the 77 teleconununications
satellites for the Iridium system.
Northern Telecom Limited
Motorola and Northern Telecom signed an agreement to develop major enhancements to their existing cellular products for global markets.
Ontario Systems Corp.
Ontario signed an agreement with Motorola hcensing Ontario to sell Motorola's Delta 8000 RISCbased systems.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011021
Motorola Incorporated
OSC Communications Corp.
Motorola and OSC Communications agreed to
cooperate in developing open cellular systems
interface standards for worldwide cellular telephone markets.
PacTel Corp.
Motorola and PacTel signed an agreement to conduct an extensive field test and market trial of the
code division multiple access (CDMA) digital cellular telephone technology.
Softsel Computer Products Ltd.
Softsel signed an agreement with Motorola allowing the former to distribute Motorola's Delta and
M88000 RISC systems in the United Kingdom.
Tech Data Corp.
Motorola named Tech Data as a distributor of its
Altair wireless ethemet products.
Unitrode Corp.
Motorola and Unitrode signed a technology partnership agreement to develop proprietary techniques to be used in the manufacture of direct
wafer bonded silicon wafers.
XcelleNet Inc.
Motorola and XcelleNet signed a joint marketing
agreement providing network access and information delivery capabilities for widely distributed
organizations.
1990
BT Tymnet Inc.
BT Tymnet awarded Motorola a contract to provide networking for the Coverage PLUS veWcle
communications system.
IBM
Motorola and IBM formed a joint venture to provide a nationwide radio data information service in the United States. The new service, called
ARDIS, will give companies with mobile work
forces access to company computer databases and
information systems through two-way radio data
terminals.
Interphase
Interphase signed a three-year OEM contract with
Motorola valued at $8 million.
Liant Software
The companies reached a two-year agreement for
Motorola to sell Liant's RM/COBOL-85 programming language system to users of Motorola's
UNIX-based computer systems.
0011Q21
Philips International
Motorola and Philips signed an agreement to supply a full-screen, full-motion video IC for CDInteractive appUcations.
Synopsys Inc.
Motorola and Synopsys signed a technology partnership agreement to joindy develop software
libraries and models for Motorola's ECL ASICs.
Tekelec
Tekelec signed an agreement to supply Motorola
with communications test equipment
1989
Digital Equipment Corporation (DEC)
The companies will jointly design a fiberdistributed data interface chip set that Motorola
will manufacture and mariceL
IBM
Motorola will fund and assign personnel to an
R&D program for an X-ray lithograph project
Interphase Corp.
Motorola bought 20 percent of this disk controller
maker.
Oracle
Oracle will port its popular ORACLE relational
database management system and related
ORACLE tools to Motorola's M88000-based computer systems.
Philips International
The companies will cooperate on VSLI integrated
circuits for interactive compact discs.
Thomson-CSF
Thomson-CSF wiU standardize its military and
defense products to Motorola's M88000 RISC
microprocessor family.
1988
Data General
Data General is to develop an ultrahigh-speed
version of the M88000 RISC microprocessor
family.
Omnirel
The two companies jointly introduced power
MOSFET devices intended for military
appUcations.
Unisoft Group
Unisoft is acting as Motorola's exclusive agent for
future products based on UNIX Release V.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
11
Motorola Incorporated
James Donnelly
Executive vice president and director of Personnel
MERGERS AND ACQUISITIONS
1991
UNIX Systems Laboratories
Motorola joined 10 other companies in the purchase of 20 percent of the stock of AT&T-owned
UNIX Systems Laboratories.
David W. Hickie
Executive vice president and chief corporate staff
officer
David G. Wolfe
Executive vice president and general manager,
Government Electonics group
Edward F. Staiano
President and general manager. General Systems
sector
KEY OFFICERS
George M. C. Fisher
Chairman of the board and chief executive officer
Gary L. Tooker
President and chief operating officer
PRINCIPAL INVESTORS
Christopher B. Galvin
Senior executive vice president and assistant chief
operating officer
Information is not available.
Donald R. Jones
Executive vice president and chief financial officer
Arnold S. Brenner
Executive vice president and general manager,
Japanese group
12
FOUNDERS
Information is not available.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011021.
Motorola Incorporated
Table 3
Comprehensive Financial Statement
Fiscal Year Ending in December
(Millions of U.S. Dollars, except Per Share Data)
Balance Sheet
1990
Cash
Receivables
Marketable Seciirities
Inventory
Other Current Assets
Total Current Assets
1986
42.0
851.0
143.0
819.0
384.0
1987
47.0
1,101.0
211.0
909.0
439.0
1988
195.0
1,400.0
145.0
1,144,0
496.0
1989
231.0
1,683.0
202.0
1,173.0
626.0
265.0
1,857.0
312.0
1,245.0
773.0
2,239.0
2,707.0
3,380.0
3,915.0
4,452.0
Net Property, Plants
Other Assets
2,140.0
303.0
2,329.0
285.0
2,854.0
476.0
3,337.0
434.0
3,778.0
512.0
Total Assets
4,682.0
5,321.0
6,710.0
7,686.0
8,742.0
Total Current Liabilities
Long-Term Debt
Other Liabilities
1,371.0
334.0
223.0
1,668.0
344.0
301.0
2,691.0
343.0
301.0
2,751.0
755.0
377.0
3,048.0
792.0
645.0
Total Liabilities
Common Stock
Odier Equity
Retained Emiings
1,928.0
385.0
817.0
1,552.0
2,313.0
388.0
843.0
1,777.0
3,335.0
389.0
851.0
2,135.0
3,883.0
391.0
878.0
2,534.0
4,485.0
395.0
929.0
2.933.0
2,754.0
3,008.0
3,375.0
3,803.0
4,257.0
4,682.0
5,321.0
6,710.0
7,686.0
8,742.0
Total Shareholders' Equity
Total Liabilities and Shareholders' Equity
Source: Motorola Incorporated
Animal Reports
Dataquest (October 1991)
0011021
©1991 Dataquest Incorporated October—^Reproduction Prohibited
13
Motorola Incorporated
Table 4
Consolidated Income Statement
Fiscal Year Ending in December
(Millions of U.S. Dollars, except Per Share Data)
Income Statement
Revenue
U.S. Revenue*
Non-U.S. Revenue*
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
1986
1987
1988
1989
1990
5,888.0
4,124.0
1,764.0
3,647.0
481.0
1,431.0
567.0
265.0
4.50
46.00
194.0
126.5
6,727.0
4,482.0
2,245.0
4,059.0
524.0
1,659.0
658.0
416.0
6.18
40.00
308.0
128.9
8,250.0
5,269.0
2,981.0
5,040.0
665.0
1.957.0
899.0
612.0
7.42
34.00
445.0
129.7
9,620.0
5,997.0
3,623.0
5,905.0
810.0
2,289.0
1,094.0
646.0
6.72
34.00
498.0
130.0
10,885.0
6,063.0
4,822.0
6,822.0
1,008.0
2,414.0
1,256.0
666.0
6.12
34.00
499.0
131.7
1.53
0.64
21.77
2.39
0.64
23.34
3.43
0.67
26.02
3.83
0.76
29.25
3.80
0.76
32.32
*Dataquest estimate
Sonice: Motorola Incorporated
Aimual Reports
Dataquest (October 1991)
Table 5
Key Financial Ratios
Fiscal Year Ending in December
Key Financial Ratios
Liquidity
Current (Times)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue (K)/Employee
Capital Spending % of Assets
1986
1987
1988
1989
1990
1.63
170.01
49.78
70.01
1.62
176.89
55.45
76.89
1.26
198.81
79.73
98.81
1.48
202.10
69.79
102.10
1.46
205.36
71.60
105.36
4.14
7.04
3.29
5.79
10.24
4.58
6.63
13.19
5.39
6.48
13.09
5.18
5.71
11.72
4.58
8.17
9.63
94,400
62.37
12.11
7.79
9.78
97,700
68.85
12.37
8.06
10.58
102,000
80.88
13.01
8.42
11.37
104.000
92.50
14.23
9.26
11.54
115,400
94.32
14.37
Source: Motorola Incorporated
Annual Reports
Dataquest (October 1991)
14
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011021
National Semiconductor Corporation
2900 Semiconductor Drive
Santa Clara, California 95052-8090
Telephone: (408) 721-5000
Fax: (408) 732-9742
Dun's Number: 04-147-2986
Date Founded: 1959
CORPORATE STRATEGIC DIRECTION
National Semiconductor Corporation was formed in
1959 in Danbury, Connecticut, as a manufacturer of
transistors. In 1967, when Charles E. Sporck was
named president and CEO, the company moved its
headquarters to Santa Clara, CaUfomia, and began
producing proprietary integrated circuits (ICs). In
January 1991, Mr. Sporck announced his retirement
and Dr. Gilbert F. Amelio was named president and
CEO. Dr. Amelio took over in May 1991.
Under Dr. Amelio, National has been reorganized into
two major business groups, the Communications and
Computing Group and the Standard Products Group.
In addition to the two groups, Military/Aerospace
operates as a separate division. This decentralization
is an attempt by the company to provide principal
operating groups with fuU responsibility and control
of their operations.
The Communications and Computing Group is structured aroimd applications-focused product lines that
use the company's VLSI technologies to serve
selected vertical markets. The group is made up of six
businesses: Innovative Products, Local Area Networks (including the Computer Enhancement Group
and board level products). Mass Storage, Embedded
Control, Office Automation (formerly known as
Imaging), and ASIC.
The second major business group is the Standard
Products Group, which focuses on broad, horizontal
markets. The Standard Products Group is made up of
large, high-volimie product lines, including digital
logic, linear, memory and programmable products,
and discretes.
0011283
The company reported revenue of $1.7 bUlion* for
the fiscal year ending in May 1991, an increase of
1.6 percent from the previous year. National reported
a net loss of $151.4 million for fiscal 1991. The
year's financial results reflect the impact of the restructuring activity that the company annotmced in
August 1990, including a one-time pretax charge of
$143.6 million, taken in the first quarter. Following
this restructuring, the remaining three quarters
showed modest but improved profitability. The company employs 29,000 people worldwide.
National considers research and development essential to the future profitability of the company. For
1990, R&D expenditure was $198.6 million, which
equates to 11.67 percent of revenue.
National's primary process technology is built on a
core CMOS process called M2CMOS. To this core,
modules ate added for analog, E2 memory, EPROM,
and BiCMOS applications. The woridiorse M2CMOS
process appears across the board in several product
lines. National offers a range of M2CMOS processes
with design rules ranging down to 0.8 microiL The
company plans to further shrink M2CMOS to
0.5 micron by the middle of the decade. M2CMOS
uses dual-layer metalization with an optional third
layer of metal.
In addition to M2CMOS is the company's highperformance core VLSI bipolar process. Advanced
Single-Poll Emitter-Coupled Technology (ASPECT).
ASPECT and its BiCMOS module. Advanced
BiCMOS (ABiC), are used for high-performance gate
array and communications devices. ASPECT has
been scaled from 2.5 microns to 0.8 micron and will
be scaled in the future to 0.5 micron.
*AI1 dollar amounts are in U.S. dollais.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
National Semiconductor Corporation
In advanced packaging technology, the company uses
a range of surface-mount devices including smalloutline packages, plastic chip carriers, and both lead
and leadless ceramic chip carriers. National also commercialized tape-automated bonding with the
development of TapePak.
come largely from the Communications and Computing Group, grew 44 percent in calendar year 1990,
placing National ninth in the worldwide market share
rankings in this category.
Innovative Products Division
More detailed information is available in Tables 1 and
2, which appear after "Business Segment Strategic
Direction" and present corporate highlights and revenue by region and distribution channel. Tables 3
through 5, at the end of this backgrounder, present
comprehensive financial information.
BUSINESS SEGMENT STRATEGIC
DIRECTION
Dataquest estimates that National Semiconductor held
11th place in both the 1989 and 1990 worldwide
semiconductor market share rankings. The majority
of National's semiconductor sales came firom the
United States, which contributed revenue of
$894 million. Asia/Pacific-ROWwas second with
$417 million, followed by Europe with sales of
$408 million.
National offers analog, logic, memory, discrete,
microcontroller, and ASIC products. Given the company's calendar year 1990 revenue of $619 million,
Dataquest ranks National number 2 in the worldwide
manufacture of analog ICs, representing 36 percent of
the company's total semiconductor sales; number 4 in
the worldwide manufacture of bipolar digital logic
sales, representing 25 percent of the company's total
semiconductor sales; number 13 in the worldwide
manufacture of MOS digital, representing 35 percent
of the company's total semiconductor sales; and number 24 in the worldwide manufacture of discrete
devices, representing 4 percent of the company's total
semiconductor sales.
Communications and Computing Group
The six divisions tmder the Communications and
Computing Group are Innovative Products, Local
Area Network, Mass Storage, Embedded Control,
Office Automation, and ASIC. Dataquest estimates
that National's MOS microcomponent sales, which
The Innovative Products Division is a new division
within the Communications and Computing Group
designed to service new and developing businesses.
The product lines currently in this division are: ^ ^ e less Communications (formerly known as Digital
Mobil Radio), Advanced Communications (FDDI),
Telecom, and PC Products.
Under the Innovative Products Division, the
Advanced Communications Business Unit supports
the fiber-distributed data interface (FDDI) market
National introduced its BiCMOS FDDI chip set in
April 1990. In late 1990, National and Cabletron
agreed to develop a transceiver to allow FDDI to be
used for an unshielded twisted pair (UTP) transceiver.
The Telecommimications Business Unit includes
National in the noncaptive analog line card market
with its COMBO family of CODECs. The COMBO I
and COMBO n were developed by National and
Ucensed to SGS-Thomson as a second source. The
COMBO is the mdustry's first CMOS coder/decoder
circuit (CODEC filter), and National holds foiupatents on this product
The Personal Computer Product line includes floppy
disk controllers, universal asynchronous receiver
transmitters (UARTs), PC chips including the
Enhanced AT, Super l^O, Video Graphics Adapter,
and Biphase Communications Processor.
Local Area Network Division
The Local Area Network Division is the largest of the
six product areas. According to National, this division
has an estimated 80 percent market share of the
PC LAN ethemet adapter board market The division
has introduced new LAN products, such as the 32-bit
SONIC (Systems-Oriented Network Interface Controller), and the ST-NIC, the industry's first singlechip lObase-T Ethemet Serial Network Interface
Controller.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011283
National Semiconductor Corporation
Mass Storage Division
According to National, the Mass Storage Division
grew 28 percent in fiscal year 1991. The company
focuses on high-performance drives and supplies
pulse detectors, data synchronizers, encoders/
decoders, servo controllers, and disk controllers.
supplier worldwide, with calendar year 1990 sales of
$590 million holding a 6.4 percent market share.
Analog Division
The Analog Division supports four business units:
Standard Linear Products, Systems Products, Interface, and Custom Linear ASIC (CLASIC).
Embedded Control Division
National offers 4-, 8-, and 16-bit microcontrollers
through its Embedded Control Division. For calendar
year 1990, Dataquest estimates that National ranks
ninth as the worldwide supplier of 4-bit microcontrollers, with 4.7 percent of the market share; eighth
as the supplier of 8-bit microcontrollers with
3.0 percent of the market share; and foxirth as suppUer
of 16-bit microcontrollers with 9.6 percent of the
market share. Dataquest estimates that National's total
MOS microcontroller sales were $99 miUion in calendar year 1990, an increase of 46 percent over the
previous year.
Office Automation
Division
The Office Automation DivisionCformerly the Imaging Group) manufactures image processors for laserbeam printers, high-speed facsimile machines, scanners, and other imaging peripherals needing embedded control processors. The group produces five
imaging processors that range from 3 to 100 mips.
These processors include the NS32CG160 Integrated
System Processor, which is designed for use in
midrange office peripherals including page printers
and scanners; the NS32FX16 Imaging/Signal Processor, designed for use in fax machines and page
printers; and the NS32GX320 high-performance
32-bit Integrated System Processor, a highperformance counterpart of the NS32FX16.
ASIC
Division
The Linear Systems Business Unit suppUes the audio/
video and automotive markets with applicationsspecific products including video monitors and consumer audio and other automotive applicators.
The Interface Business Unit offers both bipolar and
CMOS products. Product offerings include real-time
clocks, DRAM memory management, and peripheral
drivers using mixed technology. The group offers a
range of line drivers and receivers, as well as bus
circuits. Several of the transmitter-devices are based
on backplane transceiver logic (BTL), a technology
invented by National. A set of four BTL-based transceivers and controllers for Futurebus was announced
in early 1991.
CLASIC, National's linear ASIC product, employs
over ISO cells in its standard linear library, many of
which are tailored to specific market segments.
National offers CLASIC capability in bipolar, CMOS,
and BiCMOS technologies. CLASIC addresses many
mixed-signal applications and design methodologies.
Memory and Programmable Products Division
In the ASIC arena. National services market segments
such as ECL gate arrays, mixed-analog and digital
products, and BiCMOS gate arrays. Dataquest estimates that National's ASIC sales were $114 million
in calendar year 1990. National's ASIC processes
include M2CMOS, ASPECT, and its BiCMOS
module ABiC.
Standard Products Group
The Standard Products Group consists of four divisions: Analog, Memory and Programmable Products,
Logic, and Discretes. Dataquest estimates that
National is the niimber one monoUthic analog IC
0011283
The Standard Linear Business Unit produces operational amplifiers, power management circuits (motion
control and voltage regulators), and data acquisition
circuits. New products within the Standard Linear
Business Unit are high-speed VIP amplifiers, 12bit self-caUbrating Analog to Digital and Simple
Switchers.
National's memory products sales worldwide
amounted to $172 milUon in calendar year 1990.
National's memory product line is comprised of
EPROMS and EEPROMS. National offers 16Kb to
4Mb CMOS EPROMS ranging in speedfirom90ns to
250ns. EEPROM densities range fiom 256 bit to
4Mb. National also offers fast CMOS TTLIO
SRAMS ranging from 64 bit to 1MB with access
times of 20ns to 45ns. The programmable logic
products include high-performance TTL and ECL
PALs, as well as high-performance/high-density
CMOS PLDs. In the CMOS market. National
produces CMOS GALS as well as the newly released
high-density MAPL family.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
National Semiconductor Corporation
Logic Division
National's digital logic product line spans three technologies bipolar: CMOS, and BiCMOS. National
offers appUcation targeted high-performance logic in
the following industry recognized standard product
famihes: FACTQS, FASTr, BCT, 100k ECL.
Discretes Division
National has discrete manufacturing facilities located
in the Philippines and Brazil.
Computing Group and the Standard Products Group.
The company has manufactured products in the aerospace industry for the past twenty years. The company's devices have been used in satellites and lunar
probes. National's products have qualified to Class S
of the government's MIL-M-38510 specification and
have participated in the U.S. Air Force Monitored
Line program (administered by Lockheed Missiles
and Space Company), which provides circuits for
defense satellite systems. European and Japanese
space programs also use National components.
Further Information
Military/Aerospace Division
National's Military/Aerospace Division functions
independently of both the Communications and
For further information on the company's business
segments, please contact Dataquest's Semiconductor
industry service.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011283
National Semiconductor Corporation
Table 1
Five-Year Corporate Highlights (Millions of U.S. Dollars)
1987
1988
1989
1990
1991
1,867.9
NA
1,432.1
(23.33)
1,647.9
15.07
1,675.0
1.64
1,701.8
1.60
Capital Expenditure
Percent of Revenue
94.7
5.07
154.2
10.77
277.6
16.85
182.0
10.87
97.6
5.74
R&D Expenditure
Percent of Revenue
218.9
11.72
225.6
15.75
264.8
16.07
252.4
15.07
198.6
11.67
29,200
63.97
37,700
37.99
32,200
51.18
32,700
51.22
29,000
58.68
(24.6)
NA
62.7
(354.88)
(23.2)
(137.00)
(25.0)
7.76
(151.4)
505.60
Five-Year Revenue
Percent Change
Number of Employees
Revenue ($K)/Employee
Net Income
Percent Change
Fiscal Year 1990
Qi
Quarterly Revenue
Net Income
442.7
(165.5)
Q2
Q3
Q4
427.4
3.5
386.8
3.5
444.9
5.6
Souice: Nadonal Semiconductor Coip.
Annual Reports and Forms 10-K
Dataquest (October 1991)
Table 2
Revenue by Geographic Region (Percent)
Region
North America
Europe
Asia
1987
1988
1989
1990
1991
58.00
25.00
17.00
55.00
24.00
21.00
55.00
23.00
22.00
55.00
21.00
24.00
52.53
23.97
24.50
Source: Nationid SSemiconductor Corp.
Atmual Reports and Fbrms 10-K
Dataquest (October 1991)
0011283
©1991 Dataquest Incorporated October—^Reproduction Prohibited
National Semiconductor Corporation
1990 SALES O F n C E LOCATIONS
Information is not available.
Cadence Design Systems Inc.
National is a member of Cadence's Analog Alliance to develop future CAD systems for analog
and mixed-analog/digital circuits.
Valid Logic Systems Inc.
National has an agreement with Valid to jointly
develop models for Simple Switcher products.
MANUFACTURING LOCATIONS
1988
Information is not available.
Analogy
National and Analogy will jointly develop models
for Simple Switcher products.
SUBSIDIARIES
Information is not available.
ALLIANCES, JOINT VENTURES, AND
LICENSING AGREEMENTS
Cadence Design Systems Inc.
National and Cadence Design Systems signed
three agreements, thefirstof which is a technology
partnership involving collaboration on an IC
design system. The second is for Cadence to supply software to National's engineering organization
for use in National's workstations. The third allows
National to develop and market a fourth-generation
ASIC design automation system using IC design
products from Cadence.
SGS-Thomson Microelectronics B.V.
SGS-Thomson and National are codeveloping
ISDN devices.
1991
Hitachi Ltd.
National entered into a broad patent cross-licensing
agreement with Hitachi. The agreement is effective
for 10 years and includes patents for products and
technologies during that time frame, as well as
those previously developed.
MERGERS AND ACQUISITIONS
1989
1990
Ifitachi Ltd.
Hitachi Data Systems puidiased National Advanced
Systems fiom National Semiconductor.
WaferScale Integration (WSI)
National and WSI signed a five-year manufacturing and technology exchange agreement for highspeed, high-density CMOS EPROM products.
Additionally, National has made an investment in
WSI and is licensed to manufacture and market
worldwide certain families of WSI's high-density
EPROM products.
ICL Inc.
National sold its retail systems unit, Datachedca*
Systems, to ICL.
1989
KEY OFFICERS
Acer Inc.
Acer and National developed an enhanced I/O chip
for use in 286 AT and 386 AT computers.
Peter J. Sprague
Chairman of the board
Hitachi Ltd.
Hitachi will second-source the FACT line of standard logic.
Charles E. Sporck
President and chief executive officer from 1966 to
1991, member of the board of directors
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011283
National Semiconductor Corporation
•
Dr. Gilbert F. Amelio
President and chief executive officer, member of
the board of directors
Edgar R. Parker
Senior vice president, Military/Aerospace
Donald P. Beadle
Senior vice president. International Business
Group
Kirk Pond
Copresident, Standard Products Group
Patrick J. Brockett
Corporate vice president. International Business
Group
Charles P. Carinalli
Executive vice president, Communications and
Computing Group
David S. Dahmen
Treasurer
George Scalise
Senior vice president. Planning and Development
Richard L. Sanquini
Senior vice president. Business Development
John G. Webb
Senior vice president. General Counsel and secretary
Raymond J. Farnham
President, Communications and Computing Group
Michael E. Hawkins
Senior vice president. Human Resources
PRINCIPLE INVESTORS
Don Macleod
Senior vice president. Finance, and chief financial
officer
Information is not available.
Robert B. Mahoney
Controller
R. Thomas Odell
Copresident, Standard Products Group
FOUNDERS
Jim Owens
Senior vice president. Quality and Strategic Operations
Information is not available.
0011283
©1991 Dataquest Incorporated October—^Reproduction Prohibited
National Semiconductor Corporation
Table 3
Balance Sheet
Fiscal Year Ending in May
(Millions of Dollars)
Balance Sheet
Cash
Receivables
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Preferred Stock
Common Stock
Other Equi^
Retained Earnings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equity
189.1
269.2
270.1
96.5
824.9
633.9
40.6
1,499.4
473.5
35.7
99.1
608.3
0.1
51.3
687.2
152.5
891.1
1988
147.2
401.5
417.0
76.1
1,041.8
683.6
51.6
1,777.0
669.8
37.3
56.3
763.4
0.1
53.9
142.1
142.1
1,013.6
1989
228.0
194.2
218.9
37.3
678.4
696.5
41.2
1,416.1
448.8
52.2
66.6
567.6
0.1
51.3
108.9
108.9
848.5
1990
128.7
211.4
220.0
64.9
625.0
702.2
50.4
1.377.6
401.6
64.2
95.0
560.8
0.1
51.6
73.9
73.9
816.8
1991
192.5
200.3
188.4
31.4
612.6
527.4
50.7
1,190.7
416.5
19.9
96.0
532.4
0.1
52.0
(87.5)
(87.5)
658.3
1,499.4
1,777.0
1,416.1
1,377.6
1,190.7
1987
Source: National Semicondactor Coip.
Ammal Reports and Fonns 10-K
Dataquest (October 1991)
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011283
National Semiconductor Corporation
Table 4
Consolidated Income Statement
Fiscal Year Ending in May
(Millions of U.S. Dollars, except Per Share Data)
Consolidated Income Statement
Revenue
U.S. Revenue
Non-U.S. Revenue
Cost of Sales
R&D Expense
Restructuring Costs
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividends
Book Value
1987
1988
1989
1990
1991
1,867.9
1,080.9
787.0
1,319.1
218.9
NA
94.7
(9.3)
(0.50)
46.00
(24.6)
91.7
1,432.1
799.2
623.9
979.9
225.6
NA
154.2
31.7
2.21
35.00
62.7
107.7
1,647.9
908.1
739.8
1,280.3
264.8
53.6
277.6
(198.5)
(12.05)
34.00
(23.2)
103.1
1,675.0
921.0
754.0
1,251.1
252.4
(8.0)
182.0
(32.4)
(1.93)
NA
(25.0)
102.7
1,701.8
894.0
825.0
1,294.3
198.6
119.6
97.6
(149.0)
(8.76)
NA
(151.4)
103.4
(1.73)
0
9.72
0.49
0
9.41
(0.32)
0
8.23
(0.34)
0
7.95
(0.34)
0
6.37
NA = Not available
Source: National Semiconductor Corp.
Annual Reports and Fbnns 10-K
Dataquest (October 1991)
Table 5
Key Financial Ratios
Fiscal Year Ending in May
Key Financial Ratios
Liquidity
Current (Times)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue ($K)/Employee
Capital Spending % of Assets
NA = Not available
0011283
1987
1988
1989
1990
1991
1.74
168.26
53.14
68.26
1.56
175.32
66.08
75.32
1.51
166.89
52.89
66.89
1.56
168.66
49.17
68.66
1.47
180.87
63.27
80.87
(1.64)
(2.76)
(1.32)
3.53
6.19
4.38
(1.64)
(2.73)
(1.41)
(1.81)
(3.06)
(1.49)
(12.72)
(23.00)
(8.90)
11.72
5.07
29,200
63.97
6.32
15.75
10.77
37,700
37.99
8.68
16.07
16.85
32,200
51.18
19.60
15.07
10.87
32,700
51.22
13.21
11.67
5.74
29,000
58.68
8.20
Source: National Semiconductor Corp.
Annual Reports and Forms 10-K
Dataquest (October 1991)
©1991 Dataquest Incorporated October—^Reproduction Prohibited
Company Backgrounder by Dataquest
NEC Corporation
33-1 Shiba 5-chome
Minato-ku, Tokyo 108, Japan
Telephone: (03) 454-1111
Fax: (03) 452-6351
Dun's Number: 00-183-6014
Date Founded: July 1899
CORPORATE STRATEGIC DIRECTION
NEC Corporation (known as Nippon Electric Company Ltd. prior to April 1, 1983) was founded in
1899 to manufacture telephone sets and switchboards.
NEC is a leading global supplier of a broad range of
communications systems and equipment, computers
and industrial electronic systems, electron devices,
consumer electronics, and information services. The
company bases its activities on the synergistic
integration of computers and communications
systems.
NEC divides its operations into five main product
groups: Communications Systems and Equipment,
Computers and Industrial Electronic Systems, Electron Devices, Home Electronic Products, and Other
Operations. In 1990, the Computers and Industrial
Electronic Systems group remained the largest in
terms of percentage of total revenue, with sales totaling ¥1.5 trilhon (U.S.$9.5 billion), which accounted
for 43.7 percent of total revenue. (Percentage changes
refer only to ¥ amounts; U.S.$ percentage changes will
differ because of fluctuations in Dataquest exchange
rates.) This figure was up 13 percent from the group's
1989 revenue of ¥1.3 trillion (U.S.$8.4 billion). The
biggest rate of increase in 1990 came from the Other
Operations group, whose 1990 revenue of ¥192.9 billion represented a 23.7 percent increase over the 1989
total of ¥155.9 billion.
operating results. NEC operates 56 consoUdated subsidiaries, 62 manufacturing plants, and more than 300
sales offices in Japan. Domestic sales in 1990 totaled
¥2.55 trillion, accounting for 74.0 percent of total
sales. Overseas, NEC markets its products through a
network of 68 subsidiaries and affiliates in 28 countries. Overseas sales increased 15.0 percent in 1990,
chmbmg to ¥892.1 billion, or 25.9 percent of total
revenue.
Capital expenditure increased 20.3 percent during
fiscal 1990 to ¥343.8 biUion, representing 10 percent
of total revenue. Research and development expenditure totaled ¥552.9 bUUon for fiscal 1990, representing 16.1 percent of revenue.
More detailed information is available in Tables 1 and
2, which appear after "Business Segment Strategic
Direction" and present corporate highhghts and revenue by region and distribution channel. Information
on revenue by distribution chaimel is not available.
Tables 3 through 5, at the end of this backgroimder,
present comprehensive financial information.
BUSINESS SEGMENT STRATEGIC
DIRECTION
Computers and Industrial Electronic Systems
NEC reported consolidated revenue for fiscal year
ending March 31, 1990, of ¥3.44 trillion, or approximately U.S.$22.2 biUion, up 11.7 percent from fiscal
1989's total of ¥3.08 trillion (U.S.$19.5 billion). Net
income rose 32.1 percent from ¥64.48 billion
(U.S.$408.1 miUion) in fiscal 1989 to ¥85.22 billion
(U.S.$539.4 miUion) in fiscal 1990.
NEC's Computers and Industrial Electronic Systems
group manufactures, designs, and markets a diverse
product line of mainframe computers, personal computers, small business computers, peripherals, software, and industrial electronics systems. In 1990,
sales of computers and industrial electromc systems
rose 13.1 percent to ¥1.51 trillion, accounting for
43.8 percent of total sales.
NEC points to the strength of the domestic Japanese economy as a major contributor to its strong
NEC introduced a number of new products designed
to strengthen and expand its product line in 1990. In
0011240
©1991 Dataquest Incorporated October—Reproduction Prohibited
J
NEC Corpora tiun
February, NEC released the NEC System 3600 series
of large-scale maintrame computers, a series featuring
bipolar complemeniaiy metal oxide semiconductors
(BiCMOS) to increase processing speed and reduce
power consumplioiL NEC also added 12 new models
to its popular PC-9800 series. Designed for scientific
and engineering calculations, image processing, and
(xmimunication that requires high-speed processing,
the PC-H98 features new extended standard architecture, a 32-bit bus architecture offering a faster data
transfer rate. OtlKr PC-9800 series addidons include
the PC-9801N NOTE laptop and a new addidon to
the PC PowerMate series that adopts the cxtendecd
industry standard architecture. In the software market,
NEC released SPECDESSIN, a development support
system for business-application software that
improves efficiency in system design for mainframes.
NEC's PC product line centers around the PC-9800
and PowerMate scries. According to Dataquest estimates, the PC-980] XXXX was the sixth-rated model
in the 1990 worldwide desktop computer market,
with a market share of 2.09 percent based on 312,000
units shipped. NEC ranked third in the 1990 worldwide desloop market, trailing only IBM Corporation
and Apple Computer Inc. NEC garnered 7.85 percent
of the market with sales totaling $2.5 biUion. The
PC-9801 N/NV laptop computer was the leading
model in the 1S)90 worldvride laptop D/C market,
bringing in $319-9 miUion in factory revenue and an
8.11 percent market share. NEC ranked second overall in the 1990 woridwide laptop D/C market with an
18.17 percent market share and $715.6 million in
factory revenue. NEC is also active in the computer
storage market; Dataquest estimates that NEC ranked
sixth in the total rigid disk drive market, with
2.1 miUioQ units shipped in 1990 and a 7.1 percent
market share. The company's strongest entry in [he
storage inark^t is 8- to 14-inch disk drives; NEC
ranked third in the worldwide market in 1990 with a
13.8 percent market share.
Electron Devices
NEC is active in the production of various memories,
microcontrollers, microcomponents, integrated circuits (ICs), gate arrays, and logic devices through its
Electron Devices product group. TTie group's sales
increased 7,1 percent lo ¥605,9 billion in 1990, comprising 17.6 percent of total revenue. Dataquest estimates that NEC was the world leader in semiconductor sales m 1990, possessing an 8.4 percent maiicet
share based on $4.9 billion in factory revenue. NEC
was also the worldwide market leader in 1990 in the
total IC, the MOS Digital, and the MOS Logic
markets with respective market shares of 8,9, 10.8,
and 11.3 percent
During fiscal 1990, NEC began production of 4Mb
DRAMs at its manufactming facilities in Yamaguchi
and Kyushu. Production of 4Mb DRAMs also began
in 1990 at NEC's new Hiroshima manufacturing
planL Other major accomplishments for the group in
1990 included a joint ventine with AT&T Microelectronics of the United States, involving cooperation on
semiconductor technologies such as gate arrays; the
development of the world's fastest 4Mb SRAM; the
introduction of the company's first 32-bit RISC
products, die VR3000 and the VR30I0; the release of
a 75mW helium-neon (He-Ne) laser designed for
spectral analysis and holography; and the release of a
new galhum arsenide prescaler IC for VSATs that
responds at frequencies up to 14 GHz.
Communications Systems and Equipment
Communications systems are an integral part of
NEC's vision of "C&C," the company's corporate
strategy of integrating computers and communicatioiL
NEC's product line in the communications industry
includes digital switching systems, fiber-optic and
radio transmission systems, space electronics, mobUc
communications systems, customer premises equipment, and broadcast equipment. The Commuiucations
Systems and Equipment group's revenue increased
9.1 pcrccru in 1990 to ¥875 billion, representing
25.4 percent of total revenue.
Dataquest estimates that NEC ranked fifth in the 1990
North American PBX systems market with 309,400
lines installed and a 6.9 percent market share. NEC
also ranked third in 1990 in Segment 5 of the North
American facsimile equipment market with a
7.8 percent market share.
Major contracts m 1990 included an order for an
optical submarine cable system, which will link
Japan, Hong Kong, and the Republic of Korea. Two
NEC satcUites were released in 1990 by Japan's
National AeroSpace Development Agency: the
Momo-Ib marine observation satellite and the Fuji 2
amateur radio satellite. NEC also strengthened its
Integrated Services Digital Nctwoii (ISDN) product
line in fiscal 1990 with the introduction of two new
products: the (34 fs:simile NEFAX D800, (ksigned
to meet the needs of ISDN services primarily in
domestic financial institudotis and local govenmient,
and the Advanced P K Series digital key telephone
system.
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011Z40
NEC Corporation
Home Electronics Products
Home electronics products in NEC's portfoho include
color TV receivers and projectors, VCRs, videodisk
players, and other small home electronics devices
such as electronic diaries. The group's sales increased
16.8 percent to ¥264 biUion in 1990, and accounted
for 7.7 percent of total revenue. NEC has been active
in the introduction of 4he state-of-the-art broadcast
satellite visual audio home entertainment system. In
1990, the PARABOLA series of home-use direct
broadcast satellite receiver systems was released, consisting of antennas, tuners, televisions, VCRs, and
projection televisions using the new tuning systems.
revenue increased 23.7 percent to ¥193 billion,
representing 5.6 percent of total revenue.
The VAN information system has continued to gain
widespread acceptance both in Japan and internationally. The number of subscribers to the company's
PC-based VAN service doubled during 1990; flie current total is more dian 100,000 subscribers. In 1990,
NEC released the C&C Marine VAN Service, which
provides ships at sea with the same communications
services offered to onshore subscribers. NEC also
released the AF-8410P memory testing system in
1990, which boasts the world's highest test rate of
500 MHz.
Other Operations
Other services offered by NEC include value-added
network (VAN) information services, electrical connectors, and measuring and testing systems. The
Other Operations group was NEC's fastest-rising
group in terms of revenue in fiscal 1990. The group's
0011240
Further Information
For further information about the company's business
segments, please contact the appropriate industry
service.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
NEC Corporation
Table 1
Five-Year Corporate Highlights (Millions of U.S. Dollars)
1986
1987
1988
1989
1990
Five-Year Revenue
Percent Change
13,501
46.24
17,159
27.09
22,220
29.49
23,510
5.81
22,179
(5.66)
Capital Expenditure
Percent of Revenue
1,648
12.20
1,326
7.73
2,016
9.07
- 2,148
9.14
2,176
9.81
R&D Expenditure
Percent of Revenue
1,836
13.60
2,629
15.32
3,496
15.73
3,657
15.56
3,499
15.78
Number of Employees
Revenue ($K)/Employee
95,796
140.94
101,227
169.51
102,452
216.88
104,022
226.01
104,022
213.22
Net Income
Percent Change
153
(42.92)
103
(32.55)
205
98.54
485
137.07
539
11.26
1990 Fiscal Year
Qi
Q2
Q3
Q4
Quarterly Revenue
Quarterly Profit
N/A
NA
NA
NA
NA
NA
NA
NA
NA = Not available
Source: NEC Coipoiation
Annual Rq)orts
Dataquest (October 1991)
Table 2
Revenue by Geographic Region (Percent)
Region
1986
1987
1988
1989
1990
Japan
All Others
67.00
33.00
72.00
28.00
73.00
27.00
75.00
25.00
74.00
26.00
Source: NEC Cotpoiation
Annual Reports
Dataquest (October 1991)
©1991 Dataquest Incorporated October—Reproduction Prohibited
(X)11240
NEC Corporation
1990 SALES OFFICE LOCATIONS
Japan—More than 300
Overseas—170
MANUFACTURING LOCATIONS
Japan
Ando Electric
Measiuing and testing systems
Anelva Corp.
Semiconductor manufacturing equipment, vacuum
equipment
Amitsu Corp.
Communications and electronic equipment,
measuring instruments
Anten Kogyo
Antennas, related equipment
Japan Aviation Electronics
Electrical connectors, electronic equipment
Kaijo Denki
Lidustrial marine equipment
NEC Akita
ICs, discrete semiconductor devices
NEC Data Terminals
Computer terminals
NEC Fukui
ICs, discrete semiconductor devices
NEC Fukuoka
ICs
NEC Fiikusbima
Communications equipment, related components
NEC Gunma
Computers, related systems
NEC Hiroshima
4Mb DRAMs
NEC Home Electronics
TVs, home electronic appUances, electronic parts
NEC Hyogo
Communications equipment parts
NEC Ibaraki
Computers, related systems
NEC Kagoshima
Electronic devices
NEC Kansai
ICs, discrete semiconductor devices, electronic
devices
NEC Kofu
Development of computers
0011240
NEC Kiunamoto
ICs
NEC Kyushu
ICs
NEC Miyagi
Communications equipment, related components
NEC Nagano
Home electrical appliances
NEC Niigata
Computers, related systems
NEC Oita
ICs
NEC Radio & Electronics
Communications equipment, related components
NEC Saitama
Communications equipment, related components
NEC San-ei Instruments
Medical electronic eqmpment, industrial measuring
systems
NEC Shizuoka
Communications equipment, computer terminals
NEC Tohoku
Communications equipment, computer terminals
NEC Toyama
Electronic devices
NEC Yamagata
ICs, discrete semiconductor devices
NEC Yamaguchi
ICs
NEC Yonezawa
Communications equipment, computer terminals
Nico Electronics
Special communications equipment, vending
machines
Nippon Avionics
Electromc equipment for aircraft
Nippon Electric Glass
CRTs, other glass products
Nippon Electric Industry
Electrical machinery, precision instruments
Nitsuko Ltd.
Communications equipment and parts
Showa Koki Seizo
Optical precision instruments
Takasago Ltd.
Telephones, communications equipment
Tama Electric
Resistors
Tohoku Metal Industries
Magnetic materials
Tokin Corp.
Magnetic materials, electric parts
Toyo Communication Equipment
Communications equipment and parts
©1991 Dataquest Incoiporated October—Reproduction Prohibited
NEC Corporation
North America
NEC America
Faxes, printers, magnetic disk drives
NEC Electronics
256K DRAMs
NEC Home Electronics
Home electronic products, laptop PCs
NEC Information Systems
Office computers, printers, etc.
NEC Research Institute
R&D center
Europe
NEC Ireland
ICs
NEC Semiconductor, United Kingdom
256K DRAMs
NEC Technologies, United Kingdom
VCRs, printers, car telephones, faxes
Asia/Pacific
NEC Electronics Singapore
Linear ICs, 256K DRAMs
NEC Home Electronics, Malaysia
Home electronic products
NEC Semiconductor, Malaysia
ICs, discrete semiconductor devices
NEC Technologies, Thailand
Telephones
PERNAS NEC Telecommunications, Malaysia
Communications equipment
Siam NEC Company (Thailand)
Color TVs
Taiwan Telecommunications Ind.
Communications equipment
ROW
NEC Australia
ICs
NEC de Mexico
Communications equipment
NEC do Brazil
Telephone switching systems, radio equipment
electronics
NEC Home Electronics, Australia
Color TVs
PECOM-NEC, Argentina
Digital electronic switching
Philco Argentina
TVs, radios, etc.
SUBSIDIARIES
Japan
ANELVA Corporation
Ando Electric Company Ltd.
Japan Aviation Electronics Industry Ltd.
NEC Aldta Ltd.
NEC Data Terminals Ltd.
NEC Engineering Ltd.
NEC Factory Engineering Ltd.
NEC Field Service Ltd.
NEC Fukui Ltd.
NEC Fukuoka Ltd.
NEC Fukushima Ltd.
NEC Gunma Ltd.
NEC Home Electronics Ltd.
NEC Hyogo Ltd.
NEC Ibaraki Ltd.
NEC Information Service Ltd.
NEC Kagoshima Ltd.
NEC Kansai Ltd.
NEC Kumamoto Ltd.
NEC Kyushu Ltd.
NEC Miyagi Ltd.
NEC Nagano Ltd.
NEC Niigata Ltd.
NEC Oita Ltd.
NEC Radio & Electronics Ltd.
NEC Saitama Ltd.
NEC San-ei Instruments Ltd.
NEC Shizuoka Ltd.
NEC Software Ltd.
NEC System Integration & Construction Ltd.
NEC Tohoku Ltd.
NEC-Toshiba Information Systems Inc.
NEC Toyama Ltd.
NEC Warehouse and Distribution Ltd.
NEC Yamagata Ltd.
NEC Yamaguchi Ltd.
NEC Yonezawa Ltd.
Nippon Avionics Co. Ltd.
North America
HNSX Supercomputers Inc. (United States)
NEC America Inc. (United States)
NEC Business Communication Systems
(United States)
NEC Canada Inc. (Canada)
NEC Electronics Inc. (United States)
NEC Industries Inc. (United States)
NEC Logistics America Inc. (United States)
NEC Research Institute Inc. (United States)
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011240
NEC Corporation
NEC USA Inc. (United States)
NMI Corporation (United States)
Europe
NEC Business Systems (Italiana) s.r.l. (Italy)
NEC Deutschland GmbH (Germany)
NEC Electronics (Europe) GmbH (Germany)
NEC Electronics (France) S.A. (France)
NEC Electronics (Germany) GmbH (Germany)
NEC Electronics Italiana s.r.l. (Italy)
NEC Electronics (UK) Limited (United Kingdom)
NEC Finland OY (Finland)
NEC France S.A. (France)
NEC Electronics GmbH (West Germany)
NEC Iberia S.A. (Spain)
NEC Industries Netherlands B.V. (Netherlands)
NEC Scandinavia AB (Sweden)
NEC Semiconductors Ireland Limited (Ireland)
NEC Semiconductors (UK) Limited (United
Kingdom)
NEC Technologies (UK) Ltd. (United Kingdom)
NEC (UK) Ltd. (United Kingdom)
ROW
Home Electronics Co. Ltd. (Thailand)
NEC Argentina S.A. (Argentina)
NEC Australia Pty. Ltd. (Australia)
NEC do Brasil S.A. (Brazil)
NEC Chile S.A. (CMle)
NEC Colombia S.A. (Colombia)
NEC Communication Systems (Thailand) Co. Ltd.
(Thailand)
NEC Customer Services (Australia) Pty. Ltd.
(Australia)
NEC Electronics Hong Kong Limited (Hong Kong)
NEC Electronics Singapore Pte. Ltd. (Singapore)
NEC Electronics Taiwan Limited (Taiwan)
NEC Engineering (Thailand) Co. Ltd. (Thailand)
NEC Home Electronics Australia Pty. Ltd. (Australia)
NEC Home Electronics (Malaysia) Sdn. Bhd.
(Malaysia)
NEC Hong Kong Limited (Hong Kong)
NEC Information Systems Australia Pty. Ltd.
(Australia)
NEC de Mexico, S.A. de C.V. (Mexico)
NEC Nigeria Limited (Nigeria)
NEC Sales (Malaysia) Sdn. Bhd. (Malaysia)
NEC Saudi Arabia Limited (Saudi Arabia)
NEC Semiconductors Sdn. Bhd. (Malaysia)
NEC Singapore Pte. Ltd. (Singapore)
NEC Taiwan Ltd. (Taiwan)
NEC Technologies Hong Kong Limited (Hong Kong)
NEC Technologies Philippines Inc. (Philippines)
0011240
NEC Technologies (Thailand) Co. Ltd. (Thailand)
NEC (Thailand) Ltd. (Thailand)
NEC de Venezuela (Venezuela)
New Zealand Telecommunications Systems Support
Centre Limited (New Zealand)
PERNAS NEC Telecommunications Sdn. Bhd.
(Malaysia)
Siam NEC Co. Ltd. (Thailand)
Taiwan Telecommunication Industry Co. Ltd.
(Taiwan)
Hanjin NEC Telecommunications Engineering Co.
Ltd. (China)
ALLIANCES, JOINT VENTURES, AND
LICENSING AGREEMENTS
1991
AT&T Corporation
The two companies agreed to jointly produce digital car telephone systems tai;geted at Japanese communications companies. In a separate agreement,
the two companies also agreed to joindy develop
0.35-micron CMOS technologies.
Robert Bosch GmbH
The two companies signed an agreement giving
NEC worldwide rights to design, develop, and
maiket large-scale integrated circuits that conform
with Bosch's Controller Area Network specification.
DEC Corporation
NEC joined DEC'S PowerFrame Synergy
Programme, a union of 23 companies designed to
promote industry standards in ASIC design.
IBM Japan Ltd.
NEC and IBM Japan signed an agreement whereby
IBM Japan will market NEC's SX-3 supercomputer.
NTT Corporation
NEC and NTT signed a joint technology agreement dealing with the joint development of a
digital portable telephone with a volume of only
195CC.
Otsuka Shokai and Matra Datavision K.K.
NEC and Otsuka Shokai made an agreement with
Matra Datavision K.K., under which NEC and
Otsuka Shokai will market a version of Matra
Datavision's EUCLID-IS 3-D mechanical CAD/
CAM/CAE software.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
NEC Corporation
Sanyo Corporation
Sanyo entered the UNIX engineering market by
signing a technology agreement with NEC that
allows Sanyo to sell NEC's EWS4800 Series
engineering workstations.
Valid Logic Systems Inc.
Valid Logic Systems signed a $1 miUion technology development agreement with NEC for the
development of analog IC tools.
1990
Hughes Aircraft Company
Hughes Aircraft hcensed NEC to build C-Nite
night-attack fire control equipment for Japanese
Groimd Self Defense Force AH-IS antitank
helicopters.
Honeywell Bull
NEC Computer Systems and Honeywell Bull will
cooperate in R&D of artificial intelligence.
Corvus Systems
NEC and Corvus Systems are involved in joint
development of a CMOS single-chip controller.
Digital Research Incorporated
NEC has a joint-marketing agreement with Digital
Research regarding a CP/M operadng system for
the V Series.
Oki
NEC has developed a CMOS signal processor
(UPD77C20) with Oki.
Philips NV
NEC and Philips signed a licensing agreement to
manufacture and market chips using Philips I(2)Cbus system technology.
Sharp Electronics Corporation
NEC and Sharp agreed to joinfly develop and
produce V Series microperipherals. Under the
agreement, NEC will provide its original
microperipherals to Sharp on an OEM basis, and
Sharp will develop new microprocessors for NEC.
Texas Instruments Inc. (TI)
NEC and TI renewed their five-year semiconductor patent cross-licensing agreement
Sharp and Sony
Sharp and Sony have been announced as second
sources for the NEC V Series.
1989
MIPS Computer Systems Inc.
MIPS entered into a royalty-bearing technology
exchange with Siemens and NEC for its RISC
MPUs. NEC plans to manufacture the R2000A and
R3000 devices and peripherals in Japan and
Europe. Siemens will manufacture in Europe.
MERGERS AND ACQUISITIONS
Infonnation is not available.
1988
Optoelectronics Research Labs
Photodiodes
KEY OFFICERS
Summit Microcircuits
64K/256K fast SRAMS
Kenzo Nakamura
Chairman of the board
Enabling Technologies Inc.
Enabling Technologies entered into a strategic alUance with NEC Home Electronics (United States)
to develop products and explore new technologies
in graphics manipulation, animation, and optical
media.
Tadahiro Sekimoto
President
British Telecom U.K.
NEC's U.K. subsidiary, NEC Technologies,
manufactures jointly developed car telephones for
British Telecom.
Yoshiteru Ishii
Senior executive vice president
Koji Maeda
Senior executive vice president
Toshiro Kunihiro
Senior executive vice president
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011240
NEC Corporation
PRINCIPAL INVESTORS
Sumitomo Life Insurance
Sumitomo IVust & Banking
Sumitomo Bank
Mitsubishi Trust & Banking
Nippon Life Insurance
Dai-ichi Mutual Life Insurance
Sumitomo Marine & Fire Insurance
Toyo Trust «fe Banking
Sumitomo Electric Industries
Sumitomo Corporation
0011240
©1991 Dataquest Incorporated October—^Reproduction Prohibited
9
>fEC Corporation
Table 3
Balance Sheet
Fiscal Year Ending March 31
(Millions of LI.S. Dollars)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Long-Term Receivables and Investments
Net Property, Plants
Other Assets
1,685.9
5,987.3
404.9
5,243.0
1,436.5
14,757.6
2,101.1
5,490.5
1,077.5
1989
2,930.5
6,568.7
442.9
5,140.1
889.2
15,971.4
2,247.4
5,787.7
1,154.6
1990
2,230.8
6,329.5
424.3
4,657.6
516.6
14,158.8
1,970.4
6,061.6
1,125.6
18,944.4
23,426.7
25,161.1
23,316.4
10,162.9
5,052.8
206.4
15,422.1
784.3
1220.0
49.1
1,470.0
(0.8)
3,523.4
12,878.5
5,480.4
283.9
18,642.8
1,184.9
1716.7
64.0
1,818.8
(0.2)
Total Shareholders' Equity
7,987.6
3,579.7
163.7
11,731.0
600.0
953.6
44.9
1,199.7
(0.1)
2,798.2
4,784.4
13,234.8
6,431.1
311.9
19,977.8
1,202.8
1842.9
75.1
2,068.9
(6.5)
5.189.7
12,408.9
5,478.8
332.6
18,220.3
1,109.8
1,700.9
289.8
1,995.7
(0.1)
5,096.2
Total Liabilities and
Shareholders' Equity
14,529.1
18,944.7
23,427.0
25,161.0
23,316.4
Total Assets
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Common Stock
Additional Paid-in Capital
Other Equity
Retained Earnings
Treasury Stock
1986
822.6
3,635.7
437.0
3,087.9
748.1
8,731.3
1,563.9
3,621.0
612.8
14,529.0
1987
1,229.0
4,670.8
558.8
4,100.2
1,493.4
12,052.2
1,662.1
4,395.2
834.9
1988
Source: NEC Corporation
Annual Reports
Dataquest (October 1991)
10
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011240
NEC Corporation
Table 4
Consolidated Income Statement
Fiscal Year Ending March 31
(Millions of U.S. Dollars, except Per Share Data)
Consolidated Income Statement
Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate (U.S.$1:^
1986
1987
1988
1989
1990
13,501.3
8,868.7
1,836.2
3,422.9
1,647.7
661.9
4.90
58.00
152.7
1,387
17,159.1
1,1654.5
2,629.2
4,492.3
1,326.2
397.6
2.32
58.00
103.0
1,408
22,219.5
15,120.0
3,495.7
5,863.0
2,016.0
566.0
2.55
56.00
204.5
1,469
23,509.5
15,778.2
3,657.4
6,011.2
2,148.3
993.9
4.23
56.00
484.8
1,494
22,179.2
14,451.6
3,499.3
5,869.9
2,175.8
1,099.6
4.96
54.00
539.4
1,520
0.11
0.05
2.02
178
0.07
0.06
2.50
146
0.14
0.07
3.26
124
0.31
0.07
3.47
133
0.33
0.07
3.35
158
Source: NEC Coiporation
Annual Reports
Dataquest (October 1991)
Table 5
Key Financial Ratios
Fiscal Year Ending March 31
Key Financial Ratios
Liquidity
Current (Times)
Total Assets/Equity (%)
Cuixent Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue ($K)/Employee
Capital Spending % of Assets
Exchange Rate (U.S.$1=^
1986
1987
1988
1989
1990
1.09
519.23
285.45
419.23
1.19
537.67
288.44
437.71
1.15
489.65
269.18
389.66
1.21
484.83
255.02
384.95
1.14
457.53
243.49
357.53
1.05
4.56
1.13
0.54
2.92
0.60
0.87
4.27
0.92
1.93
9.34
2.06
2,31
10.58
2.43
13.60
12.20
95,796
140.94
11.34
178
15.32
7.73
101,227
169.51
7.00
146
15.73
9.07
102,452
216.88
8.61
124
15.56
9.14
104,022
226.01
8.54
133
15.78
9.81
104,022
213.22
9,33
158
Source: NEC Corporation
Annual Reports
Dataquest (October 1991)
(X)11240
©1991 Dataquest Incorporated October—^Reproduction Prohibited
11
Company Backgrounder by Dataquest
N.V. Philips Gloeilampenfabrieken
Groenewoudseweg 1
5621 BA Eindhoven
The Netherlands
Telephone: (31-40) 786022
Fax: (31-40) 785486
Dun's Number: 40-455-3240
Date Founded: 1891
CORPORATE STRATEGIC DIRECTION
N.V. Philips Gloeilampenfabrieken (Philips), incorporated in 1912, is a widely diversified multinatioiial
group of companies, engaged primarily in the
manufacturing and distribution of electronic and electrical products, systems, and equipment. The legal
entity, N.V. Gcmeenschappehjk Bezit van Aandeelcn
Phihps Gloeilampenfabrieken (Philips N.V), operates
solely as a holding company for share capital of N.V
Phihps Gloeilampenfabrieken (Piuhps), of which it
holds 99.99 percent Phihps Industries functions as
the primary holding conqiany for the company's
nimieious national organizations, which are wholly
owned subsidiaries operating in over 60 cotmtries.
These subsidiaries' businesses vary from simple marketing organizations to fiilly integrated manufacturing
and marketing concerns. PhiUps' product activities
are grouped into five product sectors: Lighting, Constmier Plx>ducts, Professional Products and Systems,
Components, and Miscellaneous.
to lasting profitability and in:]|)roving its financial
structure. As part of this revitaUzation process, drastic
restructuring measures were taken to put Ptulips'
Components product sector and Information Systems
Division on a sound footing. At the same time, it was
decided to launch a worldwide campaign to improve
efficiency in all organizational units. This efficiency
drive is aimed at achieving substantial cost reductions
within a short period of time and at promoting a
permanent mindset toward profit and costs. The campaign is also aimed at intensifying quality and customer orientation.
The measures to turn aroimd die Coniponents product
sector and the Information Systems Division, in addition to the woridwide campaign to improve efficiency, will result in a reduction of 45,000 to 55,000 jobs
between September 1990 and the end of 1991. In
addition, since the end of 1990, Phihps has been
reappraising the organization and composition of the
businesses in which the company operates. This portfoUo analysis will result in the divestment, closure, or
drastic reorganization of some units, while in odier
cases it will give rise to a strengthening and expansion of operations or the creation of alliances.
Fiscal year 1990 was a year of fundamental reappraisal for Philips. Persistently large losses on information systems and integrated circuits had been causing a drain on the company's equity and even
threatening the continuation of healthy growth in
other sectors. In Europe and the United States, the
con^any's Lighting product sector had to contend
with intense price competition, which could be only
partly offset by improvements in efficiency. Furthermore, exchange rate movements and appreciable rises
in interest rates had an adverse impact on both
Philips' earnings and its competitiveness.
A total of F 4.6 billion (US$2.5 billion) was charged
against operating income in fiscal 1990 for the
implementation of the whole revitalization program.
(Percentage changes refer only to F amounts; US$
percentage changes will differ because of flucmations
in Dataquest exchange rates.) As a result, the year
was concluded with a net loss of F 4.24 billion
(US$2.34 biUion).
Againsttitiisbackdrop, Phihps decided that the measures taken in the past few years to enhance the
company's maneuverability should he radically intensified and speeded up. A revitalization process was
started with the aim of rapidly restoring the company
In fiscal 1990, net revenue decreased 3 percent to
F 55.76 bilKon (US$30.81 bilHon) fiom F 57.22 bilhon (US$26.87 billion) in fiscal 1989. However, die
1989 sales figure included Phihps* defense businesses
in Europe, which have since been disposed of. A
00X1336
©1991 Dataquest Incorporated October—Reproduction Prohibited
N.V. Philips Gloeilampenfabrieken
number of other, smaller changes in consolidations
took place as a result of the disposal and acquisition
of other businesses. Disregarding the effects of these
changes and of exchange rate movements, net sales
on a comparable basis increased 5 percent in
fiscal 1990.
Philips remains the world leader in lightLng and color
picture tubes and is second in size only to Matsushita,
of which the company owns 35 percent, in consumer
electronics revenue. On an overall basis, Philips*
main revenue comes from the European market,
which has accounted for approximately 60 percent of
the company's total sales over the past five years.
The company's R&D expense decreased 4 percent to
F 4.38 billion (US$2.42 billion) in fiscal 1990 firom
F 4.56 billion (US$2.14 billion) in fiscal 1989, but
remained at approximately 8 percent of net revenue.
This decline in R&D expenditure was entirely due to
the divestment of Philips' defense businesses.
Approximately 35,000 employees are engaged in
product development and in the development of
production methods and equipment The responsibility for the development of products and production
methods lies withJba each individual product divlsioiL
The divisions have development laboratories at their
disposal in 25 countries throughout the world.
More detailed information is available in Tables 1 and
2, which appear after "Business Segment Strategic
Direction" and present corporate highlights and revenue by region. Infomiation on revenue by distribution
channel is not available. Tables 3 through 7, at the
end of this backgrounder, present comprehensive
financial informatioiL
BUSINESS SEGMENT STRATEGIC
DIRECTION
Professional Products and Systems Division
The Professional Products and Systems Division
comprises Communications Systems, Information
Systems, Medical Systems, Industrial and ElectroAcoustic Systems, and Defense and Control Systems,
all serving the professional market Sales in the
Professional Products and Systems Division
decreased 17 percent to F 13.06 billion (US$7.21 bilhon) in 1990 and accounted for 23.4 percent of
Philips' total revenue.
Communications
Systems
The company's Commtmications Systems products
include private branch exchanges and key telephone
systems, cable transmission and network access
equipment, switching and netwoik management systems, radio trunk transmissions and subscriber access
systems, copper and fiber-optic cables, and optical
fiber. The company also produces car and cordless
telephones, mobile radio truncated networks, and
wide area paging systems.
In September 1990, AT&T repurchased Philips' 15
percent stake in AT&T Network Systems Ihtemational B.V., which was founded in 1983 as AT&TPhihps Telecommunications. At its founding. Philips
held 50 percent of the company, which makes and
markets AT&T switches overseas. Philips then cut
back its stake to 40 percent, and later transferred
another 25 percent back to AT&T.
Information
Systems
The company's Information Systems products include
personal computers and workstations, doctmient handling systems, optical media, peripherals, and dictation systems. In 1990, sales in this division declined
as a result of sharp falls in prices affecting virtually
all information systems products. As a result of
reduced sales and low margins, appreciable losses
were incurred in this division. According to Philips,
radical restructuring measures are being carried out to
remedy this situatioa
Philips launched a number of new personal computer
models in 1990 to help die company reach its new
goals, which include a 5 percent market share by
1993. The company created two groups of PC
products, one aimed at small businesses and home
users and the other targeted at systems integrators,
VARs, and corporate businesses. The company's new
personal computers range from an entry-level
12-MHz 286-based system to a 25-MHz 486-based
rc that features 4MB RAM and a hard disk drive
expandable to 650MB.
During 1990, Philips introduced its first portable
personal computer, the Magnavox Metalis/286, which
has a 20MB hard drive and an internal 1.44MB
3.5-inch floppy drive. Targeted at the nonstop user,
the Metalis/286 features battery life of up to four
hours per charge, with full recharge in imder four
hours. It also features 1MB of RAM (expandable to
8MB), and is equipped with a backlit video graphics
array (VGA) monitor.
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011336
N.V. Philips Gloeilampenfabrielten
The company's image processing system, Megadoc,
is based on optical recording. During mid-1990,
Philips introduced the Megadoc 10, a PC-based version of Megadoc that can be networked but will be
offered mainly as a standalone system. The Megadoc
10 runs unders MS-DOS, and conforms to UNIX
System V.4 and Posix, enabling users to integrate
existing software and add other appUcations more
easily.
Smart cards, which are optical media products, are
memory components that are the size of a credit card
and contain an integrated circuit Philips currently
markets these cards for personal, business, and industrial applications. Sales have been slow for these
cards because of cost/benefit factors.
Medical Systems
The company's Medical Systems activities focus
primarily on the production of diagnostic imaging
systems, such as equipment based on X-radiation
(including computer tomography), ultrasound, and
magnetic resonance. Philips also produces systems
for radiation therapy and provides consultancy services on the operational structure within hospitsds and
clinics. The company's medical products are sold
to hospitals, other institutions, and governments
directly and, in certain countries, through agents. The
market for medical systems is subject to rapid change
due to developments in technology and diagnostic
effectiveness.
