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CSP Market Prediction

CSP Market Prediction. CSP Projections-Japan only Source: NIKKEI MICRODEVICES 2/98. UNITS: millions. MWW 6/1/98. CSP Projections Source: Redpoint Research 4/98. UNITS: millions. MWW 6/1/98. CSP Projections Source: TechSearch International ‘98. UNITS: millions. MWW 6/1/98.

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CSP Market Prediction

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  1. CSP Market Prediction

  2. CSP Projections-Japan onlySource: NIKKEI MICRODEVICES 2/98 UNITS: millions MWW 6/1/98

  3. CSP ProjectionsSource: Redpoint Research 4/98 UNITS: millions MWW 6/1/98

  4. CSP ProjectionsSource: TechSearch International ‘98 UNITS: millions MWW 6/1/98

  5. CSP ProjectionsSource: VLSI Research 5/98 UNITS: millions MWW 6/1/98

  6. CSP ProjectionsSource: Electronics Trend Publications ‘98 UNITS: millions MWW 6/1/98

  7. CSP Projections UNITS: millions MWW 6/1/98

  8. MWW 6/14/98

  9. MWW 6/14/98

  10. MWW 6/15/98

  11. Raw Data for CSP Projections MWW 6/15/98

  12. m m m BGA BGA BGA Manufacturer 1997 Revenue 97 Market Share other CSP (and "partners") ($-Millions) Licensee by Merchant License Potential Intel $940 32% X X AMD $626 21% X X X Atmel $280 9% X X X Fujitsu $200 7% X Sharp $140 5% X X SGS-Thompson $84 3% X X Others (TI) $696 23% X X ? X Total $2,966 100% 56% 65% 59% of market Tessera microBGA availability covers 65% or more of the Flash market. All other CSPs combined cover maximum 59% of the market . Flash-Market Outlook by CSP Type Data Source: Electronic Buyers Guide MWW 6/15/98

  13. m m m BGA BGA BGA Manufacturer 1997 Revenue 97 Market Share other CSP (and "partners") ($-Millions) Licensee by Merchant License Potential Samsung $590 16% X Hitachi $500 13% X Toshiba $350 9% X X X NEC $320 9% X X Motorola $317 8% X Mitsubishi $315 8% X X Cypress $274 7% X IDT $244 7% X Winbond $115 3% X Sony $93 2% X Others (IBM) $621 17% X X $3,739 32% 44% of market 45% Tessera microBGA availability covers >32% of the SRAM capacity. All other CSPs combined 45% of the market volume. SRAM-Market Outlook by CSP Type Data Source: Electronic Buyers Guide MWW 6/15/98

  14. Manufacturer 1997 Revenue 97 Market Share mBGA mBGA mBGA other CSP £gBGA (and "partners") ($-Millions) Licenseee by Merchant License Potential RDRAM Samsung $3,700 17% X Y NEC $2,301 11% X X N Hyundai $1,930 9% X Y Hitachi $1,897 9% X Y Micron $1,649 8% X X Y Texas Instruments $1,280 6% X X Y Mitsubishi $1,223 6% X X N Toshiba $1,160 5% X X Y LG Semicon $1,157 5% X X Y Fujitsu $862 4% X X X Y Matsushita $850 4% X X N Oki $800 4% X N IBM $760 4% X X Y Siemans $650 3% X Y Vanguard $450 2% X N Motorola $400 2% X N/A Others $232 1% X ? X ? Total $21,301 100% 50% 34% 26% 48% 71% of market Tessera microBGA availability covers 84% of the DRAM capacity. All other CSPs combined cover 48% of the market volume. DRAM-Market Outlook by CSP Type Data Source: Electronic Buyers Guide MWW 6/15/98

  15. m m BGA BGA Manufacturer 1997 Revenue 97 Market Share other CSP (and "partners") ($-Millions) Licensee License Potential Amkor/Anam $1,750 29% X X ASE $435 7% X X Hyundai/ChipPAC $425 7% X ASAT $380 6% X Mitsui High-tec $360 6% X Siliconware $325 5% X OSE $320 5% X Alphatec $295 5% X HANA $265 4% X Shinko $250 4% X X Hitachi Cable $240 4% X X IPAC $30 0% X Others $950 16% ? Total $6,025 100% 58% 26% 44% of market Tessera mBGA availability covers 65% of the Merchant capacity. All other CSPs combined cover only 44% of the market volume. Merchant-Market Outlook by CSP Type Data Source: Electronic Buyers Guide MWW 6/15/98

  16. CSP Projections UNITS: millions MWW 6/1/98

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