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India Research Q3 2009 Market Tracker

Data Processing Market In India


Millions of Dollars

2003 2004
Total Data Processing Domestic Demand $2,769 $3,147

Total Data Processing Manufacturing In India 2003 2004


OEM/Brand Revenue $134 $273
Manufacturing Revenue $123 $255
Units 4,958 6,845

Data Processing Manufacturing Segments


Mainframe & Supercomputers 2003 2004
OEM/Brand Revenues
Manufacturing Revenues

Enterprise Servers 2003 2004


No Significant Production in India
OEM/Brand Revenues $- $-
Manufacturing Revenues $- $-
Units - -
Domestic Demand $192 $204

Workstations 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

Deskbound PCs 2003 2004


No Significant Production in India
OEM/Brand Revenues $- $-
Manufacturing Revenues $- $-
Units - -
Domestic Demand $1,552 $1,671

Fully Configured Deskbound PC Adders 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

Notebook PCs 2003 2004


No Significant Production in India
OEM/Brand Revenues $- $-
Manufacturing Revenues $- $-
Units (1000s) - -
Domestic Demand $128 $217
Fully Configured Mobile PC Adders 2003 2004
OEM/Brand Revenues
Manufacturing Revenues
Units

Entry-Level PC Servers 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units
Domestic Demand $192 $204

Fully Configured Entry-Level PC Server Adders 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

Handheld Computers 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

Internet Appliances 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

Rigid Disk Drive for Computers 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units
Domestic Demand $50 $58

Optical Disk Drive for Computer 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units
Domestic Demand $91 $108

Pocket Data Storage Device 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

Page Printer 2003 2004


OEM/Brand Revenues $1 $1
Manufacturing Revenues $0 $1
Units 3 4
Domestic Demand $56 $64

Serial Printer 2003 2004


OEM/Brand Revenues $58 $57
Manufacturing Revenues $53 $52
Units 752 820
Domestic Demand $119 $134

Graphic Card 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

Monitors 2003 2004


OEM/Brand Revenues $16 $163
Manufacturing Revenues $15 $155
Units 87 1,437
Domestic Demand $340 $423

Smart Cards 2003 2004


No Significant Production in India
OEM/Brand Revenues $- $-
Manufacturing Revenues $- $-
Units - -

Memory Cards 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

DRAM Upgrade Modules 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

Removable Magnetic Storage 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

Flash Storage Cards 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

Battery Chargers for Personal DP 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

Other Data Storage 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units
Other Input Output 2003 2004
OEM/Brand Revenues $41 $39
Manufacturing Revenues $36 $35
Units 324 229

Other Dedicated Systems 2003 2004


OEM/Brand Revenues $19 $13
Manufacturing Revenues $17 $12
Units 3,793 4,354

Other Data Processing 2003 2004


OEM/Brand Revenues
Manufacturing Revenues
Units

Syscom opens Asia’s largest smart card


manufacturing facility in India with a production
capacity of 200 million smart cards per year.
Index

2005 2006 2007 2008 2009 2010 2011 2012


$3,516 $3,943 $6,784 $7,404 $7,439 $8,462 $9,622 $10,972

2005 2006 2007 2008 2009 2010 2011 2012


$321 $376 $1,910 $4,803 $5,085 $5,809 $6,719 $7,819
$300 $352 $1,704 $4,301 $4,530 $5,193 $6,026 $7,033
6,249 7,207 82,750 320,635 414,881 538,173 698,336 906,458

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012

$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
- - - - - - - -
$216 $229 $675 $716 $758 $804 $852 $903

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012

$- $- $720 $1,641 $1,567 $1,662 $1,811 $1,974


$- $- $612 $1,446 $1,336 $1,418 $1,545 $1,683
- - 1,200 3,311 3,236 3,516 3,917 4,365
$1,805 $1,949 $3,105 $2,805 $2,518 $2,744 $2,964 $3,201

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012

$- $- $320 $1,425 $1,417 $1,568 $1,737 $1,937


$- $- $272 $1,211 $1,205 $1,333 $1,477 $1,647
- - 400 1,644 1,672 1,897 2,163 2,476
$283 $367 $735 $2,011 $1,992 $2,391 $2,869 $3,443
2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

$216 $229 $242 $257 $272 $289 $306 $324

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

$67 $78 $91 $105 $122 $141 $164 $190

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

$125 $145 $169 $196 $227 $263 $305 $354

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012


$1 $2 $2 $3 $4 $5 $7 $9
$1 $2 $2 $3 $4 $5 $6 $8
6 8 12 17 24 34 48 68
$72 $81 $92 $104 $117 $132 $150 $169

2005 2006 2007 2008 2009 2010 2011 2012


$56 $58 $60 $62 $65 $68 $71 $74
$51 $53 $55 $57 $60 $63 $65 $68
894 1,074 1,182 1,327 1,450 1,585 1,733 1,897
$147 $162 $178 $196 $215 $237 $261 $287

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012


$202 $250 $486 $603 $748 $960 $1,232 $1,582
$192 $238 $462 $573 $710 $912 $1,171 $1,503
1,883 2,466 5,064 6,634 8,690 11,384 14,913 19,537
$507 $609 $731 $877 $1,052 $1,263 $1,515 $1,818

2005 2006 2007 2008 2009 2010 2011 2012

$- $- $246 $984 $1,189 $1,438 $1,739 $2,102


$- $- $233 $935 $1,130 $1,366 $1,652 $1,997
- - 70,200 302,240 392,912 510,786 664,021 863,228

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India


2005 2006 2007 2008 2009 2010 2011 2012
$48 $52 $59 $64 $70 $77 $84 $93
$43 $47 $53 $58 $63 $69 $76 $84
250 281 380 429 488 558 640 740

2005 2006 2007 2008 2009 2010 2011 2012


$13 $14 $17 $20 $25 $31 $38 $48
$12 $13 $15 $18 $23 $28 $34 $43
3,217 3,378 4,312 5,539 7,128 9,186 11,853 15,312

2005 2006 2007 2008 2009 2010 2011 2012

No Significant Production in India


2013
$12,211

2013
$9,069
$8,180
1,176,924

2013

2013

$-
$-
-
$958

2013

2013

$2,149
$1,834
4,860
$3,457

2013

2013

$2,168
$1,843
2,847
$4,131
2013

2013

$344

2013

2013

2013

2013

$221

2013

$411

2013

2013
$12
$11
96
$191

2013
$78
$71
2,076
$315

2013

2013
$2,031
$1,930
25,593
$2,182

2013

$2,469
$2,345
1,122,196

2013

2013

2013

2013

2013

2013
2013
$102
$92
859

2013
$60
$54
19,799

2013
India Research Q3 2009 Market Tracker

Data Processing - Deskbound PCs


Millions of Dollars, Thousands of Units

Deskbound PCs 2003 2004 2005


OEM/Brand Revenue $- $- $-
Manufacturing Revenue $- $- $-
Unit Production 0 0 0
Domestic Demand $220 $450 $850
Assumptions
Assuming a break up ratio of 3:2:1 of desktops, laptops and servers in HP's production of computers.

Semiconductor Consumption For Deskbound PCs


2003 2004 2005
Total Semiconductor $- $- $-
Integrated Circuits (IC) $- $- $-
Memory IC $- $- $-
DRAM $- $- $-
SRAM $- $- $-
Flash Memory $- $- $-
NAND $- $- $-
NOR $- $- $-
Other Non-Volatile Memory $- $- $-
Other Memory $- $- $-
Microcomponent IC $- $- $-
Microprocessor (MPU) $- $- $-
General Purpose MPU $- $- $-
Application Specific MPU $- $- $-
Microcontroller (MCU) $- $- $-
4-bit MCU $- $- $-
8-bit MCU $- $- $-
16-bit MCU $- $- $-
32-bit MCU $- $- $-
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $- $- $-
General Purpose Logic $- $- $-
Standard Logic $- $- $-
Display Drivers $- $- $-
PLD $- $- $-
Logic Application Specific IC $- $- $-
Logic ASSP $- $- $-
Logic ASIC $- $- $-
Analog IC $- $- $-
Standard Linear Analog $- $- $-
Amplifier/Comparator $- $- $-
Voltage Regulator/Reference $- $- $-
Data Converters $- $- $-
Interface $- $- $-
Analog Application Specific IC $- $- $-
Analog ASSP $- $- $-
Analog ASIC $- $- $-
Discretes $- $- $-
RF & Microwave $- $- $-
Power Transistor & Thyristor $- $- $-
Rectifier & Power Diodes $- $- $-
Small Signal & Other Discretes $- $- $-
Optical Semiconductor $- $- $-
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $- $- $-
LEDs $- $- $-
Other Optical $- $- $-
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$- $720 $1,641 $1,567 $1,662 $1,811 $1,974 $2,149
$- $612 $1,446 $1,336 $1,418 $1,545 $1,683 $1,834
0 1,200 3,311 3,236 3,516 3,917 4,365 4,860
$1,600 $3,079 $2,805 $2,518 $2,744 $2,964 $3,201 $3,457

HP's production of computers.

2006 2007 2008 2009 2010 2011 2012 2013


$- $292 $647 $604 $659 $743 $861 $938
$- $263 $582 $544 $595 $673 $778 $847
$- $4 $6 $7 $10 $10 $11 $12
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $0 $1 $2 $5 $6 $6 $7
$- $- $- $1 $5 $6 $6 $6
$- $0 $1 $1 $1 $1 $1 $1
$- $3 $5 $5 $4 $4 $5 $5
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $233 $517 $487 $530 $602 $697 $759
$- $3 $6 $6 $5 $5 $6 $6
$- $3 $6 $6 $5 $5 $6 $6
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $230 $512 $481 $525 $596 $691 $752
$- $230 $512 $481 $525 $596 $691 $752
$- $- $- $- $- $- $- $-
$- $26 $58 $50 $55 $61 $71 $77
$- $14 $33 $27 $29 $32 $38 $41
$- $3 $7 $5 $6 $6 $7 $7
$- $8 $19 $16 $17 $20 $25 $27
$- $- $- $- $- $- $- $-
$- $3 $7 $6 $6 $6 $7 $7
$- $12 $26 $24 $26 $29 $33 $35
$- $12 $26 $24 $26 $29 $33 $35
$- $- $- $- $- $- $- $-
$- $26 $59 $54 $58 $63 $75 $82
$- $- $- $- $- $- $- $-
$- $19 $41 $38 $43 $48 $58 $63
$- $5 $11 $10 $9 $10 $11 $12
$- $3 $7 $6 $6 $6 $7 $7
$- $2 $6 $6 $7 $6 $8 $8
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $2 $6 $6 $7 $6 $8 $8
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Data Processing - Notebook PCs


Millions of Dollars, Thousands of Units

Notebook PCs 2003 2004 2005


OEM/Brand Revenue $- $- $-
Manufacturing Revenue $- $- $-
Unit Production - - -
Domestic Demand $110 $217 $283
Notes
Dell manufactures notebook PCs at its manufacturing facility in Sriperumbudur.

Semiconductor Consumption For Notebook PCs


2003 2004 2005
Total Semiconductor $- $- $-
Integrated Circuits (IC) $- $- $-
Memory IC $- $- $-
DRAM $- $- $-
SRAM $- $- $-
Flash Memory $- $- $-
NAND $- $- $-
NOR $- $- $-
Other Non-Volatile Memory $- $- $-
Other Memory $- $- $-
Microcomponent IC $- $- $-
Microprocessor (MPU) $- $- $-
General Purpose MPU $- $- $-
Application Specific MPU $- $- $-
Microcontroller (MCU) $- $- $-
4-bit MCU $- $- $-
8-bit MCU $- $- $-
16-bit MCU $- $- $-
32-bit MCU $- $- $-
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $- $- $-
General Purpose Logic $- $- $-
Standard Logic $- $- $-
Display Drivers $- $- $-
PLD $- $- $-
Logic Application Specific IC $- $- $-
Logic ASSP $- $- $-
Logic ASIC $- $- $-
Analog IC $- $- $-
Standard Linear Analog $- $- $-
Amplifier/Comparator $- $- $-
Voltage Regulator/Reference $- $- $-
Data Converters $- $- $-
Interface $- $- $-
Analog Application Specific IC $- $- $-
Analog ASSP $- $- $-
Analog ASIC $- $- $-
Discretes $- $- $-
RF & Microwave $- $- $-
Power Transistor & Thyristor $- $- $-
Rectifier & Power Diodes $- $- $-
Small Signal & Other Discretes $- $- $-
Optical Semiconductor $- $- $-
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $- $- $-
LEDs $- $- $-
Other Optical $- $- $-
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$- $320 $1,425 $1,417 $1,568 $1,737 $1,937 $2,168
$- $272 $1,211 $1,205 $1,333 $1,477 $1,647 $1,843
- 400 1,644 1,672 1,897 2,163 2,476 2,847
$367 $735 $2,011 $1,992 $2,391 $2,869 $3,443 $4,131

2006 2007 2008 2009 2010 2011 2012 2013


$- $45 $193 $185 $204 $234 $266 $297
$- $40 $168 $162 $177 $207 $236 $264
$- $2 $8 $7 $7 $6 $7 $8
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $0 $2 $1 $1 $0 $0 $0
$- $0 $2 $1 $1 $0 $0 $0
$- $0 $0 $0 $0 $0 $0 $0
$- $2 $6 $6 $6 $6 $7 $7
$- $- $- $- $- $- $- $-
$- $0 $0 $0 $0 $1 $1 $1
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $0 $0 $0 $0 $1 $1 $1
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $0 $0 $0 $0 $1 $1 $1
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $33 $135 $131 $144 $171 $195 $218
$- $8 $30 $29 $26 $26 $26 $29
$- $1 $3 $4 $3 $4 $4 $5
$- $7 $27 $25 $22 $22 $22 $25
$- $- $- $- $- $- $- $-
$- $25 $105 $102 $118 $145 $169 $189
$- $25 $105 $102 $118 $145 $169 $189
$- $- $- $- $- $- $- $-
$- $5 $25 $23 $26 $29 $33 $37
$- $4 $18 $16 $18 $21 $24 $26
$- $1 $5 $4 $5 $5 $6 $7
$- $2 $8 $7 $8 $10 $11 $12
$- $1 $4 $3 $3 $4 $4 $5
$- $0 $2 $2 $2 $2 $2 $3
$- $1 $6 $6 $7 $9 $10 $11
$- $1 $6 $6 $7 $9 $10 $11
$- $- $- $- $- $- $- $-
$- $3 $15 $14 $16 $17 $20 $22
$- $0 $1 $1 $0 $0 $1 $1
$- $2 $11 $10 $12 $13 $15 $17
$- $1 $2 $2 $2 $2 $3 $3
$- $0 $2 $2 $2 $2 $2 $2
$- $2 $9 $9 $11 $10 $10 $12
$- $1 $4 $4 $6 $4 $4 $4
$- $- $- $- $- $- $- $-
$- $1 $4 $4 $6 $4 $4 $4
$- $- $- $- $- $- $- $-
$- $1 $4 $4 $4 $5 $5 $6
$- $0 $1 $1 $1 $1 $1 $2
$- $- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Data Processing - Page Printers


Millions of Dollars, Thousands of Units

Page Printers 2003 2004 2005


OEM/Brand Revenue $1 $1 $1
Manufacturing Revenue $0 $1 $1
Unit Production 3 4 6

Laser Printers 2003 2004 2005


OEM/Brand Revenue $1 $1 $1
Manufacturing Revenue $0 $1 $1
Unit Production 3 4 6
Notes
The laser printer market in India is growing at 13% in value terms and 42% in volume terms.
HP claims to have around 84 percent share of Indian imaging and printing
product sales.
Semiconductor Consumption For Page Printers
2003 2004 2005
Total Semiconductor $0 $0 $0
Integrated Circuits (IC) $0 $0 $0
Memory IC $0 $0 $0
DRAM $0 $0 $0
SRAM $- $- $-
Flash Memory $0 $0 $0
NAND $- $- $-
NOR $0 $0 $0
Other Non-Volatile Memory $0 $0 $0
Other Memory $- $- $-
Microcomponent IC $0 $0 $0
Microprocessor (MPU) $0 $0 $0
General Purpose MPU $0 $0 $0
Application Specific MPU $- $- $-
Microcontroller (MCU) $- $- $-
4-bit MCU $- $- $-
8-bit MCU $- $- $-
16-bit MCU $- $- $-
32-bit MCU $- $- $-
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $0 $0 $0
General Purpose Logic $0 $0 $0
Standard Logic $0 $0 $0
Display Drivers $- $- $-
PLD $- $- $-
Logic Application Specific IC $0 $0 $0
Logic ASSP $0 $0 $0
Logic ASIC $0 $0 $0
Analog IC $0 $0 $0
Standard Linear Analog $0 $0 $0
Amplifier/Comparator $0 $0 $0
Voltage Regulator/Reference $0 $0 $0
Data Converters $- $- $-
Interface $0 $0 $0
Analog Application Specific IC $- $- $-
Analog ASSP $- $- $-
Analog ASIC $- $- $-
Discretes $0 $0 $0
RF & Microwave $- $- $-
Power Transistor & Thyristor $0 $0 $0
Rectifier & Power Diodes $0 $0 $0
Small Signal & Other Discretes $0 $0 $0
Optical Semiconductor $0 $0 $0
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $0 $0 $0
LEDs $0 $0 $0
Other Optical $0 $0 $0
Sensors & Actuators $0 $0 $0
Index

2006 2007 2008 2009 2010 2011 2012 2013


$2 $2 $3 $4 $5 $7 $9 $12
$2 $2 $3 $4 $5 $6 $8 $11
8 12 17 24 34 48 68 96

2006 2007 2008 2009 2010 2011 2012 2013


$2 $2 $3 $4 $5 $7 $9 $12
$2 $2 $3 $4 $5 $6 $8 $11
8 12 17 24 34 48 68 96

n volume terms.

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $1 $1 $1 1
$0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
India Research Q3 2009 Market Tracker

Data Processing - Serial Printers


Millions of Dollars, Thousands of Units

Serial Printer 2003 2004 2005 2006


OEM/Brand Revenue (Millions of $) $58 $57 $56 $58
Manufacturing Revenue (Millions of $) $53 $52 $51 $53
1000s of units 752 820 894 1,074

Dot Matrix Printer 2003 2004 2005 2006


OEM/Brand Revenue (Millions of $) $58 $57 $56 $58
Manufacturing Revenue (Millions of $) $53 $52 $51 $53
1000s of units 752 820 894 1,024
Notes
The dot-matrix printer market in India is growing at 11% in volume terms and 15% in value terms
Major players in the market are Epson, TVSe, WeP and Lipi.
Leading Suppliers of Inkjet Printers are HP, Canon, Epson., Lexmark
HP claims to have 90% market share, while it does not have any plans to set up inkjet printer manufacturi

Semiconductor Consumption For Serial Printers


2003 2004 2005 2006
Total Semiconductor $9 $10 $9 $9
Integrated Circuits (IC) $8 $8 $7 $7
Memory IC $1 $2 $1 $2
DRAM $1 $1 $1 $1
SRAM $- $- $- $-
Flash Memory $0 $0 $0 $0
NAND $- $- $- $-
NOR $0 $0 $0 $0
Other Non-Volatile Memory $0 $0 $0 $0
Other Memory $- $- $- $-
Microcomponent IC $0 $0 $0 $0
Microprocessor (MPU) $- $- $- $-
General Purpose MPU $- $- $- $-
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $0 $0 $0 $0
4-bit MCU $- $- $- $-
8-bit MCU $0 $0 $0 $0
16-bit MCU $0 $0 $0 $0
32-bit MCU $- $- $- $-
Digital Signal Processor (DSP) $- $- $- $-
DSP ASSP $- $- $- $-
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $4 $4 $4 $4
General Purpose Logic $0 $0 $0 $0
Standard Logic $0 $0 $0 $0
Display Drivers $0 $0 $0 $0
PLD $0 $0 $0 $0
Logic Application Specific IC $4 $4 $3 $3
Logic ASSP $1 $1 $1 $1
Logic ASIC $4 $4 $3 $3
Analog IC $1 $1 $1 $1
Standard Linear Analog $1 $1 $1 $1
Amplifier/Comparator $0 $0 $0 $0
Voltage Regulator/Reference $1 $1 $1 $1
Data Converters $- $- $- $-
Interface $0 $0 $0 $0
Analog Application Specific IC $1 $0 $0 $0
Analog ASSP $1 $0 $0 $0
Analog ASIC $- $- $- $-
Discretes $1 $2 $2 $2
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $1 $1 $1 $1
Rectifier & Power Diodes $0 $0 $0 $0
Small Signal & Other Discretes $0 $0 $0 $0
Optical Semiconductor $0 $1 $1 $1
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $-
LEDs $0 $0 $0 $0
Other Optical $0 $0 $1 $0
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013


$60 $62 $65 $68 $71 $74 $78
$55 $57 $60 $63 $65 $68 $71
1,182 1,327 1,450 1,585 1,733 1,897 2,076

2007 2008 2009 2010 2011 2012 2013


$60 $62 $65 $68 $71 $74 $78
$55 $57 $60 $63 $65 $68 $71
1,116 1,227 1,350 1,485 1,633 1,797 1,976

% in value terms

inkjet printer manufacturing plant for now

2007 2008 2009 2010 2011 2012 2013


$10 $11 $10 $11 $11 $12 $12
$7 $8 $7 $7 $8 $8 $8
$2 $1 $1 $1 $1 $1 $1
$1 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $1 $0 $0 $1 $1 $1
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $1 $0 $0 $1 $1 $1
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $1 $1
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$4 $4 $4 $4 $4 $5 $5
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$4 $4 $4 $4 $4 $4 $4
$1 $1 $1 $1 $1 $1 $2
$3 $3 $3 $3 $3 $3 $3
$2 $2 $1 $1 $2 $2 $2
$1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$1 $1 $0 $0 $1 $1 $1
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$2 $2 $2 $2 $2 $2 $2
$- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $1
$1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $2 $2 $2 $2
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Data Processing - Monitors


Millions of Dollars, Thousands of Units

Monitors 2003 2004 2005 2006


OEM/Brand Revenue $16 $163 $202 $250
Manufacturing Revenue $15 $155 $192 $238
Unit Production 87 1,437 1,883 2,466
Notes
Monitors include CRT terminals, graphic terminals, intelligent terminals, data entry terminals and colo
The current growth in the monitors market in India is approximately 24 percent in value terms and 36

Capacity addition by Dell(1000 of units)


Capacity addition by HP (1000 of units)

TPV is the largest supplier of computer monitors in India with sales of around 1.4 million PC monitors
LCD/TFT monitor shipments have grown by over 200 percent on a yearly basis in 2006 for branded d
Samsung India setting new manufacturing facilities at Chennai and Manesar.
TPV/AOC to sell 1.5 million units in 2007
Dell's new manufacturing plant coming up Sriperumbadur.
Lenovo to invest USD 10 million in India to set up a plant in Baddi (Himachal Pradesh)
The industry is overall growing by 36%
Samsung India manufacturing facilities are expected to commence production of CTVs and monitors
The smaller plant at Baddi, in Himachal Pradesh, India, could start churning out PCs as soon as Septe

Semiconductor Consumption For Monitors


2003 2004 2005 2006
Total Semiconductor $2 $25 $32 $47
Integrated Circuits (IC) $1 $19 $23 $33
Memory IC $0 $0 $0 $0
DRAM $- $- $- $-
SRAM $- $- $- $-
Flash Memory $- $- $- $-
NAND $- $- $- $-
NOR $- $- $- $-
Other Non-Volatile Memory $0 $0 $0 $0
Other Memory $- $- $- $-
Microcomponent IC $0 $1 $1 $3
Microprocessor (MPU) $- $- $- $-
General Purpose MPU $- $- $- $-
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $0 $1 $1 $3
4-bit MCU $- $- $- $-
8-bit MCU $0 $1 $1 $3
16-bit MCU $0 $0 $0 $0
32-bit MCU $0 $0 $0 $0
Digital Signal Processor (DSP) $- $- $- $-
DSP ASSP $- $- $- $-
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $0 $3 $4 $7
General Purpose Logic $0 $0 $0 $1
Standard Logic $0 $0 $0 $1
Display Drivers $- $- $- $-
PLD $- $- $- $-
Logic Application Specific IC $0 $3 $3 $6
Logic ASSP $0 $3 $3 $6
Logic ASIC $- $- $- $-
Analog IC $1 $14 $18 $23
Standard Linear Analog $0 $6 $7 $9
Amplifier/Comparator $0 $1 $1 $2
Voltage Regulator/Reference $0 $4 $4 $5
Data Converters $0 $0 $1 $1
Interface $0 $1 $1 $1
Analog Application Specific IC $1 $9 $11 $14
Analog ASSP $1 $9 $11 $14
Analog ASIC $- $- $- $-
Discretes $1 $7 $8 $13
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $0 $5 $6 $9
Rectifier & Power Diodes $0 $1 $2 $3
Small Signal & Other Discretes $0 $0 $1 $1
Optical Semiconductor $0 $0 $0 $0
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $-
LEDs $0 $0 $0 $0
Other Optical $0 $0 $0 $0
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013


$486 $603 $748 $960 $1,232 $1,582 $2,031
$462 $573 $710 $912 $1,171 $1,503 $1,930
5,064 6,634 8,690 11,384 14,913 19,537 25,593

a entry terminals and color terminals


cent in value terms and 36 percent in volume terms.

400 600 800 1,000 1,000


3,600 3,600 3,600 3,600 3,600

nd 1.4 million PC monitors


asis in 2006 for branded desktop PC players.

ion of CTVs and monitors in August 2007 and will have annual production capacities of 1.5 million units and one million units respectively.
out PCs as soon as September and will eventually have a capacity of two million computers annually, Lenovo said. That plant will have 35

2007 2008 2009 2010 2011 2012 2013


$93 $112 $120 $161 $213 $274 $352
$66 $81 $90 $122 $165 $212 $272
$1 $2 $5 $9 $18 $23 $30
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$1 $2 $5 $9 $18 $23 $30
$- $- $- $- $- $- $-
$7 $9 $11 $16 $20 $26 $33
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$7 $9 $11 $16 $20 $26 $33
$- $- $- $- $- $- $-
$7 $9 $11 $16 $20 $25 $32
$0 $- $- $- $- $- $-
$- $0 $0 $0 $0 $1 $1
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$14 $16 $18 $24 $33 $42 $54
$2 $3 $3 $4 $4 $5 $6
$2 $3 $3 $4 $4 $5 $6
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$12 $14 $15 $21 $29 $37 $48
$12 $14 $15 $21 $29 $37 $48
$- $- $- $- $- $- $-
$44 $53 $56 $73 $94 $121 $155
$17 $21 $20 $25 $31 $40 $52
$4 $5 $5 $6 $8 $10 $13
$10 $10 $10 $12 $16 $20 $26
$- $- $- $- $- $- $-
$4 $5 $5 $6 $8 $10 $13
$26 $32 $36 $48 $63 $81 $104
$26 $32 $36 $48 $63 $81 $104
$- $- $- $- $- $- $-
$26 $30 $28 $37 $47 $60 $77
$- $- $- $- $- $- $-
$17 $18 $17 $23 $30 $38 $49
$6 $7 $7 $9 $11 $14 $18
$3 $4 $4 $5 $6 $8 $10
$1 $1 $1 $2 $1 $2 $2
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $2 $2
$0 $0 $0 $0 $- $- $-
$- $- $- $- $- $- $-
one million units respectively.
o said. That plant will have 350 employees and supply the growing market in India.
India Research Q3 2009 Market Tracker

Data Processing - Other Input Output Manufacturing


Millions of Dollars, Thousands of Units

OEM/Brand Revenue 2003 2004 2005


OEM/Brand Revenue $41 $39 $48
Manufacturing Revenue $36 $35 $43
Unit Production 324 229 250

Computer Keyboard 2003 2004 2005


OEM/Brand Revenue (Millions of $) $3 $0 $1
Manufacturing Revenue (Millions of $) $3 $0 $1
1000s of units 150 40 40

Fax 2003 2004 2005


OEM/Brand Revenue (Millions of $) $12 $12 $13
Manufacturing Revenue (Millions of $) $11 $11 $12
1000s of units 99 109 120

Copiers 2003 2004 2005


OEM/Brand Revenue (Millions of $) $25 $27 $34
Manufacturing Revenue (Millions of $) $23 $24 $31
1000s of units 74 80 90
Notes:
The keyboard market is growing at 33% in volume terms
There is no significant manufacturing for multi-functional office devices.
Market for fax machines is USD 33 Million, out of which about 40% is
The CAGR for Facsimile market from 2002 to 2005 is 10.12% by volume
The CAGR for Copier market from 2003 to 2005 is 10% by volume

Semiconductor Consumption For Data processing Input-Output


2003 2004 2005
Total Semiconductor $5 $6 $6
Integrated Circuits (IC) $3 $3 $3
Memory IC $- $- $-
DRAM $- $- $-
SRAM $- $- $-
Flash Memory $- $- $-
NAND $- $- $-
NOR $- $- $-
Other Non-Volatile Memory $- $- $-
Other Memory $- $- $-
Microcomponent IC $2 $2 $2
Microprocessor (MPU) $- $- $-
General Purpose MPU $- $- $-
Application Specific MPU $- $- $-
Microcontroller (MCU) $2 $2 $2
4-bit MCU $0 $- $-
8-bit MCU $1 $1 $1
16-bit MCU $0 $0 $0
32-bit MCU $0 $0 $0
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $1 $0 $0
General Purpose Logic $0 $0 $0
Standard Logic $0 $0 $0
Display Drivers $0 $0 $0
PLD $0 $0 $0
Logic Application Specific IC $0 $0 $0
Logic ASSP $0 $0 $0
Logic ASIC $- $- $-
Analog IC $1 $1 $1
Standard Linear Analog $0 $0 $0
Amplifier/Comparator $0 $0 $0
Voltage Regulator/Reference $0 $0 $0
Data Converters $0 $0 $0
Interface $0 $0 $0
Analog Application Specific IC $1 $1 $1
Analog ASSP $0 $0 $0
Analog ASIC $1 $1 $1
Discretes $1 $1 $1
RF & Microwave $0 $0 $0
Power Transistor & Thyristor $0 $0 $0
Rectifier & Power Diodes $0 $0 $0
Small Signal & Other Discretes $0 $0 $0
Optical Semiconductor $2 $2 $2
Image Sensors $1 $1 $1
CCD Image Sensors $- $- $-
CMOS Image Sensors $1 $1 $1
Laser Diodes $0 $0 $0
LEDs $0 $0 $0
Other Optical $0 $0 $0
Sensors & Actuators $0 $0 $0
Index

2006 2007 2008 2009 2010 2011 2012 2013


$52 $59 $64 $70 $77 $84 $93 $102
$47 $53 $58 $63 $69 $76 $84 $92
281 380 429 488 558 640 740 859

2006 2007 2008 2009 2010 2011 2012 2013


$1 $3 $4 $4 $5 $7 $8 $10
$1 $3 $3 $4 $5 $6 $8 $9
50 132 164 203 252 312 387 480

2006 2007 2008 2009 2010 2011 2012 2013


$13 $15 $15 $15 $16 $17 $18 $19
$12 $13 $14 $14 $14 $15 $16 $17
132 139 146 153 160 168 177 186

2006 2007 2008 2009 2010 2011 2012 2013


$38 $41 $46 $50 $55 $61 $67 $73
$34 $37 $41 $45 $50 $55 $60 $66
99 109 120 132 145 160 176 194

2006 2007 2008 2009 2010 2011 2012 2013


$6 $7 $7 $7 $8 $9 $10 $10
$4 $4 $5 $5 $5 $6 $7 $7
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$2 $2 $3 $2 $3 $3 $3 $4
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$2 $2 $3 $2 $3 $3 $3 $4
$- $- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $1 $1 $1 $1
$0 $1 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $1 $1 $1 $1 $1 $1 $1
$0 $1 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$1 $1 $1 $1 $2 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $2 $2 $2 $2
$0 $0 $0 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $2 $2 $2 $2 $2 $2 $2
$1 $1 $1 $0 $0 $0 $0 $0
$0 $0 $0 $0 $- $- $- $-
$1 $1 $1 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
India Research Q3 2009 Market Tracker

Smart Cards
Millions of Dollars, Thousands of Units

2003 2004 2005


OEM/Brand Revenue - - -
Manufacturing Revenue $- $- $-
Unit Production $- $- $-
Unit Price ($) - - -
Domestic Demand NA NA NA
Notes
1. Domestic demand for smart cards is more than 150 million units per year and growing at a CAGR o
2. In India much of the demand is from the telecom and the banking sector.
3. Indian SIM card market is valued at around Rs 100 crore annually-Bartronics.

Semiconductor Consumption For Data Processing Input-Output


2003 2004 2005
Total Semiconductor $- $- $-
Integrated Circuits (IC) $- $- $-
Memory IC $- $- $-
DRAM $- $- $-
SRAM $- $- $-
Flash Memory $- $- $-
NAND $- $- $-
NOR $- $- $-
Other Non-Volatile Memory $- $- $-
Other Memory $- $- $-
Microcomponent IC $- $- $-
Microprocessor (MPU) $- $- $-
General Purpose MPU $- $- $-
Application Specific MPU $- $- $-
Microcontroller (MCU) $- $- $-
4-bit MCU $- $- $-
8-bit MCU $- $- $-
16-bit MCU $- $- $-
32-bit MCU $- $- $-
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $- $- $-
General Purpose Logic $- $- $-
Standard Logic $- $- $-
Display Drivers $- $- $-
PLD $- $- $-
Logic Application Specific IC $- $- $-
Logic ASSP $- $- $-
Logic ASIC $- $- $-
Analog IC $- $- $-
Standard Linear Analog $- $- $-
Amplifier/Comparator $- $- $-
Voltage Regulator/Reference $- $- $-
Data Converters $- $- $-
Interface $- $- $-
Analog Application Specific IC $- $- $-
Analog ASSP $- $- $-
Analog ASIC $- $- $-
Discretes $- $- $-
RF & Microwave $- $- $-
Power Transistor & Thyristor $- $- $-
Rectifier & Power Diodes $- $- $-
Small Signal & Other Discretes $- $- $-
Optical Semiconductor $- $- $-
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $- $- $-
LEDs $- $- $-
Other Optical $- $- $-
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


- 246 984 1,189 1,438 1,739 2,102 2,469
$- $233 $935 $1,130 $1,366 $1,652 $1,997 $2,345
$- $70,200 $302,240 $392,912 $510,786 $664,021 $863,228 $1,122,196
- 4 3 3 3 3 2 2
NA $150,000 $213,000 $302,460 $429,493 $609,880 $866,030 $1,229,763

year and growing at a CAGR of 45%.