Industrial and Electro-Acoustic
Systems
The Industrial and Electro-Acoustic Systems Division
concentrates on the production and marketing of
products and systems for applications in research,
industry, business, and government A large range of
electronic test and measuring equipment is produced,
including oscilloscopes, logic analyzers, and automatic test equipment.
Defense and Control Systems
The Defense and Control Systems Division develops
and produces electronic systems, subsystems, equipment and strategic components for shipbome, landbased, and airborne military applications and civil
derivatives. Products manufactured by this division
include radars, optoelectronics, sonars, and electronic
warfare equipment, including electronic systems
measures, electronic countenneasures, electronic
counter countetmeasures, and chaff/flare launchers.
0011336
During 1990, significant steps were taken to reduce
Philips' defense activities, lite company disposed of
a major portion of its Western European defense
business to the French cott^any Thomson-CSF, selling an 80 percent interest in Philips' Dutch subsidiary
HoUandse Signaalapparaten B.V., along with that subsidiary's interest in the Belgium company MBLE
Defense, and a 99 percent stake in Philips' French
company TRT Defense. In addition, PhUips sold its
British defense businesses to Thom-EMI, and
disposed of its German defense activities via a
management buy-out
Components Division
The Philips Components Division is a supplier of
components and subassemblies for both its own
products and outside parties. Philips produces a broad
range of components such as integrated circuits, discrete semiconductors, passive components, liquid
crystal displays, and magnetic products. Component
sales accoimted for 14.6 percent of total net sales in
1990. Sales from this division fell 3.7 percent to
F 8.16 billion (US$4.51 billion) in fiscal 1990 from
F 8.74 billion (US$4.10 billion) in fiscal 1989.
Semiconductors
In early 1991, Philips removed its semiconductor
activities from its Components Products Division to
form the Semiconductor Products Division, which
win handle aU of Hiilips' IC and discrete semiconductor business. The new division will also encompass Philips Components-Signetics, a subsidiary
located in Svmnyvale, California. According to
Philips, the move will allow the company to react
better to the rapid changes in the semiconductor
market Under the new structure, approximately onethird of Philips' employees in its Components
Products Division will work in the Semiconductor
Products Division, with the remainder (approximately
50,000) working in the scaled-down Components
Product Division.
Philips considers its semiconductors to be the heart of
its electronics product business. The company's
general IC goal is to strengthen its position as an
applications-oriented suppUer to the world markets.
According to Dataquest Philips moved up one place
to rank as the ninth-largest vendor in the worldwide
semiconductor market in 1990, based on estimated
factory revenue of $2.01 billion. Net sales for the
company increased 17 percent while as a whole, the
semiconductor market grew at only 2 percent in
©1991 Dataquest Incorporated October—^Reproduction Prohibited
N.V. Philips Gloeilampenfabrieken
calendar 1990. Among European semiconductor companies, Philips continued to be the top-ranked
manufacturer, with the company's main competition
in this region coming from SGS-Thomson Microelectronics B.V. and Siemens AG.
In the worldwide analog integrated circuit market,
Philips jumped from fourth place to the leading position, holding a 6.2 percent market share based on estimated factory revenue of $653 miUion.
As part of the company's restructuring, an enq)hasis
was placed on reducing losses in the Components
Divisioa Along these lines. Philips pulled out of
static RAM (SRAM) development and pilot production as one of several cost-cutting measures. The
company also dropped out of the $5 billion Joint
European Submicron Silicon (JESSI) program, a consortium of European chip vendors. Other cost-cutdng
actions included the closing of PhiUps' IC Advanced
Development and Manufacturing center (located in
Eindhoven) and concentration of advanced
application-specific integrated circuit (ASIC)
development in Hamburg, Germany.
Video Products
Video products include television sets (including
receivers equipped for Teletext and stereo sound),
video recorders, and camera recorders (cameras with
a built-in video recorder), very high resolution monitors, and other displays. Products in this sector are
sold primarily to the OEM market Philips brand
names in the United States include Philips, Magnavox, Sylvania, and Philco.
Home Office Equipment
Home office equipment products include personal
computers, videotex terminals, and other peripheral
equipment, which are marketed specifically toward
the home market. For personal computers for
business applications, see Communications Systems.
Philips' Compact Disk Interactive (CD-I) system is
an interactive, fully digital, multimedia system that
allows audio, video, text, and graphics to be stored
and integrated on a single compact disk. CD-I is
schediiled to be introduced in the consumer market in
the United States and Japan during late 1991 and in
Europe in 1992.
Passive Components
The company is the world's leading supplier of passive components with product lines consisting of a
variety of capacitors and resistors in both leaded and
SMD versions. A wide range of crystals and oscillators is available for professional, industrial, and consumer equipment
PolyGram
Another division of the Consumer Products Division
is PolyGram Records Inc., which engages primarily
in the acquisition, production, marketing, and distribution of recorded music.
Domestic Appliances and Personal Care
Consumer Products Division
The Consumer Products Division includes the consumer electronics product division, PolyGram
Records division, domestic appliances, and personal
care products. Major categories in consumer electronics are audio, video, and home office eqmpment
Sales in 1990 in the Consumer Products Division
accounted for 45.5 percent of the total net sales. Sales
increased 8.0 percent to F 25.40 billion (US$14.03
billion) in fiscal 1990 fit)m F 23.58 billion (US$11.07
billion) in fiscal 1989.
Audio Products
Audio products include portable radios, radio
receivers, car radios, receivers, amplifiers, tuners,
cassette recorders, turntables, and compact disc systems. Compact disc players and changers are still the
fastest-growing products in the consiuner electronic
market
The domestic appliances and personal care division
includes home comfort and kitchen appliances,
shavers, and other personal care products. Philips'
main product of this division is Philishave, based on
rotary shaving technology. Along with the other personal care products and domestic appliances,
Philishave is mariceted under the Norelco brand in the
United States.
Lighting Division
The company has been in the lighting business since
its founding in 1891. The Lighting Division's
products serve a broad range of apphcations, including general hghting service lamps, gas-discharge and
special lamps, fixtures, special products, and batteries. Net sales of the Lighting Division accounted for
12.6 percent of total net sales, or F 7.03 billion
(US$3.88 billion). Lighting sales decreased 7 percent
in fiscal 1990.
©1991 Dataquest Incorporated October—Reproduction Prohibited
00U336
N.V. Philips Gloeilampenfabrieken
Miscellaneous
Miscellaneous business activities, which are outside
die company's basic range of products, include ancillary activities obtained as part of other acquisitions.
Included in this sector are the operations in major
domestic appliances in some countries that have not
been transferred to Philips' joint venture with
Whirlpool, begun in 1989. During 1990, Philips
divested two of its larger U.S. subsidiaries incorporated in the Miscellaneous sector. Anchor Advanced
0011336
Products Inc. and Genie Manufacturing Inc. Miscellaneous sales accounted for 3.8 percent of total net
revenue in 1990. Sales in this division grew
8.0 percent to F 2.12 bilUon (US$1.17 billion).
Further Information
For further information about the company's business
segments, please contact the appropriate Dataquest
industry service.
©1991 Dataquest Incorporated October—Reproduction Prohibited
N.V. Philips Gloeilampenfabrieken
Table 1
Five-Year Corporate Highlights (Millions of U.S. Dollars)
1986
1987
1988
1989
1990
Rve-Year Revenue
Percent Change
22,464.1
25,968.0
15.60
28,322.7
9.07
26,865.7
(5.14)
30,808.8
14.68
Capital Expenditure
Percent of Revenue
1,904.9
8.48
2,342.9
9.02
2,093.4
7.39
1,483.6
5.52
1,569.1
5.09
R&D Expenditure
Percent of Revenue
1,706.9
7.60
2,149.8
8.28
2,334.8
8.24
2,139.4
7.96
2,418.8
7.85
343,800
65.34
336,700
77.12
310,300
91.28
304,800
88.14
272,800
112.94
414.3
403.0
(2.73)
F 2.03
533.3
32.36
F 1.98
645.1
20.95
F 2.13
(2,342.5)
(463.15)
F 1.81
Number of Employees
Revenue ($K)/Employee
Net Income
Percent Change
Exchange Rate (US$1=F)
F 2.45
1990 Fiscal Year
Qi
Q2
Quarterly Revenue
Quarterly Profit
7,080.7
185.6
7,480.1
20.4
NA = Not available
Q3
Q4
9,001.1
(1,355.8)
7,247.0
(1,192.8)
SoDice: N.V. Philips Gloeilaiiq)eiifabrieken
Animal Reports and Foims 10-K
Dataquest (October 1991)
Table 2
Revenue by Geographic Region (Percent)
Region
Europe
North America
Asia/Pacific
ROW
1986
1987
1988
1989
1990
59,20
24.30
7.60
8.90
61.40
22.40
8.60
7.60
61.30
22.20
8.70
7.80
57.30
24.10
10.00
8.60
60.90
21.20
10.50
7.40
Source: N.V. Fhilqis Gloeilampenfalsieken
Annual Reports and Forms 10-K
Dataquest (October 1991)
©1991 Dataquest Incorporated October—Repioduction Prohibited
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N.V. Philips Gloeilampenfabrieken
ROW
1990 SALES OFFICE LOCATIONS
Information is not available.
MANUFACTURING LOCATIONS
North America
Albuquerque, New Mexico
Wafer fabrication of MOS ICs
Orem, Utah
Wafer fabrication of bipolar ICs, assembly and
testing of logic and bipolar memory products
Riviera Beach, Florida
Passive components, discrete semiconductors
Sunnyvale, California
Wafer fabrication, MOS and bipolar ICs
United States and Canada
AH principal products
Africa
Lighting, consumer electronics, professional
products and systems
Austraha and New Zealand
Lighting, professional products, systems,
components
Bangkok, Thailand
Assembly and testiag
Hong Kong
Transistors, diodes
Kao-Hsixmg, Taiwan
ICs
Latin America
AJl principal products
Manila, Philippines
Transistors, diodes, optoelectronic products
Recife, Brazil
ICs
Sao Paulo, Brazil
Discrete devices
Seoul, South Korea
Assembly and testing
Europe
Barcelona, Spain
Diodes, transistors
Caen, France
Bipolar digital, bipolar analog, and consumer ICs;
discrete devices, power transistors, optoelectronic
products
Hamburg, Germany
NMOS microprocessors, controllers, memories,
bipolar analog consumer ICs, small-signal
transistors, varicap diodes
Netherlands
AH principal products
Nijmegen, Netherlands
CMOS devices
Sittard, Netherlands
Not available
Southampton, United Kingdom
NMOS ROMs, dedicated consumer logic
Stadskanaal, Netherlands
Diodes
Stockport, United Kingdom
Power transistors, power diodes
Zurich, Switzerlan4
ICs
Japan
Tokyo, Japan
Testing
0011336
SUBSIDIARIES
North America
North American Philips Corporation (United States)
Philips Canada Ltd. (Canada)
Philips Components-Signetics (United States)
PolyGram Records Inc. (United States)
Europe
Bang & Olufeen A/S (Denmark)
Compagnie Francaise Philips (France)
Europe Mij Voor Fabricage en Verkoop Van
Gloeilampcnonderdelen CE.M,G.O.) (Belgium)
Giundig Aktiengesellschaft (Gennany)
Ibcrtica de Alumbrado S.A, (Spain)
Nederlands Philips Bedrijven B.V. (Netherlands)
Norsk Atkieselskap Philips (Norway)
Osterreichische Philips Industrie GesmbH (Austria)
Oy Philips AB (Finland)
PhiUps AG (Switzerland)
Philips and Du Pont Optical Company (Netherlands)
PhiUps Beteihgungs AG (Switzerland)
Philips Communication Systems International B.V.
(Netherlands)
Philips Consumer Electronics International B.V.
(Netherlands)
Philips Danmark A/S (Denmark)
©1991 Dataquest Incorporated October—^Reproduction Prohibited
N.V. Philips Gloeilampenfabrieken
Philips Electronics Ireland Limited (Ireland)
PhiUps Export B.V. (Netherlands)
PhiUps GmbH (Germany)
PhiUps Iberica S.A.E. (Spain)
Philips Industrial S.A. Hellenique de Produits
Electrotechniques et Electroniques (Greece)
Philips Information Systems International B.V.
(Netherlands)
PhiUps International B.V. (Netherlands)
PhiUps International Finance S.A. (Luxembourg)
PhiUps Lighting Hellas Commercial and Industrial
S.A. (Greece)
PhiUps Lighting Holding B.V. (Netherlands)
PhiUps Luxembourg Consumer Products
(Luxemboiu-g)
PhiUps Luxembourg Professional Systems
(Luxembourg)
PhiUps Matsushita Battery Corporation (Belgium)
Philips Medical Systems International B.V.
(Netherlands)
PhiUps Norden Aktiebolag (Sweden)
PhiUps Portuguesa S.A. (Portugal)
PhiUps S.A. (Belgium)
PhiUps S.A. HeUenique Commerciale de Produits
Electrotechniques (Greece)
PhiUps Sistemi MedicaU S.p.A. (Italy)
PhiUps Societa per Azioni (Italy)
PhiUps Systemes Medicaux (France)
PhiUps U.K. Limited (United Kingdom)
PolyGram GmbH (Germany)
PolyGram Leisure Ltd. (United Kingdom)
PolyGram N.V. (Netherlands)
PolyGram S.A. (France)
Ttirk PhiUps Aydinlatma Sanayi ve Hcaret Anonim
Sirketi (Turkey)
Turk PhiUps Sanayi Anonim Siiketi (Turkey)
Tuik PhiUps Ticaret Anonim Siiketi (Turkey)
Whirlpool International B.V. (Netherlands)
Japan
Japan New Media Systems Inc. (Japan)
Marantz Japan Inc. (Japan)
Matsushita Electronics Corporation (Japan)
PhiUps Japan Ltd. (Japan)
PNN Corporation (Japan)
ROW
Associated Electronic Products (Nigeria) Limited
(Nigeria)
Audio Electronics Sdn. Bhd. (Malaysia)
Bangladesh Electrical Industries Limited
(Bangladesh)
«
Bangladesh Lamps Limited (Bangladesh)
Beijing PhiUps Audio/Video Corporation (China)
Car Audio Electronics (China) Company Limited
(China)
Electrical Lamp Manufacturers Thailand Limited
(Thailand)
Elinthai Limited (Thailand)
El Nasr Company for Electrical and Electronic
Apparatus (Egypt)
Hua Fei Colour Display Systems Company Ltd.
(China)
Inbraphil-Industrias Brasilerras PhiUps Ltda. (Brazil)
Industria de Productos Electricos Centro-Americana,
S.A. de C.V (El Salvador)
Industrias BoUvianas PhiUps S.A. (BoUvia)
Industrias PhiUps de Colombia S.A. (Colombia)
Industrias PhiUps del Uruguay S.A. (Uruguay)
Industrias Venezolanas PhiUps S.A. (Venezuela)
Malaysian Lamps Sendirian Berhad (Malaysia)
Manufacture Nationale pour la ReMgeration et
TElectronique (Morocco)
PEC Investments Limited (South Afirica)
Peico Electronics & Electricals Limited (India)
PhiUps AntiUana N. V. (Netherlands Antilles)
PhiUps Argentina S.A. de Lamparas Electricas y
Radio (Argentina)
PhiUps Bangladesh Limited (Bangladesh)
PhiUps Chilena S.A. (Chile)
PhiUps China Hong Kong Group Company Limited
(Hong Kong)
PhiUps Components (PhiUppines) Inc. (PhiUppines)
PhiUps del Paraguay S.A. (Paraguay)
PhiUps do BrasU Ltda. (Brazil)
PhiUps Ecuador C.A. (Ecuador)
PhiUps Electrical Company of Pakistan Limited
(Pakistan)
PhiUps Electrical Company of Thailand Limited
(ThaUand)
PhiUps Electrical Industries of Pakistan Limited
(Pakistan)
PhiUps Electrical Lamps Inc. (PhiUppines)
PhiUps Electrical (Private) Limited (Zimbabwe)
PhiUps Electrical Zambia Ltd. (Zambia)
PhiUps Electric Lamps (E.A.) Limited (Kenya)
PhiUps Electronic Building JBements Industries Ltd.
(Taiwan)
PhiUps Electronics Holdings Limited (South Afirica)
PhiUps Electronics Industries Ltd. (Taiwan)
PhiUps Electronics Ltd. (South Korea)
PhiUps Electronics South-East Asia Holding B.V.
(China)
PhiUps Ethiopia (Ethiopia)
PhiUps Hong Kong Limited (Hong Kong)
PhiUps Industrial Development Inc. (PhiUppines)
PhiUps Industries Holdings Limited (AustraUa)
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011336
N.V. Philips Gloeilampenfabrieken
Philips Industries Ltd. (South Korea)
Philips Iran Ltd. (Iran)
Philips (Kenya) Limited (Kenya)
Philips Lighting Taiwan, Ltd. (Taiwan)
Philips Malaysia Sdn. Berhad (Malaysia)
Philips Maroc (Morocco)
Philips Mexicana, S.A. de C.V, (Mexico)
Philips Midden Oosten B.V. (Egypt)
Philips Midden Oosten B.V. (Iraq)
Philips Midden Oosten B.V. (United Arab Emirates)
Philips New Zealand Limited (New 2fealand)
Philips Peruana S.A. (Peru)
Philips Semiconductor Corporation of Shanghai
(China)
Philips Singapore Private Limited (Singapore)
Philips Taiwan Ltd. (Taiwan)
P.T. Philips Development Corporation (Indonesia)
P.T. Philips-Ralin Electronics (Indonesia)
Shenzhen Shen Fei Laser Optical Systems Company
Limited (China)
Shenzhen Shen Fei Plastics and Metalware Company
Limited (China)
Signetics Korea Co. Ltd. (South Korea)
Signetics Thailand Co. Ltd. (Thailand)
Taiwan Lighting Industries Co. Ltd. (Taiwan)
Taiwan Semiconductor Manufacturing Company
Limited (Taiwan)
Thai Lamps Company Limited (Thailand)
Yangtze Optical Fibre and Cable Company Ltd.
(China)
ALLIANCES, JOINT VENTURES, AND
LICENSING AGREEMENTS
ORIGIN, a joint venture with the Dutch software
company BSO/Beheer. That same year, the two
companies formed a systems integration joint venture, called BSO/Pass International.
European Development Center
Philips joined the European Development Center,
which develops and supports computer-aided
engineering and design tools and technology.
Fujitsu Microelectronics
A second-source and joint development agreement
was made for local area network circuits.
Matsushita Electric Industrial Co. Ltd.
A joint venture was formed to develop, control,
and maintain a chip standard for domestic audio
and video systems.
Motorola Incorporated
Philips and Motorola signed an OEM agreement
under which Philips will add Motorola's reduced
instruction-set computing systems to its product
line.
Silicon Systems Inc. (SSI)
Philips licensed its QUBIC BiCMOS process to
SSI to serve as the basis for mixed signal designs.
As part of the agreement, both companies have
access to the o&er's foundry to augment capacity
availability as QUBIC grows in acceptance.
Teikoka Tsishin Kogyo
The two companies formed a joint venture for the
manufacture of integrated control panels for consumer electronics equipment
1991
Matsushita Electric Industrial Co. Ltd. and Sony
Corporation
Tlie three companies formed a consortiimi in Japan
to laimch and promote Philips' Compact Disk
Interactive (CD-I) multimedia technology. The
company will be called CD-I Consortium JapaiL
Sun Microsystems Inc.
Philips and Sun signed an agreement that will
allow Philips to resell Sun's complete line of
SPARCstations.
1990
BSO/Beheer B.V.
Philips service activities in the automation and
information processing field were transferred to
0011336
Tesla Strasnice and Hloubetin
Philips and Tesla, a Czechoslovakian electronics
company, signed a cooperation agreement to
improve the public telecommunications network in
Czechoslovalda. The agreement wiU primarily
focus on digital signal transmission equipment,
which will facilitate multiple iise of cable routes
already laid.
Texas Instruments Incorporated (TI)
TI and Philips entered into a joint sourcing agreement for the ABT high-performance bus interface
logic family.
VEB Kombinat Robotron
An agreement was reached concerning industrial
measiiring systems.
©1991 Dataquest Incorporated October—Reproduction Prohibited
N.V. Philips Gloeilampenfabrieken
1989
Catalyst Semiconductor Inc.
Philips signed an agreement with Catalyst to supply Catalyst with its 12C protocol.
ES2
Philips adopted E-beam direct-wire technology for
ASICs; ES2 adopted a Philips' CMOS process.
Customers can have devices manufactured by
either company.
Motorola Incorporated
An agreement was made to develop very large scale
integration (VLSI) integrated circuits.
Hitachi Ltd.
Hitachi will produce and sell Philips' HD68562
and HD64941 LSI chips.
Seeq Technology Inc.
The companies signed a five-year agreement calling for Philips to second-source and codevelop the
Seeq 512Kb and 1Mb flash EPROMs. Seeq will
get an alternate source for its flash EEPROM and
foundry support for its 64Kb and 256Kb
EEPROMs.
Intel Corporation
The companies made an agreement giving Philips
access to Intel's CHMOS process and products and
Intel access to Philips' serial buses.
Sun Microsystems Inc.
The two companies signed a licensing agreement
that will allow Philips components to design and
market 32-bit RISC microprocessors based on
Sun's SPARC architecture.
Synercom Technology
The two companies have entered into an OEM
agreement for Synercom's INFORMAP and
related application software.
Whirlpool
Philips and Whirlpool entered into a joint venture
agreement concerning major domestic appliances.
1988
ASM Lithography
ASM Lithography agreed to manufacture lithography equipment used to produce semiconductors for
Philips.
AT&T
AT&T agreed to develop, manufacture, and sell
telecommunications network products for Philips.
Canon Incorporated, Data General Corporation,
Hewlett-Packard Company, Prime Computer
Incorporated, and Unisys Corporation
Philips and these companies formed a consortiiun
to establish a common way to implement objectoriented software technology across a network of
computers and servers.
E.I. du Pont de Nemours and Sony Corporation
The companies agreed to set CD-WORM
standards.
10
Intel Corporation
Philips was chosen to second-source Intel's 8095
16-bit MCU and use Intel's 256K EPROM
technology.
Motorola Incorporated
Philips was chosen to second-source Motorola's
68010 16-bit MPU.
Plessey Co. pic
The companies are manufacturing microchips for
satellite broadcasting receiver systems.
R. R. Donnelly & Sons and Toppan Printing
Co. Ltd.
The companies agreed to develop software for
interactive disks.
Robert Bosch GmbH
The companies agreed to develop a standardized
pan-European automobile telephone system.
Siemens AG
Siemens agreed to furnish Philips with submicron
technology.
SMH
The companies completed a CMOS wafer-fab
production agreement
Taiwan Semiconductor Manufacturing Co.
(TSMC)
TSMC agreed to manufacture customer-^ecific
ICs for Philips.
Texas Instruments Incorporated
TI made an agreement with Philips to develop and
manufacture an advanced CMOS logic family.
Vitelec
•\^telec Ucensed Philips' process technology so tiiat
N^telec could produce CMOS SRAMs for use,
license, and sale for both companies.
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011336
N.V. Philips Gloeilampenfabrieken
VLSI Technology Inc.
The companies made an agreement covering CAD
design software, foundry services, cell libraries,
and gate arrays under which VLSI would provide
IC design software and Philips would provide
foundry services.
Jan D. Timmer
President, chairman of the board, chairman of
Group Management (GMC)
Yangtze Optical Fiber Cable Company
The companies will manufacture and sell optical
fiber cable in China.
W. de Kleuver
Chairman of Components Division, member of
GMC
W. Huisman
Chairman, Communication Systems Division
Thierry Meyer
Chairman of Consumer Electronics Division,
member of GMC
MERGERS AND ACQUISITIONS
1991
E.I. Du Pont de Nemours and Company
Philips acquired Du Font's interest in Philips & Du
Pont Optical Company, a joint venture that was
created in 1986 for the manufacture of optical
disks.
J.C. Tollenaar
Chairman, Domestic Appliances and Personal Care
Division
F.A. de Bruijne
Chairman, Industrial Electronics Division
L.G. Nyberg
Chairman, Information Systems Division
E. Kloster
Chairman of Lighting Division, member of GMC
1990
Bang & Olufsen A/S
Philips acquired a 25 percent interest in Bang &
Olufsen, a Danish conq)any that operates mainly at
the top end of the audio and video market
Marantz Japan
Philips acquired the majority shareholding in
Marantz Japan and at the same time acquired rights
to use the Marantz brand name in North America.
Robert Bosch Group
Philips' interest in the Broadcast Television Systems joint venture with Robert Bosch for the
production of television studio equipment was
increased firom 50 percent to 75 percent.
H. van Bree
Chairman, Medical Systems Divison
H.W. Hagmeister
Chairman, Semiconductors Division
A.M.I. Levy
Chairman, Polygram Records Division
PRINCIPAL INVESTORS
Information is not available.
1989
Taiwan Semiconductor Manufacturing Co.
(TSMC)
Philips exercised its option to acquire 51 percent of
TSMC's shares.
FOUNDERS
Gerard Philips
KEY OFFICERS
0011336
©1991 Dataquest Incorporated October—^Reproduction Prohibited
11
N.V. Philips Gloeiiampenfabrieken
Table 3
Balance Sheet
Fiscal Year Ending in December
(Millions of U.S. Dollars)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
1986
453.1
4,956.7
69.8
5,245.3
428.2
11,153.1
7,447.8
2,064.5
1987
712.3
5,870.0
175.9
5,956.7
402.5
13,117.2
9,106.9
2,376.4
1988
623.2
6,749.5
97.0
6,373.2
482.8
14,325.8
9,372.7
2,992.9
1989
657.3
6,565.3
69.0
6,028.2
984.0
14,303.8
8,730.5
2,777.5
1,309.9
6,469.6
81.8
6,389.0
1,507.2
15,757.5
9,222.7
3,525.4
Total Assets
20,665.3
24,600.5
26,691.4
25.811.7
28,505.5
Total Current Liabilities
Long-Term Debt
Other Liabilities
7,531.8
3,689.4
2,971.4
9,159.6
4,326.1
3,472.4
9,739.9
5,101.0
3,497.0
10,046.0
4,711.7
3,125.4
10,965.7
6,567.4
4,803.9
14,192.7
16,958.1
18,337.9
17,883.1
22,337.0
Common Stock
Odier Equity
Currency Adjustment
Retained Earnings
Total Shareholders' Equity
1,612.7
3,257.6
(1,723.0)
3,325.7
6,472.7
2,447.8
4,051.7
(2,753.0)
3,896.1
7,642.4
2,562.1
4,561.1
(2,942.0)
4,172.2
8,353.5
2,469.0
4,190.6
(3,583.0)
4,852.1
7,928.6
3,098.9
4,705.5
(5,139)
3,503.3
6,168.5
Total Liabilities and
Shareholders' Equity
Exchange Rate (US$1=F)
20,665.3
F 2.45
24,600.5
F 2.03
26,691.4
F 1.98
25,811.7
F 2.13
28,505.5
F 1.81
Total Liabilities
1990
Source: N.V. Philips Gloeilanq)eiifabriekBn
Annual Reports and Foims 10-K
Dataquest (October 1991)
12
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011336
N.V. Philips Gloeilampenfabrieken
Table 4
Consolidated Income Statement
Fiscal Year Ending in December
(Millions of U.S. DoUars, except Per Share Data)
Consolidated Income Statement
Revenue
U.S. Revenue
Non-U.S. Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Thousands
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate (US$1=:F)
1986
1987
1988
1989
1990
22,464.1
13,289.8
9,174.3
16,776.3
1,706.9
4,636.7
1,904.9
799.2
3.56
42.00
414.3
230,957
25,968.0
15,942.4
10,025.6
19,553.2
2,149.8
5,432.0
2,342.9
368.0
1.42
28.00
403.0
245,500
28,322.7
17,344.9
10,977.8
21,344.9
2,334.8
5,910.6
2,093.4
409.1
1.44
39.00
533.3
256,252
26,865.7
15,403.3
11,462.4
20,252.6
2,139.4
5,657.3
1,483.6
594.8
2.21
41.20
645.1
266,508
30,808.8
18,768.0
12,040.9
23,020.4
2,418.8
6,624.9
1.569.1
(2,266.3)
(7.36)
8.40
(2,342.5)
NA
1.79
0.82
28.03
1.64
0.99
31.13
2.08
1.01
32.60
2.42
0.94
29.75
(8.22)
F 2.45
F 2.03
F 1.98
F 2.13
F 1.81
-
NA
Source: N.V. Fbilips Gloeilampenfabrieken
Annual Reports and Fonns 10-K
Dataquest (October 1991)
0011336
©1991 Dataquest Incorporated October—^Reproduction Prohibited
13
N.V. Philips Gloeilampenfabrielcen
Table 5
Balance Sheet
Fiscal Year Ending in December
(Millions of Guilders)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
1,446.0
11,916.0
357.0
12,092.0
817.0
26,628.0
18,487.0
4,824.0
1988
1,234.0
13,364.0
192.0
12,619.0
956.0
28,365.0
18,558.0
5,926.0
1989
1.400.0
13.984.0
147.0
12.840.0
2,096.0
30,467.0
18,596.0
5,916.0
1990
2,371.0
11,710.0
148.0
11.564.0
2,728.0
28,521.0
16.693.0
6.381.0
50.630.0
49.939.0
52,849.0
54,979.0
51.595.0
18,453.0
9,039.0
7,280.0
18,594.0
8,782.0
7,049.0
19,285.0
10,100.0
6,924.0
21.398.0
10,036.0
6,657.0
19.848.0
11.887.0
8.695.0
34,772.0
34,425.0
36,309.0
38,091.0
40.430.0
3,951.0
7,981.0
(4,222.0)
8,148.0
15,858.0
4,969.0
8,225.0
(5,589.0)
7,909.0
15,514.0
5,073.0
9,031.0
(5,825.0)
8,261.0
16,540.0
5,259.0
8,926.0
(7,632.0)
10,335.0
16,888.0
5,609.0
8,517.0
(9,302.0)
6,341.0
11.165.0
50,630.0
F 2.45
49,939.0
F 2.03
52,849.0
F 1.98
54,979.0
F 2.13
51.595.0
F 1.81
1986
1,110.0
12,144.0
171.0
12,851.0
1,049.0
27,325.0
18,247.0
5,058.0
Total Assets
Total Current Liabilities
Long-Tenn Debt
Other Liabilities
Total Liabilities
Common Stock
Other Equity
Currency Adjustment
Retained Earnings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equity
Exchange Rate (US$1=F)
1987
Source: N.V. Fbilips Gloei]aoq)ei]fabrieken
Annual Reports and Forms 10-K
Dataquest (October 1991)
14
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011336
N.V. Philips Gloeilampenfabrieken
s
Table 6
Consolidated Income Statement
Fiscal Year Ending in December
(Millions of Guilders, except Per Share Data)
Consolidated Income Statement
Revenue
European Revenue
Non-European Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Thousands
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate (US$1=F)
1986
1987
1988
1989
1990
55,037.0
32,560.0
22,477.0
41,102.0
4,182.0
11,360.0
4,667.0
1,958.0
3.56
42.00
1,015.0
230.957
52,715.0
32,363.0
20,352.0
39,693.0
4,364.0
11,027.0
4,756.0
747.0
1.42
28.00
818.0
245,500
56,079.0
34,343.0
21,736.0
42,263.0
4,623.0
11,703.0
4,145.0
810.0
1.44
39.00
1,056.0
256,252
57,224.0
32,809.0
24,415.0
43,138.0
4,557.0
12,050.0
3,160.0
1,267.0
2.21
41.20
1,374.0
266,508
55,764.0
33,970.0
21,794.0
41,667.0
4,378.0
11,991.0
2,840.0
(4,102.0)
(7.36)
8.40
(4,240.0)
NA
4.39
2.00
68.66
2.45
3.33
2.00
63.19
2.03
4.12
2.00
64.55
1.98
5.16
2.00
63.37
2.13
(14.88)
NA s Not available
-
NA
1.81
Sooice: N.V. Philips Gloeilampenfabrieken
Annual Reports and Fbims 10-K
Dataqoest (October 1991)
•
Table 7
Key Financial Ratios
Fiscal Year Ending in December
Key Financial Ratios
Liquidity
Current (Times)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue (FK)/Employee
Capital Spending % of Assets
Exchange Rate (US$1=:F)
1986
1987
1988
1989
1985
1.48
319.27
116.36
219.27
1.43
321.90
119.85
221.90
1.47
319.52
116.60
219.52
1.42
325.55
126.71
225.55
1.44
462.11
177.77
362.11
2.00
6.40
1.84
1.64
5.27
1.55
2.00
6.38
1.88
2.50
8.14
2.40
(8.22)
(37.98)
(7.60)
7.60
8.48
343,800
160.08
9.22
2.45
8.28
9.02
336,700
156.56
9.52
2.03
8.24
7.39
310,300
180.73
7.84
1.98
7.96
5.52
304,800
187.74
5.75
2.13
7.85
5.09
272,800
204.41
5.50
1.81
,,
Soujce: N.V, Riilips Gloeilampenfabfiekoi
AnmiaJ Rqjorts and Fonns 10-K
Dataqoest (October 1991)
0011336
©1991 Dataquest Incorporated October—^Reproduction Prohibited
15
The Plessey Company pic
THE COMPANY
STOP PRESS: In November 1987, Plessey acquired Ferranti Semiconductor for
$49 million. Ferranti Semiconductor has assets valued at $64 million and 1986 worldwide
semiconductor revenue of $96 million. Ferranti employs 2,000 people in its semiconductor operation.
BACKGROUND AND OVERVIEW
The Plessey Company pic was founded in 1919 by Brian Clark. His son, Allen Clark,
later Sir Allen, led the Company through nearly four decades of major growth, from the
1920s until his death in 1961. The present chairman and chief executive officer is
Sir John Clark; his brother, Michael Clark, is the deputy chairman.
Prior to its first major investment in semiconductors, the Company's product portfolio included radio communications equipment (in particular military), aircraft
equipment (primarily pumps), electrical components (resistors, capacitors, and
connectors), among other equipment. In line with the Company's strategy of
concentrating in the high-technology product areas, many of these activities have been
dispensed with during the last few years.
In 1957, Plessey began to invest in semiconductor operations. A joint activity
(51 percent Plessey and 49 percent Philco) was formed to manufacture electrochemical
transistors.
During 1960 and 1961, Plessey acquired the telephone operations of ATE and
Ericsson Telephones (the U.K. arm of Ericsson) in the United Kingdom, signaling its move
into British Post Office procurements and into the telecommunications market, in
general.
Plessey's commitment to integrated circuits (including merchant sales) was marked
by the introduction of an IC manufacturing process developed by Plessey Research
(Caswell) Limited in 1966. Plessey's IC manufacturing operation is located in Swindon,
Wiltshire, United Kingdom,
In December 1983, Plessey created a gallium arsenide IC subsidiary called the
Plessey Three-Five Group Ltd. Investment of US$75 million in the new company was
spread over several years.
Throughout 1986, Plessey continued to give priority to new product development and
to the modernization of production and research facilities. In February 1986, Sir James
Blyth was appointed managing director of the Company.
Throughout 1986, Plessey was locked in battle to resist takeover by General Electric
Company (GEC), the only U.K company with larger electronics sales than Plessey. The
issue was whether such a merger would consolidate the fragmented U.K. electronics
industry.
ESIS Volume III
© 1988 Dataquest Incorporated January
1
The Plessey Company pic
The U.K. government finally ruled against GEC's $1.8 billion bid for Plessey on the
grounds that the takeover would not serve the national interest.
In June 1987, GEC assured the U.K. Office of Fair Trading that it would not acquire
more than 15 percent of Plessey.
PRODUCTS AND MARKETS SERVED
Plessey's current activities center on the development and supply of
telecommunications and electronic defense systems. The Company's work in solid-state
and electronic components supports these activities and provides a presence in the
merchant component market.
The Plessey Company pic has established the following three major operational
groups of logically integrated activities in which products and markets are interrelated:
•
Telecommunications
•
Electronic systems
•
Engineering and components
All three operational groups rely extensively on silicon technology and are grouped
for administrative purposes into management and trading companies and divisions.
Table 1 shows Plessey's turnover by business activity; Table 2 shows the Company's
turnover by main markets; and Table 3 shows Plessey's research and development
expenditure.
Plessey Telecommunications and Office Systems provides telecommunications
authorities, public services, and commercial operators with equipment and systems based
on software-controlled digital technology. The aim is to unite telecommunications and
data processing in the new technology of integrated information handling.
Plessey Electronics Systems supplies a related group of products and services to the
avionics and defense industries, as well as to the civilian communications sector.
Plessey Engineering and Components includes the Solid State Division, which
manufactures standard, semicustom, and custom semiconductors and optoelectronic
devices for military and industrial high-technology use, as well as components for
professional applications.
Plessey Microsystems produces custom-designed and standard digital systems and
subsystems based on microsystems and memories.
© 1988 Dataquest Incorporated January
ESIS Volume III
The Plessey Company pic
Table 1
The Plessey Company pic
Estimated Revenue by Business Activity
(Millions of Pounds Sterling)
(Fiscal Year Ending March 28)
1986
1995
Activity
£
Telecommunications
Electronic Systems and Equipment
Microelectronics and Components
Aerospace and Engineering
Computer Peripherals
Subtotal
681. 9
465. .9
149. ,0
129. ,5
39.,4
682. 4
518. ,0
161. ,3
120, ,7
34,r3
£1 ,465. .7
£1 ,516, .7
49f2
55,6
£1 ,416 .5
£1 ,461 .1
Less Intercompany C o n t e n t
Total
£
Table 2
The Plessey Company pic
Revenue by Geographic Area
(Millions of Pounds Sterling)
(Fiscal Year Ending March 28)
1986
1985
United Kingdom
North America
Europe
Africa
Australia
Asia
Others
Total
975.5
180.5
71.6
88.3
48.9
42.4
8.5
£1,036.9
174.5
85.9
60.5
47.5
41.3
14.5
£1,415.7
£1,461.1
£
Source:
ESIS Volume III
The Piesisey Company pic
Dataquest
January 1988
© 1988 Dataquest Incorporated January
The Plessey Company pic
Table 3
The Plessey Company pic
Research and Development &q>enditure
(Millions of Pounds Sterling)
(Fiscal Year Ending March 28)
1995
1986
Group Funded
Customer Funded
£ 83.8
219.2
£ 81.2
237.5
Total
£303.0
£318.7
Source:
The Plessey Company pic
Dataguest
January 1988
Plessey Peripheral Systems is active in hardware (minicomputer systems, microcomputer systems, add-on memories, visual displays, terminals, and printers), software
(for the range of mini/microcomputers), and service (hardware and software support and
maintenance) operations.
Plessey Research covers research and applications of electronic materials, devices,
and subsystems. The R&D center has pilot production lines and serves as a link between
R&D and subsequent full-scale production.
FACILITIES
Plessey's headquarters are located in Ilford, Essex, United Kingdom, and the main
board's London offices are located in Millbank Tower, London, United Kingdom. Plessey
is made up of about 34 subsidiaries and operates internationally through 250 establishments in 130 countries.
Plessey Semiconductors, Ltd., has its headquarters in Swindon, Wiltshire, United
Kingdom. It also maintains sales offices in France, West Germany, Italy, and Belgium.
Plessey's major semiconductor facilities are listed in Table 4.
© 1988 Dataquest Incorporated January
ESIS Volume III
The Plessey Company pic
Table 4
The Plessey Company Pic
Major Semiconductor Facilities
Location
Plessey Research (Caswell) Limited
Towcester,
Established:
Northamptonshire
Products:
The Plessey Company pic
Towcester,
Established
Northamptonshire
Products:
Technologies:
Size:
Swindon, Wiltshire
Established:
Products:
Capacity:
Size
Irvine, California
Established
Products:
Technology:
Capacity:
Description of Operation
1940
Process research for all Plessey semiconductor products. New fabrication
line is currently under construction.
A new 46,000-sguare-foot microelectronics research laboratory was
completed in 1984. The facility is
used for the research of submicron
microcircuits and computer-aided
design (CAD).
1940
Optoelectronic and microwave
GaAs, GaP, GaAsP
40,000 square feet
devices
1957
Bipolar digital and linear integrated
circuits
5,000 wafers/month, 3-inch wafers
110,000 square feet
1970
Semicustom design center, CMOS and
ECL gate arrays, Microcell semicustom
ICs, and hybrid manufacturing
facility. In 1986, Plessey doubled
the space of the marketing and
design center.
CMOS, ECL, low-power NMOS
No wafer fabrication. In October
1984, Plessey signed an agreement
with Silicon Development Systems to
supplement its existing center at
Irvine. Plessey will use additional
design locations in Boston and
Los Angeles, through this agreement.
(Continued)
ESIS Volume III
© 1988 Dataquest Incorporated January
The Plessey Company pic
Table 4 (Continued)
The Plessey Company Pic
Major Semiconductor Facilities
Plympton, Devon
Location
Description of Operation
Established:
Products:
Technologies:
1974
MOS integrated circuits
N-channel and P-channel, silicon gate
and metal gate, MOS, NMOS, and CMOS
8,000 wafers/month, 4-inch wafers
32,000 square feet. New clean room
built in 1985
Capacity:
Size:
Roborough, near
Plymouth, Devon
Established:
Products:
Technology:
Capacity:
Size:
1986. Investment was £31 million,
plus another £21 million for extra
equipment and facilities inside.
A second expansion phase is
planned for 1989.
Gate arrays
CMOS
12,000 6-inch wafers/month (as of
July 1987)
186,000 square feet
Source:
Dataguest
January 1988
fflCHLIGHTS
1987
Below is a synopsis of recently published highlights of Plessey's electronics
activities.
In May 1987, Plessey was poised to announce a £160 million order from the
Australian Ministry of Defense for the Raven tactical radio system. This is the largest
tactical radio contract ever awarded outside the United States.
© 1988 Dataquest Incorporated January
ESIS Volume III
The Plessey Company pic
In April 1987, Plessey announced that it expects to create more than 1,000 jobs in
the semiconductor area over the next five years. This is part of an ambitious
development plan to expand sales from the current £70 million to £350 million. Part of
the plan also includes the new £33 million facility at Roborough, near Plymouth, Devon,
for the manufacture of semicustom circuits.
In April 1987, Plessey's U.S. telecommunications subsidiary, Stromberg-Carlson
Corporation, announced profitability for the first time in years. In 1986, sales grew
28 percent, establishing the company in the U.S. telecommunications market.
In April 1987, Stromberg-Carlson Corporation won a $100 million digital telephone
exchange order from BellSouth. Approximately 100 rural exchanges were installed
throughout the southern United States, each with a capacity of about 6,000 lines.
In March 1987, British Telecom awarded a £64 million cooperative contract to
Plessey and GEC to supply 455,000 lines of System X equipment. Plessey and GEC have
agreed to jointly market the exchange, with each company focusing on specific areas. If
any orders are split between the two companies, then both would manufacture some of
the exchanges. The two companies have increased their R&D spending on the exchange
to $159 million annually for the next 15 years.
In March 1987, Plessey won the first major export order for System X when it
received a $24 million contract from Colombia for the digital exchange.
In February 1987, Telettra and Italtel, Italian telecommunications manufacturers,
approached Plessey and GEC with a view toward setting up an Anglo-Italian alliance for
telecommunications equipment manufacture. The two Italian companies have already
started similar discussions with Ericsson.
In February 1987, Plessey unveiled a 1-micron bipolar-technology process using
three layers of metal and a 5.25-micron line pitch. This process allows for up to
20,000 gates on a device, with maximum toggle frequency of 5.5 GHz and gate delays of
70ps. In 1988, the Company's strategy is to increase the layers from three to four, to
decrease the pitch to 3.5 microns, to increase the number of gates to 30,000, and to
reduce gate delays to 50ps. Samples are due in January 1988 and first production should
occur in December 1988. Finally, in mid-1989, the Company hopes to sample devices of
0.7 micron, with line pitch of 2.5 microns, 40,000 gates per device, a maximum toggle
frequency of 11 GHz, and gate delays of 35ps. Full production of this process is
envisaged in the summer of 1990.
In January 1987, Plessey and Westinghouse finalized their collaborative agreement
on airborne radar, air defense, air traffic control, naval radar, electronic warfare
systems, and advanced-technology research.
ESIS Volume III
© 1988 Dataquest Incorporated January
The Plessey Company pic
1986
In December 1986, Plessey failed to break into the French market with its System X
telephone exchange equipment. However, the French Minister of Posts and
Telecommunications indicated that other areas, such as cellular radio telephone systems
and private branch exchanges, may be open to the Company in France.
In November 1986, Plessey launched six new products at the Electronica show in
Munich, West Germany. These include the ELA 6000 family of ECL gate arrays and a
four-piece DSP chip set capable of 64-bit or higher accuracy.
In October 1986, Plessey announced the release of an intelligent bubble memory
subsystem for the VME bus.
In September 1986, Plessey ran the first 6-inch wafers produced at its new diffusion
plant at Roborough, near Plymouth, Devon.
In September 1986, Plessey and Valid Logic Systems announced a joint development
program that enables designers to use Plessey semicustom libraries on Valid workstations.
In August 1986, Plessey successfully fought off a £1.2 billion takeover bid by GEC.
The U.K. government finally ruled that the takeover would be against public interest, as
it would reduce competition in the United Kingdom.
In July 1986, Plessey announced that it would upgrade its gallium arsenide foundry
at Towcester so that it could manufacture faster devices.
In July 1986, Plessey and Burroughs established a cooperative marketing agreement
in advanced office automation systems. The agreement aims to link Burroughs' expertise
in mainframe computing and Plessey's skills in telecommunications to provide integrated
office networks where voice and data telephony can be combined in one system.
In July 1986, Plessey, CIT-Alcatel, and Italtel set up a £100 million project to
develop a module that will upgrade the three companies' public switches. Half the
funding will come from the Eureka program, and half from the companies themselves.
Dataquest's estimates of Plessey's European and worldwide semiconductor revenue
are given in Tables 5 and 6, respectively.
© 1988 Dataquest Incorporated January
ESIS Volume III
The Plessey Company pic
Table 5
The Plessey Company pic
Estimated European Semiconductor Revenue by Product Line
(Millions of Dollars)
19?2
1993
1984
1985
1986
Total Semiconductor
$35
$38
$51
$66
$78
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$34
8
13
13
$37
8
17
12
$45
9
23
13
$58
13
29
16
$65
16
30
19
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$ 1
$ 1
$ 6
$ 8
$13
Total Discrete
Transistor
Diode
Thyristor
Other
Total Optoelectronic
Source:
ESIS Volume III
The Plessey Company pic
Dataquest
January 1988
© 1988 Dataquest Incorporated January
The Plessey Company pic
Table 6
The Plessey Company pic
Estimated Worldwide Semiconductor Revenue by Product Line
(Millions of Dollars)
1982
1983
1984
1995
1986
Total Semiconductor
$53
$61
$82
$99
$112
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$50
19
14
17
$58
21
19
18
$75
27
26
22
$89
30
35
24
$ 96
32
37
37
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$ 3
$ 3
$ 7
$10
$ 16
Total Discrete
Transistor
Diode
Thyristor
Other
Total Optoelectronic
Source:
The Plessey Company pic
Dataquest
January 1988
OUTLOOK
Plessey's investment in the semiconductor sector over the last few years is paying
off. The Company is a pioneer of semiconductor development in the United Kingdom, as
well as one of the world leaders in telecommunications and defense electronics.
Plessey aims to maintain its present balance of semiconductor sales at about
80 percent merchant and 20 percent captive.
Over the next five years, Plessey Semiconductors expects to create more than
1,000 jobs. This will nearly double its present work force. The ultimate aim is to expand
sales from a current £70 million to £350 million.
10
© 1988 Dataquest Incorporated January
ESIS Volume III
Company Backgrounder by Dataquest
Samsung Electronics Company Ltd.
250, 2-Ka, Eulchi-Ro
Chung-Ku, Seoul, South Korea
Phone: (02) 751-2114
Fax: (02) 753-0967
Dun's Number: 68-775-0836
Date Founded: 1969
CORPORATE STRATEGIC DIRECTION
Samsung Electronics Company Ltd. (SEC), founded
in 1969 by the Samsung Group, began as a manufacturer of black-and-white televisions. In November
1988, SEC merged with Samsung Semiconductor and
Telecommunications Company. Today, SEC is a
worldwide supplier of consumer electronics products,
personal computers, semiconductors, factory automation systems, and telecommunications equipment.
SEC actively participates in the development of electronics industries worldwide. The company operates a
global business with six offshore plants, 22 subsidiaries, and 40 international branch offices. The company also actively works to expand its markets
through licensing of production technologies and the
Samsung brand name. SEC's strategy is to separate
goods and services into fields of technology to
improve international competitiveness. SEC continues
to expand its manufacturing, production, and R&D
facilities overseas.
Dataquest estimates that Samsung ranks 15th in total
semiconductor sales worldwide in 1990, holding a
2.3 percent market share based on estimated sales
totaling over US$1.3 billioa Samsung ranks fifth
worldwide in MOS memory, with annual sales estimated to be US$971 million and a market share of
7.4 percent
Dataquest believes that Samsung's business aggressiveness, coupled with South Korea's electronics
equipment recovery, should enable Samsung to
become Asia's number one semiconductor vendor in
1991. Dataquest anticipates that Samsung wiU focus
on developing microcomponents, application-specific
standard products business, and 4Mb DRAMs.
0011216
In the Asia/Pacific-ROW market, Samsimg continues
to narrow the distance behind Toshiba by pursuing a
diversification strategy of its semiconductor business.
Samsung's MOS memory sales dominated 18.7 percent of the Asian captive and merchant markets.
Samsung increased sales of MOS logic devices from
US$117 million in 1989 to US$142 million in 1990.
This 21 percent increase allowed Samsimg to surpass
Toshiba in Asia/Pacific-ROW by controlling a dominant 15.3 percent of the logic market
Although actual R&D expenditure is not given, SEC
reports that R&D spending is approximately 5 percent
of annual sales. In addition to its R&D activities in
South Korea, SEC is expanding R&D in the United
States and Japan. SEC employs over 2,700 scientists
and engineers in R&D activities worldwide. Total
employment as of December 31, 1990, was approximately 43,000.
More detailed information is available in Tables 1 and
2, which appear after "Business Segment Strategic
Direction" and present corporate highlights and revenue by region. Information on revenue by distribution
channel is not available. Tables 3 through 8 at the end
of this backgrounder present comprehensive financial
information. Complete financial data for 1990 were
not available at the time this report was written; thus,
1990 was not included in the financial tables.
BUSINESS SEGMENT STRATEGIC
DIRECTION
SEC is divided into five major business sectors: the
semiconductor business, the information systems
business, the computer and systems business, the
consumer electronics business, and the domestic sales
business.
©1991 Dataquest Incorporated October—Reproduction Prohibited
Samsung Electronics Company Ltd.
Semiconductors
SEC began developing semiconductor products in
1974 and currently produces over 3,000 types of
semiconductor products. Its memory products include
DRAMs, SRAMs, EPROMs/EEPROMs, and mask
ROMs. SEC also produces microcontrollers;
application-specific integrated circuits (ASICs),
including gate arrays, standard cells, and PC chip
sets; bipolar and MOS linear ICs; logic devices; and
transistors. The company's latest products include the
1Mb and 4Mb DRAMs, advanced linear ICs,
microprocessor peripheral devices, gate arrays, logic
famihes, high-efficiency MOSFETs, and power transistors.
The company's semiconductor segment headquarters
are in Seoul, with major manufacturing plants in
Bucheon and Kiheung, South Korea. Established in
1985, Samsung Semiconductor Inc., in San Jose,
California, develops and markets memory products
and microprocessor peripherals in the United States.
SEC also has ASIC design centers in Tokyo,
San Jose, and Seoul.
Information Systems
The company's information systems business segment
includes the following subsections: fiber-optic communications systems, switching systems, telecommunications equipment, computer and office automation
equipment, integrated communications systems, and
home automation and new media equipment
Fiber-optic communications systems consist of optical
fibers, optical cables, and optical transmission equipment. SEC products are used in long-distance
telecommunications applications such as fiber-optic
LAN systems, data computer networks, and optical
teleconferencing. They will also be used in South
Korea's future Integrated Services Digital Networks.
The switching systems segment produces electronic
switching systems. By the end of 1988, SEC had
installed more than 3.5 miUion electronic circuits in
South Korea. One of the most recent product
developments in this segment is SEC's TDX-1, a
digital switching system. In addition, SEC is developing data communications switching equipment,
known as private automatic branch exchange. Current
models include the SDX-L and COREX systems.
The telecommunications equipment segment is
responsible for developing and marketing SEC's telephone products. Product lines in this category include
cordless and cellular phones, key phone systems for
small business or branch office use, and facsimile
equipment.
The integrated communications systems group
produces LAN products, factory automation (FA) systems, integrated control systems (ICS), and building
automation systems. SEC uses its own FA and ICS
systems at its plants in Suwon and Kiheung, South
Korea. The Suwon plant is one of the world's largest
electronics integrated manufacturing complexes,
covering 370 acres and producing everything from
electronic parts and components to finished goods
such as audio/video products and home appliances.
Computer and Systems Business
SEC produces and exports various kinds of computers
including personal computers, mainframes, and supercomputers. The company also manufacdires computer
products and peripherals such as printers, monitors,
flexible, hard-disk drives, and workstations. In addition, SEC produces a wide range of office automation
equipment, including teletext recorders, copiers,
typewriters, electronic cash registers, and electronic
calculators.
SEC is also committed to the development of
integrated communications systems such as LANs,
FA, ICS, and building automation systems.
In 1991, Samsung Information Systems America Inc.
introduced its first UNIX-only product, the SCGS-19
X ^^ndow Systems Terminal, a 19-inch monochrome
X-terminal based on die Advanced Micro Devices
29000 RISC microprocessor. In addition, Samsung
announced the SystemMaster 486/33TE, a 33-MHz
UNIX-compatible version of its 80486-based EISA
engineering workstation and file server. Both
products are designed to be sold by UNIX VARs that
require a competitive, low-cost solution for technical
and high-end commercial applications.
Samsung Information Systems America also
introduced a new addition to its family of slim-line
IBM-compatible computers, the DeskMaster 386S/20.
The company also announced 40- and 60MB versions
of its NoteMaster 386S/16 notebook computer. The
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011216
Samsung Electronics Company Ltd.
addition of the DeskMaster 386S/20 to Samsung's
DeskMaster product line is in keeping with the company's commitment to provide corporate users with
hardware solutions that maximize the capabilities of
^^^dows 3.0. SEC's overall strategy is to increase its
share of the PC network hardware market, the area in
which these products are targeted.
electronic products. Video products include televisions, VCRs, and camcorders. Audio equipment
ranges from portable cassette players to conq>act disc
players to large home entertainment centers. The
home appUance segment produces microwave ovens,
washing machines, vacuiun cleaners, refrigerators,
and commercial vending machines, and freezers.
Consumer Electronics
Samsung also produces a variety of audio and home
appUance systems. SEC's line of audio equipment
ranges from miniature portable cassette players to
large home entertainment centers. SEC produces
many different types of home appUances, including
washing machines, vacuum cleaners, ulfrasonic
humidifiers and dehumidifiers, and microwave ovens.
The consumer electronics business segment is composed of several subsegments: industrial electronics
equipment, video equipment, audio equipment, and
home appliances.
The industrial electronics equipment segment
produces FA equipment The company produces a
variety of automated equipment including partsinsertion machines, carriers, industrial robots, printed
circuit board in-circuit testers, and line-monitoring
systems.
SEC's video, audio, and home apphance segments
produce the bulk of the company's consumer
0011216
Further Information
For further information on the company's business
segments, please contact Dataquest's Semiconductors
Asia service.
©1991 Dataquest Incorporated October—Reproduction Prohibited
Samsung Electronics Company Ltd.
Table 1
Corporate Highlights (Millions of U.S. Dollars)
1987
1988
1989
Three-Year Revenue
Percent Change
2,917.0
4,249.3
45.67
6,063.4
31.95
Capital Expenditure
Percent of Revenue
193.6
6.64
279.8
6.58
1,248.1
20.58
R&D Expenditure
Percent of Revenue
NA
0
NA
0
NA
0
Number of Employees
Revenue (US$K)/Employee
22,965
127
38,079
112
43,000
141
Net Income
Percent Change
Exchange Rate (US$1=W)
41.8
825.94
138.7
231.82
734.25
233.4
55.64
679.00
1990 Calendar Year
Ql
Q2
Q3
Q4
Quarterly Revenue
Quarterly Profit
NA
NA
NA
NA
NA
NA
NA
NA
NA = Not available
Source: Samsung Electronics Company Ltd.
Annual Reports
Dataquest (October 1991)
l^ble 2
Revenue by Geographic Region
(Percent)
Region
1987
1988
1989
North America
International
27.38
72.62
29.65
70.35
NA
NA
Source: Samsung Electronics Company Ltd.
Animal Reports
Dataquest (October 1991)
©1991 Dataquest Incorporated October—^Reproduction Prohibited
0011216
Samsung Electronics Company Ltd.
1991 SALES OFFICE LOCATIONS
SUBSIDIARIES
North America—8
Europe—7
Japan—2
Asia/Pacific-ROW—19
North America
MANUFACTURING LOCATIONS
North America
Ledgewood, New Jersey
Color televisions
Saddlebrook, New Jersey
Electronics
San Jose, California
Semiconductors
BiUingham, England
VCRs and microwave ovens
Estoril, Portugal
Color televisions
AsialPacific
Bangkok, Thailand
Video products
Bucheon, South Korea
Linear IC, ASIC IC, Logic IC, MOS IC, MICOM,
transistors
Kiheimg, South Korea
DRAM semiconductors
Kiuni, South Korea
Switching systems, telecommunications
equipment, fiber-optic communications systems
Suwon, South Korea
FA equipment, video, audio, cooUng/heating
systems, home appliances
Hjuana, Mexico
Color televisions
0011216
Electronics America Inc. (United States)
Electronics Canada Inc. (Canada)
Information Systems America Inc. (United
International Inc. (United States)
Semiconductor Inc. (United States)
Europe
Samsung Electronica Portuguesa SARL (Portugal)
Samsung Electronics Espanola S.A. (Spain)
Samsimg Electronics France (France)
Samsung Electronics GmbH (Germany)
Samsung Electronics Hungarian (Hungary)
Samsung Electronics Manufacturing UK (United
Kingdom)
Samsung Hectrooics UK Ltd. (United Kingdom)
Samsung Electronics Europe GmbH (Germany)
Japan
Europe
ROW
Samsung
Samsimg
Samsimg
States)
Samsung
Samsung
Samsung Electronics Japan Co. Ltd. (Japan)
ROW
Samsung Electronic Australia Pty Ltd. (Australia)
Samsung Electronic H.K. Co. Ltd. (Hong Kong)
Samsung Electronics Panama S.A. (Panama)
Samsung Electronics Ticaret A.S. (Turkey)
Samsung Maspion Indonesia (Indonesia)
Samsung Mexicana S.D. De C.V. (Mexico)
Thai-Samsung Electronics Co. Ltd. (Thailand)
ALLIANCES, JOINT VENTURES, AND
LICENSING AGREEMENTS
1991
Army Microsystems Inc.
Under a five-year agreement with Array
Microsystems, Samsung Electronics wiU manufacture high-performance digital signal processing
chips codeveloped by engineers from both Samsung and Array Microsystems. The design and
development will take place in the Array
©1991 Dataquest Incorporated October—^Reproduction I*rohibited
Samsung Electronics Company Ltd.
Microsystems headquarters in Colorado Springs,
Colorado, while the manufacturing wUl take place
at Samsung's manufacturing facilities in Bucheon,
near Seoul, Korea. The two companies will contribute a total of about $5 million to the joint
effort.
Genus Incorporated
Genus signed a joint-development pact with
Samsung Electronics Co. to develop advanced
tungsten processes for Samsung's coming 16Mb
and 64Mb DRAMs. Genus of Mountain "V^ew,
Cahfomia, will provide on-site support at Samsung's facility in Seoul to help Samsung develop
volume-production technologies for submicron
applications.
Hewlett-Packard Company
Samsung has an agreement with Hewlett-Packard
whereby Samsung will manufacture the PA-RISC
MPU and will develop other compatible devices
used to manufacture the HP Apollo 9000 Series
7000. (Also see Yokogawa Hewlett-Packard.)
Ingram Micro Inc.
Samsung Information Systems America signed a
distribution agreement with Ingram Micro, the
world's largest distributor of microcomputer
products. This deal makes Ingram Micro one of
Samsung's select distributors of personal computers, notebooks, peripherals, and color and
monochrome monitors.
Texas Instruments Inc.
Texas Instruments and Samsung Electronics Co.
signed a five-year cross-licensing agreement in
which both companies will pay royalties to each
other for the use of their respective patented memory chip technology. Texas Instruments expects
royalty payments from Samsung to gready exceed
the amounts received by TI imder the previous
agreement, which expired at the end of 1990.
Yokogawa Hewlett-Packard (YHP)
By the end of 1991, YHP will begin to market a
low-end version of the "HP Apollo 9000 Series
700" RISC station, which will be manufactured
by Samsung Electronics Co. (Also see HewlettPackard.)
1990
Applied Materials Inc.
Applied Materials has a joint-development agreement with SEC on advanced plasma etch process
development and production support using Applied
Materials' Precision 5000 Etch system. The agreement follows an earlier one in May 1990 between
the two on chemical vapor deposition process
development with Samsimg's Kiheung Research
and Development Center. The new agreement is
aimed at meeting Samsung's current and future
requirements in production fabs, and covers virtually all of Applied Materials' etch technologies,
including single-crystal silicon, polysilicon,
tungsten siUcide, and silicon oxide etching.
Mass860
Intel and five of its largest customers—Alliant,
IBM, Okidata, Olivetti Systems, and Samsung
Electronics—^formed a consortium called M]ass860
to speed up porting of useful applications to Intel's
i860 RISC microprocessor. Besides promoting a
standard ABI for a wide range of hardware platfoims using the i860, the Mass860 program will
provide software developers with porting help,
technical support, and joint market opportunities.
Sequa
Samsung will jointly develop nonstop minicomputers with Sequa. Samsung will supply die computers on an OEM basis to Sequa and will market
them in South Korea.
Sequoia Systems Inc.
Sequoia Systems and SEC have agreed to terms of
an OEM contract in which Samsung will resell
Sequoia's fault-tolerant computers and pay for
development of a new low-end UNIX-based computer. The new machine will be marketed under
the Samsung name in South Korea.
Skydata Inc.
Skydata of Melbourne, Florida, and two other
companies—Matra of Paris, France, and
Samsung—have agreed to jointiy develop a complete line of satellite and data communication
products and systems. Matra will be responsible
for marketing Skydata products and systems in
Europe, the Middle East, and Africa. Skydata will
be responsible for product development and marketing for the remainder of the world, while
Samsung will be involved in manufacturing.
