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November 10, 2003 RELEASE

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IC Insights’ New Emerging IC Markets Report Forecasts the Top 10

Wireless IC Suppliers to Grow 25% in 2003

Four Semiconductor Companies — Infineon, Intel, Qualcomm, and Philips —

Forecast to Register Greater Than 25% Growth in 2003

Scottsdale, Arizona — November 10, 2003 — IC Insights today released its forecast for the 2003 ranking of worldwide top 10 semiconductor wireless IC suppliers (Figure 1). The numbers are for IC sales into all wireless products, not just for cellular handsets.

The opposing fortunes of the total 2003 wired and wireless IC markets reflect the situation in the wired and wireless equipment markets. With wireline system sales forecast to be flat in 2003, it follows that the wired communications IC market is forecast to increase by only 5 percent. However, a strong showing in the 2003 cellular phone system and wireless network sales segment is expected to drive a 25 percent surge in the wireless communications IC market (compared to 15 percent growth forecast for the total 2003 IC market).

IC Insights forecasts that, on the strength of wireless IC sales, the total communications IC market will increase 20 percent in 2003 and another 26 percent in 2004. However, the total communications IC market is not forecast to exceed the 2000 "high-point" ($41.5B) until 2007!

Figure 1

Over the past few years, TI has dedicated itself to be the leading IC supplier to the wireless communications systems industry and in particular the cellular handset market. The company has expanded its product portfolio to target the cellular handset market. TI supplies not only advanced and highly integrated DSPs, but also analog baseband devices, power-management components, and small-signal and RF analog ICs (including SiGe devices).

In mid-2002, Infineon purchased Ericsson’s IC business for about $400 million dollars. The combination of fully incorporating the Ericsson business into the Infineon portfolio and the 19 percent increase in the value of the euro in 2003 is forecast to contribute to Infineon registering the highest growth rate in the top ten listing (39 percent). As shown, Infineon is forecast to rank as the seventh largest wireless supplier in 2003.

Even with Motorola’s decision to sell complete cellular phone solutions (including ICs, software, and design technology) to non-Motorola handset producers, the company is forecast to grow its wireless IC sales only 10 percent in 2003 (and drop from ranking third in 2002 to the fourth position in 2003). With Motorola’s decision to spin off its semiconductor division, the company may have more opportunities to pursue acquisitions in the wireless field or serve customers that are direct competitors to Motorola’s cellular phone division.

Intel, ranked as the fifth largest wireless IC supplier in 2003, is dedicating a tremendous amount of resources to target the DSP (i.e., baseband ICs) and logic portions of the cellular phone IC market. However, in 2003, over 80 percent of Intel’s wireless IC revenue is forecast to be from its flash memory sales.

IC Insights’ 2004 edition of Emerging IC Markets will be released this month. The report includes an extensive IC end-use application database and forecast as well as individual sections covering wireless networking, cellular phones, video games machines, automotive electronics, digital cameras, PCs, DVDs, digital TVs, and more. The single copy report price is $1,790 (binder or CD-ROM) with Internet-access and company-wide license options also available.

About IC Insights

IC Insights, Inc., based in Scottsdale, Arizona, is dedicated to providing high-quality, cost-effective market research for the integrated circuit industry. Founded in 1997, IC Insights offers coverage of global economic trends, IC market forecasts, capital spending and fab capacity trends, product market details, and technology trends, as well as complete IC company profiles and evaluations of emerging markets for ICs.

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