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Archive for August, 2020

MCUs Expected to Make Modest Comeback After 2020 Drop

Friday, August 28th, 2020

Economic impact of the Covid-19 virus crisis will cause microcontroller sales to fall the most among major IC product categories in 2020, says Mid-Year Update.

Far-flung microcontrollers used in vehicles, industrial and commercial equipment, home appliances, consumer electronics, and many other embedded systems applications are suffering the most among major IC product categories in the Covid-19 virus health crisis that wrecked the global economy six months ago, according to the Mid-Year Update of IC Insights’ 2020 McClean Report on integrated circuits. The mid-year forecast shows worldwide MCU sales falling 8% in 2020 to $14.9 billion after dropping 7% in 2019, when the weak global economy lowered the microcontroller market from record-high revenues of $17.6 billion in 2018 (Figure 1).

Figure 1

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China-Based HiSilicon’s Time in the Top-10 May be Short Lived

Tuesday, August 11th, 2020

Top-10 semiconductor suppliers logged strong 17% jump in 1H20/1H19 sales.

IC Insights will release its August Update to the 2020 McClean Report later this month. This Update includes a discussion of the IC foundry market trends and a look at the top-25 1H20 semiconductor suppliers. The top-10 1H20 semiconductor suppliers are covered in this research bulletin.

The top-10 worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales ranking for 1H20 is shown in Figure 1. It includes six suppliers headquartered in the U.S., two in South Korea, and one each in Taiwan and China. The ranking includes four fabless companies (Broadcom, Qualcomm, Nvidia, and HiSilicon) and one pure-play foundry (TSMC).

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Covid-19 Expected to Limit Growth Rates For Many IC Products in 2020

Wednesday, August 5th, 2020

NAND flash, DRAM, computer CPU, and embedded MPUs show improvement for 2020, but consumers and businesses moving cautiously forward with system purchases.

IC Insights recently released its Mid-Year Update to The McClean Report 2020. The update includes IC Insights’ ranking of revenue growth rates for the 33 IC product categories defined by the World Semiconductor Trade Statistics (WSTS) organization.

Figure 1 shows the distribution of growth rates for the 33 IC product categories in 2019 and IC Insights’ forecast for 2020. Growth rates across most IC segments are expected to improve this year, but not greatly. Eight product categories, led by NAND flash with an expected market increase of 27%, are forecast to see sales gains this year. In 2019, only six IC product categories experienced sales growth. Five product categories are forecast to expand at or above the total IC market growth rate of 3% this year, including both NAND flash and DRAM, which were the two worst growth segments in 2019.

Figure 1