Teradyne Inc.
Teradyne and SEC have agreed to joindy develop
a next-generation memory test system targeted at
16Mb and 64Mb DRAMs. Samsung will help
characterize the system's capabilities and
parameters; Teradyne wUl design the hardware and
software.
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011216
Samsung Electronics Company Ltd.
USSR
Samsung Electronics will develop an assembly
factory for VCRs, CRTs, and microwave ovens
near Moscow. SEC will also export $500 million
worth of semifinished VCRs and $1 billion worth
of parts and equipment to the Soviet Union.
Novell Inc.
SEC signed an agreement with Novell to market
LAN hardware systems with Novell's NetWare.
Samsung Information Systems America and
Novell comarketed the PC terminal and file servers
until August 1989, at which time Samsung became
the sole distributor of the servers.
1989
Hewlett-Packard Company (HP)
SEC licensed HP's RISC-based Precision
Architecture (PA). SEC will manufacture the
HP-PA chips for use in HP and third-party systems. In return for manufacturing the chips, SEC
gains advanced CMOS technology and a version
of the UNIX operating system.
IBM Corporation
SEC and IBM signed a cross-Ucensing agreement
for semiconductor technology. In addition, SEC
and IBM signed an agreement giving SEC access
to IBM's personal computer patents.
Intergraph Corporation
SEC was signed as the first alternate source for
Intergraph's CUpper microprocessor, a 32-bit RISC
chip. Samsung also has worldwide marketing
rights for the processor.
Microsoft Corporation
Samsimg licensed Microsoft's PostScript software
for iise with its printer products.
USSR
Samsimg agreed to export $81 million worth of
semifinished and finished VCRs to the USSR.
MERGERS AND ACQUISITIONS
In November, 1988, SEC merged with Samsung
Semiconductor and Telecommunications Company.
KEY OFFICERS
Jin-Ku Kang
Chairman and chief executive officer
Kwang-Ho Kim
President, Semiconductor Business
Yong-Moon Jung
Executive vice president. Information Systems
Sun-Doo Hwang
Executive vice president. Domestic Operations
Young-Soo Kim
Executive vice president. Computers and Systems
Jong-Yong Yun
Executive vice president, Consimier Electronics
1988
Ixys
SEC signed a licensing agreement with Ixys to
produce power MOSFETs and smart-power ICs
developed by Ixys.
NCR Corporation
SEC and NCR signed a technology licensing and
exchange agreement that gives Samsung access to
NCR's 1.5- and 2-micron CMOS ASICs. NCR
will have access to manufacture and market SEC's
64K and 256K SRAMs. As part of the agreement,
SEC will also Ucense NCR's ASIC design software for workstations, NCR's high-density ROMs,
and will be able to subhcense the NCR products to
SEC customers.
00U216
PRINCIPAL INVESTORS
Samsung life Insurance—8.7 percent
Lee Kun Hee—8.5 percent
Samsung Company—4.2 percent
FOUNDERS
The Samsung Group
©1991 Dataquest Incorporated October—Reproduction Prohibited
Samsung Electronics Company Ltd.
Table 3
Balance Sheet
Fiscal Year Ending in December
(Millions of U.S. Dollars)
Balance Sheet
Cash
Receivables
Maiketable Securities
Inventory
Other Current Assets
1987
98.6
362.1
5.2
224.7
70.7
1988
200.6
512.4
18.7
615.1
198.3
1989
79.6
512.0
2.8
865.9
127.7
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
Total Current Liabilities
Long-Term Debt
Other Liabilities
761.3
438.9
176.8
1,377.0
886.5
151.2
71.8
1,545.1
1,662.2
418.6
3,625.9
1,597.9
1,051.2
261.9
1,587.9
2,107.6
589.5
4,285.0
1,506.9
1,413.6
309.3
1,109.5
NA
84.1
50.6
132.8
2,910.2
NA
266.8
130.4
318.5
3,229.8
27.5
268.9
244.8
513.9
267.5
715.7
1,055.2
1,377.0
3,625.9
4,285.0
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity
Retained Earnings
Total Shareholders' Equity
Total Liabilities and Shareholders' Equity
NA = Not available
Soince: Samsimg Electronics Company Ltd.
Annual Reports
Dataquest (October 1991)
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011216
Samsung Electronics Company Ltd.
Table 4
Consolidated Income Statement
Fiscal Year Ending in December
(Millions of U.S. Dollars, except Per Share Data)
Consolidated Income Statement
1987
1988
Revenue
Domestic Revenue
International Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
2,917.0
798.6
2,118.4
2,480.5
NA
265.9
193.6
55.4
1.90
NA
41.8
13.9
4,595.1
1,408.6
3,186.5
3,762.9
NA
440.6
302.5
188.4
4.10
NA
138.7
36.2
6,063.4
2,370.80
3,692.6
4,554.3
NA
789.7
1,248.1
293.6
4.84
NA
233.4
36.5
9.50
0.01
15.90
8.24
0
13.42
14.08
0
28.91
825.94
734.25
679.00
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate (US$1=W)
NA = Not available
0011216
1989
Soutce: Samsung Electronics Company Ltd.
Annoal Rqxnts
Dataquest (October 1991)
©1991 Dataguest Incotporated October—Reproduction Prohibited
Samsung Electronics Company Ltd.
Table 5
Balance Sheet
Fiscal Year Ending in December
(Billions of Won)
1987
81.5
299.0
4.3
185.6
58.4
1988
136.2
347.9
12.7
417.7
134.6
1989
628.8
362.6
146.1
1,049.1
1,128.7
284.2
1,137.5
2,462.0
1,078.1
1,431.1
400.3
2,909.5
Total Current Liabilities
Long-Term Debt
Other Liabilities
732.3
124.9
59.3
1,084.5
713.8
177.8
1,023.2
959.8
210.0
Total Liabilities
Common Stock
Other Equity
Retained Earnings
916.5
69.5
41.8
109.7
1,976.1
181.1
88.5
216.3
221.0
485.9
2,193.0
182.6
166.3
349.0
716.5
1,137.5
2,462.0
2,909.5
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equity
54.0
347.6
1.9
587.9
86.7
Source: Samsung Electronics Company Ltd.
Annual Repotts
Dataquest (October 1991)
10
©1991 Dataquest Incorporated October—Reproduction Prohibited
0011216
Samsung Electronics Company Ltd.
Table 6
Consolidated Income Statement
Fiscal Year Ending in December
(Billions of Won, except per Share Data)
Consolidated Income Statement
Revenue
Domestic Revenue
International Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
1987
1988
1989
2,381.3
650.2
1,731.2
2,048.9
NA
219.7
159.9
45.8
1.92
NA
34.5
13.9
3,028.2
905.7
2,122.6
2,555.0
NA
299.2
205.4
127.9
4.22
NA
101.8
36.2
4,006.8
1,499.6
2,507.3
3,092.4
NA
536.2
847.4
199.4
4.98
NA
158.5
36.5
7.89
0.24
15.90
5.98
0.56
13.42
9.56
0
19.63
Source: Samsniig Electronics Coiiq>any Ltd.
Annual Repoits
Dataqoest (October 1991)
Tkble 7
Key Financial Ratios
Fiscal Year Ending in December
Key Financial Ratios
Liquidity
Current (Times)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue (W K)/Employee
Capital Spending % of Assets
Exchange Rate (US$1=W)
NA s Not available
0011216
1987
1988
1989
0.86
514.83
331.44
414.81
0.97
506.67
223.19
406.68
1.05
406.06
142.79
306.06
0.03
0.16
1.45
0.04
0.21
3.36
0.05
0.22
3.96
0
6.71
22,965
104
14.06
825.94
0
6.78
38,079
80
8.34
734.25
0
21.15
43,000
93
29.13
679.00
Source: Samsong Electronics Conq>any Ltd.
Annual Repoits
Dataqoest (October 1991)
©1991 Dataquest Incorporated October—^Reproduction Prohibited
11
Semikron International
BACKGROUND AND OVERVIEW
Semikron International was founded in 1951, in Nuremberg, West Germany, by
Dr. Fritz Martin and several executives from ITT Semiconductors. Initially established
to produce selenium rectifiers, the Company has grown to be a profitable worldwide
operation. The Company relies on niche products, technological excellence, and
maximum flexibility for the customer. Tables 1 and 2 give Dataquest estimates of
Semikron's European and worldwide semiconductor revenue, respectively.
Table 1
Semikron International
Estimated Eur(q>ean Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
Total Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
Total Discrete
Transistor
Diode
Thyristor
Other
Total Optoelectronic
1983
1994
3-99?
1996
1987
$25
0
0
0
0
$27
0
0
0
0
$30
0
0
0
0
$43
0
0
0
0
$49
0
0
0
0
$25
0
9
10
6
$27
0
10
10
7
$30
0
11
11
8
$43
0
17
13
13
$49
0
19
15
15
0
Source: Dataquest
January 1989
ESIS Volume III
0002205
© 1989 Dataquest Incorporated January
Semikron International
Table 2
SemikrcMi Intemati<»al
Estimated Worldwide SemioMiductor Revenue by Product Line
(Millions of U.S. Dollars)
al Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
Total Discrete
Transistor
Diode
Thyristor
Other
Total Optoelectronic
1993
1994
199?
1990
1987
$36
$40
$48
$72
$79
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$36
0
12
14
10
$40
0
14
15
11
$48
0
18
17
13
$72
0
28
22
22
$79
0
30
26
23
0
0
0
0
0
Source :
Dataque;St
January 1989
PRODUCTS AND MARKETS SERVED
From early production of selenium rectifiers, the Company has specialized in the
development of semiconductor rectifiers, thyristors, assemblies (bridge rectifiers), and
other specific power products. Semikron has a strong capability in, and a flexible
approach to packaging, a key area in high-power discrete devices.
Dataquest believes that the major market outlets for Semikron's products are
industrial electronic end-equipment makers, consumer electronics houses, and other
end-user segments.
OUTLOOK
Semikron has estalished itself as a leader in a specialized area of the merchant
semiconductor market. The Company aims to maintain this position by being innovative
and flexible. Dataquest believes that Semikron will continue growing steadily and that
its reputation will be enhanced, both by this and by operating results, which have shown a
profit for every year of operation to date.
© 1989 Dataquest Incorporated January
ESIS Volume HI
0002205
SGS-Thomson Microelectronics
BACKGROUND AND OVERVIEW
SGS-Thomson Microelectronics B.V. (SGS-Thomson) was formed on May 21, 1987,
and results from the combination of the total semiconductor business of IRI-STET and
the civil semiconductor business of Thomson-CSF. The Company is owned 50 percent by
Thomson-CSF, 45 percent by IRI, and 5 percent by its subsidiary, IRI-Finmeccanica. The
Company is registered in Amsterdam, The Netherlands. The Company employs
approximately 17,000 people worldwide at 18 factories, 7 R&D centers, 13 design
centers, 42 direct sales offices in 20 countries, and more than 600 representatives and
distributors worldwide.
Table 1 lists the locations of these facilities.
Table 1
Location of SGS^-Thomson Facilities
Total Revenue
1988: $1,085 million (1987: $859 million)
Employees
17,000
Factories
18
France: Grenoble, Maxeville (Nancy), Rennes,
Rousset (Aix-En-Provence), Tours
Italy: Agrate (Milan), Castelletto (Milan), Catania
Malaysia: Muar
Malta: Kirkop, S. Gwann
Morocco: Casablanca (2 factories)
Singapore: Ang Mo Kio, Toa Payoh
U.S.A.: Dallas, Montgomeryville (Philadelphia),
Phoenix
Advanced R&D Centers
7
France: Grenoble, Rousset (Aix-En-Provence), Tours
Italy: Agrate (Milan), Castelletto (Milan), Catania
U.S.A.: Dallas
France: Grenoble, Rennes, Paris (Gentilly)
Italy: Agrate (Milan)
Germany: Grafing, Munich
Malaysia: Singapore
Sweden: Stockholm (Kista)
U.K.: London (Marlow)
U.S.A.: Dallas, Montgomeryville (Philadelphia),
Phoenix, Santa Clara
Design Centers
Sales Offices
42 direct sales offices in 20 countries, more than
600 reps and distributors
Source:
ESIS Volume III
0003912
© 1989 Dataquest Incorporated June
SGS-Thomson
Dataquest
June 1989
SGS-Thomson Microelectronics
In the last 18 months, Mr. Pasquale Pistorio, the Company's president and CEO,
restructured the Company. SGS-Thomson closed or sold five factories and reorganized
its production by shifting approximately 100 processes. Since January 1, 1988, the
Company has been acting as a single unit. The Company's 1988 results were good—sales
grew approximately 26 percent, productivity increased from $44,000 per employee to
$62,000 per employee in the last 18 months, and there was a small operating profit of
$2.2 million. Although small in real terms, the profit is significant because it shows a
reversal in the Company's performance from the day of its creation.
In 1988, approximately 20 percent of total sales was spent on R&D, and 17.6 percent
was spent on capital investments. R&D efforts are focused on high-growth market
segments, while a high level of cooperation is being maintained in national and European
R&D programs like ESPRIT, RACE, and Eureka.
In October 1988, SGS-Thomson, Philips, and Siemens reached an agreement over the
launch of the ECU 3.8 billion (US$4.2 billion) joint research and development program
called Joint European Submicron Silicon (JESSI). However, some remaining issues still
have to be resolved, such as funding from the European Commission's ESPRIT programs,
and the identity of other participants in parts of the program, which is expected to
include smaller semiconductor companies, users, and suppliers from all over Europe.
Products and Markets Served
In 1988, SGS-Thomson's semiconductor revenue was mainly in Europe (60.0 percent)
followed by the United States (21.3 percent), Asia/Pacific (17.7 percent), and Japan
(1.0 percent). By end use, the split was as follows: Industrial (24 percent), computer
(19 percent), consumer (19 percent), telecommunications (25 percent), automotive
(10 percent), and military (3 percent).
Although sales in Japan are small, that country has the same footing in the
Company's organizational structure as any other region.
SGS-Thomson's worldwide and European semiconductor activities are illustrated by
product line in Tables 2 and 3, respectively.
The Company's product range includes standard ICs, dedicated ICs, discrete
products, semicustom ICs, and subsystems. Table 4 lists the Company's main product
licenses and cooperation agreements with other companies.
© 1989 Dataquest Incorporated June
ESIS Volume III
0003912
SGS-Thomson Microelectronics
Table 2
SGS-Thomson
Estimated Worldwide Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
19H
1985
1986
1987
1988
$545
$539
$700
$859
$1,085
Total Integrated Circuit
Bipolar Digital
MOS
Linear
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
$646
20
344
282
$
Total Discrete
Transistor
Diode
Thyristor
Other
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
$213
113
44
28
28
Total Semiconductor
831
20
459
352
254
142
68
44
0
Total Optoelectronic
N/A := Hot Available
Table 3
SGS-TlKjmson
Estimated Eurcpean Semiconductcn* Revenue by Product Line
(Millions of U.S. Dollars)
1984
1985
1986
1987
1988
$343
$370
$468
$537
$650
Total Integrated Circuit
Bipolar Digital
MOS
Linear
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
$397
14
209
174
$483
11
262
210
Total Discrete
Transistor
Diode
Thyristor
Other
N/A
N/A
N/A
N/A
0
N/A
N/A
N/A
N/A
0
N/A
N/A
N/A
N/A
0
$140
65
31
20
24
$167
85
50
32
0
Total Semiconductor
Total Optoelectronic
N/A = Not Available
Source:
ESIS Volume III
0003912
© 1989 Dataquest Incorporated June
Dataquest
June 1989
SGS-Thomson Microelectronics
Table 4
SGS-Thomson Main Licenses and Agreements
Main Technology and Product Licenses
Motorola: MPUs-MCUs
Zilog: MPUs-MCUs
LSI-Logic; Gate arrays
NSC: MCUs
Lattice: GAL family
Cadence: CAD
Main Product Cooperation Agreements
Toshiba: High-speed CMOS
National Semiconductor: Telecom ISDN
Philips: Power package
Oki: DRAM manufacturing
Source:
SGS-Thomson
Dataquest
June 1989
OUTLOOK
The corporate goal is to be a profitable and viable broad-range supplier of
semiconductors and subsystems. This goal implies operating on a worldwide basis on the
merchant market and growing to be, and remaining, among the top 10 suppliers in the
world.
The Company has a five-year expansion program, to expand to between 4 and
5 percent of the worldwide market by 1993. Sixty-five percent of the funding for this
program is expected to come from internal resources, the rest is to come from further
equity injections by shareholders and from the banks.
SGS-Thomson grew 26.3 percent in 1988 over 1987. The Company believes there is
room to grow without any new portfolios. However, in order to be among the leaders,
SGS-Thomson must have DRAMs and 32-bit microprocessors. Later this year, the
Company hopes to make a decision on how to incorporate DRAMs into the product
portfolio (through strategic alliances or other means). As far as microprocessors are
concerned, the Company hopes to have the resources through the acquisition of InMOS.
To date, SGS-Thomson has signed a letter of intent to purchase InMOS. If the Company
is successful in its acquisition, it would be the first step into the personal computer
market.
© 1989 Dataquest Incorporated June
ESIS Volume III
0003912
Siemens AG
Wittelsbacherplatz 2, D-800 Munich
Federal Republic of Germany
Telephone: Oil 49 89 234-0
Fax: 234-42 42
Dun's Number: 31-606-7164
Date Founded: 1847
CORPORATE STRATEGIC DIRECTION
Informationssysteme AG had a loss of DM 348 milhon (U.S.$216 milUon) worldwide.
Siemens AG provides a comprehensive range of
products from electronic components to office and
telecommunication systems, and from production
equipment, power, and medical engineering to transportation systems and automotive electronics.
Siemens has positioned itself as a global company
with sales to its domestic German market accounting
for 45 percent and sales to the rest of world accounting for 55 percent of total worldwide sales in fiscal
1990. Currendy, Siemens' operations in the United
States exceed 10 percent of total sales.
In October 1990, the activities of Dr.-Ing Rudolf Hell
GmbH were transferred to Linotype AG. Siemens,
which was the parent company of HeU, holds a
minority interest in the company, which has been
renamed Linotype-HeU AG. The two companies
together will have an estimated annual revenue of
approximately DM 500 miUion (U.S.$310.4 million).
This makes the company one of the largest electronic
prepress companies in the industry.
Siemens AG is one of the world's major electrical
engineering and electronics companies with 1990
sales of DM 63.1 billion (U.S.$39.2 billion). (Percentage changes refer only to DM amoimts; U.S.$ percentage changes wiU differ because of fluctuations in
Dataquest exchange rates.) According to Dataquest,
in 1990 semiconductor sales totaled DM 2.0 billion
(U.S.$1.1 billion). This ranks Siemens as Europe's
third-largest semiconductor company. Its data and
information systems sales of DM 7.7 billion
(U.S.$4.8 biOion) rank the company as one of the
world's largest information systems vendors. And
with pubhc and private telecommunication equipment
sales of DM 13.8 billion (U.S.$8.6 billion), Siemens
is one of the world's largest telecommunication
vendors.
In April 1990, Siemens acquired a majority interest
of common stock in Nixdorf Computer AG. On
October 1, 1990, the Data and Information Systems
Group was integrated into Nixdorf to form Siemens
Nixdorf Informationssysteme AG (SNI). The integration of Siemens and Nixdorf represents a major
expansion of the company. Although the company
plaimed to increase business volume by nearly
DM 6 biUion (U.S.$3.7 billion), in April 1991,
Siemens AG aimounced that Siemens Nixdorf
0011569
In October 1990, Siemens acquired 49 percent
interest in Maimesmann TaUy GmbH, a computer
printer manufacturer. This places Europe's printer
industry in a very strong positioiL Maimesmann Tally
was quick to maximize on the broadened range of
products by introducing a new printer that was
designed-by-Siemens AG.
In November 1990, Siemens acquired a 50 percent
stake in Stromberg-Carlson Corporation, a U.S. telephone exchange business from GEC Plessey
Telecommunications Ltd. (GPT). Siemens merged its
Siemens Private Commimication Systems Inc. with
Stromberg-Carlson to create Siemens StrombergCarlson and became one of the largest U.S. public
network equipment suppliers.
In addition, several structural changes took place
within the company. The former Peripherals and Terminals Group was dissolved as of April 1, 1990; its
fields of operation were assigned to units involved in
related product hnes.
Currendy, Siemens AG has 13 business groups, 2
special divisions, and 1 legally independent unit. The
13 business groups include: Industrial and Building
©1991 Dataquest Incorporated November—^Reproduction Prohibited
1
Siemens AG
Systems, Drives and Standard Products, Automation,
Automotive Systems, Power Generation (KWU),
Power Transmission and Distribution, Semiconductors, Medical Engineering, Public Communication
Networks, Passive Components and Electron Tubes,
Private Communication Systems, Defense Electronics, and Transportation Systems. The two special
divisions are Audio and Video Systems and Electromechanical Components; the legally independent
imit is Osram GmbH.
Siemens' strategy is to further enhance its position in
Europe in aU important sectors of electrical engineering and electronics while continuing to build a broad
business base in the United States. Siemens' goal in
the new German states is to achieve the same market
position that it enjoys iu the western part of the
country. Over the next few years, Siemens plans to
invest more than DM 1 billion in the new German
estates and to employ locally some 25,000 to 30,000
people in research and development, production, distribution, installation, and service. Ehiring 1990, Siemens employed 373,000 people worldwide, which is
a 2 percent increase from 1989.
Siemens' sales by business segment, excluding intersegment sales, were as follows for fiscal 1990: Power
Generation, 5.8 percent; Power Transmission and
Distribution, 5.0 percent; Industrial and Building Systems, 7.6 percent; Drives and Standard Products,
6.3 percent; Automation, 5.5 percent; Data and Information Systems, 7.7 percent; Private Communication
Systems, 4.8 percent; Defense Electronics;-1.1 percent; Transportation Systems, 1.2 percent; Automotive Systems, 1.8 percent; Medical Engineering,
6.6 percent; Public Communication Networks,
9.1 percent; Semiconductors, 2.0 percent; Passive
Components and Electron Tubes, 1.7 percent; Electromechanical Components, 0.8 percent; Audio and
Video Systems, 0.1 percent; Osram, 2.6 percent; Hell,
1.0 percent
Total revenue increased by 20.7 percent to
DM 63 biUion (U.S.$39.2 bilUon) in fiscal 1990 from
DM 61 billion (U.S.$32.5 billion) in fiscal 1989. Net
income increased 23.5 percent to DM 1.7 billion
(U.S.$1.1 billion) in fiscal 1990 from DM 1.5 bilUon
(U.S.$931 miUion) in fiscal 1989.
Research and development expenditure totaled
DM 7.0 billion (U.S.K3 billion) in fiscal 1990,
representing 6.9 percent of revenue. Capital spending
totaled DM 7.0 bUHon (U.S.$4.4 billion) in fiscal
1990, representing 7.0 percent of revenue. In fiscal
1990, approximately 43,000 employees worldwide
were engaged in R&D activities. About 90 percent of
the R&D work was carried out by the operating
groups, while the remaining 10 percent was done by
the Corporate Research and Development and the
Corporate Production and Logistics Division.
More detailed information is available in Tables 1 and
2, which appear after "Business Segment Strategic
Direction" and present corporate highlights and revenue by region. Information is not available on revenue by distribution chaimel. Tables 3 through 7 at the
end of this backgrounder present comprehensive
financial information. The financial information does
not include Nixdorf Computer AG because its consohdation will not be completed until the 1990 to
1991 fiscal year.
BUSINESS SEGMENT STRATEGIC
DIRECTION
Data and Information Systems
The activities of Data and Information Systems were
transferred to Siemens Nixdorf Informationssysteme
AG in October 1990. ^ t h a spectrum ranging ftom
notebook PCs to advanced mainframes, from
organizational-isolutions for offices and plants to networks for large companies with global operations,
Siemens Nixdorf Iirformationssysteme AG is the
largest European computer manufacturer.
The Data and Information Systems segment
contributed significantly to Siemens' overall growth
in 1990. New orders increased 15 percent to
DM 7.5 billion (U.S.$4.7 billion) and sales increased
28 percent to DM 7.7 billion (U.S.$4.8 billion) from
1989. This growth was significanfly higher than the
industry average and increases were registered in both
domestic and international markets. Siemens believes
that a major share of this favorable business was
attributable to BS2000-driven, general-purpose computers. For the third straight year, the MX300 and
MX500 Sinix computer families led both German and
European markets for multiuser computers using the
UNIX operating system. The company's market position for special systems, such as point-of-sale terminals, also continued to grow.
©1991 Dataquest Incorporated November—^Reproduction Prohibited
0011569
Siemens AG
Mainframes
The 7500 Series of general-purpose computers using
the BS2000 operating system offers a broad spectrum
ranging in performance from 1 to 100 mips, covering
desktop units to large general-purpose computers. The
BS2000, with its high degree of upward compatibiUty, is seen as a main foundation for development and
has been merged with BASF's plug-compatible marketing arm to fonn Coinparex. Siemens is attempting
to gain more market share in the IBM mainframe
market.
Midrange
Growth in the MX300 and MX500 Sinix computer
famihes led both Grerman and European markets for
multiuser computers using UNIX operating systems.
The MX300 and MX500 systems can coimect up to
24 and 64 terminals, respectively. During 1990, the
WX200 Sinix workstation was one of the new
products introduced. Siemens suppUed one of the
largest supphers of UNIX-based multiterminal systems in Europe.
Personal Computers
MS-DOS PC sales ahnost doubled during fiscal 1990.
Growth was especially high in the high-performance
category. This was, in part, the result of developing a
highly regarded line of fiiUy MS-DOS-compatible PC
models. The two main lines are the PC D-2, which is
based on the Intel 80286 processor, and the PC D-3,
which is based on the 80386 processor.
Industry Standards
Siemens strongly supports European data processing
standards and was a founding member of the X Open
group of European Companies working on development of a common appUcations environment
crucial standards-making committees of the CCll'l'. It
is strongly entrenched in Eiu-ope and has a solid
reputation for weU-engineered and well-manufactured
products. It also has developed an expertise in ISDN.
Siemens plans to install 200,000 lines in the former
East Germany and to acquire a large share of this
market.
In 1990, ROLM Systems, which develops and
manufactures communications systems, was
integrated into Siemens Private Commimication Systems Inc. (SPCS). ROLM Company, however, is a
joint venture that is equally owned by IBM Corporation and Siemens. It distributes the communications
systems in the United States manufactured by ROLM
Systems.
PBX
In October 1990, Siemens reorganized its PBXrelated communications businesses in the United
States. This created a new company called Siemens
Private Communication Systems Inc. This new company includes ROLM Systems, Tel Plus Communications and Siemens' interest in ROLM Company, a
50-50 joint venture with IBM. ROLM is the third
largest PBX supplier in the United States, with
14.0 percent market share, while Siemens ranks sixth
witii 3.9 percent SPCS will include a PBX development division, a manufacturing plant, and the Gold
Seal Dealer marketing and government sales units.
Part of the new company will also include such
support functions as financial controls, strategic planning, market research, and marketing communications.'During 1990, the company's business in Spain
and the Netherlands developed particularly well.
ISDN
Although the peripherals and terminals accoimted for
about one-fifth of the Peripherals and Terminals
Group business in 1989, the activities were transferred to Data and Information Systems of Siemens
Nixdorf Informationssysteme during 1990. The strongest growth was in personal computers, fax machines,
office printers, and telephone terminals, especially
digital feature phones.
This btisiness is expected to grow because of the
computer-aided telephony access to ISDN. Smaller
systems and worldwide networking are examples of
services that offer additional benefits. In an effort to
avoid problems, including interoperability, that have
stood in the way of the acceptance of ISDN, an
agreement was made between AT&T, Northern Telecom, Inc., and Siemens Stromberg-Carlson to implement key ISDN standards. The companies hope that
the service may be extended to nuUions of users by
the end of 1992.
Telecommunication
Digital Public Telephone Switching System
In the telecommunication business, Siemens has a
global presence as a participant or leader in all of the
Siemens entered into alliances in eastern Germany
with former state-owned businesses, including a
Peripherals and Terminals
0011569
©1991 Dataquest Incorporated November—Reproduction Prohibited
Siemens AG
Leipzig plant that will manufacture public telephone
switching systems (EWSD). The merger of
Stromberg-Carlson with U.S.-based Siemens Communication Systems Inc. provided additional market
share in the United States. During fiscal 1990, 107
telecommunication administrators worldwide ordered
EWSD exchanges. A total of approximately 28 million lines were ordered or delivered, which is an
increase of approximately 50 percent over fiscal
1989. In addition, the first contract for the installation
of a digital telephone network was signed in the new
German states.
Defense
In the defense sector, the acquisition of Plessey operations strengthened its competitive position. The
integration of two British companies, Siemens Plessey Defence Systems Ltd. and Siemens Plessey Radar
Ltd., provided Siemens with local production facilities in two of Europe's key regional markets—Great
Britain and Germany.
Higher sales volumes were generated primarily by the
Patriot air defense missile system. Siemens is the
general contractor in charge of adapting Patriot for
German defense requirements. Current political
developments are expected to cause substantial
changes in the structures of NATO and the German
Federal Armed Forces and will, therefore, affect
previously planned development and procurement
projects.
Semiconductors
Siemens reached a technological level equal to that of
its major competitors with the Mega Project, its
megabit DRAM development project Although shipments of 4Mb DRAMs doubled during 1990, revenue
dropped because of falling prices. During fiscal 1990,
the semiconductor business was marked by a dramatic fall in memory prices and fierce competition,
precipitated by excess capacity on the world market
and the declining exchange rates of the dollar and the
yen.
In fiscal 1990, the Semiconductor group's new
orders decreased 12 percent to DM 2.1 billion
(U.S.$1.2 billion) and sales decreased 12 percent to
DM 2.0 biUion (U.S.$1.1 billion). Siemens attributes
this drop in revenue to the dramatic fall in semiconductor prices, fierce competition, and the declining
exchange rates of the dollar and the yen.
In addition, IBM and Siemens signed an agreement to
manufacture 16Mb DRAM chips at IBM's facility in
Corbeil-Essonnes, France. Production is to begin at
the end of 1991, with output set for the second half of
1992.
Further Information
For further information about the company's business
segments, please contact the appropriate Dataquest
industry service.
©1991 Dataquest Incorporated November—^Reproduction Prohibited
0011569
Siemens AG
Table 1
Five-Year Corporate Highlights (Millions of U.S. Dollars)
1986
1987
1988
1989
1990
Five-Year Revenue
Percent Change
21,669.6
1.17
28,572.8
31.86
33,356.2
16.74
32,514.9
(2.52)
39,245.3
20.70
Capital Expenditure
Percent of Revenue
3,155.8
6.71
2,951.7
5.74
2,927.0
4.93
4,187.4
6.85
4,388.8
6.95
R&D Expenditure
Percent of Revenue
2,488.9
5.29
3,450.6
6.71
3,640.4
6.13
3,656.9
5.98
4,335.4
6.86
Number of Employees
Revenue ($K)/Employee
359,000
60.36
359,000
79.59
353,000
94.49
365,000
89.08
373,000
105.22
679.3
30.71
708.3
4.28
781.5.1
10.32
838.8
7.34
1,036.0
23.51
2.17
1.80
1.78
1.88
1.61
Net Income
Percent Change
Exchange Rate (U.S.$1=DM)
1990 Fiscal Year
Ql
Q2
Q3
Q4
Quarterly Revenue
Quarterly Profit
NA
NA
NA
NA
NA
NA
NA
NA
Source: Siemens AG
Aimual Reports
Dataquest (November 1991)
NA = Not available
Table 2
Revenue by Geographic Region (Percent)
Region
Germany
International
1987
1986
45
55
_.
-49.
51
1988
.. ,„ . 52 48
1989
1990
47
53
45
55
Source: Siemens AG
Aimual Reports
Dataquest (November 1991)
0011569
©1991 Dataquest Incorporated November—Reproduction Prohibited
Siemens AG
1990 SALES OFFICE LOCATIONS
North America—^70
Europe—88
Asia^acific—^25
Japan—2
ROW—60
MANUFACTURING LOCATIONS
Infonnation is not available.
SUBSIDIARIES
i^orih America
Nixdorf Computer Corporation
Siemens Automotive Ltd. (Canada)
Siemens Electric Ltd. (Canada)
Siemens Automotive L.P. (United States)
ROLM Systems (United States)
Siemens Private Communication Systems Inc.
(United States)
Siemens Components Inc. (United States)
Siemens Energy & Automation Inc. (United States)
Siemens Information Systems (United States)
Siemens KWU Inc. (United States)
Siemens Medical Systems Inc. (United States)
Europe
ATEA N.V. (Belgium)
Dr.-Ing Rudolf Hell GmbH (Germany)
Duewag AktiengeseUschaft
Heimaim GmbH (Germany)
Interatom GmbH (Germany)
Nixdorf AG (Switzerland)
Nixdorf Computer AG (Germany)
Nixdorf Computer France S.A. (France)
Nixdorf Computer Ges.m.b.H. (Austria)
Nixdorf Computer Ltd. (England)
Nixdorf Computer S.A (Spain)
Nixdorf Computer A.G. (Switzerland)
NRG Nuklearrohr-Gesellschaft GmbH (Germany)
Osram GmbH (Germany)
Ostram Ltd. (England)
Osram S.A. (France)
Osram S.A. (Spain)
Osram-GEC Ltd. (United Kingdom)
Osram Societa Ruinite Osram Edison-Qerici S.p.A.
(Italy)
Rofin-Sinar Laser GmbH (Germany)
Siemens AB, Stockholm (Sweden)
Siemens A.E., Elektrotechnische Projekte und
Erzeugnisse (Greece)
Siemens AG Osterreich (Austria)
Siemens-Albis AG (Switzerland)
Siemens A/S (Denmark)
Siemens A/S, Oslo (Norway)
Siemens Automotive S.A (France)
Siemens BeteUigungen AG (Switzerland)
Siemens-Elema AB (Sweden)
S i e m e n s F i n a n z i e r u n g s g e s e l l s c h a f t furr
Informationstechnik GmbH (Germany)
Siemens Ltd., Dublin (Ireland)
Siemens Ltd., London (United Kingdom)
Siemens Matsushita Components GmbH & Co.
(Germany)
Siemens Miet- und Portfolio- GmbH &, Co. OHG,
(Germany)
Siemens Nederland N.V. (Netherlands)
Siemens Osakeyhtio (Finland)
Siemens pic (England)
Siemens Plessy Electronic Systems Ltd. (England)
Siemens S.A. (Belgium)
Siemens S.A. (France)
Siemens S.A., Lisbon (Portugal)
Siemens S.A., Madrid (Spain)
Siemens_Sj).A. (Italy)
Siemens Telecomunicazioni S.p.A. C^taly)
Siemensstadt-Gnmdstucksverwaltung GmbH & Co.
(Germany)
Sietec Siemens-Systemtechnik imd Portfolio GmbH
& Co. (Germany)
Simko Ticaret ve Sanayi (Turkey)
Turk Siemens Kablo ve Elektrik Sanayii A.S.
CHirkey)
Vacuumschmelze GmbH (Grermany)
Japan
Siemens K.K. (Japan)
ROW
Equitel S.A. (Argentina)
Osram Argentina S.A.C.I. (Argentina)
Osram do Brasil-Companhia de Lampadas Electricas
S.A. (Brazil)
©1991 Dataquest Incorporated November—Reproduction Prohibited
0011569
Siemens AG
Osram S.A. de C.V. (Mexico)
Siemens Components (Pte.) Ltd. (Singapore)
Siemens Components Sdn. Bhd. (Malaysia)
Siemens Ltd. (AustraUa)
Siemens Ltd. (India)
Siemens Pakistan Engineering Co. Ltd. (Pakistan)
Siemens Ltd. (South Africa)
Siemens S.A. (Columbia)
Siemens S.A. (Venezuela)
Siemens S.A. de C.V. (Mexico)
Siemens S.A., Sao Paulo (Brazil)
Siemens S.A.I.C.F.I.yM. (Argentina)
Siemens Western Finance N.V. (Netherlands Antilles)
Taicom Systems Ltd. (Taipei)
ALLIANCES, J O I N T VENTURES, AND
LICENSING AGREEMENTS
1991
Appian Technology
Appian Technology signed an agreement to supply
Siemens with custom VGA graphics boards for a
range of personal computers.
PBX will supply customers with ISDN-LAN
connections.
IBM Corporation
IBM and Siemens signed a contract to build a
factory that wiU manufacture 16Mb DRAM
microprocessors at an estimated cost of $7(X) million. The facility is planned to be located in
CorbeU-Essonnes. The agreement leaves room for
additional partners providing the plant produces
more microprocessors than the two companies
need themselves. As part of the agreement Siemens will use the chips in specialized products,
while IBM wiU use the chips in its own machines.
Matsushita Electric Industrial Company Ltd.
Matsushita and Siemens Nixdorf Informationssysteme AG signed an alliance to exchange personal computers in Europe. Siemens will sell Matsushita notebook computers under its own name,
and Matsushita will seU Siemens machines under
its Panasonic trade name in Europe. Under the
agreement, the equipment wiU be jointly developed
by both companies' R&D operations in their
respective countries.
Motorola Incorporated
Motorola and Siemens agreed to joindy market
equipment for contracts imder a $30 billion European cellular network.
AT&T, Siemens Stromberg-Carlson, and Northern
Telecom Inc.
Nippon Telephone and Telegraph (NTT)
An agreement was developed among AT&T, SieNTT selected Siemens to participate in the
mens Stromberg-Carlson, and Northem Telecom
development of the \^sual. Intelligent and Personal
Inc. These companies will begin to implement
program. Fiber optic cables and the asynchronous
ISDN standards in order to extend the service to
transfer mode principle will be the technological
minions of users by 1992.
.. . . —basis of-vaiieus services for speech, text, data, and
pictures.
China Great Wall Industry
Siemens signed an agreement that allows two facStorage Technology Corporation
tories to build the Hicom 3(K) private branch
Storage Technology and Siemens Nixdorf agreed
to merge their nonimpact printer operations in the
exchange system. The agreement was signed with
United States in a joint venture that became operaChina Great Wall Industry and permits each of the
tional in January 1991. Siemens Nixdorf owns 51
factories to produce up to 100,(XX) subscriber lines
percent, and Storage Technology owns 49 percent
per year within 4 years.
GPT Ltd.
GPT Ltd. and Siemens AG merged their British
PABX distribution operations to create a joint venture. GPT Sales and Service and Siemens Communications Systems are being merged to form GPT
Communications Systems. Siemens will have a
50 percent ownership.
Gandalf Technologies
Siemens and Gandalf Technologies have agreed to
jointly market Gandalf's communications server
and Siemen's PBX. Under the agreement,
Gandalf's Starmaster server and Siemen's Hicom
0011569
SynOptics Communications Inc.
Siemens signed a three-year OEM agreement with
SynOptics Communications (Santa Clara, California) in which Siemens wiU market LAN products
such as concentrators, ethemet, and token-ring
connections in Europe.
1990
VEB Robotron
Siemens and VEB Robotron plan to enter into a
joint venture. The software and computer systems
company will be based in Dresden.
©1991 Dataquest Incorporated November—^Reproduction Prohibited
Siemens AG
BB-Data GeseUschaft
Siemens and BB-Data GeseUschaft fuer
' Infonnations-und Kommumkationssysteme are to
cooperate in marketing the BB-Data Domino
CASE tool. The companies also will jointly market
tools for Computer Reverse Engineering (CARE).
Siemens will support BB-Data in the development
of further Domino products.
Digital Equipment Corporation, Hewlett-Packard
Company, IBM Corporation, Unisys Corporation
Siemens has established worldwide PBX and computer teaming alliances with Digital Equipment,
Hewlett-Packard, IBM, and Unisys to provide
voice/data solutions to end users.
SGS-Thompson
Siemens and SGS-Thompson agreed to cooperate
in the field of high-performance microcontrollers.
The objective is to provide a comprehensive and
integrated common solution for high-end 8-bit and
16-bit MCU applications. Siemens and SGSThompson also entered into a cooperative agreement wherein both companies agreed to act as
second sources for each other's high-performance
microcontrollers in 8-bit and 16-bit applications.
Unitrode
Siemens and the Micro Networks Division of Unitrode entered into a licensing agreement. Under the
agreement, Micro Networks wiU sell Siemens'
high-speed flash A/D converters. The licensing
agreement initially covers the purchase and repackaging of Siemens' 6-bit and 8-bit, 75-MHz to
300-MHz sampling A/Ds.
Chinon Industries Inc.
Siemens and Chinon Industries entered into an
agreement to cooperate in the development,
production, and marketing of peripherals for PCs
and of communications devices. The companies
also plan to cooperate in the development of
facsimile machines and image scanners.
VEB Numerik Karl Mark, VEB Niles, WMV
International Handelgesellschaft
Siemens, VEB Numerik Karl Mark, VEB NUes,
and WMV International Handelgesellschaft will
form a joint venture to produce electrical and
electronic machine tool equipment.
Analogy Inc.
Siemens and Analogy entered into an OEM agreement. Under the terms of the agreement, Siemens
i
wiU market and support Saber as an OEM product
worldwide, integrated with its SIGRAPH-EL
product line.
General Electric Aerospace, Thompson-CFS,
Thorn EMI
Siemens, General Electric Aerospace, ThompsonCFS, and Thorn EMI signed a memorandum of
' understanding establishing a consortium known as
Euro-Art. The consortium will develop an
advanced groimd-based weapons-locating radar for
the armed forces of France, Germany, and the
United Kingdom.
MAP Deutschland
Siemens and MAP Deutschland entered into a
cross-licensing pact covering Siedcon connector
and RV-100-4 transfer systems for the connectors.
The products are produced by the Electromechanical Component Divisions of the respective companies with Siemens manufacturing the connectors
and MAP producing the transfer system.
Rational
Siemens and Rational are to cooperate on the Ada
programming language for computer-aided
software engineering (CASE). The move is
intended to help both companies expand in the
CASE sector.
Coming
Siemens and Coming have agreed to joindy
develop passive fiber-optic transmission compo—aents that will-help iMing optical communications
technology to the home.
1988 to 1989
MIPS Corporation
Siemens bought MIPS' design for the newest
32-bit RISC microprocessor.
BASF (Comparex)
BASF agreed to manage Siemens' IBMcompatible, non-Fujitsu-based mainframes.
Iskra
The companies are manufacturing telecom equipment (EWSD).
ROLM Systems
Siemens acquired this telecom product marketing
and servicing company.
©1991 Dataquest Incorporated November—Reproduction Prohibited
0011569
Siemens AG
Advanced Integrated Circuit Design Aids (AIDA)
AIDA is developing semiconductor technology.
M E R G E R S AND ACQUISITIONS
AMD
The companies are developing a common chipsets
for ISDN. AMD second sources Siemens' 80515
and 82258 DM A controllers.
JESSI
Siemens participates in JESSI to develop semiconductor technology with Philips and Thomson.
Megaproject
Siemens is developing DRAMs and SRAMs with
Philips.
Open Software Foundation (OSF)
Siemens joined this UNIX development standards
group.
'Toshiba and General Electric
The companies are participating in the development of standard cell libraries.
Acer
The companies have an OEM agreement to resell
the mdustrial PC 16-05.
Apollo
The companies have an OEM agreement covering
die bottom end of midrange computers.
Fujitsu
The companies have an OEM agreement to resell
the MX500 processor and VP Series of vector
processors.
NEC
The companies have an OEM agreement to resell
die NEAX2400 PBX.
Sequent
The companies have an OEM agreement to resell
UNIX equipment and products.
Taylorix
Siemens manufactures PCs for resale.
Toshiba
Siemens is licensed to manufacture 1.2-micFon
CMOS 1Mb DRAMs.
Zenith
The companies have an OEM agreement to resell
80286-based laptops.
0011569
1991
Anlagenbau Teltow
.. Siemens confirmed that it will buy Anlagenbau
Teltow, the BerUn-based electrical components
manufacturer.
Cardion Electronics Inc.
Siemens acquired Cardion Electronics Inc. from
Ferranti International of England. The company
manufactures and markets commercial and defense
electronic navigation systems. The new name of
the company is Cardion Inc.
EG&G Inc.
EG&G Inc. of Wellesley, Massachussetts, signed a
letter of intent to acquire a majority interest in
Heimann, subsidiary of Siemens AG. Heimann
GmbH is a producer of optoelectronic devices
based in Wiesbaden, Germany.
Ferranti Business Communications
Ferranti Business Communication was acquired by
Siemens. Siemens will relocate the firm to its new
site in Manchester.
GPT
Siemens Communications Systems and GPT Sales
and Services, the largest UK telecommunications
• manufacturer, have agreed to merge their British
distribution companies for computerized switchboards. Siemens and GEC will each indirectiy own
17 percent of the venture directly with the
remainder coming through its 40 percent stake of
GPT. The venture will be financially consolidated
into GPT, which wUl own 83 percent
Relcon
Relcon, producer of electronic drive systems, has
been acquired by ASI, a Siemens division that is
involved in drive and switchboard technology. \^a
Relcon products, Siemens aims to increase it presence in the electronic drive systems markets in the
United States and Mexico.
Texas Instruments Inc.
Texas Instruments Inc. signed a letter of intent to
sell its Industrial Controls unit to Siemens Corp.
Included in the sale are TI's products, facilities
equipment, and sales/support activities.
©1991 Dataquest Incorporated November—Reproduction Prohibited
Siemens AG
1990
Dr.-Ing Rudolf Hell GmbH
Linotype AG acquired Dr.-Ing, parent company
being Siemens. Siemens will be the largest shareholder, with 33 1/3 percent of the stock.
GPT Ltd.
GPT Ltd. and Siemens AG merged their ,.U.S.
operations. The new company is called Siemens
Stromberg-Carlson. Siemens and GPT will each
own 50 percent.
Mannesmann Tally GmbH
Siemens acquired Mannesmann, a computer printer
manufacturer, and merged it into Siemens' Office
Products Division. Mannesmann is now 51 percent
owned by Mannesmann AG and 49 percent by
Siemens AG.
Nixdorf Computer
Siemens AG acquired 78 percent of Nixdorf Computer. The new company, a majority-owned subsidiary of Siemens called Siemens-Nixdorf Informationssyteme AG, combines the Siemens data
and information systems activities with those of
Nixdorf.
1989
ROLM Company
Siemens acquired ROLM from IBM.
The Plessey Company
In partnership with Britain's General Electric Company (GEC), Siemens acquired The Plessey Company, an electronics firm based in Dford, Essex,
England.
KEY OFFICERS
Karlheinz Kaske, Dr.-Ing.
President and CEO
Karl-Hermann Baumann, Dr.rer.oec.
" Executive vice president. Corporate Finance
Heinrich von Pierer, Dr. jur.
Vice chairman
Hermann Franz
Executive vice president. Corporate Planning and
Development
Claus Kessler, Dr.-Ing
Executive vice president. Corporate Production
and Logistics
Hans-Gerd Neglein
Executive vice president, regional administrator
Hans Baur, Dr.-Ing
Executive vice president
Klaus Barthelt, Dr.-Ing.E.h.
Executive vice president
Horst Langer, Dr.-Ing
Executive vice president
PRINCIPAL INVESTORS
Information is not available.
1988
Allied Signal Inc.
Siemens AG acquired Bendix Electronics Group
from AlUed Signal Inc. to strengthen its position in
the automotive electronics market
10
FOUNDERS
Information is not available.
©1991 Dataquest Incorporated November—Reproduction Prohibited
0011569
Siemens AG
Table 3
Balance Sheet
Fiscal Year Ending September 30
(Millions of U.S. Dollars)
Balance Sheet
Cash*
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity*
Retained Earnings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equity
Exchange Rate (U.S.$1=DM)
*Other capital is paid-in coital.
NA = Not available
0011569
1987
1988
1989
0
" • 6,644.2
NA
1,119.4
10,013.8
17,777.4
5,701.4
741.5
0
•8,141.1
NA
1,009.4
12,805.6
21,956.1
7,467.2
1,067.8
24,220.3
30,491.1
0
-8,858.4
NA
2,200.6
13,465.2
24,524.2
7,653.4
1,315.2
33,492.7
0
10,206.5
10,364.5
3,663.6
963.0
25,197.7
7,394.3
1,661.4
34.253.3
1990
00
11,907.0
9,743.1
4,542.9
2,304.8
28,497.8
8,978.9
2,554.3
40,031.1
1,914.9
11,088.0
3,955.3
16,958.2
21.3
1,085.5
2,690.0
3,465.3
7,262.0
1,958.9
14,334.1
5,139.6
21,432.6
25.7
1,324.4
3,348.0
4,360.4
9,058.5
2,193.5
16,021.7
5,370.9
23,586.1
26.0
1,349.0
3,445.4
5,086.2
9,906.6
2,248.3
16,388.5
5,747.7
24,384.4
24.6
1,299.8
3,471.6
5,072.8
9,868.9
2,520.6
19,773.7
6,831.7
29,126.0
28.7
1,591.4
4,590.7
4,694.2
10,905.1
24,220.3
30,491.1
33,492.7
34,253.3
40,031.1
2.17
1.80
1.78
1.88
1.61
1986
Source: Siemens AG
Annual Reports and Fonns 10-K
Dataquest (November 1991)
©1991 Dataquest Incorporated November—Reproduction Prohibited
11
Siemens AG
Table 4
Consolidated Income Statement
Fiscal Year Ending September 30
(Millions of U.S. Dollars, except Per Share Data)
Consolidated Income Statement
Revenue
Domestic
International
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate (U.S.$1=DM)
-
12
1986
21,669.6
10,184.3
11,485.3
25,508.3
2,488.9
9,807.1
3,155.8
1,245.6
5.75
46.00
679.3
48.0
1987
28,572.8
13,896.1
14,676.7
20,478.9
3,450.6
12,715.5
2,951.7
1,443.3
5.05
50.00
708.3
48.6
1988
33,356.2
17,278.1
16,111.8
23,552.8
3,640.4
13,397.3
2,927.0
1,390.4
4.17
44.00
718.5
48.9
1989
32,514.9
15,132.4
17,382.4
13,409.6
3,656.9
13,778.8
4,187.4
1,482.8
4.56
43.00
838.8
49.8
1990
39,245.3
17,609.9
21,635.4
16,618.0
4,335.4
16,762.8
4,388.8
1,753.5
4.47
43.00
1,036.0
52.2
14.01
5.53
143.59
2.17
13.94
6.11
177.56
1.80
15.11
6.18
193.48
1.78
15.74
6.65
190.74
1.88
18.45
8.07
199.94
1.61
Source: Siemens AG
Annual Reports and Fonns 10-K
Dataquest (November 1991)
©1991 Dataquest Incorporated November—Reproduction Prohibited
0011569
Siemens AG
Table 5
Balance Sheet
Fiscal Year Ending September 30
(Millions of Deutsche Marks)
Balance Sheet
Cash*
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
1986
1987
1988
1989
1990
0
14,418.0
0
2,429.0
21,730.0
38.577.0
12,372.0
1,609.0
0
14,654.0
0
1,817.0
23,050.0
23,050.0
39,521.0
1,922.0
0
15,768.0
0
3,917.0
23,968.0
43,653.0
13,623.0
2,341.0
0
19,188.2
19,485.3
6,887.6
1,810.5
47,371.6
13,901.2
3,123.4
0
19,170.3
15,686.4
7,314.1
3,710.7
45,881.5
14,456.1
4,112.4
Total Assets
52,558.0
54,884.0
59,617.0
64,396.2
64,450.0
4,155.4
24,060.9
8,583.0
36,799.4
46.2
2,355.5
5,837.3
7,519.6
15,758.6
3,526.1
25,801.3
9,251.3
38,578.7
46.2
2,383.9
6,026.4
7,848.8
16,305.3
3,904.5
28,518.6
9,560.2
41,983.3
46.2
2,401.2
6,132.9
9,053.4
17,633.7
4,226.8
30,810.3
10,805.6
45,842.7
46.2
2,443.7
6,526.7
9,536.9
18,553.5
4,058.1
31,835.7
10,999.0
46,892.8
46.2
2,562.2
7,391.1
7,557.7
17,557.2
52,558.0
54,884.0
59,617.0
64,396.2
64,450.0
2.17
1.80
1.78
1.88
1.61
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity*
Retained Earnings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equity
Exchange Rate (U.S.$1=DM)
*OtheT capital is paid-in coital.
0011569
Souice: Siemens AO
Annual Reports and Forms 10-K
Dataquest (Novembor 1991)
©1991 Dataquest Incorporated November—Reproduction Prohibited
13
Siemens AG
Table 6
Consolidated Income Statement
Fiscal Year Ending September 30
(Millions of Deutsche Marks, except Per Share Data)
Consolidated Income Statement
Revenue
Domestic
International
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate (U.S.$1=DM)
1986
1987
1988
1989
1990
47,023.0
22,100.0
24,923.0
55,353.0
5,401.0
21,281.3
6,848.0
2,703.0
5.7
46.00
1,474.0
48.0
51,431.0
25,013.0
26,418.0
36,862.0
6,211.0
22,887.9
5,313.0
2,598.0
5.1
50.00
1,275.0
48.6
59.374.0
30,755.0
28,679.0
41,924.0
6,480.0
23,847.2
5,210.0
2,475.0
4.2
44.00
1,391.0
48.9
61,128.0
28,449.0
32,679.0
25,210.8
6,875.0
25,904.2
7,872.4
2,787.6
4.6
43.00
1,577.0
49.8
63,185.0
28,352.0
34,833.0
26,754.9
6,980.0
26,988.1
7,066.0
2,823.1
4.5
0
1,668.0
52.2
30.40
12.00
311.60
2.17
25.10
11.00
319.60
1.8
26.90
11.00
344.40
1.78
29.60
12.50
358.60
1.88
29.70
13.00
321.90
1.61
Source: Siemens AG
Annual Reports and Foims 10-K
Dataquest (November 1991)
Table 7
Key Financial Ratios
Fiscal Year Ending September 30
Key Financial Ratios
Liquidity
Current (Times)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue (DM K)/Employee
Capital Spending % of Assets
Exchange Rate (U.S.$1=DM)
1986
1987
1988
1989
9.28
333.52
26.37
233.52
11.21
336.60
21.63
236.60
11.18
338.09
22.14
238.09
11.21
347.08
22.78
247.78
11.31
367.09
23.11
26.09
0.06
0.09
3.13
0.04
0.08
2.48
0.04
0.08
2.34
0.05
0.08
2.58
0.04
0.10
2.64
11.49
14.56
359,000
130.98
28.27
12.08
10.33
359,000
143.26
17.42
2.17
10.91
8.77
353,000
168.20
15.56
1.8
11.25
12.88
365,000
167.47
22.98
1.78
11.05
11.18
373,000
169.40
17.65
1.88
1990
Source: Siemens AG
Annual Reports and Forms 10-K
Dataquest (November 1991)
14
©1991 Dataquest Incorporated November—Reproduction r*rohibited
0011569
MciMst
Sony Corporation
7-35, Kitashinagawa 6-chome
Shinagawa-ku
Tokyo 141, Japan
Telephone: (03) 448-2111
Fax: (03) 448-2244
Dun's Number: 04-065-3636
Date Founded: 1946
CORPORATE STRATEGIC DIRECTION
Sony Corporation, founded in Tokyo in 1946, is one
of the world's leading manufacturers of video and
audio equipment, televisions, displays, semiconductors, computers, computer peripherals, factory automation equipment, and engineering workstations.
Sony's business philosophy is to provide innovative
and attractive products to its customers worldwide.
Sony is one of Japan's leaders in global marketing; it
had ¥3.6 trillion (IJ.S.$25.6 billion) in revenue for the
fiscal year ended March 31, 1991. Because of its
strong international customer base, the company is
especially susceptible to fluctuations in international
trade markets. The Gulf War, which occurred during
fiscal 1991, had severe repercussions in the world
economy and directly affected Sony's performance.
The United States entered a recession in the second
half of the year, the European economy evidenced
sluggish performance, and the Japanese economy
faced higher interest rates. Even with this difficult
environment, Sony attained the highest sales and
profit figures in the company's history. Sony points to
strong growth in its electronics and entertainment
industries as the key factors in its growth.
Sony's long-term strategy to improve product performance and meet customer expectations includes the
following policies:
• In consumer electronics, Sony will strive to
accelerate the development and marketing of
attractive and original products. Expansion will
occur in such areas as high-definition television
(HDTV) products and information-related equipment for the home.
• In industrial electronics, Sony will seek to
strengthen its operations in broadcast- and
professional-use videocassette recorders and players (VTRs) and displays while addressing a varied
0012422
spectrum of market needs. Other areas of targeted
growth include recording media, semiconductors,
electronic components, computer systems, information processing, and telecommunications.
• Sony will intensify its activities in the entertainment field by strengtiiening its music and imagebased software operations, and by creating synergy
with its electronics business. Efforts will be centered on Sony Music Entertainment Inc. (known
before January 1, 1991, as CBS Records Inc.) and
Columbia Pictures Entertainment Inc.
• Sony has committed to a companywide efficiency
upgrade in aU areas of business, as well as to the
promotion of more efficient allocation of the company's capital, personnel, and management
resources.
• Sony will seek to bring aU facets of its overseas
operations, including procurement of components,
R&D, production, and marketing, in closer contact
with local communities.
Sony's ¥3.6 tiillion (U.S.$25.6 billion) total revenue
for the year ended March 31, 1991, represents an
increase of 27.11 percent over the year ended March
31, 1990. The increase in sales was led by a
178.4 percent increase in filmed entertainment revenue. Television sales increased 33.2 percent, video
equipment sales grew 23.7 percent, and audio equipment sales increased 23.5 percent. Growth of
30.6 percent in the other products group can be
attributed to the strong growth of information-related
equipment (Percentage changes refer to U.S. dollar
amounts.)
Sony is an international company with 26.3 percent
of its sales occurring in Japan, 29.2 percent in the
United States, 28.1 in Europe, and 16.4 percent in all
other regions. Europe posted the highest growth rate,
iucreasing sales 43.9 percent, while the United States
grew 24.4 percent and other international maikets
grew 37.3 percent The Japanese market grew at a
significantiy lower rate of 10.9 percent
©1992 Dataquest Incorporated January—^Reproduction Prohibited
I
Sony Corporation
Net income increased 13.7 percent to ¥116.9 billion
(U.S.$829.3 million) in fiscal year 1991 from
¥102.8 billion (U.S.$654.8 million) for fiscal 1990.
Sony employed approximately 112,900 people in
1990, an increase of 18.1 percent over the 1990
year-end total of 95,600 employees.
R«&D expenditure increased 24.6 percent to
¥205.8 bilUon (U.S.$1.2 billion) for the year ended
March 31, 1991, fi-om ¥165.2 biUion (U.S.$1.2 bilUon) in the year ended March 31, 1990. R&D
represented 5.7 percent of revenue for the year ended
March 31, 1991. Capital expenditure for the year
ended March 31, 1991, increased 27.1 percent from
the previous year's ¥323.8 billion (U.S.$2.3 bilhon)
to ¥411.7 billion (U.S.$2.9 billion), representing
11.4 percent of total revenue. The increased expenditure primarily was used for expanding production
facilities for semiconductors; image-based devices
such as color picture tubes; magnetic products; and
audio and video equipment. About 35 percent of the
capital development expenses were appropriated for
overseas facilities. Sony intends to maintain a high
level of capital investment and expects next year's
expenditure to exceed this year's figure.
Sony's pohcy is to base its manufacturing operations
in markets where its products are sold. By doing this,
Sony brings its products closer to customers and
avoids trade problems and exchange rate variations.
Accordingly, Sony maintains its principal manufacturing facihties in Japan, the United States, and Europe.
In January 1991, Sony Music Entertainment Inc.
(SMEI) and a subsidiary of Time-Warner Inc. formed
The Columbia House Company, a 50:50 partnership
consisting of the former Columbia House Division of
SMEI. Columbia House is a direct marketer of music
and home video products in the United States and
Canada.
In November 1989, Sony purchased Columbia Pictures Entertainment, adding image-based software to
its software business. This purchase emphasized
strengthening of the company's software operations
primarily through the record and video business.
On January 5, 1988, Sony purchased CBS Records
Inc. and now holds 100 percent of the shares. The
U.S.$2 billion (¥256.5 billion) acquisition was based
on Sony's beUef in the important relationship between
the software and hardware sides of the consumer
electronics business.
More detailed information is available in Tables 1 and
2, which appear after "Business Segment Strategic
Direction" and present corporate higUights and revenue by region. Information on revenue by distribution
channel is not available. Tables 3 through 7 at the end
of this backgrounder present comprehensive financial
information.
BUSINESS S E G M E N T STRATEGIC
DIRECTION
Lines of Business
Video Equipment
The video equipment product group revenue totaled
¥908 biUion (U.S.$6.4 bilhon) for die year ended
March 31, 1991, or 25.1 percent of sales. Products
include VTRs, video cameras, camcorder systems,
videotapes, optical videodisk players, and highdefinition video systems.
Audio
Equipment
The audio equipment product group revenue totaled
¥883 billion (U.S.$6.2 biUion) for the year ended
March 31, 1991, or 24.4 percent of total sales.
Products include tape recorders, audiotapes, cassette
players, car stereos, amplifiers, tuners, turntables,
speaker systems, CD players, digital audiotape (DAT)
recorders, headphones, microphones, and compact
discs.
Music
Entertainment
Sony's music entertainment business reported revenue
of ¥474 bilUon (U.S.$3.4 bUUon) for the year ended
March 31, 1991, or 13.1 percent of total revenue.
Performers on the Sony label include Mariah Carey,
New Kids on the Block, George Michael, BiUy Joel,
Michael Bolton, Gloria Estefan, the Vaughan
Brothers, and Harry Connick, Jr.
TV
Equipment
Sony's television product group reported revenue of
¥553.4 bUUon (U.S.$3.9 bilUon) for the year ended
March 31, 1991, or 15.3 percent of total revenue. Key
products include color TVs and monitors, projection
TVs, JumboTRON, direct broadcasting sateUite
reception systems, and security systems.
©1992 Dataquest Incorporated January—^Reproduction Prohibited
0012422
Sony Corporation
Filmed
Entertainment
Sony's filmed entertainment reported revenue of
¥257 billion (U.S.$1.8 billion), or 7.1 percent of sales
for the year ended March 31, 1991. Fiscal 1991 fihn
releases included Total Recall, Look Who's Talking
Too, Misery, Awakenings, Postcards from the Edge,
and Flatliners,
Other Products
The groups producing other products reported revenue of ¥543 billion (U.S.$3.8 billion) for the year
ended March 31, 1991. Key products include the
3.5-inch microfloppy disk systems, microcomputers,
workstations, CD-ROM systems, information
processing systems, semiconductor devices, electronic
components, dictating machines, word processors,
induction cooking ranges, telephones, telecommunications systems, factory automation systems, batteries, accessories, and audio and video software.
