Japanese Semiconductor Industry Analysis
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DataQuest nn a company of MiJf The Dun &Bradstreet Corporation June 8, 1989 JAPANESE SEMICONDUCTOR INDUSTRY SERVICE ERRATA Dear Client: In our May research bulletin number 1989-12 entitled "Sony Expands in Silicon Valley: First Step Toward the Video Computer?", Table 2 was incorrectly referenced. Please substitute the enclosed revised research bulletin for the one previously issued. We apologize for any confusion this may have caused. If you have further questions, please call Maria Valenzuela at (408) 437-8423, Denise G. Zertuche Document Administrator Components Group 1290 Ridder Park Drive, San Jose, CA 95131-2398 (408) 437-8000 Telex 171973 Fax (408) 437-0292 DataQuest a company of IhcDunSi BradstiectOxporation ^m Research Newsletter DATA SHOW I989 IhfTRODUCnON NEW PRODUCT ANALYSIS The 17th aninial Data Show exhilritkm fiar conqmters, data processiag products, and related Personal Computers products was held from October 24 through 27, 1989, at the Harumi Exhibiticm Center in Tokyo, The PC and workstation markets have Ji^an. Under the main theme of "New HainK)nious e:q>anded steadily in reqxHise to a robist (temand. Interfiace betw^ Pe(q)le and Mbrmatitni," 155 The PC market is eq)ecially characterized by an coaq>imies (6 percent mcne than last year) exhibit^ increasing enqdiasis on laptop versions. As a result, ihsit latest products and tedmologies ^ Di^ Show li^c^s are shifting fircHn 16-bk to 32-bit machines. 1989. Dataquest estimates that more than 213,800 We sxpect the Isqptop con^puter to serve as a major visitors, representing a 16 percmt increase from tool in systnn integration and strategic information last year, attended die exhibits. service based on a multivendor environment as a Major highlights of Data Show 1989 inchide result of this higher performance. the following: Dataquest observed the following major trends at the show: • Of the 33 companies exhibiting personal com puters and/or word processors, 25 showed 32-bit • Laptop PCs PCs and 19 displayed liq>tc^ PCs. • Woikst^ons were displayed by 38 cranpanies. - Shifting from 16-bit to 32-bit version—e.g., Oki, NEC, and Seiko-Epson • Peripheral equipmoit prodiKts, including handy terminal equipment and storage devices, were - Applying color LCD (display)—e.g., exhibited by 76 companies. Ma^ushita, NEC, and Sharp • Handy terminals were displayed by 13 coaspa.- - Miniaturization of the Japanese A4-size notebook—e.g., IBM and NEC (see Table 1) nies. • Artificial intelligence (AI) products were shown • Desktop PCs by 13 coitq)anies also. - Introduction of OS/2 with Presentation • IC cards and their related products were Manager presented by 12 conq>anies. - Adopting window function for desktop This newsletter provides Dataquest's analysis publishing—e.g., Sliarp of the new products. It examines the future oudook for PCs, electronic scheduler (notebook) {ffoducts, - Introduction of multitask features and word processors. These items will serve - Applying CD-ROM drive—e.g., Fujitsu and increasingly as a major application market for ICs Sony as well as for IC cards as next-goieration storage media. - Application as AI workstation—e.g.. Old 01989 Oataqoeit Incoiponted Occember-Repnductioa Prohibited O00ST6S ISIS Newflelten 1989 1989-28 The content cf^iis report r^jresents our interpretation and analysis of information gerterally available to the public or released by responsible individuals in the subject compaiues, but is not guaranteed as to accuracy or completeness h does not amtmn material provided to us in confider\ce by our clients Individual companies report&i on and amdyzed by Dataquest may be clieras cftfus and/or other Dataquest services This information is nolfiimi^ied in cormection with a sale or offor to sell securities or in connection with die solicitation qftm offer to buy securities This firm and its parent and/or their c^icers, stockholckrs, or members of their fonuUes may.jimn time to time, have a long or dwrt position in the securities mentitmed and may sell or Imy such securities. Dataquest Incorporated, 1290 Ridder Park Drive, San Jose, CA 95131-2398 / (408) 437-8000 / Telex 171973 / Fax (408) 437-0292 DATA SHOW 1989 TABLE 1 Comparison of Available Portable PCs Products Ret Nianber J-3VXSS PC-286 PC9801N 5499 Product Name Dytabock Note Execdive 98 Note Ci>liDe Note \i3[Bj£dCboEcr Toduba Sdki>£{»OD NEC IBM Size (mm) 310x254x44 315x235x35 31(5x253x44 297x210x45 ^IVfeight(Kg) 27 22 29 20 CPU SOC86 UFD70116 equiv. V30 (UPD70116) 80086 Ck)ck (MHz) 10 10 10 8 Meaay (MB) 1^ 0.64 0.64 0.64 (w/RAM-dislc) (w/b RAMkiistO (RAMoid Max 2MB) (RAM Max 2MB) 1 Floppy Dislc 33 inch x 1 N/A 3J bcfa X 1 N/A (72CK/1JMB) O/FOnly) (1MB) O/FOnly) IC Card N/A 2 N/A 2 (128K/64(»Q RAM (128K/512K) or ROM (128ig2MB) Modem Optica Yes (1,200 bps) Option Yes (i;20(V2,400 bps) N/A » Not Available Source: Dataquest December 1989 Electronic Schedulers In this increasingly