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DATAQUEST ANALYSIS Prior to the introduction of the PC, users were forced to share the same processor. With the advent of the PC, users now have their own dedicated processors. Transputers linked within a network take the one person/one processor concept a step further by providing a user with access to several processors at a time. Application tasks are distributed among the processors in order to optimize the total application performance. The problem facing vendors of transputer technology is that very few software applications have been written with the capability of utilizing multiple processors. In order for this technology to gain a foothold in the PC marketplace, we believe that Inmos must persuade software developers to adapt their applications to a multiprocessor environment. Parallel processing is not a new concept in the computer industry as a whole; however, for the PC industry, it represents the ultimate solution for power-intensive applications. It opens the door to having mainframe computing power on the desktop and is the next logical step for the PC of the future. The embodiment of this capability in IBM's Micro Channel and Apple's Nubus is a reaffirmation of this philosophy. Although multitasking is the current topic of conversation in the PC industry, we believe that multiprocessing will have a significant impact on the future of the PC industry. How significant an impact the Inmos transputers will have in the area of multiprocessing will ultimately be decided by software developers. (This document is reprinted with the permission of Dataquest's Personal Computer Industry Service.) ESAM Newsletter © 1988 Dataquest Incorporated March Jennifer Berg Bill Lempesis
'^^•f^::m Dataoijest aconujanyt^ The DtinSTBradsbcet Corporadon Research Newsletter SUMMARY ESAM Code: Vol. II, Newsletters 1988-1 ERICSSON GETS LEANER WHILE NOKIA CONTINUES ACQUISITIONS Ericsson's pending sale of its Data System Division to Nokia will put Nokia in a commanding position as the number two European supplier of computer terminals after Olivetti. This event is of major significance in the European telecommunications market, as it reverses the trend of the early 1980s when telecommunications companies created and/or acquired computer companies due to the pending fusion of communication and information technologies. In the majority of these cases, the ventures have been major drains in financial and management resources. ERICSSON The newly acquired Data System Division manufactures terminals, personal computers, minicomputers, and banking and business systems, and has a turnover of SKr 4 billion (US$631 million.) It will be merged with Nokia's existing Information Division, Nokia Data. The merged division will have a turnover of SKr 7 billion (US$1.1 billion). Ericsson's strategy has been to offload business units that do not form part of its core business, i.e., telecommunications. In October 1987, Ericsson sold off its Office Equipment Division, which manufactures typewriters and office furniture, to Design Funktion of Norway. Ericsson's sale of its Data System Division and its Office Equipment Division will stem the flow of red ink that has plagued its Information Division since its inception. This division reported a loss of SKr 284 million (US$45 million) on a turnover of SKr 10 billion (US$1.6 billion) in 1986. © 1988 Dataquest Incorporated February—Reproduction Prohibited The contents of this report represent our irUerpretation and analysis of inprmatUm generally available to the public or released by responsible individuals in the subject amipanies but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients. Individual companies reported on and analyzfd by Dataquest may be clients of this and/or other Dataquest services This information is not furnished in connection with a sale or offer to sell securities or in connection with the solicitation of an offer to buy securities. This firm and its parent and/or their officers, stockholders, or members of their fcunilies may, from time to time, have a long or short position in the securities mentioned and may sell or buy such securities. Dataquest Incorporated, 1290 Ridder Park Drive, San Jose, CA 95131-2398, (408) 437-8000, Telex 171973, Fax (408) 437-0292
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European Semiconductor Application
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Dataquest a company of The Dun& Bra
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i EUROPEAN SEMICONDUCTOR PROCUREMEN
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Europe-based manufacturers were con
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Table 2 (Continued) Major Semicondu
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Page Printers Page printers are com
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PRINTER INDUSTRY DEFINITIONS APPEND
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TABLE 1 Benefits from Electronic Fu
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TABLE 3 Key Electronic Electricity
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DataQuest aaMTipanyof ThcDunSTBrads
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ESAM 0002383 Parcemoea 100% f Figur
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Which Computer? The computers purch
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Atari, which became the number one
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However, although there can be litt
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DATAQUEST CONCLUSIONS The assertion
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1,200 1,000 800 600 400 200 0004613
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COMPETITIVE ENVIRONMENT IN THE UNIT
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However, having overcome the techni
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0004614-1 Figure 1 Cell-Repeat Patt
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Registration Within the system, a n
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i^M$M:M DataQuest accmipanyof ihe D
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30 minutes to 600 minutes by 1995.
