Home > DisplaySearch, Dr. Robert N. Castellano, Frost, global semiconductor industry, global solar industry, green electronics, Intel, Intel Atom processor, iSuppli, Semico Research, The Information Network > Top 5 high growth markets driving (semicon?) recovery, and top 10 hot and emerging technology platforms

Top 5 high growth markets driving (semicon?) recovery, and top 10 hot and emerging technology platforms

October 14, 2009

Today, I received two wonderful reports — one, highlighting the top 5 high growth markets driving (semiconductor) recovery, and two, the top 10 hot and emerging technology platforms well poised to profoundly impact manifold sectors across the globe while offering potential high RoI for investors!

First, semiconductors! Semico Research has come up with a report that highlights the top 5 high growth segments driving growth and recovery in the semiconductor segment. For the record, 2009 is likely to see the global semiconductor industry decline by 12.5 percent. The top 5 segments according to Semico Research are:

* Netbooks

* Portable navigation devices (PNDs)

* Digital TVs

* DVD recorders

* Video game consoles

Hey, there really seems to be a lot of light at the end of the tunnel for the consumer electronics industry!

On netbooks, I think Intel needs to be given most, if not, all of the credit. Here’s what iSuppli has to say in its fast facts for Intel’s Q3 results:

* Intel also capitalized on the continued rise in demand for netbook PCs. The company dominates the netbook microprocessor market with its Atom chip. iSuppli predicts global netbook shipments will rise to 22.2 million units in 2009, up 68.5 percent from 13.2 million in 2008.

* While Atom represents only a small share of Intel’s total revenue, its profitability is disproportionately high. “Netbook microprocessors are a high-margin product because they utlilize old technology,” said Matthew Wilkins, principal analyst, compute platforms, for iSuppli. “The Atom is based on the old Pentium M microprocessor and uses a mature manufacturing process. Because of this, Intel is getting very high yields and an extremely high margin on the Atom.”

On PNDs, SatNav has recently introduced a Bluetooth enabled multifunction PND. Also, In-Stat reports that the worldwide unit shipments for PNDs will reach approximately 56 million units in 2012.

However, iSuppli has just sent out a story to me, saying that PNDs have now entered a period of slowing growth, spurring companies throughout the supply chain to re-evaluate their business models. Interesting!

As for digital TVs, according to DisplaySearch, developed markets are starting 2009 with strong growth and emerging markets are transitioning from CRT to LCD TVs faster than expected. However, plasma (PDP) TV is expected to fall about 2 percent Y/Y to 14.1 million in 2009 after strong 28 percent growth in 2008. As per iSuppli, OLED-TV revenue will likely rise by a factor of 240 by 2015—but still remain a niche. Let’s see!

DisplaySearch’s total global TV forecast is 200.4 million units in 2009, down 3 percent Y/Y, the first decline in total shipments in recent memory as the global recession and rising unemployment continue to take a toll on demand. However, the slowdown will be temporary as the worldwide economy emerges from recession and new markets enter the initial stages of the flat panel and digital TV transition.

Among DVDs, Samsung has introduced its first internal Blu-ray disc combo drive with BD-R and 8X BD-ROM read speed. Also, Flex-DVD is the latest technology in the DVD replication industry. This single layer format has the same capacity of a DVD-5 (4.7GB for standard size and 1.1GB for 3″ Mini DVD), but is half the thickness of the standard DVD.

Video game consoles — I find it quite interesting! It has been reported that the only products to see a decline in unit shipments in the second quarter were handheld video games, video game consoles, etc. Watch this market segment!

Now, to the top 10 hot and emerging technologies! According to a report from Frost & Sullivan, these are:

* Nanomaterials

* Flexible electronics

* Advanced batteries and energy storage

* Smart materials

* Green IT

* CIGS solar

* 3D integration

* Autonomous systems

* White biotech

* Lasers

Flex-DVD, above, is a great example of flexible electronics. Green IT — although a much abused term, it has certainly been on the top of the charts for quite some time now. Battery technologies and energy storage — yes, certainly. There are rightful places for CIGS solar — a point also made by Dr. Robert Castellano of The Information Network — and smart materials, as well as lasers and white biotech.

Well, what do you think folks? Do you agree with these top 5 and top 10 lists?

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  1. Pradeep Chakraborty
    October 14, 2009 at 10:14 pm

    I have a question for folks: Will PNDs fill in for smartphones? Or, will smartphones become another avataar for PNDs?

    • Andrew Michel
      October 15, 2009 at 10:46 pm

      I think there will always be a market for stand alone PNDs(ones not in smartphones). Just like we still have digital cameras, apart from the ones in our cell phones, the PNDs will continue to expand. The stand alone products are able to have more features than those integrated in the phones.

  2. Kenneth
    October 15, 2009 at 2:06 am

    Great post….I got a HUGE list of Chinese listed stocks from ChinaStockList.com

  3. Mike Jones
    October 15, 2009 at 2:47 am

    Why lasers? What is driving that?

  4. Pradeep Chakraborty
    October 15, 2009 at 6:34 am

    Lasers, including solid state, fibre, Ti:sapphire, diode, CO2, helium neon are expected to have a CAGR of 8.2 percent from 2008 to 2014, as per Frost. 🙂 Please see my semicon blog for that report, if interested.

  5. Keith
    October 15, 2009 at 5:51 pm

    Great post, and great blog…I appreciate the blog and check it often! Keith

  6. Pradeep Chakraborty
    October 15, 2009 at 8:40 pm

    Am wondering why folks aren’t leaving their views on PNDs, lasers, flex electronics, nanomaterials. Look forward to your views on these technologies, dear friends. 🙂

  7. Pradeep Chakraborty
    October 15, 2009 at 10:57 pm

    Thanks for that comment, Andrew 🙂

  8. Nick
    October 16, 2009 at 4:35 am

    Pretty cool post. I just came by your blog and wanted to say that I have really enjoyed browsing your posts.

    Any way I’ll be subscribing to your feed and I hope you post again soon!

    I hope you be my friends as well,thanks for the info that have in your site.

  9. Sanjeev
    October 21, 2009 at 6:06 pm

    Pradeep, execellent work. Yes! both netbook and PNDs must have beat the bulky and power hungry counterpart. Again, its smart move for capturing new segment of customers. Smart and silky netbook, digital ebook reader, smart phones, smart TVs, portable low power medical device are the market drivers. As you correctly mentioned, its not always the technology drives the market. Its blend of customer preference and innovation which has a larger say.

  10. jannesschilderszoon
    November 5, 2009 at 3:28 pm

    Hi,

    I just joined this site, because i have a burning question!

    Last month I bought a Wii!!! Yeah!

    I want to play backup wii games. How do I need to Wii Ombouwen?

    Thank you in advance for your replies and help!!

    Jannes

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