DataQuest a company of MThe Dun & Bradstreet Corporation 7th April Dear Client, NEW FORMAT—MARKET SHARE DATA Dataquest's Eviropean Components Group completed preliminary 1988 European semiconductor market share estimates, which are enclosed herein. In the past, clients of the European Semiconductor Industry Service (ESIS) have received this data as a loose-leaf service section to be filed in their binder set. For your convenience we are now publishing this data in the form of a booklet. This booklet can still be filed as before, but offers much greater ease of use "on the move". We have also presented the market share estimates in a ranked format, rather than in alphabetical format, for your ease in comparing of vendors' market positions in different products and technologies. The previous year's rank is also shown for reference. Extra analysis is given, such as percentage market share for each vendor, for further ease in interpreting the estimates. We hope this helps make our estimates more usefuL to you. We would be interested in your comments regarding this new format. Yours sincerely %Y^^ • Bypon Harding Research Analyst European Components Group. 1290 Ridder Park Drive, San Jose, CA 95131-2398 (408) 437-8000 Telex 171973 Fax (408) 437-0292 European Semiconductor Industry Service Volume III—Companies E)ataQuest nn acompanyof IISI TheDun&Biadstreetcorporation 12^ Ridder Park Drive San Jose, California 95131-2398 (408) 437-8000 Telex: 171973 I^: (408) 437-0292 Sales/Service Offices: UNITED KINGDOM FRANCE EASTERN U.S. Dataquest Europe Limited Dataquest Europe SA Dataquest Boston Roussel House, Tour Gallieni 2 1740 Massachusetts Ave. Broadwater Park 36, avenue Gallieni Boxborough, MA 01719-2209 Denham, Uxbridge, Middx UB9 5HP 93175 Bagnolet Cedex (508) 264-4373 England France Telex: 171973 0895-835050 (1)48 97 31 00 Fax: (508) 635-0183 Telex: 266195 Telex: 233 263 Fax: 0895 835260-1-2 Fax: (1)48 97 34 00 GERMANY JAPAN KOREA Dataquest Europe GmbH Dataquest Japan, Ltd. Dataquest Korea Rosenkavalierplatz 17 Taiyo Ginza Building/2nd Floor Daeheung Bldg. 505 D-8000 Munich 81 7-14-16 Ginza, Chuo-ku 648-23 Yeoksam-dong West Germany Tokyo 104 Japan Kangnam-gu, Seoul 135 Korea (089)91 10 64 (03)546-3191 011-82-2-552-2332 Telex: 5218070 Telex: 32768 Fax: 011-82-2-552-2661 Fax: (089)91 21 89 Fax: (03)546-3198 The content of this report represents our interpretation and analysis of information generally avail­ able to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients. This information is not fiimished in connection with a sale or offer to sell securities, or in connec­ tion with the solicitation of an offer to buy securities. This firm and its parent and/or their officers, stockholders, or mdinbers of their families may, from time to time, have a long or short position in the securities mentioned and may sell or buy such securities. Printed in the United States of America. All rights reserved. No part of this publication may be reproduced, stored in retrieval systems, or transmitted, in any form or by any means—mechanical, electronic, photocopying, duplicating, microfilming, videotape, or otherwise—without the prior written permission of the publisher. © 1990 Dataquest Incorporated Introduction to the Service EUROPEAN SEMICONDUCTOR INDUSTRY SERVICE Dataquest's European Semiconductor Industry Service (ESIS) is a comprehensive information service covering the European semiconductor industry. It is a product-oriented, executive-level perspective intended to assist with strategic decisions of key executives and product managers of semiconductor manufacturing companies, suppliers to the semiconductor industry, semiconductor users, and other businesses or institutions interested in the semiconductor industry. The service consists of the following: • Data-base reference notebooks containing sections that are continually revised and updated as developments occur or additional information becomes available Research newsletters and bulletins on current industry issues and events An inquiry service providing access to Dataquest's European Components Group Client Inquiry Center and access to the European Components Group Research Staff The IC Europe monthly report, providing timely information on European high-technology industries and 1992 An annual conference in Europe, with industry experts discussing developments of current interest and importance Access to Dataquest's semiconductor on-line information service and The PQ Monday Report, providing pricing and lead-time updates Access to Dataquest's European semiconductor library resources SERVICE STRUCTURE The service analyzes and reports on the products, markets, and major companies in the semiconductor