IC Insights Archive for January, 2020Semiconductor R&D To Nudge Higher Through 2024Friday, January 31st, 2020Technical challenges including the move to EUV lithography, sub-3nm process technology, 3D die-stacking technologies, and advanced packaging are expected to lift R&D growth rates. The semiconductor business is defined by rapid technological changes and the need to maintain high levels of investment in research and development for new materials, innovative manufacturing processes for increasingly complex chip designs, and advanced IC packaging technologies. 26 of 33 IC Products Forecast to Demonstrate Positive Growth in 2020Wednesday, January 22nd, 2020Number of IC categories with expected sales growth in 2020 represents a big reversal from only six growth segments in 2019. IC Insights recently released the 2020 edition of The McClean Report. The new analysis and forecast of the IC industry includes IC Insights’ 2020 ranking of sales growth rates for each of the 33 IC product categories defined by the World Semiconductor Trade Statistics (WSTS) organization. The top-10 fastest growing IC segments for 2020 are shown in Figure 1. After posting the two worst growth rates among all IC product categories in 2019, NAND flash and DRAM are forecast to be among the top three fastest-growing IC segments in 2020. It is worth noting that DRAM and NAND flash were the two largest IC markets in terms of sales volume in 2019 and are forecast to repeat as the two largest IC sales categories again in 2020. China Only Region to Register Pure-Play Foundry Market Growth in 2019Thursday, January 9th, 2020Rise of China-based fabless IC suppliers offers increased opportunities for foundries. IC Insights is in the process of completing its forecast and analysis of the IC industry and will present its new findings in The McClean Report 2020, which will be published later this month. Among the semiconductor industry data included in the new 400+ page report is an in-depth analysis of the IC foundry market and its suppliers. With the rise of the fabless IC companies in China (e.g., HiSilicon) over the past 10 years, the demand for foundry services has also risen in that country. Figure 1 shows that the China market was the only major region that showed an increase in pure-play foundry sales last year. Moreover, the European and Japanese pure-play foundry markets each displayed a double-digit decline in 2019.
Figure 1 China’s total share of the 2018 pure-play foundry market jumped by five percentage points as compared to 2017 to 19%, exceeding the share held by the rest of the Asia-Pacific region by five points. Overall, China was responsible for essentially all of the total pure-play foundry market increase in 2018. However, in 2019, the U.S./China trade war served to slow economic growth in China and the country’s foundry marketshare increased only one percentage point last year to 20%. |
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