- #BESI DATACON 2200 EVO MICROSCOPE DRIVERS#
- #BESI DATACON 2200 EVO MICROSCOPE UPDATE#
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#BESI DATACON 2200 EVO MICROSCOPE SOFTWARE#
Communication Technology Ittai Kidron George Iwanyc Enterprise Software Brad Reback Arvind Rajamohan Communications and Infrastructure Software Shaul Eyal Hugh Cunningham Emerging Technology & Services Andrew Uerkwitz TECHNOLOGY Specialty Semis & Enabling Technology Srini Sundararajan Communications & Cloud Services Timothy Horan Ned Baramov Xavier Olave Internet Jason Helfstein 3Ĥ Table of Contents Section I: Semiconductor Basics. 2ģ Acknowledgments We would like to acknowledge the contributions of our research colleagues at Oppenheimer whose help was invaluable in the preparation of this report. There were also changes to formatting and the report structure to make it more readable. All forecasts have been updated as well, and were also extended to 2015 (from 6.0 s 2013). Semiconductor Equity Research Note on this version: All historical data on companies is current as of 2Q11 and industry sales, unit, and utilization data is also current up to July Market share data has been updated to reflect the most recent third-party sources and our internal estimates. Rick Schafer Managing Director Shawn Simmons Associate Director Jason Rechel Associate Director Oppenheimer & Co. Any comments that will help us make this a more successful document are welcome.
We have also included a section on emerging technologies, where we briefly discuss seven technologies that are just getting off the ground and that will be exciting to watch in 2011 and beyond. End market summaries cover computing, networking, telecom/datacom, wireless, digital consumer and automotive semiconductors. Product summaries cover analog, microcomponents, logic, memory and discrete devices. We then take a deep dive into the most important end markets served by the semiconductor industry, highlighting key players and company market shares for each application. We follow with a discussion of the major semiconductor product groups, including revenue forecasts and market share data. We then discuss the semiconductor cycle and key fundamental indicators, and introduce some important concepts. We start with basic semiconductor definitions and a simple review of manufacturing processes. We also suggest it as a desk reference for more experienced investors, as it has lots of forecast and market share data as well as in-depth discussions of many of the important trends affecting the semiconductor industry. 300 Madison Avenue New York, NY Tel: Fax:Ģ Introduction The Oppenheimer Semiconductors: Technology and Market Primer 7.0 is an updated version of the comprehensive one-stop-shop resource for the dynamic and complex semiconductor industry we first issued in June 2003 and updated in October 2004, December 2005, January 2007, January 2008, and December The report is targeted to those investors new to the sector as well as those looking for a comprehensive resource to help them better understand key technological or market elements within the industry. See "Price Target Calculation" and "Key Risks to Price Target" sections at the end of this report, where applicable.
See "Important Disclosures and Certifications" section at the end of this report for important disclosures, including potential conflicts of interest. Investors should consider this report as only a single factor in making their investment decision.
As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. does and seeks to do business with companies covered in its research reports.
Finally, we dive into the individual product and end market segments, including forecasts and competitive positioning for both semiconductor vendors and their hardware customers.
#BESI DATACON 2200 EVO MICROSCOPE DRIVERS#
We discuss the major drivers of sector fundamentals, its cyclicality, and emerging trends. Rick Schafer Jason Rechel Shawn Simmons Inside you will find plain-english discussions of the technology behind the semiconductor industry and its major end markets. It is designed for investors new to the space as well as for those seeking a better understanding of key technological and market elements. The Oppenheimer Semiconductors: Technology and Market 7.0 is an updated version of the comprehensive "one-stop-shop" resource for the dynamic and complex semiconductor industry.
#BESI DATACON 2200 EVO MICROSCOPE UPDATE#
1 EQUITY RESEARCH INDUSTRY UPDATE OctoTECHNOLOGY/SEMICONDUCTORS & COMPONENTS Semiconductors: Technology and Market Primer 7.0 SUMMARY The Oppenheimer Semiconductors: Technology and Market Primer 7.0 provides a complete overview of the semiconductor industry, both from a technology and market perspective.
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