industry in Europe as a whole and in individual countries. The service does the following: • Provides semiconductor consumption forecasts in the following ways: By product technology By product function By application market—includes data processing, communications, industrial, military, consumer, and transportation ESIS Volume III © 1989 Dataquest Incorporated February 0003069 Introduction to the Service • Analyzes European semiconductor markets for the following regions: Benelux—includes Belgium, Luxembourg, and the Netherlands France Italy Scandinavia—includes Denmark, Finland, Norway, and Sweden United Kingdom and Ireland West Germany Rest of Europe—includes Austria, Portugal, Spain, and Switzerland • Identifies services and suppliers to the European semiconductor industry • Analyzes the forces affecting the European semiconductor market, such as: Supply and demand Technological developments - Economic issues Government policies Distribution SERVICE ORGANIZATION Volume I Volume I contains separate sections for each of the European geographical regions covered by the service, and each regional section covers the following topics: • Overview—discussion of the economic environment • Semiconductor Device Markets—analysis of the local markets by technology and function % © 1989 Dataquest Incorporated February ESIS Volume IE 0003069 Introduction to the Service • Application Markets—analysis of local application markets for semiconductors in data processing, communications, industrial, consumer, military, and transportation sectors • Plant Locations—manufacturing locations by company within the region • Design Center Locations—semiconductor design center locations by company for the region Volume n Volume n, which discusses Europe as a whole, is divided into the following topics: European Overview—covers analysis of trends in capital and research and development expenditures, venture capital, and government and private investment; discusses the European economic environment and channels of distribution Semiconductor Device Markets—analyzes the European market for integrated circuits, discrete devices, and optoelectronics, by technology and function Semiconductor Application Markets—analyzes the European application markets for semiconductors in data processing, communications, industrial, consumer, military, and transportation sectors Major Users—analyzes the major semiconductor users in Europe Services and Suppliers to the Semiconductor Industry—identifies the key services and suppliers to the European semiconductor industry: assembly services, capital equipment suppliers, design services, materials suppliers, testing services, and wafer fabrication services Memory—analyzes the European memory semiconductor markets Microcomponents—analyzes the European microcontroller, microprocessor, and microperipheral markets Volume m Volume ni, which contains the company-related data, is divided into the following topics: • European Plant Locations—lists the plant locations for all major semiconductor manufacturers ESIS Volume III © 1989 Dataquest Incorporated February 0003069 Introduction to the Service • European Design Center Locations—lists the design center locations for worldwide semiconductor companies in Europe • European Semiconductor Production—analyzes wafer fabrication in Europe • Company Profiles—profiles selected companies active in Europe Also included in Volume III are Dataquest's Market Share Estimates, which consist of the following: • Worldwide market shares of European companies • European market shares of: European companies U.S. companies Japanese companies Rest of World companies Other Components The ASIC binder contains quantitative and qualitative analyses of the European gate array, cell-based IC, programmable logic, and full-custom businesses. IC Europe is a monthly report on European high-technology industry. It covers a monthly update to the status of the industry, industry highlights, research update, semiconductor pricing and analysis, a thought for the month, and a monthly update on events leading up to 1992. The Newsletters 1988-89 binder contains industry newsletters and bulletins devoted to current topics of specific European interest. In addition, Volumes I, II, and III contain yearly exchange rate tables. The quarterly exchange rate newsletter may be found in the newsletter volume. SERVICE FEATURES AND PROCEDURES Service Sections The document preparation date is shown at the bottom of each page. Sections are updated on a regular basis, and filing instructions are sent with the new updates. © 1989 Dataquest Incorporated February ESIS Volume ID 0003069 Introduction to the Service Newsletters Newsletters are published regularly