SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Adaptec (ADPT) -- Ignore unavailable to you. Want to Upgrade?


To: Cris who wrote (3029)7/20/1998 9:50:00 AM
From: Argonaut  Respond to of 5944
 
Frost & Sullivan Controller Market Report:

Monday July 20, 8:02 am Eastern Time

Company Press Release

SOURCE: Frost & Sullivan

Frost & Sullivan: Growing End-User Industries Create Opportunities in
World Embedded Controller Market

MOUNTAIN VIEW, Calif., July 20 /PRNewswire/ -- Although the world embedded controller market is subject to economic
swings in its end-user industries, such as the Asian currency crisis, overall demand is on the rise. Opportunities can be found in
the growing end-user markets, especially telecommunications, consumer electronics and business computing.

According to strategic research conducted by Frost & Sullivan, World 32-Bit and 64-Bit Embedded Controller Market,
revenues reached $3.2 billion in 1997, and the total market is expected to grow 28.6 percent through the year 2000.

Customers are increasingly demanding increased performance and lower cost, so prices are on the decline as manufacturers
work to improve the price/performance ratio. Other trends include improving time to market and time to production, defining
products for specialized applications in end-user markets, and integrating logic and memory functions.

Growing revenues means having a reusable processor core around which peripherals and customized circuitry can be
synthesized. Manufacturers are also developing advanced interconnect materials and integrated design environments for
hardware and software co-verification and co-simulation. Technology trends include: Smaller packaging with increased thermal
properties, embedded memory, multi-tasking cores and active power management. The most urgent competitive issue facing
embedded controller manufacturers is how to provide customers with a total systems solution at a competitive price. This
entails providing highly integrated logic and memory devices that can be customized with peripherals. Customers are interested
in understanding the development process for an embedded controller, and they want to know what technology and resources
vendors have, and what development tools and technologies are available.

The strategies that manufacturers are employing to compete in this market include targeting and serving high volume tiers of the
end-user markets, such as telecommunications and consumer electronics, while expanding technology into new industrial
end-user industries. Companies are also actively monitoring the market developments and trends of their competitors and
customers, as failure to do so would result in blind decision making and lower profit margins.

Frost & Sullivan presents Market Engineering awards to companies in the embedded controller industry to recognize
companies for their achievements in the past year. Winners are selected from an in-depth analysis of the market competitors
and interviews with those companies that make up the industry.

The 1997 Market Engineering Customer Focus Award is given to the company that has demonstrated excellent leadership in
customer focus. This year, Frost & Sullivan extends the Customer Focus Award to Motorola, Inc., for the reorganization of its
Semiconductor Products Sector (SPS) into marketing groups intended to serve the embedded controller needs of its
customers.

This year, Frost & Sullivan presents the 1997 Market Engineering Product Innovation Award to Siemens Microelectronics for
its TriCore solution. TriCore's integration of microcontroller, microprocessor and digital signal processing capabilities in a
compact core, represents the leading edge of technical design.

Frost & Sullivan's study, World 32-Bit and 64-Bit Embedded Controller Market, is segmented into four regions: North
America, Europe, Asia-Pacific and Rest-of-World. This study highlights who is consuming embedded controllers, market and
technological trends, revenues forecasts, competitive issues and new market strategies.

The companies participating in this market include: Advanced Micro Devices, Inc., Digital Equipment Corporation, Fujitsu
Limited, GEC Plessey Semiconductors, Hitachi, Ltd., Hyperstone Electronics California, IBM, Integrated Device Technology,
Inc., Intel Corporation [Nasdaq:INTC - news], Mitsubishi Electric Co. Ltd., Motorola Inc. [NYSE:MOT - news], National
Semiconductor Corporation [NYSE:NSM - news], NEC Corporation [Nasdaq:NIPNY - news], NKK Corporation,
Quantum Effect Design, Inc., Samsung Semiconductor, Inc., Sharp Corporation, Siemens Microelectronics, Inc.,
SGS-Thomson Microelectronics, N.V., Sun Microsystems, Inc., Vishay Siliconix, Texas Instruments, Inc., Toshiba
Corporation, Related Companies: Adaptec Inc. [Nasdaq:ADPT - news], Advanced RISC Machines, Advanced RISC
Machines, Ltd., Agranat Systems, Inc., Applied Microsystems Corporation [Nasdaq:APMC - news], AZTECH, ChipTools,
Inc., Chorus Systems, Controlware, Coreco, Inc., Datalight, emWare, Inc., Emulation Technology, Fujitsu Microelectronics,
Inc., GEC Plessey Semiconductors, Green Hills Software, Inc., Hewlett-Packard Company [NYSE:HWP - news], Hitachi
America, Ltd., Hyundai Electronics America, Integrated Systems, Inc., KADAK Products Ltd., Lucent Technologies,
Metrowerks, MIPS Technologies, Inc., Mitsubishi Electronics America, Inc., NEC Electronics, Inc., OKI Semiconductor
Corp., Panasonic, Philips Semiconductors, Precise Software Technologies, Inc., QNX Software Systems Ltd., Sanyo
Semiconductor Corporation, SGS-Thomson Microelectronics, Inc., Sharp Electronics Corporation, Spyglass, Inc., Teknor
Industrial Computers, Inc., Toshiba America Electronic Components, Inc., Tundra Semiconductor Corporation, V3
Semiconductor Corp., Virtual Prototypes, Inc., Vishay Siliconix, Wind River Systems, WSI, Z-World Engineering.

Frost & Sullivan is an international marketing consulting company that monitors the semiconductors industry for market trends,
market measurements and strategies. This ongoing research is utilized to update a series of research publications such as
#5049-26 World Digital Signal Processor Markets, and #5555-26 Smart Card IC Assessment, and to support industry
participants with customized consulting needs.

Visit Frost & Sullivan's web site at: frost.com.

Report: 5798-26 Publication Date: April 1998 Price: $3450

SOURCE: Frost & Sullivan



To: Cris who wrote (3029)7/20/1998 3:52:00 PM
From: Torben Noerup Nielsen  Read Replies (1) | Respond to of 5944
 
Chris,

>Granted, but is there useful work to do? For most applications, the
>answer is no.

Printing, checking my mail,..... There *are* things that can be done in the background without a lot of disk usage. Or it could be off a different disk. Don't forget that attaching multiple disks is pretty easy with a SCSI system.

>Happy to hear it - I _am_ long ADPT. But I have to ask - are the
>disks otherwise equivalent, or is the SCSI drive faster (RPM, seek)?
>I want to see ADPT taking off with FC, RAID, and higher-end
>products, and moving on past SCSI.

The disks were close enough to yield a valid comparison. Terrible way to put it, but this was not a well controlled experiment since I was just sitting there and judging one to be substantially faster than the other.

I too would like to see newer and faster technologies take off. Unfortunately, there needs to be some real progress in the underlying disk technology before you will see much improvement. That's often the bottleneck on a good SCSI system. And then we run smack into the PCI bus capacity which is far from infinite. And we haven't even gotten to the generally lousy memory subsystems a lot of PCs have :-)

Oh well, I do not think we disagree all that strongly. Anyway, this thread is pretty good; I spend a lot of time on the LGND thread and it is so contentious that I'm leary of saying too much for fear of precipitating a lot of ridiculous arguments.

Cheers, Torben