2006 2007 2008 2009 2010 2011 2012 2013


$- $80 $317 $340 $412 $533 $668 $785
$- $80 $317 $340 $412 $533 $668 $785
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $80 $317 $340 $412 $533 $668 $785
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $80 $317 $340 $412 $533 $668 $785
$- $- $- $- $- $- $- $-
$- $57 $221 $243 $277 $347 $407 $478
$- $21 $89 $89 $123 $170 $237 $279
$- $2 $7 $8 $11 $16 $24 $28
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Data Processing - Other Dedicated Systems


Millions of Dollars, Thousands of Units

Other Dedicated Systems 2003 2004 2005


OEM/Brand Revenue (Millions of $) $19 $13 $13
Manufacturing Revenue (Millions of $) $17 $12 $12
Unit Production 3,793 4,354 3,217

Calculators 2003 2004 2005


OEM/Brand Revenue (Millions of $) $7 $7 $7
Manufacturing Revenue (Millions of $) $6 $7 $6
Unit Production 3,392 4,083 2,916

Electronic Typewriters 2003 2004 2005


OEM/Brand Revenue (Millions of $) $12 $6 $6
Manufacturing Revenue (Millions of $) $11 $5 $5
Unit Production 400 270 300

Word Processor 2003 2004 2005


OEM/Brand Revenue (Millions of $) 0 0 0
Manufacturing Revenue (Millions of $) 0 0 0
Unit Production 0 0 0

Cash Registers 2003 2004 2005


OEM/Brand Revenue (Millions of $) $0 $0 $0
Manufacturing Revenue (Millions of $) $0 $0 $0
Unit Production 1 1 1

Card/Paper Readers 2003 2004 2005


OEM/Brand Revenue (Millions of $) $- $0 $0
Manufacturing Revenue (Millions of $) $- $0 $0
Unit Production - 0 0
Notes
The growth in the market for dedicated systems is 5% by volume

Semiconductor Consumption for Data Processing Other Dedicated Systems


2003 2004 2005
Total Semiconductor $2 $1 $2
Integrated Circuits (IC) $2 $1 $1
Memory IC $0 $0 $0
DRAM $0 $0 $0
SRAM $0 $0 $0
Flash Memory $- $- $-
NAND $- $- $-
NOR $- $- $-
Other Non-Volatile Memory $0 $0 $0
Other Memory $0 $0 $0
Microcomponent IC $1 $0 $1
Microprocessor (MPU) $0 $0 $0
General Purpose MPU $0 $0 $0
Application Specific MPU $- $- $-
Microcontroller (MCU) $0 $0 $0
4-bit MCU $- $- $-
8-bit MCU $0 $0 $0
16-bit MCU $0 $0 $0
32-bit MCU $0 $0 $0
Digital Signal Processor (DSP) $0 $0 $0
DSP ASSP $0 $0 $0
DSP ASIC $0 $0 $0
Multipurpose & Other DSP $0 $0 $0
Logic IC $0 $0 $0
General Purpose Logic $0 $0 $0
Standard Logic $0 $0 $0
Display Drivers $- $- $-
PLD $0 $0 $0
Logic Application Specific IC $0 $0 $0
Logic ASSP $0 $0 $0
Logic ASIC $0 $0 $0
Analog IC $1 $0 $0
Standard Linear Analog $0 $0 $0
Amplifier/Comparator $0 $0 $0
Voltage Regulator/Reference $0 $0 $0
Data Converters $0 $0 $0
Interface $0 $0 $0
Analog Application Specific IC $0 $0 $0
Analog ASSP $0 $0 $0
Analog ASIC $0 $0 $0
Discretes $0 $0 $0
RF & Microwave $0 $0 $0
Power Transistor & Thyristor $0 $0 $0
Rectifier & Power Diodes $0 $0 $0
Small Signal & Other Discretes $0 $0 $0
Optical Semiconductor $0 $0 $0
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $0 $0 $0
LEDs $0 $0 $0
Other Optical $0 $0 $0
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$14 $17 $20 $25 $31 $38 $48 $60
$13 $15 $18 $23 $28 $34 $43 $54
3,378 4,312 5,539 7,128 9,186 11,853 15,312 19,799

2006 2007 2008 2009 2010 2011 2012 2013


$8 $10 $13 $17 $22 $28 $37 $48
$7 $9 $12 $15 $19 $25 $33 $43
3,062 3,980 5,174 6,727 8,745 11,368 14,778 19,212

2006 2007 2008 2009 2010 2011 2012 2013


$6 $7 $7 $8 $9 $10 $11 $12
$6 $6 $6 $7 $8 $9 $9 $10
315 331 364 400 440 484 533 586

2006 2007 2008 2009 2010 2011 2012 2013


0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0
1 1 1 1 1 1 1 1

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0 0 0 0 0 0 0 0

cated Systems
2006 2007 2008 2009 2010 2011 2012 2013
$1 $2 $2 $3 $3 $4 $5 $6
$1 $2 $2 $3 $3 $4 $5 $6
$0 $1 $1 $1 $1 $1 $1 $2
$0 $0 $1 $1 $1 $1 $1 $2
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $1 $1 $1 $1 $1 $1 $2
$0 $0 $1 $1 $1 $1 $1 $1
$0 $0 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Wired Communications Market In India


Millions of Dollars, Thousands of Units

2003 2004
Total Wired Communications Domestic Demand NA $6,667

Total Wired Communication Manufacturing 2003 2004


OEM/Brand Revenue $629 $593
Manufacturing Revenue $590 $555
Unit Production 7,236 7,529

Wired Communication Manufacturing Segments


Conventional Corded Telephones 2003 2004
OEM/Brand Revenue $38 $43
Manufacturing Revenue $36 $40
Unit Production 2,119 2,641

LAN Cards 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

LAN Switches & Hubs 2003 2004


OEM/Brand Revenue $34 $41
Manufacturing Revenue $27 $33
Unit Production

Routers - High End 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Routers - Low End 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

SAN Switches 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

SAN HBAs (Host Bus Adapters) 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production
Digital WAN (OEO or all E) 2003 2004
OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Digital Loop Carrier & Access 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

xDSL DSLAM 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Cable Modem Headend 2003 2004


OEM/Brand Revenue $3 $3
Manufacturing Revenue $3 $3
Unit Production 28 31

RAC & RAS 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Other Local Loop 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Optical WAN 2003 2004


OEM/Brand Revenue $- $7
Manufacturing Revenue $- $7
Unit Production

ISDN & IDSL Modems 2003 2004


OEM/Brand Revenue $0 $1
Manufacturing Revenue $0 $1
Unit Production 10 8

xDSL Modems 2003 2004


OEM/Brand Revenue $- $-
Manufacturing Revenue $- $-
Unit Production - -

Cable Modem -No Significant Production In India 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Analog Modem 2003 2004


OEM/Brand Revenue $- $-
Manufacturing Revenue $- $-
Unit Production - -

Enterprise Voice Networks 2003 2004


OEM/Brand Revenue $54 $46
Manufacturing Revenue $49 $42
Unit Production 852 680

CO PSTN Switch 2003 2004


OEM/Brand Revenue $367 $384
Manufacturing Revenue $348 $365
Unit Production 4,019 3,930

CO Analog Line Cards 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Broadcast & Studio 2003 2004


OEM/Brand Revenue $50 $26
Manufacturing Revenue $48 $25
Unit Production 208 238

SDH Termination Boxes 2003 2004


OEM/Brand Revenue $- $-
Manufacturing Revenue $- $-
Unit Production - -

Other Communications 2003 2004


OEM/Brand Revenue $84 $42
Manufacturing Revenue $80 $40
Unit Production
Index

2005 2006 2007 2008 2009 2010 2011 2012 2013


$8,000 $9,200 $10,580 $11,638 $12,802 $14,082 $15,490 $17,039 $18,743

2005 2006 2007 2008 2009 2010 2011 2012 2013


$730 $764 $831 $1,150 $1,238 $1,351 $1,491 $1,666 $1,895
$663 $647 $702 $973 $1,042 $1,130 $1,246 $1,393 $1,584
10,962 13,555 10,984 9,476 9,656 10,149 10,710 11,394 12,162

2005 2006 2007 2008 2009 2010 2011 2012 2013


$55 $43 $38 $11 $10 $10 $9 $9 $9
$53 $36 $31 $9 $8 $8 $8 $7 $7
3,781 3,249 3,160 1,035 1,056 1,077 1,099 1,121 1,143

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013


$47 $54 $62 $71 $81 $93 $106 $116 $128
$40 $46 $52 $60 $68 $77 $88 $97 $106

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India


2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013


$3 $3 $3 $2 $2 $2 $2 $2 $1
$3 $3 $2 $2 $2 $2 $1 $1 $1
34 36 38 41 43 45 48 48 48

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013


$10 $15 $59 $100 $141 $200 $284 $404 $573
$8 $12 $49 $84 $118 $167 $237 $336 $478

2005 2006 2007 2008 2009 2010 2011 2012 2013


$1 $2 $2 $3 $4 $6 $9 $12 $18
$1 $2 $2 $3 $4 $5 $7 $10 $15
12 30 30 55 77 124 199 321 516

2005 2006 2007 2008 2009 2010 2011 2012 2013


$5 $11 $11 $17 $18 $21 $23 $26 $29
$5 $9 $9 $15 $15 $17 $19 $22 $24
131 292 312 563 619 801 996 1,243 1,513

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013


$7 $12 $10 $11 $11 $12 $12 $12 $13
$6 $10 $8 $10 $9 $10 $10 $10 $11
524 979 842 994 984 1,134 1,306 1,505 1,734

2005 2006 2007 2008 2009 2010 2011 2012 2013


$62 $63 $64 $66 $68 $70 $72 $74 $77
$56 $53 $54 $56 $57 $58 $60 $62 $64
942 953 964 995 1,027 1,059 1,093 1,128 1,164

2005 2006 2007 2008 2009 2010 2011 2012 2013


$429 $444 $458 $472 $487 $501 $516 $530 $544
$388 $376 $388 $400 $409 $418 $430 $442 $454
5,256 7,711 5,311 5,338 5,365 5,392 5,422 5,449 5,452

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013


$47 $50 $53 $56 $59 $62 $64 $67 $70
$45 $42 $45 $47 $49 $51 $54 $56 $59
283 305 327 349 372 394 414 436 436

2005 2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $263 $275 $288 $302 $316 $331
$- $- $- $222 $233 $244 $256 $268 $281
- - - 105 113 122 132 143 154

2005 2006 2007 2008 2009 2010 2011 2012 2013


$62 $67 $72 $77 $82 $87 $92 $97 $102
$59 $57 $61 $65 $69 $73 $77 $81 $85
India Research Q3 2009 Market Tracker

Wired Communications - Conventional Corded Phones


Millions of Dollars, Thousands of Units

Conventional Corded Phones 2003


OEM/Brand Revenue $38
Manufacturing Revenue $36
Unit Production 2,119

Subscriber base of Fixed Line Phones including WLL (F) 42,090,000


Net Subscriber Additions Per Year 2,230,000
Net Additions in Corded Phones 2,230,000
Percent of corded phones manufactured locally 95%
Locally manufactured corded phones 2,118,500
Average Cost of a Phone(USD) $18
OEM/Brand Revenue $37,596,313
Manufacturing Revenue $35,716,498
Note
According to TRAI there were 40.819 million fixed lines in April 2007. (Excluding wll)

Semiconductor Consumption For Wired Communications - Conventional Corded Phones


2003
Total Semiconductor $6
Integrated Circuits (IC) $6
Memory IC $0
DRAM $-
SRAM $-
Flash Memory $-
NAND $-
NOR $-
Other Non-Volatile Memory $-
Other Memory $0
Microcomponent IC $1
Microprocessor (MPU) $-
General Purpose MPU $-
Application Specific MPU $-
Microcontroller (MCU) $1
4-bit MCU $0
8-bit MCU $0
16-bit MCU $0
32-bit MCU $-
Digital Signal Processor (DSP) $-
DSP ASSP $-
DSP ASIC $-
Multipurpose & Other DSP $-
Logic IC $1
General Purpose Logic $0
Standard Logic $0
Display Drivers $0
PLD $0
Logic Application Specific IC $1
Logic ASSP $1
Logic ASIC $-
Analog IC $4
Standard Linear Analog $0
Amplifier/Comparator $0
Voltage Regulator/Reference $0
Data Converters $0
Interface $0
Analog Application Specific IC $4
Analog ASSP $4
Analog ASIC $-
Discretes $0
RF & Microwave $-
Power Transistor & Thyristor $0
Rectifier & Power Diodes $0
Small Signal & Other Discretes $0
Optical Semiconductor $-
Image Sensors $-
CCD Image Sensors $-
CMOS Image Sensors $-
Laser Diodes $-
LEDs $-
Other Optical $-
Sensors & Actuators $-
2004 2005 2006 2007 2008 2009
$43 $55 $43 $38 $11 $10
$40 $53 $36 $31 $9 $8
2,641 3,781 3,249 3,160 1,035 1,056

44,870,000 48,850,000 52,269,500 55,667,018 56,780,358 57,915,965


2,780,000 3,980,000 3,419,500 3,397,518 1,113,340 1,135,607
2,780,000 3,980,000 3,419,500 3,397,518 1,113,340 1,135,607
95% 95% 95% 93% 93% 93%
2,641,000 3,781,000 3,248,525 3,159,691 1,035,407 1,056,115
$16 $15 $13 $12 $11 $10
$42,608,133 $55,454,667 $43,313,667 $37,916,295 $11,182,390 $10,265,434
$40,477,727 $52,681,933 $35,950,343 $31,470,525 $9,281,384 $8,417,656

2007. (Excluding wll)

Conventional Corded Phones


2004 2005 2006 2007 2008 2009
$6 $8 $7 $6 $5 $4
$6 $8 $6 $5 $5 $4
$0 $0 $0 $0 $0 $0
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$0 $0 $0 $0 $0 $0
$1 $1 $0 $0 $0 $0
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$1 $1 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $1 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$- $0 $0 $0 $0 $0
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $0
$1 $1 $1 $1 $1 $0
$- $- $- $- $- $-
$5 $6 $5 $4 $4 $3
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$4 $6 $5 $4 $3 $3
$4 $6 $5 $4 $3 $3
$- $- $- $- $- $-
$0 $0 $0 $0 $0 $0
$- $- $- $- $- $-
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
Index

2010 2011 2012 2013


$10 $9 $9 $9
$8 $8 $7 $7
1,077 1,099 1,121 1,143

59,074,284 60,255,770 61,460,885 62,690,103


1,158,319 1,181,486 1,205,115 1,229,218
1,158,319 1,181,486 1,205,115 1,229,218
93% 93% 93% 93%
1,077,237 1,098,782 1,120,757 1,143,172
$9 $8 $8 $8
$9,633,084 $9,334,458 $9,045,090 $8,764,692
$7,899,129 $7,560,911 $7,326,523 $7,099,401

2010 2011 2012 2013


$4 $5 $5 $5
$4 $5 $5 $5
$0 $0 $0 $0
$- $- $- $-
$- $- $- $-
$- $- $- $-
$- $- $- $-
$- $- $- $-
$- $- $- $-
$0 $0 $0 $0
$0 $0 $0 $0
$- $- $- $-
$- $- $- $-
$- $- $- $-
$0 $0 $0 $0
$0 $0 $0 $0
$0 $0 $0 $0
$0 $0 $0 $0
$0 $0 $0 $0
$- $- $- $-
$- $- $- $-
$- $- $- $-
$- $- $- $-
$1 $1 $1 $1
$0 $0 $0 $0
$0 $0 $0 $0
$0 $0 $0 $0
$0 $0 $0 $0
$1 $1 $1 $1
$1 $1 $1 $1
$- $- $- $-
$3 $4 $4 $4
$0 $0 $0 $0
$0 $0 $0 $0
$0 $0 $0 $0
$0 $0 $0 $0
$0 $0 $0 $0
$3 $3 $3 $3
$3 $3 $3 $3
$- $- $- $-
$0 $0 $0 $0
$- $- $- $-
$0 $0 $0 $0
$0 $0 $0 $0
$0 $0 $0 $0
$- $- $- $-
$- $- $- $-
$- $- $- $-
$- $- $- $-
$- $- $- $-
$- $- $- $-
$- $- $- $-
$- $- $- $-
India Research Q3 2009 Market Tracker

Wired Communications - LAN switches


Millions of Dollars, Thousands of Units
2003 2004 2005 2006
Conventional Corded Phones
OEM/Brand Revenue (Millions of $) $34 $41 $47 $54
Manufacturing Revenue (Millions of $) $27 $33 $40 $46

Note
The overall market was close to USD 289 million in FY 2004-05
Cisco was the market leader with 70% market share.
Other players included D-Link, Nortel, 3Com and Enterasys
At present, none of the major players are manufacturing in India
In October 2005, Cisco President and CEO John Chambers visited in India and announced that his compa
Cisco to open India Manufacturing Plant
Force10 Networks launches LAN switch. The switch was made entirely at the firm’s Chennai development

Semiconductor Consumption For Wired Communications - Conventional Corded Phones


2003 2004 2005 2006
Total Semiconductor $6 $8 $11 $12
Integrated Circuits (IC) $6 $7 $10 $11
Memory IC $1 $1 $1 $1
DRAM $0 $1 $1 $1
SRAM $0 $0 $0 $0
Flash Memory $1 $0 $0 $0
NAND $- $- $- $-
NOR $1 $0 $0 $0
Other Non-Volatile Memory $0 $0 $0 $0
Other Memory $0 $0 $0 $0
Microcomponent IC $0 $0 $0 $0
Microprocessor (MPU) $0 $0 $0 $0
General Purpose MPU $0 $0 $0 $0
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $- $- $- $-
4-bit MCU $- $- $- $-
8-bit MCU $- $- $- $-
16-bit MCU $- $- $- $-
32-bit MCU $- $- $- $-
Digital Signal Processor (DSP) $- $- $- $-
DSP ASSP $- $- $- $-
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $4 $5 $6 $7
General Purpose Logic $1 $1 $1 $1
Standard Logic $0 $0 $0 $0
Display Drivers $- $- $- $-
PLD $1 $1 $1 $1
Logic Application Specific IC $3 $4 $5 $6
Logic ASSP $3 $3 $5 $5
Logic ASIC $0 $0 $1 $0
Analog IC $1 $1 $2 $2
Standard Linear Analog $0 $0 $1 $1
Amplifier/Comparator $0 $0 $0 $0
Voltage Regulator/Reference $0 $0 $1 $1
Data Converters $- $- $- $-
Interface $0 $0 $0 $0
Analog Application Specific IC $1 $1 $1 $1
Analog ASSP $1 $1 $1 $1
Analog ASIC $- $- $- $-
Discretes $0 $0 $1 $1
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $0 $0 $1 $1
Rectifier & Power Diodes $0 $0 $0 $0
Small Signal & Other Discretes $0 $0 $0 $0
Optical Semiconductor $0 $0 $0 $0
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $-
LEDs $0 $0 $0 $0
Other Optical $0 $0 $0 $0
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013

$62 $71 $81 $93 $106 $116 $128


$52 $60 $68 $77 $88 $97 $106

announced that his company is planning to contract with other companies for manufacturing in India. But the company has not disclosed an

m’s Chennai development centre and it marks a milestone for the firm.

orded Phones
2007 2008 2009 2010 2011 2012 2013
$13 $16 $15 $17 $20 $22 $24
$12 $14 $14 $15 $18 $19 $21
$2 $2 $2 $2 $2 $2 $2
$1 $1 $1 $1 $2 $1 $2
$0 $0 $0 $0 $0 $0 $0
$1 $1 $0 $1 $0 $0 $1
$- $- $- $- $- $- $-
$1 $1 $0 $1 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $1 $1 $1 $1 $1 $1
$0 $1 $1 $1 $1 $1 $1
$0 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$7 $9 $9 $9 $11 $12 $13
$1 $1 $2 $2 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$1 $1 $1 $1 $2 $2 $2
$6 $7 $7 $8 $9 $10 $11
$6 $7 $7 $7 $9 $9 $10
$0 $1 $0 $1 $1 $1 $1
$2 $3 $3 $3 $4 $4 $5
$1 $2 $1 $1 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $2 $2
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $2 $2 $2 $3
$1 $1 $1 $2 $2 $2 $3
$- $- $- $- $- $- $-
$1 $2 $1 $2 $2 $2 $2
$- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $2 $2
$0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
company has not disclosed any plans as yet.
Service Area
IndiaQ1
Research
2009 Market
Q3 2009
Tracker
Market Tracker

Wired Communications - Cable Modem Headend


Millions of Dollars, Thousands of Units
Cable Modem Headend 2003 2004 2005
OEM/Brand Revenue $3 $3 $3
Manufacturing Revenue $3 $3 $3
Unit Production 28 31 34

Cable TV Amplifiers 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0 0 0

Cable TV Modulators 2003 2004 2005


OEM/Brand Revenue $3 $3 $3
Manufacturing Revenue $3 $3 $3
Unit Production 28 31 33
Note:
The excise duty on all telecom and electronics equipment is 16 percent.

Semiconductor Consumption For Wired Communications - Cable Modem headends


2003 2004 2005
Total Semiconductor $0 $0 $0
Integrated Circuits (IC) $0 $0 $0
Memory IC $0 $0 $0
DRAM $0 $- $-
SRAM $- $- $-
Flash Memory $0 $- $-
NAND $- $- $-
NOR $0 $- $-
Other Non-Volatile Memory $- $- $-
Other Memory $0 $0 $0
Microcomponent IC $0 $0 $0
Microprocessor (MPU) $0 $0 $0
General Purpose MPU $0 $0 $0
Application Specific MPU $- $- $-
Microcontroller (MCU) $- $- $-
4-bit MCU $- $- $-
8-bit MCU $- $- $-
16-bit MCU $- $- $-
32-bit MCU $- $- $-
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $0 $0 $0
General Purpose Logic $0 $0 $0
Standard Logic $0 $0 $0
Display Drivers $- $- $-
PLD $0 $0 $0
Logic Application Specific IC $0 $0 $0
Logic ASSP $0 $0 $0
Logic ASIC $0 $0 $0
Analog IC $0 $0 $0
Standard Linear Analog $0 $0 $0
Amplifier/Comparator $0 $0 $0
Voltage Regulator/Reference $0 $0 $0
Data Converters $0 $0 $0
Interface $0 $0 $0
Analog Application Specific IC $0 $0 $0
Analog ASSP $0 $0 $0
Analog ASIC $- $- $-
Discretes $0 $0 $0
RF & Microwave $- $- $-
Power Transistor & Thyristor $0 $0 $0
Rectifier & Power Diodes $0 $0 $0
Small Signal & Other Discretes $0 $0 $0
Optical Semiconductor $0 $0 $0
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $0 $0 $0
LEDs $0 $0 $0
Other Optical $0 $0 $0
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$3 $3 $2 $2 $2 $2 $2 $1
$3 $2 $2 $2 $2 $1 $1 $1
36 38 41 43 45 48 48 48

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0 0 0 0 0 1 1 1

2006 2007 2008 2009 2010 2011 2012 2013


$3 $3 $2 $2 $2 $2 $1 $1
$3 $2 $2 $2 $2 $1 $1 $1
36 38 40 42 45 47 47 47

e Modem headends
2006 2007 2008 2009 2010 2011 2012 2013
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $- $-
$- $- $- $- $- $- $- $-
$- $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Wired Communications - Optical WAN


2003 2004 2005
OEM/Brand Revenue (Millions of $) $- $7 $10
Manufacturing Revenue (Millions of $) $- $7 $8
Notes
The optical networking market in India is growing at a CAGR of 40%
Tejas Networks is the only player in the Optical transmission market.
Tejas exports optical networking products to Arris Networks in the US and Hitron Technologies in T
Tejas bagged a contract from MTNL in FY 2004-05 to expand optical network in New Delhi.
The worth of this contract was approximately INR 300 million (USD 6.67 million)
This constitutes about 90% of Tejas' revenues. The rest are sourced from exports
Taxes in India are maximum at 35%
According to Nortel optical fiber demand is on rise.
Tejas expects to cross $100 million as revenue in FY2008 as compared to $58.5 million in FY 2007

Semiconductor Consumption For Wired Communications - Optical WAN systems


2003 2004 2005
Total Semiconductor $- $1 $1
Integrated Circuits (IC) $- $0 $1
Memory IC $- $0 $0
DRAM $- $- $-
SRAM $- $- $-
Flash Memory $- $- $-
NAND $- $- $-
NOR $- $- $-
Other Non-Volatile Memory $- $- $-
Other Memory $- $0 $0
Microcomponent IC $- $0 $0
Microprocessor (MPU) $- $- $-
General Purpose MPU $- $- $-
Application Specific MPU $- $- $-
Microcontroller (MCU) $- $0 $0
4-bit MCU $- $- $-
8-bit MCU $- $- $-
16-bit MCU $- $0 $0
32-bit MCU $- $0 $0
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $- $0 $0
General Purpose Logic $- $0 $0
Standard Logic $- $0 $0
Display Drivers $- $- $-
PLD $- $0 $0
Logic Application Specific IC $- $0 $0
Logic ASSP $- $0 $0
Logic ASIC $- $0 $0
Analog IC $- $0 $0
Standard Linear Analog $- $0 $0
Amplifier/Comparator $- $0 $0
Voltage Regulator/Reference $- $0 $0
Data Converters $- $0 $0
Interface $- $0 $0
Analog Application Specific IC $- $0 $0
Analog ASSP $- $0 $0
Analog ASIC $- $- $-
Discretes $- $0 $0
RF & Microwave $- $- $-
Power Transistor & Thyristor $- $0 $0
Rectifier & Power Diodes $- $0 $0
Small Signal & Other Discretes $- $0 $0
Optical Semiconductor $- $0 $0
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $- $0 $0
LEDs $- $0 $0
Other Optical $- $0 $0
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$15 $59 $100 $141 $200 $284 $404 $573
$12 $49 $84 $118 $167 $237 $336 $478

US and Hitron Technologies in Taiwan.


cal network in New Delhi.
6.67 million)
ed from exports

pared to $58.5 million in FY 2007.

cal WAN systems


2006 2007 2008 2009 2010 2011 2012 2013
$1 $5 $10 $11 $18 $26 $37 $53
$1 $3 $5 $5 $9 $14 $20 $28
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $1 $1 $1 $2 $4 $5
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $1 $1 $1 $2 $4 $5
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $1 $1 $1 $2 $3 $5
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $2 $3 $3 $5 $7 $11 $15
$0 $0 $1 $1 $1 $2 $3 $4
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $1 $1 $1 $2 $3 $4
$0 $1 $2 $2 $4 $5 $8 $11
$0 $1 $1 $2 $3 $4 $6 $8
$0 $0 $1 $1 $1 $2 $2 $3
$0 $1 $1 $1 $2 $4 $5 $8
$0 $1 $1 $1 $2 $3 $4 $6
$0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $1 $1 $2 $2
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $1 $1 $1 $2
$0 $0 $0 $0 $1 $1 $1 $2
$0 $0 $0 $0 $1 $1 $1 $2
$- $- $- $- $- $- $- $-
$0 $0 $1 $1 $1 $2 $3 $4
$- $- $- $- $- $- $- $-
$0 $0 $1 $0 $1 $1 $2 $2
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $1 $1 $1 $2
$0 $2 $4 $5 $8 $10 $14 $20
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $1 $1 $1 $2 $2
$0 $1 $2 $3 $5 $6 $9 $13
$0 $1 $1 $2 $2 $3 $4 $5
$- $- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Wired Communications - ISDN & IDSL MODEM


Millions of Dollars, Thousands of Units
ISDN & IDSL Modem 2003 2004
OEM/Brand Revenue $0 $1
Manufacturing Revenue $0 $1
Unit Production 10 8

Total Number of Internet Connections(TRAI) NA 4,300,000


Total Number of New Internet Connections(TRAI) NA 0

Semiconductor Consumption For Wired Communications - ISDN & IDSL MODEM syst
2003 2004
Total Semiconductor $0 $0
Integrated Circuits (IC) $0 $0
Memory IC $0 $0
DRAM $0 $0
SRAM $- $-
Flash Memory $0 $0
NAND $- $-
NOR $0 $0
Other Non-Volatile Memory $- $-
Other Memory $- $-
Microcomponent IC $0 $0
Microprocessor (MPU) $0 $0
General Purpose MPU $0 $0
Application Specific MPU $- $-
Microcontroller (MCU) $0 $0
4-bit MCU $- $-
8-bit MCU $0 $0
16-bit MCU $0 $0
32-bit MCU $- $-
Digital Signal Processor (DSP) $0 $0
DSP ASSP $0 $0
DSP ASIC $- $-
Multipurpose & Other DSP $- $-
Logic IC $0 $0
General Purpose Logic $0 $0
Standard Logic $0 $0
Display Drivers $- $-
PLD $0 $0
Logic Application Specific IC $0 $0
Logic ASSP $0 $0
Logic ASIC $0 $0
Analog IC $0 $0
Standard Linear Analog $0 $0
Amplifier/Comparator $0 $0
Voltage Regulator/Reference $0 $0
Data Converters $0 $0
Interface $0 $0
Analog Application Specific IC $0 $0
Analog ASSP $0 $0
Analog ASIC $0 $0
Discretes $0 $0
RF & Microwave $- $-
Power Transistor & Thyristor $0 $0
Rectifier & Power Diodes $0 $0
Small Signal & Other Discretes $0 $0
Optical Semiconductor $0 $0
Image Sensors $- $-
CCD Image Sensors $- $-
CMOS Image Sensors $- $-
Laser Diodes $0 $0
LEDs $0 $0
Other Optical $0 $0
Sensors & Actuators $- $-
Index

2005 2006 2007 2008 2009 2010 2011 2012


$1 $2 $2 $3 $4 $6 $9 $12
$1 $2 $2 $3 $4 $5 $7 $10
12 30 30 55 77 124 199 321

5,550,000 8,010,000 10,360,000 12,850,000 15,420,000 18,504,000 22,204,800 26,645,760


1250000 2460000 1780000 2,490,000 2,570,000 3,084,000 3,700,800 4,440,960

DN & IDSL MODEM systems


2005 2006 2007 2008 2009 2010 2011 2012
$0 $0 $0 $0 $1 $1 $2 $2
$0 $0 $0 $0 $1 $1 $2 $2
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $1 $1
$0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $1
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $1 $1
$0 $0 $0 $0 $0 $0 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $- $0 $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
Index

2013
$18
$15
516

31,974,912
5,329,152

2013
$3
$3
$0
$0
$-
$0
$-
$0
$-
$-
$1
$1
$1
$-
$0
$-
$0
$0
$-
$0
$0
$-
$-
$1
$0
$0
$-
$0
$1
$1
$0
$1
$0
$0
$0
$0
$0
$0
$0
$0
$0
$-
$-
$0
$0
$0
$-
$-
$-
$-
$0
$0
$-
India Research Q3 2009 Market Tracker

Wired Communications - xDSL Modem


Millions of Dollars, Thousands of Units
xDSL Modem 2003 2004 2005
OEM/Brand Revenue $- $- $5
Manufacturing Revenue $- $- $5
Unit Production - - 131
Note
SemIndia to export hardware to China
According to TRAI there were 8.547 million subscribers in the quarter ending December July 2006.
As of March 2007, there were 9.271 Million Internet subscribers
As of June 2007, there were 2.5 Million Broadband subscribers

Semiconductor Consumption For Wired Communications -xDSL MODEM systems


2003 2004 2005
Total Semiconductor $- $- $2
Integrated Circuits (IC) $- $- $2
Memory IC $- $- $0
DRAM $- $- $0
SRAM $- $- $0
Flash Memory $- $- $0
NAND $- $- $-
NOR $- $- $0
Other Non-Volatile Memory $- $- $-
Other Memory $- $- $-
Microcomponent IC $- $- $0
Microprocessor (MPU) $- $- $0
General Purpose MPU $- $- $0
Application Specific MPU $- $- $-
Microcontroller (MCU) $- $- $0
4-bit MCU $- $- $-
8-bit MCU $- $- $0
16-bit MCU $- $- $0
32-bit MCU $- $- $-
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $- $- $1
General Purpose Logic $- $- $0
Standard Logic $- $- $0
Display Drivers $- $- $-
PLD $- $- $-
Logic Application Specific IC $- $- $1
Logic ASSP $- $- $1
Logic ASIC $- $- $-
Analog IC $- $- $1
Standard Linear Analog $- $- $0
Amplifier/Comparator $- $- $0
Voltage Regulator/Reference $- $- $0
Data Converters $- $- $0
Interface $- $- $0
Analog Application Specific IC $- $- $1
Analog ASSP $- $- $1
Analog ASIC $- $- $-
Discretes $- $- $0
RF & Microwave $- $- $-
Power Transistor & Thyristor $- $- $0
Rectifier & Power Diodes $- $- $0
Small Signal & Other Discretes $- $- $0
Optical Semiconductor $- $- $0
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $- $- $0
LEDs $- $- $0
Other Optical $- $- $-
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$11 $11 $17 $18 $21 $23 $26 $29
$9 $9 $15 $15 $17 $19 $22 $24
292 312 563 619 801 996 1,243 1,513

ding December July 2006.

ODEM systems
2006 2007 2008 2009 2010 2011 2012 2013
$4 $3 $14 $6 $7 $8 $8 $9
$4 $3 $12 $5 $6 $7 $7 $8
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $1 $0 $1 $1 $1 $1
$0 $0 $1 $0 $0 $0 $0 $0
$0 $0 $1 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$1 $1 $5 $2 $2 $3 $3 $3
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$1 $1 $5 $2 $2 $3 $3 $3
$1 $1 $5 $2 $2 $3 $3 $3
$- $- $- $- $- $- $- $-
$2 $1 $6 $2 $3 $4 $4 $4
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$2 $1 $6 $2 $3 $3 $4 $4
$2 $1 $6 $2 $3 $3 $4 $4
$- $- $- $- $- $- $- $-
$0 $0 $2 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$0 $0 $1 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Wired Communications - Analog Modem


Millions of Dollars, Thousands of Units
Analog Modem 2003 2004 2005 2006
OEM/Brand Revenue $- $- $7 $12
Manufacturing Revenue $- $- $6 $10
Unit Production 0 0 524 979
Note:
According to TRAI there were 8.547 million subscribers in the quarter ending December July 2006.
As of March 2007, there were 9.271 Million Internet subscribers
As of June 2007, there were 2.5 Million Broadband subscribers

Semiconductor Consumption For Wired Communications -Analog MODEM systems


2003 2004 2005 2006
Total Semiconductor $- $- $- $2
Integrated Circuits (IC) $- $- $- $2
Memory IC $- $- $- $0
DRAM $- $- $- $-
SRAM $- $- $- $-
Flash Memory $- $- $- $0
NAND $- $- $- $-
NOR $- $- $- $0
Other Non-Volatile Memory $- $- $- $0
Other Memory $- $- $- $-
Microcomponent IC $- $- $- $0
Microprocessor (MPU) $- $- $- $-
General Purpose MPU $- $- $- $-
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $- $- $- $0
4-bit MCU $- $- $- $-
8-bit MCU $- $- $- $0
16-bit MCU $- $- $- $-
32-bit MCU $- $- $- $-
Digital Signal Processor (DSP) $- $- $- $0
DSP ASSP $- $- $- $0
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $- $- $- $1
General Purpose Logic $- $- $- $0
Standard Logic $- $- $- $0
Display Drivers $- $- $- $-
PLD $- $- $- $-
Logic Application Specific IC $- $- $- $1
Logic ASSP $- $- $- $1
Logic ASIC $- $- $- $-
Analog IC $- $- $- $1
Standard Linear Analog $- $- $- $0
Amplifier/Comparator $- $- $- $0
Voltage Regulator/Reference $- $- $- $0
Data Converters $- $- $- $0
Interface $- $- $- $0
Analog Application Specific IC $- $- $- $1
Analog ASSP $- $- $- $1
Analog ASIC $- $- $- $-
Discretes $- $- $- $0
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $- $- $- $0
Rectifier & Power Diodes $- $- $- $0
Small Signal & Other Discretes $- $- $- $0
Optical Semiconductor $- $- $- $0
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $0
LEDs $- $- $- $0
Other Optical $- $- $- $0
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013


$10 $11 $11 $12 $12 $12 $13
$8 $10 $9 $10 $10 $10 $11
842 994 984 1,134 1,306 1,505 1,734

ng December July 2006.

ODEM systems
2007 2008 2009 2010 2011 2012 2013
$4 $1 $3 $4 $5 $6 $6
$4 $1 $3 $3 $4 $5 $5
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$2 $1 $1 $2 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$2 $1 $1 $2 $2 $2 $2
$2 $1 $1 $2 $2 $2 $2
$- $- $- $- $- $- $-
$2 $1 $1 $2 $2 $2 $3
$0 $0 $0 $0 $0 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$1 $0 $1 $1 $2 $2 $2
$1 $0 $1 $1 $2 $2 $2
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Wired Communications - Enterprise Voice Networks


Millions of Dollars, Thousands of Units

Enterprise Voice Networks 2003 2004 2005


OEM/Brand Revenue $54 $46 $62
Manufacturing Revenue $49 $42 $56
Unit Production 852 680 942

Electronic PABXs 2003 2004 2005


OEM/Brand Revenue $53 $45 $61
Manufacturing Revenue $48 $41 $55
Unit Production 770 600 858

Intercoms 2003 2004 2005


OEM/Brand Revenue $1 $1 $1
Manufacturing Revenue $1 $1 $1
Unit Production 82 80 84

Semiconductor Consumption For Wired Communications - Enterprise Voice Networks


2003 2004 2005
Total Semiconductor $6 $6 $8
Integrated Circuits (IC) $6 $6 $7
Memory IC $0 $0 $0
DRAM $0 $- $-
SRAM $0 $0 $0
Flash Memory $- $- $-
NAND $- $- $-
NOR $- $- $-
Other Non-Volatile Memory $0 $0 $0
Other Memory $0 $0 $0
Microcomponent IC $1 $1 $2
Microprocessor (MPU) $1 $1 $1
General Purpose MPU $1 $1 $1
Application Specific MPU $- $- $-
Microcontroller (MCU) $0 $0 $0
4-bit MCU $- $- $-
8-bit MCU $0 $0 $0
16-bit MCU $0 $0 $0
32-bit MCU $0 $0 $0
Digital Signal Processor (DSP) $0 $0 $0
DSP ASSP $0 $0 $0
DSP ASIC $0 $0 $0
Multipurpose & Other DSP $0 $0 $0
Logic IC $3 $3 $4
General Purpose Logic $1 $1 $1
Standard Logic $0 $0 $0
Display Drivers $- $- $-
PLD $1 $1 $1
Logic Application Specific IC $2 $2 $3
Logic ASSP $1 $1 $2
Logic ASIC $1 $1 $1
Analog IC $1 $1 $2
Standard Linear Analog $1 $1 $1
Amplifier/Comparator $0 $0 $0
Voltage Regulator/Reference $0 $0 $0
Data Converters $0 $0 $0
Interface $0 $0 $0
Analog Application Specific IC $1 $1 $1
Analog ASSP $1 $1 $1
Analog ASIC $- $- $-
Discretes $0 $0 $1
RF & Microwave $- $- $-
Power Transistor & Thyristor $0 $0 $0
Rectifier & Power Diodes $0 $0 $0
Small Signal & Other Discretes $0 $0 $0
Optical Semiconductor $0 $0 $0
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $- $0 $0
LEDs $0 $0 $0
Other Optical $0 $0 $0
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$63 $64 $66 $68 $70 $72 $74 $77
$53 $54 $56 $57 $58 $60 $62 $64
953 964 995 1,027 1,059 1,093 1,128 1,164

2006 2007 2008 2009 2010 2011 2012 2013


$62 $63 $65 $67 $69 $71 $73 $75
$53 $53 $55 $56 $57 $59 $61 $63
866 874 900 927 955 983 1,013 1,043

2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
87 90 95 100 105 110 115 121

erprise Voice Networks


2006 2007 2008 2009 2010 2011 2012 2013
$8 $8 $9 $9 $9 $10 $10 $10
$7 $6 $7 $7 $7 $7 $7 $8
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$2 $1 $2 $2 $2 $2 $2 $2
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $1 $1 $1
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$4 $3 $3 $3 $3 $4 $4 $4
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $1 $1 $1
$3 $2 $2 $2 $2 $2 $2 $3
$1 $2 $2 $2 $2 $2 $2 $2
$1 $1 $1 $1 $1 $1 $1 $1
$2 $1 $2 $2 $2 $2 $2 $2
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$1 $2 $2 $2 $2 $2 $2 $2
$- $- $- $- $- $- $- $-
$1 $2 $2 $1 $1 $1 $2 $2
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Wired Communications - CO PSTN Switches


Millions of Dollars, Thousands of Units
Co PSTN Switches 2003 2004 2005 2006
OEM/Brand Revenue $367 $384 $429 $444
Manufacturing Revenue $348 $365 $388 $376
Unit Production 4,019 3,930 5,256 7,711

Large Local Exchanges 2003 2004 2005 2006


OEM/Brand Revenue $330 $354 $388 $399
Manufacturing Revenue $313 $337 $349 $339
Unit Production 3,990 3,900 5,221 7,673

Rural Automatic Exchanges 2003 2004 2005 2006


OEM/Brand Revenue $37 $30 $41 $44
Manufacturing Revenue $35 $28 $39 $37
Unit Production 29 30 36 38
Notes:
ITI is a major player which manufactures these products.
40.75 million subscribers with PSTN in first quarter of 2007 up from 40.30 million during the previous y
C-DOT manufactures rural automatic exchanges and main automatic exchanges.
Bharat Electronics is one of the manufacturers of the aforesaid products.

Semiconductor Consumption For Wired Communications - CO PSTN Switches


2003 2004 2005 2006
Total Semiconductor $32 $44 $51 $56
Integrated Circuits (IC) $28 $37 $43 $46
Memory IC $2 $2 $1 $1
DRAM $1 $1 $1 $0
SRAM $0 $0 $0 $0
Flash Memory $1 $0 $0 $0
NAND $- $- $- $-
NOR $1 $0 $0 $0
Other Non-Volatile Memory $0 $0 $0 $0
Other Memory $0 $0 $0 $0
Microcomponent IC $6 $9 $11 $11
Microprocessor (MPU) $4 $5 $6 $6
General Purpose MPU $4 $5 $6 $6
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $2 $2 $3 $3
4-bit MCU $- $- $- $-
8-bit MCU $2 $2 $3 $3
16-bit MCU $0 $0 $0 $0
32-bit MCU $0 $0 $0 $0
Digital Signal Processor (DSP) $1 $1 $2 $2
DSP ASSP $1 $1 $2 $2
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $14 $18 $22 $24
General Purpose Logic $5 $7 $7 $8
Standard Logic $1 $1 $0 $0
Display Drivers $- $- $- $-
PLD $5 $6 $7 $8
Logic Application Specific IC $9 $11 $14 $15
Logic ASSP $6 $8 $9 $10
Logic ASIC $3 $4 $5 $5
Analog IC $6 $8 $9 $10
Standard Linear Analog $3 $5 $5 $6
Amplifier/Comparator $1 $1 $1 $2
Voltage Regulator/Reference $1 $2 $1 $2
Data Converters $0 $0 $0 $1
Interface $1 $2 $2 $2
Analog Application Specific IC $3 $3 $4 $5
Analog ASSP $3 $3 $4 $5
Analog ASIC $- $- $- $-
Discretes $3 $6 $7 $9
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $2 $3 $5 $7
Rectifier & Power Diodes $0 $1 $1 $1
Small Signal & Other Discretes $1 $2 $1 $2
Optical Semiconductor $1 $1 $1 $1
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $0
LEDs $0 $0 $0 $1
Other Optical $0 $1 $1 $1
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013


$458 $472 $487 $501 $516 $530 $544
$388 $400 $409 $418 $430 $442 $454
5,311 5,338 5,365 5,392 5,422 5,449 5,452

2007 2008 2009 2010 2011 2012 2013


$411 $423 $434 $446 $458 $469 $481
$348 $358 $365 $372 $381 $391 $401
5,270 5,294 5,319 5,343 5,368 5,392 5,392

2007 2008 2009 2010 2011 2012 2013


$47 $50 $52 $55 $58 $61 $63
$40 $42 $44 $46 $48 $50 $53
41 44 46 49 54 57 60

illion during the previous year.


nges.

