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Archive for December, 2020

Fabless Company Share of IC Sales to Set New Record in 2020 at 32.9%

Thursday, December 31st, 2020

Fabless IC company sales forecast to surge 22% in 2020 while IDM IC sales increase by only 6%.

IC Insights will release its new 2020 McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry next month.  A portion of the new report will examine the top-50 semiconductor sales leaders, the top-50 fabless IC companies, and the major semiconductor foundries in 2020.

There is a relatively close relationship between the annual market growth of the fabless IC suppliers and foundries. However, the sales growth of fabless IC companies versus IDM (integrated device manufacturers) IC suppliers has typically been very different (Figure 1).


Figure 1

Fabless/system IC company sales are forecast to more than double from 2010 to 2020 ($63.5 billion to $130.0 billion) whereas the total IDM IC sales are expected to be up only 30% over this same timeperiod, from $204.3 billion in 2010 to $265.7 billion in 2020.

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What To Expect From the IC Industry in 2021

Tuesday, December 22nd, 2020

The McClean Report 2021 provides a careful analysis and forecast of the IC market in anticipation of robust recovery from the Covid-19 pandemic.

The year 2020 was a most unusual and challenging year for businesses and consumers.  With the promise of a new year looming, it is worthwhile to step back, take a fresh look at the IC industry, and assess where it stands today and what can be expected in 2021 (Figure 1). With 24 years of semiconductor industry market research experience, let IC Insights’ provide you with a solid analysis and forecast of the IC industry with its highly acclaimed McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry.

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DRAM Leads in Revenue, NAND With Top Percentage Growth in 2020

Thursday, December 3rd, 2020

21 of 33 IC product categories to see positive growth in 2020 demonstrating remarkable resilience of IC market during pandemic-induced global economic downturn.

IC Insights is in the process of updating its comprehensive forecasts and analyses of the IC industry for its 24th edition of The McClean Report, which will be released in January 2021.  Among the revisions is a complete update of the sales and unit shipment growth forecast growth rates through 2025 for the 33 main product categories classified by the World Semiconductor Trade Statistics organization (WSTS). Shown in this bulletin are the top five largest product categories for sales and revenue growth for 2020.

Coming as no surprise, each of the top-five IC product categories in terms of sales all have ties to computing or communication applications. With estimated sales of $65.2 billion, DRAM tops the list with the greatest sales revenue in 2020, followed in second place by NAND flash (Figure 1).  Computer and cellphone processors also make the list along with Computer—Special Purpose Logic.

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