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"Think Global—Act Global" Jose Me
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"Telecommunications Technologies fo
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Mv^-y5t5;fsi ^ci Research DataQuest
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Figure 2 Difference between Semicon
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Dataquest anticipates an era of gre
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fflOH GROWTH RATE ATTRACTS MANY NEW
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* Average selling prices (ASPs) wil
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DATAQUEST CONCLUSIONS The rapid ini
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Experienced disk drive producers we
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The Japanese may well make further
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CORDLESS STANDARDS CT2 cordless tec
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CT2's strengths reside in its appli
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The Upside Scenario Figure 1 shows
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Table 2 Estimated Semiconductor Con
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DATAQUEST CONCLUSIONS CT2's main ap
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The present ISA, or AT bus, is not
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MCA MCA Delivery Time IBM has been
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EISA Consortium Dataquest believes
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Dataquest Conference Schedule 1989
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Background The UNIX penetration int
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Figure 3 European UNIX Computer Shi
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1987 Total $22.4 Billion Figure 5 U
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DATAQUEST ANALYSIS The issue of UNI
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• Small department computers (SDC
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DataQuest Conference Schedule 1989
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8086/88 286 386 Non-compatible NA =
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ANALYSIS OF SEMICONDUCTOR CONTENT T
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FUTURE TRENDS The advent of markets
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Benelux France Italy Scandinavia U.
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Italy The Italian market exhibited
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The Rest of Europe market is expect
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Intel and National Semiconductor ha
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Dataquest believes that continuing
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Table 2 Estimated Semiconductor Con
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Production in Europe Dataquest esti
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Dataquest Conference Schedule 1989
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THE STANDARDS: MAC VERSUS MUSE Euro
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DATAQUEST ANALYSIS Evolution of MAC
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Year Table 1 Estimated IC Value by
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In addition to the $217 million mar
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TOO MANY HURDLES? The promise that
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Millions of Dollars 150 140 120 100
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Dataqyesl I aoHTiparTvof The Di in
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Figure 1 shows how the ISDN fits to
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ISDN IC FUNCTIONS Table 1 Bus Forma
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Figure 3 ISDN Semiconductor Demand
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PTT (P
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fe- Dataoyest OMporatnn Research Ne
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Air Conditioners Microwave Ovens Wa
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Bosch-Siemens has four plants in Ge
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DataQuest t acompAiwcf The E^inK^sd
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What, I hear you ask, gives me the
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The 1980s have brought us to Phase
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What I would like to do now is to e
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(Slide 22) This necessary adjustmen
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Page 164 and 165: (Slide 1) (Slide 2) 1992: HAS EUROP
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Page 168 and 169: (Slide 9) (Slide 10) EUROPEAN SEMIC
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Page 172 and 173: (Slide 17) EUROPEAN END-USE VENDOR
Page 174 and 175: (Slide 21) (Slide 22) Europe Other
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Page 178 and 179: (Slide 29) (Slide 30) SUPPLIER/CUST
Page 180 and 181: (Slide 33) (Slide 34) EUROPEAN ELEC
Page 182 and 183: (Slide 37) THE 1992 CHALLENGE HIGH
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Page 190 and 191: Local Content In June 1987, the EEC
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Page 194 and 195: All this activity is of great inter
Page 196 and 197: Table 2 European Facsimile Market S
Page 198 and 199: Color Facsimile Machines The Japane
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Page 204 and 205: Figure 2 Geographic Distributi
Page 206 and 207: Table 3 Semiconductor Inventories R
Page 208 and 209: heavily used over their European co
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Page 214 and 215: NOKIA As shown in Figure 1, the Nok
Page 216 and 217: Net sales from this division for th
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Page 221 and 222: Country West Germany France United
Page 223 and 224: • Road map directories in automob
Page 225 and 226: Table 1 EUROPEAN COM^aJNICATIONS EQ
Page 227 and 228: Application Telex Teletex Videotex
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Page 231 and 232: Research Depth of research includes
Page 233 and 234: Table 3 EUROPEAN INPUT/OUTPUT RATIO
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Page 237 and 238: for mag stripe technology were adop
Page 239 and 240: financial community today, without
Page 241 and 242: •'95% Figure 1 MANUFACTURING AUT(
Page 243 and 244: standards to serve the Italian mark
Page 245 and 246: In an alliance with EMUG, 30 French
Page 247 and 248: In spite of these bright spots, Dat
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Page 251 and 252: Figure 2 Revenue by Region Source:
Page 253 and 254: Strategic Changes Figure 4 Worldwid
Page 255 and 256: Terminals Figure 5 Pyramid of Produ
Page 257 and 258: The Nixdorf 8850 Figure 6 Communica
Page 259 and 260: The Nixdorf 8870 The 8870 product f
Page 261 and 262: Figure 7 PHOTO OF PWS-X Source: Nix
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Communication between Nixdorf produ
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The business orientation continues
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Nixdorf intends to exploit the stre
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s^^^s-^f ^^^li^^^^^ DataQuest acomp
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Type of Deflktoo DevicB Display Ter
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INSTALLED BASE OF DESKTOP TERMINALS
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Word Processors Shipments of standa
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:oo« 80% 60% - 40% 20% Figures Eur
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Dataquest expects that by 1991, the
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Appendix A DEFINITIONS OF KEYBOARD
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Appendix B CONNECTION TECHNOLOGIES
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Manufacturer APD Apple Apricot Bull
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of computer graphics and storage su
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