2007 2008 2009 2010 2011 2012 2013


$53 $61 $60 $54 $56 $58 $60
$42 $48 $50 $44 $46 $48 $49
$1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $1 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$10 $11 $13 $11 $12 $12 $12
$5 $6 $7 $7 $7 $7 $7
$5 $6 $7 $7 $7 $7 $7
$- $- $- $- $- $- $-
$3 $3 $4 $3 $4 $4 $4
$- $- $- $- $- $- $-
$2 $3 $3 $3 $3 $3 $3
$0 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$2 $2 $2 $1 $1 $1 $1
$2 $2 $2 $1 $1 $1 $1
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$22 $25 $27 $22 $23 $24 $25
$7 $9 $10 $8 $8 $9 $9
$1 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $-
$7 $8 $9 $7 $8 $8 $8
$15 $16 $17 $14 $15 $15 $16
$11 $11 $12 $10 $11 $11 $12
$4 $5 $4 $4 $4 $4 $4
$9 $11 $10 $10 $11 $11 $12
$5 $6 $5 $5 $6 $6 $6
$1 $2 $2 $2 $2 $2 $2
$1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1
$2 $2 $2 $2 $2 $2 $2
$4 $5 $5 $4 $5 $5 $5
$4 $5 $5 $4 $5 $5 $5
$- $- $- $- $- $- $-
$10 $11 $8 $7 $7 $8 $8
$- $- $- $- $- $- $-
$7 $7 $4 $4 $5 $5 $6
$1 $1 $1 $1 $1 $1 $1
$2 $3 $3 $2 $2 $2 $2
$1 $2 $2 $3 $2 $2 $2
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$1 $1 $1 $2 $1 $1 $2
$1 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Wired Communications Broadcast and Studio


Millions of Dollars, Thousands of Units
Broadcast and Studio 2003 2004 2005
OEM/Brand Revenue $50 $26 $47
Manufacturing Revenue $48 $25 $45
Unit Production 208 238 283

Radio Broadcasting Equipment 2003 2004 2005


OEM/Brand Revenue $1 $1 $1
Manufacturing Revenue $1 $1 $1
Unit Production 1 1 1

TV Broadcasting Equipment 2003 2004 2005


OEM/Brand Revenue $5 $3 $5
Manufacturing Revenue $5 $3 $5
Unit Production 14 15 18

Satellite Broadcasting Equipment 2003 2004 2005


OEM/Brand Revenue $0 $5 $3
Manufacturing Revenue $0 $5 $2
Unit Production 1 12 7

Professional Recording Equipment 2003 2004 2005


OEM/Brand Revenue $1 $1 $1
Manufacturing Revenue $1 $1 $1
Unit Production 22 20 24

Other Broadcasting Equipment 2003 2004 2005


OEM/Brand Revenue $43 $16 $38
Manufacturing Revenue $41 $16 $36
Unit Production 170 190 233
Notes:
Bharat Electronics limited is the market leader in manufacturing of broadcasting equipments.

Semiconductor Consumption For Wired Communications Broadcast and Studio


2003 2004 2005
Total Semiconductor $5 $3 $4
Integrated Circuits (IC) $4 $2 $3
Memory IC $1 $0 $1
DRAM $0 $0 $0
SRAM $0 $0 $0
Flash Memory $- $- $-
NAND $- $- $-
NOR $- $- $-
Other Non-Volatile Memory $0 $0 $0
Other Memory $0 $0 $0
Microcomponent IC $1 $1 $1
Microprocessor (MPU) $0 $0 $0
General Purpose MPU $0 $0 $0
Application Specific MPU $- $- $-
Microcontroller (MCU) $0 $0 $0
4-bit MCU $- $- $-
8-bit MCU $- $- $-
16-bit MCU $0 $0 $0
32-bit MCU $- $0 $0
Digital Signal Processor (DSP) $1 $1 $1
DSP ASSP $1 $1 $1
DSP ASIC $0 $0 $0
Multipurpose & Other DSP $- $- $-
Logic IC $1 $0 $1
General Purpose Logic $1 $0 $0
Standard Logic $0 $0 $0
Display Drivers $0 $0 $0
PLD $0 $0 $0
Logic Application Specific IC $0 $0 $0
Logic ASSP $0 $0 $0
Logic ASIC $0 $0 $0
Analog IC $1 $0 $1
Standard Linear Analog $1 $0 $0
Amplifier/Comparator $0 $0 $0
Voltage Regulator/Reference $0 $0 $0
Data Converters $0 $0 $0
Interface $0 $0 $0
Analog Application Specific IC $0 $0 $0
Analog ASSP $0 $0 $0
Analog ASIC $- $- $-
Discretes $0 $0 $0
RF & Microwave $- $- $-
Power Transistor & Thyristor $0 $0 $0
Rectifier & Power Diodes $0 $0 $0
Small Signal & Other Discretes $0 $0 $0
Optical Semiconductor $1 $0 $0
Image Sensors $0 $0 $0
CCD Image Sensors $0 $0 $0
CMOS Image Sensors $- $- $-
Laser Diodes $0 $0 $0
LEDs $0 $0 $0
Other Optical $0 $0 $0
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$50 $53 $56 $59 $62 $64 $67 $70
$42 $45 $47 $49 $51 $54 $56 $59
305 327 349 372 394 414 436 436

2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
1 1 1 1 1 2 2 2

2006 2007 2008 2009 2010 2011 2012 2013


$5 $5 $5 $5 $4 $4 $4 $4
$4 $4 $4 $4 $4 $4 $4 $4
19 19 20 21 21 21 21 21

2006 2007 2008 2009 2010 2011 2012 2013


$3 $3 $4 $4 $5 $5 $5 $6
$2 $3 $3 $3 $4 $4 $4 $5
8 9 10 10 11 12 13 13

2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
26 28 30 32 34 36 38 38

2006 2007 2008 2009 2010 2011 2012 2013


$40 $43 $46 $48 $51 $54 $56 $59
$34 $36 $39 $41 $42 $45 $47 $49
252 270 289 307 326 344 363 363

of broadcasting equipments.

oadcast and Studio


2006 2007 2008 2009 2010 2011 2012 2013
$4 $4 $4 $4 $4 $4 $4 $5
$3 $3 $3 $3 $3 $3 $3 $4
$0 $1 $1 $1 $1 $1 $1 $1
$0 $0 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $1 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $1 $1 $1 $1 $1 $1 $1
$0 $1 $1 $0 $0 $0 $0 $1
$0 $1 $1 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Wired Communications - SDH Termination Boxes


Millions of Dollars, Thousands of Units

SDH Termination Boxes 2003 2004 2005 2006


OEM/Brand Revenue $- $- $- $-
Manufacturing Revenue $- $- $- $-
Unit Production - - - -
Domestic Demand NA NA NA NA
Notes:
Tejas Networks is manufacturing SDH termination boxes. It has a 35% market share in this market.

Semiconductor Consumption For Wired Communications Other Communication Systems


2003 2004 2005 2006
Total Semiconductor $- $- $- $-
Integrated Circuits (IC) $- $- $- $-
Memory IC $- $- $- $-
DRAM $- $- $- $-
SRAM $- $- $- $-
Flash Memory $- $- $- $-
NAND $- $- $- $-
NOR $- $- $- $-
Other Non-Volatile Memory $- $- $- $-
Other Memory $- $- $- $-
Microcomponent IC $- $- $- $-
Microprocessor (MPU) $- $- $- $-
General Purpose MPU $- $- $- $-
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $- $- $- $-
4-bit MCU $- $- $- $-
8-bit MCU $- $- $- $-
16-bit MCU $- $- $- $-
32-bit MCU $- $- $- $-
Digital Signal Processor (DSP) $- $- $- $-
DSP ASSP $- $- $- $-
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $- $- $- $-
General Purpose Logic $- $- $- $-
Standard Logic $- $- $- $-
Display Drivers $- $- $- $-
PLD $- $- $- $-
Logic Application Specific IC $- $- $- $-
Logic ASSP $- $- $- $-
Logic ASIC $- $- $- $-
Analog IC $- $- $- $-
Standard Linear Analog $- $- $- $-
Amplifier/Comparator $- $- $- $-
Voltage Regulator/Reference $- $- $- $-
Data Converters $- $- $- $-
Interface $- $- $- $-
Analog Application Specific IC $- $- $- $-
Analog ASSP $- $- $- $-
Analog ASIC $- $- $- $-
Discretes $- $- $- $-
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $- $- $- $-
Rectifier & Power Diodes $- $- $- $-
Small Signal & Other Discretes $- $- $- $-
Optical Semiconductor $- $- $- $-
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $-
LEDs $- $- $- $-
Other Optical $- $- $- $-
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013


$- $263 $275 $288 $302 $316 $331
$- $222 $233 $244 $256 $268 $281
- 105 113 122 132 143 154
NA $750 $786 $823 $862 $903 $946

ket share in this market.

munication Systems
2007 2008 2009 2010 2011 2012 2013
$- $21 $21 $24 $25 $26 $27
$- $19 $19 $21 $23 $23 $24
$- $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $0 $0 $0 $0 $0 $0
$- $0 $0 $0 $0 $0 $0
$- $3 $3 $4 $4 $3 $4
$- $2 $2 $2 $3 $2 $2
$- $2 $2 $2 $3 $2 $2
$- $- $- $- $- $- $-
$- $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $-
$- $1 $1 $1 $1 $1 $1
$- $0 $0 $0 $0 $0 $0
$- $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $8 $8 $9 $9 $10 $10
$- $3 $3 $3 $3 $3 $3
$- $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $3 $2 $3 $3 $3 $3
$- $5 $6 $6 $6 $6 $7
$- $2 $3 $3 $3 $3 $3
$- $3 $3 $3 $3 $3 $3
$- $7 $8 $8 $9 $10 $10
$- $3 $3 $4 $4 $4 $5
$- $1 $1 $1 $1 $1 $1
$- $1 $1 $1 $1 $1 $2
$- $1 $1 $1 $1 $1 $1
$- $1 $1 $1 $1 $1 $1
$- $3 $4 $5 $5 $6 $6
$- $3 $4 $5 $5 $6 $6
$- $- $- $- $- $- $-
$- $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $-
$- $0 $0 $0 $0 $0 $0
$- $0 $0 $0 $0 $0 $0
$- $1 $0 $0 $0 $0 $0
$- $1 $1 $2 $2 $2 $2
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $0 $0 $0 $0 $0 $0
$- $1 $1 $1 $1 $2 $2
$- $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Wired Communications Other Communication


Millions of Dollars, Thousands of Units
Other Communication 2003 2004 2005 2006
OEM/Brand Revenue $84 $42 $62 $67
Manufacturing Revenue $80 $40 $59 $57
Unit Production
Notes
This includes antennae for communication, conferencing systems, conferencing connecting systems

Semiconductor Consumption For Wired Communications Other Communication Systems


2003 2004 2005 2006
Total Semiconductor $12 $6 $7 $8
Integrated Circuits (IC) $12 $5 $7 $8
Memory IC $3 $1 $1 $1
DRAM $0 $0 $0 $0
SRAM $0 $0 $0 $0
Flash Memory $3 $1 $1 $1
NAND $- $- $- $-
NOR $3 $1 $1 $1
Other Non-Volatile Memory $0 $0 $0 $0
Other Memory $0 $0 $0 $0
Microcomponent IC $1 $1 $1 $1
Microprocessor (MPU) $0 $0 $0 $0
General Purpose MPU $0 $0 $0 $0
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $0 $0 $0 $0
4-bit MCU $0 $0 $0 $0
8-bit MCU $0 $0 $0 $0
16-bit MCU $0 $0 $0 $0
32-bit MCU $0 $0 $0 $0
Digital Signal Processor (DSP) $1 $0 $0 $0
DSP ASSP $0 $0 $0 $0
DSP ASIC $0 $0 $0 $0
Multipurpose & Other DSP $- $- $- $-
Logic IC $4 $2 $2 $2
General Purpose Logic $0 $0 $0 $0
Standard Logic $0 $0 $0 $0
Display Drivers $0 $0 $0 $0
PLD $0 $0 $0 $0
Logic Application Specific IC $3 $1 $2 $2
Logic ASSP $3 $1 $2 $2
Logic ASIC $0 $0 $0 $0
Analog IC $4 $2 $3 $3
Standard Linear Analog $0 $0 $0 $0
Amplifier/Comparator $0 $0 $0 $0
Voltage Regulator/Reference $0 $0 $0 $0
Data Converters $0 $0 $0 $0
Interface $0 $0 $0 $0
Analog Application Specific IC $4 $2 $2 $3
Analog ASSP $4 $2 $2 $3
Analog ASIC $0 $0 $0 $0
Discretes $0 $0 $0 $0
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $0 $0 $0 $0
Rectifier & Power Diodes $0 $0 $0 $0
Small Signal & Other Discretes $0 $0 $0 $0
Optical Semiconductor $0 $0 $0 $0
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $0 $0 $0 $0
LEDs $0 $0 $0 $0
Other Optical $0 $0 $0 $0
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013


$72 $77 $82 $87 $92 $97 $102
$61 $65 $69 $73 $77 $81 $85

erencing connecting systems, microwave radio, AM tracking receiver, headgear, headsts etc.

unication Systems
2007 2008 2009 2010 2011 2012 2013
$6 $7 $5 $6 $6 $6 $7
$6 $6 $5 $5 $6 $6 $6
$1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $0 $0 $0 $0
$- $- $- $- $- $- $-
$1 $1 $1 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$1 $1 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$2 $2 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$2 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$3 $3 $2 $3 $3 $3 $3
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$2 $3 $2 $3 $3 $3 $3
$2 $3 $2 $3 $3 $3 $3
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Mobile Communication Market In India


Millions of Dollars, Thousands of Units
2003 2004
Total Mobile Communications Domestic Demand $3,724 $8,364

Total Mobile Communication Manufacturing 2003 2004


OEM/Brand Revenue $1 $1
Manufacturing Revenue $1 $1
Unit Production 43 48

Mobile Communication Manufacturing Segments


Analog Cordless Phones 2003 2004
OEM/Brand Revenue $1 $1
Manufacturing Revenue $1 $1
Unit Production 34 38

Digital Cordless Phones 2003 2004


OEM/Brand Revenue $0 $0
Manufacturing Revenue $0 $0
Unit Production 9 10

Mobile Handsets 2003 2004


OEM/Brand Revenue $- $-
Manufacturing Revenue $- $-
Unit Production - -

Wireless Broadband Access 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Wireless LAN Client Access 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Wireless LAN Access Point/Bridge 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Mobile Comm Infrastructure 2003 2004


OEM/Brand Revenue $- $-
Manufacturing Revenue $- $-
Unit Production - -

Battery Chargers for Mobile Comm. 2003 2004


OEM/Brand Revenue $- $-
Manufacturing Revenue $- $-
Unit Production - -

Other Mobile Communications 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production
Index

2005 2006 2007 2008 2009 2010 2011 2012 2013


$11,795 $16,435 $19,866 $22,083 $24,518 $26,398 $28,510 $30,791 $33,254

2005 2006 2007 2008 2009 2010 2011 2012 2013


$410 $2,768 $9,463 $12,854 $14,157 $15,518 $16,613 $17,496 $18,442
$353 $2,311 $7,222 $9,892 $10,976 $11,866 $12,792 $13,553 $14,379
3,523 32,456 166,024 267,877 298,651 322,411 345,455 366,609 389,349

2005 2006 2007 2008 2009 2010 2011 2012 2013


$22 $24 $33 $225 $217 $209 $210 $207 $204
$19 $21 $29 $191 $185 $179 $179 $177 $174
731 804 1,004 4,815 4,670 4,513 4,539 4,501 4,456

2005 2006 2007 2008 2009 2010 2011 2012 2013


$5 $6 $8 $96 $117 $140 $155 $169 $184
$5 $5 $7 $82 $100 $119 $132 $145 $157
183 201 251 2,063 2,515 3,009 3,355 3,683 4,031

2005 2006 2007 2008 2009 2010 2011 2012 2013


$213 $2,475 $6,821 $9,369 $10,445 $11,332 $12,055 $12,769 $13,491
$176 $2,047 $5,643 $7,751 $8,641 $9,375 $9,973 $10,563 $11,161
2,600 31,436 94,735 140,948 165,395 184,994 202,880 221,541 241,309
$3 $31
2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India

2005 2006 2007 2008 2009 2010 2011 2012 2013


$170 $264 $2,356 $2,757 $2,964 $3,568 $4,022 $4,438 $4,888
$153 $238 $1,335 $2,197 $2,404 $3,033 $3,418 $3,772 $4,155
10 16 34 51 71 95 127 155 186

2005 2006 2007 2008 2009 2010 2011 2012 2013


$- $- $245 $407 $415 $423 $430 $438 $447
$- $- $208 $346 $353 $359 $366 $373 $380
- - 70,000 120,000 126,000 132,300 138,915 145,861 153,154

2005 2006 2007 2008 2009 2010 2011 2012 2013

No Significant Production In India


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India Research Q3 2009 Market Tracker

Mobile Communications - Cordless Phones (Digital & Analog)


Millions of Dollars, Thousands of Units
Analog 2003 2004 2005 2006 2007 2008 2009 2010 2011
OEM/Brand Revenue (Millions of $) $1 $1 $22 $24 $33 $225 $217 $209 $210
Manufacturing Revenue (Millions of $) $1 $1 $19 $21 $29 $191 $185 $179 $179
1000s of units 34 38 731 804 1,004 4,815 4,670 4,513 4,539

Digital 2003 2004 2005 2006 2007 2008 2009 2010 2011
OEM/Brand Revenue (Millions of $) $0 $0 $5 $6 $8 $96 $117 $140 $155
Manufacturing Revenue (Millions of $) $0 $0 $5 $5 $7 $82 $100 $119 $132
1000s of units 9 10 183 201 251 2,063 2,515 3,009 3,355

Total Cordless Phones 2003 2004 2005 2006 2007 2008 2009 2010 2011
OEM/Brand Revenue (Millions of $) $1 $1 $27 $30 $41 $321 $334 $349 $365
Manufacturing Revenue (Millions of $) $1 $1 $23 $26 $36 $273 $285 $298 $312
1000s of units 43 48 913 1,005 1,255 6,878 7,185 7,522 7,894
Notes
NXP Semiconductors (previously Philips Semiconductors) and SRV Telecom Pvt. Ltd. team up to manufacture Digitally Enhanced Cordless Telephones (DE
manufacturing facility in Bangalore, India, targeting 40 million fixed line subscribers in India. Opening by the end of April, 2007, it will have an annual produc
2 million phones when fully operational.

Bharti Teletech producing 2.4Ghz cordless phones, taking advantage of the move by Department of Telecom to de-license the indoor use of low
power equipment at 2.4 GHz radio frequency targets to achieve close to a million production and increase the market share to 50%.
Bharti Teletech, having an alliance with Atlinks, manufacturing GE phones at its Ludhiana factory for domestic and exports market.

The Information Technology Ministry aims to set up Special Economic Zones specific for telecommunication sector in different states in India so as
to make country a telecom manufacturing hub. The Ministry plans to have 500 million phone connections by 2010 and favors entry of foreign
telecom providers. A new 3G Spectrum Allocation Plan to be announced soon.
Close to 70,000 villages to be provided with Village Public Telephones under Bharat Nirman Programme by the end of 2007.
India added around net 3.5 million (75% increase) new FWT connections in 2005 making it the biggest market in the world.
A regulation limiting the mobility of FWT to 30 mts (or higher charges to be paid) could be passed and might effect the popularity of these phones
There is a significant increase in the production of cordless phones from 2005 as AxxessTel started its production in 2005

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BSNL has given an order of Rs 468 million to Xl-Telecom for supply of 179,082 no. of fixed wireless phones (Source: Business line)

Semiconductor Consumption For Cordless Phones


2003 2004 2005 2006 2007 2008 2009 2010 2011
Total Semiconductor $0 $0 $8 $8 $11 $74 $62 $59 $62
Integrated Circuits (IC) $0 $0 $7 $7 $10 $67 $57 $53 $56
Memory IC $0 $0 $0 $0 $0 $0 $0 $0 $0
DRAM $- $- $- $- $- $- $- $- $-
SRAM $0 $0 $0 $0 $0 $0 $0 $0 $0
Flash Memory $- $- $- $- $- $- $- $- $-
NAND $- $- $- $- $- $- $- $- $-
NOR $- $- $- $- $- $- $- $- $-
Other Non-Volatile Memory $0 $0 $0 $0 $0 $0 $0 $0 $0
Other Memory $- $- $- $- $- $- $- $- $-
Microcomponent IC $0 $0 $0 $0 $0 $2 $2 $2 $3
Microprocessor (MPU) $- $- $- $- $- $- $- $- $-
General Purpose MPU $- $- $- $- $- $- $- $- $-
Application Specific MPU $- $- $- $- $- $- $- $- $-
Microcontroller (MCU) $0 $0 $0 $0 $0 $2 $2 $2 $2
4-bit MCU $- $- $- $- $- $- $- $- $-
8-bit MCU $0 $0 $0 $0 $0 $1 $1 $1 $2
16-bit MCU $0 $0 $0 $0 $0 $1 $1 $1 $1
32-bit MCU $- $- $- $- $- $- $- $- $-
Digital Signal Processor (DSP) $0 $0 $0 $0 $0 $0 $0 $0 $0
DSP ASSP $- $- $- $- $- $- $- $- $-
DSP ASIC $- $- $- $- $- $- $- $- $-
Multipurpose & Other DSP $0 $0 $0 $0 $0 $0 $0 $0 $0
Logic IC $0 $0 $5 $5 $8 $54 $46 $40 $42
General Purpose Logic $0 $0 $0 $0 $0 $0 $0 $0 $0
Standard Logic $0 $0 $0 $0 $0 $0 $0 $0 $0
Display Drivers $0 $0 $0 $0 $0 $0 $0 $0 $0
PLD $- $- $- $- $- $- $- $- $-
Logic Application Specific IC $0 $0 $5 $5 $8 $54 $46 $40 $42
Logic ASSP $0 $0 $5 $5 $8 $54 $46 $40 $42
Logic ASIC $- $- $- $- $- $- $- $- $-
Analog IC $0 $0 $2 $1 $2 $11 $9 $11 $12
Standard Linear Analog $0 $0 $0 $0 $0 $2 $1 $1 $1

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Amplifier/Comparator $0 $0 $0 $0 $0 $0 $0 $0 $0
Voltage Regulator/Reference $0 $0 $0 $0 $0 $1 $1 $1 $1
Data Converters $0 $0 $0 $0 $0 $1 $0 $0 $0
Interface $0 $0 $0 $0 $0 $0 $0 $0 $0
Analog Application Specific IC $0 $0 $1 $1 $1 $9 $7 $9 $10
Analog ASSP $0 $0 $1 $1 $1 $9 $7 $9 $10
Analog ASIC $0 $0 $0 $0 $0 $0 $0 $0 $0
Discretes $0 $0 $1 $1 $1 $6 $4 $5 $5
RF & Microwave $0 $0 $0 $0 $0 $1 $0 $0 $1
Power Transistor & Thyristor $0 $0 $0 $0 $0 $2 $2 $2 $2
Rectifier & Power Diodes $0 $0 $0 $0 $0 $1 $0 $0 $1
Small Signal & Other Discretes $0 $0 $1 $0 $0 $3 $2 $2 $2
Optical Semiconductor $0 $0 $0 $0 $0 $1 $1 $1 $1
Image Sensors $- $- $- $- $- $- $- $- $-
CCD Image Sensors $- $- $- $- $- $- $- $- $-
CMOS Image Sensors $- $- $- $- $- $- $- $- $-
Laser Diodes $- $- $- $- $- $- $- $- $-
LEDs $0 $0 $0 $0 $0 $1 $1 $1 $1
Other Optical $- $- $- $- $- $- $- $- $-
Sensors & Actuators $- $- $- $- $- $- $- $- $-

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Index

2012 2013
$207 $204
$177 $174
4,501 4,456

2012 2013
$169 $184
$145 $157
3,683 4,031

2012 2013
$376 $388
$321 $331
8,183 8,487

ss Telephones (DECT) in a new


an annual production capacity of

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2012 2013
$60 $62
$54 $56
$0 $0
$- $-
$0 $0
$- $-
$- $-
$- $-
$0 $0
$- $-
$3 $3
$- $-
$- $-
$- $-
$2 $2
$- $-
$1 $2
$1 $1
$- $-
$0 $0
$- $-
$- $-
$0 $0
$40 $41
$0 $0
$0 $0
$0 $0
$- $-
$40 $41
$40 $41
$- $-
$11 $12
$1 $1

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$0 $0
$1 $1
$0 $0
$0 $0
$10 $10
$10 $10
$0 $0
$5 $5
$1 $1
$2 $2
$1 $1
$2 $2
$1 $1
$- $-
$- $-
$- $-
$- $-
$1 $1
$- $-
$- $-

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India Research Q3 2009 Market Tracker

Mobile Communications - Mobile Handsets


Millions of Dollars, Thousands of Units

Mobile Handsets 2003 2004 2005 2006 2007 2008 2009 2010
OEM/Brand Revenues $- $- $213 $2,475 $6,821 $9,369 $10,445 $11,332
Manufacturing Revenues $- $- $176 $2,047 $5,643 $7,751 $8,641 $9,375
Unit Production - - 2,600 31,436 94,735 140,948 165,395 184,994

Notes
The China-headquartered Haier group, with a global presence in home appliances and consumer electronics, has set up a joint venture
for telecom in India for the handset and equipment business. Other details are awaited
The average manufacturing cost of a Mobile phone is USD 90
The average market price of a mobile phone is USD 110 (Source: iSuppli Wireless Communication Report)
Other smaller players include Hyundai, Icomm Tele Ltd, Manoth Enterprises, Surana Telecom, Teracom Ltd and United Telecom
M Corp will manufacture mobile handsets for Spice Telecom in Baddi, Himachal Pradesh
LG Electronics (Pune), Samsung (Gurgaon) Nokia (Chennai), Elcoteq (Bangalore) have already started to manufacture mobile handsets in India
Sony Ericsson and Motorola will start to manufacture handsets in India beginning in 2007.
RCoM and Taiwan's Cal-Comp electronics getting together to manufacture CDMA handsets in India. Production is expected to start in first quarter of 200
LG India to upgrade its plants in India by investing Rs 1000 Million. Annual production capacity of pune plant to increase from 3 million to 10 million by en
Samsung is planning to expand its mobile phone production to 6 times its current capacity by 2008. Production capacity of Haryana plant to increase from
Sony Ericsson to set up R&D unit for mobile phones in Chennai. Target of production is 10 million units by 2009.
Samsung to enhance its production capacity from one million phones to 1.5 million phones
According to the Indian Cellular Association (ICA), nearly nine crore original mobile handsets were sold in India in 2007-08
Mobile phone production in India is expected to grow from 31 million units in 2006 at a compound annual growth rate (CAGR) of 28.3 per cent to reach 10
ITI tied up with Alcatel for mobile handset manufacturing and investing to boost production capacity in Mankapur plant, Uttar Pradesh by three million line
Motorola is coming up with a manufacturing unit at Sriperembadur near Chennai. Manufacturing to start by end of first quarter with a capacity of one milli
BPL Telecom has already into mobile handset manufacturing investing to ramp up the production
LG’s production facility started in 2005 to reach 20 million units by 2010, investing to increase production lines, will pump in USD 60 million by 2010.
Sony Ericsson entered into a production deal Flextronics and Foxconn to make Sony Ericsson brand of mobile phones in India.
Nokia’s Manufacturing plant at Chennai reached 25 million mobile handsets by December, 2006. The company plans to make it a major exporting hub.
Samsung plans to produce 20 million units by 2010
Elcoteq having operations in Bangalore is manufacturing mobile phones for Motorola, Nokia, Philips, and Sony Ericsson.
XL TelecomIt assembles CDMA handsets for Kyocera in its Hyderabad facility
ZTE has opened a manufacturing facility in Manesar near Gurgaon to manufacture CDMA and GSM handsets.

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Semiconductor Consumption For Mobile Handsets


2003 2004 2005 2006 2007 2008 2009 2010
Total Semiconductor $- $- $64 $777 $1,847 $2,407 $2,426 $2,628
Integrated Circuits (IC) $- $- $56 $688 $1,666 $2,176 $2,182 $2,309
Memory IC $- $- $13 $153 $386 $520 $602 $665
DRAM $- $- $0 $4 $32 $97 $145 $211
SRAM $- $- $3 $36 $56 $59 $55 $51
Flash Memory $- $- $9 $112 $297 $363 $401 $402
NAND $- $- $1 $5 $37 $69 $74 $83
NOR $- $- $8 $106 $260 $294 $327 $318
Other Non-Volatile Memory $- $- $0 $0 $0 $0 $0 $0
Other Memory $- $- $0 $0 $1 $1 $1 $1
Microcomponent IC $- $- $9 $100 $163 $169 $147 $124
Microprocessor (MPU) $- $- $0 $3 $6 $9 $9 $11
General Purpose MPU $- $- $0 $3 $6 $9 $9 $11
Application Specific MPU $- $- $- $- $- $- $- $-
Microcontroller (MCU) $- $- $- $- $- $- $- $-
4-bit MCU $- $- $- $- $- $- $- $-
8-bit MCU $- $- $- $- $- $- $- $-
16-bit MCU $- $- $- $- $- $- $- $-
32-bit MCU $- $- $- $- $- $- $- $-
Digital Signal Processor (DSP) $- $- $8 $97 $157 $160 $138 $113
DSP ASSP $- $- $4 $52 $86 $98 $86 $67
DSP ASIC $- $- $5 $45 $71 $62 $52 $45
Multipurpose & Other DSP $- $- $- $- $- $- $- $-
Logic IC $- $- $16 $195 $549 $734 $755 $776
General Purpose Logic $- $- $4 $45 $96 $119 $104 $93
Standard Logic $- $- $0 $3 $5 $6 $5 $5
Display Drivers $- $- $4 $43 $92 $113 $100 $88
PLD $- $- $- $- $- $- $- $-
Logic Application Specific IC $- $- $11 $150 $452 $615 $650 $682
Logic ASSP $- $- $11 $148 $446 $605 $642 $674
Logic ASIC $- $- $0 $3 $7 $10 $9 $8
Analog IC $- $- $19 $240 $567 $752 $679 $745
Standard Linear Analog $- $- $4 $57 $130 $170 $154 $164
Amplifier/Comparator $- $- $1 $10 $25 $34 $28 $30

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Voltage Regulator/Reference $- $- $2 $31 $74 $93 $93 $97


Data Converters $- $- $1 $9 $16 $23 $18 $19
Interface $- $- $0 $7 $15 $20 $15 $18
Analog Application Specific IC $- $- $15 $183 $438 $582 $524 $580
Analog ASSP $- $- $12 $149 $370 $496 $441 $491
Analog ASIC $- $- $3 $34 $67 $86 $83 $90
Discretes $- $- $2 $18 $41 $53 $48 $55
RF & Microwave $- $- $1 $9 $21 $29 $23 $26
Power Transistor & Thyristor $- $- $1 $6 $16 $19 $21 $25
Rectifier & Power Diodes $- $- $- $- $- $- $- $-
Small Signal & Other Discretes $- $- $0 $2 $4 $5 $4 $4
Optical Semiconductor $- $- $5 $71 $140 $179 $195 $263
Image Sensors $- $- $3 $39 $98 $123 $127 $186
CCD Image Sensors $- $- $- $- $- $- $- $-
CMOS Image Sensors $- $- $3 $39 $98 $123 $127 $186
Laser Diodes $- $- $- $- $- $- $- $-
LEDs $- $- $3 $32 $42 $56 $69 $78
Other Optical $- $- $- $- $- $- $- $-
Sensors & Actuators $- $- $- $- $- $- $- $-

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Index

2011 2012 2013


$12,055 $12,769 $13,491
$9,973 $10,563 $11,161
202,880 221,541 241,309

ile handsets in India

to start in first quarter of 2008. Around 51 million handsets to be produced in India during year 2007.
m 3 million to 10 million by end of year 2007.
aryana plant to increase from 1.5 million to up to 5-10 million.

R) of 28.3 per cent to reach 107 million units in 2011.


Pradesh by three million lines.
er with a capacity of one million phone production per month. Also look forward to export from this facility.

USD 60 million by 2010.

e it a major exporting hub.

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2011 2012 2013


$2,745 $2,720 $2,874
$2,372 $2,297 $2,427
$661 $559 $591
$238 $143 $152
$51 $46 $48
$370 $369 $390
$81 $93 $98
$289 $276 $291
$0 $0 $0
$1 $1 $1
$97 $89 $94
$13 $13 $13
$13 $13 $13
$- $- $-
$- $- $-
$- $- $-
$- $- $-
$- $- $-
$- $- $-
$85 $77 $81
$53 $49 $52
$32 $28 $29
$- $- $-
$813 $833 $880
$96 $92 $97
$6 $6 $6
$90 $86 $90
$- $- $-
$717 $742 $784
$710 $735 $777
$7 $7 $7
$801 $816 $862
$181 $176 $186
$33 $33 $35

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$104 $99 $104


$22 $22 $23
$21 $23 $24
$620 $639 $675
$539 $561 $592
$82 $78 $83
$63 $63 $66
$31 $29 $31
$27 $29 $31
$- $- $-
$5 $4 $5
$310 $360 $380
$228 $273 $289
$- $- $-
$228 $273 $289
$- $- $-
$83 $87 $92
$- $- $-
$- $- $-

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India Research Q3 2009 Market Tracker

Mobile Communications - Mobile Communication Infrastructure


Millions of Dollars, Thousands of Units

Mobile Communication Infrastructure 2003 2004 2005 2006 2007 2008 2009 2010
OEM/Brand Revenues $- $- $170 $264 $2,356 $2,757 $2,964 $3,568
Manufacturing Revenues $- $- $153 $238 $1,335 $1,521 $2,404 $3,033
Unit Production - - 10 16 34 51 71 95

Notes
Main Producer In India is Alcatel
Reliance has given a $200 million contract to Huawei for supplying of base station controllers and switches. Source: AFX News Limited
Aperto Networks to manufacture consumer premise equipment (WiMAX modem). $500 million to be invested in next 3 years. The details are awaited.
According to Intel , by 2008, Consumer premise equipment prices may drop to $40 from $100.
Nokia will produce Base Station Controllers at its USD 150 million plant in Chennai
Siemens will manufacture GSM equipments at its Kolkata facility
Nortel is looking for outsourced equipments
The C-DOT Alcatel Research and Development Centre in Chennai will manufacture world's first consumer premise
equipment (CPE) for enabling Wi-Max-based broadband services by April 2007. It will produce 10 million units a
year at an average price of USD 100.
TVS interconnect and Argus to manufacture 25000 units of cellular base station antennas at their Tamil Nadu plant
Base Transceiver Station (BTS) is the main component of mobile communication infrastructure
Manufacturing cost of a BTS is approximately USD 17000
Reliance has given a $200 million contract to Huawei for supplying of base station controllers and switches. Source: AFX News Limited
Aperto Networks to manufacture consumer premise equipment (WiMAX modem). $500 million to be invested in next 3 years. The details are awaited.
According
Kavveri to Intelmanufactures
Telecom , by 2008, Consumer
antenna premise
and radioequipment
frequencyprices may dropfor
(RF) products to the
$40wireless
from $100.
telecom industry. To cater to future demand, the company is in

The number of base stations being manufactured by Ericsson and Flextronics have been increased from 6,000 to 10,000 and from 10,000 to 12,000 resp
Nokia Siemens Networks announced its plans to invest $100 million in India over the next three years as a part of its plans to expand its presence in the c

Semiconductor Consumption For Mobile Basestations


2003 2004 2005 2006 2007 2008 2009 2010
Total Semiconductor $- $- $21 $35 $302 $371 $360 $417
Integrated Circuits (IC) $- $- $2 $3 $33 $44 $47 $48
Memory IC $- $- $1 $1 $6 $12 $14 $13

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DRAM $- $- $1 $2 $18 $19 $20 $20


SRAM $- $- $- $- $- $- $- $-
Flash Memory $- $- $- $- $- $- $- $-
NAND $- $- $- $- $- $- $- $-
NOR $- $- $0 $0 $1 $1 $1 $1
Other Non-Volatile Memory $- $- $1 $1 $9 $12 $12 $14
Other Memory $- $- $8 $13 $87 $105 $105 $124
Microcomponent IC $- $- $5 $8 $48 $66 $67 $85
Microprocessor (MPU) $- $- $5 $8 $48 $66 $67 $85
General Purpose MPU $- $- $- $- $- $- $- $-
Application Specific MPU $- $- $0 $0 $1 $1 $1 $1
Microcontroller (MCU) $- $- $- $- $- $- $- $-
4-bit MCU $- $- $0 $0 $0 $0 $0 $0
8-bit MCU $- $- $0 $0 $0 $1 $0 $1
16-bit MCU $- $- $0 $0 $0 $0 $0 $0
32-bit MCU $- $- $3 $5 $38 $38 $38 $39
Digital Signal Processor (DSP) $- $- $2 $3 $26 $27 $28 $28
DSP ASSP $- $- $1 $1 $11 $11 $10 $10
DSP ASIC $- $- $- $- $- $- $- $-
Multipurpose & Other DSP $- $- $5 $9 $83 $105 $101 $117
Logic IC $- $- $3 $5 $43 $50 $49 $59
General Purpose Logic $- $- $1 $2 $17 $18 $17 $20
Standard Logic $- $- $- $- $- $- $- $-
Display Drivers $- $- $2 $3 $26 $32 $33 $39
PLD $- $- $2 $3 $40 $55 $51 $58
Logic Application Specific IC $- $- $0 $1 $11 $15 $16 $19
Logic ASSP $- $- $2 $3 $29 $40 $35 $39
Logic ASIC $- $- $6 $10 $99 $118 $107 $128
Analog IC $- $- $2 $3 $20 $25 $24 $30
Standard Linear Analog $- $- $0 $1 $5 $5 $4 $5
Amplifier/Comparator $- $- $0 $1 $4 $6 $7 $10
Voltage Regulator/Reference $- $- $1 $1 $9 $13 $12 $15
Data Converters $- $- $0 $0 $2 $2 $1 $2
Interface $- $- $5 $8 $79 $93 $83 $97
Analog Application Specific IC $- $- $5 $8 $79 $93 $83 $97
Analog ASSP $- $- $- $- $- $- $- $-
Analog ASIC $- $- $5 $8 $68 $70 $66 $78
Discretes $- $- $3 $5 $44 $46 $39 $49

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RF & Microwave $- $- $1 $2 $20 $21 $24 $27


Power Transistor & Thyristor $- $- $0 $0 $3 $3 $2 $3
Rectifier & Power Diodes $- $- $- $- $- $- $- $-
Small Signal & Other Discretes $- $- $1 $1 $5 $9 $10 $12
Optical Semiconductor $- $- $- $- $- $- $- $-
Image Sensors $- $- $- $- $- $- $- $-
CCD Image Sensors $- $- $- $- $- $- $- $-
CMOS Image Sensors $- $- $- $- $- $- $- $-
Laser Diodes $- $- $0 $0 $0 $0 $0 $-
LEDs $- $- $1 $1 $5 $8 $10 $12
Other Optical $- $- $- $- $- $- $- $-
Sensors & Actuators $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-

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Index

2011 2012 2013


$4,022 $4,438 $4,888
$3,418 $3,772 $4,155
127 155 186

The details are awaited.

The details are awaited.


demand, the company is investing about Rs 15 crore to set up a 40,000- sq ft semi-automatic integrated manufacturing facility at Jigani, about 25 km from Bangalore.

rom 10,000 to 12,000 respectively.


expand its presence in the country.

2011 2012 2013


$455 $508 $559
$51 $63 $70
$14 $22 $24

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$20 $23 $25


$- $- $-
$- $- $-
$- $- $-
$1 $2 $2
$15 $17 $18
$134 $146 $161
$97 $107 $118
$97 $107 $118
$- $- $-
$1 $2 $2
$- $- $-
$0 $0 $0
$1 $1 $1
$0 $0 $0
$36 $37 $41
$26 $28 $30
$10 $10 $11
$- $- $-
$132 $146 $161
$69 $76 $84
$24 $26 $29
$- $- $-
$45 $50 $55
$63 $70 $77
$21 $25 $27
$42 $45 $50
$139 $152 $168
$36 $38 $42
$5 $5 $6
$12 $13 $14
$17 $18 $20
$2 $2 $2
$103 $114 $126
$103 $114 $126
$- $- $-
$89 $98 $107
$56 $61 $68

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$29 $32 $36


$3 $4 $4
$- $- $-
$13 $14 $15
$- $- $-
$- $- $-
$- $- $-
$- $- $-
$- $- $-
$13 $14 $15
$- $- $-
$- $- $-
$- $- $-

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India Research Q3 2009 Market Tracker

Mobile Communications - Battery Chargers


Millions of Dollars, Thousands of Units
Battery Chargers 2003 2004 2005
OEM/Brand Revenues $- $- $-
Manufacturing Revenues $- $- $-
Unit Production - - -
Notes
LG is expected to start local sourcing of its mobile chargers in near future. The details are awaite
Salcomp to start production of mobile chargers in Its Chennai plant from 2007. It plans to increa
Only 2% replacement market for mobile chargers in India is organized. The remaining is grey ma
The reason for thriving grey market is high customs duty, including Single Administrative Docum
The effective customs duty is between 35 to 50 percent.
The sales tax on mobile accessories including battery chargers is over 12 percent at present
Production of mobile phone chargers has begun in Salcomp's Chennai plant. Production capacity
Salcomp is the only major manufacturer of mobile chargers in India.