con:q)etitive market, Casio announced a very smaU (185 x 83 x 25inm) Pocket calculators are, without doubt, typical pocket-size Word processor—the PW-100—at the of the products that have undngone signMcant show. This product is able to transfer data to its changes with the recent advances in semiconductor family word processor and PCs through a RAM technology. Today's calculators ^ipear as mul card (RM-21B). IC cards are used here as a storage tifunctional electronic schedulers, which deserve medium. the name of hand-held PCs. Sharp, a pioneer in die electronic scheduler market, focuses on developing new IC-card application-software packages to enhance functions of electronic schedulers as well IC Cards as Memory as notebook PCs, in addition to minor changes in existing models using the currently available IC When the 64K DRAM dominated die mem cards. One of die major exhibitioiis was NEC's ory business, VCRs and PCs provided the major new-generation electnmic notebook with a bar-code memory IC consun:q)tion sources. This troid has readCT (see Table 2). not changed; now 2S6K and 1Mb DRAMs are used mainly in the manufacture of PCs and of5ce auto mation equqnnent. Originally, the IC menKwy card Pocket-size Word Processor found its primary market in mask ROMs for TV The J^anese word processing madcet appeals games. EEPROM and SRAM IC cards are installed to continue miniaturizing the word processor itself increasingly in the notebook-size PCs, pocket word from notebook size to pocket size. In the process, processors, and electronic schedulers. notebook-size word processors are conq>eting with In the PC market, for PC miniaturization, IC notebook-size PCs, and the pocket-size word cards (and/or RAM cards) are gaining acceptance processors are competing with electronic schedul as an auxiliary monory alternative to floppy disks. ers, thereby losing in this niche market. Depending on prices of memory ICs, the IC cards 0005768 01989 Dauqueat Incorporated December^eprodiictiaa Prohibited JSIS Newtlatten 19S9 1989-28 DATA SHOW 1989 TABLE 2 Specification Comparison of Etet^ronk Schedulers # Product Name DK-500O PA-7500 TBA ManaSactata Casio Siaip NBC lyis^ (Pat) 191x48 96x64 16Gbc64 Maaxy QS) 32 (•+«*) 16 TBA RAM caid option IC Card Y«s Yes No, for SRAM aOfa ROM cavd Hand Copier Yes. CP-9 Yes, CE-50/eCP TBA PC Yes, wUi FA-llO Yes, wMi IC cad TBA type m-7C10 Odier 33" VDD W &ff code reader TBA > To Ba AsuouiKcd Souice: Dttxjnait Decembor 1989 TABUS 3 Floppy Disk versus IC Card Floppy Di^ SIAM Mask ROM (35-indi) IC Card IC Card Price Good Poor Fm Size Eur Good Good Menxxy Capacity •• Good Fair Good AcceraUme Poor Good Good Power Constmqjtion Poor Good Good Sooicc: Dataquait December 1989 may compete with successfully and finally replace applications and then later expands into new appU- floppy disks (see Table 3). cations in the consumer electronics market The use of advanced electronics technologies will continue to boost die value of constmier elec DATAQUEST CONCLUSIONS tronics products. At the same time, these advanced Data Show 1989 successfully displayed a electronics devices are undergoing a major change number of new products for future ofBce and home in purpose—firom family use to personal use. automation. A major point iUustrated by the show Dataquest believes that PCs, word processors, is that further integration of memory ICs gives and electronic schedulers exetcplify the coming of strong indications that new applications will such a personalized electronics era. be created in data processing and consumer electronics. Masanori Murata In Japan, leading-edge semiconductor tech Kaz Hayashi nology usually is first introduced in the industrial 01989 Dauqueit IncoiporMsd Dccember-Repioductioo PrabibiMd 0005768 JSIS Newiletten 1989 1989-28 DataQijest k aconipanvof I ThcPim&ISndstiwtCoqHntlDn Research Newsletter CURRENT TRENDS IN THE JAPANESE MARKET IhTTRODUCnON these products, in time, individuals start to pur V^thin the past decade, m^y of the latest chase some of these items for their home or p^- electronic consumer items to sweep the North sonal use. This is especially true of the Jq}ai^se American and European maikets have originated in market for personal computers, the complex Japan. These products include videotape cassette Ji^anese-language word processors, and facsimiles. players, headphone sterns (Walkman), and CD Recently, a larger number of individuals have heeo. players, to name a few. purchasing these typically office-only items for This newsletter pies«ite Dataquest's analysis their prrvrate use. of recent trends in the currmt Ji^anese market The information gained may provide die reader with some insights into penetrating a specific product Electronic Data Processing Segment market, supplying materials or manufacturing soft Dataquest has observed that personal com ware to enhance a product segment, or pr^aring puter production in Japan has been growing at a for a similar trend in a region other than Ispaa.