Company Positioning
Computer Storage
Sony was one of the leading flexible disk drive
(FDD) vendors in 1990. Dataquest estimates that
Sony maintained its market leadership in the worldwide 3.5-inch FDD market with a 25 percent market
share and $226.5 million ia factory revenue. We
estimate that Sony shipped 5 million 3.5-inch disk
drives in 1989. In the worldwide overall FDD
(3.5-inch and 5.25-inch) market, Sony dropped from
third in 1989 to fourth in 1990, with a market share of
13.6 percent. Sony continues to emphasize the
3.5-inch market, beginning production of 3.5-inch
drives in Malaysia in May 1990.
According to Dataquest estimates, Sony ranked first
in the optical disk drive market in 1990 Avith
$125.6 million in factory revenue and a 36.2 percent
market share. Sony dominates the rewritable market
in optical disk drives with 49.0 percent of the market,
39,200 units shipped, and $49 miUion in factory
revenue. Sony also moved up to second in the
12-inch write-once, read-many (WORM) drive market with a 29.9 percent market share and
$19.4 million in factory revenue.
Sony has entered the 3.5-inch rigid disk drive market
Dataquest expects Sony to offer a broad range of
rigid drives with capacities between 40MB and
200MB and access times of less than 20ms.
0012422
Workstations
Sony Microsystems was formed in February 1988 to
market Sony's NEWS workstation, a 32-bit UNIX
workstation designed primarily for software development appUcations. Dataquest estimates that Sony had
6.6 percent of the worldwide workstation market
share for calendar 1989. Dataquest estimates that
Sony ranked fourth in the entry-level workstation
market with U.S.$137.2 million m factory revenue for
1989. Dataquest also estunates that Sony ranked third
in the Japanese workstation market, with a 9.8 percent market share and $133.7 million in factory
revenue.
In May 1990, Sony introduced its laptop NEWS
workstation to the European market and later to the
Japanese market Sony had two major design goals
for its new workstation, as follows:
• The same level of performance and fimctionahty as
the NEWS desktop workstation
• Compatibility with NEWS software and hardware
products
The laptop workstation is priced between $10,000
and $15,000 and is targeted toward the technical user
with a requirement for a transportable, fuUy functional techiucal workstation.
In 1989, Sony introduced a RISC-based workstation
using MIPS R3000 processors. Sony expanded its
NEWS line to include lower-priced models, and highperformance 32-bit CPU versions. Sony added
desktop publishing software to the NEWS line of
workstations.
Personal Computers
In July 1991, Sony released a new PalmTop series of
personal computers, featuring the abiUty to input
characters witii a ligjit pen. The PTC-300, weighing
in at 35Sg, offers significant improvements in portability. Sony does not market its computers in the
United States and held less than 1 percent of the
worldwide PC market, according to Dataquest
estimates.
Semiconductors
Sony began marketing semiconductors in 1984 and
currentiy produces a range of devices, including static
random-access memory (SRAM) chips, chargecoupled devices (CCDs), and bipolar ICs for consumer audiovisual equipment In capital expansion,
Sony completed a new wing at Sony Nagasaki Corporation with a clean room for the manufacture of
©1992 Dataquest Incorporated January—Reproduction Prohibited
Sony Corporation
SRAMs and other leading-edge semiconductor
devices and a design center for large-scale integration
(LSI) technologies. In addition, Sony began operations at its first overseas semiconductor manufacturing facility, Sony Semiconductor (Thailand) Company Ltd., which will center on the assembly of
bipolar ICs.
Sony ranks 19th in the total worldwide semiconductor
market, while in Japan, Sony ranked 9th for the third
year in a row, with a 4.0 percent market share. Japan
represented 77.7 percent of Sony's semiconductor
revenue for 1990.
Computer Software
In the area of research and development, Sony
announced in October 1990 the successful development of the world's fastest large-scale gallium
arsenide gate array. The device wiU be used in workstations, image-processing equipment, and other
equipment requiring high-speed data processing
capabihties.
Sony Computer Science Laboratory Inc. was established by Sony Corporation to develop distributed
operating systems, programming langiiages, system
architectures, and user interfaces.
Dataquest estimates that Sony's 1990 worldwide
semiconductor market share was 1.9 percent, with
U.S.$1.1 billion in revenue. Dataquest estimates that
For further information about the company's business
segments, please contact the appropriate Dataquest
industry services.
Further Information
©1992 Dataquest Incorporated January—Reproduction Prohibited
0012422
Sony Corporation
Table 1
Five-Year Corporate Highlights (Billions of U.S. Dollars)
1987
198S
1989
1990
1991
Five-Year Revenue
Percent Change
3.4
-42.67
10.4
202.02
16.7
41.94
20.1
20.84
25.6
27.11
Capital Expenditure
Percent of Revenue
0.6
18.55
1.0
9.33
1.7
10.05
2.3
11.25
2.9
11.38
R&D Expenditure
Percent of Revenue
0.8
9.27
0.9
8.91
1.1
6.62
1.2
5.74
1.5
5.69
Number of Employees
Revenue (U.S.$K)/Employee
47,583
72.15
71,000
146.04
78,900
212.01
95,600
210.76
112,900
226.84
Net Income
Percent Change
0.1
-55.98
0.3
218.98
0.6
112.61
0.7
27.23
0.8
15.10
Exchange Rate (U.S.$1=¥)
159.56
138.03
128.25
142.93
141.21
1991 Fiscal Year
Qi
Q2
Q3
Q4
Quarterly Revenue
Quarterly Profit
5.41
0.16
6.23
0.19
7.84
0.39
6.34
0.11
Source: Sony Corporation
Anmial Reports
Dataquest (January 1992)
Table 2
Revenue by Geographic Region (Percent)
Region
United States
Japan
Europe
All Other Regions
1987
1988
1989
1990
1991
27
35
24
14
28
35
23
14
27
34
23
16
30
30
25
15
29
26
28
17
Source: Sony Corporation
Annual Reports
Dataquest (January 1992)
(X)12422
©1992 Dataquest Incorporated January—^Reproduction Prohibited
Sony Corporation
1990 SALES OFFICE LOCATIONS
(Includes sales subsidiaries only)
Asia/Pacific—19
Intemational—14
MANUFACTURING LOCATIONS
North America
Digital Audio Disc (United States)
CDs
Sony Engineering and Manufacturing of America
(United States)
TVs, CRTs, 32-bit workstations, 3.5-inch FDDs,
CD-ROM drives, monitors, audio speakers, factory
automation equipment
Sony Magnetic Products Inc. (United States)
Magnetic tapes, flexible disks
Sony Microelectronics Corporation (United States)
Semiconductors
Sony Music Entertainment (United States)
Phonograph records, tapes, CDs
Sony Professional Products Company (United States)
Professional AV equipment
Sony USA (United States)
Electronic equipment
Europe
DADC Austria (Austria)
CDs
Sony (United Kingdom)
TVs, CRTs
Sony Espana (Spain)
TVs, VCRs
Sony France (France)
CD players, video cameras, VHS video decks
Sony-Wega Productions (United Kingdom)
TVs
Television Division Europe (France)
Development, design of TVs
AsialPacific
Aiwa Company (Japan)
High-fidelity audio systems, headphone stereos
Hagiwara Electronics (Japan)
TVMdeo equipment
Mac Precision Products (Japan)
Precision parts
Miyagi \^deo-Tech (Japan)
Magnetic tapes
Motomiya Denshi (Japan)
Trinitron gun, security systems, flat display tubes,
TV parts
Nakada Magnetics (Japan)
Ferrites
Sony Akebono Denshi (Japan)
Rrinted circuit boards
Sony Audio (Japan)
Audio, video, camera, and optical systems
Sony Bonson (Japan)
Tape recorders, flat TVs, radios
Sony Chemicals (Japan)
Magnetic tapes, chemical products
Sony Computer Science Lab (Japan)
R&D of computer systems/software
Sony Denshi (Japan)
TVs and parts
Sony Electronics (Japan)
Radiocassette tape recorders
Sony Ichinomiya (Japan)
VCRs, color TVs
Sony Inazawa (Japan)
Color CRTs
Sony Itakura (Japan)
CD players, radiocassette recorders
Sony Kisarazu (Japan)
VCRs, CD players
Sony Kohda (Japan)
Video equipment
Sony Kokubu Semiconductor (Japan)
Bipolar ICs, CCDs
Sony Magnescale (Japan)
Electronic measuring instruments
Sony Magnetic Products (Japan)
Magnetic tapes, ferrites, videotapes
Sony Minokama (Japan)
Video equipment
Sony Mizunami (Japan)
Color CRTs
Sony Nagasaki (Japan)
Semiconductors
Sony Oita (Japan)
Semiconductors
Sony Precision Engineering (Japan)
ftecision parts for audio equipment for Sony's
subsidiaries worldwide
Sony Semiconductor (Japan)
Bipolar ICs
©1992 Dataquest Incorporated January—^Reproduction Prohibited
0012422
Sony Corporation
Sony Shiroishi Semiconductor (Japan)
Semiconductors
Sony Soimd Tec (Japan)
Microphones, PA systems, furniture, hearing aids
Sony TV-Video (Japan)
Color TVs
Sony Tektronix (Japan)
Electronic measurements, displays, control
instruments, computer graphics products
Sony Video Taiwan (Taiwan)
VCRs
Sound Magnetics (Japan)
Magnetic heads
Sound System (Japan)
VCRs, CD players
Taron Corporation (Japan)
Audio and video products
Tohkai Electronics (Japan)
PC boards
Toyo Radio (Japan)
Audio products
Video Magnetics (Japan)
Ferrites
ROW
Magneticos de Mexico (Mexico)
Magnetic tapes, floppy disks
Sony da Amazonia (Brazil)
VCRs
Sony de Venezuela (Venezuela)
Color TVs
Sony "V^deobras (Brazil)
Video cameras, video equipment
"N^deotec de Mexico (Mexico)
Video equipment
SUBSIDIARIES
As of March 31, 1991, Sony had 625 consolidated
subsidiaries. The list below gives the company's
principal subsidiaries and affiliated con^anies as of
April 30, 1991.
North America
Digital Audio Disc Corporation (United States)
Materials Research Corporation (United States)
Sony Corporation of America (United States)
Sony Music Entertainment Inc. (United States)
0012422
Sony
Sony
Sony
Sony
of Canada Ltd. (Canada)
Pictures Entertainment (United States)
Trans Com Systems Division (United States)
USA Inc. (United States)
Europe
DADC Austria GesmbH (Austria)
Sony Belgium N.V. (Belgium)
Sony Broadcast & Communications Limited (United
IQngdom)
Sony Communication Products B.V. (Netherlands)
Sony Deutschland GmbH (Germany)
Sony Espana S.A. (Spain)
Sony Euro-Finance B.V. (Netherlands)
Sony Europa GmbH (Germany)
Sony France S.A. (France)
Sony GesmbH (Austria)
Sony Italia S.p.A. (Italy)
Sony Nederland B.V. ^etiierlands)
Sony Overseas S.A. (Switzerland)
Sony Portugal Lda. (Portugal)
Sony Scandinavia A/S (Denmark)
Sony (Schweiz) A.G. (Switzerland)
Sony Service Centre (Europe) N.V. (Belgium)
Sony (U.K.) Limited (United Kingdom)
Sony-Wega Productions GmbH (Germany)
Asia/Pacific
Aiwa Co. Ltd. (Japan)
Akebono Electronics Inc. (Japan)
CBS/Sony Group Inc. (Japan)
Hasso Electronics Corporation (Japan)
Korea Toyo Radio Co. Ltd. (South Korea)
Max Precision Products Corporation (Japan)
Motomiya Denshi Corporation (Japan)
Sony (Australia) Pty. Limited (Australia)
Sony Asco Inc. (Japan)
Sony Bonson Corporation (Japan)
Sony Broadcast Products Corporation (Japan)
Sony Chemicals Corporation (Japan)
Sony Corporation of Hong Kong Limited (Hong
Kong)
Sony Creative Products Inc. (Japan)
Sony Denshi Corporation (Japan)
Sony Electronics (Malaysia) Sdn. Bhd. (Malaysia)
Sony Energytec Inc. (Japan)
Sony Engineering Corporation (Japan)
Sony Enterprise Co. Ltd. (Japan)
Sony Finance International Inc. (Japan)
Sony Ichinomiya Corporation (Japan)
Sony Inazawa Corporation (Japan)
Sony International (Singapore) Pte. Ltd. (Singapore)
©1992 Dataquest Incorporated January—Reproduction Prohibited
Sony Corporation
Sony Kisarazu Corporation (Japan)
Sony Kohda Corporation (Japan)
Sony Kokubu Semiconductor Corporation (Japan)
Sony Logistics (Singapore) Pte. Ltd. (Singapore)
Sony Logistics Corporation (Japan)
Sony Magnescale Inc. (Japan)
Sony Magnetic Products Inc. (Japan)
Sony Magnetic Products (Thailand)
Sony Magnetic Tape Sales Corporation (Japan)
Sony Minokamo Corporation (Japan)
Sony Mizunami Corporation (Japan)
Sony Nagasaki Corporation (Japan)
Sony Oita Corporation (Japan)
Sony PCL Inc. (Japan)
Sony Plaza Co. Ltd. (Japan)
Sony Precision Engineering Center (Singapore) Pte.
Ltd. (Singapore)
Sony Procurement Service Corporation (Japan)
Sony Pruco Life Insurance Co. Ltd. (Japan)
Sony Service Co. Ltd. (Japan)
Sony Shiroishi Semiconductor Inc. (Japan)
Sony Shoji Corporation (Japan)
Sony Singapore Pte. Ltd. (Singapore)
Sony Sound Tec Corporation (Japan)
Sony TV Video (Malaysia) Sdn. Bhd. (Malaysia)
Sony Trading Corporation (Japan)
Sony Tsukuba Corporation (Japan)
Sony Video Taiwan Co. Ltd. (Taiwan)
Sony/Tektronix Corporation (Japan)
Sound System Corporation (Japan)
Taron Corporation (Japan)
Tohkai Electronics Corporation (Japan)
ROW
Magneticos de Mexico, S.A. de C.V. (Mexico)
Sony CSA, S.A. (Panama)
Sony Chile Ltda. (Chile)
Sony Corporation of Panama S.A. (Panama)
Sony da Amazonia Ltda. (Brazil)
Sony de Venezuela S.A. (Venezuela)
Sony Saudi Arabian Company Ltd. (Saudi Arabia)
ALLIANCES, JOINT VENTURES, AND
LICENSING AGREEMENTS
Apple Computer Inc.
Sony wiU manufacture major portions of the laptop
Macintosh computer under development by Apple.
Bell Microproducts Inc.
BeU added Sony's read-write optical drives to its
current franchise list.
Digital Equipment Corporation
Digital and Sony entered an agreement through
which Digital will produce optical subsystems
based on Sony optical disk drives.
Matsushita Electric Industrial
Matsushita Electric Industrial and seven other
companies (Kyushu Matsushita Electric, Sega
Enterprises, Chinon Industries, Casio Computer,
Ricoh, Canon, and Sanyo Electric) wiU make CDROMs based on Sony specifications.
Nihon Silicon Graphics K.K. (NSG)
Sony and NSG signed a marketing agreement in
wliich Sony will market a high-definition computer
graphics system for NSG's Iris 4-D Power "N^ion
graphics workstation.
Ricoh Company
Ricoh will provide its Design Base Jr. threedimensional model-generation software package to
Sony to be bundled with Sony's new NWB-236
processor.
SGS-Thomson Microelectronics
SGS-Thomson Microelectronics wiU secondsource a chip set for high-speed serial digital video
transmission developed by Sony.
Software Toolworks
Sony and Software Toolworks signed a licensing
agreement allowing Sony to use special versions of
Software Toolworks' CD-ROM software with
Sony's CD-ROM optical disk player.
VideoLogic Inc.
Sony signed an agreement with \^deoLogic allowing Sony to sell multimedia products through computer resellers and video dealers.
Wave Front Technologies
Wave Front wiU supply Sony with its TPV computer graphics software, to be bimdled with Sony's
latest three-dimensional computer graphics board,
the NWB-256.
J991
Advanced Micro Devices Inc. (AMD)
Sony and AMD signed a broad patent and copyright cross-licensing agreement covering wafer
processes, design, and architectures for integrated
circuits.
8
1990
Exabyte Corporation
Exabyte renewed a supply agreement with Sony
under which Sony wiU supply Exabs^te with
5.2S-inch form factor tape drives.
©1992 Dataquest Incorporated January—Reproduction Prohibited
0012422
Sony Corporation
Compression Labs Inc.
Sony entered into a reseller agreement with Compression Labs under which Sony will resell Compression Labs video coder/decoders. The agreement marks Sony's entry into the U.S.
videoconferencing market
Texas Instruments
Texas Instruments agreed to produce semiconductors in Europe for Sony on a consignment basis.
NJK Ltd.
NJK Ltd. signed as a distributor for Sony's NEWS
workstations.
Fujitsu
Sony and Fujitsu jointly developed a trial common
rule to develop CD-ROM XA software for their
personal computers.
Oracle Corporation
Oracle' agreed to supply the Oracle relational database management systems and applications
development software products for the Sony
NEWS family of UNIX workstations.
Apple Computer Inc.
Sony signed a contract with Apple to supply
40MB rigid disk drives for the Macintosh.
Hewlett-Packard Company (HP)
Sony agreed to supply 5.25-inch rewritable optical
disk storage products to HP for the new HP
C17QA Optical Disk Library System.
Pinnacle Micro
Sony announced plans to supply $1 million
(¥128.3 nuUion) worth of 5.25-inch rewritable
optical disk storage products to Pinnacle Micro.
Advanced Micro Devices (AMD)
Sony and AMD entered a joint venture agreement
for an SRAM memory product
1988
Daewoo Electronics
Sony and Daewoo agreed to jointiy develop 256K
SRAMs, 64K SRAMs, 8- and 16-bit MPUs, and
other microchips.
NoveU K.K.
Novell K.K. was formed as a joint marketing
venture to sell NetWare products in Japan. Novell
and six partners—Canon, Fujitsu, NEC, Softbank,
Sony, and Toshiba—Whelped fund the project
Engineering Mechanics Research (EMR)
Sony and EMR agreed to a joint venture in CAE
software technology and sales. EMR is marketing
Sony's engineering workstations (EWSs) that
employ its software in the United States while
Sony supports sales agents of EMR's software in
Japan by supplying its EWS.
Advanced Micro Devices (AMD)
AMD agreed to enter a joint manufacturing and
educational pact with Sony to manufacture
SRAMs.
N.V. Philips Gloeilampenfabrieken
Sony and Philips agreed to a joint development of
extended architecture CD-ROMs for audio use.
Summus Computer Systems
Summus agreed to sell, distribute, and service
4mm DAT drives from Sony. Summus agreed to be
an original equipment manufacturer (OEM) of
Sony and to integrate hardware and software that
offers turnkey storage subsystems for the Apple
Macintosh, Digital, and Sun Microsystems Inc. PC
markets.
1989
Parallex Graphics Inc.
Sony Microsystems agreed to incorporate
Parallex's color graphics and video graphics controllers in Sony's workstations.
Matsushita Philips
Sony, Matsushita, and Philips agreed to develop,
manufacture, and maricet interactive compact disk
drives.
0012422
Motorola Inc.
Sony Microsystems agreed to incorporate dual
Motorola 68030 MPUs in high-end models of
Sony's NEWS UNIX workstation family.
Symbolics
Sony and SymboUcs completed a sales agreement
for Sony's workstations in the U.S. market Sony
Microsystems began supplying its workstations to
Symbolics in May 1988 for sale in the United
States under the SymboUcs brand name. The two
companies agreed to jointiy develop a new model
of workstation using Symbolics' Al chips.
Texas Instruments Inc. (TI)
TI Japan and Sony jointly developed the
CXD1144AP high-performance digital filter LSI
for digital audio equipment
Advanced Micro Devices (AMD)
Sony and AMD agreed to a sales tie-up for Sony's
workstations in South Korea.
©1992 Dataquest Incorporated January—Reproduction Prohibited
Sony Corporation
MERGERS AND ACQUISITIONS
KEY OFFICERS
1991
Akio Morita
Chairman and representative director
National Broadcasting Company
Sony purchased NBC's 50 percent stake in RCA/
Columbia Home \^deo, resulting in Sony's complete ownership of the company.
Norio Ohga
President and chief executive officer
1989
Masaaki Morita
Deputy president
Nobuo Kanoi
Deputy president
Trans Com Systems Division
Sony purchased all assets and liabilities of Trans
Com Systems, a division of Simdstrand Corporation. Trans Com designed, manufactured, and
installed in-flight AV entertainment systems in
commercial aircraft worldwide.
Tsunao Hashimoto
Deputy president
Materials Research Corporation (MRC)
Sony acquired all of the outstanding shares of
common stock of MRC and its affihates. MRC
manufactured and suppUed sputtering and etching
equipment, high-purity metals, and ceramics.
PRINCIPAL INVESTORS
Columbia Pictures Entertainment
Sony acquired all of the outstanding shares of
common stock of Columbia Pictures, which was
primarily in the filmmaking business.
Guber-Peters Entertainment Company (GPEC)
Sony acquired GPEC, which was in the filmmaking business.
Ken Iwaki
Deputy president
Information is not available
FOUNDERS
Masaru Ilsuka
AMo Morita
1988
CBS Records Inc.
Sony purchased CBS Records for U.S.$2 billion
(¥256.5 billion) and held 100 percent of the shares.
(The acquisition was made using U.S. currency.)
10
©1992 Dataquest Incorporated January—Reproduction Prohibited
0012422
Sony Corporation
Table 3
Balance Sheet
Fiscal Year Ending March 31
(BilUons of U.S. Dollars)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity
Retained Earnings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equity
Exchange Rate (U.S.$1:^
1987*
1.0
1.6
0.8
1.9
0.5
5.8
2.2
0.9
1988
1.6
2.4
0.7
2.4
0.7
7.8
3.1
2.6
1989
2.3
3.4
0.7
3.8
1.0
11.2
4.2
3.0
1990
3.2
5.8
0.4
4.8
1.2
15.4
6.1
9.1
1991
3.1
5.8
0.2
5.2
1.5
15.8
7.4
9.4
8.8
13.5
18.4
30.6
32.6
3.7
0.9
0.5
5.0
0
0.1
0.4
3.4
3.8
6.8
1.4
0.6
8.8
0
0.2
0.4
4.1
4.7
8.7
1.7
0.8
11.2
0
0.9
1.5
4.8
7.2
14.0
4.5
2.0
20.5
0
1.9
3.3
4.9
10.1
14.9
4.9
2.3
22.1
0
2.1
2.9
5.4
10.5
8.8
13.5
18.4
30.6
32.6
159.56
138.03
128.25
142.93
141.21
*Fbr die five-month period ending Maich 31, 1987. Effective Maich 31, 1987, the paient conq)8ny
and ahnost all subsidiaries and affiliates changed their fiscal yeai-end
firom
October 31 to Maich 31. Accordingly, (he fiscal period ended Maich 31, 1987, inclnded
only 5 mondis of operations, w h « ^ other fiscal yeais consisted of 12 months.
0012422
Source: Sony Coipoiatlon
Animal Reports
Dataquest (Januaiy 1992)
©1992 Dataquest Incorporated January—Reproduction Prohibited
11
Sony Corporation
Table 4
Consolidated Income Statement
Fiscal Year Ending March 31
(Billions of U.S. Dollars, except Per Share Data)
Consolidated Income Statement
Revenue
Japanese Revenue
Non-Japanese Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Thousands
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate ( U . S . $ 1 ^
1987*
3.4
1.1
2.3
2.6
0.8
0.8
0.6
0.1
4.36
58.00
0.1
231,236
1988
10.4
3.5
6.9
7.7
0.9
2.4
1.0
0.5
5.14
56.00
0.3
238,769
1989
16.7
5.7
11.0
11.5
1.1
4.4
1.7
1.3
7.71
56.00
0.6
282,603
1990
20.1
6.1
14.1
13.6
1.2
5.0
2.3
1.6
7.90
54.00
0.7
331,929
1991
25.6
6.7
18.9
17.7
1.5
6.3
2.9
1.9
7.32
51.00
0.8
338,593
0.34
0.12
16.50
159.56
1.04
0.32
19.71
138.03
1.88
0.28
25.57
128.25
2.15
0.32
30.50
142.93
2.02
0.32
30.88
141.21
*FoT the five-month period ending March 31, 1987. Effective Match 31, 1987, the parent
conq>aDy and almost all subsidiaries and affiliates changed their fiscal year-end from
October 31 to March 31. Accordingly, the fiscal period ended March 31, 1987, included
only 5 months of operations, whereas other fiscal years consisted of 12 numths.
12
Source: Sony Coiporation
Annual Reports
Dataquest (Jamiaiy 1992)
©1992 Dataquest Incorporated January—Reproduction Prohibited
0012422
Sony Corporation
Table 5
Balance Sheet
Fiscal Year Ending March 31
(Billions of Yen)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
1987*
152.9
256.6
132.2
302.9
77.6
922.2
343.1
145.9
1988
218.0
325.7
99.4
334.7
99.1
1,076.9
426.3
363.7
1989
297.9
433.4
91.1
483.7
127.7
1,433.8
544.7
386.2
1990
1991
451.7
832.9
54.8
693.0
169.2
2,201.6
868.1
1,300.4
442.9
815.1
33.5
731.7
211.2
2,234.4
1,046.8
1,321.2
1,411.2
1,866.9
2,364.7
4,370.1
4,602.4
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity
Retained E^unings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equity
587.0
143.4
72.1
802.5
0
12.0
56.5
540.2
608.7
945.0
196.0
76.3
1,217.3
0
23.7
60.9
565.0
649.6
1,119.0
220.8
98.2
1,438.0
0
114.6
195.6
616.5
926.7
1,995.9
646.0
281.3
2,923.2
0
278.0
473.4
695.5
1,446.9
2,104.6
694.5
327.0
3,126.1
0
296.4
413.5
766.4
1,476.3
1,411.2
1,866.9
2,364.7
4,370.1
4,602.4
Exchange Rate (U.S.$1=¥)
159.56
138.03
128.25
142.93
141.21
Sonice: Sony Cotpoiation
Aimual Reports
Dataqoest (Jauuaiy 1992)
0012422
©1992 Dataquest Licoiporated January—^Reproduction Prohibited
13
Sony Corporation
Table 6
Consolidated Income Statement
Fiscal Year Ending March 31
(Billions of Yen, except Per Share Data)
Consolidated Income Statement
Revenue
Japanese Revenue
Non-Japanese Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Thousands
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate ( U . S . $ 1 ^
1986
1987
1988
1989
547.8
177.5
370.3
407.8
131.2
131.0
101.6
23.6
4.36
58.00
13.3
231,236
1,431.2
479.4
951.8
1,064.6
127.5
336.3
133.5
73.5
5.14
56.00
36.7
238,769
2,145.3
731.3
1,414.0
1,475.4
142.1
565.6
215.6
165.5
7.71
56.00
72.5
282,603
2,879.9
869.5
2,010.4
1,938.0
165.2
712.0
324.0
227.4
7.90
54.00
102.8
331,929
3,616.5
952.5
2,664.0
2,505.6
205.8
887.8
411.7
264.6
7.32
51.00
116.9
338,593
54.2
18.5
0
159.56
143.8
44.6
0
138.03
219.7
40.5
0
128.25
279.0
45.5
0
142.93
285.9
45.5
0
141.21
*For the five-month period ending March 31, 1987. Effective March 31, 1987, the parent
coiiq)any and almost all subsidiaries and afiSUates changed their fiscal year-end from
October 31 to March 31. Accordingly, the fiscal period ended March 31, 1987, included
only S months of operations, whereas other fiscal years consisted of 12 months.
1990
Source: Sony Corporation
Aniiual Reports
Dataquest (January 1992)
Table 7
Key Financial Ratios
Fiscal Year Ending March 31
Key Financial Ratios
Liquidity
Current (Hmes)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue (¥M)/Employee
Capital Spendine % of Assets
Exchange Rate (U.S.$1=*)
1987
1988
1989
1990
1991
1.57
231.85
96.44
131.84
1.14
287.39
145.47
187.39
1.28
255.17
120.75
155.17
1.10
302.03
137.94
202.03
1.06
311.75
142.56
211.75
0.94
2.19
2.43
2.24
5.83
2.56
3.43
9.20
3.38
3.05
8.66
3.57
2.23
6.96
2.84
23.95
18.55
47,583
11.51
7.20
159.56
8.91
9.33
71,000
20.16
7.15
138.03
6.62
10.05
78,900
27.19
9.12
128.25
5.74
11.25
95,600
30.12
7.41
142.93
4.57
8.96
112,900
32.03
7.04
141.21
Source: Sony Corporation
Aniuial Reports
Dataquest (Jamiary 1992)
14
©1992 Dataquest Incorporated January—^Reproduction Prohibited
0012422
Telefunken Electronic GmbH
BACKGROUND AND OVERVIEW
AEG-Telefunken
AEG-Telefunken was founded in 1893 and quickly grew to become West Germany's
second-largest electrical group. Early in 1970, the Company started to face financial
difficulties after it lost a nuclear power contract, and in September 1978, Siemens took
over AEG-Telefunken's nuclear power activities by buying out AEG-Telefunken's stake
in Kraftenwerk-Union.
AEG-Telefunken's semiconductor division, based in Heilbronn, West Germany,
suffered tremendously during this period. Although the division had many good
designs—for example, it developed the first European microprocessor, the CP3-F—it
was increasingly starved of funds from its ailing parent company. As a result, many new
development programs had to be postponed or scrapped. In addition, the division was
required to behave more like a captive supplier, building semiconductor devices that its
parent wanted for its own end-equipment production. Many of these devices were
relatively unsuccessful on the open semiconductor market.
In 1979, faced with near bankruptcy, AEG-Telefunken was rescued by a group of
West German banks after the West German government refused to supply it with direct
aid. The prime purpose of this rescue plan was to provide the Company with protection
from its creditors while it carried out a major reorganization of its activities.
It was against this background, coupled with the global semiconductor recession of
the early 1980s, that the semiconductor division sought to reestablish itself. This was
achieved by forming an alliance with United Technologies Corporation (UTC) of
Hartford, Connecticut, and its Texas-based subsidiary, Mostek Corporation.
Telefunken Electronic GmbH
Telefunken Electronic GmbH (TEG) was formed by an agreement in which UTC and
AEG-Telefunken each hold 49 percent of the Company, while the remaining 2 percent is
held by the SUdeutsche Industrie-Beteiligung GmbH, a subsidiary of the Dresdner Bank
AG, AEG-Telefunken's primary creditor. Under the terms of this agreement, TEG was
to continue the business activities of the former electronic components division of
AEG-Telefunken and, at the same time, assume full ownership of the division's
headquarters facility in Heilbronn, West Germany, and its production plants. These
include the seven production plants spread throughout West Germany; one in
Vocklabruck, Austria (Telefunken Electronic GesbH); and one in Manila, Philippines
(Telefunken Semiconductors Philippines Inc.). Dataquest believes that UTC paid
$40 million for its 49 percent share in TEG.
ESIS Volume III
0001399
© 1988 Dataquest Incorporated November
Telefunken Electronic GmbH
In February 1983, TEG acquired 43.6 percent of Eurosil Electronics GmbH, a
Munich-based producer of complementary MOS (CMOS) integrated circuits. In August
1986, UTC sold its stake in Eurosil to TEG, which now has total management
responsibility for the joint venture. Eurosil and TEG are trading processing information,
but neither company receives technological input from Mostek any longer. (See ESIS
Volume II, Section 4, Eurosil company profile, for further details.)
In 1983, its first full year of operation under new ownership, TEG returned to
modest profitability. Dataquest believes that this achievement was aided by the general
worldwide semiconductor recovery.- Apart from its Eurosil investment, Dataquest
estimates that TEG invested approximately $20 million in capital investment in 1985,
and a further $14 million in research and development (R&D) expenditure.
In April 1988, AEG AG announced that it was repurchasing the 49 percent stake in
TEG that it had sold to UTC in 1982 for an undisclosed sum.
Tables 1 and 2, respectively, give Dataquest's estimates of TEG's European and
worldwide semiconductor revenue for 1983 through 1987.
Table 1
Telefunken Electronic GmbH
Estimated £ur(^}ean Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1983
1994
1995
1986
1987
$109
$133
$133
$164
$209
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$ 35
0
7
28
$ 46
0
11
35
$ 46
35
$ 49
0
11
38
$ 78
15
14
49
Total Discrete
Transistor
Diode
Thyristor
Other
$ 47
17
19
10
1
$ 54
19
21
12
2
$ 53
18
21
12
2
$ 66
20
31
11
4
$ 65
16
27
17
5
Total Optoelectronic
$ 27
$ 33
$ 34
$ 49
$ 66
Source:
Dataquest
November 1988
Total Semiconductor
© 1988 Dataquest Incorporated November
0•
11 •
ESIS Volume III
0001399
Telefunken Electronic GmbH
Table 2
Telefunken Electronic GmbH
Estimated Worldwide Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1993
1984
1985
1986
1987
$134
$161
$172
$219
$258
Total Integrated C i r c u i t
Bipolar D i g i t a l
MOS
Linear
$ 51
0
8
43
$ 63
0
13
50
$ 68
0
13
55
$ 79
0
18
61
$ 95
0
25
70
Total Discrete
Transistor
Diode
. Thyristor
Other
$ 53
20
22
10
1
$ 60
22
24
12
2
$ 63
23
26
12
2
$ 82
30
37
11
4
$ 97
33
43
14
7
Total Optoelectronic
$ 30
$ 38
$ 41
$ 58
$ 66
Source:
Dataquest
November 1988
Total Semiconductor
Products and Markets Served
Telefunken's electronics product range covers most of the semiconductor product
categories, but its strongest areas are bipolar (linear) ICs, diodes, and transistor devices.
Dataquest estimates that discrete semiconductors accounted for approximately
32 percent of TEG's worldwide revenue in 1987. Furthermore, Telefunken is well
positioned with its new BICMOS process to exploit its strength in consumer ICs in the
automotive segment and emerging high-growth markets for cellular telephones.
Table 3 lists the main processes and potential applications in which Telefunken has
key strength.
Dataquest estimates that television and consumer IC products represent
approximately 70 percent of Telefunken's IC sales, with the major areas being front-end
tuner ICs for televisions and FM radio. They supply all noncaptive factories in Europe as
well as some Far-Eastern manufacturers in Europe. In Japan, Dataquest estimates that
Telefunken has sales of approximately US$15 million.
ESIS Volume III
0001399
© 1988 Dataquest Incorporated November
Telefunken Electronic GmbH
Table 3
Key Technology and Applications
Process
Application
BICMOS i n R&D
Remote c o n t r o l l e d c a r k e y s w i t h
EEPROM
CMOS H-Well 2.5u
PMOS 4u
Entertainment ICs (TV and FM tuners)
Bipolar ft 30 MHZ, 3-5A, 40V
Bipolar ft 100 MHZ, 5V
Automotive
ECL with Dialectics 3 GHZ
Cellular Radio, TV, FM, and IF
Source:
low-density
Dataguest
November 1988
OUTLOOK
Dataquest believes that under TEG's new ownership, the Company is attempting to
deemphasize its prior dependence on the television, hi-fi, and consumer end-user
markets in favor of the higher-growth automotive and telecommunications areas.
Furthermore, we believe that the Company will concentrate on special niche product
areas, using predominantly bipolar technologies where there is less competition, rather
than attempting to participate in the high-volume, standard product memory, and
microprocessor areas. With Eurosil concentrating more on ASICs, primarily in CMOS
technology, product duplication between the companies has been minimized.
With its good connections to a number of West German banks and the recent
increased activity by the West German government toward support of emerging
high-technology industries, TEG's medium-term future seems assured.
© 1988 Dataquest Incorporated November
ESIS Volume III
0001399
Texas Instruments, Inc.
BACKGROUND AND OVERVIEW
Texas Instruments, Inc. (TI), was formed in 1951 by Erik Jonsson, Cecil Green, and
Patrick Haggerty as the manufacturing division for the sophisticated electronic
equipment required to further the reflection seismology activities run by Geophysical
Services Inc., an organization that was started in 1930. Semiconductor interest took
shape in 1952, when TI bought one of the first licenses to manufacture the transistor,
which was invented at Bell Laboratories in 1949. By 1953, these devices were in
production, and a year later, prices had been reduced to a level where the first transistor
radio became cost-feasible.
In 1958, Jack Kilby, a TI engineer, invented the first integrated circuit dC). Since
that time, the Company has been considered a leader in IC technology and production.
European operations began in 1957 in Bedford, the United Kingdom. This was the
Company's first site outside the United States, and it has since been supplemented by the
addition of many more sites worldwide. The Company is now a broad product base
supplier to all sectors of industry. At the present time, there are some 21 manufacturing
sites in the Americas, 7 in Europe, and 9 in the Far East. However, not all of these sites
manufacture semiconductors, since TI has diversified its business base into end
equipment, both professional and consumer.
There are three wafer fabrication sites and six semiconductor assembly sites in
Europe; these manufacture a broad range of products from discrete power transistors to
advanced complex integrated circuits.
Dataquest estimates that, in 1987, TI's European semiconductor revenue was
$492 million as shown in Table 1, which gives Dataquest's estimate of TI's European
semiconductor revenue.
TI has an impressive record of industry firsts, ranging from the invention of the first
IC to the development of the first microprocessor, the first microcomputer, and the first
hand-held electronic calculator. In addition, TI has been a pioneer in speech synthesis.
The Company's strength in semiconductors has permitted it to gain important
market shares in computers, calculators, learning aids, terminals, peripherals, and
programmable controllers.
Table 2 shows TI's sales by business area, and Table 3 shows sales by geographic area.
ESIS Volume III
0002632
© 1989 Dataquest Incorporated February
Texas Instruments, Inc.
Table 1
Texas Instruments, Inc.
Estimated European Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1982
1983
19?4
1985
1986
1987
$319
$330
$522
$468
$488
$492
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$260
111
89
60
$283
132
93
58
$475
204
176
95
$434
182
142
110
$448
183
157
108
$449
161
193
95
Total Discrete
Transistor
Diode
Thyristor
Other
$ 36
31
3
1
1
$ 27
25
0
1
1
$ 29
27
0
1
1
$ 23
21
0
1
1
$ 27
27
0
0
0
$ 28
28
0
0
0
$ 23
$ 20
$ 18
$ 11
$ 13
$ 15
Total Semiconductor
Total Optoelectronic
Source:
Dataquest
February 1989
Table 2
Texas Instruments, Inc.
Net Sales by Business Area—Year Ending December 31
(Millions of U.S. Dollars)
Components
Trade
Intersegment
Total Components Sales
Defense Electronics
Trade
Intersegment
Total Defense Sales
1985
1986
1987
$1,941
100
$1,997
fefi
$2,391
52
$2,041
$2,065
$2,448
$1,458
Zl
$1,698
19
$1,967
12
$1,480
$1,717
$1,979
(Continued)
© 1989 Dataquest Incorporated February
ESIS Volume EI
0002632
Texas Instruments, Inc.
Table 2 (Continued)
Texas Instruments, Inc.
Net Sales by Business Area—Year Ending December 31
pillions of U.S. Dollars)
1985
Digital Products
Trade
Intersegment
958
42
$
$1,000
Metallurgical Materials
Trade
Intersegment
$
Total Metallurgical Sales
Services Trade
$
$
931
$
891
145
42
$
126
54
$
131
27
$
187
$
180
$
158
t
407
S- 2^9
$
240
Adjustments
$4,924
$4 ,974
852
as
(121)
(178)
(191)
Total Sales
1987
877
54
$
Total Digital Sales
1986
$5,595
Texas Instruments
1987 Annual Report
Source:
Table 3
Texas Instruments, Inc.
Net Sales by Geographic Area—Year Ending December 31
(Millions of U.S. Dollars)
1986
1985
United States
Europe
East Asia
Other Areas
Adjustments
$3,729
817
953
325
(900)
$3,693
815
1,196
216
(946)
$4^,053
967
,548
1201
,174
(1,
$4,924
$4,974
$5,595
Source:
ESIS Volume III
0002632
1987
Texas Instruments
1987 Annual Report
© 1989 Dataquest Incorporated February
Texas Instruments, Inc.
PRODUCTS AND MARKETS SERVED
TI is one of the world's broadest-range semiconductor manufacturers and offers
products ranging from discrete transistors to gate arrays and advanced microprocessors.
The Company is the market leader in bipolar logic integrated circuits and is also strong
in linear and memory products. It is a major supplier of 256K dynamic RAMs (DRAMs).
The Company is also building toward volume production of 1Mb DRAMs and added to its
U.S. capacity during 1988. The Company serves all market segments, the major users
being industrial, computer, and consumer goods manufacturers. Recent product
developments have permitted even more involvement with the industrial and
telecommunications markets, although TI has sustained its presence in the government
and military end-user segments. TI is also investing in artificial intelligence (AI) and
industrial automation as emerging areas of opportimity. During 1987, the Company
acquired the control systems and industrial systems business of Rexnord Automation.
In 1985, while many semiconductor manufacturers were pulling out of DRAM
production, TI was stepping up DRAM production, and began sampling 1Mb DRAMs.
However, by 1986, DRAMs were declining in relative importance, while
application-specific integrated circuits (ASICs), application processors, military
semiconductors, and VLSI logic emerged as the primary thrust areas. AI is a rapidly
growing activity and is now TI's second biggest R&D item after VLSI.
In 1986, TI introduced the TMS320C25, the first second-generation DSP chip. TI is
considered the world leader in the single-chip DSP market.
The same year, TI opened a $350,000 surface-mount technology center at Bedford,
TI's U.K. headquarters.
In February 1986, TI joined with Signetics Corporation and Philips to develop and
manufacture a 1-micron advanced CMOS logic (ACL) chip family. In June 1986, the
Company introduced a 2-micron CMOS family of standard cells called System Cell.
In August 1986, TI introduced the TMS34010, a 32-bit CMOS graphics systems
processor (GSP), which is a general-purpose processor with special capabilities for
supporting high-performance computer graphics applications.
In 1988, TI announced a family of 1-micron CMOS gate arrays, its TGCIOO series,
which is available in gate densities of 3,200 to 8,896. TI is also releasing a military
version called the TGCIOOM for operations from -55 to 125 degrees Celsius.
TI has recently consolidated its worldwide memory operations within its Japanese
organization.
© 1989 Dataquest Incorporated February
ESIS Volume HI
0002632
Texas Instruments, Inc.
OUTLOOK
Our research leads us to conclude that TI differs from its major Far Eastern
competitors in two major ways. The first point of contrast is that TI is driven by its
components business rather than by its systems business. Second is that it has been more
selective about the type of business it targets. The Company's thrust is to be both a
leading semiconductor supplier and a leading supplier to the military market. For many
of its Far Eastern competitors, semiconductor components are a much less prominent
piece of their overall business. By contrast, TI's semiconductor operations are based not
on its internal requirements, which it nonetheless supports, but on its fundamental
objective of becoming the leading components supplier to the U.S. market, as well as a
major global market participant. So, although TI is not vertically integrated in the same
fashion or to the same degree as many of its competitors, it represents a good example
of vertical integration U.S.-style, and its semiconductor business represents a firm
foundation on which to build or support other business activities.
TI is committed to making investments of strategic importance from a corporate
view, thus enhancing its ability to maximize the synergy generated by the many
constituents of its business. TI's choice of investment contends that, contrary to popular
belief, we are now in the information age. We are, in fact, data rich but information
poor. Dataquest believes that TI exhibits the strengths necessary to compete with other
vertically integrated competitors worldwide, and that, in response to the changing nature
of global competition, the Company has planned well and invested wisely for the shape of
things to come.
ESIS Volume III
0002632
© 1989 Dataquest Incorporated February
Texas Instruments, Inc.
(Page intentionally left blank)
© 1989 Dataquest Incorporated February
ESIS Volume in
0002632
^
Toshiba Corporation
1-1 Shibaura 1-chome
Minato-ku, Tokyo 105, Japan
Telephone: (03) 457-4511
Fax: (03) 456-1631
Dun's Number: 06-499-3082
Date Founded: 1875
CORPORATE STRATEGIC DIRECTION
Toshiba Corporation is one of the largest electronics
companies worldwide. Its main business activity is
the development, manufacturing, and marketing of
electrical and electronics equipment and electronic
components. The business is divided into the following segments: Information/Communication Systems
and Electronic Devices, which accounts for 50 percent of net sales; Heavy Electrical Apparatus, which
accounts for 19 percent of net sales; and Consumer
Products, which accoimts for 31 percent of net sales.
Toshiba is one of two leaders of the Toshiba-IHI
Group; the other is Ishikawajima-Harima Heavy
Industries (IHI). These parents have close capital and
business connections. Their subsidiaries are engaged
in electrical and electronics products, construction,
trading and finance, and shipbuilding.
Total revenue for 1991 amounted to $33.3 billion,* an
increase of 12 percent over 1990 revenue of
$29.7 biUioa Domestic sales decreased slightly from
60.73 percent in 1990 to 54.99 percent in 1991. International sales also dropped slightly from 31.62 percent to 30.98 percent Fierce competition in the key
semiconductor and computer markets led to a
decrease in net income of 7.15 percent during 1991.
Net income totaled $856.2 million, compared with
$922.1 in 1990.
Toshiba has developed a "Sixth Medium-Term
Plan." This plan wiU cover the period from 1991
through 1993. The focus of this plan is group, growth,
and global. Group represents Toshiba's goal to
strengthen its group of companies. This will be done
by building on the synergies that exist among its lines
*AU dollar amounts are in U.S. dollais.
0012542
of business and by making strategic alliances. For
gFowdi, Toshiba plans to increase total sales about
60 percent by 1993. This wiU be done by offering
value-added products that imify the collective expertise of Toshiba's numerous divisions and group companies. In addition, the contribution of overseas sales
is scheduled to rise from 35 to 39 percent of total
sales. In order to meet this goal, Toshiba will need to
build on its commitment to developing markets
worldwide. Global represents how Toshiba will build
on its global presence. Toshiba plans to raise overseas
sales as a percentage of total sales by increasing
overseas production and strengthening marketing
operations in local markets.
R&D is structured by Toshiba to incorporate both
long- and short-term planning by developing projects
of varying time frames. Corporate level undertakes
projects with a five- to ten-year time frame, division
level operates under diree-year time fr'ames, division
engineering level goes by one-year time frames, and
division manufacturing strives for continuous day-today improvement Therefore, Toshiba can take both
long- and short-term perspectives.
R&D expenditure increased 13 percent from
$1.86 billion in 1990 to $2.1 billion in 1991 and
represented 6.37 percent of sales in 1991. This expenditure was concentrated primarily on 16Mb and 64Mb
DRAMs, large color liquid crystal displays (LCDs),
new high temperature superconducting materials for
future electronic devices, and various equipment for
train systems. A large share of activities was also
focused on information and communications systems,
such as broadband ISDN (BISDN) switching equipment. Toshiba plans to raise R&D expenditure
7 percent during the 1992 fiscal year.
Capital expenditure for the same period totaled
$3.1 billion, a 35 percent increase over 1990,
©1992 Dataquest Incorporated January—^Reproduction Prohibited
Toshiba Corporation
which totaled $2,3 billioa The rise in capital spending during fiscal 1990 and 1991 was primarily the
result of development and production of 4Mb and
16Mb DRAMs. Over $1.4 bilhon was invested in the
semiconductor group during the fiscal year; and
several new factories are either currently under construction or already completed. During fiscal 1992,
capital expenditure is expected to be approximately
$3.5 bUlion.
More detailed information is available in Tables 1 and
2, which appear after "Business Segment Strategic
Direction" and present corporate highlights and revenue by region. Information on revenue by distribution
channel is not available. Tables 3 through 7 at the end
of this backgrounder present comprehensive financial
information.
BUSINESS SEGMENT STRATEGIC
DIRECTION
Information/Communication Systems and
Electronic Devices
Fiscal 1991 sales in this segment were $16.7 billion
and accounted for 50 percent of company sales.
A companjrwide program developed by Toshiba to
strengthen its capabUities in information and communications systems contributed to the sale of notebook
and laptop computers, which were up 40 percent
during 1991. Although semiconductor memory sales
were flat, sales of ASICs grew 6 percent in that
product segment Toshiba also introduced a second
generation 4Mb DRAM that features a smaller chip
size and faster access time.
Semiconductors
second, with a 9.2 percent market share and
$838 miUion in revenue, in the MOS logic semiconductor segment and third in the MOS digital semiconductor segment with $2.9 bilhon in revenue. In the
analog semiconductor industry Toshiba ranked third,
capturing a 5.8 percent market share, according to
Dataquest
In the DRAM market, Toshiba is committed to
increasing 4Mb DRAM production and has
responded to demand by developing and producing a
wide range of products. In October 1991, Toshiba
announced a new series of 4Mb DRAMs with a
512Kx9 structure. The device has the standard data
capacity of 512Kx8, plus an additional 512Kxl
capacity for a parity bit Dataquest believes that this
is one of what will be many announcements for this
type of product
According to Dataquest in 1990 Toshiba remained
the largest suppUer of 1Mb DRAMs to worldwide
markets for the second consecutive year. It was second in the 4Mb product area, having held the top spot
during 1989. However, during 1990 Toshiba adjusted
to a 4Mb DRAM market shift, from a 350-mil-widedevice, the 4Mb part with which it started, to the now
industry-standard 300-mil part During 1991 and
1992, file company will emphasize the 4Mb DRAM
density and de-emphasize the 256K DRAMs and
1Mb DRAMs. Toshiba should remain a leader in the
DRAM market for the foreseeable future and a major
player in the 4Mb video RAM (VRAM) segment as
that market emerges. Toshiba ranked first in tiie MOS
memory semiconductor arena with $1.6 billion in revenue and a 12.4 percent market share.
Dataquest ranked Toshiba third in the worldwide
optoelectronic semiconductor industry, with an
11.6 percent share of the 1990 market
According to Dataquest, Toshiba remained the
second-largest semiconductor suppUer in 1990, with
8.3 percent of the worldwide market share and revenue of $4.8 billion. Toshiba also was the third-largest
semiconductor supplier in Japan. Toshiba's diversified
product portfoUo emphasizes balance among analog,
discrete, bipolar, MOS logic, memory devices, and
ASICs.
Personal
Toshiba was also the largest worldwide suppUer of
discrete devices in 1988, 1989, and 1990. In 1990,
Toshiba captured an 11.0 percent market share totaling $904 minion in revenue. Toshiba has stated its
to remain No. 1 in disaetes. Toshiba ranked
Toshiba is developing sophisticated, highperformance PC systems to position the company at
the forefront of current and emerging high-growth
fields. In 1990, according to Dataquest Toshiba
ranked tenth worldwide and captured 3.6 percent of
During fiscal 1991, Toshiba invested approximately
$226 million in its LCD business. Preparations for
expansion into this market included the construction
of LCD manufacturing facilities for the joint venture
with IBM Japan, Display Technologies Inc.
Computers
©1992 Dataquest Incorporated January—Reproduction Prohibited
0012S42
Toshiba Corporation
the worldwide PC market Dataquest believes that
Toshiba is now the dominant player in the world
market for laptops, with a 1990 market share of
29.4 percent in the worldwide laptop/DC market and
a 21.6 percent market share in the worldwide laptop/
AC market
account for 85 percent of the market, and there is
very little differentiation among their technologies.
For 1990, according to Dataquest, Toshiba ranked
fifth in the key telephone systems area in the United
States with a 5.7 percent market share.
Printers
Workstations
Toshiba markets a line of UNIX engineering
workstations incorporating original hardware
and Japanese-version software. This line has done
well in -the Japanese market
Telecommunications Equipment
Under a development contract with NTT, Toshiba is
developing an asynchronous transfer mode (ATM)
switching system for BISDN, the next-generation
telecommunications network. Also, in a joint effort
with Kokusai Denshin Denwa (KDD), Japan's international telephone service corporation, Toshiba has
developed thefirstsatellite communications system in
Japan for installation in conmiercial airliners to
enable air-to-ground telephone communication.
Demand from the growing mobile portable and
cordless telephone markets is being met, and an
ultralight, ultracompact portable telephone that conforms to U.S. standards has been developed. According to Dataquest, in 1990 Toshiba ranked ninth in the
United States intotalPBX systems with a 2.5 percent
market share.
Toshiba manufactures dot matrix, laser, and thermal
transfer printers, with the overwhelming majority of
business in the first two product areas. According to
Dataquest, for 1990 Toshiba had less than a one
percent share of die North America printer market
Copiers
Toshiba sells and manufactures plain paper copiers
(PPCs) on a global scale. According to Dataquest,
Toshiba is one of the top 10 PPC manufacturers in the
United States, placing 51.9 thousand PPCs during
1990.
Computer Storage
Toshiba is one of the leading optical drive suppliers.
According to Dataquest for 1990 Toshiba ranked
fourth in the 12-inch worldwide write-once/readmany (WORM) market with a 10.0 percent market
share. In the CD-ROM market it also ranked fourth
with a 9.2 percent market share. Toshiba ranked fifth
in the total optical disk drive market with a maricet
share of 3.5 percent worldwide.
Toshiba is a major supplier of facsimile products
worldwide. Much of its success stemsfinomthe effective diversification of the product line to best suit the
trends in market demand. Toshiba meets the high-end
demand with products that will transmit a standard
document in just 13 seconds. The products feature
one-touch dialing and automatic Optical Mark Recognition (OMR) dialing. Toshiba also has models diat
offer an ad^tional electronic memoiy, which adds
such valuable functions as broadcasting, mailbox, and
relay transmission. In addition, Toshiba offers compact, entiy-level machines with one-touch dialing. In
1990, according to Dataquest, Toshiba ranked sixth
worldwide with a 5.6 percent market share.
In fiscal 1991, Toshiba's Heavy Electrical Apparatus
segment accounted for 19 percent of its net sales,
totaling $6.4 billion compared with $618.6 million in
1990, reflecting a 14 percent increase over 1990.
Domestic sales grew due to completion of large-scale
nuclear power plants and high demand for electrical
equipment stimiilated by brisk capital investment
However, exports were down because of decreased
plant dehveries.
Toshiba is one of the top 10 suppliers of key telephone systems to the U.S. market These systems are
ciistomer-premises telephone switching systems that
allow telephones to interface to the public network
without dialing access codes. Competition is stiff in
this market segment because the top 10 suppliers
Toshiba will continue to emphasize the development
of its energy business, focusing on tiiree systems. In
the nuclear power generation sector, Toshiba is continuing to develop advanced, simplified systems that
incorporate improvements in safety, reliability, and
operability. Th: second system is thermal power
0012542
Heavy Electrical Apparatus
©1992 Dataquest Incorporated January—Reproduction Prohibited
Toshiba Corporation
plants. Toshiba is developing and refining a system
that includes a combined cycle that will achieve new
levels of turbine efficiency. The third system is fuel
cells. According to Toshiba, the fuel cells show great
promise as a superior next-generation source of clean
energy.
Consumer Products
Fiscal 1991 sales of products in this segment rose
9 percent to $10.2 billion, accounting for 31 percent
of Toshiba's net sales. The high added value of
products in the domestic market and smooth expansion of overseas manufacturing operations both contributed to the gain. Domestic demand centered on air
conditioners, large-screen TVs incorporating broadcast satellite tuners, lighting products, and materials.
The consumer products business has been restructured to reflect the continuing development of the
infonnation society and the personal and household
use of ioformation and communications devices. The
Consumer Products Group has been separated into
two business units, the \^deo & Electronics Media
Group and the Airconditioners & Appliances Group.
The Video & Electronics Media Group aims to position Toshiba as a major presence in multimedia.
Further Information
For further infonnation about the company's business
segments, please contact the appropriate Dataquest
industry service.
©1992 Dataquest Incorporated January—Reproduction Prohibited
0012542
Toshiba Corporation
Table 1
Five-Year Corporate Highlights (Millions of U.S. Dollars)
1987
1988
1989
1990
1991
20,734.7
36.01
25,881.3
24.82
29,636.6
14.51
29,748.8
0.38
33,251.2
11.77
Capital Expenditure
Percent of Revenue
1,337,1
6.45
1,359.7
5.25
2,086.5
7.04
2.263.3
7.61
3,122.3
9.39
R&D Expenditure
Percent of Revenue
1,260.7
6.08
1,575.0
6.09
1,796.5
6.06
1,860.4
6.25
2,117.4
6.37
Number of Employees
Revenue ($K)/Employee
121,000
171.36
122,000
212.14
125,000
237.09
142,000
209.50
162,000
205.25
Net Income
Percent Change
214.4
(20.15)
439.8
105.13
9,310.0
2,016.87
922.1
(90.10)
856.2
(7.15)
Exchange Rate ( U . S . $ 1 ^
159.56
138.03
128.25
142.93
141.21
Five-Year Revenue
Percent Change
1991 Fiscal Year
Qi
Q2
Q3
Q4
Quarterly Revenue
Quarterly Profit
NA
NA
NA
NA
NA
NA
NA
NA
NA= Not avajlatde
Sowce: Toshiba CorpoTation
Anmial Reports
Dataquest (Jaimaiy 1992)
Table 2
Revenue by Geographic Region (Percent)
Region
1987
1988
1989
1990
1991
Japan
Overseas
69.14
30.86
69.03
30.97
67.93
32.07
60.73
31.62
54.99
30.98
Source: Toshiba Catponttion
Animal Reports
Dataquest (Jannary 1992)
0012S42
©1992 Dataquest Incorporated January—Reproduction Prohibited
Toshiba Corporation
1991 SALES O F H C E LOCATIONS
Europe—4
Asia/Pacific—11
Japan—67
ROW—11
MANUFACTURING LOCATIONS
North America
Intemational Fuel Cells
A joint venture with United Technologies to
produce fuel cells
Microelectronics Center
Semiconductors
Toshiba America Inc.
TVs, microwave ovens, VCRs, toners, telephones,
medical equipment
Toshiba Intemational
Motors, circuit boards, control equipment
Toshiba Westinghouse Electronics
A joint venture to produce color CRTs
Europe
Compagnie Europeen Pour La Fabrication
D'Enceintes A Micro-Ondes (France)
A joint venture with Thomson of France to
produce microwave ovens
Toshiba Consumer Products GmbH (Germany)
VCRs, TVs
Toshiba Consumer Products Ltd. (United Kingdom)
TVs, VCRs, microwave ovens
Toshiba Consumer Products S.A. (France)
Lamps for copiers
Toshiba Semiconductor GmbH (Germany)
Semiconductors
Toshiba Systemes S.A. (France)
A joint venture with ROHM Poulanc to produce
plain paper copiers
AsicUPacific
Amori Taic (Japan)
Radio cassette recorders, record players,
component stereos
6
Buzen Toshiba Electronics Co. Ltd. (Japan)
Semiconductors
Hankook Tungsten (South Korea)
Tungsten, molybdenum wires and parts
Harison Denki (Japan)
Electric lamps
Himeji Toshiba Electronics (Japan)
ICs, lead frames for semiconductors
Hokuto Electronics (Japan)
CRTs
Iwate Toshiba Electronics Co. Ltd. (Japan)
Semiconductors
Kaga Toshiba Electronics (Japan)
Semiconductors
Kitashiba Electric Co. Ltd. (Japan)
Transformers, electric motors
Kitsuki Toshiba Electronics (Japan)
Semiconductors
Korea Electronics (South Korea)
Semiconductors, TVs
Kumdong Lighting (South Korea)
Fluorescent lamps
Leechun Electric Mfg. (South Korea)
Generators, motors, transformers, pumps
Marcon Electronics Co. Ltd. (Japan)
Capacitors, hybrid ICs
Nishishiba Electric Co. Ltd. (Japan)
Electric marine equipment
Nougata Toshiba Electronics (Japan)
Semiconductors
Olivetti Corporation of Japan (Japan)
Data communications equipment, computers, word
processing systems, Qrpewriters
Onkyo Corporation (Japan)
Audio equipment and parts
Shibauia Engineering Works Co. Ltd. (Japan)
Motors, electric tools
Sold Computer (Japan)
Microcomputer and peripherals
Tatung Co. (Taiwan)
TVs, reMgerators, transformers
Thai Toshiba Electric Industries Co. Ltd. (Thailand)
A joint venture with Siam Cement of Thailand to
produce TVs, reMgerators, electric fans, electric
rice cookers, motors
Thai Toshiba Fluorescent Lamp Co. Ltd. (Thailand)
Glass tubes for fluorescent lanq>s
Thai Toshiba Lighting Co. Ltd. (Thailand)
Fluorescent lamps
Tohoku Semiconductor (Japan)
Semiconductors
Toki Electric Industrial (Japan)
Electric lamps, lighting equipment
©1992 Dataquest Incorporated January—Reproduction Prohibited
0012342
Toshiba Corporation
Tokyo Electric Co. Ltd. (Japan)
Business machines, lighting equipment, home
appliances
Tokyo Electronic Industry Co. Ltd. (Japan)
Industrial video equipment, control equipment
Tokyo Optical (Japan)
Optical uistruments
Toshiba Battery (Japan)
Dry batteries, battery applied products
Toshiba Ceramics (Japan)
Ceramics
Toshiba Chemical Corporation (Japan)
Plastic products, insulating materials
Toshiba Cold Chain (Japan)
Freezers, vending machines
Toshiba Components Co. Ltd. (Japan)
Semiconductors
Toshiba Electric Equipment Co. Ltd. (Japan)
Lighting fixtures
Toshiba Electronics Malaysia Sdn. Bhd. (Malaysia)
IC memories
Toshiba Electronic Systems Co. Ltd. (Japan)
A joint venture with General Electric to produce
and market electronic equipment
Toshiba Engineering & Construction Co. Ltd. (Japan)
Electric facilities
Toshiba Glass Co. Ltd. (Japan)
Glass products
Toshiba Heating Appliances (Japan)
Oil heating equipment
Toshiba Kiki (Japan)
Lighting equipment, etc.