Semiconductor Consumption For Battery Chargers


2003 2004 2005
Total Semiconductor $- $- $-
Integrated Circuits (IC) $- $- $-
Memory IC $- $- $-
DRAM $- $- $-
SRAM $- $- $-
Flash Memory $- $- $-
NAND $- $- $-
NOR $- $- $-
Other Non-Volatile Memory $- $- $-
Other Memory $- $- $-
Microcomponent IC $- $- $-
Microprocessor (MPU) $- $- $-
General Purpose MPU $- $- $-
Application Specific MPU $- $- $-
Microcontroller (MCU) $- $- $-
4-bit MCU $- $- $-
8-bit MCU $- $- $-
16-bit MCU $- $- $-
32-bit MCU $- $- $-
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $- $- $-
General Purpose Logic $- $- $-
Standard Logic $- $- $-
Display Drivers $- $- $-
PLD $- $- $-
Logic Application Specific IC $- $- $-
Logic ASSP $- $- $-
Logic ASIC $- $- $-
Analog IC $- $- $-
Standard Linear Analog $- $- $-
Amplifier/Comparator $- $- $-
Voltage Regulator/Reference $- $- $-
Data Converters $- $- $-
Interface $- $- $-
Analog Application Specific IC $- $- $-
Analog ASSP $- $- $-
Analog ASIC $- $- $-
Discretes $- $- $-
RF & Microwave $- $- $-
Power Transistor & Thyristor $- $- $-
Rectifier & Power Diodes $- $- $-
Small Signal & Other Discretes $- $- $-
Optical Semiconductor $- $- $-
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $- $- $-
LEDs $- $- $-
Other Optical $- $- $-
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$- $245 $407 $415 $423 $430 $438 $447
$- $208 $346 $353 $359 $366 $373 $380
- 70,000 120,000 126,000 132,300 138,915 145,861 153,154

future. The details are awaited.


from 2007. It plans to increase the capacity to 100 million chargers a year by 2011.
ed. The remaining is grey market.
Single Administrative Document (SAD ) and Counter Vailing duty (CVD), on mobile accessories and components.

ver 12 percent at present


nai plant. Production capacity to be increased to Approx 100 million chargers per year. Production to increase gradually with increase in wo

2006 2007 2008 2009 2010 2011 2012 2013


$- $60 $84 $78 $77 $74 $76 $78
$- $40 $59 $55 $54 $53 $55 $56
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $40 $59 $55 $54 $53 $55 $56
$- $28 $40 $39 $38 $39 $39 $39
$- $- $- $- $- $- $- $-
$- $28 $40 $39 $38 $39 $39 $39
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $12 $19 $16 $16 $15 $16 $16
$- $12 $19 $16 $16 $15 $16 $16
$- $- $- $- $- $- $- $-
$- $20 $26 $23 $22 $21 $21 $22
$- $- $- $- $- $- $- $-
$- $15 $17 $17 $16 $14 $15 $15
$- $5 $8 $6 $7 $7 $7 $7
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
e gradually with increase in workforce from 150 to 1000.
India Research Q3 2009 Market Tracker

Consumer Electronics
Millions of Dollars, Thousands of Units
2003 2004
Total Consumer Electronics Domestic Demand $2,147 $3,021

Consumer Electronics 2003 2004


OEM/Brand Revenue $4,153 $4,676
Manufacturing Revenue $3,366 $3,825
Unit Production 89,762 88,297

Personal & Portable Stereos 2003 2004


OEM/Brand Revenue $50 $43
Manufacturing Revenue $42 $37
Unit Production 6,750 6,456

MP3 Players 2003 2004


OEM/Brand Revenue $- $-
Manufacturing Revenue $- $-
Unit Production - -
Domestic Demand $- $-

Home Audio System Components 2003 2004


OEM/Brand Revenue $897 $916
Manufacturing Revenue $762 $778
Unit Production 14,078 14,325

Color TVs 2003 2004


OEM/Brand Revenue $1,718 $2,095
Manufacturing Revenue $1,409 $1,746
Unit Production 8,000 9,000
Domestic Demand $- $1,942

VCRs 2003 2004


OEM/Brand Revenue $- $-
Manufacturing Revenue - -
Unit Production $- $-
Domestic Demand $- $406

Analog Camcorders 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Digital Camcorders 2003 2004


OEM/Brand Revenue $- $-
Manufacturing Revenue - -
Unit Production $- $-
Domestic Demand $- $22

DVD Video Players 2003 2004


OEM/Brand Revenue - -
Manufacturing Revenue $- $-
Unit Production $- $-
Domestic Demand $- $84

DVD Video Recorders 2003 2004


OEM/Brand Revenue - -
Manufacturing Revenue $- $-
Unit Production $- $-

Digital Set Top Boxes 2003 2004


OEM/Brand Revenue $- $1
Manufacturing Revenue - 1
Unit Production $- $14
Domestic Demand $- $23

Digital Still Cameras 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Video Game Consoles 2003 2004


OEM/Brand Revenue $2 $2
Manufacturing Revenue 1 1
Unit Production $70 $77

Portable Video Game Players 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Consumer Appliances 2003 2004


OEM/Brand Revenue $1,161 $1,296
Manufacturing Revenue 889 999
Unit Production $5,307 $5,866

Battery Charger for Personal Consumer 2003 2004


OEM/Brand Revenue $- $-
Manufacturing Revenue - -
Unit Production $- $-

Other Audio 2003 2004


OEM/Brand Revenue $24 $36
Manufacturing Revenue 21 32
Unit Production $6,017 $7,378

Other Video 2003 2004


OEM/Brand Revenue $109 $97
Manufacturing Revenue 88 78
Unit Production $2,400 $1,800
Domestic Demand $250

Other Personal Electronics 2003 2004


OEM/Brand Revenue $192 $190
Manufacturing Revenue 154 152
Unit Production $47,140 $43,380

Other Consumer Electronics 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Notes
Samsung audio range — which is imported as completely built units — is priced between Rs 5,490 an
Sony terminated manufacturing in India in 2004
Samsung India Electronics is to set up a second manufacturing complex in Sriperumbudur, Chennai,
The Bose India head clarified that manufacturing a consumer electronic product in India would require
60% of the domestic demand for consumer durables is met by local manufacturing and the rest throug
Philips India has taken a strategic decision to completely move out of manufacturing in the country
Philips India Ltd is eyeing acquisitions in sectors such as lifestyle electronics, healthcare and medical
TN setting up electronic hardware park
TN plans Rs 1,300-cr export centre for electronic goods
Key players in the Indian electronics market are Flextronics, Jabil Circuits, TVS Electronics, Solectron
Philips Electronics India Ltd said on Tuesday that it was hoping to double turnover to Rs 5,000 crore.
LG has set up two manufacturing units in India in Greater Noida and in Ranjangaon near Pune for mo
2005 2006 2007 2008 2009 2010 2011
$3,443 $4,661 $8,696 $8,693 $9,329 $10,536 $12,615

2005 2006 2007 2008 2009 2010 2011


$5,106 $5,529 $7,309 $7,424 $8,055 $8,402 $9,174
$4,181 $4,632 $5,963 $6,170 $6,544 $6,757 $7,298
99,239 110,693 140,092 154,480 173,379 209,516 259,006

2005 2006 2007 2008 2009 2010 2011


$19 $15 $78 $23 $7 $2 $1
$16 $13 $66 $19 $6 $2 $0
6,199 5,973 5,768 1,732 520 156 47

2005 2006 2007 2008 2009 2010 2011


$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
- - - - - - -
$6 $47 $88 $122 $139 $160 $191

2005 2006 2007 2008 2009 2010 2011


$944 $933 $822 $283 $98 $34 $12
$803 $793 $699 $241 $83 $29 $10
16,038 17,540 16,497 6,482 2,558 1,013 402

2005 2006 2007 2008 2009 2010 2011


$2,206 $2,263 $2,394 $2,833 $3,053 $2,615 $2,374
$1,839 $1,886 $1,995 $2,621 $2,714 $2,316 $2,095
10,530 12,003 14,108 15,095 16,210 13,636 12,242
$2,047 $2,288 $2,752 $3,023 $3,381 $3,706 $4,694

2005 2006 2007 2008 2009 2010 2011


$- $- $- $- $- $- $-
- - - - - - -
$- $- $- $- $- $- $-
$228 $157 $88 $40 $7 $- $-

2005 2006 2007 2008 2009 2010 2011

2005 2006 2007 2008 2009 2010 2011


$- $- $- $- $- $- $-
- - - - - - -
$- $- $- $- $- $- $-
$45 $68 $117 $172 $215 $266 $267

2005 2006 2007 2008 2009 2010 2011


144 229 307 274 291 247 241
$118 $188 $258 $239 $239 $228 $219
$1,916 $3,313 $4,749 $4,754 $5,456 $6,164 $6,703
$328 $529 $667 $793 $831 $831 $832

2005 2006 2007 2008 2009 2010 2011


- - 1,080 600 432 408 386
$- $- $756 $420 $302 $286 $270
$- $- $7,200 $5,000 $4,000 $4,200 $4,410

2005 2006 2007 2008 2009 2010 2011


$7 $43 $91 $98 $97 $146 $209
6 39 107 88 88 131 188
$87 $572 $1,651 $1,612 $1,651 $2,550 $3,801
$184 $218 $350 $306 $249 $331 $418

2005 2006 2007 2008 2009 2010 2011

2005 2006 2007 2008 2009 2010 2011


$2 $2 $2 $2 $2 $2 $2
1 1 1 1 2 2 2
$83 $89 $94 $103 $113 $124 $136

2005 2006 2007 2008 2009 2010 2011

2005 2006 2007 2008 2009 2010 2011


$1,454 $1,675 $2,047 $2,735 $3,411 $4,146 $4,916
1,130 1,266 1,554 2,073 2,574 3,116 3,681
$6,514 $7,485 $8,864 $11,311 $14,274 $17,519 $21,007

2005 2006 2007 2008 2009 2010 2011


$- $- $- $- $- $- $-
- - - - - - -
$- $- $- $- $- $- $-

2005 2006 2007 2008 2009 2010 2011


$39 $43 $49 $66 $72 $79 $87
35 38 44 59 65 71 78
$8,819 $10,304 $11,300 $13,030 $14,333 $15,766 $17,342

2005 2006 2007 2008 2009 2010 2011


$81 $67 $50 $38 $37 $39 $46
65 54 40 30 29 31 36
$1,350 $945 $473 $119 $24 $1 $2
$200 $180 $100 $100 $100 $100 $101

2005 2006 2007 2008 2009 2010 2011


$209 $230 $356 $473 $567 $737 $959
167 184 285 378 454 590 767
$47,703 $52,458 $70,618 $95,242 $114,291 $148,557 $193,098

2005 2006 2007 2008 2009 2010 2011

priced between Rs 5,490 and Rs 36,000. The company had no immediate plans to set up an audio products manufacturing facility here in In

Sriperumbudur, Chennai, to cater to the fast growing requirements for the company's consumer electronics products in India.
oduct in India would require volumes to the tune of 1 million units, and hence "there are currently no plans for a manufacturing set-up in Ind
acturing and the rest through imports. Most microwaves, DVD and split ACs sold in India are completely imported.
ufacturing in the country
cs, healthcare and medical systems

TVS Electronics, Solectron Centum, LG Electronics, Tata Infotech, Samsung India, Celetronix India and Bharat Electronics Ltd. Emerging n
urnover to Rs 5,000 crore. It also said that it was scouting for mergers and acquisitions in the country
njangaon near Pune for mobile phones, colour televisions, microwave ovens, refrigerators and optical disc drives.
Index

2012 2013
$14,929 $17,546

2012 2013
$10,208 $11,140
$8,090 $8,724
323,754 404,065

2012 2013
$0 $0
$0 $0
14 4

2012 2013
$- $-
$- $-
- -
$221 $244

2012 2013
$4 $1
$3 $1
160 64

2012 2013
$2,173 $1,725
$1,947 $1,536
10,970 8,567
$5,700 $6,706

2012 2013
$- $-
- -
$- $-
$- $-

2012 2013

2012 2013
$- $-
- -
$- $-
$268 $268

2012 2013
275 294
$247 $264
$7,596 $8,123
$832 $833

2012 2013
365 345
$255 $241
$4,631 $4,862

2012 2013
$291 $313
262 281
$5,466 $6,020
$485 $521

2012 2013

2012 2013
$2 $2
2 2
$149 $163

2012 2013

2012 2013
$5,733 $6,655
4,279 4,954
$24,722 $28,838

2012 2013
$- $-
- -
$- $-

2012 2013
$95 $108
85 98
$19,077 $20,984

2012 2013
$49 $56
39 45
$2 $4
$101 $102

2012 2013
$1,246 $1,620
997 1,296
$250,996 $326,257

2012 2013

ducts manufacturing facility here in India,

onics products in India.


ans for a manufacturing set-up in India".
ly imported.

d Bharat Electronics Ltd. Emerging new players include D-Link and WeP, while Samtel and Tyco are already significant and will continue to
lready significant and will continue to emerge as global players in the export arena. Nokia and Elcoteq are expected to set up manufacturin
pected to set up manufacturing plants for handsets in south India.
India Research Q3 2009 Market Tracker

Consumer Electronics Personal & Portable Stereo


Millions of Dollars, Thousands of Dollars
Personal & Portable Stereo 2003 2004 2005 2006
OEM/Brand Revenue $50 $43 $19 $15
Manufacturing Revenue $42 $37 $16 $13
Unit Production 6,750 6,456 6,199 5,973

Radio Receivers 2003 2004 2005 2006


OEM/Brand Revenue $18 $19 $74 $69
Manufacturing Revenue $15 $16 $63 $58
Unit Production 5,060 5,010 4,960 4,911

Tape Recorders 2003 2004 2005 2006


OEM/Brand Revenue $0 $0 $0 $0
Manufacturing Revenue $0 $0 $0 $0
Unit Production 10 10 11 12

Tape Recorder-Cum-Radio 2003 2004 2005 2006


OEM/Brand Revenue $32 $25 $19 $15
Manufacturing Revenue $27 $21 $16 $12
Unit Production 1,680 1,436 1,227 1,049
Notes
There has been a continuous decline in manufacturing in India after 2003 and is expected to continue
The two most important reason are
a. Fast changing technologies and the inability to manufacture those products in India
b. Imported products from China and other South east Asian Countries are cheaper
Key organized player like Philips & Sony have stopped manufacturing in India and are mostly importin
DVD Players are substituting the personal and portable stereos.

2003 2004 2005 2006


Total Semiconductor $15 $17 $6 $5
Integrated Circuits (IC) $13 $14 $5 $4
Memory IC $0 $0 $0 $0
DRAM $- $- $- $-
SRAM $- $- $- $-
Flash Memory $0 $0 $0 $0
NAND $- $- $- $-
NOR $0 $0 $0 $0
Other Non-Volatile Memory $- $- $- $-
Other Memory $- $- $- $-
Microcomponent IC $1 $1 $1 $1
Microprocessor (MPU) $- $- $- $-
General Purpose MPU $- $- $- $-
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $1 $1 $0 $0
4-bit MCU $0 $0 $0 $0
8-bit MCU $0 $0 $0 $0
16-bit MCU $0 $0 $0 $0
32-bit MCU $- $- $- $-
Digital Signal Processor (DSP) $1 $1 $0 $0
DSP ASSP $1 $1 $0 $0
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $4 $5 $2 $1
General Purpose Logic $0 $0 $0 $0
Standard Logic $0 $0 $0 $0
Display Drivers $0 $0 $0 $0
PLD $- $- $- $-
Logic Application Specific IC $4 $5 $2 $1
Logic ASSP $3 $4 $2 $1
Logic ASIC $1 $1 $0 $0
Analog IC $7 $8 $3 $2
Standard Linear Analog $2 $2 $1 $1
Amplifier/Comparator $0 $0 $0 $0
Voltage Regulator/Reference $1 $1 $0 $0
Data Converters $1 $1 $0 $0
Interface $0 $0 $0 $0
Analog Application Specific IC $5 $6 $2 $2
Analog ASSP $5 $6 $2 $2
Analog ASIC $- $- $- $-
Discretes $1 $1 $0 $0
RF & Microwave $0 $0 $0 $0
Power Transistor & Thyristor $0 $0 $0 $0
Rectifier & Power Diodes $0 $0 $0 $0
Small Signal & Other Discretes $0 $0 $0 $0
Optical Semiconductor $1 $2 $1 $1
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $0 $0 $0 $0
LEDs $1 $1 $0 $0
Other Optical $0 $0 $0 $0
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013


$78 $23 $7 $2 $1 $0 $0
$66 $19 $6 $2 $0 $0 $0
5,768 1,732 520 156 47 14 4

2007 2008 2009 2010 2011 2012 2013


$67 $20 $6 $2 $0 $0 $0
$57 $17 $5 $1 $0 $0 $0
4,863 1,459 438 131 39 12 4

2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
13 5 2 1 0 0 0

2007 2008 2009 2010 2011 2012 2013


$11 $3 $1 $0 $0 $0 $0
$9 $3 $1 $0 $0 $0 $0
892 268 80 24 7 2 1

2003 and is expected to continue

cture those products in India


sian Countries are cheaper
g in India and are mostly importing

2007 2008 2009 2010 2011 2012 2013


$31 $10 $3 $1 $0 $0 $0
$26 $8 $2 $1 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$3 $1 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$2 $1 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$1 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$1 $0 $0 $0 $0 $0 $0
$1 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$8 $3 $1 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$8 $3 $1 $0 $0 $0 $0
$7 $2 $1 $0 $0 $0 $0
$1 $0 $0 $0 $0 $0 $0
$15 $4 $1 $0 $0 $0 $0
$4 $1 $0 $0 $0 $0 $0
$1 $0 $0 $0 $0 $0 $0
$2 $1 $0 $0 $0 $0 $0
$1 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$11 $3 $1 $0 $0 $0 $0
$11 $3 $1 $0 $0 $0 $0
$- $- $- $- $- $- $-
$1 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$1 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$4 $1 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$2 $1 $0 $0 $0 $0 $0
$1 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Consumer Electronics - Home Audio System Components


Millions of Dollars, Thousands of Dollars

Home Audio System Components 2003 2004 2005


OEM/Brand Revenue $897 $916 $944
Manufacturing Revenue $762 $778 $803
Unit Production 14,078 14,325 16,038

Tape Recorder-Cum-Radio (Home Audio)


OEM/Brand Revenue $329 $255 $198
Manufacturing Revenue $279 $217 $169
Unit Production 6,720 5,744 4,910

Tape Recorder (Home Audio) 2003 2004 2005


OEM/Brand Revenue $1 $1 $1
Manufacturing Revenue $1 $1 $1
Unit Production 38 41 45

Tape Recorder Decks


OEM/Brand Revenue $6 $6 $7
Manufacturing Revenue $5 $5 $6
Unit Production 120 140 163

VCD/CD Players 2003 2004 2005


OEM/Brand Revenue $562 $653 $739
Manufacturing Revenue $477 $555 $628
Unit Production 7,200 8,400 10,920

Notes
There has been a continuous decline in manufacturing in India after 2003 and is expected to continue
The two most important reason are:
a. Fast changing technologies and the inability to manufacture those products in India
b. Imported products from China and other South east Asian Countries are cheaper
Key organized player like Philips & Sony have stopped manufacturing in India and are mostly importing
Multi Functional (Audio & Video) DVD and MP3 Players are substituting the Home Audio Systems.
The VCD/CD player market is declining by 80% over 2007-12 owing to increase acceptance of DVD player

Semiconductor Consumption in Home Audio System Components


2003 2004 2005
Total Semiconductor $203 $260 $215
Total Semiconductor $124 $152 $126
Integrated Circuits (IC) $8 $10 $8
Memory IC $- $- $-
DRAM $- $- $-
SRAM $4 $4 $2
Flash Memory $- $- $-
NAND $4 $4 $2
NOR $4 $7 $6
Other Non-Volatile Memory $- $- $-
Other Memory $21 $24 $22
Microcomponent IC $- $- $-
Microprocessor (MPU) $- $- $-
General Purpose MPU $- $- $-
Application Specific MPU $17 $19 $18
Microcontroller (MCU) $4 $4 $4
4-bit MCU $9 $10 $10
8-bit MCU $4 $5 $4
16-bit MCU $- $0 $0
32-bit MCU $4 $5 $4
Digital Signal Processor (DSP) $4 $5 $3
DSP ASSP $0 $0 $0
DSP ASIC $0 $0 $-
Multipurpose & Other DSP $22 $25 $22
Logic IC $2 $2 $2
General Purpose Logic $- $- $-
Standard Logic $2 $2 $2
Display Drivers $- $- $-
PLD $19 $22 $20
Logic Application Specific IC $- $- $-
Logic ASSP $19 $22 $20
Logic ASIC $74 $92 $75
Analog IC $42 $57 $46
Standard Linear Analog $12 $16 $13
Amplifier/Comparator $11 $14 $13
Voltage Regulator/Reference $10 $15 $11
Data Converters $9 $11 $9
Interface $31 $36 $29
Analog Application Specific IC $29 $34 $27
Analog ASSP $3 $2 $2
Analog ASIC $51 $71 $56
Discretes $5 $7 $5
RF & Microwave $22 $30 $23
Power Transistor & Thyristor $10 $15 $12
Rectifier & Power Diodes $14 $19 $16
Small Signal & Other Discretes $27 $37 $33
Optical Semiconductor $- $- $-
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $12 $16 $16
Laser Diodes $10 $14 $11
LEDs $5 $7 $7
Other Optical $- $- $-
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$933 $822 $283 $98 $34 $12 $4 $1
$793 $699 $241 $83 $29 $10 $3 $1
17,540 16,497 6,482 2,558 1,013 402 160 64

$154 $30 $8 $2 $1 $0 $0 $0
$131 $25 $7 $2 $1 $0 $0 $0
4,197 892 268 80 24 7 2 1

2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $0 $0 $0 $0 $0 $0
$1 $1 $0 $0 $0 $0 $0 $0
48 52 16 5 1 0 0 0

$7 $7 $2 $1 $0 $0 $0 $0
$6 $6 $2 $0 $0 $0 $0 $0
191 222 67 20 6 2 1 0

2006 2007 2008 2009 2010 2011 2012 2013


$771 $784 $273 $95 $33 $11 $4 $1
$655 $666 $232 $81 $28 $10 $3 $1
13,104 15,332 6,133 2,453 981 392 157 63

nd is expected to continue

hose products in India


untries are cheaper
dia and are mostly importing
Home Audio Systems.
ease acceptance of DVD players.

2006 2007 2008 2009 2010 2011 2012 2013


$224 $213 $65 $21 $8 $3 $1 $0
$135 $128 $39 $13 $5 $2 $1 $0
$9 $7 $2 $1 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$2 $1 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$2 $1 $0 $0 $0 $0 $0 $0
$8 $6 $2 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$23 $22 $7 $3 $1 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$20 $20 $6 $3 $1 $0 $0 $0
$3 $2 $1 $0 $0 $0 $0 $0
$13 $13 $5 $2 $1 $0 $0 $0
$4 $4 $1 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$3 $2 $1 $0 $0 $0 $0 $0
$3 $2 $1 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$23 $21 $6 $2 $1 $0 $0 $0
$2 $1 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$2 $1 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$21 $20 $6 $2 $1 $0 $0 $0
$- $- $- $- $- $- $- $-
$21 $20 $6 $2 $1 $0 $0 $0
$80 $77 $24 $8 $3 $1 $0 $0
$48 $42 $13 $4 $1 $0 $0 $0
$14 $13 $4 $1 $0 $0 $0 $0
$12 $10 $4 $1 $0 $0 $0 $0
$12 $11 $3 $1 $0 $0 $0 $0
$10 $8 $2 $1 $0 $0 $0 $0
$32 $35 $11 $4 $2 $1 $0 $0
$30 $33 $10 $4 $1 $1 $0 $0
$2 $2 $1 $0 $0 $0 $0 $0
$57 $52 $15 $4 $1 $1 $0 $0
$5 $5 $1 $0 $0 $0 $0 $0
$25 $24 $7 $2 $1 $0 $0 $0
$11 $10 $3 $1 $0 $0 $0 $0
$15 $14 $4 $1 $0 $0 $0 $0
$32 $34 $11 $4 $1 $1 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$14 $13 $5 $2 $1 $0 $0 $0
$12 $13 $5 $2 $1 $0 $0 $0
$6 $7 $2 $1 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Consumer Electronics TV

TV 2003 2004 2005


OEM/Brand Revenue $1,718 $2,095 $2,206
Manufacturing Revenue $1,409 $1,746 $1,839
Unit Production 8,000 9,000 10,530

CRT TV 2003 2004 2005


OEM/Brand Revenue $1,718 $2,095 $2,206
Manufacturing Revenue $1,409 $1,746 $1,839
Unit Production 8,000 9,000 10,530
ASP 214.75 232.8 209.52

LCD TV 2003 2004 2005


OEM/Brand Revenue $- $- $-
Manufacturing Revenue $- $- $-
Unit Production 0 0 0
ASP 0 0 0

LCD TV Capacity (Thousands of


units) 2003 2004 2005
Samsung
LG
Videocon
Panasonic
Sanyo-BPL
Sharp India
Mirc Electronics
Dixon
Total

Note
TCL India plans production unit by 2010
Philips enjoyed 40 per cent market share in the audio business and around 6 per cent in the CTV seg
Dixon Technologies, would soon set up an LCD television manufacturing unit here with an investmen
The production of colour TVs, which was 57 lakh units in 2000-01, reached 1.5 crore units in 2006-07
Samsung India, which commenced manufacturing Flat Panel TVs at its Noida facility in India in June la
LGEIL commences LCD television manufacturing at Pune plant.. LG plans to upscale its operations to
Samsung will begin production of LCD TVs at its Chennai plant from August 2007 which will have a p
Bigesto makes close to one million TVs a year
Dixon Utilities makes 8.4 lakh TVs a year
Calcom makes 7.5 lakh TVs a year
Evershine makes 3.6 lakh TVs a year
Many players are sending shipments abroad and feel that in next five years Indian TV manufacturers
Capacities in TVs have gone up from 4.5 million-5 million to 13 million in the last three years
Chinese companies are now focusing only on flat TVs, or curved ones 25' and above. This could be a
Wal-Mart have already held talks with Indian Manufacturers. There are many others, including ones fr
Calcom has bagged an order to sell 10,000 TVs to American prisons.
The $7.5-billion Jabil Circuit has recently entered India after buying out a Philips manufacturing facility
Jabil is setting up another new 175,000-square feet facility at Ranjangaon
TV vendors (EMS Providers) are betting that in the next three years they will be able to sell anywhere
LG is looking at setting up a facility in Ranjangaon that will focus entirely on exports
Khaitan Electricals plans to introduce its TV in 2007
Samsung has produced 10 million CTV and colour monitors, and 1 million refrigerator till date in India

Semiconductor Consumption For Consumer Electronics TVs


2003 2004 2005
Total Semiconductor $156 $202 $187
Integrated Circuits (IC) $130 $164 $152
Memory IC $4 $6 $5
DRAM $1 $1 $1
SRAM $- $- $-
Flash Memory $1 $0 $0
NAND $- $- $-
NOR $1 $0 $0
Other Non-Volatile Memory $2 $4 $3
Other Memory $0 $0 $0
Microcomponent IC $21 $26 $24
Microprocessor (MPU) $- $- $-
General Purpose MPU $- $- $-
Application Specific MPU $- $- $-
Microcontroller (MCU) $21 $26 $24
4-bit MCU $9 $9 $8
8-bit MCU $9 $11 $11
16-bit MCU $3 $5 $4
32-bit MCU $0 $1 $1
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $20 $29 $26
General Purpose Logic $1 $1 $1
Standard Logic $1 $1 $1
Display Drivers $- $- $-
PLD $- $- $-
Logic Application Specific IC $19 $28 $25
Logic ASSP $18 $27 $25
Logic ASIC $1 $1 $1
Analog IC $85 $103 $97
Standard Linear Analog $14 $20 $18
Amplifier/Comparator $5 $6 $5
Voltage Regulator/Reference $6 $10 $10
Data Converters $- $- $-
Interface $3 $3 $3
Analog Application Specific IC $71 $83 $78
Analog ASSP $71 $83 $78
Analog ASIC $- $- $-
Discretes $23 $33 $31
RF & Microwave $1 $2 $2
Power Transistor & Thyristor $17 $25 $25
Rectifier & Power Diodes $2 $3 $3
Small Signal & Other Discretes $3 $4 $2
Optical Semiconductor $3 $5 $4
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $- $- $-
LEDs $2 $3 $3
Other Optical $1 $1 $1
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$2,224 $2,469 $2,833 $3,053 $2,615 $2,374 $2,173 $1,725
$1,998 $2,213 $2,621 $2,714 $2,316 $2,095 $1,947 $1,536
12,016 13,808 15,095 16,210 13,636 12,242 10,970 8,567

2006 2007 2008 2009 2010 2011 2012 2013


$2,149 $2,289 $2,370 $2,381 $1,857 $1,537 $1,249 $875
$1,934 $2,060 $2,228 $2,143 $1,672 $1,383 $1,161 $814
11,936 13,543 14,345 15,010 12,196 10,514 8,896 6,493
180 169 165.24 158.63 152.29 146.2 140.35 134.73

2006 2007 2008 2009 2010 2011 2012 2013


$76 $180 $462 $672 $758 $837 $924 $850
$64 $153 $393 $571 $644 $711 $785 $723
80 265 750 1,200 1,440 1,728 2,074 2,074
944.83 680 616.44 560.1 526.5 484.38 445.63 409.98

2006 2007 2008 2009


300 500 710 800
100 250 310
1,000 1,000
350 900
- -
4 36
50 80
100 300
2,464 3,426

and around 6 per cent in the CTV segment.


facturing unit here with an investment of Rs 20 crore.
1, reached 1.5 crore units in 2006-07.
s at its Noida facility in India in June last year, is planning to augment its LCD manufacturing capacity, by commencing the production of LC
. LG plans to upscale its operations to a figure of 2.5 lakh units a year in the near future.
rom August 2007 which will have a production capacity of 0,2 million per annum.

t five years Indian TV manufacturers will have significant presence in the world
million in the last three years
d ones 25' and above. This could be a good opportunity for Indian manufacturers to trap the market of 14'', 19'' and 21'' TV.
ere are many others, including ones from Germany and Russia.

ing out a Philips manufacturing facility at Pimpri (Maharashtra) where it makes DVDs and TVs

ears they will be able to sell anywhere between a million to two million TVs abroad
entirely on exports

d 1 million refrigerator till date in India.

2006 2007 2008 2009 2010 2011 2012 2013


$185 $165 $159 $149 $128 $124 $125 $99
$147 $133 $126 $123 $107 $104 $106 $84
$3 $2 $2 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$3 $2 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$25 $20 $20 $22 $18 $18 $18 $14
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$25 $20 $20 $22 $18 $18 $18 $14
$7 $5 $4 $3 $2 $2 $2 $1
$13 $11 $13 $15 $14 $13 $13 $10
$4 $3 $3 $3 $2 $2 $3 $2
$1 $1 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$24 $21 $21 $20 $18 $18 $19 $15
$1 $1 $1 $1 $0 $0 $0 $0
$1 $1 $1 $1 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$23 $20 $20 $19 $17 $18 $19 $15
$22 $19 $20 $19 $17 $17 $18 $15
$1 $0 $0 $0 $0 $0 $0 $0
$95 $90 $83 $80 $70 $67 $68 $54
$19 $16 $18 $15 $14 $14 $16 $13
$5 $5 $4 $3 $3 $3 $3 $2
$10 $9 $13 $10 $11 $10 $12 $10
$- $- $- $- $- $- $- $-
$3 $2 $1 $1 $1 $1 $1 $1
$77 $74 $66 $66 $55 $54 $52 $42
$77 $74 $66 $66 $55 $54 $52 $42
$- $- $- $- $- $- $- $-
$34 $29 $29 $22 $18 $17 $16 $13
$2 $1 $1 $1 $1 $1 $1 $1
$27 $24 $25 $18 $15 $14 $13 $11
$3 $3 $2 $2 $2 $2 $2 $1
$2 $1 $1 $1 $1 $1 $1 $1
$4 $4 $4 $4 $3 $3 $2 $2
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$3 $3 $3 $3 $2 $2 $2 $1
$1 $1 $1 $1 $1 $1 $1 $0
$- $- $- $- $- $- $- $-
mmencing the production of LCD TVs from August this Year. The LCD TV manufacturing ca

'' and 21'' TV.


India Research Q3 2009 Market Tracker

Consumer Electronics DVD Video Players


Millions of Dollars, Thousands of Units
DVD Video Player 2003 2004 2005
OEM/Brand Revenue $- $- $144
Manufacturing Revenue $- $- $118
Unit Production 0 0 1,916

Notes
DVD Players are not been exported from India unlike TVs. Although there is a possibility of exports, on
National brands are Philips, LG, Samsung, Onida, Sony, Panasonic, Videocon
Local Brands are Beltek, Oscar, Crown, T Series, Salora.
The share of grey market is expected to decrease with decrease in prices of branded DVD's due to inc
The market share has been assumed to be same over 5 years for the calculation purpose. In reality m
Digital Video System was setting up a plant in Banglore in Dec 2003.
Empire Home Appliances plans to manufacture 1 million units of refrigerators, washing machines, mic

Semiconductor Consumption For Consumer Electronics - DVD Video Players

2003 2004 2005


Total Semiconductor $- $- $38
Integrated Circuits (IC) $- $- $32
Memory IC $- $- $6
DRAM $- $- $5
SRAM $- $- $-
Flash Memory $- $- $1
NAND $- $- $-
NOR $- $- $1
Other Non-Volatile Memory $- $- $0
Other Memory $- $- $-
Microcomponent IC $- $- $0
Microprocessor (MPU) $- $- $-
General Purpose MPU $- $- $-
Application Specific MPU $- $- $-
Microcontroller (MCU) $- $- $0
4-bit MCU $- $- $0
8-bit MCU $- $- $0
16-bit MCU $- $- $0
32-bit MCU $- $- $-
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $- $- $20
General Purpose Logic $- $- $1
Standard Logic $- $- $0
Display Drivers $- $- $1
PLD $- $- $-
Logic Application Specific IC $- $- $19
Logic ASSP $- $- $19
Logic ASIC $- $- $-
Analog IC $- $- $6
Standard Linear Analog $- $- $2
Amplifier/Comparator $- $- $0
Voltage Regulator/Reference $- $- $1
Data Converters $- $- $0
Interface $- $- $0
Analog Application Specific IC $- $- $4
Analog ASSP $- $- $4
Analog ASIC $- $- $-
Discretes $- $- $2
RF & Microwave $- $- $-
Power Transistor & Thyristor $- $- $1
Rectifier & Power Diodes $- $- $0
Small Signal & Other Discretes $- $- $1
Optical Semiconductor $- $- $4
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $- $- $3
LEDs $- $- $1
Other Optical $- $- $-
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$229 $307 $274 $291 $247 $241 $275 $294
$188 $258 $239 $239 $228 $219 $247 $264
3,313 4,749 4,754 5,456 6,164 6,703 7,596 8,123

here is a possibility of exports, once the domestic demand goes high, as the cost of setting up assembly line is not very high.

ices of branded DVD's due to increase in scalability


calculation purpose. In reality market is very volatile and share gets changed every 6 months

gerators, washing machines, microwaves and DVD players.

