Archive for April, 2019
Tuesday, April 30th, 2019
Weak early year results increase downside risk to IC Insights’ -9% 2019 IC market forecast.
IC Insights will report on and examine the 1Q19 worldwide IC market results in its May Update to the 500-page, 2019 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry next month.
From 1Q84 through 1Q19 there have been 141 quarters, and only seven of them registered an IC market decline of ≥10%. Figure 1 ranks the largest double-digit sequential quarterly IC market declines that have occurred since 1984. As shown, the 1Q19/4Q18 IC market decline of 17.6% was the fourth largest since 1984 and the third largest first quarter decline over that same timeperiod.
 Figure 1
As shown, each year in which a double-digit quarterly IC market decline occurred, the full-year IC market dropped by at least 9%. It is interesting to note that three of the seven largest quarterly IC market downturns since 1984 took place during the first three quarters of 2001, which put the 3Q01 IC market 44% below that of 4Q00. As a result, 2001’s disastrous full-year IC market decline of 33% still stands as the worst annual performance in the history of the IC industry.The first quarter is usually the weakest quarter of the year for the IC market, averaging a sequential decline of 2.1% over the past 36 years, but the severity of the 1Q19/4Q18 IC market drop has started this year off at a very low level. As a result, given the typical seasonality of the IC market, an abnormally strong second half of the year will be required in order to avoid a full-year 2019 double-digit IC market decline.
Report Details: The 2019 McClean Report
Additional details on the 2019 quarterly IC market trends and forecasts will be provided in the May Update to The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry (released in January 2019). A subscription to The McClean Report includes free monthly updates from March through November (including a 200+ page Mid-Year Update), and free access to subscriber-only webinars throughout the year. An individual-user license to the 2019 edition of The McClean Report is priced at $4,990 and includes an Internet access password. A multi-user worldwide corporate license is available for $7,990.
To review additional information about IC Insights’ new and existing market research reports and services please visit our website: www.icinsights.com.
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Tags: IC manufacturing, McClean Report, Semiconductors
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Wednesday, April 24th, 2019
Positive and negative, memory sales continue to strongly impact total IC market.
IC Insights recently updated its 2019-2023 semiconductor market forecasts in its March Update to the 500-page, 2019 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry.
In the March Update, IC Insights shows how the total memory market heavily influenced total IC market growth for the positive during the past two years but will likely have a very negative impact on total IC market growth in 2019.
The DRAM and NAND flash markets continue to closely follow the original IC industry cycle model whereby the market cycles are primarily driven by fluctuations in capital spending and capacity. Including IC Insights’ forecast for 2019, it appears that little has changed regarding the extremely volatile nature of DRAM market cycles (Figure 1).
Tags: DRAM, Frash Memory, Report
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Wednesday, April 10th, 2019
Top-10 companies held 39% of the worldwide O-S-D market in 2018, the same level as in 2017.
IC Insights’ new 2019 O-S-D Report—A Market Analysis and Forecast for Optoelectronics, Sensors/Actuators, and Discretes was released at the end of March. Among the O-S-D industry data included in the new 350-page report is an analysis of the top-30 O-S-D suppliers (the top-10 ranking is discussed in this Research Bulletin).
Companies selling optoelectronics currently dominate the ranking of the top-10 O-S-D suppliers. Figure 1 shows that nine of the top-10 companies sell optoelectronics, while six offer sensor/actuator semiconductors, and five provide discrete products. Only four of the top-10 companies sell products in all three O-S-D market segments. The 10 largest suppliers in the ranking accounted for 39% of combined worldwide O-S-D revenues in 2018, which is the same percentage as in 2017 (in contrast, the top-10 IC suppliers held a 70% share of the total IC market in 2018).
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Tags: Broadcom, Foundry Market, IC manufacturing, ICManufacturing, Infineon, Nichia, O-S-D, OmniVision, ON Semi, Osram, samsung, Semiconductors, sharp, Sony, ST
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Tuesday, April 2nd, 2019
After a strong increase in 2018, O-S-D growth is expected to pull back in the next two years because of slowing economic growth, but optoelectronics, sensors/actuators, and discretes are each forecast to reach their third straight year of record-high revenues in 2019.
Combined sales of optoelectronics, sensors and actuators, and discrete semiconductors (known collectively as O-S-D) increased 9% in 2018 to reach a ninth consecutive record-high level of $82.4 billion, according to IC Insights’ new 2019 O-S-D Report—A Market Analysis and Forecast for Optoelectronics, Sensors/Actuators, and Discretes. The new annual report shows total O-S-D sales growing 6% in 2019 to reach a record-high $87.1 billion.
For the second year in a row, all three segments of O-S-D achieved all-time high sales in 2018 with different growth rates being driven by a variety of factors and market conditions in the year, says the new 350-page report. O-S-D products accounted for 16% of the world’s $504.1 billion in total semiconductor sales in 2018 with the rest of the revenues coming from integrated circuits.
The 2018 increase in total O-S-D sales was nearly 1.5x the average annual growth rate for these semiconductors since the mid-1990s. The O-S-D Report’s five-year forecast shows revenue growth in optoelectronics, sensors/actuators, and discretes declining in 2019 and 2020 with the global economy slowing in the next two years (Figure 1). All three O-S-D market segments are once again forecast to reach record-high revenues in 2019 with a “soft landing” expected to occur in most product categories during the slowdown in 2020.
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Tags: actuators, O-S-D, Optoelectronics, sensors
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