Toshiba Machine (Japan)
Machinery, machine tools
Toshiba Medical Systems Co. Ltd. (Japan)
Medical electronic equipment
Toshiba Seiki (Japan)
Automatic precision apparatus
Toshiba Singapore Pte. Ltd. (Singapore)
Color TVs, TV parts, audio equipment
Toshiba Steel Tube Co. Ltd. (Japan)
Steel tubes, electric conduit tubes
Toshiba 'I\mgaloy (Japan)
Special alloy tools
ROW
Industria Mexicana Toshiba S.A. (Mexico)
Semiconductors
Semp Toshiba Amazonas S.A. (Brazil)
TVs, audio equipment
Toshiba Electromex S.A. de C.V. (Mexico)
Color TV parts for Toshiba America
0012S4Z
SUBSIDIARIES
North America
GE Toshiba Lighting Corporation (United States)
Ottawa Design Center (Canada)
Toshiba America Consumer Products Inc. (United
States)
Toshiba America Electronic Components Inc. (United
States)
Toshiba America, Inc. (United States)
Toshiba America Information Systems Inc. (United
States)
Toshiba America Medical Systems Inc. (United
States)
Toshiba Display Devices Inc. (United States)
Toshiba Hawaii Inc. (United States)
Toshiba International Corporation (United States)
Toshiba of Canada Ltd. (Canada)
Europe
Compagnie European Pour La Fabrication
D'Enceintes A Micro-Ondes (France)
Toshiba AG (Switzerland)
Toshiba Consumer Products GmbH (Germany)
Toshiba Consumer Products Ltd. (United Kingdom)
Toshiba Consumer Products S.A. (France)
Toshiba Deutschland GmbH (Germany)
Toshiba Electronics Espana S.A. (Spain)
Toshiba Electronics Europe GmbH (Germany)
Toshiba Electronics Italiana S.R.L. (Italy)
Toshiba Electronics Ltd. (United Kingdom)
Toshiba Electronics Scandinavia AB (Sweden)
Toshiba Europa GmbH (Germany)
Toshiba Information Systems (Belgium)
Toshiba Information Systems Ltd. (United Kingdom)
Toshiba Information Systems S.A. (Spain)
Toshiba Information Systems S.p.A. (Italy)
Toshiba Informationssyteme GmbH (Germany)
Toshiba International (Europe) Ltd. (United
Kingdom)
Toshiba International Finance B.V. (Netherlands)
Toshiba International Finance Ltd. (United Kingdom)
Toshiba Ltd. (United Kingdom)
Toshiba Medical Systems Europe B.V. (Netherlands)
Toshiba Semiconductor GmbH (Germany)
Toshiba Systemes S.A. (France)
Asia/Pacific
Iwate Toshiba Electronics Co. Ltd. (Japan)
Kitashiba Electric Co. Ltd. (Japan)
©1992 Dataquest Incorporated January—Reproduction Prohibited
Toshiba Corporation
Kyodo Building Corporation (Japan)
Man On Toshiba Ltd. (Hong Kong)
Maroon Electronics Co. Ltd. (Japan)
Minato Building Co. Ltd. (Japan)
Nikko Jitsdugyo Co. Ltd. (Japan)
Nishishiba Electric Co. Ltd. (Japan)
Onkyo Corporation (Japan)
Shibaura Engineering Works Co. Ltd. (Japan)
TDH, Inc. (Japan)
Thai Toshiba Electric Industries Co. Ltd. (Thailand)
Tokyo Electric Co. Ltd. (Japan)
Toshiba Automation Co. Ltd. (Japan)
Toshiba Battery Co. Ltd. (Japan)
Toshiba Builders Appliance Co. Ltd. (Japan)
Toshiba Building Corporation (Japan)
Toshiba Ceramics Co. Ltd. (Japan)
Toshiba Chemical Corporation (Japan)
Toshiba Components Co. Ltd. (Japan)
Toshiba Consumer Products Co. Ltd. (Thailand)
Toshiba Credit Corporation (Japan)
Toshiba Display Devices Co. Ltd. (Thailand)
Toshiba Electric Appliances Co. Ltd. (Japan)
Toshiba Electric Equipment Corp. (Japan)
Toshiba Electronic Systems Co. Ltd. (Japan)
Toshiba Electronics Asia, Ltd. (Hong Kong)
Toshiba Electronics Malaysia Sdn. Bhd. (Malaysia)
Toshiba Electronics Taiwan Corporation (Taiwan)
Toshiba Elevator & Escalator Service Co. Ltd.
(Japan)
Toshiba Engineering & Construction Co. Ltd. (Japan)
Toshiba Engineering Co. Ltd. (Japan)
Toshiba Glass Co. Ltd. (Japan)
Toshiba Heating Appliances Co. Ltd. (Japan)
Toshiba Higashinihon Consumer Electronics Co. Ltd.
(Japan)
Toshiba Information Equipment Co. Ltd. (Japan)
Toshiba International Corporation Pty. Ltd.
(Australia)
Toshiba Li^tec Corporation (Japan)
Toshiba Medical Systems Co. Ltd. (Japan)
Toshiba Physical Distribution Co. Ltd. (Japan)
Toshiba Pty. Ltd. (Australia)
Toshiba Sdes and Services Sdn. Bhd. (Malaysia)
Toshiba Silicone Co. Ltd. (Japan)
Toshiba Singapore Pte. Ltd. (Singapore)
Toshiba Steel Tube Co. Ltd. (Japan)
Toshiba Thailand Co. Ltd. (Thailand)
ROW
Industria Mexicana Toshiba S.A. (Mexico)
Semp Toshiba Amazonas S.A. (Brazil)
T and S Servicos Industrias S/C Ltda. (Brazil)
Toshiba
Toshiba
Toshiba
Toshiba
de Brasil S.A. (Brazil)
de Panama S.A. (Panama)
Electromex S.A. de C.V. (Mexico)
Medical de Brasil Ltda. (Brazil)
ALLIANCES, JOINT VENTURES, AND
LICENSING AGREEMENTS
1991
Motorola Inc.
Motorola Inc.'s semiconductor products sector
signed a joint-development agreement with
Toshiba to design a MUSE (Miiltiple Sub-nyquist
Encoding) decoder chip set for HDTV systems
used in JapaiL The chips are expected to be completed by the middle of 1992.
Sun Microsystems Inc.
Sun Microsystems Inc. and Toshiba will jointly
develop the technology required to commercialize
multimedia workstations, which will be compatible
with the BISDN telecommunications service.
Synergy Semiconductor
Toshiba has acquired approximately a 10 percent
minority stake in Synergy Semiconductor. This
strategic alliance will provide for a jointdevelopment effort to build libraries of higih-speed
ECL and E-BiCMOS ASIC designs. Under the
agreement, Toshiba will buUd 6-inch submicron
production lines in Japan for the to-be-designed
ECL and E-BiCMOS ASICs.
Echelon Corporation
Echelon has licensed to Toshiba and Motorola the
Neuron chip fEimily, its local operating network
(LON) product lines. The chip family comprises of
two members: the 3210 and 3150.
TEC Electronics
Toshiba has licensed TEC Electronics, a subsidiary
of its Tokyo Electric Corp. affiliate, to market its
Dynabook notebook personal computers, along
with the point-of-sale terminals that Toshiba
manufactures.
Bull Micral of America
Toshiba entered into the PC logic chip set business
with a chip set for 486-based Micro Chaimel systems licensed from Bull Micral of America, an
affiliate of Groupe Bull.
©1992 Dataquest Incorporated January—^Reproduction Prohibited
0012542
Toshiba Corporation
Texas Instruments Inc.
Texas Instruments Inc. and Toshiba signed a
10-year patent cross-licensing agreement Toshiba
wiU pay Texas Instruments royalties for using the
patented chip technology.
generation of intelligent power-controller chips
being developed by Echelon Systems. Under the
terms of the agreement, Toshiba's Semiconductor
Group will manufacture and market the Echelondesigned ICs. The agreement also permits Toshiba
to design, manufacture, and market enhanced versions of the chips.
1990
IBM Japan Ltd.
Toshiba and IBM Japan are jointly constructing a
plant that will have a production capability of
50,000 LCD panels a year.
Motorola Inc.
Toshiba and Motorola reportedly plan to sign an
agreement to exchange gate array technology to
allow the companies to act as mumal second
sources. In the United States, Motorola will produce gate arrays designed and developed by Toshiba, which Motorola intends to market for use in
workstations. In Japan, Tohoku Semiconductor
Inc., a joint venture of the two companies, will
produce gate arrays based on Motorola technology
for supply to local companies. Toshiba and Motorola also plan to expand their technological cooi>eration to include discrete semiconductors.
Businessland
Businessland Japan will be formed by Businessland, Canon, Fujitsu, software distributor Softbank,
Sony, and Toshiba to provide systems integration
services for international firms. Businessland will
have a 54 percent stake in the joint venture, Softbank will have 26 percent, and the otherfirmswill
have 5 percent each.
Spectrum Cellular Corp.
Toshiba will market Dallas-based Spectrum Cellular's new cellular/landline modem with its laptop
computers as the T24D/X, and Spectrum will also
develop five separate versions of its new
SmartCable product for sale by Toshiba.
General Electric (GE)
GE and Toshiba have entered into a joint marketing agreement covering the sale of GE's
CompuScene PT2000 in Japan. The visual simulation system and other Compu-Scene products will
be distributed by Toshiba Electronics Systems, a
GE/Toshiba joint venture company.
Echelon Systems Corp.
Motorola and Toshiba have become the first semiconductor makers to license the rights to a new
0012542
1989
EDA Systems Inc.
EDA signed a purchase agreement with Toshiba
for its Powerframe product, a design management
framework that integrates third-party CAD/CAE
tools and speeds the overall electronic design
process.
IBM Corporation
The two companies agreed to the joint development of a color fiat panel display for computers
that is larger and clearer than any demonstrated
previously.
Digital Equipment Corporation
The companies have a technology exchange agreement that will ensure the integration of Toshiba's
laptop personal computers into Digital's networking environment
Weitek Corporation
Under a joint development agreement, Weitek wUl
manufacture some of its semiconductors in Toshiba's plant; Toshiba wiU gain access to some of
Weitek's floating-point product technology.
McDonnell Douglas
McDonnell Douglas has agreed to port its PRO-IV
appUcation development language to minicomputers manufactured by Toshiba.
Cummins Engine Co.
The companies have undertaken a joint venture to
market silicon nitride ceramic components in
North America.
Sun Microsystems Inc.
The companies signed a worldwide licensing
agreement to bundle the SPARC MPU architecture, the SunOS operating system, and the Open
Look Graphics interface into a series of smallfootprint, low-cost computers.
Siemens
The companies extended their long-standing alliance in ASICs.
©1992 Dataquest Incorporated January—^Reproduction Prohibited
Toshiba Corporation
1988
Zoran
The companies agreed to a technology and
manufacturing alliance.
Motorola Inc.
Under a joint venture, the companies formed
Tohoku Semiconductor. Tohoku is using Toshiba's
marketing channels to market Motorola's 68000
series MRUs in Japan.
Advanced Silicon Corporation
Toshiba agreed to provide Advanced Silicon Corporation with 6-inch CMOS wafers and jointly
develop ASIC software.
Siemens and G£
The companies agreed to joindy develop a common cell library.
SGS-Thomson
The companies extended a six-year agreement to
patent cross-licensing related to semiconductor
technology.
1987
GRiD
Toshiba agreed to supply GRiD with an IBM PC
AT-compatible kneetop computer.
Mitsui Petrochemical
The companies imdertook the joint development of
a magnetic tape emulator.
Viewlogic Systems
\^ewlogic Systems is the principal worldwide supplier of CAE software for Toshiba.
Aida Corporation
Toshiba agreed to provide Aida with its TC17G
gate array library models. Toshiba is gaining
access to Aida's semicustom IC design equipment
SGS-ATES
The companies made afive-yeartechnical collaboration agreement allowing Toshiba to use SGSATES' semiconductor sales network in Europe and
allowing SGS-ATES to receive LSI fab technology
and technical training for its engineers from
Toshiba.
SDA Systems
The companies undertook afive-yearjoiat venture
to cooperatively develop CAD systems for IC
design.
10
MERGERS AND ACQUISITIONS
1991
UNIX System Laboratories
AT&T sold one-fifth of its UNIX System Laboratories to eleven computer companies, includiag
Toshiba. The other computer companies involved
are Motorola Inc., Novell Inc., Sun Microsystems
Inc., NEC America Inc., England's ICL, Ing.
C. Olivetti & Co. of Italy, the Institute for Information Industry of Taiwan, Fujitsu Ltd., and Old
Electric Industries Co. Ltd.
Vertex Semiconductor Corporation
Toshiba America Electronic Components Inc.
acquired Vertex Semiconductor Corporation for
approximately $20 million. Vertex is a designer
and manufacturer of high-performance, multichip
ASICs for high gate cotmt, performance-driven
electronic systems. Toshiba had already owned a
14 percent equity stake under a three-year agreement signed in 1989.
1990
Toshiba Display Devices Inc. and Toshiba America
Electronic Components Inc.
These two Toshiba subsidiaries have been merged
to complete the consolidation of all of Toshiba's
North American components marketing, sales, and
manufacturing operations.
Power and Design
Toshiba has acquired Power and Design, a Belgian
distributor for Toshiba. The new subsidiary will be
renamed Toshiba Information Systems and will
deal with marketing and sales for Toshiba-made
printers, photocopiers, personal computers, and fax
machines. The subsidiary is the seventh sales outlet for Toshiba communications and information
equipment in Europe.
Integrated CMOS Systems Inc. (ICS)
Toshiba has acquired equity stake in ICS. The
acquisition will enable Toshiba to use the U.S.
firm's design tools with existing customers, and,
under its own name, Toshiba will market a new
array family that will be developed using submicron CMOS technology. (Note: ICS subsequendy changed its name to Vertex Semiconductor
Corporation.)
©1992 Dataquest Incorporated January—Reproduction Prohibited
0012542
Toshiba Corporation
KEY OFFICERS
PRINCIPAL INVESTORS
Joichi Aoi
President and chief executive officer
The Dai-ichi Mutual Life Insurance Company—4.3
percent
Nippon Life Insurance Company—3.6 percent
The Mitsubishi Trust & Banking Corporation—^3.1
percent
The Mitsui Bank Limited—3.1 percent
Tsuyoshi Kawanishi
Senior executive vice president
Keiichi Komlya
Senior executive vice president
Kinichi Kadono
Senior executive vice president
FOUNDERS
Fumio Sato
Senior executive vice president
Information is not publicly available.
0012542
©1992 Dataquest Incorporated January—Reproduction Prohibited
11
Toshiba Corporation
Table 3
Consolidated Balance Sheet
Fiscal Year Ending in March
(Millions of U.S. Dollars)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Other Current Assets
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Common Stock
Other Equity
Retained Eiumings
Total Shareholders' Equity
Total Liabilities and Shareholders'
Equity
Exchange Rate ( U . S . $ 1 ^
1987
1990
1,279.5
4212.6
1,284.5
3,363.8
1,153.5
12,347.7
4,666.5
3.573.2
20,587.4
1988
3,681.8
5,223.5
1,409.8
5,308.7
1,333.8
17,030.4
5,346.6
4,399.8
26,776.8
1989
4,964.5
6,885.8
1,334.1
6,434.3
1,613.3
21,232.0
6,158.3
5,402.7
32,793.0
7,127.3
7,131.5
1,323.7
6,716.6
1,784.8
24,083.8
6,336.0
5,830.8
36,250.6
1991
5,998.9
8,288.4
1,373.8
7,808.2
1,882.3
25,351.6
7,915.2
5,896.9
39,163.7
11,500.1
4,570.0
800.5
16,870.6
951.6
935.3
1,829.7
3,716.8
15,018.5
5,642.3
915.0
21,575.8
1,424.3
1,489.5
2,287.2
5,201.0
19,002.7
6,007.0
918.6
25,928.3
1,791.0
1,894.0
3,180.0
6.864.7
19,287.1
8,429.3
937.5
28,653.9
1,831.0
2,359.2
3,406.6
7,596.7
20,713.1
9,112.7
991.4
30,817.2
1,924.8
2,475.7
3,945.9
8,346.4
20,587.4
159.56
26,776.8
138.03
32,793.0
128.25
36,250.6
142.93
39,163.7
141.21
Source: Toshiba Coipoiation
Animal Rq>otts
Dataquest (Januaty 1992)
12
©1992 Dataquest Incorporated January—^Reproduction Prohibited
0012542
Toshiba Corporation
Table 4
Consolidated Income Statement
Fiscal Year Ending in March
(Millions of U.S. Dollars, except Per Share Data)
Consolidated Income Statement
Revenue
Japanese Revenue
Non-Japanese Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate (U.S.$1=¥)
1987
1988
1989
1990
1991
20.734.7
14,336.8
6,397.9
15,223.8
1,260.7
5,187.4
1,337.1
489.0
2.36
58.00
214.4
2,732.5
25,881.3
17,865.7
8,015.6
18,640.2
1,575.0
6,443.5
1,359.7
909.2
3.51
56.00
439.8
2,939.4
29,636.6
20,133.3
9,503.3
20,150.0
1,796.5
7,553.2
2,086.5
1,830.8
6.18
56.00
922.1
3,074.6
29,748.8
18,065.5
9.405.3
20,037.8
1,860.4
7,500.9
2,263.3
1,886.9
6.3
54.0
922.1
3,172.5
33,251.2
18,285.5
10,302.4
22,509.0
2,117.4
8,886.1
3,122.3
1,833.4
5.5
51.0
856.2
3,206.1
0.07
0.05
1.36
159.56
0.15
0.06
1.77
138.03
0.29
0.06
2.23
128.25
0.28
0.07
1.68
142.93
0.25
0.07
1.82
141.21
Source: Tosbiba Coipoiation
Aiiiiual Reports
Dataquest (Januaiy 1992)
0012S42
©1992 Dataquest Incorporated January—Reproduction Proliibited
13
Toshiba Corporation
Table 5
Consolidated Balance Sheet
Fiscal Year Ending in March
(BUlions of Yen)
Balance Sheet
Cash
Receivables
Marketable Securities
Inventory
Otiier Current Assets
Total Current Assets
Net Property, Plants
Other Assets
Total Assets
Total Current Liabilities
Long-Term Debt
Other Liabilities
Total Liabilities
Converted Preferred Stock
Common Stock
Other Equity
Retained Earnings
Total Shareholders' Equity
Total Liabilities and
Shareholders' Equity
Exchange Rate (U.S.$1=¥)
1987
204.1
671.9
204.9
536.6
184.0
1,969.7
744.5
569.9
1988
508.2
721.0
194.6
742.7
184.1
2,350.7
737.9
607.4
1989
636.7
883.1
171.1
825.2
206.9
2,723.0
789.8
692.9
1990
1,018.7
1,019.3
189.2
960.0
255.1
3,442.3
905.6
833.4
1991
847.1
1,170.4
194.0
1,102.6
265.8
3,579.9
1,117.7
832.7
3,284.1
3,696.0
4,205.7
5,181.3
5,530.3
1,834.5
729.0
127.7
2,691.2
0
151.8
149.2
291.9
2,073.0
778.8
126.3
2,978.1
0
196.6
205.6
315.7
2,437.1
770.4
117.8
3,325.3
0
229.7
242.9
407.8
2,756.7
1,204.8
134.0
4,095.5
0
261.7
337.2
486.9
2,924.9
1,286.8
140.0
4,351.7
0
271.8
349.6
557.2
592.9
717.9
880.4
1,085.8
1,178.6
3.284.1
159.56
3,696.0
138.03
4,205.7
128.25
5,181.3
142.93
5,530.3
141.21
SooTce: Toshiba Coipoiation
Annual Rq)arts
Dataquest (Januaiy 1992)
14
©1992 Dataquest Incorporated Januaiy—Reproduction Prohibited
0012542
Toshiba Corporation
Table 6
Consolidated Income Statement
Fiscal Year Ending in March
(Billions of Yen, except Per Share Data)
Consolidated Income Statement
Revenue
Japanese Revenue
Non-Japanese Revenue
Cost of Sales
R&D Expense
SG&A Expense
Capital Expense
Pretax Income
Pretax Margin (%)
Effective Tax Rate (%)
Net Income
Shares Outstanding, Millions
Per Share Data
Earnings
Dividend
Book Value
Exchange Rate (U.S.$1=¥)
1987
1988
1989
1990
1991
3,307.6
2,287.0
1,020.6
2,428.5
201.1
827.5
213.3
78.0
2.4
58.0
34.2
2,732.5
3,572.4
2,466.0
1,106.4
2,572.9
217.4
889.4
187.7
125.5
3.5
56.0
60.7
2,939.4
3,800.9
2,582.1
1,218.8
2,584.2
230.4
968.7
267.6
234.8
6.2
56.0
119.4
3,074.6
4,252.0
2,582.1
1,344.3
2,864.0
265.9
1,072.1
323.5
269.7
6.3
54.0
131.8
3,172.5
4.695.4
2,582.1
1,454.8
3,178.5
299.0
1,254.8
440.9
258.9
5.5
51.0
120.9
3,206.1
11.86
8.00
216.98
159.56
20.37
8.00
244.23
138.03
37.27
8.00
286.35
128.25
40.11
10.00
342.3
142.93
35.72
10.00
367.6
141.21
Soiuce: Toshiba Coiporation
Annual Reports
Dataquest (Jamiaiy 1992)
Table 7
Key Financial Ratios
Fiscal Year Ending in March
Key Financial Ratios
Liquidity
Current (Times)
Total Assets/Equity (%)
Current Liabilities/Equity (%)
Total Liabilities/Equity (%)
Profitability (%)
Return on Assets
Return on Equity
Profit Margin
Other Key Ratios
R&D Spending % of Revenue
Capital Spending % of Revenue
Employees
Revenue (¥M)/Employee
Capital Spending % of Assets
Exchange Rate (U.S.$1=¥)
1987
1988
1989
1990
1991
1.07
553.90
309.41
453.90
1.13
514.83
288.76
414.83
1.12
477.70
276.82
377.70
1.25
477.19
253.89
377.19
1.22
469.23
248.17
369.23
1.04
5.77
1.03
1.64
8.46
1.70
2.84
13.56
3.14
2.54
12.14
3.10
2.19
10.26
2.57
6.08
6.45
121,000
27.34
6.49
159.56
6.09
5.25
122,000
29.28
5.08
138.03
6.06
7.04
125,000
30.41
6.36
128.25
6.25
7.61
142,000
29.94
6.24
142.93
6.37
9.39
162,000
28.98
7.97
141.21
Source: Ibsbiba Coiporation
Annual Reports
Dataquest (January 1992)
0012542
©1992 Dataquest Incorporated January—Reproduction Prohibited
15
TRW, Inc.
BACKGROUND AND OVERVIEW
TRW, Inc., originally known as Thompson Ramo Wooldridge, Inc., adopted its present
name in 1965. The Company was formed in 1958 with the merger of Thompson Products,
founded as the Cleveland Cap Screw Company on January 2, 1901, and the Ramo
Wooldridge Corporation, which had been launched in 1953 with the financial support of
Thompson Products.
The Cleveland Cap Screw Company, as Thompson Products, became the leading
producer of automotive and aircraft valves in the United States.
The Ramo Wooldridge Corporation, specializing in the concept of systems
engineering, was named as systems engineer and technical advisor to the U.S. Air Force
in early 1955. In this role, Ramo Wooldridge was overseeing 220 prime contractors and
thousands of subcontractors involved in a $17 billion crash effort for the U.S. ballistic
missile program by 1957. This took TRW, Inc., into the aerospace industry and enabled
the Company to become an early leader in the design and manufacture of unmanned
spacecraft.
Today, TRW employs some 80,000 people worldwide. The Company provides
products and services with a high-technological or engineering content to the space,
defense, information systems, automotive, and energy markets.
Recently, TRW has disposed of almost all its electronic components operations
except for LSI products. This former division is now a full subsidiary called TRW LSI
Products Inc. Contrary to recent press statements, TRW LSI Products is a merchant
market supplier (less than 0.5 percent of its turnover is captive).
TRW LSI Products' European headquarters is in Munich, West Germany. It also has
European marketing and sales sites in Guildford, United Kingdom, and Paris, France. All
LSI products are now manufactured in the United States and imported into Europe.
Table 1 shows Dataquest's estimate of TRW's European semiconductor revenue.
ESIS Volume III
0002631
© 1989 Dataquest Incorporated February
TRW, Inc.
Table 1
TRW, Inc.
Estimated European Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
1983
1984
1985
1986
1987
$ 17
$ 21
$ 21
$ 20
$ 11
Total Integrated Circuit
Bipolar Digital
MOS
Linear
$
8
4
0
4
$ 10
4
0
6
$
9
4
0
5
$
8
4
1
3
0
0
0
0
Total Discrete
Transistor
Diode
Thyristor
Other
$
5
4
1
0
0
$
6
5
1
0
0
$
4
4
0
0
0
$
4
4
0
0
0
$
2
2
0
0
0
$
5
$
8
$
8
$
9
Total Semiconductor
Total Optoelectronic
Source:
Dataquest
February 1989
PRODUCTS AND MARKETS SERVED
TRW LSI Products manufactures ICs, hybrids, and printed circuit boards in the area
of data conversion, and linear, arithmetic, and signal processing products for imaging,
test equipment, military, telecommunications, and instrumentation equipment.
OUTLOOK
The Company is concentrating on producing higher-performance, higher-resolution
data conversion especially in hybrids, as well as more complete DSP functions on a single
chip.
© 1989 Dataquest Incorporated February
ESIS Volume III
0002631
^
Zilog, Inc.
BACKGROUND AND OVERVIEW
Zilog, Inc., was founded in November 1974 by F. Faggin and R. Ungermann, both
previously with Intel Corporation. The Company was established to manufacture and sell
microprocessor products. In June 1975, Exxon Enterprises, Inc., the oil company, showed
an interest in the newly formed company and offered capital assistance. Zilog is now an
affiliate of Exxon Enterprises.
In October 1976, Zilog's headquarters were established in Cupertino, California.
Over the next few years, widespread recognition for the Z80, Zilog's improved
second-generation version of Intel's highly successful 8080 8-bit microprocessor, brought
rapid growth and expansion for the Company. Zilog opened its first in-house component
manufacturing facility, designed to employ the latest state-of-the-art technology, in
Campbell, California. In addition, a systems manufacturing facility was also opened in
Cupertino, and a component assembly plant in Manila, the Philippines. Zilog also opened
its first domestic facility outside California, a manufacturing plant in Nampa, Idaho.
The addition of this facility considerably increased Zilog's wafer fabrication potential.
In November 1984, Dr. Ed Sack took over as president and chief executive. He
began reorganizing the Company from one driven by technology to one led by market
needs.
Zilog has always had a reputation for technological excellence, but in the past it did
not have good sales and earnings. Dr. Sack became actively involved in every aspect of
the Company's operations and geared it to perceiving customers' needs. This resulted in
Zilog moving into profit in 1986, and increasing sales still further in 1987.
Table 1 shows Zilog's European semiconductor revenue by technology.
ESIS Volume III
© 1988 Dataquest Incorporated February
Zilog, Inc.
Table 1
Zilog, Inc.
Estimated European Semiconductor Revenue by Product Line
(Millions of U.S. Dollars)
Total Semiconductor
Total Integrated Circuit
Bipolar Digital
MOS
Linear
Total Discrete
Transistor
Diode
Thyristor
Other
2M2
1983
$9
$10
$9
0
9
0
0
0
0
0
0
1984
1985
1986
$13
$9
$12
$10
0
10
0
$13
0
13
0
$9
0
9
0
$12
0
12
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total Optoelectronic
Source:
Dataquest
February 1988
PRODUCTS AND MARKETS SERVED
Zilog developed the Z80 microprocessor in 1976 and has since added a broad line of
peripheral devices. The Company introduced the first members of two new families, the
Z8, a single-chip, 8-bit microcomputer aimed at high-performance, cost-sensitive
applications, and the Z8000, a 16-bit microcomputer that took Zilog into the high-end
microcomputer market.
Zilog has a wide product range in the systems area, including development systems,
a complete line of Z80-based microcomputer boards and general-purpose microcomputer
systems, and a vast array of software support.
As regards the Z80000 family, Zilog was sampling the Z80000 microprocessor
throughout 1986. Production began in March 1987, and small quantities of the device are
currently available. Full production is scheduled for early this year.
© 1988 Dataquest Incorporated February
ESIS Volume III
Zilog, Inc.
Zilog has several 32-bit devices aimed at more specialized markets. The latest in
this family is the Z320 microprocessor launched in November 1987. With its $26 price
tag, it is aimed at starting a trend toward lower-price 32-bit processors. The device is
supported by the range of hardware design and software development tools already
available for the Z8000 family.
In 1988, Zilog plans to include ADA compilers for embedded control, an IBM PC AT
single-board computer, evaluation board ATZ80K, and a real-time operating system.
The Company has agreements with other suppliers including AT&T, Catalyst,
Hitachi, NEC, Sharp, Toshiba, and VLSI Technology.
OUTLOOK
Dr. Sack sees four main trends in the processor market:
•
The 8-bit market still has plenty of life left because designers are still
working with 8-bit microcomputers.
•
The processor market has three camps—the Intel devices driving IBM personal
computers and compatibles, the "UNIX engine" market dominated by Motorola,
and the embedded processor and microcomputer market where standards are
less of an issue.
•
There is a trend toward higher levels of chip integration.
•
ASIC devices have fueled the processor market, so companies with proprietary
processor architectures become valuable to the ASIC supplier.
Zilog's main future thrust will be in the direction of superintegration, with 8-bit
processor cores well placed to form the heart of superintegrated solutions. The
Company is pursuing the superintegration goal through two routes. The first is to
increase the integration level of its own proprietary processors; the second is to work
closely with selected customers to develop standard devices tailored for specific
applications (cable TV decoders and modems, for example).
ESIS Volume III
© 1988 Dataquest Incorporated February
Zilog, Inc.
(Page intentionally left blank)
© 1988 Dataquest Incorporated February
ESIS Volume m
Market Share Executive Summary
1987 EUROPEAN MARKET SHARE ESTIMATES
The following table summarizes the data in our "Market Share" service section,
which is located in Volume HI, "Companies," of the European Semiconductor Industry
Service notebooks (directly following this section). The European revenue shown in the
table is given by product and supplier bases. All figures are reported in millions of
dollars.
ESIS Volume HI
0001391
© 1988 Dataquest Incorporated September
Market Share Executive Summary
European Revenue—^Market Share Executive Summary
(Millions of Dollars)
1981
198?
1983
1984
1985
1986
1997
Total Semiconductor
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$3,041 $3,167 $3,370 $4,805 $4,720 $5,532 $6,355
1,285 1,297 1,358 1,721 1,809 2,323 2,714
1,596 1,656 1,680 2,475 2,377 2,539 2,746
160
214
332
609
534
664
845
0
0
0
0
0
6
50
Total Integrated Circuit
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$1,892 $1,988 $2,323 $3,634 $3,556 $4,088 $4,693
649
641
751 1,059 1,115 1,447 1,697
1,103 1,157 1,270 2,003 1,953 2,043 2,196
140
190
302
572
488
592
750
0
0
0
0
0
6
50
Total Bipolar Digital
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
454 $ 434 $ 483 $
157
138
123
287
285
342
10
11
18
0
0
0
Total Bipolar TTL
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
413 $
141
262
10
0
Total Bipolar ECL
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
41 $
16
25
0
0
40 $
14
26
0
0
37 $
13
24
0
0
$
454 $
157
287
10
0
434 $
138
285
11
0
483 $
123
342 .
18
0
Total Bipolar Digital
(recap)
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
724 $ 709 $
180
194
526
491
18
24
0
0
782 $ 725
219
243
529
439
34
43
0
0
394 $ 446 $ 659 $ 641 $ 705 $ 564
124
110
161
168
192
147
259
318
480
449
486
389
11
18
18
24
27
28
0
0
0
0
0
0
65 $
19
46
0
0 .
68 $
26
42
0
0
724 $ 709 $
180
194
526
491
18
24
0
0
77 $
27
43
7
0
161
96
50
15
0
782 $ 725
219
243
529
439
34
43
0
0
(Continued)
® 1988 Dataquest Incorporated September
ESIS Volume m
0001391
Market Share Executive Summary
Eur(^)ean Revenue—^Market Share Executive Summary
(Millions of Dollars)
laSl
19S2
1983
100 $
17
78
5
0
1984
1965
1986
1987
Total Bipolar Memory
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
103 $
18
80
5
0
107 $ 149 $ 157 $ 172 $
24
33
41
42
76
107
103
108
7
9
13
22
0
0
0
0
Total Bipolar Logic
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
351 $ 334 $ 376 $ 575 $ 552 $ 610 $ 640
139
121
99
147
153
177
222
207
207
266
419
388
421
388
5
6
11
9
11
12
30
0
0
0
0
0
0
0
Total MOS Digital
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
882 $ 948 $1,227 $2,092 $1,953 $2,280 $2,753
210
206
319
523
531
722
825
551
572
639 1,034
975 1,014 1,221
121
170
269
535
447
538
657
0
0
0
0
0
6
50
Total MMDS
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
607 $ 650 $ 824 $1,443 $1,232 $1,294 $1,434
117
103
186
329
298
381
366
392
410
425
724
624
567
716
98
137
213
390
310
346
343
0
0
0
0
0
0
9
Total CMOS
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
189 $
45
121
23
0
214 $
57
124
33
0
353 $
116
181
56
0
Total Hi-CMOS
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
0 $
0
0
0
0
0 $
0
0
0
0
0 $
0
0
0
0
85
21
51
13
0
617 $ 702 $ 976 $1,284
181
226
338
443
291
339
440
490
145
137
192
310
0
0
6
41
0 $
0
0
0
0
0 $
0
0
0
0
0 $
0
0
0
0
24
14
7
3
0
(Continued)
ESIS Volume HI
0001391
© 1988 Dataquest Incorporated September
Market Share Executive Summary
Eurcq)ean Revenue—^Market Share Executive Summary
(Millions of Dollars)
1981
IS31
86 $
48
38
0
0
Total Other MOS
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
1983
84 $
46
38
0
0
1984
50
17
33
0
0
1985
32
13
19
0
0
1986
1987
10 $
3
7
0
0
19
7
12
0
0
11
2
8
1
0
Total MOS Digital (recap)
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
882 $
210
551
121
0
948 $1,227 $2,092 $1,953 $2,280 $2,753
206
319
523
531
722
825
572
639 1,034
975 1,014 1,221
170
269
535
447
538
657
0
0
0
0
6
50
Total MOS Memory
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
426 $
33
289
104
0
469 $
45
281
143
0
581 $
86
278
217
0
995 $
137
457
401
0
750 $
107
346
297
0
Total MOS Microcomponent
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
149 $
17
119
13
0
168 $
27
123
18
0
239 $
41
161
37
0
465 $
86
278
101
0
485 $ 578 $ 794
97
147
168
277
307
448
111
124
178
0
0
0
Total MOS Logic
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
307 $
160
143
4
0
311 $
134
168
9
0
407 $
192
200
15
0
632 $
300
299
33
0
718 $ 880 $1,121
327
444
543
352
385
488
39
51
85
0
0
5
Total Linear
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
556 $ 606 $ 613 $ 818 $ 894 $1,026 $1,215
282
297
309
356
390
506
629
265
300
289
443
487
500
536
9
9
15
19
17
20
50
0
0
0
0
0
0
0
822 $ 838
131
114
322
285
363
394
6
45
(Continued)
® 1988 Dataquest Incorporated September
ESIS Volume m
0001391
Market Share Executive Summary
Eurc^>ean Revenue—^Market Share Executive Summary
(Millions of Dollars)
1981
3-982
2M1
1984
1985
1M&
1M2
Total Discrete
European Companies
U.S. Companies
Japanese Companies
Rest o£ World Companies
$
995 $1,011 $ 866 $ 963 $
571
579
518
560
407
412
325
375
17
20
23
28
0
0
0
0
954 $1,153 $1,384
575
711
839
346
395
478
33
47
67
0
0
0
Total Transistor
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
463 $
262
190
11
0
468 $
261
194
13
0
408 $
238
154
16
0
450 $
260
173
17
0
463 $
276
169
18
0
540 $ 655
303
357
207
252
30
46
0
0
Total Small Signal
Transistor
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
251 $
141
100
10
0
247 $
136
99
12
0
210 $
118
76
16
0
223 $
125
82
16
0
207 $
121
71
15
0
247
135
89
23
0
0
H/A
K/A
N/X
H/A
Total Power Transistor
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
212 $
121
90
1
0
221 $
125
95
1
0
198 $
120
78
0
0
227 $
135
91
1
0
256 $
155
98
3
0
293
168
118
7
0
0
H/A
N/A
H/A
H/A
384 $
210
172
2
0
391 $
213
176
2
0
327 $
181
144
2
0
358 $
186
170
2
0
342 $
186
150
6
0
432 $ 431
265
252
157
175
10
4
0
0
157 $
99
57
1
0
154 $
98
55
1
0
125 $
78
46
1
0
132 $
77
54
1
0
119 $
77
40
2
0
145
101
36
8
0
Total Diode
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
Total Small Signal Diode
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
0
H/A
H/A
H/A
H/A
(Contixmsd)
ESIS Volume ffl
0001391
® 1988 Dataquest Incorporated September
Market Share Executive Summary
European Revenue—^Market Share Executive Summary
(Millions of Dollars)
IMl
Total Power Diode
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
Total Zener Diode
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
Total Thyristor
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
$
JMl
laM
192 $ 202 $
89
93
102
108
1
1
0
0
35 $
22
13
0
0
103
73
29
1
0
liM
133^
174 $ 193 $
83
87
90
105
1
1
0
0
12M
ISSl
189 $ 247
90
139
96
106
3
2
0
0
0
N/A
N/A
M/A
N/A
0
N/A
H/A
M/A
N/A
35 $
22
13
0
0
28 $
20
8
0
0
33 $
22
11
0 1
0
34 $
19
14
40
25
15
0
0
105 $
77
27
1
0
91 $
70
20
1
0
103 $
75
25
3
0
100 $
77
20
3
0
125 $
102
19
4
0
183
152
28
3
0
Total Other Discrete
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
45 $
26
16
3
0
47 $
28
15
4
0
40 $
29
7
4
0
52 $
39
7
6
0
49 $
36
7
6
0
56 $
41
12
3
0
115
78
23
14
0
Total Optoelectronic
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
154 $
65
86
3
0
168 $
77
87
4
0
181 $
89
85
7
0
208 $
102
97
9
0
210 $
119
78
13
0
291 $
165
101
25
0
278
178
72
28
0
Total LED Lamp
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
41 $
21
20
0
0
44 $
24
20
0
0
45 $
27
18
0
0
55
33
21
1
0
55
36
16
3
0
76
44
24
8
0
0
N/A
N/A
N/A
N/A
(Continued)
© 1988 Dataquest Incorporated September
ESIS Volume m
0001391
Market Share Executive Summary
Eurc^>ean Revenue—^Market Share Executive Summary
(Millions of Dollars)
1981
1982
1983
1984
1985
1986
1987
Total LED Display
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
57 $
18
39
0
0
65
26
39
0
0
66
27
39
0
0
70
30
40
0
0
62
33
28
1
0
87
47
34
6
0
0
N/A
M/A
N/A
H/A
Total Optical Coupler
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
27 $
14
13
0
0
28 $
14
14
0
0
32
17
15
0
0
40
17
23
0
0
41 $
22
18
1
0
56
27
28
1
0
0
N/A
N/A
N/A
H/A
Total Other Optoelectronic
European Companies
U.S. Companies
Japanese Companies
Rest of World Companies
29
12
14
3
0
31 $
13
14
4
0
38 $
18
13
7
0
43 $
22
13
8
0
52
28
16
8
0
72
47
15
10
0
0
N/A
N/A
N/A
N/A
Source:
ESIS Volume ffl
0001391
® 1988 Dataquest Incorporated September
Dataquest
September 1988
Market Share Executive Summary
(Page intentionally left blank)
8
© 1988 Dataquest Incorporated September
ESIS Volume m
0001391
Appendix B—Market Share Estimates
An integral part of Dataquest's European Semiconductor Industry Service data base
is the analysis of semiconductor markets through estimation of market share by
manufacturer. This analysis provides insights into the semiconductor markets and
reinforces estimates of consumption, shipments, and company revenue that were made
using other data. The tables are grouped in two parts: the first part gives worldwide
market shares for European semiconductor companies, and the second part shows
European market shares for all major European, U.S., and Japanese semiconductor
companies. The tables included in Appendix B are as follows:
•
Tables B-1 through B-7—Worldwide market shares of European semiconductor
companies by product line
•
Tables B-8 through B-23—European market shares of all major European,
U.S., Japanese, and Rest of World semiconductor companies by product line
A full index of the tables is included for easy reference.
The totals given for the companies reflect worldwide production. For example,
Texas Instruments, Inc., manufactures semiconductors in many parts of the world, but its
entire production is included under the U.S. companies' market share section. Where a
company has a subsidiary, the subsidiary's revenue is included in the worldwide revenue
of the parent company.
DEFINITIONS AND CONVENTIONS
Dataquest uses a common manufacturer base for all data tables. This base includes
all noncaptive suppliers to the semiconductor market. It excludes captive suppliers, such
as IBM, that manufacture devices solely for the benefit of the parent company, but it
includes companies that actively market their semiconductor devices to industry as well
as to other divisions of their own companies. For these companies, both external
shipments and internal consumption are included. Devices that are used internally are
valued at current market prices.
All estimates given in these tables have been converted to U.S. dollars to make the
tables useful in comparing companies based in different countries. The dollar was chosen
as the common currency because of the U.S. producers' large presence in European
markets and because much of the source data are expressed in U.S. dollars.
Construction of the tables involves combining data from many countries, each of
which has different and changing exchange rates. Dataquest uses International Monetary
Fund average exchange rates for each year, and, as far as possible, the estimates are
prepared in terms of local currencies before conversion to U.S. dollars.
ESIS Volume ni
0000567
© 1988 Dataquest Incorporated September
Appendix B—Market Share Estimates
NEED FOR CAREFUL INTERPRETATION
Despite the care taken in gathering and analyzing the available data and in
attempting to categorize those data in a meaningful way, careful attention must be paid
to the definitions and assumptions used here when interpreting the estimates presented
in these tables. Various companies, government agencies, and trade associations may use
slightly different definitions of product categories and regional groupings, or they may
include different companies in their summaries. These differences should be kept in
mind when making comparisons between these data and those provided by other sources.
© 1988 Dataquest Incorporated September
ESIS Volume III
0000567
Appendix B—Market Share Estimates
INDEX OF TABLES
Product Segment
Table
Worldwide Market Shares of European Semiconductor Companies
by Product Line:
Total Semiconductor
Integrated Circuit
Bipolar Digital
MOS
Linear
Discrete
Optoelectronic
European Market Shares of Major Semiconductor Companies
by Product Line:
Total Semiconductor
Integrated Circuit
Bipolar Digital
Bipolar Memory
Bipolar Logic
MOS Digital
MOS Memory
MOS Microcomponent
MOS Logic
Linear
Discrete
Transistor
Diode
Thyristor
Other Discrete
Optoelectronic
ESIS Volume III
0000567
© 1988 Dataquest Incorporated September
B-1
B-2
B-3
B-4
B-5
B-6
B-7
B-8
B-9
B-10
B-11
B-12
B-13
B-14
B-15
B-16
B-17
B-18
B-19
B-20
B-21
B-22
B-23
Appendix B—Market Share Estimates
Table B-1
Worldwide Semiconductor Market Share Estimates
of Eurc^an Companies
(Millions of U.S. Dollars)
;al
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
1981
1982
19B3
1984
1985
1986
1987
$1,903
1,929
2,215
3,183
2,850
3,446
4,201
10
0
24
0
15
48
4
6
19
0
828
49
7
29
160
337
0
21
138
180
28
13
0
24
0
15
82
26
13
21
0
797
53
7
34
175
329
0
21
143
148
28
14
0
20
0
15
85
58
13
25
0
917
61
7
36
230
333
34
17
134
195
21
22
0
25
0
20
105
146
41
31
0
1,325
82
11
40
335
450
40
20
161
301
28
28
0
29
0
21
98
85
42
35
0
1,068
99
12
48
300
420
17
18
170
324
36
35
0
35
0
30
95
80
47
39
0
1,356
112
12
72
370
429
18
18
219
436
43
103
32
0
7
25
102
91
48
47
32
1,603
120
41
79
859
657
12
21
273
0
49
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume HI
0000567
Appendix B—Market Share Estimates
Table B-2
Worldwide Integrated Circuit Market Share
Estimates of European Companies
(Millions of U.S. Dollars)
Total
ASEA. Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
1981
1982
1983
1984
1985
1986
1987
$1,080
1,150
1,470
2,273
1,911
2,348
2,846
5
0
0
0
15
34
4
6
8
0
590
46
7
0
110
155
0
0
38
59
3
7
0
0
0
15
68
26
13
9
0
570
50
7
0
126
160
0
0
36
60
3
7
0
0
0
15
68
58
13
12
0
694
58
7
0
177
178
30
0
51
99
3
13
0
0
0
20
85
146
41
16
0
1,090
75
11
0
263
230
38
0
63
174
8
18
0
0
0
21
78
85
42
20
0
808
89
12
0
240
205
16
0
68
197
12
22
0
0
0
30
78
80
47
22
0
1,041
98
12
0
291
216
18
0
82
293
18
26
32
0
7
25
80
91
48
27
32
1,187
103
39
0
646
354
12
0
110
0
27
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source: DatagueSt
September 1988
0588-07
ESIS Volume III
0000567
© 1988 Dataquest Incorporated September
Appendix B—Market Share Estimates
Table B-3
Worldwide Bipolar Digital Market Share
Estimates of Eun4>ean Companies
(Millions of U.S. Dollars)
Total
ASEA Brovm Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
1981
1992
1983
1994
199$
1986
1997
$405
$404
$464
$752
$556
$573
$595
0
0
0
0
0
14
0
0
0
0
298
18
6
0
14
52
0
0
0
2
1
0
0
0
0
0
32
0
0
0
0
278
19
6
0
5
56
0
0
0
7
1
0
0
0
0
0
36
0
0
0
0
344
21
6
0
10
36
0
0
0
10
1
0
0
0
0
0
46
0
4
0
0
589
27
9
0
20
35
0
0
0
21
1
0
0
0
0
0
49
0
4
0
0
372
30
9
0
26
41
0
0
0
24
1
0
0
0
0
0
43
0
1
0
0
427
30
5
0
20
36
0
0
0
10
1
0
0
0
0
0
37
0
3
0
0
406
31
12
0
20
63
0
0
15
0
8
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume m
0000567
Appendix B—Market Share Estimates
Table B-4
Worldwide MOS Market Share Estimates of Eurcq>ean Companies
(Millions of U.S. Dollars)
Total
A.SEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Ininos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
19?1
19?2
^9?3
1994
1985
1996
1997
$294
$335
$528
$912
$778
1,022
1,250
7
0
0
0
15
13
26
13
9
0
99
14
1
0
45
64
0
0
5
23
1
7
0
0
0
15
11
58
13
12
0
155
19
1
0
68
80
30
0
8
50
1
13
0
0
0
20
12
146
33
16
0
266
26
2
0
102
126
38
0
13
93
6
18
0
0
0
21
6
85
36
20
0
228
35
3
0
88
92
16
0
13
107
10
22
0
0
0
30
11
80
44
22
0
314
39
4
0
106
89
18
0
19
210
14
26
29
0
7
25
12
91
43
27
32
342
39
11
0
344
171
12
0
23
0
16
5
0
0
0
15
4
4
6
8
0
100
11
10
33
65
0
0
11
30
1
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
ESIS Volume HI
0000567
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
Appendix B—Market Share Estimates
Table B-5
Worldwide Linear Market Share Estimates of Eurqpean Companies
(Millions of U.S. Dollars)
Total
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
laai
1982
1983
1984
1985
1980
1987
$381
$411
$478
$609
$577
$753
1,001
0
0
0
0
0
16
0
0
0
0
192
17
0
0
63
38
0
0
27
27
1
0
0
0
0
0
23
0
0
0
0
193
17
0
0
76
40
0
0
31
30
1
0
0
0
0
0
21
0
0
0
0
195
18
0
0
99
62
0
0
43
39
1
0
0
0
0
0
27
0
4
0
0
235
22
0
0
141
69
0
0
50
60
1
0
0
0
0
0
23
0
2
0
0
208
24
0
0
126
72
0
0
55
66
1
0
0
0
0
0
24
0
2
0
0
300
29
3
0
165
91
0
0
63
73
3
0
3
0
0
0
31
0
2
0
0
439
33
16
0
282
120
0
0
72
0
3
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume III
0000567
Appendix B—Market Share Estimates
Table B-6
Worldwide Discrete Market Share Estimates of £un^>ean Companies
(Millions of U.S. Dollars)
Total
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
i9n
1982
19S3
1984
1995
).9?$
).987
$741
$686
$642
$764
$770
$904
1,125
4
0
24
0
0
14
0
0
11
0
219
0
0
29
50
146
0
21
82
121
20
5
0
24
0
0
14
0
0
12
0
208
0
0
34
49
131
0
21
82
88
18
4
0
20
0
0
17
0
0
13
0
204
0
0
36
53
114
4
17
53
96
11
5
0
25
0
0
20
0
0
15
0
217
0
0
40
72
150
2
20
60
127
11
5
0
29
0
0
20
0
0
15
0
235
0
0
48
60
140
1
18
61
123
15
7
0
35
0
0
17
0
0
17
0
288
0
0
72
79
133
0
18
84
138
16
69
0
0
0
0
22
0
0
20
0
390
0
0
79
213
218
0
21
86
0
7
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
ESIS Volume III
0000567
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
Appendix B—Market Share Estimates
Table B-7
Worldwide Optoelectronic Market Share Estimates of Eurc^iean Companies
(Millions of U.S. Dollars)
Total
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Sifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
1981
1982
1983
1984
1985
1986
Ififil
$82
$93
$103
$146
$169
$194
$230
3
0
0
0
0
0
0
0
0
0
19
3
0
0
0
41
0
0
30
0
7
4
0
0
0
0
0
0
0
0
0
18
7
0
0
0
70
0
0
38
0
9
5
0
0
0
0
0
0
0
0
0
25
10
0
0
0
75
0
0
41
4
9
6
0
0
0
0
0
0
0
0
0
27
14
0
0
0
80
0
0
53
5
9
8
0
0
0
0
0
0
0
0
0
26
17
2
0
0
85
0
0
77
0
15
1
0
0
0
0
0
0
0
0
0
19
3
0
0
0
36
0
0
18
0
5
1
0
0
0
0
0
0
0
0
0
19
3
0
0
0
38
0
0
25
0
7 .
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
10
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume in
0000567
Appendix B—Market Share Estimates
Table B-8
Total European Semiconductor Nfarket Share Estimates
(Millions of U.S. Dollars)
Total
1991
1982
2M1
1984
1985
1996
1997
$3,041
3,167
3,370
4,805
4,720
5,532
6,355
European Companies
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$1,285 1,297 1,358 1,721 1,809 2,323 2,714
91
32
25
21
14
13
10
32
0
0
0
0
0
0
0
26
24
22
18
22
22
6
0
0
0
0
0
0
14
11
10
10
8
8
8
67
66
67
54
65
30
45
20
16
18
25
4
1
9
35
40
37
36
12
12
5
37
32
30
26
21
18
16
32
0
0
0
0
0
0
930
820
457
596
546
454
436
84
78
66
51
38
34
35
34
13
11
11
7
7
7
27
49
43
30
25
24
22
537
244
201
180
120
116
115
475
370
270
252
280
241
249
5
13
12
27
24
0
0
16
14
12
16
14
17
17
209
164
133
133
109
128
125
0
302
240
157
210
144
133
44
30
32
22
36
31
30
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$1,596
46
26
112
41
52
25
31
139
25
131
0
25
1,656
58
27
111
41
50
26
32
140
26
135
0
27
1,680
83
28
95
38
44
28
31
140
24
126
0
30
2,475
170
44
110
43
50
40
41
225
30
171
0
36
2,377
174
51
105
34
42
31
39
212
31
185
0
42
2,539
172
65
102
34
37
39
46
214
37
215
0
48
2,746
235
77
0
122
40
40
17
283
53
243
40
0
(Continued)
ESIS Volume HI
0000567
© 1988 Dataquest Incorporated September
11
Appendix B—Market Share Estimates
Table B-8 (Continued)
Total European Semiconductor Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconiz
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
Others
ROW Companies
Goldstar*
Samsung*
Others
1981
2M1
1983
ISM
1985
1M4
2M1
238
131
12
56
19
314
16
0
19
138
$160
10
61
6
4
54
2
18
5
252
149
12
58
20
318
17
0
9
148
$214
21
71
6
6
76
4
25
5
280
159
9
60
20
330
17
0
10
128
$332
33
110
7
15
109
15
39
4
385
237
10
88
25
522
21
0
13
214
$609
58
201
9
21
203
28
82
7
389
218
10
80
24
468
21
0
9
212
$534
64
169
9
17
174
22
72
7
425
236
12
85
33
488
20
0
12
219
$664
74
177
9
33
229
25
110
7
478
345
19
0
38
492
11
22
17
174
$845
110
157
26
53
249
41
188
21
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$6
2
3
1
$50
11
35
4
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
12
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume m
0000567
Appendix B—Market Share Estimates
Table B-9
Total Eur(^)ean Integrated Circuit Market Share Estimates
(Millions of U.S. Dollars)
Total
European Companies
ASEA Brown Boveri*
Austria Mikro Systeme*
Brovm Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Ri£a
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
1981
1982
1983
1984
1985
1986
ISSl
$1,892
1,988
2,323
3,634
3,556
4,088
4,693
$649
5
0
0
0
8
21
1
5
7
0
264
33
7
0
77
124
0
0
35
59
3
$641
7
0
0
0
8
35
4
12
8
0
252
34
7
0
80
100
0
0
33
58
3
$1,103
46
26
86
16
27
25
0
139
0
58
0
25
1,157
58
27
86
15
24
26
0
140
0
60
0
27
$751 1,059 1,115 1,447 1,697
23
19
15
12
7
32
0
0
0
0
0
0
0
0
0
6
0
0
0
0
11
14
10
10
8
51
52
50
52
42
20
16
18
25
9
35
40
36
37
12
21
17
19
15
11
32
0
0
0
0
618
557
384
351
273
69
65
58
45
37
32
11
11
11
7
0
0
0
0
0
397
193
153
137
86
244
186
145
122
160
5
13
11
25
20
0
0
0
0
0
78
49
46
46
35
0
203
147
125
79
23
12
12
8
3
1,270
83
28
78
16
23
28
0
140
0
61
0
30
2,003
170
44
97
20
28
40
0
225
0
87
0
36
1,953
174
51
95
19
21
31
0
212
0
95
0
42
2,043
172
65
95
21
12
39
0
214
0
116
0
48
2,196
235
77
0
92
13
40
0
283
0
132
40
0
(Continued)
ESIS Volume III
0000567
© 1988 Dataquest Incorporated September
13
Appendix B—Market Share Estimates
Table B-9 (Continued)
Total Eurcq)ean Integrated Circuit Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconix
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
Others
ROW Companies
Goldstar*
Samsung*
Others
1981
1982
1983
1984
1985
1986
1987
135
119
0
26
10
239
5
0
19
102
$140
9
56
2
4
51
2
15
1
142
138
0
28
11
256
5
0
9
105
$190
20
66
2
5
70
4
22
1
179
151
0
46
12
281
8
0
10
96
$302
32
104
2
14
103
15
31
1
265
233
0
73
14
475
10
0
13
173
$572
58
193
3
20
198
28
71
1
265
215
0
64
17
434
9
0
9
200
$488
64
161
3
15
169
22
53
1
279
232
0
64
22
448
8
0
12
196
$592
74
168
5
28
211
25
80
1
302
335
0
0
25
449
0
22
17
134
$750
110
146
8
48
243
41
142
12
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$6
2
3
1
$50
11
35
4
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
14
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume IH
0000567
Appendix B—Market Share Estimates
Table B-10
Total Eur(^>ean Bipolar Digital Market Share Estimates
(Millions of U.S. Dollars)
1991
1952
1983
1984
1985
1986
1987
al
$454
$434
$483
$724
$709
$782
$725
European Companies
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$157
0
0
0
0
0
10
0
0
0
0
71
10
6
0
14
43
0
0
0
2
1
$138
0
0
0
0
0
14
0
0
0
0
61
8
6
0
4
38
0
0
0
6
1
$123
0
0
0
0
0
22
0
0
0
0
52
8
6
0
2
24
0
0
0
8
1
$180
0
0
0
0
0
26
0
4
0
0
82
9
9
0
11
24
0
0
0
14
1
$194
0
0
0
0
0
28
0
4
0
0
86
13
9
0
12
24
0
0
0
17
1
$219
0
0
0
0
0
29
0
3
0
0
106
16
5
0
14
33
0
0
0
10
3
$243
0
0
0
0
0
26
0
3
0
0
97
15
5
0
14
61
0
0
15
0
7
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$287
23
0
49
2
0
12
0
8
0
0
0
22
$285
27
0
48
1
0
12
0
7
0
0
0
22
$342
37
0
52
2
0
14
0
4
0
0
0
24
$526
55
0
62
0
0
20
0
20
0
0
0
29
$491
56
0
61
0
0
18
0
10
0
0
0
39
$529
65
0
67
0
0
7
0
13
0
0
0
46
$439
109
0
0
0
0
0
0
8
0
0
0
0
(Continued)
ESIS Volume HI
0000567
© 1988 Dataquest Incorporated September
15
Appendix B—Market Share Estimates
Table B-10 (Continued)
Total Eurqpean Bipolar Digital Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconix
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
ROW Companies
Others
Goldstar*
Samsung*
Others
1981
1962
29
38
0
0
0
101
2
0
0
1
$10
0
8
0
0
2
0
0
0
0
0
0
31
35
0
0
0
99
2
0
0
1
$11
2
8
0
0
1
0
0
0
0
0
0
1983
38
42
0
0
0
123
4
0
0
2
$18
5
11
0
0
2
0
0
0
0
0
0
1984
1965
199g
ISSl
69
58
0
0
0
204
4
0
0
5
$18
5
10
0
0
3
0
0
0
0
0
0
67
41
0
0
0
182
4
0
0
13
$24
9
10
0
1
4
0
0
0
0
0
0
74'
48
0
0
0
189
4
0
0
16
$34
16
11
0
2
5
0
0
0
0
0
0
53
94
0
0
0
161
0
0
0
14
$43
26
5
2
3
5
2
0
0
0
0
0
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
16
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume HI
0000567
Appendix B—Market Share Estimates
Table B-ll
£urc^)ean Bipolar Memory Market Share Estimates
(Millions of U.S. Dollars)
1981
199?
19?3
1984
1985
liM
1987
$103
$100
$107
$149
$157
$172
$85
European Companies
XSEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Ri£a
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$18
0
0
0
0
0
0
0
0
0
0
14
0
0
0
0
2
0
0
0
2
0
$17
0
0
0
0
0
0
0
0
0
0
12
0
0
0
0
1
0
0
0
4
0
$24
0
0
0
0
0
0
0
0
0
0
18
0
0
0
0
1
0
0
0
5
0
$33
0
0
0
0
0
0
0
4
0
0
19
0
0
0
0
2
0
0
0
8
0
$41
0
0
0
0
0
0
0
4
0
0
23
0
0
0
0
4
0
0
0
10
0
$42
0
0
0
0
0
0
0
3
0
0
27
0
0
0
0
6
0
0
0
5
1
$21
0
0
0
0
0
0
0
3
0
0
14
0
0
0
0
3
0
0
0
0
1
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instriunent
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$80
8
0
14
2
0
10
0
7
0
0
0
19
$78
10
0
14
1
0
9
0
6
0
0
0
19
$76
13
0
10
2
0
10
0
4
0
0
0
18
$107
23
0
17
0
0
15
0
1
0
0
0
19
$103
21
0
15
0
0
14
0
0
0
0
0
22
$108
24
0
19
0
0
5
0
0
0
0
0
15
$51
26
0
0
0
0
0
0
0
0
0
0
0
al
(Continued)
ESIS Volume III
0000567
© 1988 Dataquest Incorporated September
17
Appendix B—Market Share Estimates
Table B-11 (Continued)
European Bipolar Memory Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerez*
RCA*
Siliconix
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
Others
ROW Companies
Goldstar*
Samsung*
Others
1981
1982
1983
1984
1985
1986
1987
7
3
0
0
0
9
0
0
0
1
$5
0
3
0
0
2
0
0
0
9
3
0
0
0
6
0
0
0
7
3
0
0
0
8
0
0
0
9
5
0
0
0
16
0
0
0
1
$5
1
3
0
0
1
0
0
0
3
9
0
0
0
24
0
0
0
9
$22
12
5
0
0
5
0
0
0
1
9
0
0
0
10
0
0
0
5
$13
8
2
0
0
3
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$7
2
3
0
0
2
0
0
0
$9
3
3
0
0
3
0
0
0
2
4
0
0
0
20
0
0
0
5
$13
5
4
0
0
4
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1
2
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
18
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume m
0000567
Appendix B—Market Share Estimates
Table B-12
European Bipolar Logic Market Share Estimates
(Millions of U.S. Dollars)
1991
199?
1983
1984
1985
1986
1987
al
$351
$334
$376
$575
$552
$610
$640
European Companies
A.SEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$139
0
0
0
0
0
10
0
0
0
0
57
10
6
0
14
41
0
0
0
0
1
$121
0
0
0
0
0
14
0
0
0
0
49
8
6
0
4
37
0
0
0
2
1
$99
0
0
0
0
0
22
0
0
0
0
34
8
6
0
2
23
0
0
0
3
1
$147
0
0
0
0
0
26
0
0
0
0
63
9
9
0
11
22
0
0
0
6
1
$153
0
0
0
0
0
28
0
0
0
0
63
13
9
0
12
20
0
0
0
7
1
$177
0
0
0
0
0
29
0
0
0
0
79
16
5
0
14
27
0
0
0
5
2
$222
0
0
0
0
0
26
0
0
0
0
83
15
5
0
14
58
0
0
15
0
6
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$207
15
0
35
0
0
2
0
1
0
0
0
3
$207
17
0
34
0
0
3
0
1
0
0
0
3
$266
24
0
42
0
0
4
0
0
0
0
0
6
$419
32
0
45
0
0
5
0
19
0
0
0
10
$388
35
0
46
0
0
4
0
10
0
0
0
17
$421
41
0
48
0
0
2
0
13
0
0
0
31
$388
83
0
0
0
0
0
0
8
0
0
0
0
(Continued)
ESIS Volume III
0000567
© 1988 Dataquest Incorporated September
19
Appendix B—Market Share Estimates
Table B-12
European Bipolar Logic Market Share Estimates
pillions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconiz
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsiibishi
NEC
Oki
Toshiba
Others
ROW Companies
Goldstar*
Samsung*
Others
1985
19B2
19??