2006 2007 2008 2009 2010 2011 2012 2013


$62 $85 $70 $73 $66 $68 $81 $87
$53 $73 $59 $60 $52 $55 $67 $72
$8 $7 $3 $3 $1 $1 $1 $1
$7 $6 $2 $1 $1 $1 $0 $0
$- $- $- $- $- $- $- $-
$1 $1 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$1 $1 $0 $0 $0 $0 $0 $0
$0 $1 $1 $1 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$36 $54 $48 $48 $44 $48 $59 $63
$1 $1 $1 $1 $1 $1 $1 $2
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $0 $0 $0 $0
$- $- $- $- $1 $1 $1 $1
$35 $53 $48 $48 $43 $46 $57 $61
$35 $53 $48 $48 $43 $46 $57 $61
$- $- $- $- $- $- $- $-
$9 $11 $8 $8 $7 $7 $7 $8
$3 $3 $3 $2 $2 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0 $0
$1 $2 $2 $2 $1 $1 $1 $1
$1 $1 $0 $0 $0 $0 $0 $0
$0 $1 $0 $0 $0 $0 $0 $0
$6 $8 $5 $6 $5 $5 $6 $6
$6 $8 $5 $6 $5 $5 $6 $6
$- $- $- $- $- $- $- $-
$4 $3 $3 $3 $2 $2 $3 $3
$- $- $- $- $- $- $- $-
$2 $2 $2 $1 $1 $1 $1 $1
$1 $1 $1 $1 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$6 $9 $8 $11 $11 $10 $12 $12
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$4 $5 $5 $7 $7 $7 $9 $9
$2 $3 $3 $3 $3 $3 $3 $3
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
is not very high.
India Research Q3 2009 Market Tracker

Consumer Electronics DVD Video Players


Millions of Dollars, Thousands of units

DVD Recorder 2003 2004 2005 2006


OEM/Brand Revenue $- $- $- $-
Manufacturing Revenue $- $- $- $-
Unit Production 0 0 0 0

Semiconductor Consumption For Consumer Electronics - DVD Recorders


2003 2004 2005 2006
Total Semiconductor $- $- $- $-
Integrated Circuits (IC) $- $- $- $-
Memory IC $- $- $- $-
DRAM $- $- $- $-
SRAM $- $- $- $-
Flash Memory $- $- $- $-
NAND $- $- $- $-
NOR $- $- $- $-
Other Non-Volatile Memory $- $- $- $-
Other Memory $- $- $- $-
Microcomponent IC $- $- $- $-
Microprocessor (MPU) $- $- $- $-
General Purpose MPU $- $- $- $-
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $- $- $- $-
4-bit MCU $- $- $- $-
8-bit MCU $- $- $- $-
16-bit MCU $- $- $- $-
32-bit MCU $- $- $- $-
Digital Signal Processor (DSP) $- $- $- $-
DSP ASSP $- $- $- $-
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $- $- $- $-
General Purpose Logic $- $- $- $-
Standard Logic $- $- $- $-
Display Drivers $- $- $- $-
PLD $- $- $- $-
Logic Application Specific IC $- $- $- $-
Logic ASSP $- $- $- $-
Logic ASIC $- $- $- $-
Analog IC $- $- $- $-
Standard Linear Analog $- $- $- $-
Amplifier/Comparator $- $- $- $-
Voltage Regulator/Reference $- $- $- $-
Data Converters $- $- $- $-
Interface $- $- $- $-
Analog Application Specific IC $- $- $- $-
Analog ASSP $- $- $- $-
Analog ASIC $- $- $- $-
Discretes $- $- $- $-
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $- $- $- $-
Rectifier & Power Diodes $- $- $- $-
Small Signal & Other Discretes $- $- $- $-
Optical Semiconductor $- $- $- $-
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $-
LEDs $- $- $- $-
Other Optical $- $- $- $-
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013


$1,080 $600 $432 $408 $386 $365 $345
$756 $420 $302 $286 $270 $255 $241
7,200 5,000 4,000 4,200 4,410 4,631 4,862

2007 2008 2009 2010 2011 2012 2013


$376 $173 $113 $96 $99 $97 $91
$304 $139 $91 $78 $82 $80 $75
$12 $3 $2 $2 $1 $1 $1
$10 $2 $2 $1 $1 $1 $1
$- $- $- $- $- $- $-
$2 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$2 $0 $0 $0 $0 $0 $0
$1 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$12 $4 $3 $2 $2 $3 $3
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$8 $3 $2 $2 $2 $2 $2
$- $- $- $- $- $- $-
$2 $1 $1 $1 $1 $1 $1
$5 $2 $1 $1 $1 $1 $1
$1 $0 $0 $0 $0 $0 $0
$4 $1 $1 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$4 $1 $1 $0 $0 $0 $0
$173 $86 $60 $52 $56 $53 $50
$19 $5 $2 $1 $0 $0 $0
$8 $1 $0 $0 $0 $0 $0
$12 $3 $1 $0 $0 $0 $0
$- $- $- $- $- $- $-
$154 $81 $58 $51 $55 $53 $50
$154 $81 $58 $51 $55 $53 $50
$- $- $- $- $- $- $-
$107 $46 $26 $23 $22 $23 $22
$25 $10 $5 $4 $4 $4 $4
$5 $2 $1 $1 $1 $1 $1
$10 $4 $2 $2 $2 $2 $1
$7 $2 $2 $1 $1 $1 $1
$3 $1 $1 $0 $0 $0 $0
$82 $36 $21 $18 $18 $19 $18
$82 $36 $21 $18 $18 $19 $18
$- $- $- $- $- $- $-
$28 $13 $8 $6 $6 $6 $6
$- $- $- $- $- $- $-
$14 $7 $4 $3 $3 $3 $3
$6 $3 $2 $1 $1 $1 $1
$9 $4 $2 $2 $2 $2 $2
$44 $21 $14 $12 $11 $11 $10
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$27 $12 $8 $8 $7 $8 $7
$17 $9 $6 $4 $4 $3 $3
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Consumer Electronics Set Top Box


Millions of Dollars, Thousands of Units/Subscribers)
Digital Set Top Boxes 2003 2004 2005 2006
OEM/Brand Revenue (in Millions of $) $- $1 $7 $43
Manufacturing Revenue (in Millions of $) $- $1 $6 $39
Unit Productions - 14 87 572

Cable STB 2003 2004 2005 2006


Standard cable Subscribers 57,000 61,920 63,250
Digital Cable Subscribers 80 250
Units 80 174
Average Selling Price $91 $88
Revenues (Mn USD) $7 $15

DTH STB 2003 2004 2005 2006


Subscribers (in thousands) - 250 2,340 4,900
Units (in thousands) - 275 2,103 2,677
Average Selling Price (USD) $- $82 $79 $75
Revenues (Mn USD) $- $23 $166 $201

IPTV STB 2003 2004 2005 2006


Subscribers (in thousands) - -
Units (in thousands) - -
Average Selling Price (USD) $- $-
Revenues (Mn USD) $- $-

STB Total 2003 2004 2005 2006


Subscribers (DTH,IPTV,Cable) 250 2,420 5,150
Units (in thousands) 275 2,183 2,851
Revenues (Mn USD) $23 $173 $216
Average Selling Price $82 $79 $76

2003 2004 2005 2006


Locally Manufactured Digital STBs (in thousand) 14 87 570

Note
DTH market is expected to grow from the present 48 lakh subscribers to 3.76 crore subscribers by 20
IPTV, video-on-demand services launched in Kolkata
Dish TV has 22 lakh subscriber base and offices.
Aksh Optifibre will manufacture one lakh STBs in the first year
Aksh Optifibre aiming at manufacturing Set Top Boxes from the third quarter, which will bring down th
Aksh Optifibre to make set top boxes for IPTV service start before the second quarter of next fiscal, a
Demand for set-top boxes on the rise
MTNL-Aksh Opticfibre in tie-up for IPTV
IPTV set-tops: Motorola in talks with Reliance
The Chennai-based telecom equipment maker, Midas Communication recently announced a wireless
Ichip India develops integrated net device (@Box)at $100. According to the company, the device has

Semiconductor Consumption For Consumer Electronics Set Top Boxs


2003 2004 2005 2006
Total Semiconductor $- $0 $2 $15
Integrated Circuits (IC) $- $0 $2 $14
Memory IC $- $0 $0 $4
DRAM $- $0 $0 $1
SRAM $- $- $- $-
Flash Memory $- $0 $0 $2
NAND $- $- $- $-
NOR $- $0 $0 $2
Other Non-Volatile Memory $- $- $- $0
Other Memory $- $- $- $-
Microcomponent IC $- $0 $0 $1
Microprocessor (MPU) $- $0 $0 $1
General Purpose MPU $- $0 $0 $1
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $- $0 $0 $0
4-bit MCU $- $0 $0 $0
8-bit MCU $- $0 $0 $0
16-bit MCU $- $0 $0 $0
32-bit MCU $- $0 $0 $0
Digital Signal Processor (DSP) $- $- $- $-
DSP ASSP $- $- $- $-
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $- $0 $1 $7
General Purpose Logic $- $0 $0 $0
Standard Logic $- $0 $0 $0
Display Drivers $- $0 $0 $0
PLD $- $0 $0 $0
Logic Application Specific IC $- $0 $1 $7
Logic ASSP $- $0 $1 $7
Logic ASIC $- $0 $- $-
Analog IC $- $0 $0 $2
Standard Linear Analog $- $0 $0 $0
Amplifier/Comparator $- $0 $0 $0
Voltage Regulator/Reference $- $0 $0 $0
Data Converters $- $0 $0 $0
Interface $- $0 $0 $0
Analog Application Specific IC $- $0 $0 $2
Analog ASSP $- $0 $0 $2
Analog ASIC $- $- $- $-
Discretes $- $0 $0 $1
RF & Microwave $- $0 $0 $0
Power Transistor & Thyristor $- $0 $0 $0
Rectifier & Power Diodes $- $0 $0 $0
Small Signal & Other Discretes $- $0 $0 $0
Optical Semiconductor $- $0 $0 $0
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $-
LEDs $- $0 $0 $0
Other Optical $- $0 $0 $0
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013


$118 $98 $97 $146 $209 $291 $313
$107 $88 $88 $131 $188 $262 $281
1,651 1,612 1,651 2,550 3,801 5,466 6,020

2007 2008 2009 2010 2011 2012 2013


68,000 70,720 74,963 80,436 86,307 92,608 99,368
573 768 1,036 1,554 2,176 3,047 4,265
335 224 345 622 777 1,088 1,523
$82 $76 $74 $73 $71 $70 $68
$27 $17 $26 $45 $55 $76 $104

2007 2008 2009 2010 2011 2012 2013


10,000 14,800 17,612 20,958 25,150 29,928 34,418
5,100 4,800 3,848 5,107 6,707 7,796 8,081
$66 $60 $58 $55 $53 $51 $49
$337 $288 $222 $282 $356 $397 $395

2007 2008 2009 2010 2011 2012 2013


10 25 63 125 238 451 857
10 15 39 66 119 226 429
$64 $59 $55 $54 $53 $52 $51
$1 $1 $2 $4 $6 $12 $22

2007 2008 2009 2010 2011 2012 2013


10,583 15,593 18,711 22,638 27,564 33,426 39,540
5,445 5,039 4,232 5,795 7,603 9,110 10,033
$365 $306 $249 $331 $418 $485 $521
$67 $61 $59 $57 $55 $53 $52

2007 2008 2009 2010 2011 2012 2013


1,361 1,612 1,651 2,550 3,801 5,466 6,020

6 crore subscribers by 2015.

r, which will bring down the STB price by at least 40-50 per cent in India
nd quarter of next fiscal, at one of the existing manufacturing units for its fibre and cable business.

tly announced a wireless set top box that uses the existing cable television network to offer broadband connectivity. Intermediate devices s
company, the device has potential in 1 million households.

2007 2008 2009 2010 2011 2012 2013


$30 $31 $31 $48 $69 $105 $115
$28 $29 $29 $45 $66 $99 $108
$4 $3 $3 $5 $7 $9 $9
$2 $1 $2 $2 $3 $3 $4
$- $- $- $- $- $- $-
$2 $1 $2 $3 $4 $5 $6
$- $- $- $- $- $- $-
$2 $1 $2 $3 $4 $5 $6
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$3 $3 $3 $5 $7 $12 $13
$3 $3 $3 $5 $7 $11 $12
$3 $3 $3 $5 $7 $11 $12
$- $- $- $- $- $- $-
$0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$17 $19 $19 $29 $43 $65 $71
$1 $1 $1 $1 $1 $2 $2
$0 $0 $0 $0 $0 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $1 $1 $1
$17 $19 $18 $28 $42 $63 $69
$17 $19 $18 $28 $42 $63 $69
$- $- $- $- $- $- $-
$4 $4 $4 $6 $8 $13 $14
$1 $1 $1 $1 $1 $2 $2
$0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$4 $4 $4 $5 $7 $11 $12
$4 $4 $4 $5 $7 $11 $12
$- $- $- $- $- $- $-
$1 $1 $1 $1 $2 $3 $4
$0 $0 $0 $0 $0 $1 $1
$1 $1 $1 $0 $1 $1 $1
$0 $0 $0 $0 $0 $1 $1
$0 $0 $0 $0 $1 $1 $1
$1 $1 $1 $1 $2 $3 $3
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $2 $2
$0 $0 $0 $0 $0 $1 $1
$- $- $- $- $- $- $-
ctivity. Intermediate devices such as this one will pave the way for future adoption of IPTV
India Research Q3 2009 Market Tracker

Consumer Electronics Video Game Consoles and Hand-held Games


Millions of Dollars, Thousands of Units

Video Game Consoles 2003 2004 2005 2006


OEM/Brand Revenues $2 $2 $2 $2
Manufacturing Revenues $1 $1 $1 $1
Unit Production 70 77 83 89

Game Consoles 2003 2004 2005 2006


OEM/Brand Revenues $- $- $- $-
Manufacturing Revenues $- $- $- $-
Unit Production 0 0 0 0

TV/Video Games 2003 2004 2005 2006


OEM/Brand Revenues $2 $2 $2 $2
Manufacturing Revenues $1 $1 $1 $1
Unit Production 70 77 83 89

Hand Held Games 2003 2004 2005 2006


OEM/Brand Revenues
Manufacturing Revenues No Significant P
Unit Production

Notes
1. Game consoles are not . Sony distributes its Play Station in India through Media Interactive Limited
2. The sales of TV/Video Games are expected to decrease from 2005 due to increasing popularity of
3. The manufacturing of Hand held games is insignificant and are usually imported

Semiconductor Consumption For Consumer Electronics Game Consoles


2003 2004 2005 2006
Total Semiconductor $1 $1 $1 $1
Integrated Circuits (IC) $1 $1 $1 $1
Memory IC $0 $0 $0 $0
DRAM $0 $0 $0 $0
SRAM $- $- $- $-
Flash Memory $- $- $0 $0
NAND $- $- $0 $0
NOR $- $- $- $-
Other Non-Volatile Memory $0 $0 $0 $0
Other Memory $- $- $- $-
Microcomponent IC $0 $0 $0 $0
Microprocessor (MPU) $0 $0 $0 $0
General Purpose MPU $0 $0 $0 $0
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $0 $0 $0 $0
4-bit MCU $- $- $- $-
8-bit MCU $0 $0 $0 $0
16-bit MCU $0 $0 $0 $0
32-bit MCU $0 $0 $0 $0
Digital Signal Processor (DSP) $- $- $0 $0
DSP ASSP $- $- $0 $0
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $0 $0 $0 $0
General Purpose Logic $0 $0 $0 $0
Standard Logic $0 $0 $0 $0
Display Drivers $0 $0 $0 $0
PLD $- $- $- $-
Logic Application Specific IC $0 $0 $0 $0
Logic ASSP $- $- $- $-
Logic ASIC $0 $0 $0 $0
Analog IC $0 $0 $0 $0
Standard Linear Analog $0 $0 $0 $0
Amplifier/Comparator $0 $0 $0 $0
Voltage Regulator/Reference $0 $0 $0 $0
Data Converters $0 $0 $0 $0
Interface $0 $0 $0 $0
Analog Application Specific IC $- $- $- $-
Analog ASSP $- $- $- $-
Analog ASIC $- $- $- $-
Discretes $0 $0 $0 $0
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $0 $0 $0 $0
Rectifier & Power Diodes $0 $0 $0 $0
Small Signal & Other Discretes $0 $0 $0 $0
Optical Semiconductor $0 $0 $0 $0
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $-
LEDs $0 $0 $0 $0
Other Optical $- $- $- $-
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013


$2 $2 $2 $2 $2 $2 $2
$1 $1 $2 $2 $2 $2 $2
94 103 113 124 136 149 163

2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
0 0 0 0 0 0 0

2007 2008 2009 2010 2011 2012 2013


$2 $2 $2 $2 $2 $2 $2
$1 $1 $2 $2 $2 $2 $2
94 103 113 124 136 149 163

2007 2008 2009 2010 2011 2012 2013

No Significant Production

through Media Interactive Limited.


5 due to increasing popularity of PC games and Gaming consoles.
ually imported

2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $1 $0 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Consumer Electronics Consumer Appliances


Millions of Dollars, Thousands of Units

Consumer Appliances 2003 2004 2005 2006


OEM/Brand Revenues $1,161 $1,296 $1,454 $1,675
Manufacturing Revenues $889 $999 $1,130 $1,266
Unit Production 5,307 5,866 6,514 7,485

Air Conditioners 2003 2004 2005 2006


OEM/Brand Revenues $197 $252 $323 $399
Manufacturing Revenues $186 $239 $306 $333
Unit Production 596 764 980 1,210

Air Cleaners 2003 2004 2005 2006


OEM/Brand Revenues $28 $30 $32 $34
Manufacturing Revenues $14 $15 $16 $18
Unit Production 202 218 234 250

Microwave Ovens 2003 2004 2005 2006


OEM/Brand Revenues $25 $33 $45 $67
Manufacturing Revenues $19 $25 $34 $50
Unit Production 141 188 250 375

Washers/Dryers 2003 2004 2005 2006


OEM/Brand Revenues $208 $223 $240 $289
Manufacturing Revenues $174 $187 $201 $242
Unit Production 1,168 1,256 1,350 1,625

Refrigerators 2003 2004 2005 2006


OEM/Brand Revenues $704 $757 $814 $886
Manufacturing Revenues $496 $533 $573 $623
Unit Production 3,200 3,441 3,700 4,025

Dishwashers 2003 2004 2005 2006


OEM/Brand Revenues $- $- $- $-
Manufacturing Revenues $- $- $- $-
Unit Production 0 0 0 0

Note
Voltas, which recorded 30 per cent growth in the AC market, at 2.50 lakh units in 2006-07 as against
Voltas to exit fridges, focus on AC market. Voltas aim is to sell 3,00,000 units of air-conditioners this y
Haier opens unit in Pune to manufacture refrigerators. The total capacity of the unit was 3.5 lakh units
Maharaja Appliances to setup a manufacturing plant in Baddi, HP to produce 1 million refrigerators an
Daikin to set up an air conditioner manufacturing unit in Neemrana, Rajasthan.
Semiconductor Consumption For Consumer Electronics - Consumer Appliances
2003 2004 2005 2006
Total Semiconductor $33 $42 $46 $56
Integrated Circuits (IC) $16 $22 $24 $30
Memory IC $3 $6 $5 $5
DRAM $- $- $- $-
SRAM $- $- $- $-
Flash Memory $2 $3 $2 $2
NAND $- $- $- $-
NOR $2 $3 $2 $2
Other Non-Volatile Memory $1 $3 $3 $4
Other Memory $- $- $- $-
Microcomponent IC $5 $6 $7 $9
Microprocessor (MPU) $- $- $- $-
General Purpose MPU $- $- $- $-
Application Specific MPU$- $- $- $-
Microcontroller (MCU) $5 $6 $6 $8
4-bit MCU $2 $2 $2 $3
8-bit MCU $1 $2 $1 $2
16-bit MCU $2 $2 $3 $3
32-bit MCU $0 $0 $0 $0
Digital Signal Processor (DSP)
$0 $0 $0 $1
DSP ASSP $0 $0 $0 $0
DSP ASIC $- $- $- $-
Multipurpose & Other DSP$0 $0 $0 $0
Logic IC $1 $1 $1 $2
General Purpose Logic $1 $1 $1 $2
Standard Logic $0 $0 $0 $0
Display Drivers $0 $0 $1 $1
PLD $0 $0 $1 $1
Logic Application Specific$-
IC $- $- $-
Logic ASSP $- $- $- $-
Logic ASIC $- $- $- $-
Analog IC $7 $9 $11 $14
Standard Linear Analog $7 $9 $11 $14
Amplifier/Comparator $1 $2 $2 $3
Voltage Regulator/Reference
$2 $3 $4 $5
Data Converters $- $- $- $-
Interface $3 $4 $5 $7
Analog Application Specific
$- IC $- $- $-
Analog ASSP $- $- $- $-
Analog ASIC $- $- $- $-
Discretes $15 $18 $19 $23
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $6 $7 $8 $9
Rectifier & Power Diodes $4 $5 $6 $7
Small Signal & Other Discretes
$5 $6 $6 $7
Optical Semiconductor $1 $2 $2 $2
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $-
LEDs $1 $1 $1 $2
Other Optical $0 $0 $0 $1
Sensors & Actuators $0 $1 $1 $1
Index

2007 2008 2009 2010 2011 2012 2013


$2,047 $2,735 $3,411 $4,146 $4,916 $5,733 $6,655
$1,554 $2,073 $2,574 $3,116 $3,681 $4,279 $4,954
8,864 11,311 14,274 17,519 21,007 24,722 28,838

2007 2008 2009 2010 2011 2012 2013


$571 $628 $731 $806 $886 $975 $1,076
$477 $524 $610 $673 $740 $814 $898
1,631 1,794 2,089 2,302 2,533 2,786 3,064

2007 2008 2009 2010 2011 2012 2013


$37 $39 $42 $45 $48 $51 $55
$19 $20 $21 $23 $25 $26 $28
268 286 306 328 351 375 401

2007 2008 2009 2010 2011 2012 2013


$83 $104 $130 $163 $204 $255 $318
$63 $79 $98 $123 $154 $192 $240
469 586 732 916 1,144 1,431 1,788

2007 2008 2009 2010 2011 2012 2013


$309 $515 $583 $652 $723 $794 $867
$258 $430 $487 $545 $603 $663 $724
1,739 2,060 2,405 2,773 3,167 3,589 4,040

2007 2008 2009 2010 2011 2012 2013


$1,047 $1,448 $1,912 $2,427 $2,998 $3,633 $4,359
$737 $1,020 $1,346 $1,709 $2,111 $2,558 $3,069
4,758 6,584 8,692 11,031 13,629 16,514 19,723

2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
0 0 0 0 0 0 0

50 lakh units in 2006-07 as against two lakh units in 2005-06, hopes to achieve a target of 3.50 lakh units in 2007-08.
0,000 units of air-conditioners this year compared to 2,00,000 units last year
pacity of the unit was 3.5 lakh units of refrigerator per annum, while the company would make 3.3 lakh units in the first year, up from around
o produce 1 million refrigerators and 2 laks washing machines per annum
nsumer Appliances
2007 2008 2009 2010 2011 2012 2013
$68 $101 $131 $173 $210 $247 $289
$38 $58 $76 $106 $130 $153 $179
$5 $7 $8 $11 $13 $15 $17
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$2 $2 $2 $2 $3 $3 $4
$- $- $- $- $- $- $-
$2 $2 $2 $2 $3 $3 $4
$4 $5 $6 $9 $10 $12 $14
$- $- $- $- $- $- $-
$13 $20 $24 $33 $42 $49 $57
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$12 $18 $22 $30 $38 $44 $52
$3 $5 $6 $6 $7 $8 $10
$3 $4 $4 $6 $8 $9 $11
$5 $9 $12 $16 $22 $25 $30
$0 $1 $1 $1 $2 $2 $2
$1 $1 $2 $3 $4 $5 $6
$0 $0 $0 $1 $1 $1 $1
$- $- $- $- $- $- $-
$1 $1 $2 $2 $3 $4 $4
$2 $3 $3 $5 $6 $7 $8
$2 $3 $3 $5 $6 $7 $8
$0 $0 $0 $1 $1 $1 $1
$1 $1 $1 $1 $2 $2 $2
$1 $1 $2 $3 $3 $4 $5
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$18 $29 $41 $57 $70 $83 $97
$18 $29 $41 $57 $70 $83 $97
$3 $4 $7 $10 $12 $14 $16
$7 $14 $20 $26 $35 $41 $48
$- $- $- $- $- $- $-
$8 $11 $14 $21 $24 $28 $33
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$26 $36 $45 $53 $64 $75 $87
$- $- $- $- $- $- $-
$11 $16 $20 $24 $31 $36 $42
$7 $10 $14 $16 $19 $22 $26
$8 $10 $11 $13 $14 $17 $19
$3 $4 $6 $8 $9 $11 $13
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$2 $3 $5 $7 $8 $9 $11
$1 $1 $1 $1 $2 $2 $2
$2 $3 $4 $6 $7 $8 $9
0

Consumer Electronics Consumer Appliances


Millions of Dollars, Thousands of Units

Consumer Appliances 2003 2004 2005 2006 2007


OEM/Brand Revenues $1,161 $1,296 $1,454 $1,675 $2,047
Manufacturing Revenues $889 $999 $1,130 $1,266 $1,554
Unit Production 5,307 5,866 6,514 7,485 8,864

Air Conditioners 2003 2004 2005 2006 2007


OEM/Brand Revenues $197 $252 $323 $399 $571
Manufacturing Revenues $186 $239 $306 $333 $477
Unit Production 596 764 980 1,210 1,631

Air Cleaners 2003 2004 2005 2006 2007


OEM/Brand Revenues $28 $30 $32 $34 $37
Manufacturing Revenues $14 $15 $16 $18 $19
Unit Production 202 218 234 250 268

Microwave Ovens 2003 2004 2005 2006 2007


OEM/Brand Revenues $25 $33 $45 $67 $83
Manufacturing Revenues $19 $25 $34 $50 $63
Unit Production 141 188 250 375 469

Washers/Dryers 2003 2004 2005 2006 2007


OEM/Brand Revenues $208 $223 $240 $289 $309
Manufacturing Revenues $174 $187 $201 $242 $258
Unit Production 1,168 1,256 1,350 1,625 1,739

Refrigerators 2003 2004 2005 2006 2007


OEM/Brand Revenues $704 $757 $814 $886 $1,047
Manufacturing Revenues $496 $533 $573 $623 $737
Unit Production 3,200 3,441 3,700 4,025 4,758

Dishwashers 2003 2004 2005 2006 2007


OEM/Brand Revenues $- $- $- $- $-
Manufacturing Revenues $- $- $- $- $-
Unit Production 0 0 0 0 0

Note
Voltas, which recorded 30 per cent growth in the AC market, at 2.50 lakh units in 2006-07 as against two lakh uni
Voltas to exit fridges, focus on AC market. Voltas aim is to sell 3,00,000 units of air-conditioners this year compare
n the first year, up from around
Haier opens
65,000unit
units
in which
Pune to
it has
manufacture
purchased
refrigerators.
for selling The total capacity of the unit was 3.5 lakh units of refrigerat
Maharaja Appliances to setup a manufacturing plant in Baddi, HP to produce 1 million refrigerators and 2 laks was
Daikin to set up an air conditioner manufacturing unit in Neemrana, Rajasthan.
Semiconductor Consumption For Consumer Electronics - Consumer Appliances
2003 2004 2005 2006 2007
Total Semiconductor $33 $42 $46 $56 $68
Integrated Circuits (IC) $16 $22 $24 $30 $38
Memory IC $3 $6 $5 $5 $5
DRAM $- $- $- $- $-
SRAM $- $- $- $- $-
Flash Memory $2 $3 $2 $2 $2
NAND $- $- $- $- $-
NOR $2 $3 $2 $2 $2
Other Non-Volatile Memory $1 $3 $3 $4 $4
Other Memory $- $- $- $- $-
Microcomponent IC $5 $6 $7 $9 $13
Microprocessor (MPU) $- $- $- $- $-
General Purpose MPU $- $- $- $- $-
Application Specific MPU$- $- $- $- $-
Microcontroller (MCU) $5 $6 $6 $8 $12
4-bit MCU $2 $2 $2 $3 $3
8-bit MCU $1 $2 $1 $2 $3
16-bit MCU $2 $2 $3 $3 $5
32-bit MCU $0 $0 $0 $0 $0
Digital Signal Processor (DSP)
$0 $0 $0 $1 $1
DSP ASSP $0 $0 $0 $0 $0
DSP ASIC $- $- $- $- $-
Multipurpose & Other DSP$0 $0 $0 $0 $1
Logic IC $1 $1 $1 $2 $2
General Purpose Logic $1 $1 $1 $2 $2
Standard Logic $0 $0 $0 $0 $0
Display Drivers $0 $0 $1 $1 $1
PLD $0 $0 $1 $1 $1
Logic Application Specific$-
IC $- $- $- $-
Logic ASSP $- $- $- $- $-
Logic ASIC $- $- $- $- $-
Analog IC $7 $9 $11 $14 $18
Standard Linear Analog $7 $9 $11 $14 $18
Amplifier/Comparator $1 $2 $2 $3 $3
Voltage Regulator/Reference
$2 $3 $4 $5 $7
Data Converters $- $- $- $- $-
Interface $3 $4 $5 $7 $8
Analog Application Specific
$- IC $- $- $- $-
Analog ASSP $- $- $- $- $-
Analog ASIC $- $- $- $- $-
Discretes $15 $18 $19 $23 $26
RF & Microwave $- $- $- $- $-
Power Transistor & Thyristor $6 $7 $8 $9 $11
Rectifier & Power Diodes $4 $5 $6 $7 $7
Small Signal & Other Discretes
$5 $6 $6 $7 $8
Optical Semiconductor $1 $2 $2 $2 $3
Image Sensors $- $- $- $- $-
CCD Image Sensors $- $- $- $- $-
CMOS Image Sensors $- $- $- $- $-
Laser Diodes $- $- $- $- $-
LEDs $1 $1 $1 $2 $2
Other Optical $0 $0 $0 $1 $1
Sensors & Actuators $0 $1 $1 $1 $2
Index

2008 2009 2010 2011 2012 2013


$2,735 $3,399 $4,093 $4,859 $5,708 $6,675
$2,073 $2,563 $3,072 $3,633 $4,254 $4,959
11,311 14,224 17,350 20,823 24,695 29,017

2008 2009 2010 2011 2012 2013


$628 $731 $806 $886 $975 $1,076
$524 $610 $673 $740 $814 $898
1,794 2,089 2,302 2,533 2,786 3,064

2008 2009 2010 2011 2012 2013


$39 $42 $45 $48 $51 $55
$20 $21 $23 $25 $26 $28
286 306 328 351 375 401

2008 2009 2010 2011 2012 2013


$104 $130 $163 $204 $255 $318
$79 $98 $123 $154 $192 $240
586 732 916 1,144 1,431 1,788

2008 2009 2010 2011 2012 2013


$515 $583 $652 $723 $794 $867
$430 $487 $545 $603 $663 $724
2,060 2,405 2,773 3,167 3,589 4,040

2008 2009 2010 2011 2012 2013


$1,448 $1,912 $2,427 $2,998 $3,633 $4,359
$1,020 $1,346 $1,709 $2,111 $2,558 $3,069
6,584 8,692 11,031 13,629 16,514 19,723

2008 2009 2010 2011 2012 2013


$- $- $- $- $- $-
$- $- $- $- $- $-
0 0 0 0 0 0

in 2006-07 as against two lakh units in 2005-06, hopes to achieve a target of 3.50 lakh units in 2007-08.
of air-conditioners this year compared to 2,00,000 units last year
unit was 3.5 lakh units of refrigerator per annum, while the company would make 3.3 lakh units in the first year, up from around 65,000 uni
million refrigerators and 2 laks washing machines per annum
2008 2009 2010 2011 2012 2013
$101 $131 $173 $210 $247 $289
$58 $76 $106 $130 $153 $179
$7 $8 $11 $13 $15 $17
$- $- $- $- $- $-
$- $- $- $- $- $-
$2 $2 $2 $3 $3 $4
$- $- $- $- $- $-
$2 $2 $2 $3 $3 $4
$5 $6 $9 $10 $12 $14
$- $- $- $- $- $-
$20 $24 $33 $42 $49 $57
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$18 $22 $30 $38 $44 $52
$5 $6 $6 $7 $8 $10
$4 $4 $6 $8 $9 $11
$9 $12 $16 $22 $25 $30
$1 $1 $1 $2 $2 $2
$1 $2 $3 $4 $5 $6
$0 $0 $1 $1 $1 $1
$- $- $- $- $- $-
$1 $2 $2 $3 $4 $4
$3 $3 $5 $6 $7 $8
$3 $3 $5 $6 $7 $8
$0 $0 $1 $1 $1 $1
$1 $1 $1 $2 $2 $2
$1 $2 $3 $3 $4 $5
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$29 $41 $57 $70 $83 $97
$29 $41 $57 $70 $83 $97
$4 $7 $10 $12 $14 $16
$14 $20 $26 $35 $41 $48
$- $- $- $- $- $-
$11 $14 $21 $24 $28 $33
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$36 $45 $53 $64 $75 $87
$- $- $- $- $- $-
$16 $20 $24 $31 $36 $42
$10 $14 $16 $19 $22 $26
$10 $11 $13 $14 $17 $19
$4 $6 $8 $9 $11 $13
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$- $- $- $- $- $-
$3 $5 $7 $8 $9 $11
$1 $1 $1 $2 $2 $2
$3 $4 $6 $7 $8 $9
ar, up from around 65,000 units which it has purchased for selling
India Research Q3 2009 Market Tracker

Consumer Electronics Other Audio


Millions of Dollars, Thousands of Units

Other Audio 2003 2004 2005 2006


OEM/Brand Revenue $24 $36 $39 $43
Manufacturing Revenue $21 $32 $35 $38
Unit Production 6,017 7,378 8,819 10,304

Amplifiers, Consumer 2003 2004 2005 2006


OEM/Brand Revenue $11 $11 $11 $11
Manufacturing Revenue $10 $10 $10 $10
Unit Production 150 150 150 150

Amplispeakers 2003 2004 2005 2006


OEM/Brand Revenue $0 $0 $0 $0
Manufacturing Revenue $0 $0 $0 $0
Unit Production 7 8 9 10

Speaker Systems / Columns 2003 2004 2005 2006


OEM/Brand Revenue $3 $14 $18 $21
Manufacturing Revenue $3 $12 $16 $19
Unit Production 3,640 4,970 6,300 7,630

Microphones 2003 2004 2005 2006


OEM/Brand Revenue $3 $3 $4 $4
Manufacturing Revenue $3 $3 $3 $4
Unit Production 700 800 914 1,045

Driver Unit Production 2003 2004 2005 2006


OEM/Brand Revenue $3 $3 $3 $3
Manufacturing Revenue $3 $3 $3 $3
Unit Production 350 350 350 350

Horn Speakers 2003 2004 2005 2006


OEM/Brand Revenue $1 $2 $2 $2
Manufacturing Revenue $1 $2 $2 $2
Unit Production 980 1,020 1,062 1,105

Amplifiers and PA system 2003 2004 2005 2006


OEM/Brand Revenue $2 $2 $1 $0
Manufacturing Revenue $2 $2 $1 $0
Unit Production 190 80 34 14

Semiconductor Consumption For Consumer Electronics - Other Audio Components


2003 2004 2005 2006
Total Semiconductor $4 $7 $7 $9
Integrated Circuits (IC) $3 $5 $6 $6
Memory IC $0 $0 $0 $0
DRAM $- $- $- $-
SRAM $- $- $- $-
Flash Memory $- $- $- $-
NAND $- $- $- $-
NOR $- $- $- $-
Other Non-Volatile Memory $0 $0 $0 $0
Other Memory $- $- $- $-
Microcomponent IC $0 $1 $1 $1
Microprocessor (MPU) $0 $0 $0 $0
General Purpose MPU $0 $0 $0 $0
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $0 $0 $0 $1
4-bit MCU $0 $0 $0 $0
8-bit MCU $0 $0 $0 $0
16-bit MCU $0 $0 $0 $0
32-bit MCU $0 $0 $0 $0
Digital Signal Processor (DSP) $0 $0 $0 $0
DSP ASSP $0 $0 $0 $0
DSP ASIC $- $- $0 $0
Multipurpose & Other DSP $0 $0 $0 $0
Logic IC $1 $2 $3 $3
General Purpose Logic $0 $1 $1 $1
Standard Logic $0 $0 $0 $0
Display Drivers $0 $0 $0 $0
PLD $0 $0 $0 $0
Logic Application Specific IC $1 $2 $2 $2
Logic ASSP $1 $1 $2 $2
Logic ASIC $0 $0 $0 $0
Analog IC $1 $2 $2 $2
Standard Linear Analog $1 $1 $1 $2
Amplifier/Comparator $0 $0 $0 $0
Voltage Regulator/Reference $0 $1 $1 $1
Data Converters $0 $0 $0 $0
Interface $0 $0 $0 $0
Analog Application Specific IC $1 $1 $1 $1
Analog ASSP $1 $1 $1 $1
Analog ASIC $0 $0 $0 $0
Discretes $1 $1 $1 $1
RF & Microwave $0 $0 $0 $0
Power Transistor & Thyristor $0 $1 $0 $1
Rectifier & Power Diodes $0 $0 $0 $0
Small Signal & Other Discretes $0 $0 $0 $0
Optical Semiconductor $0 $1 $1 $1
Image Sensors $0 $0 $0 $0
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $0 $0 $0 $0
Laser Diodes $0 $0 $0 $0
LEDs $0 $0 $0 $0
Other Optical $0 $0 $0 $0
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013


$49 $66 $72 $79 $87 $95 $108
$44 $59 $65 $71 $78 $85 $98
11,300 13,030 14,333 15,766 17,342 19,077 20,984

2007 2008 2009 2010 2011 2012 2013


$12 $14 $15 $16 $18 $20 $22
$11 $12 $13 $15 $16 $18 $20
165 182 200 220 242 266 292

2007 2008 2009 2010 2011 2012 2013


$0 $13 $14 $16 $17 $19 $22
$0 $12 $13 $14 $15 $17 $20
11 612 673 741 815 896 986

2007 2008 2009 2010 2011 2012 2013


$25 $28 $30 $34 $37 $41 $45
$23 $25 $27 $30 $33 $36 $40
8,393 9,232 10,156 11,171 12,288 13,517 14,869

2007 2008 2009 2010 2011 2012 2013


$5 $5 $6 $6 $7 $7 $8
$4 $5 $5 $6 $6 $7 $7
1,149 1,264 1,391 1,530 1,683 1,851 2,036

2007 2008 2009 2010 2011 2012 2013


$4 $3 $3 $3 $4 $4 $5
$3 $3 $3 $3 $3 $3 $4
350 385 424 466 512 564 620

2007 2008 2009 2010 2011 2012 2013


$2 $3 $3 $3 $4 $4 $6
$2 $2 $3 $3 $3 $4 $6
1,215 1,337 1,471 1,618 1,780 1,958 2,153

2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $1 $1
16 17 19 21 23 25 28

o Components
2007 2008 2009 2010 2011 2012 2013
$11 $15 $17 $19 $23 $26 $30
$8 $11 $12 $14 $18 $20 $23
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$1 $1 $1 $1 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $1 $1 $1 $1 $2 $2
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$4 $6 $7 $8 $10 $12 $13
$1 $1 $1 $1 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1
$3 $5 $6 $6 $8 $10 $11
$3 $5 $5 $6 $8 $9 $11
$0 $0 $0 $0 $1 $1 $1
$3 $4 $4 $5 $6 $7 $7
$2 $3 $3 $3 $4 $4 $5
$0 $0 $1 $1 $1 $1 $1
$1 $1 $1 $2 $2 $2 $2
$0 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$1 $1 $2 $2 $2 $2 $3
$1 $1 $1 $2 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0
$1 $2 $1 $2 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $1 $1 $1 $1
$2 $2 $3 $3 $3 $3 $4
$0 $0 $0 $1 $0 $1 $1
$- $- $- $- $- $- $-
$0 $0 $0 $1 $0 $1 $1
$0 $0 $1 $1 $1 $1 $1
$1 $1 $1 $1 $2 $1 $2
$0 $0 $0 $0 $1 $1 $1
$- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Consumer Electronics Other Video


Millions of Dollars, Thousands of Units
Other Video 2003 2004 2005
OEM/Brand Revenues $109 $97 $81
Manufacturing Revenues $88 $78 $65
Unit Production 2,400 1,800 1,350

Black & White TV 2003 2004 2005


OEM/Brand Revenues $109 $75 $56
Manufacturing Revenues $87 $60 $45
Unit Production 2,400 1,800 1,350

Video Display Screens 2003 2004 2005


OEM/Brand Revenues $0 $0 $0
Manufacturing Revenues $0 $0 $0
Unit Production 0 0 0

Direct View Video Projectors 2003 2004 2005


OEM/Brand Revenues $1 $23 $25
Manufacturing Revenues $0 $18 $20
Unit Production 0 0 0

Hard Drive Video Play-back System 2003 2004 2005


OEM/Brand Revenues $- $- $-
Manufacturing Revenues $- $- $-
Unit Production - - -

Add on Cameras 2003 2004 2005


OEM/Brand Revenues $- $- $-
Manufacturing Revenues $- $- $-
Unit Production - - -

Total Semiconductor Consumption for Consumer Electronics - Other Video Category


2003 2004 2005
Total Semiconductor $19 $20 $15
Integrated Circuits (IC) $14 $14 $12
Memory IC $0 $1 $0
DRAM $- $- $-
SRAM $- $- $-
Flash Memory $- $- $-
NAND $- $- $-
NOR $- $- $-
Other Non-Volatile Memory $0 $1 $0
Other Memory $- $- $-
Microcomponent IC $2 $2 $1
Microprocessor (MPU) $0 $0 $0
General Purpose MPU $0 $0 $0
Application Specific MPU $- $- $-
Microcontroller (MCU) $1 $1 $1
4-bit MCU $0 $0 $0
8-bit MCU $0 $0 $0
16-bit MCU $1 $1 $0
32-bit MCU $0 $0 $0
Digital Signal Processor (DSP) $0 $0 $0
DSP ASSP $0 $0 $0
DSP ASIC $- $- $0
Multipurpose & Other DSP $0 $0 $0
Logic IC $6 $6 $6
General Purpose Logic $1 $1 $1
Standard Logic $0 $0 $0
Display Drivers $1 $0 $0
PLD $1 $1 $1
Logic Application Specific IC $4 $5 $5
Logic ASSP $3 $4 $4
Logic ASIC $1 $1 $0
Analog IC $6 $6 $4
Standard Linear Analog $3 $3 $3
Amplifier/Comparator $1 $1 $0
Voltage Regulator/Reference $1 $2 $1
Data Converters $1 $1 $1
Interface $0 $0 $0
Analog Application Specific IC $3 $3 $2
Analog ASSP $3 $3 $1
Analog ASIC $0 $0 $0
Discretes $3 $3 $2
RF & Microwave $0 $0 $0
Power Transistor & Thyristor $1 $1 $1
Rectifier & Power Diodes $1 $1 $0
Small Signal & Other Discretes $1 $1 $1
Optical Semiconductor $2 $2 $2
Image Sensors $0 $0 $0
CCD Image Sensors $- $- $-
CMOS Image Sensors $0 $0 $0
Laser Diodes $0 $1 $1
LEDs $1 $1 $1
Other Optical $0 $0 $0
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$67 $50 $38 $37 $39 $46 $49 $56
$54 $40 $30 $29 $31 $36 $39 $45
945 473 119 24 1 2 2 4

2006 2007 2008 2009 2010 2011 2012 2013


$39 $19 $5 $1 $- $- $- $-
$31 $15 $4 $1 $- $- $- $-
945 473 118 24 - - - 1

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $4 $4 $8
$0 $0 $0 $0 $0 $3 $3 $6
0 0 0 0 0 1 1 2

