New Global Wafer Capacity report shows top-10 installed capacity leaders in three different wafer size categories.

IC Insights recently released its new Global Wafer Capacity 2021-2025 report that provides details, analyses, and forecasts for IC industry capacity by wafer size, process geometry, region, and product type through 2025.

Rankings of IC manufacturers by installed capacity for each of the wafer sizes are shown in Figure 1. The chart also compares the relative amounts of capacity held by the top 10 leaders.

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MPU and DRAM round out top three product categories in $143 billion China IC market.

IC Insights recently released its 2021 edition of The McClean Report.  The new analysis and forecast of the IC industry includes an analysis of regional IC marketshares, including a split of the China IC market by product type.

China became the largest IC market in the world in 2005 and has continued to grow in size since then. In 2020, the Chinese IC market increased to $143.4 billion, a 9% gain from $131.3 billion in 2019.  IC Insights estimates that 60% ($86.0 billion) of China’s $143.4 billion IC market was integrated into an electronic system that was exported while 40% of its IC market ($57.4 billion) was used in systems that remained in the country. Figure 1 shows the split of China’s IC market by product type.  Leading the way were sales of logic devices, which accounted for 26% ($37.5 billion) of China’s IC market last year.  IC Insights forecasts the logic market will remain China’s largest IC product segment through 2025, maintaining a strong CAGR of 10.5% through the forecast period.

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Foundries and memory IC suppliers maintain strongest capacity presence.

IC Insights recently released its new Global Wafer Capacity 2021-2025 report that provides in-depth detail, analyses, and forecasts for IC industry capacity by wafer size, process geometry, region, and product type through 2025.  Included in the report is a ranking of the 25 largest wafer capacity leaders in terms of monthly installed capacity in 200mm-equivalents as of December 2020.

Each of the top-five wafer capacity leaders had capacity of at least 1.5 million wafer starts per month (Figure 1). The combined capacity of the top five companies represented 54% of total global wafer capacity in December 2020, up one point from 53% in 2019.  For comparison, in the year 2009, the top 10 wafer capacity leaders held 54% of total global capacity and the top five leaders accounted for 36% of capacity.

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