1984
22
35
0
0
0
92
2
0
0
0
$5
0
5
0
0
0
0
0
0
22
32
0
0
0
93
2
0
0
0
$6
1
5
0
0
0
0
0
0
31
39
0
0
0
115
4
0
0
1
$11
3
8
0
0
0
0
0
0
60
53
0
0
0
188
4
0
0
3
$9
2
7
0
0
0
0
0
0
65
37
0
0
0
162
4
0
0
8
$11
4
6
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
X99;
1997
;99$
71
39
0
0
0
165
4
0
0
7
$12
4
6
0
2
0
0
0
0,
52
85
0
0
0
151
0
0
0
9
$30
18
3
2
3
2
2
0
0
0
0
0
0
0
0
0
0
^This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
20
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume m
0000567
Appendix B—Market Share Estimates
Table B-13
Total European MOS Digital Market Share Estimates
(Millions of U.S. Dollars)
Total
European Companies
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Xnmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
1981
1982
1983
1984
1985
1986
1987
$882
$948
1,227
2,092
1,953
2,280
2,753
$210
5
0
0
0
8
2
1
5
7
0
58
10
1
0
23
49
0
0
10
30
1
$551
18
0
11
6
24
8
0
131
0
33
0
0
$206
7
0
0
0
8
7
4
12
8
0
56
13
1
0
27
36
0
0
4
22
1
$572
24
0
10
4
21
9
0
133
0
33
0
0
$319
7
0
0
0
8
8
9
12
11
0
91
17
1
0
36
55
20
0
7
36
1
$639
40
0
10
5
20
10
0
136
0
33
0
0
$523
12
0
0
0
10
8
25
29
15
0
147
23
2
0
62
88
25
0
11
60
6
1,034
108
0
12
2
24
14
0
205
0
53
0
0
$531
15
0
0
0
10
4
18
30
19
0
162
29
2
0
65
70
11
0
11
75
10
$975
101
0
13
4
17
8
0
202
0
57
0
3
$722
19
0
0
0
14
4
16
35
17
0
255
30
3
0
81
81
13
0
11
135
8
1,014
94
0
10
7
10
14
0
201
0
70
0
2
$825
23
29
0
6
11
4
20
30
21
32
262
31
11
0
209
103
5
0
14
0
14
1,221
116
0
0
64
11
14
0
275
0
99
40
0
(Continued)
ESIS Volume III
0000567
© 1988 Dataquest Incorporated September
iit
Appendix B—Market Share Estimates
Table B-13 (Continued)
Total Eurcv>ean MOS Digital Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconix
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
KEC
Oki
Toshiba
Others
ROW Companies
Goldstar*
Samsung*
Others
1981
1982
1983
1984
1985
1M£
USl
66
35
0
14
1
86
0
0
19
99
$121
9
46
0
4
46
2
13
1
67
44
0
16
1
100
0
0
9
101
$170
18
55
0
5
65
4
22
1
95
50
0
35
2
102
0
0
10
91
$269
27
90
0
13
93
15
30
1
135
75
0
58
2
176
0
0
13
157
$535
53
179
0
19
187
28
68
1
133
70
0
51
0
142
0
0
9
165
$447
55
147
0
14
157
22
51
1
130
93
0
53
6
155
1
0
12
156
$538
58
153
1
26
199
25
75
1
163
121
0
0
8
193
0
22
17
78
$657
84
136
1
45
215
39
125
12
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$6
2
3
1
$50
11
35
4
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
22
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume m
0000567
Appendix B—Market Share Estimates
Table B-14
Total European MOS Memory Market Share Estimates
(Millions of U.S. Dollars)
1991
1982
1983
1984
J995
1986
1987
$426
$469
$581
$995
$750
$822
$838
European Companies
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$33
0
0
0
0
2
0
1
4
0
0
5
0
0
0
9
8
0
0
0
4
0
$45
0
0
0
0
1
0
4
8
0
0
2
0
0
0
7
17
0
0
0
6
0
$86
0
0
0
0
1
0
9
9
0
0
2
0
0
0
8
25
16
0
0
16
0
$137
0
0
0
0
0
0
25
15
0
0
4
0
0
0
13
38
18
0
0
24
0
$107
0
0
0
0
0
0
17
13
0
0
10
0
0
0
15
24
4
0
0
24
0
$131
0
0
0
0
0
0
10
15
2
0
7
0
0
0
16
30
6
0
44
1
$114
0
2
0
0
0
0
7
9
1
0
8
0
0
0
53
33
0
0
0
0
1
U.S. Companies
AMD*
Analog Devices
Pairchild*
GE Solid State*
General Instriunent
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$289
15
0
3
4
4
5
0
73
0
12
0
0
$281
16
0
2
2
5
5
0
70
0
12
0
0
$278
20
0
2
1
3
5
0
71
0
0
0
0
$457
56
0
2
1
3
7
0
95
0
0
0
0
$346
45
0
2
1
2
2
0
85
0
0
0
0
$322
38
0
2
2
0
10
0
89
0
0
0
0
$285
27
0
0
7
0
6
0
98
0
0
0
0
al
o"
(Continued)
ESIS Volume HI
0000567
© 1988 Dataquest Incorporated September
2S
Appendix B—Market Share Estimates
Table B-14 (Continued)
Total European MOS Memory Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconix
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
Others
ROW Companies
Goldstar*
Samsung*
Others
1981
1982
1983
1984
1985
MM
1M2
33
20
0
2
0
70
0
0
0
48
$104
7
42
0
4
38
2
11
0
33
19
0
3
0
70
0
0
0
44
$143
14
48
0
5
54
4
18
0
42
13
0
6
0
72
0
0
0
43
$217
18
74
0
12
76
12
25
0
45
17
0
9
0
136
0
0
0
86
$401
49
143
0
16
111
23
59
0
27
14
0
12
0
109
0
0
0
47
$297
46
109
0
11
77
16
38
0
11
14
0
7
0
116
0
0
0
33
$363
50
115
1
22
106
13
56
0
12
12
0
0
0
108
0
1
0
14
$394
68
83
1
39
100
26
77
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$6
2
3
1
$45
9
32
4
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
24
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume ffl
0000567
Appendix B—Market Share Estimates
Table B-15
Total European MOS Microcomponent Market Share Estimates
(Millions of U.S. Dollars)
19?1
13M
1993
J.9?4
1985
1986
1987
$149
$168
$239
$465
$485
$578
$794
European Companies
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$17
0
0
0
0
0
0
0
1
0
0
3
0
0
0
6
3
0
0
0
4
0
$27
0
0
0
0
1
2
0
4
0
0
4
0
0
0
8
2
0
0
0
6
0
$41
0
0
0
0
1
2
0
1
0
0
14
0
0
0
10
5
0
0
0
8
0
$86
0
0
0
0
1
1
0
9
0
0
30
0
0
0
16
14
0
0
0
15
0
$98
0
0
0
0
1
0
2
11
0
0
33
0
0
0
13
13
0
0
0
25
0
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$119
2
0
4
0
5
0
0
52
0
1
0
0
$123
5
0
4
0
4
0
0
55
0
2
0
0
$161
15
0
3
0
3
0
0
56
0
3
0
0
$278
43
0
4
1
4
0
0
96
0
5
0
0
$276
30
0
3
3
3
0
0
105
0
10
0
0
al
$168
$147
0
0
0
0
0
0
0
0
2
2
0
0
13
6
15
14
1
0
0
0
54
50
0
0
0
0
0
0
60
16
23
17
0
0
0
0'
0
0
0
42
0
0
$307
28
0
1
4
2
4
0
100
0
12
0
0
$448
36
0
0
12
2
8
0
162
0
10
0
0
(Cont:Lnued)
ESIS Volume III
0000567
© 1988 Dataquest Incorporated September
25
Appendix B—Market Share Estimates
Table B-15 (Continued)
Total Eur(q>ean MOS Microcomponent Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconix
Texas Instrxunents
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
Others
ROW Companies
Goldstar*
Samsung*
Others
1991
19?Z
l,Sg3
1994
1985
1986
19?7
13
5
0
1
0
7
0
0
19
10
$13
2
3
0
0
6
0
1
1
14
10
0
1
0
10
0
0
9
9
$18
3
4
0
0
8
0
2
1
21
20
0
8
0
11
0
0
10
11
$37
6
11
0
1
12
3
3
1
38
30
0
16
0
15
0
0
13
13
$101
1
27
0
3
60
5
4
1
47
29
0
8
0
13
0
0
9
16
$111
1
29
0
3
64
6
7
1
59
39
0
16
0
17
0
0
12
13
$124
2
31
0
4
70
8
8
1
98
54
0
0
0
38
0
0
17
11
$178
4
44
0
6
90
12
21
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
*This table i s to be read in conjunction with footnotes given at the end of
t h i s section.
Source:
26
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume HI
0000567
Appendix B—Market Share Estimates
Table B-16
European MOS Logic Market Share Estimates
(Millions of U.S. Dollars)
1981
198?
1983
1984
1985
1986
1987
;al
$307
$311
$407
$632
$718
$880
1,121
European Companies
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Ixunos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
$160
$134
$192
$300
$327
$444
$543
TAG
Telefunken Electronic*
Thomson*
Others
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
5
0
0
0
6
2
0
0
7
0
50
10
1
0
8
38
0
0
10
22
1
7
0
0
0
6
5
0
0
8
0
50
13
1
0
12
17
0
0
4
10
1
7
0
0
0
6
6
0
2
11
0
75
17
1
0
18
25
4
0
7
12
1
12
0
0
0
9
7
0
5
15
0
113
23
2
0
33
36
7
0
11
21
6
15
0
0
0
9
4
0
6
19
0
119
29
2
0
37
33
7
0
11
26
10
19
0
0
0
12
4
0
6
15
0
198
30
3
0
49
34
7
0
11
49
7
23
27
0
6
9
4
0
6
19
32
200
31
11
0
96
47
5
0
14
0
13
$143
$168
$200
$299
$352
$385
$488
1
0
4
2
15
3
0
6
0
20
0
0
3
0
4
2
12
4
0
8
0
19
0
0
5
0
5
4
14
5
0
9
0
30
0
0
9
0
6
0
17
7
0
14
0
48
0
0
26
0
7
0
12
6
0
12
0
47
0
3
28
0
7
1
8
0
0
12
0
58
0
2
53
0
0
45
9
0
0
15
0
89
40
0
(Continued)
ESIS Volume m
0000567
© 1988 Dataquest Incorporated September
27
Appendix B—Market Share Estimates
Table B-16 (Continued)
European MOS Logic Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconix
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
ROW Companies
Others
Goldstar*
Samsung*
Others
1981
1962
20
10
0
11
1
9
0
0
0
41
$4
0
1
0
0
2
0
1
0
0
0
0
20
15
0
12
1
20
0
0
0
48
$9
1
3
0
0
3
0
2
0
0
0
0
1983
1984
1985
1986
32
17
0
21
2
19
0
0
0
37
$15
3
5
0
0
5
0
2
0
0
0
0
52
28
0
33
2
25
0
0
0
58
$33
3
9
0
0
16
0
5
0
0
0
0
59
27
0
31
0
20
0
0
0
102
$39
8
9
0
0
16
0
6
0
0
0
0
60
40
0
30
6
22
1987
53
55
0
0
8
47
1
0
0
21
0
0
110
53
$51
$85
6
12
7
9
0
0
0
0
23
25
4
1
11
27
$5
0
11
0
2
0
3
0
0
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
28
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume m
0000567
Appendix B—Market Share Estimates
Table B-17
Total European Linear Market Share Estimates
(Millions of U.S. Dollars)
1951
1992
1993
1984
1995
1986
1987
:al
$556
$606
$613
$818
$894
1,026
1,215
European Companies
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$282
0
0
0
0
0
9
0
0
0
0
135
13
0
0
40
32
0
0
25
27
1
$297
0
0
0
0
0
14
0
0
0
0
135
13
0
0
49
26
0
0
29
30
1
$309
0
0
0
0
0
12
0
0
0
0
130
12
0
0
48
43
0
0
28
35
1
$356
0
0
0
0
0
18
0
4
0
0
122
13
0
0
64
48
0
0
35
51
1
$390
0
0
0
0
0
18
0
2
0
0
136
16
0
0
76
51
0
0
35
55
1
$506
0
0
0
0
0
19
0
2
0
0
196
19
3
0
98
72
0
0
38
58
1
$629
0
3
0
0
0
21
0
2
0
0
259
23
16
0
174
80
0
0
49
0
2
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$265
5
26
26
8
3
5
0
0
0
25
0
3
$300
7
27
28
10
3
5
0
0
0
27
0
5
$289
6
28
16
9
3
4
0
0
0
28
0
6
$443
7
44
23
18
4
6
0
0
0
34
0
7
$487
17
51
21
15
4
5
0
0
0
38
0
0
$500
13
65
18
14
2
18
0
0
0
46
0
0
$536
10
77
0
28
2
26
0
0
0
33
0
0
(Continued)
ESIS Volume III
0000567
© 1988 Dataquest Incorporated September
29
Appendix B—Market Share Estimates
Table B-17 (Continued)
Total Eurcqjean Linear Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconix
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
Others
ROW Companies
Goldstar*
Samsung*
others
1981
1962
12fil
1984
1985
19B6
1987
40
46
0
12
9
52
3
0
0
2
$9
0
2
2
0
3
0
2
0
44
59
0
12
10
57
3
0
0
3
$9
0
3
2
0
4
0
0
0
46
59
0
11
10
56
4
0
0
3
$15
0
3
2
- 1
8
0
1
0
61
100
0
15
12
95
6
0
0
11
$19
0
4
3
1
0
3
0
65
104
0
13
17
110
5
0
0
22
$17
0
4
3
0
8
0
2
0
75
91
0
11
16
104
3
0
0
24
$20
0
4
4
0
7
0
5
0
86
120
0
0
17
95
0
0
0
42
$50
0
5
5
0
23
0
17
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
a
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
30
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume m
0000567
Appendix B—Market Share Estimates
Table B-18
Total European Discrete Market Share Estimates
Opinions of U.S. Dollars)
1991
1982
1983
1994
3.985
1986
1987
al
$995
1,011
$866
$963
$954
1,153
1,384
European Companies
XSEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
S6S Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$571
4
0
22
0
0
9
0
0
9
0
176
0
0
22
39
92
0
17
74
85
22
$579
5
0
22
0
0
10
0
0
10
0
167
0
0
24
35
118
0
17
75
75
21
$518
4
0
18
0
0
12
0
0
10
0
164
0
0
25
34
96
4
14
47
78
12
$560
5
0
22
0
0
15
0
0
11
0
179
0
0
27
43
85
2
16
54
85
16
$575
5
0
24
0
0
15
0
0
11
0
189
0
0
30
48
85
1
12
53
91
11
$711
7
0
26
0
0
14
0
0
15
0
231
0
0
43
50
138
0
14.
66
95
12
$839
63
0
0
0
0
16
0
0
16
0
290
0
0
49
140
178
0
16
65
0
6
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$407
0
0
20
22
17
0
8
0
25
72
0
0
$412
0
0
20
23
17
0
9
0
26
75
0
0
$325
0
0
10
19
13
0
6
0
24
65
0
0
$375
0
0
10
13
13
0
7
0
30
84
0
0
$346
0
0
7
9
12
0
5
0
31
90
0
0
$395
0
0
7
6
15
0
6
0
37
99
0
0
$478
0
0
0
23
16
0
7
0
53
111
0
0
(Continued)
ESIS Volume III
0000567
© 1988 Dataquest Incorporated September
31
Appendix B—Market Share Estimates
Table B-18 (Continued)
Total European Discrete Market Share Estimates
Opinions of U.S. Dollars)
U . S . Companies ( C o n t i n u e d )
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconix
Texas Instruments
TRW
VLSI T e c h n o l o g y *
Zilog
Others
J a p a n e s e Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
Others
ROW Companies
Goldstar*
Samsung*
Others
1981
1982
1331
19B4
1985
100
10
12
29
9
51
106
8
12
29
9
39
97
6
9
13
8
29
117
3
10
14
11
29
121
2
10
13
7
23
141
2
12
15
11
25
7
7
5
6
4
4
2
0
0
25
$17
1
4
3
0
3
0
2
4
0
0
32
$20
1
4
3
1
5
0
2
4
0
0
21
$23
1
4
3
1
5
0
6
3
0
0
28
$28
4
0
8
5
0
0
12
$33
0
6
4
1
4
0
13
5
0
0
15
$47
0
6
2
2
17
0
19
0
0
26
$67
0
8
15
2
5
0
33
1
4
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
6
4
1
ISM
IMl
170
10
19
0
13
28
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
32
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume m
0000567
Appendix B—Market Share Estimates
Table B-19
European Transistor Market Share Estimates
(Millions of U.S. Dollars)
1981
1982
1983
1984
1985
1986
1987
$463
$468
$408
$450
$463
$540
$655
European Companies
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$262
0
0
7
0
0
4
0
0
2
0
103
0
0
0
39
40
0
0
24
32
11
$261
0
0
6
0
0
5
0
0
2
0
100
0
0
0
35
55
0
0
26
23
9
$238
0
0
6
0
0
6
0
0
2
0
99
0
0
0
34
43
0
0
17
25
6
$260
0
0
7
0
0
8
0
0
2
0
107
0
0
0
43
40
0
0
19
27
7
$276
0
0
8
0
0
8
0
0
2
0
115
0
0
0
48
41
0
0
18
29
7
$303
0
0
0
0
0
5
0
0
3
0
131
0
0
0
50
58
0
0
20
29
7
$357
1
0
0
0
0
6
0
0
4
0
175
0
0
0
65
88
0
0
16
0
2
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$190
0
0
10
8
0
0
5
0
4
13
0
0
$194
0
0
11
8
0
0
5
0
4
15
0
0
$154
0
0
5
7
0
0
3
0
5
15
0
0
$173
0
0
5
4
0
0
4
0
7
19
0
0
$169
0
0
3
3
0
0
3
0
9
22
0
0
$207
0
0
3
4
0
0
3
0
11
33
0
0
$252
0
0
0
15
0
0
2
0
16
39
0
0
Total
(Continued)
ESIS Volume HI
0000567
© 1988 Dataquest Incorporated September
33
Appendix B—Market Share Estimates
Table B-19 (Continued)
Eun^^ean Transistor Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconiz
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
Others
ROW Companies
Goldstar*
Samsung*
others
19B1
19fl2
19B3
1984
1985
1986
1987
56
10
1
23
9
35
5
0
0
11
$11
1
2
2
0
2
0
2
2
62
8
1
23
9
34
5
0
0
9
$13
1
2
2
0
4
0
2
2
58
6
1
9
8
27
4
0
0
6
$16
1
2
2
0
4
0
6
1
70
3
1
10
11
27
5
0
0
7
$17
0
2
2
0
3
0
8
2
79
2
1
9
7
21
4
0
0
6
$18
0
2
2
0
3
0
9
2
92
2
1
11
11
25
4
0
0
7
$30
0
1
1
2
12
0
13
1
112
7
6
0
13
28
2
0
0
12
$46
0
1
14
2
3
0
22
4
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
34
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume m
0000567
Appendix B—Market Share Estimates
Table B-20
Eur(^)ean Diode Market Share Estimates
(Millions of U.S. Dollars)
1991
1982
1983
3.984
X985
1986
1987
:al
$384
$391
$327
$358
$342
$432
$431
European Companies
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$210
0
0
9
0
0
5
0
0
2
0
67
0
0
8
0
36
0
0
36
42
5
$213
0
0
10
0
0
5
0
0
3
0
62
0
0
9
0
45
0
0
35
38
6
$181
0
0
7
0
0
6
0
0
3
0
60
0
0
9
0
36
0
0
19
39
2
$186
0
0
8
0
0
7
0
0
3
0
65
0
0
10
0
29
0
0
21
41
2
$186
0
0
8
0
0
7
0
0
3
0
65
0
0
11
0
27
0
0
21
42
2
$265
0
0
10
0
0
9
0
0
4
0
91
0
0
17
0
53
0
0
31
47
3
$252
13
0
0
0
0
10
0
0
4
0
98
0
0
19
31
48
0
0
27
0
2
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$172
0
0
10
6
17
0
3
0
18
50
0
0
$176
0
0
9
8
17
0
4
0
19
53
0
0
$144
0
0
5
6
13
0
3
0
17
50
0
0
$170
0
0
5
3
13
0
3
0
20
65
0
0
$150
0
0
4
2
12
0
2
0
19
68
0
0
$157
0
0
4
0
15
0
3
0
15
66
0
0
$175
0
0
0
1
16
0
5
0
18
72
0
0
(Continued)
ESIS Volume in
0000567
© 1988 Dataquest Incorporated September
35
Appendix B—Market Share Estimates
Table B-20 (Continued)
European Diode Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconix
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
Others
ROW
Companies
Goldstar*
Samsung*
others
1981
1982
1983
1984
1985
36
0
5
0
0
14
2
0
0
11
$2
0
0
0
0
1
0
0
1
0
0
0
0
37
0
5
0
0
3
2
0
0
19
$2
0
0
0
0
1
0
0
10
0
0
0
33
0
4
0
0
0
1
0
0
12
$2
0
0
0
0
39
0
5
0
0
0
1
0
0
0
16
$2
0
0
0
0
1
1
0
0
1 0 1
0
0
0
32
0
5
0
0
0
1
0
0
1 0
0
0
0
0
0
6
$6
0
0
0
0
0
4
0
0
0
0
1986
2M1
38
0
7
43
3
3
1 0
0
0
0
0
0
0
0
0
0
0
8
14
$10
$4
0
0
0
0
1 1
0
0
5
1
0
0
4
2
0
0
0
0
0
0
0
0
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
36
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume ID
0000567
Appendix B—Market Share Estimates
Table B-21
European Thyristor Market Share Estimates
(Millions of U.S. Dollars)
1991
19??
1993
1994
1985
199?
1997
$103
$105
$91
$103
$100
$125
$183
European Companies
ASEX Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$73
2
0
3
0
0
0
0
0
3
0
5
0
0
8
0
14
0
15
12
10
1
$77
3
0
3
0
0
0
0
0
3
0
4
0
0
9
0
15
0
16
12
11
1
$70
2
0
3
0
0
0
0
0
3
0
4
0
0
10
0
14
0
13
10
10
1
$75
2
0
4
0
0
0
0
0
3
0
5
0
0
10
0
13
0
14
12
11
1
$77
2
0
5
0
0
0
0
0
3
0
6
0
0
11
0
13
0
12
12
12
1
$102
3
0
14
0
0
0
0
0
8
0
6
0
0
13
0
19
0
14
11
13
1
$152
41
0
0
0
0
0
0
0
8
0
8
0
0
15
20
26
0
16
17
0
1
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$29
0
0
0
6
0
0
0
0
3
0
0
0
$27
0
0
0
5
0
0
0
0
3
0
0
0
$20
0
0
0
4
0
0
0
0
2
0
0
0
$25
0
0
0
4
0
0
0
0
3
0
0
0
$20
0
0
0
3
0
0
0
0
3
0
0
0
$19
0
0
0
0
0
0
0
0
6
0
0
0
$28
0
0
0
1
0
0
0
0
10
0
0
0
Total
(Continued)
ESIS Volume HI
0000567
© 1988 Dataquest Incorporated September
37
Appendix B—Market Share Estimates
Table B-21 (Continued)
Eurc4>ean Thyristor Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconiz
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
ROW Companies
Others
Goldstar*
Samsung*
others
1981
1982
1983
1984
1985
^99^
IMl
6
0
6
6
0
1
0
0
0
1
$1
0
1
0
0
0
0
0
0
0
0
0
5
0
6
6
0
1
0
0
0
1
$1
0
1
0
0
0
0
0
0
0
0
0
4
0
4
4
0
5
0
4
4
0
5
0
4
4
0
6
0
4
3
0
7
0
10
0
0
0
0
0
0
0
$3
0
3
0
0
0
0
0
0
0
0
0
1
1
0
0
0
1
1
0
0
0
4
$1
0
1
$3
0
2
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1
0
0
0
0
0
0
0
0
$3
0
2
0
0
0
0
0
1 0
0
0
0
0
0
0
0
0
$4
0
2
0
0
0
0
2
0
0
0
0
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
38
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume III
0000567
Appendix B—Market Share Estimates
Table B-22
Eun^>ean Other Discrete Market Share Estimates
(Millions of U.S. Dollars)
1S31
m2
1983
1984
1995
1986
1997
:al
$45
$47
$40
$52
$49
$56
$115
European Companies
A.SEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$26
2
0
3
0
0
0
0
0
2
0
1
0
0
6
0
2
0
2
2
1
5
$28
2
0
3
0
0
0
0
0
2
0
1
0
0
6
0
3
0
1
2
3
5
$29
2
0
2
0
0
0
0
0
2
0
1
0
0
6
0
3
4
1
1
4
3
$39
3
0
3
0
0
0
0
0
3
0
2
0
0
7
0
3
2
2
2
6
6
$36
3
0
3
0
0
0
0
0
3
0
3
0
0
8
0
4
1
0
2
8
1
$41
4
0
2
0
0
0
0
0
0
0
3
0
0
13
0
8
0
0
4
6
1
$78
8
0
0
0
0
0
0
0
0
0
9
0
0
15
24
16
0
0
5
0
1
U.S. Companies
AMD*
Analog Devices
Fairchild*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$16
0
0
0
2
0
0
0
0
0
9
0
0
$15
0
0
0
2
0
0
0
0
0
7
0
0
$7
0
0
0
2
0
0
0
0
0
0
0
0
$7
0
0
0
2
0
0
0
0
0
0
0
0
$7
0
0
0
1
0
0
0
0
0
0
0
0
$12
0
0
0
2
0
0
0
0
5
0
0
0
$23
0
0
0
6
0
0
0
0
9
0
0
0
(Continued)
ESIS Volume HI
0000567
© 1988 Dataquest Incorporated September
39
Appendix B—Market Share Estimates
Table B-22
Eim^>ean Other Discrete Market Share Estimates
(Millions of U.S. Dollars)
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerex*
RCA*
Siliconiz
Texas Instruments
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
others
ROW Companies
Goldstar*
Samsung*
others
1981
1982
1983
1984
1985
1986
1997
2
0
0
0
0
1
0
0
0
2
$3
0
1
1
0
0
0
0
1
2
0
0
0
0
1
0
0
0
3
$4
0
1
1
1
0
0
0
1
2
0
0
0
0
1
0
0
0
2
$4
0
1
1
1
0
0
0
1
3
0
0
0
0
1
0
0
0
1
$6
0
2
2
1
0
0
0
1
5
0
0
0
0
1
0
0
0
0
$6
0
2
2
1
0
0
0
1
5
0
0
0
0
0
0
0
0
0
$3
0
3
0
0
0
0
0
0
8
0
0
0
0
0
0
0
0
0
$14
0
4
0
0
1
0
9
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
40
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume ID
0000567
Appendix B—Market Share Estimates
Table B-23
Eurc^}ean Optoelectronic Market Share Estimates
(Millions of U.S. Dollars)
1981
1992
1993
1984
1985
I9?e
1997
$154
$168
$181
$208
$210
$291
$278
European Companies
ASEA Brown Boveri*
Austria Mikro Systeme*
Brown Boveri*
ES2*
Eurosil
Ferranti
Inmos
Matra-Harris
MEDL
Mietec*
Philips*
Plessey
Rifa
Semikron
SGS Thomson*
Siemens*
STC (Stantel)*
TAG
Telefunken Electronic*
Thomson*
Others
$65
1
0
0
0
0
0
0
0
0
0
17
1
0
0
0
25
0
0
16
0
5
$77
1
0
0
0
0
0
0
0
0
0
17
1
0
0
0
31
0
0
20
0
7
$89
3
0
0
0
0
0
0
0
0
0
17
1
0
0
0
34
0
0
27
0
7
$102
4
0
0
0
0
0
0
0
0
0
16
6
0
0
0
35
0
0
33
0
8
$119
5
0
0
0
0
0
0
0
0
0
23
8
0
0
0
40
0
0
34
2
7
$165
6
0
0
0
0
0
0
0
0
0
32
13
2
0
1
46
0
0
49
4
12
$178
5
0
0
0
0
0
0
0
0
0
22
15
2
0
0
53
0
0
66
0
15
U.S. Companies
AMD*
Analog Devices
FairChiId*
GE Solid State*
General Instrument
Harris
Hewlett-Packard
Intel
International Rectifier
ITT*
LSI Logic*
Monolithic Memories*
$86
0
0
6
3
8
0
23
0
0
1
0
0
$87
0
0
5
3
9
0
23
0
0
0
0
0
$85
0
0
7
3
8
0
25
0
0
0
0
0
$97
0
0
3
10
9
0
34
0
0
0
0
0
$78
0
0
3
6
9
0
34
0
0
0
0
0
$101
0
0
0
7
10
0
40
0
0
0
0
0
$72
0
0
0
7
11
0
10
0
0
0
0
0
al
(Cont:Lnued)
ESIS Volume HI
0000567
© 1988 Dataquest Incorporated September
41
Appendix B—Market Share Estimates
Table B-23 (Continued)
Eurc^>ean Optoelectronic Market Share Estimates
(Millions of U.S. Dollars)
1981
U.S. Companies (Continued)
Motorola
National Semiconductor*
Powerez*
RCA*
Siliconix
Texas Instriunents
TRW
VLSI Technology*
Zilog
Others
Japanese Companies
Fujitsu
Hitachi
Matsushita
Mitsubishi
NEC
Oki
Toshiba
Others
ROW Companies
Goldstar*
Samsung*
Others
ISM
1983
1984
1985
1986
1987
3
2
0
1
0
24
4
0
0
11
$3
0
1
1
0
0
0
1
0
4
3
0
1
0
23
5
0
0
11
$4
0
1
1
0
1
0
1
0
4
2
0
1
0
20
4
0
0
11
$7
0
2
2
0
1
0
2
0
3
1
0
1
0
18
5
0
0
13
$9
0
2
2
0
1
0
3
1
3
1
0
3
0
11
8
0
0
0
$13
0
2
2
1
1
0
6
1
5
2
0
6
0
15
8
0
0
8
$25
0
3
2
3
1
0
11
5
6
0
0
0
0
15
9
0
0
14
$28
0
3
3
3
1
0
13
5
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
*This table is to be read in conjunction with footnotes given at the end of
this section.
Source:
42
© 1988 Dataquest Incorporated September
Dataquest
September 1988
0588-07
ESIS Volume III
0000567
Appendix B—Market Share Estimates
FOOTNOTES
1.
ASEA Brown Boveri revenue includes Brown Boveri revenue from 1987 onward
2.
Austria Mikro Systems revenue up to 1986 included in U.S. Others
3.
Brown Boveri revenue included in ASEA Brown Boveri revenue from 1987
onward
4.
European Silicon Structures
Others
5.
Mietec revenue up to 1986 included in European Others
6.
Philips revenue includes Signetics Corporation revenue
7.
SGS Thomson revenue includes Thomson revenue from 1987 onward
8.
Siemens revenue includes Litroniz revenue from 1983 onward
9.
STC revenue included in ITT revenue from 1977 through 1982
revenue up to 1986 included in European
10.
Telefunken Electronic formerly known as AEG-Telefunken
11.
Thomson revenue included in SGS Thomson revenue from 1987 onward. Also,
Thomson revenue includes revenue from Thomson-CSF, Thomson-EFCIS, and
Eurotechnigue groups onward, and includes Mostek revenue from 1986 onward
12.
AMD revenue includes Monolithic Memories revenue from 1987 onward
13.
Fairchild revenue included in National Semiconductor revenue from 1987
onward
14.
GE Solid State revenue includes RCA revenue from 1987 onward
15.
ITT revenue includes STC revenue from 1977 through 1982
16.
LSI Logic revenue up to 1986 included in U.S. Others
17.
Monolithic Memories revenue included in AMD revenue from 1987 onward
18.
National
onward
19.
Powerez revenue includes Westinghouse revenue from 1986 onward
Semiconductor
revenue
includes Fairchild
revenue
from 1987
(Continued)
ESIS Volume III
0000567
© 1988 Dataquest Incorporated September
43
Appendix B—Market Share Estimates
FOOTNOTES (Continued)
20.
RCA revenue included in GE Solid State revenue from 1987 onward
21.
VLSI Technology revenue up to 1986 included in U.S. Others
22.
Goldstar revenue up to 1986 included in Total Rest of World
23.
Samsung revenue up to 1986 included in Total Rest of World
44
© 1988 Dataquest Incorporated September
ESIS Volume in
0000567
Dataquest
LLuropean Semiconductor
Market Share Estimates
Final 1989
»
Final 1989 European Semiconductor Market Share Estimates
European Components Group
ESIS Volume 3
0006080
©1990 Dataquest Europe Limited June
Final 1989 European Semiconductor Marliet Siiare Estimates
INTRODUCTION
This booklet contains final estimates of semiconductor market shares in the European market
for calendar year 1989. It is intended as reference material, with more detailed analysis to follow in
the form of Research Newsletters.
SUMMARY
Figure 1 shows the European semiconductor market share by vendor base from 1978 to 1989.
The North American vendors' share of the semiconductor market in Europe has been declining,
while the Japanese vendors' share is rising year on year. The European vendors maintained a
steady market share in their own home territory until 1987, but they too are beginning to lose their
grip. This is in part due to the fact that, with the exception of Siemens, the European vendors
(Philips, SGS-Thomson, plus the next sixteen largest) have no significant DRAM revenue. Since
1986 we have also seen Korean, and now Taiwanese, companies beginning to make an impact on
the competitive scene in Europe. Figure 2 shows the worldwide semiconductor market share by
vendor base for the same period.
It was a watershed year in 1989 in the European semiconductor market. Philips, which has
held number 1 position over the past decade, was almost toppled by Siemens. Contrary to popular
belief, Siemens' growth did not come from DRAMs alone; high growth also occurred in its MOS
logic, analog and discrete sales. Siemens rose from position 5 to position 2 and hence displaced
SGS-Thomson, Motorola, and Texas Instruments into third, fourth and fifth places respectively.
Another fundamental change was the brand new entry in the top 10 of Hitachi. Yet again the
contributory factors behind this growth are DRAMs in part, but also the fact that the Japanese have
been diversifying away from memory products. NEC managed to regain its position over Toshiba
in Europe, this time due to declining prices of DRAMs which affected Toshiba more than NEC.
In integrated circuits, the most spectacular result is that Siemens in 1989 moved up seven
positions to become Europe's number 1 integrated circuit vendor, displacing Philips into second
position. Texas Instruments was the third largest IC supplier, followed by SGS-Thomson. The rest
of the vendor positioning remained the same, all falling by one position due to displacement by
Siemens. The exceptions were Toshiba and AMD, which held their ninth and tenth positions in the
IC rankings. With an average market growth of 17 percent the only other rising star was
SGS-Thomson with 18.4 percent growth; this, however, was mainly due to its acquisition of
Inmos.
In bipolar technology both AMD and National Semiconductor moved their position up by
one, although Texas Instruments is still the clear leader. In MOS technology, Intel remained in the
number 1 slot with its leadership in MOS microprocessors. In MOS memory, Siemens became a
clear leader, displacing TI into second position, and Samsung became the fifth largest vendor. In
analog ICs, Philips, SGS-Thomson and National Semiconductor remained as the three leading
suppliers, followed by Siemens. In discrete there was no change in the top five vendors, with
Philips holding the number 1 position followed by Motorola, SGS-Thomson, Siemens and ITT.
International Rectifier moved up two positions to number 6. In optoelectronics Hewlett-Packard
took over the number 1 slot from Telefunken Electronic, which fell two places to number 3;
Siemens remained at number 2.
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
TABLE OF CONTENTS
Figure
European Semiconductor Market Share by Vendor Base
Figure
Worldwide Semiconductor Market Share by Vendor Base
European Companies Worldwide Semiconductor Market Share Rankings
Table 1
European Semiconductor Market Share Rankings
Table 2
European Integrated Circuit Market Share Rankings
Table 3
European Bipolar Digital IC Market Share Rankings
Table 4
European Bipolar TTL Market Share Rankings
Table 5
European Bipolar ECL Market Share Rankings
Table 6
European
Bipolar Memory Market Share Rankings
7
Table
European
Bipolar Logic Circuit Market Share Rankings
8
Table
European
Bipolar
ASIC Market Share Rankings
Table 9
European
Bipolar
Standard Logic Market Share Rankings
Table 10
European
Bipolar
Other Logic Market Share Rankings
Table 11
European
Digital
MOS
IC Market Share Rankings
Table 12
European
NMOS
IC
Market
Share Rankings
Table 13
European
CMOS
IC
Market
Share
Rankings
Table 14
European
BiCMOS
IC
Market
Share
Rankings
Table 15
European
Other
MOS
IC
Market
Share
Rankings
Table 16
European
MOS
Memory
Market
Share
Rankings
Table 17
Eiuropean MOS Microcomponent Market Share Rankings
Table 18
European
MOS Logic Market Share Rankings
Table 19
European MOS ASIC Market Share Rankings
Table 20
European MOS Standard Logic Market Share Rankings
Table 21
European Other MOS Logic Market Share Rankings
Table 22
European Total Analog Market Share Rankings
Table 23
European Monolithic Analog Market Share Rankings
Table 24
European Hybrid Analog Market Share Rankings
Table 25
European Total Discrete Market Share Rankings
Table 26
European Transistor Market Share Rankings
Table 27
European Diode Market Share Rankings
Table 28
European Thyristor Market Share Rankings
Table 29
European Other Discrete Market Share Rankings
Table 30
European Optoelectronic Market Share Rimkings
Table 31 to the Tables
Footnotes
Page
4
4
5
6
8
10
11
12
13
14
15
16
17
18
20
21
23
24
25
26
27
29
30
31
32
34
36
37
39
40
41
42
43
44
Notes to theTables
Column
Column
Column
Colimin
Column
Column
Column
Column
Column
Column
1
2
3
4
5
6
7
8
9
10
shows market share ranking position in 1988
shows market share ranking position in 1989
shows the change in ranked position between 1988 and 1989
shows ranked company's name
shows company's 1988 revenue
shows company's 1989 revenue
shows annual growth in revenue in 1989 from 1988
shows cumulative market share revenue in 1989
shows percentage market share of TAM in 1989
shows cumulative percentage market share of TAM in 1989
Each of the tables also gives a summary showing the sum of all revenues split by vendor regional
base. This gives a final estimate for the TAM in each featured product category.
TAM = Toal Available Market
ESIS Volume
0006080
©1990 Dataquest Europe Limited June
Final 1989 European Semiconductor Market Share Estimates
Figure 1
European Semiconductor Market Share by Vendor Base
Percent of Market
60
50
40
_.. .,
30
20
"
,,„,-
— - • . •
•
10
0
European
North American
Japanese
Asia/PadlkVROW
Total Market $M
Sum of Percent
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
45.5
52
ZS
0
2.339
100
43.3
53.7
3
0
3,018
100
40.4
55.7
3.9
0
3,686
100
42.2
52.5
5.3
0
3,041
100
40.9
52.3
6.8
0
3,167
100
40.3
49.8
9.9
0
3,370
100
35.8
51.5
12.7
0
4,805
100
38.3
50.4
11.3
0
4.720
100
42
45.9
12
0.1
5.532
100
42.7
43.2
13.3
0.8
6,355
100
37.6
43.2
17.3
1.9
8,491
100
36.5
41.3
19.8
2.4
9,755
100
European
North American
Japanese
Asla/PadHc/ROW
Source: Dataquest (June 1990)
Figure 2
Worldwide Semiconductor Market Share by Vendor Base
Percent of Market
30
•
1978
European
North American
Japanese
Aaia/PadTK^ROW
Total Maricat$li4
16.1
55.3
2a4
0.2
8.963
1979
1980
19S1
1962
1983
1984
1985
1986
1987
1988
1989
16.1
15.2
12.9
12.6
11.3
11.1
11.7
11.2
9.7
9.5
11
57.9
57.2
51.4
51.4
49
48.4
45.4
41.5
36.5
34.9
39
25.8
27.4
35.4
35.3
38.8
39.7
41.7
45.9
51
52.1
48.2
0.2
0.2
0.3
0.7
0.9
0.8
1.2
1.4
3.5
1.8
11,106 14.098 14.801 15,231 19,537 28,825 24,341 30,834 38,251 50,859 57,213
za
European
North American
Japanese
Asla/PadRc/ROW
Source: Dataquest (June 1990)
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 1
1989 European Companies Worldwide Semiconductor Market Share Rankings
(Millions of U.S. Dollars)
1988
Rank
1989
Rank
Change
in Rank
10
12
20
31
32
62
67
72
79
71
81
143
117
53
92
97
100
101
107
55
10
13
16
30
34
59
64
68
71
73
77
79
82
88
98
100
109
115
116
0
0
(1)
4
1
(2)
3
3
4
8
(2)
4
64
35
(35)
(6)
(3)
(9)
(14)
(9)
Ranked Companies
1988
Sales
($M)
1989
Sales
($M)
1988-89
Annual
Growth
(Percent)
1989
Market
Share
(Percent)
Philips
SGS-Thomson
Siemens
Telefiinken Electronic
Plessey Semiconductors
Semikron
Matra MHS
MEDL
Austria Mikro Systeme
Ericsson Components
Mietec
ABB-EXYS
TMS
ABB-HAFO
Eurosil Electronic
Fagor Electrotecnica
TAG
STC Components
European Silicon Structures
Inmos
1,738
1,087
784
289
284
91
71
51
44
52
42
0
0
113
29
27
23
22
13
110
1,716
1,301
1,194
299
240
95
85
60
56
54
52
50
45
37
30
29
22
19
18
0
(1)
20
52
3
(15)
4
20
18
27
4
24
NA
NA
(67)
3
7
(4)
(14)
38
(100)
3.0
2.3
2.1
0.5
0.4
0.2
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.0
0.0
0.0
NA = Not Applicable
Source: Dataquest (June 1990)
ESIS Volume
0006080
©1990 Dataquest Europe Limited June
Final 1989 European Semiconductor Market Share Estimates
Table 2
1989 European Semiconductor Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
ilank Rank
1
5
2
4
3
6
8
7
9
12
10
11
13
16
20
17
41
14
25
19
27
22
26
21
23
64
28
24
36
30
39
32
34
31
NA
29
NA
35
40
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
Change
in Rank
0
3
(1)
0
(2)
0
1
(1)
0
2
(1)
(1)
0
2
5
1
24
(4)
6
(1)
6
0
3
(3)
(2)
38
1
(4)
7
0
8
0
1
(3)
(7)
(3)
1
Ranked Companies
Philips
Siemens
SGS-Thomson*
Motorola
Texas Instruments
Intel
NEC
Toshiba
National Semiconductor
Hitachi
AMD
nr
Telefiinken Electronic
Samsimg
Mitsubishi
Fujitsu
Harris*
Plessey Semiconductors*
Hewlett-Packard
Analog Devices
Matsushita (Panasonic)
LSI Logic
Matra MHS*
International Rectifier
Oki Electric
Micron Technology*
Austria Mikro Systeme
Semikron
VLSI Technology
Mietec
NMB*
Maiconi Electronic Devices
Ericsson Components
Siliconix
ABB-DCYS*
Burr-Brown
TMS*
IDT
Powerex
1988-89
1988 1989
Annual
Sales Sales Growth
($M) ($M) (Percent)
1,018
569
652
616
647
485
387
390
386
246
277
246
217
140
87
135
28
198
53
96
46
60
52
66
58
2
44
56
36
42
30
41
40
41
43
39
28
964
937
751
658
648
530
429
423
381
291
287
250
215
201
201
198
145
138
96
95
95
73
73
71
69
60
56
55
55
52
51
45
42
41
40
39
38
36
33
(5.3)
64.7
15.2
6.8
0.2
9.3
10.9
8.5
(1.3)
18.3
3.6
1.6
(0.9)
43.6
131.0
46.7
417.9
(30.3)
81.1
(1.0)
106.5
21.7
40.4
7.6
19.0
2,900.0
27.3
(1.8)
52.8
23.8
70.0
9.8
5.0
0.0
(9.3)
(7.7)
17.9
1989
1989
1989
Cum.
Cum.
Market
Sum
Sum
Share
($M) (Percent) (Percent)
964
1,901
2,652
3,310
3,958
4,488
4,917
5,340
5,721
6,012
6,299
6,549
6,764
6,965
7,166
7364
7,509
7,647
7,743
7,838
7,933
8,006
8,079
8,150
8,219
8,279
8,335
8390
8,445
8,497
8,548
8393
8,635
8,676
8,716
8,755
8,793
8,829
8,862
9.9
9.6
7.7
6.7
6.6
5.4
4.4
4.3
3.9
3.0
2.9
2.6
2.2
2.1
2.1
2.0
1.5
1.4
1.0
1.0
1.0
0.7
0.7
0.7
0.7
0.6
0.6
0.6
0.6
0.5
0.5
0.5
0.4
0.4
0.4
0.4
0.4
0.4
0.3
9.9
19.5
27.2
33.9
40.6
46.0
50.4
54.7
58.6
61.6
64.6
67.1
69.3
71.4
73.5
75.5
77.0
78.4
79.4
80.3
81.3
82.1
82.8
83.5
84.3
84.9
85.4
86.0
86.6
87.1
87.6
88.1
88.5
88.9
89.3
89.7
90.1
90.5
90.8
(Continued)
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 2 (Continued)
1989 European Semiconductor Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
50
37
61
18
44
38
59
52
43
55
42
54
47
51
60
45
49
48
53
57
58
63
46
15
33
56
62
Change
in Rank
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
NA
NA
NA
NA
10
(4)
19
(25)
0
(7)
13
5
(5)
6
(8)
3
(5)
(2)
6
(10)
(7)
(9)
(5)
(2)
(2)
2
(16)
Ranked Companies
1988-89
Annual
1988 1989
Growth
Sales Sales
($M) ($M) (Percent)
General Instrument
Sprague*
Sony*
ABB-HAFO*
Cypress*
Precision Monolithics
Sharp*
Western Digital
Fagor Electrotecnica
Rohm Electronics*
STC Components
Unitrode*
TAG
AT&T*
European Silicon Structures
Zilog
Rockwell*
Sanyo*
Raytheon*
Mitel Semiconductor*
Eurosil Electronic
Goldstar
Seiko Epson
GE Solid State*
Inmos*
Honeywell Solid State*
TRW*
18
32
9
100
21
30
12
17
21
16
21
16
18
18
12
19
18
18
17
14
13
4
19
141
40
15
8
33
32
31
30
30
29
27
23
22
22
19
19
17
17
17
16
16
15
14
14
14
9
8
83.3
0.0
244.4
(70.0)
42.9
(3.3)
125.0
35.3
4.8
37.5
(9.5)
18.8
(5.6)
(5.6)
41.7
(15.8)
(11.1)
(16.7)
(17.6)
0.0
7.7
125.0
(57.9)
(100.0)
(100.0)
(100.0)
(100.0)
8,895
8,927
8,958
8,988
9,018
9,047
9,074
9,097
9,119
9,141
9,160
9,179
9,196
9,213
9,230
9,246
9,262
9,277
9,291
9,305
9,319
9,328
9,336
0.3
0.3
0.3
0.3
0.3
0.3
0.3
0.2
0.2
0.2
0.2
0.2
0.2
0.2
0.2
0.2
0.2
0.2
0.1
0.1
0.1
0.1
0.1
91.2
91.5
91.8
92.1
92.4
92.7
93.0
93.3
93.5
93.7
93.9
94.1
94.3
94.4
94.6
94.8
94.9
95.1
95.2
95.4
95.5
95.6
95.7
European Others
North American Others
Japanese Others
Rest of World Others
42
131
13
21
37
291
64
27
(11.9)
122.1
392.3
28.6
9,373
9,664
9,728
9,755
0.4
3.0
0.7
0.3
96.1
99.1
99.7
100.0
8,491
3,196
3,664
1,466
165
9,755
3,562
4,032
1,924
237
14.9
11.5
10.0
31.2
43.6
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of World
• See Footnotes (page 44)
NA = Not Applicable
Source: Dataquest (June 1990)
ESIS Volume
0006080
1989
1989
1989
Market
Cum.
Cum.
Share
Sum
Sum
($M) (Percent) (Percent)
©1990 Dataquest Europe Limited June
100.0
36.5
41.3
19.7
2.4
Final 1989 European Semiconductor Market Share Estimates
Table 3
1989 European Integrated Circuit Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
8
1
2
3
4
5
6
7
9
10
11
14
19
15
13
12
34
17
18
20
22
30
21
56
23
29
25
33
27
24
28
37
52
NA
32
36
31
43
51
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
Change
in Rank
7
(1)
(1)
(1)
(1)
(1)
(1)
(1)
0
0
0
2
6
1
(2)
(4)
17
(1)
(1)
0
1
8
(2)
32
(2)
3
(2)
5
(2)
(6)
(3)
5
19
(3)
0
(6)
5
12
Ranked Companies
Siemens
Philips
Texas Instruments
SGS-Thomson
Intel
Motorola
NEC
National Semiconductor
Toshiba
AMD
Hitachi
Samsung
Mitsubishi
Fujitsu
m
Plessey
Semiconductors
Harris
Analog Devices
Telefunken Electronic
LSI Logic
Matra MHS
Matsushita (Panasonic)
Old Electric
Micron Technology
Austria Mikro Systeme
VLSI Technology
Mietec
NMB
Ericsson Components
Burr-Brown
IDT
Cypress
Sony
TMS
Precision Monolithics
Marccmi Electronic Devices
Sprague
Westem Digital
Sharp
1988-89
1988 1989
Annual
Sales Sales Growth
($M) ($M) (Percent)
373
683
602
485
485
415
381
381
321
277
233
139
79
135
143
160
28
96
86
60
52
31
57
2
44
36
42
30
40
43
39
21
9
30
23
30
17
11
707
649
610
574
530
460
410
376
358
287
278
198
181
170
145
138
117
95
82
73
73
72
69
60
56
55
52
51
42
39
36
30
30
30
29
28
25
23
23
89.5
(5.0)
1.3
18.4
9.3
10.8
7.6
(1.3)
11.5
3.6
19.3
42.4
129.1
25.9
1.4
(13.8)
317.9
(1.0)
(4.7)
21.7
40.4
132.3
21.1
2,900.0
27.3
52.8
23.8
70.0
5.0
(9.3)
(7.7)
42.9
233.3
(3.3)
21.7
(16.7)
35.3
109.1
1989
1989
1989
Cum.
Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
707
1,356
1,966
2,540
3,070
3,530
3,940
4,316
4,674
4,961
5,239
5,437
5,618
5,788
5,933
6,071
6,188
6,283
6,365
6,438
6,511
6,583
6,652
6,712
6,768
6,823
6,875
6,926
6,968
7,007
7,043
7,073
7,103
7,133
7,162
7,190
7,215
7,238
7.261
9.1
8.3
7.8
7.4
6.8
5.9
5.3
4.8
4.6
3.7
3.6
2.5
2.3
2.2
1.9
1.8
1.5
1.2
1.1
0.9
0.9
0.9
0.9
0.8
0.7
0.7
0.7
0.7
0.5
0.5
0.5
0.4
0.4
0.4
0.4
0.4
0.3
0.3
0.3
9.1
17.4
25.2
32.6
39.4
45.3
50.6
55.4
60.0
63.7
67.2
69.8
72.1
74.3
76.1
77.9
79.4
80.6
81.7
82.6
83.5
84.5
85.3
86.1
86.8
87.5
88.2
88.9
89.4
89.9
90.4
90.7
91.1
91.5
91.9
92.3
92.6
92.9
93.2
(Cont inued)
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
m
Final 1989 European Semiconductor Marltet Share Estimates
Table 3 (Continued)
1989 European Integrated Circuit Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
35
38
50
39
42
41
44
48
49
45
46
55
40
53
54
NA
16
26
47
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
NA
NA
NA
Change
in Rank
(5)
(3)
8
(4)
(2)
(4)
(2)
1
1
(4)
(4)
4
(12)
0
0
Ranked Companies
1988-89
Annual
1988 1989
Growth
Sales Sales
($M) ($M) (Percent)
106
40
15
European Others
North American Others
Japanese Others
Rest of World Others
28
116
6
17
23
237
47
25
(17.9)
104.3
683.3
47.1
6,669
2,126
3,050
1,333
160
7,794
2,523
3,325
1,714
232
16.9
18.7
9.0
28.6
45.0
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of World
25
20
12
19
18
18
17
14
13
16
15
4
19
6
6
21
17
17
16
16
16
14
14
14
13
9
9
8
8
8
1
(16.0)
(15.0)
41.7
(15.8)
(11.1)
(11.1)
(17.6)
0.0
7.7
(18.8)
(40.0)
125.0
(57.9)
33.3
33.3
ABB-HAFO
STC Components
Eiuopean Silicon Structures
Zilog
Rockwell
SiUconix
AT&T
Mitel Semiconductor
Eurosil Electronic
Raytheon
Sanyo
Goldstar
Seiko Epson
Unitrode
Rohm Electronics
International Rectifier
GE Solid State
Inmos
Honeywell Solid State
0006080
7,282
7,299
7,316
7,332
7,348
7,364
7,378
7,392
7,406
7,419
7,428
7.437
7,445
7,453
7,461
7,462
0.3
0.2
0.2
0.2
0.2
0.2
0.2
0.2
0.2
0.2
0.1
0.1
0.1
0.1
0.1
0.0
93.4
93.6
93.9
94.1
94.3
94.5
94.7
94.8
95.0
95.2
95.3
95.4
95.5
95.6
95.7
95.7
7,485
7,722
7,769
7,794
0.3
3.0
0.6
0.3
96.0
99.1
99.7
100.0
(100.0)
(100.0)
(100.0)
NA = Not ,\pidicable
Souice: Dataquest (June 1990)
ESIS Volume 3
1989
1989
1989
Cum.
Cum.
Market
Sum
Share
Sum
($M) (Percent) (Percent)
©1990 Dataquest Europe Limited June
100.0
32.4
42.7
22.0
3.0
Final 1989 European Semiconductor Market Share Estimates
Table 4
1989 European Bipolar Digital IC Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
1
3
4
2
5
7
6
14
9
15
12
NA
8
10
13
17
19
NA
18
11
16
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
NA
NA
0
1
1
(2)
0
1
(1)
6
0
5
1
(5)
(4)
(2)
1
2
(1)
Ranked Companies
1988-89
Annual
1988 1989
Growth
Sales Sales
($M) ($M) (Percent)
Texas Instruments
AMD
National Semiconductor
Philips
Plessey Semiconductors
Siemens
Motorola
NEC
Fujitsu
Hitachi
Raytheon
Mitsubishi
Telefunken Electronic
SGS-Thomson
STC Components
Toshiba
Goldstar
AT&T
Matsushita (Panasonic)
Intel
Honeywell Solid State
189
112
110
117
60
28
55
6
12
6
9
European Others
North American Others
8
1
4
4
(50.0)
300.0
772
250
491
30
1
640
200
379
59
2
(17.1)
(20.0)
(22.8)
96.7
100.0
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of Worid
19
11
7
3
1
3
10
5
142
97
79
66
66
51
48
28
13
8
7
7
5
4
4
2
2
2
1
(24.9)
(13.4)
(28.2)
(43.6)
10.0
82.1
(12.7)
366.7
8.3
33.3
(22.2)
(73.7)
(63.6)
(42.9)
(33.3)
100.0
(66.7)
(100.0)
(100.0)
1989
1989
1989
Cum.
Market
Cum.
Sum
Sum
Share
($M) (Percent) (Percent)
142
239
318
384
450
501
549
577
590
598
605
612
617
621
625
627
629
631
632
22.2
15.2
12.3
10.3
10.3
8.0
7.5
4.4
2.0
1.3
1.1
1.1
0.8
0.6
0.6
0.3
0.3
0.3
0.2
22.2
37.3
49.7
60.0
70.3
78.3
85.8
90.2
92.2
93.4
94.5
95.6
96.4
97.0
97.7
98.0
98.3
98.6
98.8
636
640
0.6
0.6
99.4
100.0
100.0
31.3
59.2
9.2
0.3
NA = Not AppUcaUe
Soiuce: Datan^st (June 1990)
10
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 5
1989 European Bipolar TTL Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
1
2
4
3
10
5
13
14
11
NA
9
12
6
7
16
NA
15
NA
8
Change
in Rank
1
2
3
4
5
6
7
S
9
10
11
12
13
14
15
16
17
18
NA
0
0
1
(1)
5
(1)
6
6
2
(2)
0
(7)
(7)
1
(2)
Ranked Companies
1988-89
1988 1989
Annual
Sales Sales Growth
($M) ($M) (Percent)
142
85
62
58
47
24
24
14
7
7
6
6
5
4
2
2
1
1
Texas Instruments
AMD
National Semiconductor
Philips
Plessey Semiconductors
Motorola
NEC
Siemens
Hitachi
Mitsubishi
Raytheon
Fujitsu
Telefunken Electronic
SGS-Thomson
Goldstar
AT&T
Matsushita (Panasonic)
Toshiba
Intel
189
111
95
105
7
38
5
4
6
European Others
North American Others
5
1
3
1
(40.0)
0.0
624
151
452
20
1
501
131
322
46
2
(19.7)
(13.2)
(28.8)
130.0
100.0
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of World
8
6
19
11
1
3
(24.9)
(23.4)
(34.7)
(44.8)
571.4
(36.8)
380.0
250.0
16.7
(25.0)
0.0
(73.7)
(63.6)
100.0
(66.7)
1989
1989
1989
Cum.
Cum.
Market
Sum
Share
Sum
($M) (Percent) (Percent)
142
227
289
347
394
418
442
456
463
470
476
482
487
491
493
495
496
497
28.3
17.0
12.4
11.6
9.4
4.8
4.8
2.8
1.4
1.4
1.2
1.2
1.0
0.8
0.4
0.4
0.2
0.2
28.3
45.3
57.7
69.3
78.6
83.4
88.2
91.0
92.4
93.8
95.0
96.2
97.2
98.0
98.4
98.8
99.0
99.2
500
501
0.6
0.2
99.8
100.0
(100.0)
10
100.0
26.1
64.3
9.2
0.4
NA = Not Applicable
,
Source: Dataquest (June 1990)
ESIS Volume
0006080
©1990 Dataquest Europe Limited June
11
Final 1989 European Semiconductor Market Share Estimates
Table 6
1989 European Bipolar ECL Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
2
3
1
4
12
5
7
6
11
9
10
NA
8
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
NA
1
1
(2)
0
7
(1)
0
(2)
2
(1)
(1)
Ranked Companies
1988-89
1988 1989 Annual
Sales Sales Growth
($M) ($M) (Percent)
Siemens
Motorola
Plessey Semiconductors
National Semiconductor
AMD
Philips
Fujitsu
STC Components
NEC
Toshiba
Raytheon
Hitachi
Honeywell Solid State
24
17
53
15
1
12
6
7
1
3
1
European Others
North American Others
3
1
3
(66.7)
148
99
39
10
139
69
57
13
(6.1)
(30.3)
46.2
30.0
Total
Total
Total
Total
AU Companies
European
North American
Japanese
37
24
19
17
12
8
7
4
4
1
1
1
5
54.2
41.2
(64.2)
13.3
1,100.0
(33.3)
16.7
(42.9)
300.0
(66.7)
0.0
1989
1989
1989
Cum. Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
37
61
80
97
109
117
124
128
132
133
134
135
26.6
17.3
13.7
12.2
8.6
5.8
5.0
2.9
2.9
0.7
0.7
0.7
26.6
43.9
57.6
69.8
78.4
84.2
89.2
92.1
95.0
95.7
96.4
97.1
136
139
0.7
2.2
97.8
100.0
(100.0)
100.0
49.6
41.0
9.4
NA = Not Applicable
Souice: DaUquest (June 1990)
12
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 7
1989 European Bipolar Memory Market Share Rankings
(Millions of U.S. Dollars)
1988 1989 Change
Rank Rank in Rank
1
3
2
4
6
8
7
5
9
1
2
3
4
5
6
7
NA
NA
0
1
(1)
0
1
2
0
Ranked Companies
AMD
National Semiconductor
Philips
Fujitsu
NEC
Hitachi
Raytheon
Texas Instruments
Motorola
European Others
Total
Total
Total
Total
All Companies
European
North American
Japanese
1988-89
1988 1989 Annual
Sales Sales Growth
($M) ($M) (Percent)
29
10
14
7
3
2
2
5
1
27
15
12
7
7
3
1
1
74
15
47
12
(6.9)
50.0
(14.3)
0.0
133.3
50.0
(50.0)
(100.0)
(100.0)
1989
1989
1989
Cum. Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
27
42
54
61
68
71
72
37.5
20.8
16.7
9.7
9.7
4.2
1.4
37.5
58.3
75.0
84.7
94.4
98.6
100.0
(100.0)
72
12
43
17
(2.7)
(20.0)
(8.5)
41.7
100.0
16.7
59.7
23.6
NA = Not Applicable
Source: Dataquest (luce 1990)
ESIS Volume 3
0006080
©1990 Dataquest Europe Limited June
13
Final 1989 European Semiconductor Market Share Estimates
Table 8
1989 European Bipolar Logic Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
[lank Rank
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
NA
NA
0
2
2
(1)
(3)
1
(1)
9
1
4
5
3
2
7
6
17
NA
12
14
8
15
9
11
16
19
NA
18
10
13
2
3
(4)
2
(5)
(4)
0
2
(1)
Ranked Companies
1988-89
1988 1989
Annual
Growth
Sales Sales
($M) ($M) (Percent)
Texas Instruments
AMD
Plessey Semiconductors
National Semiconductor
Philips
Siemens
Motorola
NEC
Mitsubishi
Raytheon
Fujitsu
Telefunken Electronic
Hitachi
SGS-Thomson
STC Components
Toshiba
Goldstar
AT&T
Matsushita (Panasonic)
Intel
Honeywell Solid State
184
83
60
100
103
28
54
3
European Others
North American Others
7
1
4
4
(42.9)
300.0
698
235
444
18
1
568
188
336
42
2
(18.6)
(20.0)
(24.3)
133.3
100.0
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of World
7
5
19
4
11
7
3
1
3
10
5
142
70
66
64
54
51
48
21
7
6
6
5
5
4
4
2
2
2
1
(22.8)
(15.7)
10.0
(36.0)
(47.6)
82.1
(11.1)
600.0
(14.3)
20.0
(73.7)
25.0
(63.6)
(42.9)
(33.3)
100.0
(66.7)
(100.0)
(100.0)
1989
1989
1989
Cum.
Market
Cum.
Sum
Sum
Share
($M) (Percent) (Percent)
142
212
278
342
396
447
495
516
523
529
535
540
545
549
553
555
557
559
560
25.0
12.3
11.6
11.3
9.5
9.0
8.5
3.7
1.2
1.1
1.1
0.9
0.9
0.7
0.7
0.4
0.4
0.4
0.2
25.0
37.3
48.9
60.2
69.7
78.7
87.1
90.8
92.1
93.1
94.2
95.1
96.0
96.7
97.4
97.7
98.1
98.4
98.6
564
568
0.7
0.7
99.3
100.0
100.0
33.1
59.2
7.4
0.4
NA - Not Applicable
Sotnce: Dataquest (June 1990)
14
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 9
1989 European Bipolar ASIC Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
2
3
1
NA
10
4
7
5
9
6
12
8
13
NA
NA
NA
11
14
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
NA
NA
1
1
(2)
5
(2)
0
(3)
0
(4)
1
(4)
0
Ranked Companies
1988-89
1988 1989
Annual
Sales Sales Growth
($M) ($M) (Percent)
54
51
49
20
15
14
12
11
6
5
5
4
2
2
2
1
25.6
82.1
(12.5)
Plessey Semiconductors
Siemens
AMD
NEC
Motorola
Philips
Texas Instruments
National Semiconductor
Raytheon
Telefunken Electronic
Fujitsu
STC Components
Toshiba
Mitsubishi
AT&T
Hitachi
Honeywell Solid State
SGS-Thomson
43
28
56
European Others
North American Others
4
3
4
0.0
260
241
126
108
7
260
132
98
30
7.9
4.8
(9.3)
328.6
Total
Total
Total
Total
All Companies
European
North American
Japanese
5
24
15
20
7
19
4
7
3
5
1
200.0
(41.7)
(20.0)
(45.0)
(14.3)
(73.7)
25.0
(42.9)
(33.3)
1989
1989
1989
Cum.
Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
54
105
154
174
189
203
215
226
232
237
242
246
248
250
252
253
20.8
19.6
18.8
7.7
5.8
5.4
4.6
4.2
2.3
1.9
1.9
1.5
0.8
0.8
0.8
0.4
20.8
40.4
59.2
66.9
72.7
78.1
82.7
86.9
89.2
91.2
93.1
94.6
95.4
96.2
96.9
97.3
257
1.2
1.5
100.0
98.8
(100.0)
(100.0)
100.0
50.8
37.7
11.5
NA = Not Applicable
Source: Dataquest (June 1990)
ESIS Volume 3
0OO6080
©1990 Dataquest Europe Limited June
15
Final 1989 European Semiconductor Market Share Estimates
Table 10
1989 European Bipolar Standard Logic Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
1
2
3
4
5
6
8
NA
11
7
9
10
12
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
0
0
0
0
0
0
1
2
(3)
(2)
(2)
(1)
Ranked Companies
Texas Instruments
National Semiconductor
Philips
Motorola
AMD
SGS-Thomson
Hitachi
Mitsubishi
Goldstar
Plessey Semiconductors
NEC
Matsushita (Panasonic)
Fujitsu
European Others
Total
Total
Total
Total
Total
AU Companies
European
North American
Japanese
Rest of World
1988-89
Annual
1988 1989
Growth
Sales Sales
($M) ($M) (Percent)
169
76
52
49
17
10
4
1
6
3
3
1
130
53
37
33
11
4
4
4
2
1
1
1
1
3
394
71
311
11
1
(23.1)
(30.3)
(28.8)
(32.7)
(35.3)
(60.0)
0.0
100.0
(83.3)
(66.7)
(66.7)
0.0
1989
1989
1989
Cum.
Cum.
Market
Sum
Sum
Share
($M) (Percent) (Percent)
130
183
220
253
264
268
272
276
278
279
280
281
282
46.1
18.8
13.1
11.7
3.9
1.4
1.4
1.4
0.7
0.4
0.4
0.4
0.4
46.1
64.9
78.0
89.7
93.6
95.0
96.5
97.9
98.6
98.9
99.3
99.6
100.0
(100.0)
282
42
227
11
2
(28.4)
(40.8)
(27.0)
0.0
100.0
100.0
14.9
80.5
3.9
0.7
NA = Not Applicable
Souice: Dataquest (Juivi 1990)
16
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 11
1989 European Bipolar Other Logic Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
Change
in Rank
1
2
3
4
NA
NA
1
2
(2)
2
4
1
NA
3
5
Ranked Companies
1988-89
1988 1989 Annual
Sales Sales Growth
($M) ($M) (Percent)
11
10
3
1
0.0
0.0
(88.9)
Plessey Semiconductors
AMD
Philips
Mitsubishi
Intel
National Semiconductor
11
10
27
North American Others
1
1
0.0
63
38
25
26
14
11
1
(58.7)
(63.2)
(56.0)
Total
Total
Total
Total
AH Companies
European
North American
Japanese
10
4
1989
1989
1989
Cum. Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
11
21
24
25
42.3
38.5
11.5
3.8
42.3
80.8
92.3
96.2
26
3.8
100.0
(100.0)
(100.0)
100.0
53.8
42.3
3.8
NA = Not Applicable
Souice: Dataquest (June 1990)
ESIS Volume
0006080
©1990 Dataquest Europe Limited June
17
Final 1989 European Semiconductor Market Share Estimates
Table 12
1989 European Digital MOS IC Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
^ank Rank
1
8
2
3
6
4
7
5
9
11
10
15
13
12
14
17
19
42
18
29
49
25
20
21
26
23
24
30
28
46
34
40
NA
27
39
31
35
37
36
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
IS
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
Change
in Rank
0
6
(1)
(1)
1
(2)
0
(3)
0
1
(1)
3
0
(2)
(1)
1
2
24
(1)
9
28
3
(3)
(3)
1
(3)
(3)
2
(1)
16
3
8
(7)
4
(5)
(2)
(1)
(3)
Ranked Companies
Intel
Siemens
NEC
Texas Instruments
SGS-Thomson
Toshiba
Motorola
Philips
Hitachi
Samsung
AMD
Mitsubishi
Fujitsu
National Semiconductor
ITT
LSI Logic
Matra MHS
Harris
Oki Electric
Matsushita (Panasonic)
Micron Technology
VLSI Technology
Plessey Semiconductors
Mietec
NMB
Austria Mikro Systeme
IDT
Cypress
Marconi Electronic Devices
Sony
Western Digital
Sharp
TMS
ABB-HAFO
European SUicon Structures
ZUog
Telefunken Electronic
Eurosil Electronic
AT&T
1988-89
1988 1989
Annual
Growth
Sales Sales
{$M) ($M) (Percent)
475
243
372
308
264
301
255
285
221
137
148
79
123
131
102
60
52
10
57
22
2
36
51
42
30
40
39
21
23
5
17
11
25
12
19
15
13
15
530
522
378
368
344
334
313
267
264
188
168
153
148
137
118
73
73
70
69
67
60
55
54
52
51
47
36
30
26
26
23
23
23
21
17
16
15
14
12
11.6
114.8
1.6
19.5
30.3
11.0
22.7
(6.3)
19.5
37.2
13.5
93.7
20.3
4.6
15.7
21.7
40.4
600.0
21.1
204.5
2,900.0
52.8
5.9
23.8
70.0
17.5
(7.7)
42.9
13.0
420.0
35.3
109.1
(16.0)
41.7
(15.8)
0.0
7.7
(20.0)
1989
1989
1989
Cum.
Cum.
Market
Sum
Sum
Share
($M) (Percent) (Percent)
530
1,052
1,430
1,798
2,142
2,476
2,789
3,056
3,320
3,508
3,676
3,829
3,977
4,114
4,232
4,305
4,378
4,448
4,517
4,584
4,644
4,699
4,753
4,805
4,856
4,903
4,939
4,969
4,995
5,021
5,044
5,067
5,090
5,111
5,128
5,144
5,159
5,173
5,185
9.7
9.6
6.9
6.7
6.3
6.1
5.7
4.9
4.8
3.4
3.1
2.8
2.7
2.5
2.2
1.3
1.3
1.3
1.3
1.2
1.1
1.0
1.0
1.0
0.9
0.9
0.7
0.5
0.5
0.5
0.4
0.4
0.4
0.4
0.3
0.3
0.3
0.3
0.2
9.7
19.3
26.2
32.9
39.2
45.4
51.1
56.0
60.8
64.3
67.4
70.2
72.9
75.4
77.5
78.9
80.2
81.5
82.8
84.0
85.1
86.1
87.1
88.0
89.0
89.8
90.5
91.0
91.5
92.0
92.4
92.8
93.3
93.6
94.0
94.2
94.5
94.8
95.0
(Continued)
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Sliare Estimates
Table 12 (Continued)
1989 European Digital MOS IC Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
33
43
47
32
44
45
48
38
16
22
41
Change
In Rank
40
41
42
43
44
45
46
47
NA
NA
NA
(7)
2
5
(11)
0
0
2
(9)
Ranked Companies
1988-89
Annual
1988 1989
Sales Sales Growth
($M) ($M) (Percent)
1989
1989
1989
Cum.
Cum.
Market
Sum
Share
Sum
($M) (Percent) (Percent)
Rockwell
STC Components
Sprague
Seiko Epson
Ericsson Components
Analog Devices
Goldstar
Sanyo
GE Solid State
Inmos
Honeywell Solid State
18
9
3
18
6
6
3
12
73
40
10
9
8
8
7
7
6
6
4
(50.0)
(11.1)
166.7
(61.1)
16.7
0.0
100.0
(66.7)
(100.0)
(100.0)
(100.0)
5,194
5,202
5,210
5,217
5,224
5,230
5,236
5,240
0.2
0.1
0.1
0.1
0.1
0.1
0.1
0.1
95.2
95.3
95.5
95.6
95.7
95.8
95.9
96.0
European Others
North American Others
Japanese Others
Rest of Worid Otiiers
18
66
4
17
17
136
40
25
(5.6)
106.1
900.0
47.1
5,257
5,393
5,433
5,458
0.3
2.5
0.7
0.5
96.3
98.8
99.5
100.0
4,364
1,138
1,814
1,255
157
5,458
1,507
2,168
1,564
219
25.1
32.4
19.5
24.6
39.5
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of Worid
100.0
27.6
39.7
28.7
4,0
NA = Not Applicable
Source: Dataquest (June 1990)
ESIS Volume
0006080
©1990 Dataquest Europe Limited June
19
Final 1989 European Semiconductor Market Share Estimates
Table 13
1989 European NMOS IC Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
1
3
2
4
10
6
5
15
7
9
11
12
26
13
8
14
NA
16
18
22
21
20
17
19
23
NA
28
NA
24
25
27
29
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27.
28
NA
NA
NA
NA
0
1
(1)
0
5
0
(2)
7
(2)
(1)
0
0
13
(1)
(7)
(2)
(2)
(1)
2
0
(2)
(6)
(5)
(2)
1
Ranked Companies
1988-89
Annual
1988 1989
Sales Sales Growth
($M) ($M) (Percent)
Intel
Siemens
Texas Instruments
SGS-Thomson
Hitachi
NEC
AMD
Mitsubishi
Philips
Toshiba
Samsung
ITT
Micron Technology
Fujitsu
Motorola
National Semiconductor
Matsushita (Panasonic)
Oki Electric
Telefunken Electronic
Sharp
Austria Mikro Systeme
Plessey Semiconductors
ZUog
Rockwell
Mietec
TMS
STC Components
Goldstar
Sanyo
Matra MHS
Inmos
Sprague
257
177
194
137
73
124
127
26
117
80
62
47
2
44
108
40
European Others
North American Others
Japanese Others
Rest of World Others
6
27
1
3
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of Worid
22
15
7
8
10
15
11
7
1
282
233
223
152
128
122
100
94
88
87
52
52
52
47
39
30
29
26
15
15
11
10
9
9
7
5
2
2
9.7
31.6
14.9
10.9
75.3
(1.6)
(21.3)
261.5
(24.8)
8.8
(16.1)
10.6
2,500.0
6.8
(63.9)
(25.0)
18.2
0.0
114.3
37.5
0.0
(40.0)
(18.2)
0.0
100.0
1989
1989
1989
Cum.
Cum.
Market
Sum
Sum
Share
($M) (Percent) (Percent)
282
515
738
890
1,018
1,140
1,240
1,334
1,422
1,509
1,561
1,613
1,665
1,712
1,751
1,781
1,810
1,836
1,851
1,866
1,877
1,887
1,896
1,905
1,912
1,917
1,919
1,921
14.2
11.7
11.2
7.7
6.5
6.2
5.0
4.7
4.4
4.4
2.6
2.6
2.6
2.4
2.0
1.5
1.5
1.3
0.8
0.8
0.6
0.5
0.5
0.5
0.4
0.3
0.1
0.1
14.2
26.0
37.2
44.9
51.3
57.5
62.5
67.3
71.7
76.1
78.7
81.3
84.0
86.3
88.3
89.8
91.3
92.6
93.3
94.1
94.7
95.2
95.6
96.1
96.4
96.7
96.8
96.9
1,927
1,965
1,983
0.3
1.9
0.9
97.2
99.1
100.0
(100.0)
(100.0)
(100.0)
(100.0)
5
3
2
1
6
38
18
0.0
40.7
1,700.0
(100.0)
1,759 1,983
483
529
834
829
382
566
54
65
12.7
9.5
0.6
48.2
(16.9)
100.0
26.7
42.1
28.5
2.7
NA = Not .Applicable
Source: Dataquest (June 1990)
20
©1990 Dataquest Europe Limited Jime
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 14
1989 European CMOS IC Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
12
3
(2)
(1)
(3)
0
(3)
(1)
2
(2)
(2)
(2)
3
0
22
13
0
(3)
2
4
(3)
0
4
(5)
(2)
2
(1)
15
2
2
(6)
13
5
1
3
2
6
4
7
11
8
9
10
16
14
37
29
17
15
21
24
18
22
27
19
23
28
26
43
31
32
25
NA
35
34
33
45
NA
30
41
2
0
(2)
9
(8)
2
Ranked Companies
Siemens
Motorola
NEC
Intel
Toshiba
SGS-Thomson
Philips
Texas Instruments
Samsung
Hitachi
National Semiconductor
Fujitsu
Matra MHS
LSI Logic
Harris
AMD
ITT
Mitsubishi
VLSI Technology
NMB
Plessey Semiconductors
Oki Electric
Matsushita (Panasonic)
IDT
Austria Mikro Systeme
Cypress
Marconi Electronic Devices
Sony
Western Digital
Mietec
ABB-HAFO
TMS
European Silicon Structures
Eurosil Electronic
AT&T
Sharp
Micron Technology
Seiko Epson
Ericsson Components
1988-89
1988 1989
Annual
Sales Sales Growth
($M) ($M) (Percent)
65
147
230
218
221
127
168
108
73
99
90
79
49
59
10
21
48
53
36
30
40
35
22
39
32
21
23
5
17
17
25
12
13
15
4
18
6
289
274
256
248
246
184
179
142
136
135
103
98
73
72
70
68
63
59
55
51
44
43
38
36
36
30
26
26
23
22
21
18
17
14
12
8
8
7
7
344.6
86.4
11.3
13.8
11.3
44.9
6.5
31.5
86.3
36.4
14,4
24.1
49.0
22.0
600.0
223.8
31.3
11.3
52.8
70.0
10.0
22.9
72.7
(7.7)
12.5
42.9
13.0
420.0
35.3
29.4
(16.0)
41.7
7.7
(20.0)
100.0
(61.1)
16.7
1989
1989
1989
Cum.
Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
289
563
819
1,067
1,313
1,497
1,676
1,818
1,954
2,089
2,192
2,290
2,363
2,435
2,505
2,573
2,636
2,695
2,750
2,801
2,845
2,888
2,926
2,962
2,998
3,028
3,054
3,080
3,103
3,125
3,146
3,164
3,181
3,195
3,207
3,215
3,223
3,230
3,237
8.5
8.0
7.5
7.3
7.2
5.4
5.2
4.2
4.0
4.0
3.0
2.9
2.1
2.1
2.1
2.0
1.8
1.7
1.6
1.5
1.3
1.3
1.1
1.1
1.1
0.9
0.8
0.8
0.7
0.6
0.6
0.5
0.5
0.4
0.4
0.2
0.2
0.2
0.2
8.5
16.5
24.0
31.3
38.5
43.9
49.1
53.3
57.3
61.2
64.2
67.1
69.3
71.4
73.4
75.4
77.3
79.0
80.6
82.1
83.4
84.6
85.8
86.8
87.9
88.7
89.5
90.3
90.9
91.6
92.2
92.7
93.2
93.6
94.0
94.2
94.5
94.7
94.9
(Continued)
ESIS Volume 3
0006080
©1990 Dataquest Europe Limited June
21
Final 1989 European Semiconductor Market Share Estimates
Table 14
1989 European CMOS IC Market Share Rankings
(Miilions of U.S. Dollars) (Continued)
1988 1989
Rank Rank
44
42
38
46
39
12
20
36
40
47
Change
in Rank
40
41
42
43
44
NA
NA
NA
NA
NA
4
1
(4)
3
(5)
Ranked Companies
1988-89
Annual
1988 1989
Growth
Sales Sales
($M) ($M) (Percent)
1989
1989
1989
Cum.
Cum,
Market
Sum
Share
Sum
($M) (Percent) (Percent)
ZUog
Analog Devices
Sanyo
Goldstar
STC Components
GE Solid State
Inmos
Honeywell Solid State
Rockwell
Sprague
4
6
7
3
6
66
38
10
6
2
7
6
4
4
3
75.0
0.0
(42.9)
33.3
(50.0)
(100.0)
(100.0)
(100.0)
(100.0)
(100.0)
3,244
3,250
3,254
3,258
3,261
0.2
0.2
0.1
0.1
0.1
95.1
95.3
95.4
95.5
95.6
European Others
North American Others
Japanese Others
Rest of World Others
12
39
3
14
11
93
22
25
(8.3)
138.5
633.3
78.6
3,272
3,365
3,387
3,412
0.3
2.7
0.6
0.7
95.9
98.6
99.3
100.0
2,491 3,412
944
633
962 1,310
806
993
90
165
37.0
49.1
36.2
23.2
83.3
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of World
100.0
27.7
38.4
29.1
4.8
NA = Not Applicable
.
Source: Dataquest (June 1990)
22
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 15
1989 European BiCMOS IC Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
2
NA
NA
7
5
6
NA
3
8
NA
1
4
Change
in Rank
1
2
3
4
5
6
7
8
9
10
NA
NA
1
3
0
0
(5)
(1)
Ranked Companies
Mietec
SGS-Thomson
Sprague
National Semiconductor
Texas Instruments
STC Components
Fujitsu
Hitachi
LSI Logic
Toshiba
NEC
GE SoUd State
1988-89
1988 1989
Annual
Sales Sales
Growth
($M) ($M) (Percent)
18
1
2
2
7
1
18
7
All Companies
European
North American
Japanese
27.8
300.0
50.0
50.0
(85.7)
0.0
56
20
11
25
23
31
39
43
46
49
52
53
54
55
38.3
13.3
13.3
6.7
5.0
5.0
5.0
1.7
1.7
1.7
38.3
51.7
65.0
71.7
76.7
81.7
86.7
88.3
90.0
91.7
60
8.3
100.0
(100.0)
(100.0)
5
North American Others
Total
Total
Total
Total
23
8
8
4
3
3
3
1
1
1
1989
1989
1989
Cum.
Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
60
34
21
5
7.1
70.0
90.9
(80.0)
100.0
56.7
35.0
8.3
NA = Not Applicable
Source: Dataquest (June 1990)
ESIS Volume 3
0006080
©1990 Dataquest Europe Limited June
23
Final 1989 European Semiconductor Market Share Estimates
Table 16
1989 European Other MOS IC Market Share Rankings
(MiUions of U.S. Dollars)
1988 1989
Rank Rank
2
1
3
4
5
6
7
Change
in Rank
1
NA
NA
NA
NA
NA
NA
1
Ranked Companies
1988-89
Annual
1988 1989
Growth
Sales Sales
($M) ($M) (Percent)
ITT
Hitachi
Texas Instruments
Samsung
Siemens
Rockwell
Plessey Semiconductors
7
42
4
2
1
1
1
3
(57.1)
(100.0)
(100.0)
(100.0)
(100.0)
(100.0)
(100.0)
Total
Total
Total
Total
Total
58
2
12
42
2
3
(94.8)
(100.0)
(75.0)
(100.0)
(100.0)
All Companies
European
North American
Japanese
Rest of World
3
1989
1989
1989
Cum,
Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
3
100.0
100.0
100.0
100.0
NA = Not Applicable
Source; Dataquest (Jui»s 1990)
24
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 17
1989 European MOS Memory Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
5
3
1
2
6
4
9
7
10
8
11
17
16
29
13
12
14
18
25
15
23
20
21
NA
32
31
NA
27
26
NA
19
22
24
28
30
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
NA
NA
NA
NA
NA
4
1
(2)
(2)
1
(2)
2
(1)
1
(2)
0
3
3
15
(2)
(4)
(3)
0
6
(5)
2
(2)
(2)
7
5
(1)
(3)
Ranked Companies
Siemens
Texas Instruments
Toshiba
NEC
Samsung
Hitachi
SGS-Thomson
Fujitsu
Mitsubishi
Intel
AMD
Matsushita (Panasonic)
Motorola
Micron Technology
NMB
Oki Electric
National Semiconductor
Matra MHS
Sony
IDT
Sharp
CypiBss
Philips
ITT
Goldstar
Marconi Electronic Devices
Plessey Semiconductors
Harris
VLSI Technology
Sanyo
Inmos
Seiko Epson
GE Solid State
Austria Mikro Systeme
STC Components
European Others
North American Others
Japanese Others
Rest of World Others
Total
Total
Total
Total
Total
AU Companies
European
North American
Japanese
Rest of World
1988
Sales
($M)
1989
Sales
($M)
130
216
228
223
128
138
84
102
71
97
56
22
25
2
30
38
30
20
5
27
10
16
14
338
250
247
232
186
172
129
120
104
102
71
67
60
60
51
48
30
28
26
24
22
21
20
9
4
3
2
1
1
1
19
1
1
4
4
1988-89
Annual
Growth
(Percent)
1989
Cum.
Sum
($M)
1989
Market
Share
(Percent)
1989
Cum.
Sum
(Percent)
160.0
15.7
8.3
4.0
45.3
24.6
53.6
17.6
46.5
5.2
26.8
204.5
140.0
2,900.0
70.0
26.3
0.0
40.0
420.0
(11.1)
120.0
31.3
42.9
338
588
835
1,067
1,253
1,425
1,554
1,674
1.778
1,880
1,951
2,018
2,078
2,138
2,189
2,237
2,267
2,295
2,321
2345
2367
2388
2,408
2,417
2,421
2,424
2,426
2,427
2,428
2,429
(100.0)
13.3
9.8
9.7
9.1
7.3
6.8
5.1
4.7
4.1
4.0
2.8
2.6
2.4
2.4
2.0
1.9
1.2
1.1
1.0
0.9
0.9
0.8
0.8
0.4
0.2
0.1
0.1
0.0
0.0
0.0
13.3
23.1
32.8
41.9
49.2
55.9
61.0
65.7
69.8
73.8
76.6
79.2
81.6
83.9
85.9
87.8
89.0
90.1
91.1
92.0
92.9
93.7
94.5
94.9
95.0
95.1
95.2
95.3
95.3
95.3
2,490
2,529
2,548
2.4
1.5
0.7
97.7
99.3
100.0
300.0
200.0
(75.0)
(75.0)
(100.0)
(100.0)
(100.0)
(100.0)
11
8
4
1
2
18
1
11
61
39
19
(100.0)
238.9
3,800.0
72.7
1,797
275
503
879
140
2,548
520
690
1,129
209
41.8
89.1
37.2
28.4
49.3
100.0
20.4
27.1
44.3
8.2
NA = Not Applicable
Source: OaUquest (June 1990)
ESIS Volume
0006080
©1990 Dataquest Europe Limited June
25
Final 1989 European Semiconductor Market Share Estimates
Table 18
1989 European MOS Microcomponent Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
1
2
3
4
5
7
6
8
21
9
11
10
14
24
17
15
22
26
13
NA
20
19
25
NA
31
23
30
NA
18
28
29
27
12
16
Change
in Rank
i
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
NA
NA
0
0
0
0
0
1
(1)
0
12
(1)
0
(2)
1
10
2
(1)
5
8
(6)
(1)
(3)
2
6
(3)
3
(11)
(2)
(2)
(5)
Ranked Companies
Intel
Motorola
NEC
SGS-Thomson
Hitachi
Siemens
Philips
Texas Instniments
Mitsubishi
National Semiconductor
Toshiba
AMD
Westem Digital
Harris
Matra MHS
Oki Electric
ITT
VLSI Technology
Zilog
TMS
Fujitsu
Rockwell
Analog Devices
LSI Logic
AT&T
IDT
Cypress
Plessey Semiconductors
Sanyo
Marconi Electronic Devices
Eurosil Electronic
Sharp
Inmos
GE Solid State
North American Others
Rest of World Others
Total
Total
Total
Total
Total
AU Companies
European
North American
Japatiese
Rest of World
1988
Sales
($M)
1989
Sales
{$M)
351
150
109
77
71
51
55
48
8
40
27
33
17
6
14
16
7
5
19
416
179
122
101
75
67
62
60
48
45
35
34
23
21
20
18
18
17
16
11
10
9
6
6
4
3
2
2
1
1
1
1
9
11
6
1
6
1
12
1
1
1
21
15
1988-89
Annual
Growth
(Percent)
1989
Cum.
Sum
($M)
1989
Market
Share
(Percent)
1989
Cum.
Sum
(Percent)
18.5
19.3
11.9
31.2
5.6
31.4
12.7
25.0
500.0
12.5
29.6
3.0
35.3
250.0
42.9
125
157.1
240.0
(15.8)
416
595
717
818
893
960
1,022
1,082
1,130
1,175
1,210
1,244
1,267
1,288
1,308
1,326
1,344
1,361
1,377
1,388
1,398
1,407
1,413
1,419
1,423
1,426
1,428
1,430
1,431
1,432
1,433
1,434
28.3
12.2
8.3
6.9
5.1
4.6
4.2
4.1
3.3
3.1
2.4
2.3
1.6
1.4
1.4
1.2
1.2
1.2
1.1
0.7
0.7
0.6
0.4
0.4
0.3
0.2
0.1
0.1
0.1
0.1
0.1
0.1
28.3
40.5
48.8
55.7
60.8
65.4
69.6
73.7
76.9
80.0
82.4
84.7
86.2
87.7
89.0
90.3
91.5
92.6
93.7
94.5
95.2
95.8
96.2
96.6
96.9
97.1
97.2
97.3
97.4
97.5
97.5
97.6
1,465
1,469
2.1
0.3
99.7
100.0
11.1
(18.2)
0.0
300.0
(50.0)
100.0
(91.7)
0.0
0.0
0.0
(100.0)
(100.0)
19
4
31
4
63.2
0.0
1^212
220
735
253
4
1,469
265
890
310
4
21.2
20.5
21.1
22.5
0.0
100.0
18.0
60.6
21.1
0.3
NA = Not Applicable
Source: Dataquest (June 1990)
26
©1990 Dataquest Europe Limited Jmie
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Stiare Estimates
Table 19
1989 European MOS Logic Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
[(ank Rank
1
5
2
3
4
7
8
6
12
11
13
9
NA
15
16
20
14
19
18
24
26
23
21
25
17
NA
32
22
29
35
30
33
34
36
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
Change
in Rank
0
3
(1)
(1)
(1)
1
1
(2)
3
1
2
(3)
1
1
4
(3)
1
(1)
4
5
1
(2)
1
(8)
5
(6)
0
5
(1)
1
1
2
Ranked Companies
Philips
Siemens
SGS-Thomson
rrx
Motorola
LSI Logic
AMD
National Semiconductor
Texas Instruments
Toshiba
Mietec
Plessey Semiconductors
Harris
Austria Mikro Systeme
VLSI Technology
Matra MHS
NEC
Marconi Electronic Devices
ABB-HAFO
Fujitsu
European Silicon Structures
Hitachi
Telefunken Electronic
Eurosil Electronic
Intel
TMS
IDT
AT&T
STC Components
Sprague
Seiko Epson
Ericsson Components
Cypress
Oki Electric
1988-89
Annual
1988 1989
Sales Sales Growth
($M) ($M) (Percent)
216
62
103
95
80
60
59
61
44
46
42
51
36
27
18
40
21
25
12
12
12
15
12
27
6
14
8
3
7
6
4
3
185
117
114
91
74
67
63
62
58
52
52
50
48
47
37
25
24
22
21
18
17
17
15
13
12
12
9
8
8
8
7
7
7
3
(14.4)
88.7
10.7
(4.2)
(7.5)
11.7
6.8
1.6
31.8
13.0
23.8
(2.0)
30.6
37.0
38.9
(40.0)
4.8
(16.0)
50.0
41.7
41.7
0.0
8.3
(55.6)
50.0
(42.9)
0.0
166.7
0.0
16.7
75.0
0.0
1989
1989
1989
Cum.
Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
185
302
416
507
581
648
711
773
831
883
935
985
1,033
1,080
1,117
1,142
1,166
1,188
1,209
1,227
1,244
1,261
1,276
1,289
1,301
1,313
1,322
1,330
1,338
1,346
1,353
1,360
1,367
1,370
12.8
8.1
7.9
6.3
5.1
4.6
4.4
4.3
4.0
3.6
3.6
3.5
3.3
3.3
2.6
1.7
1.7
1.5
1.5
1.2
1.2
1.2
1.0
0.9
0.8
0.8
0.6
0.6
0.6
0.6
0.5
0.5
0.5
0.2
12.8
21.0
28.9
35.2
40.3
45.0
49.3
53.6
57.7
61.3
64.9
68.4
71.7
74.9
77.5
79.3
80.9
82.4
83.9
85.1
86.3
87.5
88.5
89.5
90.3
91.1
91.7
92.3
92.9
93.4
93.9
94.4
94.9
95.1
(Continued)
ESIS Volume
0006080
©1990 Dataquest Europe Limited June
27
Final 1989 European Semiconductor Market Share Estimates
Table 19
1989 European MOS Logic Market Share Rankings
(Millions of U.S. Dollars) (Continued)
1988 1989
Rank Rank
28
37
NA
NA
10
27
31
Change
in Rank
35
36
37
38
NA
NA
NA
(7)
1
Ranked Companies
1988-89
Annual
1988 1989
Growth
Sales Sales
($M) ($M) (Percent)
Samsung
Goldstar
Sanyo
Mitsubishi
GE Solid State
Honeywell Solid State
Rockwell
50
10
7
European Others
North American Others
Japanese Others
Rest of World Others
16
29
3
2
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of World
2
2
2
1
9
2
(77.8)
0.0
1989
1989
1989
Cum.
Market
Cum.
Sum
Sum
Share
($M) (Percent) (Percent)
1,372
1,374
1,376
1,377
0.1
0.1
0.1
0.1
95.2
95.4
95.5
95.6
1,394
1.438
1,439
1,441
1.2
3.1
0.1
0.1
96.7
99.8
99.9
100.0
(100.0)
(100.0)
(100.0)
17
44
1
2
6.3
51.7
(66.7)
0.0
1,355 1,441
722
643
576
588
123
125
6
13
6.3
12.3
2.1
1.6
(53.8)
100.0
50.1
40.8
8.7
0.4
NA = Not Applicable
Source: Dataquest (June 1990)
28
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Finai 1989 European Semiconductor Market Share Estimates
Table 20
1989 European MOS ASIC Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
NA
NA
0
0
6
(1)
(1)
(1)
0
(2)
1
1
(3)
1
(1)
4
2
(1)
1
2
9
3
4
5
7
6
10
11
8
13
12
18
17
15
NA
19
21
14
20
NA
27
22
25
31
26
29
30
28
33
16
32
NA
23
24
1
2
(6)
(1)
4
(2)
0
5
(1)
1
1
(2)
2
(16)
(1)
Ranked Companies
nr
LSI Logic
Siemens
Mietec
Toshiba
Plessey Semiconductors
Austria Mikro Systeme
SGS-Thomson
VLSI Technology
Texas Instruments
National Semiconductor
NEC
ABB-HAFO
Marconi Electronic Devices
Matra MHS
Philips
Harris
Fujitsu
European Silicon Structures
Telefiinken Electronic
Euiosil Electronic
TMS
Hitachi
Intel
AT&T
Sprague
Seiko Epson
Ericsson Components
Cypress
STC Components
AMD
Motorola
Oki Electric
Goldstar
GE Solid State
Honeywell Solid State
European Others
North American Others
Japanese Others
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of World
1988
Sales
{$M)
1989
Sales
($M)
95
59
28
42
41
35
33
34
25
25
30
23
25
14
14
14
91
67
55
52
50
49
47
40
37
35
30
24
21
21
20
19
19
18
17
15
13
12
11
10
8
8
7
7
7
5
5
4
3
1
12
12
15
12
7
11
9
3
7
6
4
6
2
14
3
1988-89
Annual
Growth
(Percent)
1989
Cum.
Sum
($M)
1989
Market
Share
(Percent)
1989
Cum.
Sum
(Percent)
(4.2)
13.6
96.4
23.8
22.0
40.0
42.4
17.6
48.0
40.0
0.0
4.3
(16.0)
50.0
42.9
35.7
91
158
213
265
315
364
411
451
488
523
553
577
598
619
639
658
677
695
712
727
740
752
763
773
781
789
796
803
810
815
820
824
827
828
10.4
7.6
6.3
5.9
5.7
5.6
5.4
4.6
4.2
4.0
3.4
2.7
2.4
2.4
2.3
2.2
2.2
2.1
1.9
1.7
1.5
1.4
1.3
1.1
0.9
0.9
0.8
0.8
0.8
0.6
0.6
0.5
0.3
0.1
10.4
18.0
24.3
30.2
35.9
41.5
46.9
51.4
55.6
59.6
63.1
65.8
68.2
70.6
72.9
75.0
77.2
79.2
81.2
82.9
84.4
85.7
87.0
88.1
89.1
90.0
90.8
91.6
92.4
-92^
93.5
94.0
94.3
94.4
838
877
1.1
4.4
95.6
100.0
50.0
41.7
0.0
8.3
57.1
(9.1)
(11.1)
166.7
0.0
16.7
75.0
(16.7)
150.0
(71.4)
0.0
(100.0)
(100.0)
11
10
10
19
1
10
39
0.0
105.3
(100.0)
711
300
317
94
877
403
360
113
1
23.3
34.3
13.6
20.2
100.0
46.0
41.0
12.9
0.1
NA = Not Applicable
Source: Dataqiiest (June 1990)
ESIS Volume 3
0006080
©1990 Dataquest Europe Limited Jime
29
Final 1989 European Semiconductor Market Share Estimates
Table 21
1989 European MOS Standard Logic Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
1
2
3
NA
5
6
7
9
11
13
8
10
14
NA
4
12
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
NA
NA
0
0
0
0
0
0
1
2
3
(3)
(2)
1
Ranked Companies
1988-89
1988 1989
Annual
Sales Sales Growth
($M) ($M) (Percent)
AMD
PhiUps
Motorola
Harris
National Semiconductor
Texas Instruments
SGS-Thomson
BDT
Hitachi
STC Components
Samsung
Toshiba
Goldstar
Mitsubishi
GE Solid State
AT&T
39
5
European Others
North American Others
Rest of Worid Others
6
3
2
7
3
2
16.7
0.0
0.0
287
74
190
10
13
263
74
175
9
5
(8.4)
0.0
(7.9)
(10.0)
(61.5)
Total
Total
Total
Total
Total
AU Companies
European
North American
Japanese
Rest of Worid
57
48
40
21
19
18
6
5
2
9
5
2
58
46
33
29
22
21
18
9
6
3
2
2
1
1
1.8
(4.2)
(17.5)
4.8
10.5
0.0
50.0
20.0
50.0
(77.8)
(60.0)
(50.0)
1989
1989
1989
Cum.
Cum.
Market
Sum
Sum
Share
($M) (Percent) (Percent)
58
104
137
166
188
209
227
236
242
245
247
249
250
251
22.1
17.5
12.5
11.0
8.4
8.0
6.8
3.4
2.3
1.1
0.8
0.8
0.4
0.4
22.1
39.5
52.1
63.1
71.5
79.5
86.3
89.7
92.0
93.2
93.9
94.7
95.1
95.4
258
261
263
2.7
1.1
0.8
98.1
99.2
100.0
(100.0)
(100.0)
100.0
28.1
66.5
3.4
1.9
NA = Not Applicable
Souic«: Dataquest (7un)i 1990)
30
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 22
1989 European Other MOS Logic Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
1
3
2
4
8
11
7
NA
NA
6
10
5
9
12
13
14
Change
in Rank
1
2
3
4
5
6
7
g
9
10
11
NA
NA
NA
NA
NA
0
1
(1)
0
3
5
0
(4)
(1)
Ranked Companies
Philips
Siemens
SGS-Thomson
Motorola
National Semiconductor
Matra MHS
Intel
Sanyo
Texas Instruments
Plessey Semiconductors
Marconi Electronic Devices
NEC
Rockwell
Austria Mikro Systeme
VLSI Technology
LSI Logic
North American Others
Japanese Others
Total
Total
Total
Total
All Companies
European
North American
Japanese
1988-89
Annual
1988 1989
Sales Sales Growth
($M) ($M) (Percent)
154
34
51
26
10
4
16
16
7
17
7
3
2
1
120
62
56
37
10
5
2
2
2
1
1
(22.1)
82.4
9.8
42.3
0.0
25.0
(87.5)
(93.8)
(85.7)
(100.0)
(100.0)
(100.0)
(100.0)
(100.0)
7
2
2
1
(71.4)
(50.0)
357
269
69
19
301
245
53
3
(15.7)
(8.9)
(23.2)
(84.2)
1989
1989
1989
Cum.
Cum.
Market
Sum
Sum
Share
($M) (Percent) (Percent)
120
182
238
275
285
290
292
294
296
297
298
39.9
20.6
18.6
12.3
3.3
1.7
0.7
0.7
0.7
0.3
0.3
39.9
60.5
79.1
91.4
94.7
96.3
97.0
97.7
98.3
98.7
99.0
300
301
0.7
0.3
99.7
100.0
lOO.O
81.4
17.6
1.0
NA = Not Api^cable
Source: Dataquest (Juoe 1990)
ESIS Volume 3
0006080
©1990 Dataquest Europe Limited June
31
Final 1989 European Semiconductor Market Share Estimates
Table 23
1989 E u r o p e a n Total Analog M a r k e t S h a r e Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
1
2
3
6
4
5
7
8
17
10
12
14
11
18
19
NA
9
15
16
20
31
28
NA
23
22
NA
NA
21
25
26
29
24
27
30
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
Change
in Rank
0
0
0
2
(1)
(1)
0
0
8
0
1
2
(2)
4
4
(8)
(3)
(3)
0
10
6
(1)
(3)
(7)
(4)
(4)
(2)
(8)
(6)
(4)
Ranked Companies
Philips
SGS-Thomson
National Semiconductor
Siemens
Texas Instruments
Motorola
Analog Devices
Telefunken Electronic
Harris
Burr-Brown
Ericsson Components
Precision Monolithics
ITT
Toshiba
AMD
Mitsubishi
Plessey Semiconductors
Sprague
Siliconix
Mitel Semiconductor
Samsung
Austria Mikro Systeme
Fujitsu
Rolim Electronics
Unitrode
TMS
Rockwell
Raytheon
Hitachi
STC Components
Sanyo
Matsushita (Panasonic)
ScMiy
NEC
1988-89
1988 1989
Annual
Sales Sales Growth
($M) ($M) (Percent)
281
210
140
102
105
105
90
52
18
43
34
30
41
17
17
49
27
18
14
2
4
6
6
7
6
4
3
6
4
3
316
226
160
134
100
99
89
62
47
39
35
29
27
22
22
21
18
17
16
14
10
9
9
8
8
7
7
6
6
5
5
4
4
4
12.5
7.6
14.3
31.4
(4.8)
(5.7)
(1.1)
19.2
161.1
(9.3)
2.9
(3.3)
(34.1)
29.4
29.4
(63.3)
(37.0)
(11.1)
0.0
400.0
125.0
33.3
33.3
(14.3)
0.0
25.0
66.7
(33.3)
0.0
33.3
1989
1989
1989
Cum.
Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
316
542
702
836
936
1,035
1,124
1,186
1,233
1,272
1,307
1,336
1,363
1,385
1,407
1,428
1,446
1,463
1,479
1,493
1,503
1,512
1,521
1,529
1,537
1,544
1,551
1,557
1,563
1,568
1,573
1,577
1,581
1,585
18.6
13.3
9.4
7.9
5.9
5.8
5.2
3.7
2.8
2.3
2.1
1.7
1.6
1.3
1.3
1.2
1.1
1.0
0.9
0.8
0.6
0.5
0.5
0.5
0.5
0.4
0.4
0.4
0.4
0.3
0.3
0.2
0.2
0.2
18.6
32.0
41.4
49.3
55.2
61.0
66.3
69.9
72.7
75.0
77.1
78.8
80.4
81.7
83.0
84.2
85.3
86.3
87.2
88.0
88.6
89.2
89.7
90.2
90.6
91.0
91.5
91.8
92.2
92.5
92.7
93.0
93.2
93.5
(Continued)
32
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 23
1989 European Total Analog Market Share Rankings
(Millions of U.S. Dollars) (Continued)
1988 1989
Rank Rank
NA
33
NA
NA
13
32
Change
in Rank
35
36
37
38
NA
NA
(3)
Ranked Companies
1988-89
1988 1989 Annual
Sales Sales Growth
($M) ($M) (Percent)
Marconi Electronic Devices
Seiko Epson
Goldstar
International Rectifier
GE Solid State
AT&T
33
2
European Others
North American Others
Japanese Others
2
49
2
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of World
1
2
1
1
1
0.0
1989
1989
1989
Cum.
Cum. Market
Sum
Share
Sum
($M) (Percent) (Percent)
1,587
1,588
1,589
1,590
0.1
0.1
0.1
0.1
93.6
93.6
93.7
93.8
1.592
1,689
1.696
0.1
5.7
0.4
93.9
99.6
100.0
(100.0)
(100.0)
2
97
7
0.0
98.0
250.0
1,533 1,696
738 816
745 778
91
48
11
2
10.6
10.6
4.4
89.6
450.0
100.0
48.1
45.9
5.4
0.6
NA = Not Applicable
Source: Dataquest (June 1990)
ESIS Volume
0006080
©1990 Dataquest Europe Limited June
33
Final 1989 European Semiconductor Market Share Estimates
Table 24
1989 European Monolithic Analog Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Hank Rank
1
2
3
5
4
6
7
8
16
11
13
10
17
19
15
NA
9
14
18
31
20
26
24
NA
NA
21
23
NA
22
25
27
28
30
29
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
Change
in Rank
0
0
0
1
(1)
0
0
0
7
1
2
(2)
4
5
0
(8)
(4)
(1)
11
(1)
4
1
(5)
(4)
(7)
(5)
(4)
(4)
(3)
(5)
Ranked Companies
Philips
SGS-Thomson
National Semiconductor
Siemens
Texas Instruments
Motorola
Analog Devices
Telefunken Electronic
Harris
Ericsson Components
Precision Monolithics
ITT
Toshiba
AMD
Burr-Brown
Mitsubishi
Plessey Semiconductors
Sprague
SUiconix
Samsung
Mitel Semiconductor
Austria Mikro Systeme
Unitrode
TMS
Rockwell
Raytheon
Hitachi
Fujitsu
Matsushita (Panasonic)
Rohm Electronics
STC Components
NEC
Sanyo
Sraiy
1988-89
1988 1989
Annual
Sales Sales Growth
($M) ($M) (Percent)
247
210
140
94
105
87
73
49
18
34
30
41
17
17
23
48
27
17
2
10
4
5
6
6
6
4
3
3
2
2
276
226
160
125
100
81
72
59
45
35
29
27
22
22
21
20
18
17
16
10
9
9
7
7
7
6
6
6
4
4
4
4
4
2
11.7
7.6
14.3
33.0
(4.8)
(6.9)
(1.4)
20.4
150.0
2.9
(3.3)
(34.1)
29.4
29.4
(8.7)
(62.5)
(37.0)
(5.9)
400.0
(10.0)
125.0
40.0
0.0
0.0
(33.3)
0.0
33.3
33.3
100.0
0.0
1989
1989
1989
Cum.
Cum.
Market
Sum
Sum
Share
($M) (Percent) (Percent)
276
502
662
787
887
968
1,040
1.099
1,144
1,179
1,208
1,235
1,257
1,279
1,300
1,320
1,338
1,355
1,371
1,381
1,390
1,399
1,406
1,413
1,420
1,426
1,432
1,438
1,442
1,446
1,450
1,454
1,458
1,460
17.7
14.5
10.3
8.0
6.4
5.2
4.6
3.8
2.9
2.2
1.9
1.7
1.4
1.4
1.3
1.3
1.2
1.1
1.0
0.6
0.6
0.6
0.4
0.4
0.4
0.4
0.4
0.4
0.3
0.3
0.3
0.3
0.3
0.1
17.7
32.2
42.4
50.4
56.9
62.1
66.7
70.4
73.3
75.6
77.4
79.2
80.6
82.0
83.3
84.6
85.8
86.9
87.9
88.5
89.1
89.7
90.1
90.6
91.0
91.4
91.8
92.2
92.4
92.7
92.9
93.2
93.5
93.6
(CcMitinued)
34
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 24
1989 European Monolithic Analog Market Share Rankings
(Millions of U.S. Dollars) (Continued)
1988 1989
Rank Rank
NA
NA
NA
12
32
Change
in Rank
35
36
37
NA
NA
Ranked Companies
Marconi Electronic Devices
International Rectifier
Goldstar
GE Solid State
AT&T
European Others
North American Others
Japanese Others
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of World
1988-89
Annual
1988 1989
Growth
Sales Sales
($M) ($M) (Percent)
2
1
1
1,462
1,463
1,464
0.1
0.1
0.1
93.7
93.8
93.8
1,466
1,559
1,560
0.1
6.0
0.1
94.0
99.9
100.0
(100.0)
(100.0)
33
2
2
93
1
0.0
89.8
1,416 1,560
763
691
683 713
40
73
2
11
10.2
10.4
4.4
82.5
450.0
2
49
1989
1989
1989
Cum.
Market
Cum.
Sum
Sum
Share
($M) (Percent) (Percent)
100.0
48.9
45.7
4.7
0.7
NA = Not Applicable
Souice: dataquest (June: 1990)
ESIS Volume 3
0006080
©1990 Dataquest Europe Limited June
35
Final 1989 European Semiconductor Market Share Estimates
Table 25
1989 European Hybrid Analog Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
^ank Rank
1
2
3
4
5
6
9
7
NA
8
NA
11
10
14
13
NA
12
16
15
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
NA
NA
NA
0
0
0
0
0
0
2
(1)
(2)
(1)
(3)
0
(2)
Ranked Companies
Philips
Burr-Brown
Motorola
Analog Devices
Siemens
Mitel Semiconductor
Rohm Electronics
Telefunken Electronic
Fujitsu
Sony
Harris
STC Components
Unitrode
Sanyo
Seiko Epson
Mitsubishi
Siliconix
Plessey Semiconductors
Raytheon
North American Others
Japanese Others
Total
Total
Total
Total
All Companies
European
North American
Japanese
1988-89
1988 1989 Annual
Sales Sales Growth
($M) ($M) (Percent)
34
20
18
17
8
4
2
3
2
40
18
18
17
9
5
4
3
3
2
2
17.6
(10.0)
0.0
0.0
12.5
25.0
100.0
0.0
0.0
0.0
0.0
0.0
0.0
1989
1989
1989
Cum. Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
40
58
76
93
102
107
111
114
117
119
121
122
123
124
125
126
29.4
13.2
13.2
12.5
6.6
3.7
2.9
2.2
2.2
1.5
1.5
0.7
0.7
0.7
0.7
0.7
29.4
42.6
55.9
68.4
75.0
78.7
81.6
83.8
86.0
87.5
89.0
89.7
90.4
91.2
91.9
92.6
130
136
2.9
4.4
95.6
100.0
(100.0)
(100.0)
(100.0)
2
4
6
200.0
117
47
62
8
136
53
65
18
16.2
12.8
4.8
125.0
100.0
39.0
47.8
13.2
NA = Not Applicable
Source: Dataquest (June 1990)
36
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
T a b l e 26
1989 E u r o p e a n Total Discrete M a r k e t S h a r e
(Millions of U . S . D o l l a r s )
1988 1989
Rank Rank
1
2
3
4
5
8
7
9
10
NA
11
19
14
NA
13
15
NA
20
24
18
16
27
22
25
21
23
28
26
30
6
31
29
NA
32
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
Change
in Rank
0
0
0
0
0
2
0
1
1
0
7
1
(2)
(1)
2
5
(2)
(5)
5
(1)
1
(4)
(3)
1
(2)
1
(24)
0
(3)
(2)
Ranked Companies
Philips
Motorola
SGS-Thomson
Siemens
ITT
International Rectifier
Telefiinken Electronic
Semikron
Toshiba
ABB-DCYS
Powerex
General Instrument
Siliconix
Harris
Texas Instruments
Fagor Electrotecnica
Fujitsu
Matsushita (Panasonic)
Mitsubishi
Marconi Electronic Devices
TAG
Hewlett-Packard
Rohm Electronics
NEC
Unitrode
Hitachi
Sprague
National Semiconductor
Sanyo
ABB-HAFO
Samsung
STC Components
TMS
Raytheon
Rankings
1988-89
1988 1989
Annual
Sales Sales
Growth
($M) ($M) (Percent)
313
196
167
135
103
66
66
56
52
294
193
177
162
105
70
66
55
46
40
33
28
33
18
25
23
24
23
25
22
21
22
21
13
20
6
17
18
17
18
17
4
14
10
14
5
11
10
9
9
7
2
5
5
4
1
3
69
3
1
2
1
2
1
1
(6.1)
(1.5)
6.0
20.0
1.9
6.1
0.0
(1.8)
(11.5)
17.9
83.3
8.7
(8.0)
4.8
61.5
233.3
(5.6)
(5.6)
325.0
40.0
180.0
10.0
0.0
250.0
0.0
300.0
(95.7)
200.0
100.0
0.0
1989
1989
Cum.
Market
Sum
Share
($M) (Percent)
294
487
664
826
931
1.001
1,067
1,122
1,168
1,208
1,241
1,274
1,299
1,323
1,346
1,368
1,390
1,411
1,431
1,448
1,465
1,482
1,496
1,510
1,521
1,530
1,537
1,542
1,546
1,549
1,552
1,554
1,556
1.557
1989
Cum.
Sum
(Percent)
18.4
12.1
11.1
10.2
6.6
4.4
4.1
3.5
2.9
2.5
2.1
2.1
1.6
1.5
1.4
1.4
1.4
1.3
1.3
1.1
1.1
1.1
0.9
0.9
0.7
0.6
0.4
0.3
0.3
0.2
0.2
0.1
0.1
0.1
18.4
30.6
41.7
51.8
58.4
62.8
66.9
70.4
73.3
75.8
77.9
79.9
81.5
83.0
84.4
85.8
87.2
88.5
89.8
90.8
91.9
93.0
93.9
94.7
95.4
96.0
96.4
96.7
97.0
97.2
97.4
97.5
97.6
97.7
(Continued)
ESIS Volume 3
0006080
©1990 Dataquest Europe Limited June
37
Final 1989 European Semiconductor Market Share Estimates
Table 26
1989 European Total Discrete Market Share Rankings
(Millions of U.S. Dollars) (Continued)
1988 1989
Rank Rank
NA
12
17
33
Change
in Rank
35
NA
NA
NA
Ranked Companies
1988-89
Annual
1988 1989
Growth
Sales Sales
($M) ($M) (Percent)
Sony
GE Solid State
Plessey Semiconductors
AT&T
27
18
1
European Others
North American Others
Japanese Others
Rest of World Others
6
11
7
4
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of World
1
1989
1989
1989
Cum.
Cum.
Market
Sum
Sum
Share
($M) (Percent) (Percent)
1,558
0.1
97.7
1,564
1,575
1,592
1,594
0.4
0.7
1.1
0.1
98.
98.8
99.9
100.0
(100.0)
(100.0)
(100.0)
6
11
17
2
0.0
0.0
142.9
(50.0)
1,516 1,594
888
863
520
558
103
168
5
5
5.1
(2.8)
7.3
63.1
0.0
100.0
54.1
35.0
10.5
0.3
NA =: Not Applicable
Source: Dauquest (June 1990)
38
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 27
1989 European TVansistor M a r k e t Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
1
2
3
4
5
6
8
7
9
NA
13
11
NA
12
19
14
17
16
NA
23
20
24
18
21
26
22
25
NA
NA
10
15
27
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
NA
NA
NA
0
0
0
0
0
0
1
(1)
0
2
(1)
(2)
4
(2)
0
(2)
3
(1)
2
(5)
(3)
1
(4)
(2)
Ranked Companies
Philips
Motorola
SGS-Thomson
Siemens
Toshiba
rrr
Siliconix
Texas Instruments
International Rectifier
Fujitsu
Powerex
Telefunken Electronic
Harris
Matsushita (Panasonic)
NEC
Rohm Electronics
Mitsubishi
Marconi Electronic Devices
ABB-KYS
Sanyo
National Semiconductor
Samsung
Hewlett-Packard
Sprague
Hitachi
Semikron
Raytheon
TMS
Sony
GE Solid State
Plessey Semiconductors
ABB-HAFO
European Others
North American Others
Japanese Others
Rest of World Others
Total
Total
Total
Total
Total
All Companies
European
North American
Japanese
Rest of World
1988-89
1988 1989
Annual
Sales Sales Growth
($M) ($M) (Percent)
185
124
85
66
36
32
23
25
20
8
16
12
3
7
4
5
1
3
1
4
2
1
1
1
180
127
90
77
34
32
25
23
23
22
18
17
17
14
11
10
10
5
5
4
3
3
2
2
20
7
1
(2.7)
2.4
5.9
16.7
(5.6)
0.0
8.7
(8.0)
15.0
125.0
6.3
16.7
266.7
42.9
150.0
0.0
300.0
0.0
200.0
(50.0)
0.0
0.0
0.0
0.0
1989
1989
1989
Cum.
Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
180
307
397
474
508
540
565
588
611
633
651
668
685
699
710
720
730
735
740
744
747
750
752
754
755
756
757
758
759
23.0
16.2
11.5
9.8
4.3
4.1
3.2
2.9
2.9
2.8
2.3
2.2
2.2
1.8
1.4
1.3
1.3
0.6
0.6
0.5
0.4
0.4
0.3
0.3
0.1
0.1
0.1
0.1
0.1
23.0
39.3
50.8
60.6
65.0
69.1
72.3
75.2
78.1
80.9
83.2
85.4
87.6
89.4
90.8
92.1
93.4
94.0
94.6
95.1
95.5
95.9
96.2
96.4
96.5
96.7
96.8
96.9
97.1
761
770
780
782
0.3
1.2
1.3
0.3
97.3
98.5
99.7
100.0
(100.0)
(100.0)
(100.0)
2
7
3
4
2
9
10
2
0.0
28.6
233.3
(50.0)
709
368
269
67
5
782
378
282
117
5
10.3
2.7
4.8
74.6
0.0
100.0
48.3
36.1
15.0
0,6
NA = Not Applicable
Soiuce: Oataquest (June 1990)
ESIS Volume
0006080
©1990 Dataquest Europe Limited June
39
Final 1989 European Semiconductor Market Share Estimates
Table 28
1989 European Diode Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
[lank Rank
1
2
3
4
5
10
6
7
9
8
NA
NA
13
21
15
17
14
16
18
19
20
NA
11
12
23
22
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
NA
NA
NA
NA
0
0
0
0
0
4
(1)
(1)
0
(2)
0
7
0
1
(3)
(2)
(1)
(1)
(1)
Ranked Companies
Philips
Motorola
SGS-Thomson
ITT
Siemens
General Instrument
Telefunken Electronic
International Rectifier
Fagor Electrotecnica
Semikron
Hewlett-Packard
ABB-EXYS
Unitrode
Matsushita (Panasonic)
Marconi Electronic Devices
Rohm Electronics
Powerex
Toshiba
National Semiconductor
STC Components
NEC
TMS
ABB-HAFO
Plessey Semiconductors
AT&T
GE Solid State
European Others
North American Others
Japanese Others
Tcrtal
Total
Total
Total
All Companies
European
North American
Japanese
1988-89
Annual
1988 1989
Sales Sates Growth
($M) ($M) (Percent)
111
59
50
47
35
18
26
23
21
21
8
1
4
3
5
3
2
1
1
1
14
11
1
1
95
55
54
47
40
33
26
22
22
21
15
11
9
7
4
4
3
3
2
2
1
(14.4)
(6.8)
8.0
0.0
14.3
83.3
0.0
(4.3)
4.8
0.0
12.5
600.0
0.0
33.3
(40.0)
0.0
0.0
100.0
0.0
477
(100.0)
(100.0)
(100.0)
(100.0)
2
4
1
2
2
6
0.0
(50.0)
500.0
473
296
168
9
487
278
188
21
3.0
(6.1)
11.9
133.3
1989
1989
1989
Cum.
Cum.
Market
Sum
Sum
Share
($M) (Percent) (Percent)
95
150
204
251
291
324
350
372
394
415
430
441
450
457
461
465
468
471
473
475
476
0.2
19.5
11.3
11.1
9.7
8.2
6.8
5.3
4.5
4.5
4.3
3.1
2.3
1.8
1.4
0.8
0.8
0.6
0.6
0.4
0.4
0.2
97.9
19.5
30.8
41.9
51.5
59.8
66.5
71.9
76.4
80.9
85.2
88.3
90.6
92.4
93.8
94.7
95.5
96.1
96.7
97.1
97.5
97.7
479
481
487
0.4
0.4
1.2
98.4
98.8
100.0
100.0
57.1
38.6
4.3
NA = Not Applicable
Souice: Dataquest (June 1990)
40
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 29
1989 European Thyristor Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
2
3
NA
4
5
6
8
7
9
10
11
12
13
14
NA
1
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
NA
1
1
0
0
0
1
(1)
0
0
0
0
0
0
Ranked Companies
SGS-Thomson
Siemens
ABB-IXYS
TAG
Telefunken Electronic
Semikron
International Rectifier
Powerex
Philips
Marconi Electronic Devices
Motorola
Hitachi
Mitsubishi
Unitrode
NEC
ABB-HAFO
European Others
Total
Total
Total
Total
All Companies
European
North American
Japanese
1988-89
1988 1989
Annual
Growth
Sales Sales
($M) ($M) (Percent)
32
19
18
17
17
13
15
9
9
8
3
2
1
33
23
23
17
16
16
13
12
9
8
6
3
3
1
1
46
3.1
21.1
(5.6)
(5.9)
(5.9)
0.0
(20.0)
0.0
(11.1)
(25.0)
0.0
50.0
0.0
1989
1989
1989
Cum.
Cum.
Market
Sum
Sum
Share
($M) (Percent) (Percent)
33
56
79
96
112
128
141
153
162
170
176
179
182
183
184
17.8
12.4
12.4
9.2
8.6
8.6
7.0
6.5
4.9
4.3
3.2
1.6
1.6
0.5
0.5
17.8
30.3
42.7
51.9
60.5
69.2
76.2
82.7
87.6
91.9
95.1
96.8
98.4
98.9
99.5
185
0.5
100.0
(100.0)
1
1
0.0
210
168
37
5
185
146
32
7
(11.9)
(13.1)
(13.5)
40.0
100.0
78.9
17.3
3.8
NA = Not Applicable
Source: Dataquest (June 1990)
ESIS Volume
0006080
©1990 Dataquest Europe Limited June
41
Final 1989 European Semiconductor Market Share Estimates
Table 30
1989 European Other Discrete Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
1
3
2
5
6
4
8
NA
NA
10
11
NA
7
12
13
NA
9
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
NA
0
1
(1)
1
1
(2)
1
0
0
(6)
(2)
(2)
Ranked Companies
ITT
Siemens
Semikron
International Rectifier
Philips
Toshiba
Telefunken Electronic
Harris
Mitsubishi
Motorola
Hitachi
Sprague
ABB-HAFO
Unitrode
NEC
ABB-EXYS
GE Solid State
European Others
Japanese Others
Total
Total
Total
Total
All Companies
European
North American
Japanese
1988-89
1988 1989
Annual
Sales Sales
Growth
($M) ($M) (Percent)
24
15
17
10
8
13
7
5
5
8
1
1
26
22
17
12
10
9
7
7
7
5
5
5
3
1
1
1
8.3
46.7
0.0
20.0
25.0
(30.8)
0.0
0.0
0.0
(62.5)
0.0
0.0
1989
1989
1989
Cum.
Market
Cum.
Sum
Share
Sum
($M) (Percent) (Percent)
26
48
65
77
87
96
103
110
117
122
127
132
135
136
137
138
18.6
15.7
12.1
8.6
7.1
6.4
5.0
5.0
5.0
3.6
3.6
3.6
2.1
0.7
0.7
0.7
18.6
34.3
46.4
55.0
62.1
68.6
73.6
78.6
83.6
87.1
90.7
94.3
96.4
97.1
97.9
98.6
139
140
0.7
0.7
99.3
100.0
(100.0)
6
1
3
1
1
0.0
(66.7)
124
56
46
22
140
61
56
23
12.9
8.9
21.7
4.5
100.0
43.6
40.0
16.4
NA = Not Applicable
Source: Dataquest (June 1990)
42
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
Final 1989 European Semiconductor Market Share Estimates
Table 31
1989 European Optoelectronic Market Share Rankings
(Millions of U.S. Dollars)
1988 1989
Rank Rank
Change
in Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
NA
NA
NA
NA
NA
2
0
(2)
0
2
(1)
3
3
2
1
4
7
5
10
NA
NA
11
18
12
16
NA
NA
13
15
6
9
8
14
17
1
7
0
3
(3)
(2)
Ranked Companies
1988-89
Annual
1988 1989
Sales Sales Growth
($M) ($M) (Percent)
49
61
65
22
17
20
6
European Others
North American Others
8
4
8
43
0.0
975.0
306
182
94
30
367
176
149
42
19.9
(3.3)
58.5
40.0
Total
Total
Total
Total
All Companies
European
North American
Japanese
5
1
4
1
4
2
2
20
8
8
2
1
79
68
67
21
19
15
6
6
6
5
5
4
4
61.2
11.5
3.1
(4.5)
11.8
(25.0)
0.0
Hewlett-Packard
Siemens
Telefunken Electronic
Philips
Toshiba
Texas Instruments
ABB-HAFO
Fujitsu
TMS
Motorola
NEC
Hitachi
Sharp
Harris
AT&T
Sanyo
Matsushita (Panasonic)
Plessey Semiconductors
GE Solid State
TRW
Mitsubishi
Oki Electric
3
2
2
0.0
400.0
0.0
300.0
309
0.0
0.0
(100.0)
(100.0)
(100.0)
(100.0)
(100.0)
1989
1989
1989
Cum.
Cum.
Market
Share
Sum
Sum
($M) (Percent) (Percent)
79
147
214
235
254
269
275
281
287
292
297
301
305
1.1
312
314
316
21.5
18.5
18.3
5.7
5.2
4.1
1.6
1.6
1.6
1.4
1.4
1.1
1.1
84.2
0.8
0.5
0.5
21.5
40.1
58.3
64.0
69.2
73.3
74.9
76.6
78.2
79.6
80.9
82.0
83.1
324
367
2.2
11.7
88.3
100.0
85.0
85.6
86.1
100.0
48.0
40.6
11.4
NA = Not .Aj^licable
Source: Dataquest (Jum! 1990)
ESIS Volume 3
0006080
©1990 Dataquest Europe Limited June
43
Final 1989 European Semiconductor Market Share Estimates
FOOTNOTES TO THE TABLES
European Companies
ABB-HAFO
ABB-HAFO was formerly known as Asea Brown Boveri.
ABB-DCYS
ABB-IXYS was formerly the West German-based power semiconductor division of
Asea Brown Boveri.
Inmos
hmios revenue is included in SGS-Thomson revenue from 1989 onward.
Matra MHS
Matra MHS was formerly known as Matra-Harris Semiconducteurs.
SGS-Thomson
SGS-Thomson revenue includes Inmos revenue from 1989 onward.