2006 2007 2008 2009 2010 2011 2012 2013


$28 $30 $33 $36 $39 $42 $45 $48
$22 $24 $27 $29 $31 $33 $36 $39
0 0 0 0 1 1 1 1

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
- - - - - - - -

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
- - - - - - - -

Other Video Category


2006 2007 2008 2009 2010 2011 2012 2013
$13 $11 $9 $9 $9 $12 $13 $15
$10 $8 $6 $6 $7 $9 $11 $12
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$1 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $- $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$5 $4 $4 $3 $4 $5 $6 $7
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $0 $0 $0 $1 $1 $1
$4 $3 $3 $3 $3 $4 $5 $6
$4 $3 $3 $3 $3 $4 $5 $5
$0 $0 $0 $0 $0 $0 $0 $0
$3 $3 $2 $2 $2 $3 $3 $4
$2 $2 $2 $1 $2 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0 $1
$1 $1 $1 $1 $1 $1 $1 $1
$1 $0 $0 $0 $0 $0 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$2 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0
$1 $0 $0 $0 $0 $0 $0 $0
$2 $2 $1 $1 $1 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Consumer Electronics Other Personal Electronics


Millions of Dollars, Thousands of Units
Other Personal Electronics 2003 2004 2005
OEM/Brand Revenues $192 $190 $209
Manufacturing Revenues $154 $152 $167
Unit Production 47,140 43,380 47,703

Electronically Controlled Film Cameras 2003 2004 2005


OEM/Brand Revenues $0 $0 $0
Manufacturing Revenues $0 $0 $0
Unit Production 0 0 0

Electronic Shavers 2003 2004 2005


OEM/Brand Revenues $- $- $-
Manufacturing Revenues $- $- $-
Unit Production - - -

Electronics Watches 2003 2004 2005


OEM/Brand Revenues $147 $157 $172
Manufacturing Revenues $117 $125 $138
Unit Production 20,740 22,840 25,124

Electronics Clocks 2003 2004 2005


OEM/Brand Revenues $45 $33 $36
Manufacturing Revenues $36 $26 $29
Unit Production 26,250 20,390 22,429

Toys 2003 2004 2005


OEM/Brand Revenues $1 $1 $1
Manufacturing Revenues $0 $0 $0
Unit Production 150 150 150

Hand Held GPS 2003 2004 2005


OEM/Brand Revenues $- $- $-
Manufacturing Revenues $- $- $-
Unit Production - - -

Digital Tire Gauges 2003 2004 2005


OEM/Brand Revenues $- $- $-
Manufacturing Revenues $- $- $-
Unit Production - - -

Total Semiconductor Consumption for Consumer Electronics - Other Personal Electronics


2003 2004 2005
Total Semiconductor $21 $24 $28
Integrated Circuits (IC) $12 $14 $16
Memory IC $0 $1 $0
DRAM $- $- $-
SRAM $- $- $-
Flash Memory $- $- $-
NAND $- $- $-
NOR $- $- $-
Other Non-Volatile Memory $0 $1 $0
Other Memory $- $0 $-
Microcomponent IC $3 $3 $4
Microprocessor (MPU) $- $- $-
General Purpose MPU $- $- $-
Application Specific MPU $- $- $-
Microcontroller (MCU) $3 $3 $3
4-bit MCU $1 $1 $1
8-bit MCU $1 $1 $1
16-bit MCU $1 $1 $1
32-bit MCU $0 $0 $0
Digital Signal Processor (DSP) $1 $1 $1
DSP ASSP $1 $1 $1
DSP ASIC $0 $0 $0
Multipurpose & Other DSP $0 $0 $0
Logic IC $4 $5 $6
General Purpose Logic $2 $2 $2
Standard Logic $0 $0 $0
Display Drivers $0 $0 $0
PLD $1 $1 $1
Logic Application Specific IC $2 $3 $4
Logic ASSP $1 $2 $3
Logic ASIC $1 $1 $1
Analog IC $4 $5 $5
Standard Linear Analog $4 $4 $5
Amplifier/Comparator $1 $1 $1
Voltage Regulator/Reference $1 $2 $2
Data Converters $1 $1 $1
Interface $0 $1 $1
Analog Application Specific IC $0 $1 $1
Analog ASSP $0 $1 $1
Analog ASIC $0 $0 $0
Discretes $6 $7 $7
RF & Microwave $1 $1 $1
Power Transistor & Thyristor $2 $2 $2
Rectifier & Power Diodes $1 $1 $1
Small Signal & Other Discretes $2 $3 $3
Optical Semiconductor $3 $4 $4
Image Sensors $1 $1 $1
CCD Image Sensors $- $- $-
CMOS Image Sensors $1 $1 $1
Laser Diodes $0 $1 $1
LEDs $2 $2 $2
Other Optical $0 $1 $1
Sensors & Actuators $0 $0 $1
Index

2006 2007 2008 2009 2010 2011 2012 2013


$230 $356 $473 $567 $737 $959 $1,246 $1,620
$184 $285 $378 $454 $590 $767 $997 $1,296
52,458 70,618 95,242 114,291 148,557 193,098 250,996 326,257

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0 0 0 0 0 0 0 0

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
- - - - - - - -

2006 2007 2008 2009 2010 2011 2012 2013


$189 $251 $327 $392 $510 $663 $862 $1,121
$152 $201 $262 $314 $408 $530 $690 $896
27,636 35,927 46,706 56,047 72,861 94,719 123,134 160,075

2006 2007 2008 2009 2010 2011 2012 2013


$40 $104 $145 $174 $226 $294 $382 $497
$32 $83 $116 $139 $181 $235 $306 $398
24,672 34,541 48,357 58,028 75,437 98,068 127,488 165,735

2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $1 $1 $1 $1 $2 $2
$0 $0 $1 $1 $1 $1 $1 $2
150 150 180 216 259 311 373 448

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
- - - - - - - -

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
- - - - - - - -

s - Other Personal Electronics


2006 2007 2008 2009 2010 2011 2012 2013
$34 $58 $75 $87 $112 $147 $190 $247
$20 $32 $42 $50 $65 $88 $119 $155
$0 $1 $1 $1 $1 $1 $1 $2
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $1 $1 $1 $1 $1 $1 $2
$- $- $- $- $- $- $- $-
$5 $8 $10 $14 $19 $26 $36 $47
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$4 $6 $9 $12 $17 $24 $33 $43
$1 $1 $1 $1 $1 $1 $1 $1
$2 $3 $5 $7 $9 $12 $16 $21
$2 $2 $3 $4 $5 $8 $11 $15
$0 $1 $1 $1 $2 $3 $4 $6
$1 $2 $1 $2 $2 $3 $3 $4
$1 $1 $1 $2 $2 $2 $2 $3
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $1 $1 $1 $1
$7 $12 $16 $19 $24 $34 $46 $59
$2 $4 $5 $6 $7 $9 $12 $16
$0 $1 $1 $1 $1 $1 $1 $2
$0 $0 $0 $0 $1 $1 $1 $1
$1 $3 $4 $5 $5 $8 $10 $13
$5 $8 $11 $13 $17 $24 $34 $44
$4 $6 $9 $10 $13 $19 $27 $35
$1 $2 $2 $3 $4 $5 $7 $9
$7 $11 $14 $16 $21 $27 $36 $47
$6 $9 $11 $12 $16 $21 $28 $36
$1 $2 $2 $3 $3 $4 $6 $8
$2 $3 $4 $4 $6 $7 $9 $12
$2 $3 $3 $4 $5 $7 $9 $11
$1 $1 $2 $2 $2 $3 $4 $5
$1 $2 $3 $4 $5 $6 $8 $11
$1 $2 $3 $4 $5 $6 $8 $10
$0 $0 $0 $0 $0 $0 $0 $0
$8 $13 $17 $17 $22 $28 $36 $47
$1 $1 $2 $2 $3 $3 $4 $6
$3 $5 $7 $6 $8 $10 $13 $17
$2 $2 $3 $3 $4 $5 $6 $8
$3 $5 $6 $6 $8 $10 $13 $16
$6 $11 $15 $19 $22 $28 $30 $39
$1 $1 $2 $2 $2 $2 $3 $4
$- $- $- $- $- $- $- $-
$1 $1 $2 $2 $2 $2 $3 $4
$1 $1 $1 $2 $2 $3 $3 $5
$3 $7 $10 $12 $14 $18 $18 $24
$1 $2 $2 $3 $3 $4 $5 $6
$1 $2 $2 $2 $3 $3 $5 $6
India Research Q3 2009 Market Tracker

Automotive Electronics
Millions of Dollars, Thousands of Units
2003 2004 2005
Domestic Demand for Automotive Electronics $951 $1,253 $1,477

Automotive Electronics 2003 2004 2005


OEM/Brand Revenues $445 $679 $777
Manufacturing Revenues $418 $632 $724
Unit Production 58,556 70,197 99,848

Entertainment 2003 2004 2005


OEM/Brand Revenues $32 $40 $44
Manufacturing Revenues $28 $35 $38
Unit Production 386 534 584
Domestic Demand $129 $139 $158

Power Train 2003 2004 2005


OEM/Brand Revenues $168 $285 $313
Manufacturing Revenues $160 $266 $291
Unit Production 2,340 3,698 4,054
Domestic Demand $488 $642 $705

Safety and Control 2003 2004 2005


OEM/Brand Revenues $- $11 $17
Manufacturing Revenues $- $10 $15
Unit Production - 50 76
Domestic Demand $46 $70 $138

Telematics 2003 2004 2005


OEM/Brand Revenues $- $- $-
Manufacturing Revenues $- $- $-
Unit Production - - -
Domestic Demand

Comfort and Convenience 2003 2004 2005


OEM/Brand Revenues $157 $227 $257
Manufacturing Revenues $149 $215 $244
Unit Production 1,091 1,573 1,794
Domestic Demand $157 $227 $257

Cockpit
OEM/Brand Revenues $40 $54 $59
Manufacturing Revenues $37 $50 $54
Unit Production 1,157 1,566 1,707
Domestic Demand $41 $55 $60
Body Electronics 2003 2004 2005
OEM/Brand Revenues $2 $3 $9
Manufacturing Revenues $2 $3 $9
Unit Production 8 13 42
Domestic Demand $2 $4 $13

Sensors 2003 2004 2005


OEM/Brand Revenues $16 $23 $27
Manufacturing Revenues $14 $20 $24
Unit Production 2,287 3,411 4,277
Domestic Demand $57 $81 $96

Other Automotive 2003 2004 2005


OEM/Brand Revenues $30 $35 $51
Manufacturing Revenues $28 $33 $47
Unit Production 51,287 59,350 87,315
Domestic Demand $30 $35 $51
Index

2006 2007 2008 2009 2010 2011 2012 2013


$2,205 $3,078 $3,426 $3,945 $4,635 $5,470 $6,272 $7,012

2006 2007 2008 2009 2010 2011 2012 2013


$1,205 $1,426 $1,724 $1,931 $2,276 $2,711 $3,089 $3,497
$1,114 $1,319 $1,589 $1,774 $2,087 $2,483 $2,828 $3,200
143,449 165,960 196,432 219,121 254,559 296,268 332,543 371,684

2006 2007 2008 2009 2010 2011 2012 2013


$57 $88 $91 $99 $115 $135 $159 $186
$50 $75 $79 $84 $97 $114 $134 $155
750 902 904 945 1,075 1,245 1,456 1,696
$184 $258 $272 $290 $317 $357 $410 $464

2006 2007 2008 2009 2010 2011 2012 2013


$376 $427 $508 $581 $710 $805 $910 $1,017
$350 $398 $466 $529 $641 $725 $818 $914
4,813 5,575 6,466 7,177 8,467 9,652 11,009 12,482
$1,191 $1,332 $1,416 $1,525 $1,664 $1,828 $2,002 $2,192

2006 2007 2008 2009 2010 2011 2012 2013


$44 $94 $158 $220 $271 $297 $325 $356
$41 $88 $147 $205 $252 $276 $302 $331
180 332 538 734 917 1,033 1,165 1,314
$241 $587 $697 $831 $988 $1,217 $1,546 $1,921

2006 2007 2008 2009 2010 2011 2012 2013


$- $1 $4 $5 $6 $7 $8 $9
$- $1 $4 $4 $5 $6 $7 $8
- 46 25 30 36 43 52 62
$8 $27 $34 $43 $51 $60 $70

2006 2007 2008 2009 2010 2011 2012 2013


$295 $369 $400 $432 $484 $553 $634 $716
$280 $351 $380 $410 $459 $525 $602 $680
2,152 2,660 2,927 3,177 3,579 4,135 4,783 5,447
$295 $369 $400 $432 $484 $553 $634 $716

$297 $253 $249 $249 $255 $265 $276 $287


$268 $229 $225 $225 $231 $240 $250 $260
2,017 10,468 10,733 11,243 12,074 13,128 14,294 15,567
$58 $250 $243 $242 $248 $257 $267 $277
2006 2007 2008 2009 2010 2011 2012 2013
$22 $63 $111 $144 $199 $271 $347 $408
$20 $57 $102 $132 $183 $249 $319 $375
99 267 484 645 922 1,288 1,710 2,065
$30 $83 $149 $192 $266 $362 $463 $544

2006 2007 2008 2009 2010 2011 2012 2013


$34 $51 $72 $95 $124 $164 $213 $271
$31 $46 $65 $86 $111 $147 $192 $244
5,678 8,914 13,234 18,249 24,787 34,468 47,102 62,783
$126 $109 $153 $180 $216 $269 $337 $415

2006 2007 2008 2009 2010 2011 2012 2013


$80 $81 $86 $92 $101 $113 $126 $141
$75 $75 $80 $86 $95 $106 $119 $133
127,759 136,797 160,150 174,567 194,855 221,007 251,079 285,321
$80 $81 $86 $92 $101 $113 $126 $141
India Research Q3 2009 Market Tracker

Automotive Electronics Entertainment


Millions of Dollars, Thousands of Units

Entertainment 2003 2004 2005 2006


OEM/Brand Revenues $32 $40 $44 $57
Manufacturing Revenues $28 $35 $38 $50
Units 386 534 584 750
Domestic Demand for Entertainment $129 $139 $158 $193

Audio Entertainment 2003 2004 2005 2006


OEM/Brand Revenues $31 $39 $43 $55
Manufacturing Revenues $28 $34 $37 $47
Unit Production 386 533 583 744

Cassette Player + FM Tuner 2003 2004 2005 2006


OEM/Brand Revenues $17 $20 $17 $17
Manufacturing Revenues $15 $17 $15 $15
Unit Production 277 373 354 377

CD/MP3 Player + FM Tuner 2003 2004 2005 2006


OEM/Brand Revenues $14 $20 $26 $38
Manufacturing Revenues $12 $17 $22 $32
Unit Production 109 160 229 367

Video Entertainment 2003 2004 2005 2006


OEM/Brand Revenues $0 $1 $1 $3
Manufacturing Revenues $0 $1 $1 $2
Unit Production 0 1 2 6

VCD/DVD Player 2003 2004 2005 2006


OEM/Brand Revenues $0 $1 $1 $3
Manufacturing Revenues $0 $1 $1 $2
Unit Production 0 1 2 6

Notes
SUV's have been considered in A3 and above segment
Kenwood has collaboration with Nippon Audiotronix in India and is OEM supplier to Maruti Udhyog L
Sony sells through Sony India and is OEM supplier to Hyundai
Pioneer has collaboration with Autocop India and is OEM supplier to Hyundai & GM
Car entertainment business to blossom with prices to plummet in coming years
Nippon Audiotronix to set up car audio unit - the company manufactures 12,000 car stereos per mont
The percentage of A&B segment cars has been increased from 70% to 75% according to a survey co
Percentage of cars going for cassette player in Tier 1 and 2 cities has been reduced from 30% to 10%
The average cost of an MP3 player in A&B segment cars in tier 1 & 2 cities has been increased from
The average cost of video player has been reduced from USD 550 and USD 500 to USD 500 and US

Semiconductor Consumption For Automotive Electronics - Entertainment Components


2003 2004 2005 2006
Total Semiconductor $5 $5 $6 $8
Integrated Circuits (IC) $4 $4 $5 $6
Memory IC $0 $0 $0 $0
DRAM $0 $0 $0 $0
SRAM $- $- $- $-
Flash Memory $0 $0 $0 $0
NAND $- $0 $0 $0
NOR $0 $0 $0 $0
Other Non-Volatile Memory $0 $0 $0 $0
Other Memory $- $- $- $-
Microcomponent IC $0 $0 $1 $1
Microprocessor (MPU) $- $- $- $-
General Purpose MPU $- $- $- $-
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $0 $0 $1 $1
4-bit MCU $0 $0 $0 $0
8-bit MCU $0 $0 $0 $0
16-bit MCU $0 $0 $0 $1
32-bit MCU $0 $0 $0 $0
Digital Signal Processor (DSP) $- $- $- $-
DSP ASSP $- $- $- $-
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $1 $1 $1 $2
General Purpose Logic $0 $0 $0 $0
Standard Logic $0 $0 $0 $0
Display Drivers $0 $0 $0 $0
PLD $0 $0 $0 $0
Logic Application Specific IC $1 $1 $1 $1
Logic ASSP $0 $1 $1 $1
Logic ASIC $0 $- $- $-
Analog IC $3 $2 $3 $4
Standard Linear Analog $1 $1 $1 $1
Amplifier/Comparator $0 $0 $0 $0
Voltage Regulator/Reference $0 $0 $0 $0
Data Converters $0 $0 $0 $0
Interface $0 $0 $0 $0
Analog Application Specific IC $2 $2 $2 $2
Analog ASSP $1 $2 $2 $2
Analog ASIC $1 $- $- $-
Discretes $0 $0 $0 $0
RF & Microwave $0 $0 $0 $0
Power Transistor & Thyristor $0 $0 $0 $0
Rectifier & Power Diodes $0 $0 $0 $0
Small Signal & Other Discretes $- $- $- $-
Optical Semiconductor $0 $0 $0 $1
Image Sensors $0 $0 $0 $0
CCD Image Sensors $0 $0 $0 $0
CMOS Image Sensors $0 $0 $0 $0
Laser Diodes $0 $0 $0 $0
LEDs $- $- $- $-
Other Optical $0 $0 $0 $0
Sensors & Actuators $0 $0 $0 $0
Index

2007 2008 2009 2010 2011 2012 2013


$88 $91 $99 $115 $135 $159 $186
$75 $79 $84 $97 $114 $134 $155
902 904 945 1,075 1,245 1,456 1,696
$258 $272 $290 $317 $357 $410 $464

2007 2008 2009 2010 2011 2012 2013


$80 $85 $90 $102 $117 $132 $148
$68 $73 $77 $87 $99 $112 $125
882 887 923 1,042 1,195 1,380 1,588

2007 2008 2009 2010 2011 2012 2013


$16 $11 $8 $7 $5 $4 $4
$14 $10 $7 $6 $5 $4 $3
369 275 225 189 157 132 113

2007 2008 2009 2010 2011 2012 2013


$64 $74 $82 $96 $111 $128 $144
$54 $64 $70 $81 $95 $108 $122
512 612 699 852 1,038 1,248 1,475

2007 2008 2009 2010 2011 2012 2013


$8 $7 $9 $13 $18 $27 $38
$7 $5 $7 $10 $14 $21 $30
20 17 22 33 49 75 108

2007 2008 2009 2010 2011 2012 2013


$8 $7 $9 $13 $18 $27 $38
$7 $5 $7 $10 $14 $21 $30
20 17 22 33 49 75 108

supplier to Maruti Udhyog Ltd.

12,000 car stereos per month, which would double with this new plant.
5% according to a survey conducted by Evalueserve.
en reduced from 30% to 10%
es has been increased from USD 137 to USD 140 in 2007 in tier 1 and 2 cities
SD 500 to USD 500 and USD 475 in A&B and C,D &E segment cars respectively

nment Components
2007 2008 2009 2010 2011 2012 2013
$12 $13 $12 $14 $18 $22 $26
$10 $11 $10 $12 $16 $20 $23
$0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$1 $1 $1 $2 $2 $4 $4
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$1 $1 $1 $2 $2 $4 $4
$0 $0 $0 $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $1 $1 $2 $3
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$3 $3 $3 $4 $5 $6 $7
$1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$2 $3 $3 $3 $4 $5 $6
$2 $3 $3 $3 $4 $5 $6
$- $- $- $- $- $- $-
$6 $6 $6 $7 $8 $10 $11
$2 $2 $1 $2 $2 $2 $3
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $1 $1
$1 $1 $1 $1 $1 $1 $1
$4 $5 $4 $5 $6 $7 $9
$4 $5 $4 $5 $6 $7 $9
$- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$1 $1 $0 $1 $1 $1 $1
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $1 $1 $1 $1 $1 $1
India Research Q3 2009 Market Tracker

Automotive Electronics Cockpit


Millions of Dollars, Thousands of Units

Cockpit 2003 2004 2005


OEM/Brand Revenues $40 $54 $59
Manufacturing Revenues $37 $50 $54
Unit Production 1,157 1,566 1,707
2003 2004 2005
Domestic Market for Cockpit Instrumentation $30 $41 $44

Notes
Electronic speedometer comprises the Dashboard instrumentation
Electronic Speedometer comes in passenger cars only
All models come with electronic speedometer
There are no other substantial cockpit instrumentation other than the one in speedometer
The major player are Pricol, Seimens& JNS instruments.
Pricol is the biggest player in the Industry with Maruti Udhyog sourcing 70%,Toyota 100,Tata 75%

Semiconductor Consumption For Automotive Electronics Cockpits


2003 2004 2005
Total Semiconductor $6 $9 $10
Integrated Circuits (IC) $5 $8 $8
Memory IC $0 $1 $1
DRAM $- $- $-
SRAM $- $- $-
Flash Memory $0 $0 $0
NAND $- $- $-
NOR $0 $0 $0
Other Non-Volatile Memory $0 $1 $0
Other Memory $- $- $-
Microcomponent IC $2 $3 $4
Microprocessor (MPU) $- $- $-
General Purpose MPU $- $- $-
Application Specific MPU $- $- $-
Microcontroller (MCU) $2 $3 $4
4-bit MCU $0 $0 $0
8-bit MCU $1 $1 $2
16-bit MCU $1 $2 $1
32-bit MCU $0 $0 $0
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $1 $1 $1
General Purpose Logic $0 $1 $1
Standard Logic $0 $0 $0
Display Drivers $0 $0 $1
PLD $0 $0 $0
Logic Application Specific IC $0 $1 $1
Logic ASSP $0 $1 $1
Logic ASIC $0 $0 $0
Analog IC $2 $2 $2
Standard Linear Analog $0 $1 $1
Amplifier/Comparator $0 $0 $0
Voltage Regulator/Reference $0 $0 $0
Data Converters $0 $0 $0
Interface $0 $0 $0
Analog Application Specific IC $1 $2 $2
Analog ASSP $1 $2 $2
Analog ASIC $- $- $-
Discretes $0 $0 $0
RF & Microwave $- $- $-
Power Transistor & Thyristor $0 $0 $0
Rectifier & Power Diodes $0 $0 $0
Small Signal & Other Discretes $0 $0 $0
Optical Semiconductor $1 $1 $2
Image Sensors $0 $0 $0
CCD Image Sensors $0 $0 $0
CMOS Image Sensors $0 $0 $0
Laser Diodes $- $- $-
LEDs $1 $1 $1
Other Optical $0 $0 $0
Sensors & Actuators $- $- $-
Index

2006 2007 2008 2009 2010 2011 2012 2013


$297 $253 $249 $249 $255 $265 $276 $287
$268 $229 $225 $225 $231 $240 $250 $260
2,017 10,468 10,733 11,243 12,074 13,128 14,294 15,567
2006 2007 2008 2009 2010 2011 2012 2013
$38 $250 $243 $242 $248 $257 $267 $277

n speedometer

%,Toyota 100,Tata 75%

2006 2007 2008 2009 2010 2011 2012 2013


$53 $46 $53 $65 $74 $87 $94 $97
$43 $37 $42 $50 $57 $65 $70 $73
$2 $2 $1 $2 $3 $4 $4 $4
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $1 $1 $2 $2 $2 $2
$- $- $- $- $- $- $- $-
$0 $0 $1 $1 $2 $2 $2 $2
$2 $1 $1 $1 $2 $2 $2 $2
$- $- $- $- $- $- $- $-
$19 $17 $18 $21 $21 $24 $26 $27
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$19 $17 $18 $21 $21 $24 $26 $27
$0 $0 $0 $0 $0 $0 $0 $0
$8 $6 $6 $6 $6 $6 $7 $7
$8 $7 $8 $9 $10 $11 $12 $12
$3 $4 $5 $6 $6 $7 $8 $8
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$8 $7 $8 $9 $11 $12 $13 $13
$3 $3 $4 $4 $5 $5 $6 $6
$1 $1 $1 $1 $1 $1 $1 $1
$2 $2 $2 $2 $3 $3 $3 $3
$1 $1 $1 $1 $1 $1 $2 $2
$4 $4 $4 $5 $6 $7 $8 $8
$3 $3 $3 $4 $4 $5 $5 $6
$1 $1 $1 $1 $2 $2 $2 $2
$14 $12 $15 $18 $21 $25 $27 $28
$4 $4 $5 $6 $7 $9 $10 $10
$0 $0 $0 $1 $1 $1 $1 $1
$3 $2 $3 $3 $4 $6 $6 $6
$0 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $2
$9 $8 $10 $12 $14 $16 $18 $18
$9 $8 $10 $12 $14 $16 $18 $18
$- $- $- $- $- $- $- $-
$2 $2 $2 $2 $3 $3 $3 $3
$- $- $- $- $- $- $- $-
$1 $1 $1 $2 $2 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$8 $7 $9 $12 $15 $19 $21 $21
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$7 $6 $8 $11 $13 $17 $19 $19
$2 $1 $1 $1 $2 $2 $2 $2
$- $- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Automotive Electronics Power Train


Millions of Dollars, Thousands of Units

Power Train 2003 2004 2005


OEM/Brand Revenues $168 $285 $313
Manufacturing Revenues $160 $266 $291
Unit Production 2,340 3,698 4,054
2003 2004 2005
Domestic Demand for Power Train Electronics $488 $642 $705

Engine Control Unit 2003 2004 2005


OEM/Brand Revenues (USD) $- $55 $61
Manufacturing Revenues (USD) $- $47 $51
Unit Production - 495 545
Domestic Demand for ECU $159 $213 $233

Transmission Control Unit 2003 2004 2005


OEM/Brand Revenues (USD) $- $- $-
Manufacturing Revenues (USD) $- $- $-
Unit Production - - -
Domestic Demand for TCU $10 $16 $21

Fuel Supply/Injection/Ignition System 2003 2004 2005


OEM/Brand Revenues (USD) $- $- $-
Manufacturing Revenues (USD) $- $- $-
Unit Production - - -
Domestic Demand for Fuel Injection System $152 $188 $205

Starters 2003 2004 2005


OEM/Brand Revenues (USD) $49 $66 $73
Manufacturing Revenues (USD) $46 $63 $69
Unit Production 1,183 1,601 1,764
Domestic Demand for Starters $48 $65 $71

Alternators 2003 2004 2005


OEM/Brand Revenues (USD) $119 $164 $180
Manufacturing Revenues (USD) $113 $156 $171
Unit Production 1,157 1,601 1,746
Domestic Demand for Alternators $119 $160 $175

Exhaust Gas Recirculation Systems 2003 2004 2005


OEM/Brand Revenues (USD) $- $- $-
Manufacturing Revenues (USD) $- $- $-
Unit Production - - -
Domestic Demand for Alternators $- $- $-

Cooling 2003 2004 2005


OEM/Brand Revenues (USD) $- $- $-
Manufacturing Revenues (USD) $- $- $-
Unit Production - - -
Domestic Demand for Cooling $- $- $-

Environmental & Others 2003 2004 2005


OEM/Brand Revenues (USD)
Manufacturing Revenues (USD)
Unit Production
Domestic Demand for Environmental & Others
Notes:
The percentage of cars in A&B segment has been increased from 70% to 75%
The average cost of an ECU for A&B segment cars has been increased from USD 90 to USD 114 in 2
The average cost of an ECU for C, D & E segment cars has been increased from USD 122 to USD 15
The average cost of an ECU for commercial vehicles has been decreased from USD 200 to USD 140
The average cost of a TCU for passenger cars has been reduced from USD 900 to USD 260 in 2007.
The average cost of an alternator for cars as well as CVs has been reduced in years following 2007.
The average
During cost of100,000
2007, about a startercommon-rail
has been increased
systems from USD
will be 48 to USD
produced 50. in India. By 2010, the pr
by Bosch

Bosch has plans to manufacture electronic control units in India.

Semiconductor Consumption For Automotive Electronics Power Trains


2003 2004 2005
Total Semiconductor 37 63 64
Integrated Circuits (IC) 23 40 39
Memory IC 1 2 2
DRAM - - -
SRAM - - -
Flash Memory 0 0 0
NAND - - -
NOR 0 0 0
Other Non-Volatile Memory 1 2 2
Other Memory - - -
Microcomponent IC 10 17 17
Microprocessor (MPU) - - -
General Purpose MPU - - -
Application Specific MPU - - -
Microcontroller (MCU) 10 17 17
4-bit MCU - - -
8-bit MCU 0 0 -
16-bit MCU 6 10 9
32-bit MCU 5 8 8
Digital Signal Processor (DSP) - - -
DSP ASSP - - -
DSP ASIC - - -
Multipurpose & Other DSP - - -
Logic IC 2 3 3
General Purpose Logic 0 0 0
Standard Logic 0 0 0
Display Drivers - - -
PLD - - -
Logic Application Specific IC 2 3 2
Logic ASSP 0 0 0
Logic ASIC 2 3 2
Analog IC 10 17 17
Standard Linear Analog 1 2 2
Amplifier/Comparator 0 0 0
Voltage Regulator/Reference 1 1 1
Data Converters 0 0 0
Interface 0 0 0
Analog Application Specific IC 9 15 15
Analog ASSP 5 8 8
Analog ASIC 4 7 7
Discretes 4 7 9
RF & Microwave - - -
Power Transistor & Thyristor 3 5 5
Rectifier & Power Diodes 1 1 2
Small Signal & Other Discretes 1 2 2
Optical Semiconductor 1 2 3
Image Sensors - - -
CCD Image Sensors - - -
CMOS Image Sensors - - -
Laser Diodes - - -
LEDs - - -
Other Optical 1 2 3
Sensors & Actuators 8 13 14
Index

2006 2007 2008 2009 2010 2011 2012 2013


$376 $427 $508 $581 $710 $805 $910 $1,017
$350 $398 $466 $529 $641 $725 $818 $914
4,813 5,575 6,466 7,177 8,467 9,652 11,009 12,482
2006 2007 2008 2009 2010 2011 2012 2013
$1,191 $1,332 $1,416 $1,525 $1,664 $1,828 $2,002 $2,192

2006 2007 2008 2009 2010 2011 2012 2013


$67 $73 $125 $169 $222 $243 $266 $290
$57 $62 $106 $143 $189 $207 $226 $247
599 659 1,125 1,522 2,017 2,219 2,440 2,685
$259 $278 $306 $330 $367 $416 $459 $504

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
- - - - - - - -
$28 $0 $0 $0 $1 $1 $1 $1

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $31 $54 $107 $149 $190 $229
$- $- $26 $46 $91 $127 $162 $195
- - 200 350 700 1,000 1,300 1,600
$261 $326 $355 $393 $442 $489 $542 $601

2006 2007 2008 2009 2010 2011 2012 2013


$91 $100 $102 $105 $111 $121 $132 $145
$86 $94 $96 $99 $105 $114 $125 $137
2,124 2,464 2,558 2,652 2,875 3,227 3,643 4,112
$115 $126 $135 $143 $155 $170 $188 $207

2006 2007 2008 2009 2010 2011 2012 2013


$218 $254 $250 $253 $270 $292 $322 $352
$207 $241 $238 $241 $257 $278 $306 $335
2,090 2,452 2,583 2,652 2,875 3,206 3,625 4,086
$530 $476 $469 $487 $510 $546 $587 $630

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
- - - - - - - -
$- $126 $149 $172 $190 $207 $226 $247

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
- - - - - - - -
$- $- $- $- $- $- $- $-

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
- - - - - - -
$- $- $- $- $- $- $-

om USD 90 to USD 114 in 2007. The price has been further reduced by 2% in the following years considering manufacturing plans of comp
ed from USD 122 to USD 152 in 2007. The price has been further reduced by 2% in the following years considering manufacturing plans of
from USD 200 to USD 140 in 2007. The price has been further reduced by 2% in the following years considering manufacturing plans of co
D 900 to USD 260 in 2007.
ed in years following 2007.
ch in India. By 2010, the production of total number of common-rail systems will increase to 1.3 million units.

2006 2007 2008 2009 2010 2011 2012 2013


84 100 130 128 161 188 215 240
50 59 77 74 96 114 132 147
2 3 4 4 5 5 5 6
- - - - - - - -
- - - - - - - -
0 1 1 1 1 1 1 1
- - - - - - - -
0 1 1 1 1 1 1 1
2 3 3 3 3 4 4 4
- - - - - - - -
22 25 34 32 43 54 66 74
- - - - - - - -
- - - - - - - -
- - - - - - - -
22 25 34 32 43 54 66 74
- - - - - - - -
- - - - - - - -
12 13 17 16 21 25 30 34
10 12 17 16 22 28 36 40
- - - - - - - -
- - - - - - - -
- - - - - - - -
- - - - - - - -
4 5 6 6 7 8 9 10
0 1 1 1 1 1 1 1
0 1 1 1 1 1 1 1
- - - - - - - -
- - - - - - - -
3 4 5 5 6 7 8 9
1 0 0 0 0 1 1 1
3 4 5 5 6 7 7 8
22 27 33 32 41 47 52 58
3 4 5 4 5 6 6 7
1 1 1 1 1 1 1 2
1 2 2 2 3 3 3 3
1 1 1 1 1 1 1 1
0 1 1 1 1 1 1 1
19 22 28 28 36 41 45 51
10 12 16 15 20 24 27 30
9 11 13 12 16 17 18 21
11 15 19 17 20 23 25 28
- - - - - - - -
6 8 10 10 12 14 16 18
2 3 4 4 4 5 5 6
3 3 4 3 4 4 4 5
3 4 5 5 5 5 6 7
- - - - - - - -
- - - - - - - -
- - - - - - - -
- - - - - - - -
- - - - - - - -
3 4 5 5 5 5 6 7
19 22 30 32 41 46 52 59
manufacturing plans of companies like Bosch and Delphi in India.
dering manufacturing plans of companies like Bosch and Delphi in India.
ring manufacturing plans of companies like Bosch and Delphi in India.
India Research Q3 2009 Market Tracker

Automotive Electronics Safety and Control


Millions of Dollars, Thousands of Units

Safety & Controls 2003 2004


OEM/Brand Revenues $- $11
Manufacturing Revenues $- $10
Unit Production - 50
Domestic Demand for Safety & Controls $46 $70

Airbag & Passenger Restraints 2003 2004


OEM/Brand Revenues $- $-
Manufacturing Revenues $- $-
Unit Production 0 0

ABS 2003 2004


OEM/Brand Revenues $- $0
Manufacturing Revenues $- $0
Unit Production 0 0.40

Key Players in India: TVS-Clayton, Bosch Chassis Systems, Rane Brakes

Electronic Stability Control 2003 2004


OEM/Brand Revenues $- $-
Manufacturing Revenues $- $-
Unit Production 0 0

Traction control 2003 2004


OEM/Brand Revenues $- $-
Manufacturing Revenues $- $-
Unit Production 0 0

Tire Pressure monitoring 2003 2004


OEM/Brand Revenues $- $-
Manufacturing Revenues $- $-
Unit Production 0 0

Active Suspension/Stability Control 2003 2004


OEM/Brand Revenues $- $-
Manufacturing Revenues $- $-
Unit Production 0 0

Power Steering 2003 2004


OEM/Brand Revenues $- $11
Manufacturing Revenues $- $10
Unit Production 0 50,000

Key Players in India: Sona Koyo Steering Systems, Rane TRW Steering Systems, ZF Steering S
Collision Warning/Avoidance 2003 2004
OEM/Brand Revenues $- $-
Manufacturing Revenues $- $-
Unit Production 0 0
Other Safety/Control 2003 2004
OEM/Brand Revenues $- $-
Manufacturing Revenues $- $-
Unit Production 0 0
Alarm System 2003 2004
OEM/Brand Revenues $- $-
Manufacturing Revenues $- $-
Unit Production 0 0

Semiconductor Consumption For Automotive Electronics Safety and Control


2003 2004
Total Semiconductor $- $2
Integrated Circuits (IC) $- $2
Memory IC $- $0
DRAM $- $-
SRAM $- $-
Flash Memory $- $0
NAND $- $-
NOR $- $0
Other Non-Volatile Memory $- $0
Other Memory $- $-
Microcomponent IC $- $1
Microprocessor (MPU) $- $-
General Purpose MPU $- $-
Application Specific MPU $- $-
Microcontroller (MCU) $- $1
4-bit MCU $- $0
8-bit MCU $- $0
16-bit MCU $- $0
32-bit MCU $- $0
Digital Signal Processor (DSP) $- $0
DSP ASSP $- $0
DSP ASIC $- $0
Multipurpose & Other DSP $- $0
Logic IC $- $0
General Purpose Logic $- $0
Standard Logic $- $0
Display Drivers $- $-
PLD $- $0
Logic Application Specific IC $- $0
Logic ASSP $- $0
Logic ASIC $- $0
Analog IC $- $1
Standard Linear Analog $- $0
Amplifier/Comparator $- $0
Voltage Regulator/Reference $- $0
Data Converters $- $0
Interface $- $0
Analog Application Specific IC $- $1
Analog ASSP $- $0
Analog ASIC $- $0
Discretes $- $0
RF & Microwave $- $-
Power Transistor & Thyristor $- $0
Rectifier & Power Diodes $- $0
Small Signal & Other Discretes $- $0
Optical Semiconductor $- $0
Image Sensors $- $0
CCD Image Sensors $- $-
CMOS Image Sensors $- $0
Laser Diodes $- $0
LEDs $- $0
Other Optical $- $0
Sensors & Actuators $- $0
Index

2005 2006 2007 2008 2009 2010 2011 2012 2013


$17 $44 $94 $158 $220 $271 $297 $325 $356
$15 $41 $88 $147 $205 $252 $276 $302 $331
76 180 332 538 734 917 1,033 1,165 1,314
$138 $241 $587 $697 $831 $988 $1,217 $1,546 $1,921

2005 2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
0 0 0 0 0 0 0 0 0

2005 2006 2007 2008 2009 2010 2011 2012 2013


$0 $1 $1 $2 $2 $2 $2 $3 $3
$0 $1 $1 $2 $2 $2 $2 $2 $3
0.60 5.00 6.50 7.60 8.60 9.80 11.14 12.67 14.26

Rane Brakes

2005 2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
0 0 0 0 0 0 0 0 0

2005 2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
0 0 0 0 0 0 0 0 0

2005 2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
0 0 0 0 0 0 0 0 0

2005 2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
0 0 0 0 0 0 0 0 0

2005 2006 2007 2008 2009 2010 2011 2012 2013


$17 $43 $93 $156 $219 $269 $295 $323 $353
$15 $40 $86 $145 $203 $250 $274 $300 $328
75,000 175,000 325 530 725 907 1,022 1,152 1,300

W Steering Systems, ZF Steering Systems,XLOS India Limited, Showa Steering Systems


