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Archive for July, 2021

IC Insights Forecasts a 21% Surge in IC Unit Shipments This Year

Wednesday, July 28th, 2021

A 21% jump would be the largest increase in IC unit shipments since the boom year of 2010.

This week, IC Insights will release its Mid-Year Update to The McClean Report 2021 that includes its most current forecast for the global IC market from 2021 through 2025.

After a 6% drop in IC unit shipments in 2019, and an 8% increase in 2020, IC Insights forecasts a huge 21% jump in IC unit shipments this year.  Unit shipments in 2021 are forecast to reach 391.2 billion, more than 11x the 34.1 billion units shipped over 30 years ago in 1990.

The 2020-2025 IC unit volume CAGR is forecast to be 11%, five points more than the unit CAGR from 2015-2020.

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Taiwan Maintains Edge as Largest Base for IC Wafer Capacity

Thursday, July 15th, 2021

As a percent of worldwide total, China achieves largest increase in fab capacity at expense of all other regions, but still trails Taiwan, South Korea, and Japan in installed capacity.

IC Insights’ Global Wafer Capacity 2021-2025 report breaks out the world’s installed monthly wafer capacity by geographic region (or country).  Figure 1 shows the installed capacity by region as of December of 2020.

To clarify what the data represents, each regional number is the total installed monthly capacity of fabs located in that region regardless of the headquarters location for the companies that own the fabs.  For example, the wafer capacity that South Korea-based Samsung has installed in the U.S. is counted in the North America capacity total, not in the South Korea capacity total.  The ROW “region” consists primarily of Singapore, Israel, and Malaysia, but also includes countries/regions such as Russia, Belarus, and Australia.


Figure 1

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