TMS
Thomson Composants Militaires et Spatiaux (TMS) revenue was formerly included
in SGS-Thomson (30 percent) and the European Others category (70 percent).
North American Companies
AT&T
AT&T revenue was formerly included in the North American Others category.
Cypress
Cypress revenue was formerly included in the North American Others category.
Harris
Harris revenue includes GE Solid State revenue from 1989 onward.
Micron Technology
Micron Technology revenue was formerly included in the North American Others
category.
Mitel Semiconductor
Mitel Semiconductor revenue was formerly included in the North American Others
category.
Raytheon
Raytheon revenue was formerly included in the North American Others category.
Rockwell
Rockwell revenue was formerly included in the North American Others category.
Sprague
Sprague revenue was formerly included in the North American Others category.
Unitrode
Unitrode revenue was formerly included in the North American Others category.
Japanese Companies
NMB
Nippon Miniature Bearings (NMB) revenue was formerly included in the Japanese
Others category.
Rohm Electronics
Rohm Electronics revenue was formerly included in the Japanese Others category.
Sanyo
Sanyo revenue was formerly included in the Japanese Others category.
Sharp
Sharp revenue was formerly included in the Japanese Others category.
Sony
Sony revenue was formerly included in the Japanese Others category.
44
©1990 Dataquest Europe Limited June
ESIS Volume 3
0006080
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V
Ciataqyest
huropean Semiconductor Market
Share Estimates
Preliminary 1988
Preliminary 1988 European Semiconductor Market Share Estimates
European Components Group
INTRODUCTION
This booklet contains preliminary estimates of semiconductor market shares in the
European market for the 1988 calendar year. For reference purposes, corresponding
finalized 1987 estimates are also given.
European semiconductor market shares for 1988 will be finalized by June 1989.
A table of contents is given overleaf.
ESIS
© 1989 Dataquest Incorporated April
TABLE OF CONTENTS
PAGE
Figure 1. Worldwide Semiconductor Market Shares by Vendor
Base
Figure 2. European Semiconductor Market Shares by Vendor
Base
Table 1. Worldwide Total Semiconductor Rankings
Table 2. European Total Semiconductor Rankings
Table 3. European Total Integrated Circuit Rankings
Table 4. European Total Bipolar Digital IC Rankings
Table 5. European Bipolar TTL IC Rankings
Table 6. European Bipolar ECL IC Rankings
Table 7. European Bipolar Memory IC Rankings
Table 8. European Bipolar Logic IC Rankings
Table 9. European MOS Digital IC Rankings
Table 10. European NMOS Digital IC Rankings
Table 11. European CMOS Digital IC Rankings
Table 12. European BiCMOS Digital IC Rankings
Table 13. European Other MOS Digital IC Rankings
Table 14. European MOS Memory IC Rankings
Table 15. European MOS Microcomponent IC Rankings
Table 16. European MOS Logic IC Rankings
Table 17. European Analog (Linear) IC Rankings
Table 18. European Total Discrete Rankings
Table 19. European Total Transistor Rankings
Table 20. European Total Diode Rankings
Table 21. European Thyristor Rankings
Table 22. European Other Discrete Rankings
Table 23. European Total Optoelectronic Rankings
Table 24. Footnotes to the Tables
NOTES TO THE TABLES
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
The semiconductor market share rankings have been presented
to show maximum analysis for each product category.
shows market share ranking position in 1987
shows market share ranking position in 1988
shows ranked company's name
shows market share in 1987
shows market share in 1988
shows
shows market share growth 1987 to 1988
shows cumulative market share in 1988
shows percent market share of TAM in 1988
cumulative percent market share of TAM in 1988
Each of these tables also contains a summary showing the sum of all
revenues split by vendor regional base. This gives a final estimate
for the TAM in each featured product category. Some 1987 totals do not
add because they include companies which no longer feature in the 1988
ranking.
Column
Column
Column
Column
Column
Column
Column
Column
Column
1
2
3
4
5
6
7
8
9
TAM = Total Available Market
2
© 1989 Dataquest Incorporated April
ESIS
Figure 1
Worldwide Seimconductor Market Shares by Vendor Base
Percent of Total Meirket
80
- A - . . U , S , Vendors.
.European Vendors
Japanese Vendors
0©1978
-e-
-Q—
1980
-©-
-©-
-©=
=&
1982
RestofWorld
=@=
rB=
1984
:S:
•
^
1988
1986
Source: Dataquest
April 1989
Figure 2
European Semiconductor Market Shares by Vendor Base
Percent of Total Market
70
60
European Vandws
U.S. Vendors
Japan^e^Bndors
Rest of Vtforld
30 -
20 -
1978
1980
19S2
1986
t9e4
1988
Source: Dataquest
April 1989
ESIS
1989 Dataquest Incorporated April
Table 1
Preliminary 1988 Worldwide Semiconductor Market Share Rankings
Semiconductor Category: Total Semiconductor
(Millions of U.S. Dollars)
1987
Rank
1988
Rank
7
13
16
27
32
53
50
58
68
76
69
80
81
86
93
102
10
13
20
31
32
47
55
61
67
70
71
79
81
90
98
100
103
106
107
Ranked
Companies
Philips*
SGS-THOMSON*
Siemens
Telefunken
Plessey Electronic
Inmos
ASEA Brown Boveri
Semi kron
Matra Harris
Ericsson
MEDL
Austria Mikro Systeme
Mietec
Eurosil
TAG
STC
1987
$1,602 $1,764
859 1,085
657
273
222
91
103
79
48
41
47
32
32
25
21
12
Fagor
ES2
1988
7
784
302
284
137
113
91
71
52
51
43
42
29
23
22
20
14
Annual
Growth
%
10.1
26.3
19.3
10.6
27.9
50.5
9.7
15.2
47.9
26.8
8.5
34.4
31.3
16.0
9.5
83.3
100.0
*This table to be read in conjunction with Footnotes page
© 1989 Dataquest Incorporated April
ESIS
Table 2
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Total Semiconductor
(Millions of U.S. Dollars)
1988
1987
Rank
1988 Ranked
Rank Companies
1987
1988
1
2
3
4
5
7
6
8
12
10
.13
9
11
14
15
29
16
17
18
20
19
25
22
21
37
28
35
33
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
NA
$930
$1,002
7.7
537
492
478
475
283
650
636
616
571
485
390
370
349
279
246
246
230
198
141
134
131
100
96
86
66
64
58
56
53
52
50
46
43
43
43
42
41
41
39
36
21.0
29.3
30
32
27
26
34
24
36
44
38
23
39
43
40
41
42
Philips*
SGS-THOMSON*
Texas Instruments
Motorola
Siemens*
Intel
National Semiconduc;tor
NEC
Toshiba
AMD*
Hitachi
ITT*
Telefunken*
Plessey*
GE Solid State*
Samsung*
Fujitsu
ASEA Brown Boveri*
Analog
Mitsubishi
International Recti fier
LSI Logic*
Oki
Semikron
Hewlett-Packard
Matra-Harris
Inmos
Matsushita
Austria Mikro Systeme*
Burr Brown
Ericsson*
Mietec*
MEDL
Siliconix
IDT*
VLSI Technology*
Precision Monolithic*
Harris
Powerex*
STC*
Fagor*
Seiko Epson*
Zilog
General Instrument
AG
Western Digital*
ES2*
Eurosil*
Sony*
Goldstar*
TRW
European Others
U.S. Dthers
(
Japan(Bse Others
Rest (of World Others
Total
Total
Total
Total
Total
ESIS
All Companies
Europe
U.S.
Japanese
Rest of World
345
249
188
235
157
243
209
151
122
35
110
91
77
53
53
40
41
49
17
35
20
26
32
34
32
37
38
22
Annual
Growth
%
8.9
20.2
71.4
13.0
48.6
85.6
18.7
56.7
1.2
10.0
31.1
15.6
282.9
19.1
9.9
24.7
62.3
24.5
60.0
41.5
14.3
211.8
48.6
150.0
76.9
34.4
26.5
31.3
10.8
7.9
63.6
30
40
19
5
19
17
40
16
6
n
11
11
28
22
21
20
11.8
19
18 (55.0)
12.5
18
17
13 116.7
18.2
13
9
4 (63.6)
0 (100.0)
$44
174
21
4
$52
335
102
22
$6,355
2,714
2,746
$8,491
3,215
3.700
1,416
845
50
(30.0)
15.8
320.0
160
18.2
2.5
385.7
450.0
33.6
18.5
34.7
67.6
220.0
Cum
Sum
1988
1988
Market Cum
Sum
Share
%
%
$1,002
1,652
2,288
2,904
3,475
3,960
4,350
4,720
5,069
5,348
5.594
5,840
6.070
6,268
6,409
6,543
6,674
6,774
6,870
6,956
7.022
7.086
7.144
7,200
7.253
7,305
7.355
7.401
7.444
7.487
7,530
7,572
7,613
7,654
7,693
7,729
1,759
7,787
7,809
7,830
7,850
7,869
7,888
7,906
7.924
7.941
7.954
7,967
7.976
7.980
7.980
11.8
$8,032
8.367
8,469
8,491
0.6
4.0
1.2
0.3
7.7
7.5
7.3
6.7
5.7
4.6
4.4
4.1
3.3
2.9
2.9
2.7
2.3
1.7
1.6
1.5
1.2
1.1
1.0
0.8
0.8
0.7
0.7
0.6
0.6
0.6
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.4
0.4
0.3
0.3
0.3
0.2
0.2
0.2
0.2
0.2
0.2
0.2
0.2
0.1
0.1
0.0
100.0
37.9
43.6
16.7
1.9
*This table to be read in conjunction with Footnotes page
© 1989 Dataquest Incorporated April
11.8
19.5
27.0
34.2
40.9
46.6
51.2
55.6
59.7
63.0
65.9
68.8
71.5
73.8
5.5
77.1
78.6
79.8
80.9
81.9
82.7
83.5
84.1
84.8
85.4
86.0
86.6
87.2
87.7
88.2
88.7
89.2
89.7
90.1
90.6
91.0
91.4
91.7
92.0
92.2
92.4
92.7
92.9
93.1
93.3
93.5
93.7
93.8
93.9
94.0
94.0
94.6
98.5
99.7
100.0
Table 3
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Total Integrated Circuit
(Millions of U.S. Dollars)
1988
1987
Rank
1
2
6
3
5
4
7
8
n9
10
13
12
23
14
15
17
16
18
21
19
22
31
24
26
25
29
36
20
28
30
38
32
27
37
34
35
1988
Rank
Ranked
Companies
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
Philips*
$618
Texas Instruments
449
Intel
283
SGS-THOMSON*
397
Motorola
302
National Semiconductor* 335
Siemens*
244
1987
1988
1988
Market
Share
Cum
Sum
%
10.4
11
9.0
7.3
7.3
6.3
5.8
5.7
5.5
4.2
4.2
3.5
2.4
2.2
2.0
2.0
1.6
1.5
1.3
1.2
1.0
0.9
0.8
0.8
0.7
0.7
0.6
0.6
0.6
0.6
0.5
0.5
0.4
0.4
0.4
0.3
0.3
0.3
0.3
0.3
0.2
0.2
0.1
0.1
10.4
19.4
26.7
34.0
40.3
46.2
51.8
57.3
61.6
65.8
69.3
71.8
73.9
75.9
77.9
79.5
81.0
82.2
83.4
84.4
85.2
86.0
86.8
87.4
88.1
88.7
89.4
89.9
90.5
91.0
91.4
91.8
92.2
92.6
92.9
93.2
93.4
93.7
94.0
94.2
94.4
94.5
94.6
$23
134
12
4
$28
262
46
22
21.7
95.5
283.3
450.0
$6,274
6,536
6,582
6,604
0.4
4.0
0.7
0.3
95.0
99.0
99.7
100.0
$4,693 $6,604
1,697 2,137
2,196 3.061
750 1.248
40.7
25.9
39.4
66.4
216.0
Oki
Matra-Harris
Inmos
Austria Mikro Systeme*
Burr Brown*
Mietec*
Ericsson*
IDT*
VLSI Technology*
Matsushita
Precision Monolithic*
Harris
ASEA Brown Boveri*
MEDL
STC*
Seiko Epson*
Zilog
Siliconix
Western Digital*
ES2*
Eurosil*
Sony*
Goldstar*
All Companies
Europe
U.S.
Japanese
Rest of World
Cum
Sum
$685
1,281
1,766
2,249
2,664
3.049
3.424
3,788
4,068
4,347
4,580
4,740
8.3 4,883
5,015
277.1
5,146
19.1
5,252
15.2
24.7
5,348
7.7 5,432
5,510
62.5
5,574
60.0
5.631
39.0
5.683
48.6
5.733
150.0
34.4
5,776
5,819
5,861
31.3
5,902
28.1
5,941
5.977
63.6
6.008
287.5
6.038
(30.0) 6.066
8.7 6.091
9.5 6.114
6.134
300.0
6,153
6,172
11.8
(28.0) 6,190
6,207
6,220
116.7
6,233
18.2
6,242
(63.6) 6,246
Toshiba
AMD*
Hitachi
Plessey*
ITT*
Samsung*
Fujitsu
GE Solid State*
Analog
Telefunken*
Mitsubishi
LSI Logic*
Total
Total
Total
Total
Total
Annual
Growth
%
596
485
483
415
385
375
364
280
279
233
160
143
132
131
106
96
84
78
64
57
52
50
43
43
42
41
39
36
31
30
28
25
23
20
19
19
18
17
13
13
9
4
NEC
European Others
U.S. Others
Japanese Others
Rest of World Others
1988
243
142
235
146
120
132
35
110
92
77
78
48
40
41
35
20
32
32
32
22
8
40
23
21
5
17
25
6
11
50
$685
158
10.8
32.7
71.4
21.7
37.4
14.9
53.7
49.8
97.2
18.7
59.6
33.3
100.0
32.4
46.4
18.9
2.4
^This table to be read in conjunction with Footnotes page
© 1989 Dataquest Incorporated April
ESIS
Table 4
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Total Bipolar Digital IC
(Millions of U.S. Dollars)
1988
1987
Rank
1
2
3
4
7
6
5
9
8
10
11
13
14
12
17
1988
Rank
Ranked
Companies
1
2
3
4
5
6
7
8
9
Texas Instruments
AMD*
Philips*
National Semiconductor*
Plessey*
Motorola
Siemens*
Telefunken*
Fujitsu
10 . SGS-THOMSON*
11 Intel
12 STC*
13 Hitachi
14
15
16
17
18
NEC
Ericsson*
Goldstar*
Matsushita
Toshiba
European Others
U.S. Others
Total
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
Rest of World
1987
$161
109
97
94
41
53
61
15
26
14
8
5
5
5
2
1988
Annual
Growth
%
Cum
Sum
$204
26.7
$204
119
119
110
60
55
28
17
13
11
10
7
6
6
5
3
3
3
9.2
323
442
552
612
667
695
712
725
736
746
753
759
765
770
773
776
779
22.7
17.0
46.3
3.8
(54.1)
13.3
(50.0)
(21.4)
25.0
20.0
20.0
0.0
50.0
$7
14
$8
28
14.3
100.0
$725
$815
12.4
243
439
43
255
526
4.9
9.8
31
3
(27.9)
$787
815
1988
Market
Share
%
25.0
14.6
14.6
13.5
7.4
6.8
3.4
2.1
1.6
1.4
1.2
0.9
0.7
0.7
0.6
0.4
0.4
0.4
© 1989 Dataquest Incorporated April
Cum
Sum
%
25.0
39.6
54.2
67.7
75.1
81.8
85.3
87.4
89.0
90.3
91.6
92.4
93.2
93.9
94.5
94.9
95.2
95.6
1.0 96.6
3.4 100.0
100.0
31.3
64.5
3.8
0.4
*This table to be read in conjunction with Footnotes page
ESIS
1988
Table 5
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Bipolar TTL IC
(Millions of U.S. Dollars)
1987
Rank
1988
Rank
1
2
3
4
1
2
3
4
5
6
7
9
10
11
12
13
14
15
16
. 5
6
7
13
8
12
n
14
9
17
Ranked
Companies
1987
$
Texas Instruments
161
Philips*
91
AMD*
90
National Semiconducto r* 75
Motorola
41
Telefunken*
15
SGS-THOMSON*
14
Plessey*
5
Fujitsu
12
Hitachi
5
Ericsson*
5
NEC
Siemens*
Goldstar*
Matsushita
European Others
U.S. Others
Total
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
Rest of World
1988
$
2
204
107
95
95
38
17
11
7
6
6
5
5
4
3
3
5
14
5
28
564
147
389
28
649
156
470
4
9
20
3
Annual
Growth
%
Cum
26.7
17.6
204
311
406
501
539
556
567
584
590
596
601
606
610
613
616
5.6
26.7
(7.3)
13.3
(21.4)
40.0
(50.0)
20.0
0.0
25.0
(55.6)
50.0
0.0
100.0
15.1
6.1
20.8
(28.6)
Sum
$
621
649
Market
Share
%
Cum
31.4
16.5
14.6
14.6
31.4
47.9
62.6
77.2
83.1
85.7
88.9
90.0
90.9
91.8
92.6
93.4
94.0
94.5
94.9
5.9
2.6
1.1
0.9
0.9
0.8
0.8
0.6
0.5
0.5
Sum
%
0.8 95.7
4.3 100.0
100.0
24.0
72.4
3.1
0.5
*This table to be read in conjunction with Footnotes page
© 1989 Dataquest Incorporated April
ESIS
Table 6
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Bipolar ECL IC
(Millions of U.S. Dollars)
1988
1987
Rank
2
3
1
6
4
7
5
8
1988
Rank
1
2
3
4
5
6
7
8
9
10
Ranked
Companies
1987
1988 Annual
Growth
%
$36 $53
Plessey*
AMD*
19 24
Siemens*
52 24
Motorola
12 17
National Semiconductoir* 19
15
Philips*
6 12
Fujitsu
7
14
STC*
7
Toshiba
3
NEC
European Others
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
Cum
Sum
1
1
0.0
$53
77
101
118
133
145
152
159
162
163
$2
$3
50.0
$166
$161 $166
3.1
3.1
96
50
15
99
56
11
47.2
26.3
(53.8)
41.7
(21.1)
100.0
(50.0)
12.0
(26.7)
1988
Market
Share
%
1988
Cum
Sum
%
31.9
14.5
14.5
10.2
9.0
7,2
4.2
4.2
1.8
0.6
31.9
46.4
60.9
71.1
80.1
87.4
91.6
95.8
97.6
98.2
1.8
100.0
100.0
59.6
33.7
6.6
*This table to be read in conjunction with Footnotes page
ESIS
© 1989 Dataquest Incorporated April
$
Table 7
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Bipolar Memory IC
(Millions of U.S. Dollars)
1988
Market
Share
%
1988
$30
45
57
67
75
78
80
81
82
32.6
16.3
13.0
10.9
8.7
3.3
2.2
1.1
1.1
32.6
48.9
62.0
72.8
81.5
84.8
87.0
88.0
89.1
$83
92
1.1
9.8
90.2
100.0
1988
1987
Rank
1
2
3
4
5
7
9
10
8
1988
Rank
1
2
3
4
5
6
7
8
9
Ranked
Companies
AMD*
Philips*
Texas Instruments
National Semiconductor*
Fujitsu
NEC
Hitachi
Motorola
Siemens*
European Others
U.S. Others
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
1987
1988
Annual
Growth
%
Cum
Sum
15.4
$26
14
10
9
8
3
2
1
3
$30
15
12
10
8
3
2
1
1
(66.7)
$1
5
$1
9
80.0
$85
21
51
13
$92
17
62
13
(19.0)
21.6
7.1
20.0
11.1
0.0
0.0
0.0
0.0
0.0
8.2
0.0
Cum
Sum
%
100.0
18.5
67.4
14.1
^This table to be read in conjunction with Footnotes page
10
© 1989 Dataquest Incorporated April
ESIS
Table 8
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Bipolar Logic IC
(Millions of U.S. Dollars)
1988
1987 1988
Rank Rank
Ranked
Companies
1987
1
4
2
3
7
6
5
9
10
Texas Instruments
Philips*
National Semiconductor*
AMD*
Plessey*
Motorola
Siemens*
Telefunken*
SGS-THOMSON*
Intel
STC*
Ericsson*
Fujitsu
Hitachi
Goldstar*
Matsushita
$151
$192
83
85
83
41
52
58
15
14
8
104
100
89
60
54
27
17
11
10
7
5
5
4
3
3
3
3
n
12
8
13
15
16
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
NEC
5
18
3
2
2
Toshiba
European Others
U.S. Others
Total
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
Rest of World
1988
Annual
Growth
%
Cum
Sum
27.2
25.3
17.6
$192
7.2
46.3
3.8
(53.4)
13.3
(21.4)
25.0
0.0
(72.2)
33.3
50.0
50.0
$6
9
$7
19
16.7
ni.i
$640
$723
13.0
222
388
30
238
464
7.2
18
3
19.6
(40.0)
296
396
485
545
599
626
643
654
664
671
676
681
685
688
691
694
697
$704
723
1988
Market
Share
%
1988
26.6
14.4
13.8
12.3
26.6
40.9
54.8
67.1
75.4
82.9
86.6
88.9
90.5
91.8
92.8
93.5
94.2
94.7
95.1
95.5
96.0
96.4
8.3
7.5
3.7
2.4
1.5
1.4
1.0
0.7
0.7
0.6
0.4
0.4
0.4
0.4
Cum
Sum
%
1.0 97.3
2.6 100.0
100.0
32.9
64.2
2.5
0.4
"This table to be read in conjunction with Footnotes page
ESIS
© 1989 Dataquest Incorporated April
11
Table 9
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Total MOS Digital IC
(Millions of U.S. Dollars)
1988
Market
Share
%
1988
$475
10.9
830
1,117
1,393
1,655
1,915
2,170
2,415
2,636
2,782
2,912
3,037
3.155
3,257
3.335
3.408
3.472
3.529
3,581
3,632
3,682
3,724
3,763
3,802
3,838
3,863
3.886
3,908
3.927
3.945
3.962
3.977
3.991
4.004
4.017
4.027
4,036
4.042
4.047
4,048
8.2
6.6
6.4
6.0
6.0
5.9
5.6
5.1
3.4
3.0
2.9
2.7
2.4
1.8
1.7
1.5
1.3
1.2
1.2
1.2
1.0
0.9
0.9
0.8
0.6
0.5
0.5
0.4
0.4
0.4
0.4
0.3
0.3
0.3
0.2
0.2
0.1
0.1
0.0
10.9
19.1
25.7
32.1
38.1
44.1
50.0
55.6
60.7
64.1
67.1
70.0
72.7
75.0
76.8
78.5
80.0
81.3
82.5
83.7
84.8
85.8
86.7
87.6
88.4
89.0
89.5
90.0
90.5
90.9
91.3
91.6
91.9
92.2
92.5
92.8
93.0
93.1
93.2
93.3
$4,066
4,273
4,319
4,341
0.4
4.8
1.1
0.5
93.7
98.4
99.5
100.0
1988
1987
Rank
1
3
5
2
4
8
6
n7
10
9
19
13
12
15
14
16
17
21
18
26
20
22
24
23
25
37
27
29
30
35
31
28
36
33
1988
Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
Ranked
Companies
1987
Intel
$275
NEC
Texas Instruments
Philips*
SGS-THOMSON*
Toshiba
Motorola
Siemens*
Hitachi
AMD*
National Semiconductor *
Samsung*
Fujitsu
ITT*
Mitsubishi
GE Solid State*
LSI Logic*
Oki
Matra-Harris
Plessey*
Inmos
Mietec*
Austria Mikro Systeme'
IDT*
VLSI Technology*
ASEA Brown Boveri*
MEDL
Matsushita
Zilog
Seiko Epson*
Western Digital*
Telefunken*
Ericsson*
ES2*
Eurosil*
Harris
STC*
Analog
Sony*
Goldstar*
European Others
U.S. Others
Japanese Others
Rest of World Others
Total
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
Rest of World
215
193
262
209
125
163
103
136
116
121
35
84
99
45
64
40
39
30
35
20
32
29
22
23
21
1
17
14
n6
11
14
5
11
$14
78
12
4
1988
$475
Annual
Growth
%
72.7
65.1
355
48.7
287
5.3
276
25.4
262
108.0
260
56.4
255
137.9
245
62.5
221
25.9
146
7.4
130
257.1
125
40.5
118
3.0
102
73.3
78
14.1
73
60.0
64
46.2
57
73.3
52
45.7
51
150.0
50
31.3
42
34.5
39
39
63.6
36
8.7
25
9.5
23
22 2.100.0
11.8
19
18
17
7.1
15
27.3
14
116.7
13
18.2
13
(28.6)
10
80.0
9
6
5
(90.9)
1
$18
207
46
22
28.6
165.4
283.3
450.0
$2,753 $4,341
825 1,147
1,221 1,866
657 1,180
57.7
39.0
52.8
79.6
196.0
50
148
Cum
Sum
Cum
Sum
%
100.0
26.4
43.0
27.2
3.4
*This table to be read in conjunction with Footnotes page
12
© 1989 Dataquest Incorporated April
ESIS
Table 10
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: NMOS Digital IC
(Millions of U.S. Dollars)
1987
Rank
1
3
7
5
6
2
4
10
13
8
19
12
11
9
14
15
16
17
20
21
22
1988
Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
Ranked
Companies
1987
Intel
Texas Instruments
Siemens*
SGS-THOMSON*
AMD*
NEC
Philips*
Motorola
Toshiba
Hitachi
Samsung*
Fujitsu
ITT*
National Semiconductor*
Mitsubishi
Oki
Telefunken*
Zilog
Plessey*
Austria Mikro Systeme'
Inmos
Mietec*
Matra Harris
STC*
European Others
U.S. Others
Total
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
Rest of World
1988
$229
$257
136
96
117
111
165
118
58
37
63
9
37
52
194
179
137
129
124
114
108
80
73
60
47
47
40
26
22
15
15
10
8
7
7
3
1
62
25
16
14
14
7
6
4
0.3
4.0
96.0
100.0
7.1
7.1
42.9
33.3
75.0
24.1
33.1
20.3
487
861
372
60
$1,709
1,780
451
630
767
896
4.0
$1,434 $•1,780
366
716
343
9
1.020
1.134
1,242
1,322
1,395
1,455
1,502
1,549
1,589
1,615
1,637
1,652
1,667
1,677
1,685
1,692
1,699
1,702
1,703
7.7
7.3
7.0
6.4
6.1
4.5
4.1
3.4
2.6
2.6
2.3
1.5
1.2
0.8
0.8
0.6
0.5
0.4
0.4
0.2
0.1
14.4
25.3
35.4
43.1
50.4
57.3
63.7
69.8
74.3
78.4
81.8
84.4
87.0
89.3
90.7
92.0
92.8
93.7
94.2
94.7
95.1
95.5
95.6
95.7
$257
37.5
50.0
65.1
Sum
%
%
12.2
42.6
86.5
17.1
16.2
(24.8)
(3.4)
86.2
116.2
15.9
566.7
27.0
(9.6)
(35.5)
$6
71
$4
43
Cum
Cum Market
Sum Share
Annual
Growth
%
14.4
10.9
10.1
8.5
100.0
27.4
48.4
20.9
566.7
3.4
*This table to be read in conjunction with Footnotes page
ESIS
© 1989 Dataquest Incorporated April
13
Table 11
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: CMOS Digital IC
(Millions of U.S. Dollars)
1988
1987
Rank
n
9
4
1
2
3
5
6
8
10
7
16
31
13
22
14
12
24
15
20
19
18
17
21
36
32
23
26
30
27
25
33
34
28
1988
Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
1987
Ranked
Companies
Intel
$ 46
NEC
Toshiba
Philips*
Motorola
SGS-THOMSON*
Hitachi
National Semiconductor*
Texas Instruments
Fujitsu
GE Solid State*
Samsung*
Siemens*
LSI Logic*
Mitsubishi
Matra-Harris
ITT*
Inmos
Plessey*
IDT*
VLSI Technology*
Oki
Austria Mikro Systeme*
ASEA Brown Boveri*
MEDL
Matsushita
Seiko Epson*
AMD*
Mietec*
Western Digital*
Ericsson*
ES2*
Eurosil*
Harris
Analog
STC*
Sony*
Zilog
Goldstar*
European Others
U.S. Others
Japanese Others
Rest of World Others
Total
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
Rest of World
50
88
144
104
92
70
59
52
46
58
26
6
40
20
30
45
16
27
22
23
23
23
21
1
5
18
11
6
11
14
5
3
11
1988
$218
Annual
Growth
%
373.9
326.0
213
104.5
180
12.5
162
41.3
147
35.9
125
41.4
99
50.8
89
67.3
87
54.3
71
13.8
66
150.0
65
983.3
65
57.5
63
160.0
52
63.3
49
6.7
48
168.8
43
48.1
40
39
63.6
36
52.2
35
34.8
31
8.7
25
9.5
23
22 2,100.0
18
240.0
17
(5.6)
17
17
27.3
14
116.7
13
18.2
13
(28.6)
10
6
20.0
6
5
33.3
4
(90.9)
1
$12
134
46
22
20.0
294.1
283.3
450.0
$11,284 $2,448
90.7
44.0
100.2
139.0
114.6
$10
34
12
4
443
490
310
41
638
981
741
88
1988
Cum Market
Sum Share
$218
431
611
773
920
1.045
1,144
1,233
1,320
1,391
1,457
1,522
1,587
1,650
1.702
1,751
1,799
1,842
1.882
1.921
1.957
1.992
2,023
2,048
2,071
2,093
2,111
2,128
2,145
2.162
2.176
2,189
2,202
2,212
2,218
2,224
2,229
2,233
2,234
$2,246
2,380
2,426
2.448
© 1989 Dataquest Incorporated April
Cum
%
Sum
%
8.9
8.7
7.4
6.6
6.0
5.1
4.0
3.6
3.6
2.9
2.7
2.7
2.7
2.6
2.1
2.0
2.0
1.8
1.6
1.6
1.5
1.4
1.3
1.0
0.9
0.9
0.7
0.7
0.7
0.7
0.6
0.5
0.5
0.4
0.3
0.3
0.2
0.2
0.0
17.6
25.0
31.6
37.6
42.7
46.7
50.4
53.9
56.8
59.5
62.2
64.8
67.4
69.5
71.5
73.5
75.3
76.9
78.5
79.9
81.4
82.6
83.7
84.6
85.5
86.2
86.9
87.6
88.3
88.9
89.4
89.9
90.3
90.6
90.8
91.0
91.2
91.2
8.9
0.5 91.7
5.5 97.2
1.9 99.1
0.9 100.0
100.0
26.1
40.1
30.3
3.6
"This table to be read in conjunction with Footnotes page
14
1988
ESIS
Table 12
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: BiCMOS Digital IC
(Millions of U.S. Dollars)
1987
Rank
1988
Rank
Ranked
Companies
1987
1988
Annual
Growth
Cum
Sum
%
1
2
3
1
2
3
4
5
6
7
8
Mietec*
NEC
GE Solid State*
Hitachi
STC*
Texas Instruments
LSI Logic*
r*
National Semiconductoi
Total A l l Companies
Total Europe
Total U.S.
Total Japanese
$14
6
3
$24
14
7
3
$18
18
7
7
2
2
1
1
$56
20
11
25
28.6
16.7
133.3
$18
36
43
50
52
54
55
56
133.3
42.9
57.1
733.3
Market
Share
%
32.1
32.1
12.5
12.5
3.6
3.6
1.8
1.8
100.0
35.7
19.6
44.6
Cum
Sum
%
32.1
64.3
76.8
89.3
92.9
96.4
98.2
100.0
*This table to be read in conjunction with Footnotes page
ESIS
© 1989 Dataquest Incorporated April
15
Table 13
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Other MOS IC
(Millions of U.S. Dollars)
1987
Rank
1988
Rank
N/A
2
1
4
5
2
3
4
5
^
Ranked
Companies
Hitachi
ITT*
Texas Instruments
Plessey*
Siemens*
U.S. Others
Total All Companies
Total Europe
Total U.S.
Total Japanese
1987
1988
$2
5
1
1
1
$42
7
4
1
1
2
$11
2
8
1
$57
2
13
42
Annual
Growth
%
250.0
(20.0)
0.0
0.0
100.0
418.2
0.0
62.5
4,100.0
1988
Cum
Sum
1988
Market
Share
%
1988
Cum
Sum
%
$42
49
53
54
55
57
73.7
12.3
7.0
1.8
1.8
3.5
73.7
86.0
93.0
94.7
96.5
100.0
100.0
3.5
22.8
73.7
*This table to be read in conjunction with Footnotes page
16
© 1989 Dataquest Incorporated April
ESIS
Table 14
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: MOS Memory IC
(Millions of U.S. Dollars)
1988
1987
Rank
2
1
5
4
9
10
6
3
7
8
n
12
14
13
19
22
16
17
18
20
24
21
23
-
1988
Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
Ranked
Companies
NEC
$100
Texas Instruments
Toshiba
Hi tachi
Siemens*
Samsung*
Fujitsu
Intel
SGS-THOMSON*
Mitsubishi
AMD*
Oki
National Semiconductor*
IDT*
Motorola
Inmos
Matsushita
Matra-Harri s
Philips*
Seiko Epson*
GE Solid State*
Sony*
Harris
VLSI Technology*
Austria Mikro Systeme*
MEDL
STC*
European Others
U.S. Others
Rest of World Others
Total
Total
Total
Total
Total
1987
All Companies
Europe
U.S.
Japanese
Rest of World
108
77
83
33
32
68
98
53
39
27
26
12
12
7
1
9
8
7
6
1
2
1
$1
14
4
1988
$206
$2
13
22
$838 $•1,649
114
285
394
45
276
457
774
142
1988
Cum
Sum
%
%
106.0
80.6
195
142.9
187
66.3
138
293.9
130
275.0
120
42.6
97
(1.0)
97
54.7
82
79.5
70
100.0
54
46.2
38
150.0
30
27
108.3
25
228.6
23
22 2,100.0
122.2
20
75.0
14
11
14.3
8
5
(33.3)
4
300.0
4
50.0
3
0.0
1
1
1988
Cum Market
Sum Share
Annual
Growth
%
$206
401
588
726
856
976
1,073
1,170
1,252
1,322
1,376
1,414
1,444
1,471
1,496
1,519
1,541
1,551
1,575
1,586
1,594
1,599
1,603
1,607
1,610
1,611
1,612
100.0 $1,614
(7.1) 1,627
1,649
450.0
96.8
142.1
60.4
96.4
215.6
12.5
11.8
11.3
8.4
7.9
7.3
5.9
5.9
5.0
4.2
3.3
2.3
1.8
1.6
1.5
1.4
1.3
1.2
0.9
0.7
0.5
0.3
0.2
0.2
0.2
0.1
0.1
12.5
24.3
35.7
44.0
51.9
59.2
65.1
71.0
75.9
80.2
83.4
85.7
87.5
89.2
90.7
92.1
93.4
94.6
95.5
96.2
96.6
96.9
97.2
97.4
97.6
97.7
97.7
0.1 97.8
0.8 98.6
1.3 100.0
100.0
16.7
27.7
46.9
8.6
*This table to be read in conjunction with Footnotes page
ESIS
© 1989 Dataquest Incorporated April
17
Table 15
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: MOS MIcrocomponent IC
(Millions of U.S. Dollars)
1988
1987
Rank
1
2
3
4
7
6
10
8
5
9
14
11
12
16
15
13
20
19
17
18
21
23
1988
Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
Ranked
Companies
Intel
Motorola
NEC
SGS-THOMSON*
Hitachi
Philips*
Siemens*
Texas Instruments
National Semiconductor*
AMD*
Inmos
Toshiba
Zilog
Western Digital*
Oki
GE Solid State*
Matra-Harris
Fujitsu
Mitsubishi
ITT*
Analog
Harris
IDT*
VLSI Technology*
Eurosil*
MEDL
U.S. Others
Japanese Others
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
1987
$162
98
90
60
44
54
23
38
54
36
13
21
17
1988
$351
Annual
Growth
%
0.0
1.013
1,040
1,059
1,076
1,092
1,107
1,121
1,130
1.138
1,145
1,151
1,157
1,163
1,168
1,169
1.170
$1,252
1,262
6.5
0.8
99.2
100.0
11
1
82
10
645.5
900.0
$794 $1,262
58.9
34.5
75.4
40.4
168
448
178
226
786
250
Sum
%
%
8.6
6.1
5.6
4.4
4.0
3.8
3.2
2.7
2.1
2.1
1.5
1.4
1.3
1.2
1.1
0.7
0.6
0.6
0.5
0.5
0.5
0.4
0.1
0.1
2
1
8
Cum
27.8
39.7
48.3
54.4
60.1
64.5
68.5
72.3
75.4
78.1
80.3
82.4
83.9
85.3
86.5
87.7
88.8
89.5
90.2
90.7
91.2
91.7
92.2
92.6
92.7
92.7
116.7
53.1
21.1
28.3
61.4
150
109
77
71
56
50
48
40
34
27
27
19
17
16
15
14
9
8
7
6
6
6
5
1
1
12
12
15
4
6
10
1988
1988
Cum Market
Sum Share
$351
501
610
687
758
3.7 • 814
864
912
952
986
117.4
26.3
(25.9)
(5.6)
107.7
28.6
11.8
33.3
25.0
(6.7)
125.0
33.3
(30.0)
(25.0)
(50.0)
27.8
11.9
100.0
17.9
62.3
19.8
"This table to be read in conjunction with Footnotes page
18
© 1989 Dataquest Incorporated April
ESIS
Table 16
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: MOS Logic IC
(Millions of U.S. Dollars)
1987
Rank
1
2
3
6
7
10
4
5
n.9
14
8
12
15
13
19
17
16
18
28
20
22
27
23
21
25
29
30
32
31
1988
Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
Ranked
Companies
Philips*
SGS-THOMSON*
ITT*
Motorola
Siemens*
LSI Logic*
National Semiconductor*
AMD*
Plessey*
GE Solid State*
Toshiba
Texas Instruments
Mietec*
NEC
Austria Mikro Systeme*
Intel
VLSI Technology*
ASEA Brown Boveri*
MEDL
Matra Harris
Telefunken*
Ericsson*
ES2*
Eurosil*
Fujitsu
Hitachi
STC*
Seiko Epson*
IDT*
Samsung*
Oki
Goldstar*
European Others
U.S. Others
Japanese Others
Total
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
Rest of World
1987
$200
96
89
53
47
40
55
53
35
45
27
47
32
25
27
15
21
23
19
6
14
11
6
9
12
9
5
3
1
2
1988
3.0
7.3
103
6.7
95
50.9
80
38.3
65
60.0
64
9.1
60
9.4
58
45.7
51
11.1
50
70.4
46
(6.4)
44
31.3
42
60.0
40
33.3
36
80.0
27
28.6
27
8.7
25
10.5
21
18 200.0
7.1
15
27.3
14
13 116.7
33.3
12
0.0
12
33.3
12
60.0
8
7 ^
6
66.7
5
3 200.0
1 (50.0)
23.1
111.3
227.3
$1,121 $1,430
27.6
18.8
27.7
83.5
20.0
543
488
85
5
645
623
156
6
Sum
%
%
$206
$16
112
36
$13
53
11
Cum
Cum Market
Sum Share
Annual
Growth
%
$206
14.4
309
404
484
549
613
673
731
782
832
878
922
964
7.2
6.6
5.6
4.6
4.5
4.2
4.1
3.6
3.5
3.2
3.1
2.9
2.8
2.5
1.9
1.9
1.8
1.5
1.3
1.1
1.0
0.9
0.8
0.8
0.8
0.6
0.5
0.4
0.4
0.2
0.1
1.004
1,040
1.067
1.094
1.119
1.140
1.158
1.173
1.187
1.200
1.212
1.224
1.236
1.244
1.251
1.257
1,262
1.265
1.266
$1,282
1.394
1.430
14.4
21.6
28.3
33.8
38.4
42.9
47.1
51.1
54.7
58.2
61.4
64.5
67.4
70.2
72.8
74.7
76.5
78.3
79.8
81.0
82.1
83.1
84.0
84.8
85.6
86.5
87.0
87.5
88.0
88.3
88.5
88.6
1.1 89.7
7.8 97.5
2.5 100.1
100.0
45.1
43.6
10.9
0.4
*This table to be read in conjunction with Footnotes page
ESIS
© 1989 Dataquest Incorporated April
19
Table 17
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Analog (Linear) IC
(Millions of U.S. Dollars)
1988
1987
Rank
1988
Rank
1
2
3
5
4
6
7
8
9
1
2
3
4
5
6
7
8
9
10
10
11
n
12
16
12
14
15
17
18
19
20
13
13
14
15
16
17
18
19
20
21
22
23
24
25
26
Ranked
Companies
Philips*
SGS-THOMSON«
National Semiconductor*
Motorola
Texas Instruments
Siemens*
Analog
Telefunken*
Plessey*
Burr Brown*
ITT*
GE Solid State*
Precision Monolithic*
Ericsson*
Harris
Siliconix
Toshiba
AMD*
Samsung*
Hitachi
Matsushita
Austria Mikro Systeme*
Sony*
STC*
1987
$259
174
120
86
95
80
77
49
44
33
28
16
26
17
17
10
5
5
3
23
NEC
Seiko Epson*
European Others
U.S. Others
Total
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
Rest of World
$2
42
1988
$290
210
145
105
105
102
90
52
49
43
41
33
30
22
18
18
17
14
7
6
6
4
4
4
3
1
$2
27
$1,215 $1,448
629
536
50
735
669
37
7
Annual
Growth
%
12.0
20.7
20.8
22.1
10.5
27.5
16.9
$290
500
645
750
855
957
1,047
1,099
11.4
1.148
1,191
1,232
24.2
1,265
17.9
1,295
1,317
37.5
(30.8) 1,335
5.9 1,353
1,370
0.0
1,384
40.0
1,391
1,397
20.0
1,403
20.0
1,407
33.3
1,411
1,415
(87.0) 1,418
1,419
0.0 $1,421
19.2
16.9
24.8
(26.0)
Cum
Sum
%
%
6.1
(35.7)
1988
1988
Cum Market
Sum Share
1,448
7.3
7.3
7.0
6.2
3.6
3.4
3.0
2.8
2.3
2.1
1.5
1.2
1.2
1.2
1.0
0.5
0.4
0.4
0.3
0.3
0.3
0.2
0.1
20.0
34.5
44.5
51.8
59.0
66.1
72.3
75.9
79.3
82.2
85.1
87.4
89.4
90.9
92.2
93.4
94.6
95.6
96.0
96.4
96.9
97.1
97.4
97.7
97.9
98.0
0.1
1.9
98.1
100.0
20.0
14.5
10.0
100.0
50.8
46.2
2.6
0.5
^This table to be read in conjunction with Footnotes page
20
© 1989 Dataquest Incorporated April
ESIS
Table 18
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Total Discrete
(Millions of U.S. Dollars)
1988
1987
Rank
1
3
4
2
5
6
7
8
9
10
12
11
19
13
14
15
16
17
18
21
24
20
23
22
1988
Rank
Ranked
Companies
1
2
3
4
5
6
7
8
9
10
11
Philips*
Motorola
SGS-THOMSON*
Siemens*
ITT*
Telefunken*
ASEA Brown Boveri*
International Rectifier
Semikron
Toshiba
GE Solid State*
12 , Texas Instruments
Siliconix
13
Powerex*
14
Fagor*
15
General Instrument
16
MEDL
17
Plessey*
18
19
20
21
22
23
24
25
26
27
TAG
Matsushita
Hitachi
Mi tsubishi
National Semiconductor*
NEC
Hewlett-Packard
Samsung*
STC*
European Others
U.S. Others
Japanese Others
Total
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
Rest of World
1987
$290
$294
170
140
178
111
65
63
53
49
33
23
28
13
19
196
167
135
103
73
69
66
56
52
27
25
23
22
20
18
18
18
18
13
9
6
5
5
4
2
1
16
16
16
16
15
8
2
10
5
7
$6
26
4
$294
490
657
792
895
968
12.5
12.5
12.5
12.5
(13.3)
12.5
200.0
(50.0)
0.0
(42.9)
1,037
1,103
1,159
1,211
1,238
1,263
1,286
1,308
1,328
1,346
1,364
1,382
1,400
1,413
1,422
1,428
1,433
1,438
1,442
1,444
1.445
0.0 $1,451
$6
1,495
44 69.2
1,521
26 550.0
$1,384 $•1,521
839
478
67
1.4
9.5
875
533
111
2
1988
Cum
Sum
%
%
15.3
19.3
(24.2)
(7.2)
12.3
24.5
14.3
57.6
17.4
(10.7)
76.9
15.8
1988
Cum Market
Sum Share
1988 Annual
Growth
%
9.9
4.3
11.5
65.7
19.3
12.9
11.0
8.9
6.8
4.8
4.5
4.3
3.7
3.4
1.8
1.6
1.5
1.5
1.3
1.2
1.2
1.2
1.2
0.9
0.6
0.4
0.3
0.3
0.3
0.1
0.1
19.3
32.2
43.2
52.1
58.9
63.7
68.2
72.5
76.2
79.6
81.4
83.1
84.6
86.0
87.3
88.5
89.7
90.9
92.0
92.9
93.5
93.9
94.2
94.5
94.8
94.9
95.0
0.4 95.4
2.9 98.3
1.7 100.0
100.0
57.5
35.0
7.3
0.1
"This table to be read in conjunction with Footnotes page
ESIS
© 1989 Dataquest Incorporated April
21,
Table 19
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Total Transistor
(Millions of U.S. Dollars)
1988
1987
Rank
1
2
4
3
7
5
6
12
10
8
9
11
16
15
17
19
20
14
18
22
23
1988
Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
Ranked
Companies
Philips*
Motorola
SGS-THOMSON*
Siemens*
Toshiba
ITT*
Texas Instruments
Siliconix
GE Solid State*
International Rectifier
Telefunken*
Matsushita
Powerex*
Plessey*
MEDL
Hewlett-Packard
Mitsubishi
National Semiconductor*
NEC
Samsung*
ASEA Brown Boveri*
Hitachi
Semikron
European Others
U.S. Others
Japanese Others
Total
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
Rest of World
1987
1988
$175
$175
112
65
88
22
39
28
13
15
16
16
14
6
6
4
2
2
7
3
124
85
66
36
32
25
23
20
20
18
12
8
7
5
4
4
3
3
2
1
1
1
1
1
$2
12
4
$2
15
26
$663
$718
357
260
46
360
274
82
2
Annual
Growth
%
0.0
10.7
30.8
(25.0)
63.6
(17.9)
(10.7)
76.9
33.3
25.0
12.5
(14.3)
33.3
16.7
25.0
100.0
100.0
(57.1)
0.0
0.0
0.0
$175
299
384
450
486
518
543
566
586
606
624
636
644
651
656
660
664
667
670
672
673
674
675
0.0
$677
692
718
78.3
Cum
Sum
%
%
25.0
550.0
8.3
0.8
5.4
1988
1988
Cum Market
Sum Share
9.2
5.0
4.5
3.5
3.2
2.8
2.8
2.5
1.7
1.1
1.0
0.7
0.6
0.6
0.4
0.4
0.3
0.1
0.1
0.1
24.4
41.6
53.5
62.7
67.7
72.1
75.6
78.8
81.6
84.4
86.9
88.6
89.7
90.7
91.4
91.9
92.5
92.9
93.3
93.6
93.7
93.9
94.0
0.3
2.1
3.6
94.3
96.4
100.0
24.4
17.3
11.8
100.0
50.1
38.2
11.4
0.3
*This table to be read in conjunction with Footnotes page
22
© 1989 Dataquest Incorporated April
ESIS
Table 20
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Total Diode
(Millions of U.S. Dollars)
1988
1987
Rank
1
4
5
2
3
6
8
7
n9
10
13
15
16
14
17
18
19
1988
Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Ranked
Companies
Philips*
Motorola
SGS-THOMSON*
ITT*
Siemens*
Telefunken*
International Rectifier
Semikron
Fagor*
General Instrument
ASEA Brown Boveri*
Plessey*
MEDL
Powerex*
Toshiba
National Semiconductor*
GE Solid State*
Matsushita
NEC
STC*
European Others
U.S. Others
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
1987
1988
$98 $109
59
43
50
31
47
72
35
48
29
27
23
18
21
19
20
18
8
14
13
11
10
4
4
3
3
3
2
2
3
1
1
1
1
1
1
1
Annual
Growth
%
11.2
37.2
61.3
(34.7)
(27.1)
7.4
27.8
10.5
125.0
7.7
10.0
0.0
0.0
50.0
(33.3)
0.0
0.0
0.0
1988
1988
Cum Market
Sum Share
Cum
Sum
%
%
$109
168
218
265
300
329
352
373
393
411
425
436
440
443
446
448
449
450
451
452
$2
14
$2
29
0.0
$454
107.1
483
$423
$483
252
167
4
296
182
5
14.2
17.5
22.6
12.2
10.4
9.7
7.3
6.0
4.8
4.4
4.1
3.7
2.9
2.3
0.8
0.6
0.6
0.4
0.2
0.2
0.2
0.2
22.6
34.8
45.1
54.9
62.1
68.1
72.9
77.2
81.4
85.1
88.0
90.3
91.1
91.7
92.4
92.8
93.0
93.2
93.4
93.6
0.4 94.0
6.0 100.0
9.0
100.0
61.3
37.7
25.0
1.0
"This table to be read in conjunction with Footnotes page
ESIS
© 1989 Dataquest Incorporated April
23
Table 21
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Thyristor
(Millions of U.S. Dollars)
1988
1987
Rank
1
3
2
4
5
6
7
8
9
10
n
12
1988
Rank
Ranked
Companies
1
2
3
4
5
6
7
8
9
ASEA Brown Boveri*
SGS-THOMSON*
Siemens*
Telefunken*
TAG
'
Semikron
International Rectifier
Powerex*
MEDL
10 • Philips*
Motorola
11
Hitachi
12
Mitsubishi
13
European Others
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
1987
1988
1988
1988
Annual
Growth
%
Cum Market
Sum Share
12.2
60.0
(26.9)
11.8
12.5
13.3
30.0
10.0
12.5
12.5
14.3
$46
78
97
116
134
151
164
175
184
193
201
204
206
22.2
15.5
9.2
9.2
8.7
8.2
6.3
5.3
4.4
4.4
3.9
1.5
1.0
22.2
37.7
46.9
56.0
64.7
73.0
79.2
84.5
88.9
93.2
97.1
98.6
99.5
$207
0.5
100.0
$41
20
26
17
16
15
10
10
8
8
7
3
$46
32
19
19
18
17
13
11
9
9
8
3
2
$1
$1
0.0
$183
$207
152
28
3
170
32
5
13.1
11.8
14.3
66.7
0.0
Cum
Sum
%
%
100.0
82.1
15.5
2.4
*This table to be read in conjunction with Footnotes page
24
© 1989 Dataquest Incorporated April
ESIS
Table 22
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Other Discrete
(Millions of U.S. Dollars)
1988
1987
Rank
3
2
6
4
7
10
9
n8
12
5
1988
Rank
1
2
3
4
5
6
7
8
9
10
11
12
Ranked
Companies
1987
1988
Philips*
16
9
9
8
5
6
4
8
1
9
$24
17
15
13
10
8
7
6
5
5
1
1
European Others
$1
$1
$115
$113
78
23
14
49
45
19
ITT*
Semikron
Siemens*
Toshiba
International Rectifier
ASEA Brown Boveri*
Telefunken*
GE Solid State*
Hitachi
Motorola
NEC
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
$15
Annual
Growth
%
1988
1988
Cum Market
Sum Share
Cum
Sum
%
%
21.2
15.0
13.3
11.5
(88.9)
$24
41
56
69
79
87
94
100
105
110
111
112
8.9
7.1
6.2
5.3
4.4
4.4
0.9
0.9
21.2
36.3
49.6
61.1
69.9
77.0
83.2
88.5
92.9
97.3
98.2
99.1
0.0
$113
0.9
100.0
13.3
(5.3)
44.4
11.1
0.0
40.0
0.0
25.0
(37.5)
0.0
(1.7)
(37.2)
95.7
35.7
100.0
43.4
39.8
16.8
*This table to be read in conjunction with Footnotes page
ESIS
© 1989 Dataquest Incorporated April
25
Table 23
Preliminary 1988 European Semiconductor Market Share Rankings
Semiconductor Category: Total Optoelectronic
(Millions of U.S. Dollars)
1988
1987
Rank
1
2
8
3
4
6
5
10
12
11
13
16
14
15
17
1988
Rank
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Ranked
Companies
Telefunken*
Siemens*
Hewlett-Packard
Philips*
Plessey*
Toshiba
Texas Instruments
GE Solid State*
ASEA Brown Boveri*
Motorola
Hitachi
Ericsson*
Matsushita
Mitsubishi
NEC
Oki
European Others
U.S. Others
Japanese Others
Total
Total
Total
Total
All Companies
Europe
U.S.
Japanese
1987
1988
Annual
Growth
%
1988
1988
Cum Market
Sum Share
Cum
Sum
%
%
$73
134
183
4.5 206
33.3
226
30.8
243
0.0 258
14.3
266
20.0
272
(16.7) 277
33.3
281
0.0 283
(33.3) 285
(33.3) 287
0.0 288
289
20.0
16.7
13.4
6.3
5.5
4.6
4.1
2.2
1.6
1.4
1.1
0.6
0.6
0.6
0.3
0.3
20.0
36.6
50.0
56.3
61.8
66.4
70.5
72.7
74.3
75.7
76.8
77.3
77.9
78.4
78.7
79.0
$307
4.9
7.9
8.2
83.9
91.8
100.0
$66
53
10
22
15
13
15
7
5
6
3
2
3
3
1
$73
61
49
23
20
17
15
8
6
5
4
2
2
2
1
1
10.6
15.1
390.0
$15
14
5
$18
29
30
20.0
107.1
500.0
$278
$366
178
72
28
203
106
57
31.7
14.0
47.2
103.6
336
366
100.0
55.5
29.0
15.6
*This table to be read in conjunction with Footnotes page
26
© 1989 Dataquest Incorporated April
ESIS
Table 24
Footnotes to the Tables
ASEA Brown Boveri
ASEA Brown Boveri revenue includes Brown Boveri revenue
from 1987 onwards.
Austria Mikro Systeme Austria Mikro Systeme revenue up to 1986 included in
U.S. Others.
Ericsson
Ericsson Components AB known as Rifa prior to 1 March
1988.
ES2
European Silicon Structures revenue up to 1986 included
in European Others.
Fagor
Fagor revenue up to 1987 included in European Others.
Mietec
Mietec revenue up to 1986 included in European Others.
Philips
Philips revenue includes Signetics Corporation revenue.
Plessey
Plessey revenue includes Ferranti revenue from 1987
onwards.
SGS-THOMSON
SGS Thomson revenue includes Thomson revenue from 1987
onwards.
Siemens
Siemens revenue includes Litronix revenue from 1983
onwards.
STC (Stantel)
STC revenue included in ITT revenue from 1977 through
Telefunken Electronic 1982.
Telefunken Electronic formerly known as AEG-Telefunken.
AMD
AMD revenue includes Monolithic Memories revenue from
1987 onwards.
Burr Brown
Burr Brown revenue up to 1987 included in U.S. Others.
GE Solid State
GE Solid State revenue includes RCA revenue from 1987
IDT
onwards.
ITT
IDT revenue up to 1987 included in U.S. Others.
LSI Logic
ITT revenue includes STC revenue from 1977 through 1982.
National Semiconductor LSI Logic revenue up to 1986 included in U.S. Others.
National Semiconductor revenue includes Fairchild
Powerex
revenue from 1987 onwards.
Powerex revenue includes Westinghouse revenue from 1986
Precision Monolithic
onwards.
Precision
Monolithic Revenue up to 1987 included in
VLSI Technology
U.S. Others.
VLSI Technology revenue up to 1986 included in U.S.
Western Digital
Others.
Western Digital revenue up to 1987 included in U.S.
Seiko Epson
Others.
Seiko Epson revenue up to 1987 included in Japanese
Sony
Goldstar
Others.
Sony revenue up to 1987 included in Japanese Others.
Samsung
Goldstar revenue up to 1986 included in Total Rest of
World.
Sfimsung revenue up to 1986 included in Total Rest of
World.
ESIS
© 1989 Dataquest Incorporated April
27
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Exchange Rate Tables
Dataquest's European exchange rate tables include data from all Western European countries,
each of which has different and variable exchange rates against the US dollar. Where applicable,
Dataquest estimates are prepared in terms of local currencies before conversion (where necessary)
to US dollars. Dataquest uses exchange rates taken from the Wall Street Journal, which are in turn
taken from the Bankers Trust Co. All exchange rates previous to 1990 were sourced from the
International Monetary Fund (IMF).
All forecasts are prepared using fixed exchange rates based on the last complete historical
quarter (currently the fomth quarter of 1990). To maintain consistency across all its analyses,
Dataquest makes ongoing adjustments to its forecasts for these currency changes during the year.
As a result of this policy, forecast growth rates can become distorted when comparing dollar growth
rates with European currency growths.
Table 1 provides a summary of yearly average exchange rates in local currency per US dollar
for each European region and Japan from 1979 to 1990. Included in Table 1 is the European
Currency Unit (ECU). This unit, which was established in March 1979, is the weighted average of
the currencies of all member countries of the European Conununity (EC). It is calculated by the
IMF from each country's gross national product (GNP) and foreign trade. Table 2 shows the
quarterly exchange rate for 1990 for each of these regions.
Also included is the Semiconductor Industry Weighted Average (SIWA). This unit is based on
the semiconductor consumption of each European country featured here (EC and non-EC members)
and uses the base year 1980 equal to 100 as a reference point. The SIWA is useful for interpreting
the effect of European currency fluctuations with respect to the US dollar, specifically for the
European semiconductor industry.
Dataquest's European local currency forecasts and historical data has previously been recorded
using the SIWA as a measure of local currency. Since September 1990 we have changed to using
ECUs. As it is becoming increasingly common for companies to pubUsh their annual reports in
ECUs, all future local currency forecasts prepared by Dataquest wUl be published in ECUs.
ESIS Volume n
00083S0
©1991 Dataquest Europe Limited March
Exchange Rate Tables
Table 1
European Currencies—1979 to 1990
(Local Currency per US Dollar)
Region
1979
1980
1981
1982
1983
1984
Austria
Belgium
Denmark
Finland
France
Ireland
Italy
Luxembourg
Netherlands
Norway
Portugal
Spain
Sweden
Switzerland
United Kingdom
West Germany
13.37
29.32
5.26
3.90
4.25
0.49
830.90
29.32
2.01
5.06
48.92
67.13
4.29
1.66
0.47
1.83
12.94
29.25
5.64
3.73
4.23
0.49
856.50
29.24
1.99
4.94
50.07
71.70
4.23
1.67
0.43
1.82
15.93
37.13
7.13
4.31
5.43
0.62
1,136.80
37.13
2.49
5.74
61.55
92.31
5.06
1.96
0.49
2.26
17.06
45.69
8.33
4.82
6.57
0.70
1,352.50
45.69
2.67
6.45
79.48
109.86
6.28
2.03
0.57
2.43
17.97
51.13
9.15
5.57
7.62
0.80
1,518.90
51.13
2.85
7.29
110.78
143.43
7.67
2.10
0.66
2.55
20.00
57.78
10.36
6.01
8.74
0.92
1,757.00
62.34
3.21
8.16
146.39
160.76
8.27
2.35
0.75
2.85
0.69
0.76
0.92
1.02
1.12
1.27
Japan
219.14
226.75
220.54
249.05
237.52
237.44
SIWA (Base 1980 = 100)
101.66
100.00
123.69
141.30
157.59
178.06
ECU
(CcHitinued)
©1991 Dataquest Europe Limited March
ESIS Volume 11
0008350
Exchange Rate Tables
Table 1 (Continued)
European Currencies—1979 to 1990
(Local Currency per US Dollar)
1985
1986
1987
1988
1989
1990
20.69
59.41
10.60
6.20
8.98
0.94
1,909.50
59.38
3.32
8.60
170.40
170.05
8.60
2.46
0.77
2.94
15.26
44.66
8.09
5.07
6.92
0.75
1,490.00
44.66
2.45
7.39
149.54
139.97
7.12
1.80
0.68
2.17
12.64
37.34
0.84
4.40
6.01
0.67
1,296.10
37.34
2.03
6.74
140.88
123.56
6.34
1.49
0.61
1.80
12.35
36.77
6.73
4.18
5.96
0.66
1,301.00
36.77
1.98
6.52
143.96
116.49
6.13
1.46
0.56
1.76
13.24
39.44
7.32
4.30
6.39
0.71
1,373.60
39.44
2.12
6.91
157.62
118.55
6.45
1.64
0.61
1.88
11.36
33.41
6.18
3.82
5.44
0.60
1,197.22
33.41
1.82
6.25
142.40
102.03
5.92
1.39
0.56
1.62
ECU
1.31
1.02
0.87
0.84
0.92
0.79
Japan
238.54
168.49
144.43
128.11
138.07
144.71
SIWA (Base 1980 = 100)
184.70
145.89
125.52
121.46
130.20
113.78
Region
Austria
Belgium
Denmark
Finland
France
Ireland
Italy
Luxembourg
Netherlands
Norway
Portugal
Spain
Sweden
Switzerland
United Kingdom
West Germany
Souce: Dataquest (Match 1991)
ESIS Volume H
0008350
©1991 Dataquest Europe Limited March
Exchange Rate Tables
Table 2
1990 Quarterly European Currencies
(Local Currency per US Dollar)
1Q90
2Q90
3Q90
4Q90
1990
11.90
35.29
6.52
3.99
5.74
0.64
1,254.66
35.29
1.91
6.53
148.86
109.08
6.15
1.51
0.61
1.69
11.80
34.60
6.39
3.96
5.64
0.63
1,231.66
34.60
1.89
6.49
147.90
105.60
6.08
1.44
0.60
1.68
11.21
32.81
6.08
3.75
5.34
0.59
1,176.27
32.81
1.80
6.15
140.62
98.60
5.86
1.33
0.54
1.59
10.54
30.93
5.74
3.59
5.05
0.56
1,126.28
30.93
1.69
5.85
132.22
94.85
5.60
1.27
0.51
1.50
11.36
33.41
6.18
3.82
5.44
0.60
1,197.22
33.41
1.82
6.25
142.40
102.03
5.92
1.39
0.56
1.62
ECU
0.83
0.82
0.77
0.73
0.79
Japan
147.92
155.35
145.07
130.50
144.71
SIWA (Base 1980 = 100)
120.18
118.61
111.06
105.26
113.78
Region
Austria
Belgium
Denmark
Finland
France
Ireland
Italy
Luxembourg
Netherlands
Norway
Portugal
Spain
Sweden
Switzerland
United Kingdom
West Germany
Source: Dataquest (Match 1991)
©1991 Dataquest Europe Limited March
ESIS Volume n
000S350
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