2005 2006 2007 2008 2009 2010 2011 2012 2013
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
0 0 0 0 0 0 0 0 0
2005 2006 2007 2008 2009 2010 2011 2012 2013
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
0 0 0 0 0 0 0 0 0
2005 2006 2007 2008 2009 2010 2011 2012 2013
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
0 0 0 0 0 0 0 0 0

afety and Control


2005 2006 2007 2008 2009 2010 2011 2012 2013
$3 $9 $20 $36 $44 $55 $64 $72 $79
$3 $8 $16 $30 $37 $46 $53 $60 $66
$0 $0 $0 $1 $1 $2 $2 $2 $2
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$0 $0 $0 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $- $-
$0 $0 $0 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $1 $1 $1
$- $- $- $- $- $- $- $- $-
$1 $4 $8 $15 $18 $22 $26 $30 $32
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$1 $3 $7 $12 $15 $19 $23 $27 $29
$0 $0 $0 $0 $0 $0 $0 $0 $0
$1 $2 $3 $6 $7 $9 $9 $10 $11
$0 $1 $2 $4 $5 $6 $7 $9 $10
$0 $1 $1 $3 $3 $5 $6 $8 $8
$0 $1 $2 $2 $3 $3 $3 $3 $3
$0 $1 $1 $2 $3 $3 $3 $3 $3
$- $- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $1 $1 $1 $2 $2 $2 $3
$0 $0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $1 $1 $1 $1 $1 $2
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $1 $1 $1 $1 $1
$1 $3 $8 $13 $16 $20 $24 $26 $29
$0 $1 $2 $3 $4 $4 $5 $5 $5
$0 $0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $1 $2 $2 $2 $2 $2 $3
$0 $0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $1 $1 $1 $1 $1 $1
$1 $3 $6 $10 $13 $16 $19 $21 $24
$1 $2 $4 $7 $8 $11 $13 $15 $17
$0 $1 $2 $3 $4 $5 $6 $6 $7
$0 $1 $3 $4 $5 $6 $7 $8 $9
$- $- $- $- $- $- $- $- $-
$0 $1 $1 $2 $3 $4 $5 $5 $6
$0 $0 $0 $0 $1 $1 $1 $1 $1
$0 $0 $1 $1 $2 $2 $2 $2 $2
$0 $0 $1 $1 $2 $2 $2 $3 $3
$0 $0 $0 $0 $1 $1 $0 $1 $1
$- $- $- $- $- $- $- $- $-
$0 $0 $0 $0 $1 $1 $0 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $1 $1 $1 $1 $1
$0 $0 $0 $0 $1 $1 $1 $1 $1
India Research Q3 2009 Market Tracker

Automotive Electronics Telematics


Millions of Dollars, Thousands of Units

Telematics 2003 2004 2005


Telematics
OEM/Brand Revenues $- $- $-
Manufacturing Revenues $- $- $-
Unit Production - - -
Domestic Demand for Telematics

Semiconductor Consumption For Automotive Electronics Sensors


2003 2004 2005
Total Semiconductor
Integrated Circuits (IC)
Memory IC
DRAM
SRAM
Flash Memory
NAND
NOR
Other Non-Volatile Memory
Other Memory
Microcomponent IC
Microprocessor (MPU)
General Purpose MPU
Application Specific MPU
Microcontroller (MCU)
4-bit MCU
8-bit MCU
16-bit MCU
32-bit MCU
Digital Signal Processor (DSP)
DSP ASSP
DSP ASIC
Multipurpose & Other DSP
Logic IC
General Purpose Logic
Standard Logic
Display Drivers
PLD
Logic Application Specific IC
Logic ASSP
Logic ASIC
Analog IC
Standard Linear Analog
Amplifier/Comparator
Voltage Regulator/Reference
Data Converters
Interface
Analog Application Specific IC
Analog ASSP
Analog ASIC
Discretes
RF & Microwave
Power Transistor & Thyristor
Rectifier & Power Diodes
Small Signal & Other Discretes
Optical Semiconductor
Image Sensors
CCD Image Sensors
CMOS Image Sensors
Laser Diodes
LEDs
Other Optical
Sensors & Actuators
Index

2006 2007 2008 2009 2010 2011 2012 2013

$- $1 $4 $5 $6 $7 $8 $9
$- $1 $4 $4 $5 $6 $7 $8
- - 25 30 36 43 52 62
$8 $27 $34 $43 $51 $60 $70

2006 2007 2008 2009 2010 2011 2012 2013


$0 $1 $1 $1 $1 $1 $1
$0 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
India Research Q3 2009 Market Tracker

Automotive Electronics Comfort and Convenience


Millions of Dollars, Thousands of Units

Comfort and Convenience 2003 2004


OEM/Brand Revenues $157 $227
Manufacturing Revenues $149 $215
Unit Production 1,091 1,573
Domestic Demand for Comfort & Convenience $157 $227

HVAC 2003 2004


OEM/Brand Revenue $105 $154
Manufacturing Revenue $99 $146
Unit Production 586 871

Door Control and Remote Key System 2003 2004


OEM/Brand Revenue $53 $73
Manufacturing Revenue $50 $69
Unit Production 504 702

Climate Control Systems 2003 2004


OEM/Brand Revenue
Manufacturing Revenue
Unit Production

Semiconductor Consumption For Automotive Electronics Comfort and Convenience


2003 2004
Total Semiconductor $27 $42
Integrated Circuits (IC) $21 $34
Memory IC $1 $1
DRAM $- $-
SRAM $- $-
Flash Memory $0 $0
NAND $- $-
NOR $0 $0
Other Non-Volatile Memory $1 $1
Other Memory $- $-
Microcomponent IC $9 $14
Microprocessor (MPU) $- $-
General Purpose MPU $- $-
Application Specific MPU $- $-
Microcontroller (MCU) $9 $14
4-bit MCU $0 $0
8-bit MCU $5 $8
16-bit MCU $2 $3
32-bit MCU $2 $3
Digital Signal Processor (DSP) $- $-
DSP ASSP $- $-
DSP ASIC $- $-
Multipurpose & Other DSP $- $-
Logic IC $2 $2
General Purpose Logic $1 $1
Standard Logic $0 $0
Display Drivers $1 $1
PLD $0 $0
Logic Application Specific IC $1 $1
Logic ASSP $0 $0
Logic ASIC $0 $1
Analog IC $10 $17
Standard Linear Analog $3 $4
Amplifier/Comparator $1 $1
Voltage Regulator/Reference $2 $3
Data Converters $0 $0
Interface $0 $1
Analog Application Specific IC $7 $13
Analog ASSP $5 $8
Analog ASIC $2 $5
Discretes $5 $5
RF & Microwave $1 $1
Power Transistor & Thyristor $2 $2
Rectifier & Power Diodes $0 $0
Small Signal & Other Discretes $2 $2
Optical Semiconductor $1 $2
Image Sensors $- $-
CCD Image Sensors $- $-
CMOS Image Sensors $- $-
Laser Diodes $- $-
LEDs $1 $1
Other Optical $0 $0
Sensors & Actuators $1 $1
Index

2005 2006 2007 2008 2009 2010 2011 2012 2013


$257 $295 $369 $400 $432 $484 $553 $634 $716
$244 $280 $351 $380 $410 $459 $525 $602 $680
1,794 2,152 2,660 2,927 3,177 3,579 4,135 4,783 5,447
$257 $295 $369 $400 $432 $484 $553 $634 $716

2005 2006 2007 2008 2009 2010 2011 2012 2013


$174 $200 $229 $256 $270 $292 $324 $360 $393
$165 $190 $217 $243 $256 $277 $308 $342 $374
989 1,195 1,373 1,537 1,627 1,773 1,997 2,250 2,494

2005 2006 2007 2008 2009 2010 2011 2012 2013


$83 $95 $117 $131 $143 $163 $189 $220 $251
$79 $90 $111 $124 $136 $154 $180 $209 $239
805 958 1,186 1,333 1,466 1,676 1,956 2,280 2,614

2005 2006 2007 2008 2009 2010 2011 2012 2013


$23 $13 $19 $29 $40 $54 $71
$22 $13 $18 $28 $38 $51 $67
101 57 84 130 182 253 340

ort and Convenience


2005 2006 2007 2008 2009 2010 2011 2012 2013
$48 $59 $81 $95 $94 $111 $132 $152 $171
$38 $47 $63 $74 $73 $85 $103 $118 $133
$1 $1 $2 $2 $2 $3 $3 $3 $4
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$0 $0 $1 $1 $1 $2 $2 $2 $2
$- $- $- $- $- $- $- $- $-
$0 $0 $1 $1 $1 $2 $2 $2 $2
$1 $1 $1 $1 $1 $1 $1 $1 $2
$- $- $- $- $- $- $- $- $-
$17 $20 $26 $32 $32 $36 $43 $52 $58
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$17 $20 $26 $32 $32 $36 $43 $52 $58
$0 $0 $0 $0 $0 $0 $0 $0 $0
$10 $11 $13 $15 $15 $16 $18 $20 $22
$3 $5 $7 $9 $9 $10 $13 $16 $18
$3 $4 $6 $8 $8 $9 $13 $16 $19
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$2 $3 $4 $5 $5 $5 $6 $7 $8
$1 $2 $3 $3 $3 $4 $4 $5 $5
$0 $1 $1 $1 $1 $1 $1 $1 $2
$1 $1 $2 $2 $2 $2 $2 $2 $2
$0 $0 $0 $0 $0 $1 $1 $1 $1
$1 $1 $1 $1 $1 $2 $2 $2 $3
$0 $1 $0 $0 $0 $0 $1 $1 $1
$1 $1 $1 $1 $1 $1 $2 $2 $2
$18 $22 $31 $35 $34 $41 $49 $56 $63
$5 $6 $11 $11 $10 $12 $15 $16 $18
$1 $1 $2 $2 $1 $2 $2 $2 $3
$3 $3 $6 $6 $5 $7 $8 $9 $10
$0 $1 $1 $1 $1 $1 $2 $2 $2
$1 $1 $2 $2 $2 $2 $3 $2 $3
$13 $16 $21 $24 $24 $29 $35 $40 $45
$8 $10 $13 $15 $15 $19 $24 $27 $31
$5 $6 $8 $9 $9 $10 $11 $13 $14
$7 $9 $12 $13 $13 $15 $17 $20 $22
$1 $1 $1 $1 $1 $2 $2 $3 $3
$3 $4 $5 $6 $6 $8 $9 $10 $12
$1 $1 $1 $1 $1 $1 $2 $2 $2
$2 $3 $4 $5 $4 $4 $4 $5 $5
$2 $2 $5 $6 $7 $8 $9 $10 $12
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$2 $2 $4 $5 $6 $7 $8 $9 $10
$0 $0 $1 $1 $1 $1 $1 $1 $2
$1 $1 $2 $2 $2 $3 $3 $4 $5
India Research Q3 2009 Market Tracker

Automotive Electronics Body Electronics


Millions of Dollars, Thousands of Units

Total Body Electronics 2003 2004 2005


OEM/Brand Revenues $2 $3 $9
Manufacturing Revenues $2 $3 $9
Unit Production 8 13 42
Domestic Demand for Body Electronics $2 $4 $13

Semiconductor Consumption For Automotive Body Electronics


2003 2004 2005
Total Semiconductor $0 $0 $1
Integrated Circuits (IC) $0 $0 $1
Memory IC $0 $0 $0
DRAM $- $- $-
SRAM $- $- $-
Flash Memory $0 $0 $0
NAND $- $- $-
NOR $0 $0 $0
Other Non-Volatile Memory $0 $0 $0
Other Memory $- $- $-
Microcomponent IC $0 $0 $0
Microprocessor (MPU) $- $- $-
General Purpose MPU $- $- $-
Application Specific MPU $- $- $-
Microcontroller (MCU) $0 $0 $0
4-bit MCU $0 $0 $0
8-bit MCU $0 $0 $0
16-bit MCU $0 $0 $0
32-bit MCU $0 $0 $0
Digital Signal Processor (DSP) $- $- $-
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $- $- $-
Logic IC $0 $0 $0
General Purpose Logic $- $- $-
Standard Logic $- $- $-
Display Drivers $- $- $-
PLD $- $- $-
Logic Application Specific IC $0 $0 $0
Logic ASSP $- $- $-
Logic ASIC $0 $0 $0
Analog IC $0 $0 $0
Standard Linear Analog $0 $0 $0
Amplifier/Comparator $0 $0 $0
Voltage Regulator/Reference $0 $0 $0
Data Converters $- $- $-
Interface $0 $0 $0
Analog Application Specific IC $0 $0 $0
Analog ASSP $0 $0 $0
Analog ASIC $0 $0 $0
Discretes $0 $0 $0
RF & Microwave $- $- $-
Power Transistor & Thyristor $0 $0 $0
Rectifier & Power Diodes $0 $0 $0
Small Signal & Other Discretes $0 $0 $0
Optical Semiconductor $0 $0 $0
Image Sensors $- $- $-
CCD Image Sensors $- $- $-
CMOS Image Sensors $- $- $-
Laser Diodes $- $- $-
LEDs $0 $0 $0
Other Optical $0 $0 $0
Sensors & Actuators $0 $0 $0
Index

2006 2007 2008 2009 2010 2011 2012 2013


$22 $63 $111 $144 $199 $271 $347 $408
$20 $57 $102 $132 $183 $249 $319 $375
99 267 484 645 922 1,288 1,710 2,065
$30 $83 $149 $192 $266 $362 $463 $544

2006 2007 2008 2009 2010 2011 2012 2013


$4 $13 $25 $30 $42 $58 $76 $89
$2 $7 $14 $16 $22 $32 $41 $48
$0 $0 $0 $1 $1 $1 $2 $2
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $1 $1 $1 $2
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $1 $1 $1 $2
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$1 $3 $6 $7 $10 $14 $19 $22
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$1 $3 $6 $7 $10 $14 $19 $22
$0 $0 $0 $0 $0 $0 $0 $0
$1 $2 $3 $4 $5 $7 $8 $10
$0 $1 $1 $2 $2 $3 $5 $6
$0 $1 $1 $2 $2 $4 $6 $7
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $1 $2 $2 $2 $3 $5 $5
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $1 $2 $2 $2 $3 $5 $5
$- $- $- $- $- $- $- $-
$0 $1 $2 $2 $2 $3 $5 $5
$1 $3 $6 $6 $9 $13 $15 $18
$1 $2 $3 $3 $5 $7 $8 $9
$0 $0 $0 $0 $0 $0 $0 $0
$0 $1 $2 $2 $3 $4 $5 $5
$- $- $- $- $- $- $- $-
$0 $1 $2 $2 $2 $3 $3 $4
$0 $1 $2 $3 $4 $6 $7 $9
$0 $1 $1 $2 $2 $3 $5 $5
$0 $1 $1 $1 $2 $2 $3 $3
$0 $1 $1 $1 $2 $3 $4 $4
$- $- $- $- $- $- $- $-
$0 $0 $1 $1 $1 $2 $2 $3
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $1 $1 $1
$1 $4 $9 $12 $17 $22 $30 $35
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$1 $4 $9 $11 $16 $22 $29 $34
$0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $1 $1 $1 $1 $2 $2
India Research Q3 2009 Market Tracker

Automotive Electronics Sensors


Millions of Dollars, Thousands of Units

Total Sensors 2003 2004 2005 2006


OEM/Brand Revenues $9 $23 $27 $34
Manufacturing Revenues $8 $20 $24 $31
Unit Production 1,267 3,411 4,277 5,678
Domestic Demand for Sensors $57 $69 $84 $126

Semiconductor Consumption For Automotive Electronics Sensors


2003 2004 2005 2006
Total Semiconductor $2 $4 $5 $7
Integrated Circuits (IC) $0 $0 $0 $0
Memory IC $- $0 $0 $0
DRAM $- $- $- $-
SRAM $- $- $- $-
Flash Memory $- $0 $0 $0
NAND $- $- $- $-
NOR $- $0 $0 $0
Other Non-Volatile Memory $- $- $- $-
Other Memory $- $- $- $-
Microcomponent IC $- $- $- $-
Microprocessor (MPU) $- $- $- $-
General Purpose MPU $- $- $- $-
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $- $- $- $-
4-bit MCU $- $- $- $-
8-bit MCU $- $- $- $-
16-bit MCU $- $- $- $-
32-bit MCU $- $- $- $-
Digital Signal Processor (DSP) $- $- $- $-
DSP ASSP $- $- $- $-
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $- $- $- $-
General Purpose Logic $- $- $- $-
Standard Logic $- $- $- $-
Display Drivers $- $- $- $-
PLD $- $- $- $-
Logic Application Specific IC $- $- $- $-
Logic ASSP $- $- $- $-
Logic ASIC $- $- $- $-
Analog IC $0 $0 $0 $0
Standard Linear Analog $0 $0 $0 $0
Amplifier/Comparator $0 $0 $0 $0
Voltage Regulator/Reference $0 $0 $0 $0
Data Converters $0 $0 $0 $0
Interface $0 $0 $0 $0
Analog Application Specific IC $0 $0 $0 $0
Analog ASSP $0 $0 $0 $0
Analog ASIC $- $- $- $-
Discretes $0 $0 $0 $0
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $0 $0 $0 $0
Rectifier & Power Diodes $0 $0 $0 $0
Small Signal & Other Discretes $0 $0 $0 $0
Optical Semiconductor $0 $1 $1 $1
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $-
LEDs $- $- $- $-
Other Optical $0 $1 $1 $1
Sensors & Actuators $1 $4 $4 $5
Index

2007 2008 2009 2010 2011 2012 2013


$51 $72 $95 $124 $164 $213 $271
$46 $65 $86 $111 $147 $192 $244
8,914 13,234 18,249 24,787 34,468 47,102 62,783
$126 $153 $180 $216 $269 $337 $415

2007 2008 2009 2010 2011 2012 2013


$9 $14 $19 $26 $38 $44 $56
$1 $1 $1 $2 $3 $3 $4
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$1 $1 $1 $2 $3 $3 $4
$0 $1 $1 $2 $2 $3 $3
$0 $0 $0 $0 $1 $1 $1
$0 $0 $1 $1 $1 $2 $2
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $0 $1 $1 $1 $1 $1
$- $- $- $- $- $- $-
$0 $0 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$1 $2 $2 $3 $4 $5 $6
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$1 $2 $2 $3 $4 $5 $6
$7 $11 $14 $21 $30 $35 $45
India Research Q3 2009 Market Tracker

Automotive Electronics Others


Millions of Dollars, Thousands of Units

2003 2004 2005


Domestic Demand for Other Electronics $30 $35 $51

Others 2003 2004 2005


OEM/Brand Revenues $30 $35 $51
Manufacturing Revenues $28 $33 $47
Unit Production 51,287 59,350 87,315

Relays 2003 2004 2005


OEM/Brand Revenues $11 $14 $21
Manufacturing Revenues $11 $13 $20
Unit Production 18,923 22,233 35,026
Switches 2003 2004 2005
OEM/Brand Revenues $19 $22 $30
Manufacturing Revenues $17 $20 $28
Unit Production 32,364 37,118 52,289

Semiconductor Consumption For Automotive Electronics Others


2003 2004 2005
Total Semiconductor $6 $7 $10
Integrated Circuits (IC) $5 $6 $9
Memory IC $1 $1 $1
DRAM $0 $0 $1
SRAM $0 $0 $0
Flash Memory $0 $0 $0
NAND $- $0 $0
NOR $0 $0 $0
Other Non-Volatile Memory $0 $0 $0
Other Memory $0 $0 $0
Microcomponent IC $2 $2 $4
Microprocessor (MPU) $0 $0 $1
General Purpose MPU $0 $0 $1
Application Specific MPU $- $- $-
Microcontroller (MCU) $1 $2 $2
4-bit MCU $0 $0 $0
8-bit MCU $1 $1 $1
16-bit MCU $0 $0 $1
32-bit MCU $0 $1 $1
Digital Signal Processor (DSP) $0 $0 $1
DSP ASSP $0 $0 $1
DSP ASIC $0 $0 $-
Multipurpose & Other DSP $0 $0 $0
Logic IC $0 $0 $1
General Purpose Logic $0 $0 $0
Standard Logic $0 $0 $0
Display Drivers $0 $0 $0
PLD $0 $0 $0
Logic Application Specific IC $0 $0 $0
Logic ASSP $0 $0 $0
Logic ASIC $0 $0 $0
Analog IC $2 $3 $4
Standard Linear Analog $0 $0 $0
Amplifier/Comparator $0 $0 $0
Voltage Regulator/Reference $0 $0 $0
Data Converters $0 $0 $0
Interface $0 $0 $0
Analog Application Specific IC $2 $2 $3
Analog ASSP $2 $2 $2
Analog ASIC $0 $1 $1
Discretes $0 $0 $0
RF & Microwave $0 $0 $-
Power Transistor & Thyristor $0 $0 $0
Rectifier & Power Diodes $0 $0 $0
Small Signal & Other Discretes $0 $0 $0
Optical Semiconductor $0 $0 $1
Image Sensors $0 $0 $0
CCD Image Sensors $- $- $-
CMOS Image Sensors $0 $0 $0
Laser Diodes $0 $0 $0
LEDs $0 $0 $1
Other Optical $0 $0 $0
Sensors & Actuators $0 $0 $0
Index

2006 2007 2008 2009 2010 2011 2012 2013


$80 $81 $86 $92 $101 $113 $126 $141

2006 2007 2008 2009 2010 2011 2012 2013


$80 $81 $86 $92 $101 $113 $126 $141
$75 $75 $80 $86 $95 $106 $119 $133
127,759 136,797 160,150 174,567 194,855 221,007 251,079 285,321

2006 2007 2008 2009 2010 2011 2012 2013


$40 $35 $38 $42 $46 $52 $59 $66
$38 $33 $36 $40 $44 $49 $55 $62
57,931 59,391 71,071 78,245 88,179 100,897 115,602 132,422
2006 2007 2008 2009 2010 2011 2012 2013
$40 $45 $47 $50 $55 $61 $68 $75
$37 $42 $44 $47 $51 $57 $64 $71
69,828 77,406 89,079 96,322 106,677 120,110 135,478 152,898

2006 2007 2008 2009 2010 2011 2012 2013


$19 $23 $26 $25 $28 $33 $38 $43
$16 $18 $21 $19 $21 $24 $28 $31
$2 $4 $5 $4 $5 $6 $7 $7
$1 $3 $3 $3 $3 $4 $5 $6
$0 $0 $0 $0 $0 $0 $0 $0
$1 $2 $2 $1 $1 $1 $1 $2
$1 $1 $1 $0 $0 $0 $1 $1
$0 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$6 $7 $8 $7 $8 $9 $10 $12
$1 $2 $2 $2 $3 $3 $4 $4
$1 $2 $2 $2 $3 $3 $4 $4
$- $- $- $- $- $- $- $-
$4 $4 $4 $4 $4 $5 $6 $6
$0 $0 $0 $0 $0 $0 $0 $0
$2 $2 $2 $2 $2 $1 $2 $2
$1 $1 $1 $1 $1 $1 $2 $2
$1 $1 $1 $1 $1 $2 $2 $3
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $2
$0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$7 $7 $7 $7 $7 $8 $9 $10
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$6 $6 $6 $6 $7 $7 $8 $9
$4 $4 $5 $4 $5 $6 $6 $7
$2 $2 $2 $2 $2 $2 $2 $2
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $- $- $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$2 $3 $3 $4 $5 $6 $8 $8
$1 $1 $1 $2 $2 $3 $5 $5
$0 $1 $1 $1 $1 $2 $4 $4
$0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$1 $2 $2 $2 $2 $2 $3 $3
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $2 $2 $2 $3
India Research Q3 2009 Market Tracker

Industrial Electronics
Millions of Dollars, Thousands of Units

2003 2004 2005


Domestic Demand (USD Million) NA $1,579 $1,680

Industrial Electronics 2003 2004 2005


OEM/Brand Revenue $1,089 $1,233 $1,336
Manufacturing Revenue $996 $1,129 $1,223
Unit Production 17,134 19,422 19,257

Medical Electronics 2003 2004 2005


OEM/Brand Revenue $308 $367 $396
Manufacturing Revenue $293 $349 $376
Unit Production 910 687 918
Domestic Demand NA 1200 1260

Manufacturing Automation 2003 2004 2005


OEM/Brand Revenue $30 $30 $34
Manufacturing Revenue $29 $28 $32
Unit Production 190 172 199
Domestic Demand NA 197 226.32

Semiconductor Manufacturing 2003 2004 2005


OEM/Brand Revenue $- $- $-
Manufacturing Revenue $- $- $-
Unit Production - - -
Domestic Demand

Test and Measurement 2003 2004 2005


OEM/Brand Revenue $109 $138 $146
Manufacturing Revenue $103 $131 $139
Unit Production 14,750 17,110 16,662
Domestic Demand NA 153.46 162.04

Security Systems 2003 2004 2005


OEM/Brand Revenue $17 $17 $19
Manufacturing Revenue $16 $17 $18
Unit Production 447 521 549
Domestic Demand NA 28.95 31.18

Other Industrial 2003 2004 2005


OEM/Brand Revenue $32 $45 $45
Manufacturing Revenue $30 $43 $43
Unit Production 771 862 849

Military and Civil Aerospace 2003 2004 2005


OEM/Brand Revenue $594 $635 $696
Manufacturing Revenue $525 $562 $616
Unit Production 66 70 79
Index

2006 2007 2008 2009 2010 2011 2012 2013


$1,791 $6,579 $7,928 $9,533 $11,525 $13,880 $16,796 $20,418

2006 2007 2008 2009 2010 2011 2012 2013


$1,457 $1,862 $2,319 $2,958 $3,669 $4,309 $4,895 $5,542
$1,335 $1,706 $2,136 $2,700 $3,346 $3,930 $4,468 $5,064
20,626 23,923 25,642 26,742 27,960 29,774 31,698 33,647

2006 2007 2008 2009 2010 2011 2012 2013


$435 $488 $665 $743 $859 $994 $1,153 $1,337
$413 $464 $632 $706 $816 $944 $1,095 $1,270
1,038 1,194 1,322 1,452 1,598 1,758 1,934 2,131
1323 1,389 1,459 1,532 1,608 1,689 1,773 1,862

2006 2007 2008 2009 2010 2011 2012 2013


$36 $80 $89 $98 $107 $118 $129 $143
$34 $76 $84 $92 $101 $111 $123 $135
217 243 264 288 313 339 368 394
259.3 617 741 887 1,070 1,176 1,294 1,427

2006 2007 2008 2009 2010 2011 2012 2013


$- $170 $324 $783 $1,206 $1,587 $1,878 $2,184
$- $162 $308 $705 $1,085 $1,428 $1,690 $1,966
- - - - - - - -
4,300 5,375 6,719 8,398 10,498 13,123 16,403

2006 2007 2008 2009 2010 2011 2012 2013


$157 $213 $227 $239 $252 $266 $280 $296
$150 $202 $215 $227 $239 $253 $266 $281
17,830 20,833 22,062 22,845 23,644 24,931 26,212 27,363
174.98 236 252 265 280 296 311 328

2006 2007 2008 2009 2010 2011 2012 2013


$20 $22 $61 $78 $101 $133 $177 $238
$19 $21 $58 $74 $96 $127 $168 $227
592 635 978 1,146 1,365 1,653 2,040 2,565
34.15 37 102 130 169 222 295 397

2006 2007 2008 2009 2010 2011 2012 2013


$49 $56 $58 $59 $62 $65 $69 $72
$46 $54 $55 $56 $59 $62 $65 $69
871 942 941 937 969 1,021 1,074 1,126

2006 2007 2008 2009 2010 2011 2012 2013


$759 $832 $895 $959 $1,083 $1,146 $1,209 $1,272
$672 $728 $783 $839 $949 $1,005 $1,061 $1,117
77 76 75 73 72 71 69 68
India Research Q3 2009 Market Tracker

Industrial Electronics Medical Electronics


Millions of Dollars, Thousands of Units

Medical Electronics 2003 2004 2005


OEM/Brand Revenue $308 $367 $396
Manufacturing Revenue $293 $349 $376
Unit Production 910 687 918
Domestic Demand (USD Million) NA $1,200 $1,260

Electronics Artificial Aids 2003 2004 2005


OEM/Brand Revenue $9 $9 $17
Manufacturing Revenue $9 $8 $16
Unit Production 230 211 413
Hearing Aids 2003 2004 2005
OEM/Brand Revenue $9 $8 $16
Manufacturing Revenue $9 $8 $16
Unit Production 230 210 410

Speech Trainers 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0 1 3

Pathology Equipment 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
1000s of Unit Production 1 1 1

Flame Photometer 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0 0 0

Analyzers, MEE 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0 0 0

Other Pathology Equipment 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 1 1 1

Patient Care Equipment 2003 2004 2005


OEM/Brand Revenue $4 $4 $4
Manufacturing Revenue $4 $4 $4
1000s of Unit Production 2 3 3

Pacemakers 2003 2004 2005


OEM/Brand Revenue $1 $1 $1
Manufacturing Revenue $1 $1 $1
Unit Production 1 1 1

Defibrillators 2003 2004 2005


OEM/Brand Revenue $2 $3 $3
Manufacturing Revenue $2 $3 $3
Unit Production 1 1 1

Intensive Care Unit(ICU) Systems 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0 0 0

Baby Incubators 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0 0 0

Other Patient Care Equipment 2003 2004 2005


OEM/Brand Revenue $0 $0 $-
Manufacturing Revenue $0 $0 $-
Unit Production 0 0 -

Patient Monitoring Equipment 2003 2004 2005


OEM/Brand Revenue $17 $15 $19
Manufacturing Revenue $16 $14 $18
1000s of Unit Production 44 47 47

Electro Cardio Graphs (ECG) 2003 2004 2005


OEM/Brand Revenue $4 $5 $5
Manufacturing Revenue $4 $5 $5
Unit Production 8 10 10

Cardioscopes 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0 0 0

Blood Pressure Monitors 2003 2004 2005


OEM/Brand Revenue $0 $- $-
Manufacturing Revenue $0 $- $-
Unit Production 0.23 0 0

Cardiac Monitors 2003 2004 2005


OEM/Brand Revenue $0 $0 $-
Manufacturing Revenue $0 $0 $-
Unit Production 0.03 0.04 0

Foetus Heart Monitors/Detectors 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0.3 0.33 0.34

Electro Encephalographs (EEG) 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0.13 0.08 0.09

Electronic Thermometers, MEE 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 25.36 29.66 26.88

Other Patient Monitoring Eqpt 2003 2004 2005


OEM/Brand Revenue $12 $9 $13
Manufacturing Revenue $12 $9 $13
Unit Production 9.5 7.22 9.38

Therapy Equipment 2003 2004 2005


OEM/Brand Revenue $0 $1 $1
Manufacturing Revenue $0 $1 $1
1000s of Unit Production 2.34 103.12 83.14

Diathermy 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0.59 0.52 0.54

Stimulators(Muscle/Nerve) 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0.08 0.35 0.23

Electro Convulsive Therapy Unit Production 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0.01 0 0

Radiation Lamps / Sources 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0.06 100 80.02

Other Therapy Equipment 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 1.61 2.24 2.35

Diagnostic Equipment 2003 2004 2005


OEM/Brand Revenue $272 $332 $347
Manufacturing Revenue $258 $315 $329
1000s of Unit Production 8.65 9.88 10.45

X-ray Machines (Medical) 2003 2004 2005


OEM/Brand Revenue $10 $12 $14
Manufacturing Revenue $9 $11 $14
Unit Production 1.4 1.68 2.01

X-ray Machines, Dental 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0.09 0.21 0.21

Ultrasound Scanners
OEM/Brand Revenue $207 $250 $254
Manufacturing Revenue $197 $237 $242
Unit Production 5.83 7.02 7.16

Diagnostic Equipment, Nes 2003 2004 2005


OEM/Brand Revenue $54 $70 $78
Manufacturing Revenue $52 $66 $74
Unit Production 1.34 0.97 1.07

2003 2004 2005


OEM/Brand Revenue $6 $7 $8
Manufacturing Revenue $6 $7 $7
1000s of Unit Production 621.47 311.83 361.55

Audiometers 2003 2004 2005


OEM/Brand Revenue $1 $1 $1
Manufacturing Revenue $0 $1 $1
Unit Production 0.48 0.74 0.7

Constant Temperature Baths 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0.72 0.79 0.85

Transducers for Med. Eqpt. 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0.27 0.29 0.31

Medical Electronics Eqpt, Nes 2003 2004 2005


OEM/Brand Revenue $5 $6 $7
Manufacturing Revenue $5 $6 $7
Unit Production 620 310 359.69
Notes
GE Healthcare is planning to double its revenue from South East Asia. However it has no plans to set
future.
Siemens and Phillips are the key players in the manufacturing segment.
Their average margin in manufacturing is approx. 5%.
We have assumed this to be the industry margin.

2003 2004 2005


Total Semiconductor $13 $15 $16
Integrated Circuits (IC) $9 $11 $12
Memory IC $1 $1 $1
DRAM $1 $1 $1
SRAM $0 $0 $0
Flash Memory $0 $0 $0
NAND $- $- $-
NOR $0 $0 $0
Other Non-Volatile Memory $0 $0 $0
Other Memory $0 $0 $0
Microcomponent IC $4 $5 $5
Microprocessor (MPU) $1 $1 $2
General Purpose MPU $1 $1 $2
Application Specific MPU $- $- $-
Microcontroller (MCU) $2 $3 $3
4-bit MCU $0 $0 $0
8-bit MCU $1 $1 $1
16-bit MCU $0 $1 $1
32-bit MCU $1 $1 $1
Digital Signal Processor (DSP) $1 $1 $1
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $1 $1 $1
Logic IC $2 $2 $2
General Purpose Logic $0 $1 $1
Standard Logic $0 $0 $0
Display Drivers $0 $0 $0
PLD $0 $0 $0
Logic Application Specific IC $1 $1 $1
Logic ASSP $0 $1 $1
Logic ASIC $1 $1 $1
Analog IC $3 $3 $3
Standard Linear Analog $1 $1 $1
Amplifier/Comparator $0 $0 $1
Voltage Regulator/Reference $0 $1 $0
Data Converters $0 $0 $0
Interface $0 $0 $0
Analog Application Specific IC $1 $2 $2
Analog ASSP $1 $1 $1
Analog ASIC $0 $0 $0
Discretes $2 $2 $2
RF & Microwave $0 $0 $0
Power Transistor & Thyristor $1 $1 $1
Rectifier & Power Diodes $0 $0 $0
Small Signal & Other Discretes $1 $1 $1
Optical Semiconductor $2 $2 $2
Image Sensors $0 $0 $0
CCD Image Sensors $0 $0 $0
CMOS Image Sensors $- $0 $0
Laser Diodes $0 $0 $0
LEDs $1 $1 $1
Other Optical $1 $1 $1
Sensors & Actuators $1 $1 $1
Index

2006 2007 2008 2009 2010 2011 2012 2013


$435 $488 $665 $743 $859 $994 $1,153 $1,337
$413 $464 $632 $706 $816 $944 $1,095 $1,270
1,038 1,194 1,322 1,452 1,598 1,758 1,934 2,131
$1,323 $1,389 $1,459 $1,532 $1,608 $1,689 $1,773 $1,862

2006 2007 2008 2009 2010 2011 2012 2013


$18 $19 $21 $22 $24 $26 $28 $31
$17 $19 $20 $21 $23 $24 $27 $29
453 494 544 598 658 724 796 876
2006 2007 2008 2009 2010 2011 2012 2013
$18 $19 $20 $22 $23 $25 $28 $30
$17 $18 $19 $21 $22 $24 $26 $29
450 490 539 593 652 717 789 868

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0
3 4 5 5 6 6 7 7

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $1 $1 $1 $1 $1
$0 $0 $0 $0 $1 $1 $1 $1
1 3 3 3 3 3 3 3

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0 1 2 2 2 2 2 2

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0 0 0 0 0 0 0 0

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
1 1 1 1 1 1 1 1

2006 2007 2008 2009 2010 2011 2012 2013


$5 $9 $7 $7 $8 $8 $9 $10
$5 $9 $7 $7 $7 $7 $8 $9
3 5 5 5 6 7 7 8

2006 2007 2008 2009 2010 2011 2012 2013


$1 $2 $2 $2 $2 $3 $3 $3
$1 $2 $2 $2 $2 $2 $3 $3
1 2 2 3 3 3 3 4

2006 2007 2008 2009 2010 2011 2012 2013


$4 $4 $4 $5 $5 $5 $6 $6
$4 $4 $4 $4 $5 $5 $5 $6
2 2 2 3 3 3 4 4

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0 0 0 0 0 0 0 0

2006 2007 2008 2009 2010 2011 2012 2013


$0 $3 $0 $0 $0 $0 $0 $0
$0 $3 $0 $0 $0 $0 $0 $0
0 1 0 0 0 0 0 0

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
- - - - - - - -

2006 2007 2008 2009 2010 2011 2012 2013


$21 $23 $26 $28 $30 $33 $35 $36
$20 $22 $24 $26 $29 $31 $33 $34
46 46 45 45 45 47 50 51

2006 2007 2008 2009 2010 2011 2012 2013


$6 $6 $7 $7 $8 $9 $9 $10
$5 $6 $6 $7 $8 $8 $9 $10
11 11 12 14 15 16 18 19

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0 0 0 0 0 0 0 0

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
0 0 0 0 0 0 0 0

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
0 0 0 0 0 0 0 0

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0.37 0.39 0.41 0.43 0.45 0.47 0.49 0.49

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0.09 0.08 0.07 0.07 0.06 0.05 0.05 0.05

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
24.74 22.59 20.44 18.3 16.15 16.15 16.15 16.15

2006 2007 2008 2009 2010 2011 2012 2013


$15 $17 $18 $20 $22 $23 $25 $25
$14 $16 $17 $19 $20 $22 $24 $24
10.19 11 11.82 12.63 13.44 13.44 15.07 15.07

2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
103.42 123.9 143.97 164.22 184.48 204.77 225.09 251.83

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0.53 0.73 0.52 0.51 0.51 0.51 0.51 0.51

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0.25 0.26 0.28 0.29 0.3 0.31 0.32 0.33

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0 0 0 0 0 0 0 0

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
100.01 120 139.99 159.99 179.98 199.97 219.96 246.36

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $1 $1 $1 $1 $1
$0 $0 $0 $0 $1 $1 $1 $1
2.63 2.9 3.18 3.43 3.7 3.98 4.3 4.63

2006 2007 2008 2009 2010 2011 2012 2013


$380 $424 $599 $672 $782 $911 $1,063 $1,241
$361 $403 $569 $638 $743 $866 $1,010 $1,179
11.62 45.09 46.84 51.88 61.7 73.4 87.35 103.99

2006 2007 2008 2009 2010 2011 2012 2013


$17 $24 $260 $286 $343 $412 $494 $593
$16 $23 $247 $272 $326 $391 $470 $564
2.42 35 38.5 42.35 50.82 60.98 73.18 87.82

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $1 $1 $1
0.25 0.29 0.33 0.38 0.42 0.46 0.5 0.54

$276 $304 $233 $268 $308 $354 $407 $468


$262 $289 $221 $254 $292 $336 $387 $445
7.77 8.48 6.54 7.53 8.65 9.95 11.45 13.16

2006 2007 2008 2009 2010 2011 2012 2013


$86 $96 $106 $118 $131 $145 $161 $179
$82 $91 $101 $112 $124 $138 $153 $170
1.19 1.32 1.46 1.63 1.8 2 2.22 2.47

2006 2007 2008 2009 2010 2011 2012 2013


$9 $10 $11 $12 $13 $15 $16 $18
$8 $10 $11 $12 $13 $14 $15 $17
419.21 476.87 534.53 584.7 639.58 699.61 765.28 837.13

2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
0.77 0.85 0.93 0.99 1.07 1.15 1.23 1.32

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0.91 0.97 1.03 1.08 1.14 1.2 1.27 1.34

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0.33 0.35 0.36 0.38 0.4 0.42 0.44 0.46

2006 2007 2008 2009 2010 2011 2012 2013


$8 $9 $10 $11 $12 $13 $15 $16
$8 $9 $10 $11 $12 $13 $14 $15
417.2 474.7 532.21 582.24 636.97 696.84 762.35 834.01

ever it has no plans to set up a manufacturing base in India in near

2006 2007 2008 2009 2010 2011 2012 2013


$17 $19 $27 $28 $32 $38 $44 $51
$13 $13 $18 $19 $22 $26 $30 $35
$1 $1 $2 $2 $3 $3 $4 $4
$1 $1 $2 $2 $2 $3 $3 $4
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$6 $6 $8 $8 $10 $12 $14 $16
$2 $2 $2 $3 $3 $4 $4 $5
$2 $2 $2 $3 $3 $4 $4 $5
$- $- $- $- $- $- $- $-
$3 $3 $5 $5 $5 $7 $8 $10
$0 $- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $2 $2 $2
$1 $2 $3 $3 $3 $4 $5 $6
$1 $1 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $1 $1 $1
$2 $2 $3 $3 $3 $4 $5 $5
$1 $1 $1 $1 $1 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $2
$1 $2 $2 $2 $2 $3 $3 $3
$1 $1 $1 $1 $1 $1 $1 $2
$1 $1 $1 $1 $1 $1 $1 $2
$4 $4 $5 $5 $6 $7 $8 $9
$2 $2 $3 $3 $3 $3 $4 $4
$1 $1 $1 $1 $1 $1 $1 $2
$1 $0 $1 $1 $1 $1 $1 $1
$0 $0 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $1 $1 $1 $1
$2 $2 $3 $3 $3 $4 $4 $5
$1 $2 $2 $2 $3 $3 $4 $4
$0 $0 $0 $1 $1 $1 $1 $1
$2 $2 $3 $3 $3 $4 $4 $5
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0 $1
$1 $1 $1 $1 $1 $1 $2 $2
$2 $2 $4 $4 $5 $5 $6 $7
$0 $0 $0 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $1 $1
$1 $1 $1 $2 $2 $2 $3 $3
$1 $1 $2 $2 $2 $2 $2 $3
$1 $1 $2 $2 $2 $3 $3 $4
India Research Q3 2009 Market Tracker

Industrial Electronics Manufacturing Automation


Millions of Dollars, Thousands of Units

Manufacturing Automation 2003 2004 2005


OEM/Brand Revenue $30 $30 $34
Manufacturing Revenue $29 $28 $32
Unit Production 190.08 171.60 199.25
Domestic Demand NA 197 226

Clock Systems 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 0.61 0.51 0.92

Remote Controlled Systems 2003 2004 2005


OEM/Brand Revenue $1 $1 $1
Manufacturing Revenue $1 $1 $1
Unit Production 39.71 43.69 51.26

Automatic Liquid Feeding 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 3.18 1.23 2.00

Industrial Robots 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production NA NA NA

Other Automation and Control Equipments 2003 2004 2005


OEM/Brand Revenue $11 $11 $13
Manufacturing Revenue $11 $10 $12
Unit Production 130.00 110.00 126.50

Programmable Control Equipment 2003 2004 2005


OEM/Brand Revenue $18 $18 $20
Manufacturing Revenue $17 $17 $19
Unit Production 16.58 16.18 18.57

Domestic Robots 2003 2004 2005


OEM/Brand Revenue $- $- $-
Manufacturing Revenue $- $- $-
Unit Production 0.00 0.00 0.00

Semiconductor Consumption For Industrial Electronics Manufacturing Automation


2003 2004 2005
Total Semiconductor $2.3 $2.3 $3
Integrated Circuits (IC) $1.6 $1.6 $2
Memory IC $0.2 $0.2 $0
DRAM $0.1 $0.1 $0
SRAM $0.0 $0.0 $0
Flash Memory $0.0 $0.0 $0
NAND $- $- $0
NOR $0.0 $0.0 $0
Other Non-Volatile Memory $0.0 $0.0 $0
Other Memory $0.0 $0.0 $0
Microcomponent IC $0.7 $0.7 $1
Microprocessor (MPU) $0.2 $0.2 $0
General Purpose MPU $0.2 $0.2 $0
Application Specific MPU $- $- $-
Microcontroller (MCU) $0.5 $0.5 $1
4-bit MCU $0.0 $0.0 $0
8-bit MCU $0.2 $0.1 $0
16-bit MCU $0.1 $0.1 $0
32-bit MCU $0.2 $0.2 $0
Digital Signal Processor (DSP) $0.0 $0.0 $0
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $0.0 $0.0 $0
Logic IC $0.3 $0.3 $0
General Purpose Logic $0.2 $0.2 $0
Standard Logic $0.1 $0.1 $0
Display Drivers $0.0 $0.0 $0
PLD $0.1 $0.1 $0
Logic Application Specific IC $0.1 $0.1 $0
Logic ASSP $0.1 $0.1 $0
Logic ASIC $0.0 $0.0 $0
Analog IC $0.4 $0.4 $0
Standard Linear Analog $0.2 $0.2 $0
Amplifier/Comparator $0.1 $0.1 $0
Voltage Regulator/Reference $0.1 $0.1 $0
Data Converters $0.0 $0.0 $0
Interface $0.0 $0.0 $0
Analog Application Specific IC $0.2 $0.2 $0
Analog ASSP $0.2 $0.2 $0
Analog ASIC $0.0 $0.0 $0
Discretes $0.5 $0.5 $0
RF & Microwave $0.0 $0.0 $0
Power Transistor & Thyristor $0.2 $0.2 $0
Rectifier & Power Diodes $0.0 $0.0 $0
Small Signal & Other Discretes $0.2 $0.2 $0
Optical Semiconductor $0.2 $0.2 $0
Image Sensors $0.0 $0.0 $0
CCD Image Sensors $0.0 $0.0 $0
CMOS Image Sensors $0.0 $0.0 $0
Laser Diodes $0.0 $0.0 $0
LEDs $0.1 $0.1 $0
Other Optical $0.1 $0.1 $0
Sensors & Actuators $0.0 $0.1 $0
Index

2006 2007 2008 2009 2010 2011 2012 2013


$36 $80 $89 $98 $107 $118 $129 $143
$34 $76 $84 $92 $101 $111 $123 $135
217.17 242.94 264.48 288.13 312.73 339.22 367.82 393.58
259 617 741 887 1,070 1,176 1,294 1,427

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
0.94 0.95 0.97 0.98 1.00 1.01 1.03 1.04

2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $1 $1 $1 $2 $2 $2
$1 $1 $1 $1 $1 $2 $2 $2
56.06 67.00 68.97 74.02 79.06 84.10 89.15 89.15

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
2.11 2.22 2.34 2.45 2.57 2.68 2.80 2.80

2006 2007 2008 2009 2010 2011 2012 2013


$0 $41 $45 $50 $55 $60 $66 $73
$0 $39 $43 $47 $52 $57 $63 $69
NA NA NA NA NA NA NA NA

2006 2007 2008 2009 2010 2011 2012 2013


$14 $17 $20 $23 $27 $31 $36 $42
$14 $16 $19 $22 $25 $30 $34 $40
139.15 153.50 168.85 185.74 204.31 224.74 247.21 271.93

2006 2007 2008 2009 2010 2011 2012 2013


$21 $21 $21 $22 $22 $22 $23 $23
$20 $20 $20 $21 $21 $21 $22 $22
18.91 19.26 19.60 19.95 20.29 20.63 20.98 21.33

2006 2007 2008 2009 2010 2011 2012 2013


$- $- $1 $2 $2 $2 $2 $3
$- $- $1 $1 $2 $2 $2 $2
0.00 0.00 3.75 5.00 5.50 6.05 6.66 7.32

Automation
2006 2007 2008 2009 2010 2011 2012 2013
$3 $6 $7 $8 $9 $10 $11 $12
$2 $4 $5 $5 $6 $7 $7 $8
$0 $0 $1 $1 $1 $1 $1 $1
$0 $0 $0 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $2 $2 $2 $2 $3 $3 $3
$0 $1 $1 $1 $1 $1 $1 $1
$0 $1 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $2 $2 $2
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $1 $1 $1 $1 $1 $1 $2
$0 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $1 $1 $1 $2 $2 $2 $2
$0 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $1 $1 $1 $1 $1 $1 $1
$0 $0 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $2 $2 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0 $0
$0 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $1 $1 $1 $1 $1 $1
$0 $0 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
India Research Q3 2009 Market Tracker

Industrial Electronics - Semiconductor Manufacturing


Millions of Dollars, Thousands of Units

Semiconductor Manufacturing 2003 2004 2005 2006


OEM/Brand Revenue $- $- $- $-
Manufacturing Revenue $- $- $- $-

Semiconductor Consumption For Industrial Electronics Manufacturing Automation


2003 2004 2005 2006
Total Semiconductor $- $- $- $-
Integrated Circuits (IC) $- $- $- $-
Memory IC $- $- $- $-
DRAM $- $- $- $-
SRAM $- $- $- $-
Flash Memory $- $- $- $-
NAND $- $- $- $-
NOR $- $- $- $-
Other Non-Volatile Memory $- $- $- $-
Other Memory $- $- $- $-
Microcomponent IC $- $- $- $-
Microprocessor (MPU) $- $- $- $-
General Purpose MPU $- $- $- $-
Application Specific MPU $- $- $- $-
Microcontroller (MCU) $- $- $- $-
4-bit MCU $- $- $- $-
8-bit MCU $- $- $- $-
16-bit MCU $- $- $- $-
32-bit MCU $- $- $- $-
Digital Signal Processor (DSP) $- $- $- $-
DSP ASSP $- $- $- $-
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $- $- $- $-
General Purpose Logic $- $- $- $-
Standard Logic $- $- $- $-
Display Drivers $- $- $- $-
PLD $- $- $- $-
Logic Application Specific IC $- $- $- $-
Logic ASSP $- $- $- $-
Logic ASIC $- $- $- $-
Analog IC $- $- $- $-
Standard Linear Analog $- $- $- $-
Amplifier/Comparator $- $- $- $-
Voltage Regulator/Reference $- $- $- $-
Data Converters $- $- $- $-
Interface $- $- $- $-
Analog Application Specific IC $- $- $- $-
Analog ASSP $- $- $- $-
Analog ASIC $- $- $- $-
Discretes $- $- $- $-
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $- $- $- $-
Rectifier & Power Diodes $- $- $- $-
Small Signal & Other Discretes $- $- $- $-
Optical Semiconductor $- $- $- $-
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $-
LEDs $- $- $- $-
Other Optical $- $- $- $-
Sensors & Actuators $- $- $- $-
32-bit MCU $- $- $- $-
Digital Signal Processor (DSP) $- $- $- $-
DSP ASSP $- $- $- $-
DSP ASIC $- $- $- $-
Multipurpose & Other DSP $- $- $- $-
Logic IC $- $- $- $-
General Purpose Logic $- $- $- $-
Standard Logic $- $- $- $-
Display Drivers $- $- $- $-
PLD $- $- $- $-
Logic Application Specific IC $- $- $- $-
Logic ASSP $- $- $- $-
Logic ASIC $- $- $- $-
Analog IC $- $- $- $-
Standard Linear Analog $- $- $- $-
Amplifier/Comparator $- $- $- $-
Voltage Regulator/Reference $- $- $- $-
Data Converters $- $- $- $-
Interface $- $- $- $-
Analog Application Specific IC $- $- $- $-
Analog ASSP $- $- $- $-
Analog ASIC $- $- $- $-
Discretes $- $- $- $-
RF & Microwave $- $- $- $-
Power Transistor & Thyristor $- $- $- $-
Rectifier & Power Diodes $- $- $- $-
Small Signal & Other Discretes $- $- $- $-
Optical Semiconductor $- $- $- $-
Image Sensors $- $- $- $-
CCD Image Sensors $- $- $- $-
CMOS Image Sensors $- $- $- $-
Laser Diodes $- $- $- $-
LEDs $- $- $- $-
Other Optical $- $- $- $-
Sensors & Actuators $- $- $- $-
Index

2007 2008 2009 2010 2011 2012 2013


$170 $324 $783 $1,206 $1,587 $1,878 $2,184
$162 $308 $705 $1,085 $1,428 $1,690 $1,966

Automation
2007 2008 2009 2010 2011 2012 2013
$12 $23 $50 $77 $107 $130 $151
$9 $17 $37 $57 $80 $98 $114
$2 $3 $7 $10 $15 $18 $21
$1 $2 $6 $9 $14 $16 $19
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$4 $7 $16 $25 $35 $45 $52
$0 $1 $2 $3 $4 $5 $6
$0 $1 $2 $3 $4 $5 $6
$- $- $- $- $- $- $-
$3 $6 $14 $21 $31 $39 $46
$- $- $- $- $- $- $-
$1 $1 $3 $4 $5 $6 $6
$1 $1 $3 $5 $7 $9 $10
$2 $4 $8 $13 $19 $25 $29
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$2 $3 $7 $11 $15 $18 $21
$1 $2 $4 $6 $8 $10 $12
$0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $1
$1 $2 $3 $5 $7 $9 $10
$1 $2 $3 $5 $7 $8 $9
$1 $1 $2 $3 $4 $5 $6
$0 $1 $1 $2 $2 $3 $3
$2 $3 $7 $11 $15 $17 $20
$1 $2 $3 $5 $6 $7 $9
$0 $0 $1 $1 $1 $2 $2
$0 $1 $1 $2 $2 $3 $3
$0 $0 $0 $1 $1 $1 $1
$0 $0 $1 $1 $2 $2 $3
$1 $2 $4 $6 $8 $10 $12
$1 $2 $4 $5 $7 $9 $10
$0 $0 $1 $1 $1 $1 $2
$2 $3 $6 $10 $13 $15 $17
$- $- $- $- $- $- $-
$1 $2 $3 $5 $7 $8 $9
$0 $0 $1 $1 $1 $2 $2
$1 $1 $3 $4 $5 $6 $6
$1 $2 $5 $8 $10 $12 $14
$0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $-
$0 $1 $2 $3 $4 $5 $6
$1 $1 $3 $4 $6 $7 $8
$0 $1 $2 $3 $4 $4 $5
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
$- $- $- $- $- $- $-
India Research Q3 2009 Market Tracker

Industrial Electronics Test and Measurement Instruments


Millions of Dollars, Thousands of Units

Test and Measurement Instruments 2003 2004 2005


OEM/Brand Revenue $109 $138 $146
Manufacturing Revenue $103 $131 $139
Unit Production 14,750 17,110 16,662
Domestic Demand NA $153 $162

Electronic Meters 2003 2004 2005


OEM/Brand Revenue $36 $49 $51
Manufacturing Revenue $34 $46 $48
Unit Production 2,012 1,995 2,083

Oscilloscopes 2003 2004 2005


OEM/Brand Revenue $2 $7 $4
Manufacturing Revenue $2 $6 $4
Unit Production 7 24 14

Recorders 2003 2004 2005


OEM/Brand Revenue $7 $7 $8
Manufacturing Revenue $6 $7 $7
Unit Production 8 19 19

Generators 2003 2004 2005


OEM/Brand Revenue $9 $8 $9
Manufacturing Revenue $8 $8 $9
Unit Production 652 60 68

Analyzers and Synthesizers 2003 2004 2005


OEM/Brand Revenue $2 $1 $2
Manufacturing Revenue $2 $1 $2
Unit Production 2 2 2

Bridges 2003 2004 2005


OEM/Brand Revenue $0 $5 $10
Manufacturing Revenue $0 $5 $10
Unit Production 1 12 23

Amplifiers and Power Supplies 2003 2004 2005


OEM/Brand Revenue $9 $6 $9
Manufacturing Revenue $9 $6 $8
Unit Production 21 24 32

Testers and Indicators 2003 2004 2005


OEM/Brand Revenue $11 $12 $13
Manufacturing Revenue $11 $11 $13
Unit Production 340 332 368

Others 2003 2004 2005


OEM/Brand Revenue $33 $42 $41
Manufacturing Revenue $32 $40 $39
Unit Production 11,706 14,643 14,052

Notes
Since these companies do not incur significant selling, advertising and distribution expenses, we ha
Primary
The Research:
United ElectricalRishabh Instruments
Industries planning to
Ltd manufacturing produce
unit, which multi function metersonly
was manufacturing witharound
a capacity
16,00o

Semiconductor Consumption For Industrial Electronics Test and Measurement Instruments


2003 2004 2005
Total Semiconductor $13 $17 $17
Integrated Circuits (IC) $10 $13 $14
Memory IC $1 $2 $2
DRAM $1 $1 $1
SRAM $0 $0 $0
Flash Memory $0 $0 $0
NAND $- $0 $0
NOR $0 $0 $0
Other Non-Volatile Memory $0 $0 $0
Other Memory $0 $0 $0
Microcomponent IC $4 $6 $6
Microprocessor (MPU) $1 $1 $1
General Purpose MPU $1 $1 $1
Application Specific MPU $- $- $-
Microcontroller (MCU) $4 $5 $5
4-bit MCU $0 $0 $0
8-bit MCU $2 $3 $3
16-bit MCU $1 $1 $1
32-bit MCU $1 $1 $1
Digital Signal Processor (DSP) $0 $0 $0
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $0 $0 $0
Logic IC $2 $2 $2
General Purpose Logic $1 $1 $1
Standard Logic $0 $0 $0
Display Drivers $0 $0 $0
PLD $0 $0 $0
Logic Application Specific IC $1 $1 $1
Logic ASSP $0 $1 $1
Logic ASIC $1 $1 $1
Analog IC $3 $4 $4
Standard Linear Analog $1 $2 $2
Amplifier/Comparator $0 $1 $1
Voltage Regulator/Reference $1 $1 $1
Data Converters $0 $1 $0
Interface $0 $0 $0
Analog Application Specific IC $1 $2 $2
Analog ASSP $1 $1 $1
Analog ASIC $0 $0 $1
Discretes $2 $2 $2
RF & Microwave $0 $0 $0
Power Transistor & Thyristor $1 $1 $1
Rectifier & Power Diodes $0 $0 $0
Small Signal & Other Discretes $1 $1 $1
Optical Semiconductor $1 $2 $1
Image Sensors $0 $0 $0
CCD Image Sensors $0 $0 $0
CMOS Image Sensors $0 $0 $0
Laser Diodes $0 $0 $0
LEDs $1 $1 $1
Other Optical $0 $1 $1
Sensors & Actuators $0 $0 $0
Index

2006 2007 2008 2009 2010 2011 2012 2013


$157 $213 $227 $239 $252 $266 $280 $296
$150 $202 $215 $227 $239 $253 $266 $281
17,830 20,833 22,062 22,845 23,644 24,931 26,212 27,363
$175 $236 $252 $265 $280 $296 $311 $328

2006 2007 2008 2009 2010 2011 2012 2013


$55 $103 $109 $116 $123 $130 $138 $146
$52 $98 $104 $110 $117 $124 $131 $139
2,268 4,237 4,491 4,761 5,046 5,349 5,670 6,010

2006 2007 2008 2009 2010 2011 2012 2013


$4 $4 $5 $5 $5 $6 $6 $6
$4 $4 $5 $5 $5 $5 $5 $6
14 17 20 21 21 22 23 23

2006 2007 2008 2009 2010 2011 2012 2013


$7 $7 $7 $7 $7 $6 $6 $6
$7 $7 $7 $6 $6 $6 $6 $6
19 18 18 17 16 16 15 15

2006 2007 2008 2009 2010 2011 2012 2013


$10 $11 $12 $13 $15 $16 $17 $18
$10 $11 $12 $13 $14 $15 $16 $17
76 84 92 100 108 116 123 133

2006 2007 2008 2009 2010 2011 2012 2013


$2 $2 $2 $2 $2 $2 $2 $3
$2 $2 $2 $2 $2 $2 $2 $2
3 3 3 3 3 3 4 4

2006 2007 2008 2009 2010 2011 2012 2013


$12 $13 $15 $17 $18 $20 $22 $24
$11 $13 $14 $16 $17 $19 $21 $23
27 31 35 39 42 46 50 55

2006 2007 2008 2009 2010 2011 2012 2013


$10 $10 $11 $12 $13 $13 $14 $15
$9 $10 $11 $11 $12 $13 $13 $14
35 80 86 91 97 102 108 114

2006 2007 2008 2009 2010 2011 2012 2013


$14 $15 $16 $17 $18 $19 $19 $20
$14 $14 $15 $16 $17 $18 $18 $19
392 417 442 467 492 517 517 537

2006 2007 2008 2009 2010 2011 2012 2013


$43 $46 $49 $50 $51 $54 $57 $59
$41 $44 $46 $48 $49 $51 $54 $56
14,995 15,946 16,876 17,347 17,818 18,761 19,703 20,471

and distribution expenses, we have estimated the industry margin to be quite low (Approx. 5%)
unction metersonly
manufacturing witharound
a capacity of 200
16,000 per aday.
meters Expected
month until a turnover
year ago,due
hastoraised
this isits
around INR 9tocrore.
production 1.57 lakh meters a month now.

Measurement Instruments
2006 2007 2008 2009 2010 2011 2012 2013
$19 $26 $27 $26 $28 $31 $32 $34
$16 $21 $22 $21 $22 $24 $25 $27
$2 $3 $3 $3 $3 $3 $3 $3
$1 $2 $2 $2 $2 $2 $2 $2
$0 $0 $0 $0 $0 $0 $0 $0
$1 $0 $1 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$7 $9 $10 $10 $10 $11 $12 $13
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$- $- $- $- $- $- $- $-
$6 $8 $9 $8 $9 $10 $10 $11
$0 $0 $0 $0 $0 $0 $0 $0
$3 $4 $4 $4 $4 $4 $4 $4
$1 $2 $2 $2 $2 $2 $2 $2
$2 $3 $3 $3 $3 $4 $4 $5
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$2 $3 $3 $3 $3 $3 $4 $4
$1 $1 $1 $1 $1 $2 $2 $2
$0 $1 $0 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $1 $1 $1 $1 $1 $1 $1
$1 $2 $2 $2 $2 $2 $2 $2
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$4 $6 $6 $6 $6 $7 $7 $7
$2 $3 $3 $3 $3 $3 $3 $4
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$2 $3 $3 $3 $3 $3 $3 $3
$1 $2 $2 $2 $2 $2 $3 $3
$1 $1 $1 $1 $1 $1 $1 $1
$2 $3 $3 $2 $3 $3 $3 $3
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$2 $2 $3 $3 $3 $3 $4 $4
$0 $1 $1 $1 $1 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $1 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $2 $2 $2 $2
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
ers a month now.
India Research Q3 2009 Market Tracker

Industrial Electronics Security Systems


Millions of Dollars, Thousands of Units

Security Systems 2003 2004


OEM/Brand Revenue $17 $17
Manufacturing Revenue $16 $17
Unit Production 447 521
Domestic Demand NA $29

Smoke Detectors 2003 2004


OEM/Brand Revenue $0 $1
Manufacturing Revenue $0 $1
Unit Production 40 40

Fire Alarm System 2003 2004


OEM/Brand Revenue $1 $1
Manufacturing Revenue $1 $1
Unit Production 9 10

Intrusion Control and Access Control Systems 2003 2004


OEM/Brand Revenue $1 $1
Manufacturing Revenue $1 $1
Unit Production 9 11

Electronics Sirens 2003 2004


OEM/Brand Revenue $1 $1
Manufacturing Revenue $1 $1
Unit Production 200 220

Other Security Electronics 2003 2004


OEM/Brand Revenue $13 $13
Manufacturing Revenue $12 $13
Unit Production 190 240
Notes
The US-based $36-billion technology major Honeywell International has set up a $3-million manufactu

Semiconductor Consumption For Industrial Electronics Security Systems


2003 2004
Total Semiconductor $1 $1
Integrated Circuits (IC) $1 $1
Memory IC $0 $0
DRAM $0 $0
SRAM $0 $0
Flash Memory $- $0
NAND $- $-
NOR $- $0
Other Non-Volatile Memory $0 $0
Other Memory $0 $0
Microcomponent IC $0 $0
Microprocessor (MPU) $0 $0
General Purpose MPU $0 $0
Application Specific MPU $- $-
Microcontroller (MCU) $0 $0
4-bit MCU $0 $0
8-bit MCU $0 $0
16-bit MCU $0 $0
32-bit MCU $0 $0
Digital Signal Processor (DSP) $0 $0
DSP ASSP $- $-
DSP ASIC $- $-
Multipurpose & Other DSP $0 $0
Logic IC $0 $0
General Purpose Logic $0 $0
Standard Logic $0 $0
Display Drivers $0 $0
PLD $0 $0
Logic Application Specific IC $0 $0
Logic ASSP $0 $0
Logic ASIC $0 $0
Analog IC $0 $0
Standard Linear Analog $0 $0
Amplifier/Comparator $0 $0
Voltage Regulator/Reference $0 $0
Data Converters $0 $0
Interface $0 $0
Analog Application Specific IC $0 $0
Analog ASSP $0 $0
Analog ASIC $0 $0
Discretes $0 $0
RF & Microwave $0 $0
Power Transistor & Thyristor $0 $0
Rectifier & Power Diodes $0 $0
Small Signal & Other Discretes $0 $0
Optical Semiconductor $0 $0
Image Sensors $0 $0
CCD Image Sensors $0 $0
CMOS Image Sensors $0 $0
Laser Diodes $0 $0
LEDs $0 $0
Other Optical $0 $0
Sensors & Actuators $0 $0
Index

2005 2006 2007 2008 2009 2010 2011 2012 2013


$19 $20 $22 $61 $78 $101 $133 $177 $238
$18 $19 $21 $58 $74 $96 $127 $168 $227
549 592 635 978 1,146 1,365 1,653 2,040 2,565
$31 $34 $37 $102 $130 $169 $222 $295 $397

2005 2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1 $1
31 32 33 34 35 36 37 38 39

2005 2006 2007 2008 2009 2010 2011 2012 2013


$2 $2 $2 $39 $54 $76 $106 $148 $208
$1 $2 $2 $37 $52 $72 $101 $140 $197
12 13 14 314 440 615 862 1,206 1,689

2005 2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1 $1
12 12 12 12 12 12 13 13 13

2005 2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1 $1
235 247 260 272 285 297 309 322 334

2005 2006 2007 2008 2009 2010 2011 2012 2013


$14 $16 $18 $19 $21 $22 $24 $26 $27
$14 $15 $17 $18 $20 $21 $23 $24 $26
260 288 317 346 375 404 432 461 490

has set up a $3-million manufacturing facility at Gurgaon in Haryana to roll out fire, smoke and gas detectors for Indian and export markets

2005 2006 2007 2008 2009 2010 2011 2012 2013


$1 $2 $2 $5 $6 $8 $11 $15 $20
$1 $1 $1 $3 $3 $4 $6 $8 $11
$0 $0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $1 $1 $2 $2 $3 $4 $5
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $- $-
$0 $0 $0 $1 $1 $2 $3 $4 $5
$0 $- $- $- $- $- $- $- $-
$0 $0 $0 $1 $1 $1 $1 $1 $2
$0 $0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $1 $1 $1 $2 $2
$0 $0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $1 $1 $1 $1 $1 $2
$0 $0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $1 $1 $1 $1 $2 $2
$0 $0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $1 $1 $1 $1 $1 $2
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $1 $1
$0 $0 $1 $1 $2 $2 $3 $5 $6
$0 $0 $0 $1 $1 $1 $2 $2 $3
$0 $0 $0 $1 $1 $1 $1 $2 $3
$0 $0 $0 $0 $0 $0 $0 $0 $1
$0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $1 $1 $1 $2
$0 $0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $1 $1 $1
or Indian and export markets
India Research Q3 2009 Market Tracker

Industrial Electronics Other Industrial


Millions of Dollars, Thousands of Units

Other Industrial 2003 2004 2005


OEM/Brand Revenue $32 $45 $45
Manufacturing Revenue $30 $43 $43
Unit Production 771 862 849

Industrial Laser/ Laser Equipment 2003 2004 2005


OEM/Brand Revenue $3 $3 $3
Manufacturing Revenue $3 $3 $3
Unit Production 0 0 1

Card Attendance System 2003 2004 2005


OEM/Brand Revenue $1 $1 $1
Manufacturing Revenue $1 $1 $1
Unit Production 60 72 87

Industrial Flashers 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production 290 200 144

Instrument Cooling Systems 2003 2004 2005


OEM/Brand Revenue $3 $3 $4
Manufacturing Revenue $3 $3 $3
Unit Production 180 190 222

Other Industrial Electronics 2003 2004 2005


OEM/Brand Revenue $25 $38 $37
Manufacturing Revenue $24 $36 $35
Unit Production 240 400 396

Semiconductor Consumption For Industrial Electronics Other Industrial


2003 2004 2005
Total Semiconductor $2 $3 $3
Integrated Circuits (IC) $2 $2 $2
Memory IC $0 $0 $0
DRAM $0 $0 $0
SRAM $0 $0 $0
Flash Memory $- $0 $0
NAND $- $0 $0
NOR $- $0 $0
Other Non-Volatile Memory $0 $0 $0
Other Memory $0 $0 $0
Microcomponent IC $1 $1 $1
Microprocessor (MPU) $0 $0 $0
General Purpose MPU $0 $0 $0
Application Specific MPU $- $- $-
Microcontroller (MCU) $1 $1 $1
4-bit MCU $0 $0 $0
8-bit MCU $0 $0 $0
16-bit MCU $0 $0 $0
32-bit MCU $0 $0 $0
Digital Signal Processor (DSP) $0 $0 $0
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $0 $0 $0
Logic IC $0 $1 $1
General Purpose Logic $0 $0 $0
Standard Logic $0 $0 $0
Display Drivers $0 $0 $0
PLD $0 $0 $0
Logic Application Specific IC $0 $0 $0
Logic ASSP $0 $0 $0
Logic ASIC $0 $0 $0
Analog IC $0 $1 $0
Standard Linear Analog $0 $0 $0
Amplifier/Comparator $0 $0 $0
Voltage Regulator/Reference $0 $0 $0
Data Converters $0 $0 $0
Interface $0 $0 $0
Analog Application Specific IC $0 $0 $0
Analog ASSP $0 $0 $0
Analog ASIC $0 $0 $0
Discretes $0 $1 $0
RF & Microwave $0 $0 $0
Power Transistor & Thyristor $0 $0 $0
Rectifier & Power Diodes $0 $0 $0
Small Signal & Other Discretes $0 $0 $0
Optical Semiconductor $0 $0 $1
Image Sensors $0 $0 $0
CCD Image Sensors $0 $0 $0
CMOS Image Sensors $- $0 $0
Laser Diodes $- $- $-
LEDs $0 $0 $0
Other Optical $0 $0 $0
Sensors & Actuators $0 $0 $0
Index

2006 2007 2008 2009 2010 2011 2012 2013


$49 $56 $58 $59 $62 $65 $69 $72
$46 $54 $55 $56 $59 $62 $65 $69
871 942 941 937 969 1,021 1,074 1,126

2006 2007 2008 2009 2010 2011 2012 2013


$4 $4 $4 $4 $5 $5 $5 $6
$3 $4 $4 $4 $4 $5 $5 $5
1 1 1 1 1 1 1 2

2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
93 99 104 110 116 122 127 133

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $0 $0 $- $- $- $-
$0 $0 $0 $0 $- $- $- $-
113 82 52 21 - - - -

2006 2007 2008 2009 2010 2011 2012 2013


$4 $4 $4 $5 $5 $5 $6 $6
$4 $4 $4 $5 $5 $5 $5 $6
239 256 273 290 307 324 341 358

2006 2007 2008 2009 2010 2011 2012 2013


$40 $47 $48 $48 $51 $54 $57 $60
$38 $45 $46 $46 $49 $51 $54 $57
425 504 511 515 545 574 604 633

2006 2007 2008 2009 2010 2011 2012 2013


$4 $5 $5 $5 $5 $5 $6 $6
$3 $3 $3 $3 $3 $4 $4 $4
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $2
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$0 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$1 $1 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
India Research Q3 2009 Market Tracker

Industrial Electronics Military and Civil Aerospace


Millions of Dollars, Thousands of Units

Military and Civil Aerospace 2003 2004 2005


OEM/Brand Revenue $594 $635 $696
Manufacturing Revenue $525 $562 $616
Unit Production $66 $70 $79

Radar Systems 2003 2004 2005


OEM/Brand Revenue $41 $47 $50
Manufacturing Revenue $36 $42 $44
Unit Production $2 $2 $3

Navigational Equipment 2003 2004 2005


OEM/Brand Revenue $5 $7 $7
Manufacturing Revenue $4 $6 $6
Unit Production $3 $4 $4

Underwater and Sonar Systems 2003 2004 2005


OEM/Brand Revenue $30 $23 $33
Manufacturing Revenue $26 $20 $29
Unit Production $60 $61 $69

Electronic Warfare Equipment 2003 2004 2005


OEM/Brand Revenue $0 $0 $0
Manufacturing Revenue $0 $0 $0
Unit Production $0 $0 $0

Defense Communication Equipment 2003 2004 2005


OEM/Brand Revenue $518 $556 $605
Manufacturing Revenue $458 $492 $536
Unit Production $0 $0 $1

Misc Strategic Equipment 2003 2004 2005


OEM/Brand Revenue $0 $2 $1
Manufacturing Revenue $0 $1 $1
Unit Production $0 $3 $2

Notes
Bharat Electronics Limited (BEL) is the key player in this segment.
BEL and Northrop Grumman Corporation
It manufactures
signed radarIndia
MOU at Aero systems,
2007 electronics
to find out warfare, navigational system etc. for defense and civil a
BEL setting up a Joint Venture Company
options in defense electronics manufacturing with Elbit Systems for development and production of def
in local and international markets. a
BEL has a turnover of 900 million USD in
financial year 2006-07, spends about 70% in
defense manufacturing

Tatas on Sunday inked an MoU with Israel's largest aerospace and defense company Israel Aerosp

Total Semiconductor Consumption for Industrial Electronics in Military and Civil Aerospace in
2003 2004 2005
Total Semiconductor $36 $40 $40
Integrated Circuits (IC) $23 $26 $27
Memory IC $2 $3 $3
DRAM $1 $2 $2
SRAM $1 $1 $1
Flash Memory $0 $0 $0
NAND $- $- $-
NOR $0 $0 $0
Other Non-Volatile Memory $0 $0 $0
Other Memory $0 $0 $0
Microcomponent IC $7 $8 $8
Microprocessor (MPU) $1 $1 $2
General Purpose MPU $1 $1 $2
Application Specific MPU $- $- $-
Microcontroller (MCU) $5 $6 $6
4-bit MCU $0 $0 $0
8-bit MCU $2 $2 $2
16-bit MCU $1 $1 $1
32-bit MCU $2 $2 $2
Digital Signal Processor (DSP) $0 $0 $0
DSP ASSP $- $- $-
DSP ASIC $- $- $-
Multipurpose & Other DSP $0 $0 $0
Logic IC $9 $11 $11
General Purpose Logic $6 $6 $7
Standard Logic $3 $3 $3
Display Drivers $1 $0 $1
PLD $2 $3 $4
Logic Application Specific IC $4 $4 $4
Logic ASSP $2 $2 $2
Logic ASIC $2 $2 $2
Analog IC $4 $5 $4
Standard Linear Analog $2 $3 $3
Amplifier/Comparator $1 $1 $1
Voltage Regulator/Reference $1 $1 $1
Data Converters $0 $0 $0
Interface $0 $0 $0
Analog Application Specific IC $2 $2 $2
Analog ASSP $2 $2 $2
Analog ASIC $- $- $-
Discretes $8 $8 $7
RF & Microwave $1 $1 $1
Power Transistor & Thyristor $3 $3 $3
Rectifier & Power Diodes $1 $1 $1
Small Signal & Other Discretes $3 $3 $3
Optical Semiconductor $5 $5 $5
Image Sensors $2 $2 $2
CCD Image Sensors $2 $1 $1
CMOS Image Sensors $0 $1 $1
Laser Diodes $0 $0 $0
LEDs $2 $2 $2
Other Optical $1 $1 $1
Sensors & Actuators $1 $1 $1
Index

2006 2007 2008 2009 2010 2011 2012 2013


$759 $832 $895 $959 $1,083 $1,146 $1,209 $1,272
$672 $728 $783 $839 $949 $1,005 $1,061 $1,117
$77 $76 $75 $73 $72 $71 $69 $68

2006 2007 2008 2009 2010 2011 2012 2013


$54 $58 $62 $66 $69 $73 $77 $81
$47 $51 $54 $58 $61 $65 $68 $72
$3 $3 $3 $3 $4 $4 $4 $4

2006 2007 2008 2009 2010 2011 2012 2013


$8 $10 $11 $12 $13 $14 $15 $16
$7 $8 $9 $10 $11 $12 $13 $14
$5 $5 $6 $6 $7 $7 $8 $8

2006 2007 2008 2009 2010 2011 2012 2013


$30 $27 $24 $21 $18 $15 $12 $9
$26 $24 $21 $18 $16 $13 $10 $8
$67 $64 $62 $60 $57 $55 $53 $51

2006 2007 2008 2009 2010 2011 2012 2013


$0 $0 $1 $1 $1 $1 $1 $1
$0 $0 $0 $0 $1 $1 $1 $1
$0 $0 $0 $0 $0 $0 $0 $0

2006 2007 2008 2009 2010 2011 2012 2013


$666 $727 $788 $849 $970 $1,031 $1,092 $1,153
$589 $643 $697 $751 $859 $912 $966 $1,020
$1 $1 $1 $1 $1 $1 $1 $1

2006 2007 2008 2009 2010 2011 2012 2013


$1 $1 $1 $1 $2 $2 $2 $2
$1 $1 $1 $1 $1 $2 $2 $2
$2 $2 $2 $3 $3 $3 $3 $3

m etc. for defense and civil applications.


opment and production of defense equipments
fense company Israel Aerospace Industries to establish a joint venture in India for developing and manufacturing wide range of defense pro

tary and Civil Aerospace in India


2006 2007 2008 2009 2010 2011 2012 2013
$45 $49 $51 $52 $61 $66 $70 $74
$28 $30 $31 $32 $37 $41 $44 $46
$3 $3 $2 $3 $3 $3 $3 $4
$2 $2 $2 $2 $2 $2 $3 $3
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0 $0
$8 $9 $9 $9 $11 $12 $13 $14
$2 $2 $2 $2 $2 $3 $3 $3
$2 $2 $2 $2 $2 $3 $3 $3
$- $- $- $- $- $- $- $-
$6 $7 $7 $7 $8 $9 $10 $11
$0 $0 $0 $0 $0 $0 $0 $0
$2 $2 $2 $2 $2 $2 $2 $2
$1 $2 $2 $2 $2 $2 $3 $3
$3 $3 $3 $3 $4 $5 $5 $6
$0 $0 $0 $0 $0 $0 $0 $0
$- $- $- $- $- $- $- $-
$- $- $- $- $- $- $- $-
$0 $0 $0 $0 $0 $0 $0 $0
$12 $13 $13 $14 $16 $18 $19 $20
$8 $9 $9 $9 $11 $13 $14 $15
$3 $3 $3 $4 $4 $5 $6 $6
$0 $1 $1 $0 $0 $0 $0 $0
$4 $5 $5 $6 $6 $7 $8 $8
$4 $4 $4 $4 $5 $5 $5 $6
$3 $3 $3 $3 $3 $3 $3 $4
$2 $2 $2 $2 $2 $2 $2 $2
$5 $6 $6 $6 $7 $8 $8 $8
$3 $3 $4 $3 $4 $4 $5 $5
$1 $1 $1 $1 $1 $1 $2 $2
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$1 $1 $1 $1 $1 $1 $1 $1
$2 $2 $3 $3 $3 $3 $3 $3
$2 $2 $3 $3 $3 $3 $3 $3
$- $- $- $- $- $- $- $-
$8 $9 $10 $8 $10 $11 $11 $11
$1 $1 $1 $1 $1 $1 $1 $1
$3 $4 $4 $4 $4 $5 $5 $5
$1 $1 $1 $1 $1 $1 $1 $1
$3 $3 $4 $3 $4 $4 $4 $4
$7 $7 $8 $8 $10 $10 $11 $11
$3 $3 $3 $3 $3 $3 $3 $3
$1 $1 $1 $1 $1 $1 $0 $0
$3 $3 $2 $2 $2 $2 $2 $2
$0 $1 $1 $1 $1 $1 $1 $2
$2 $2 $3 $3 $4 $4 $5 $5
$1 $1 $1 $1 $2 $2 $2 $2
$2 $2 $3 $3 $4 $4 $5 $5
ring wide range of defense products. The company would develop, manufacture and support a wide range of defense and aerospace produ
defense and aerospace products, including missiles, UAVs, radars, electronic warfare systems and home land security systems.
d security systems.

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