AMD, NXP, and Analog Devices are expected to join the ranks of the “megasuppliers” in 2021.

IC Insights is updating its comprehensive forecasts and analyses of the IC industry for its 25th edition of The McClean Report, which will be released in January 2022.  Throughout next year, the report will include updated quarterly rankings of the worldwide top-25 semiconductor suppliers.

The 17 companies forecast to have worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales of >$10.0 billion in 2021 are shown in Figure 1.  Three semiconductor companies—AMD, NXP, and Analog Devices—are expected to join the noteworthy “megasuppliers” list in 2021.

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Foundries forecast to account for over one-third of semi capex spending this year. New factories and equipment for 7/5/3nm processes highlight growing dependence on foundry business model.

IC Insights is updating its comprehensive forecasts and analyses of the IC industry for its 25th edition of The McClean Report, which will be released in January 2022.  Included in the report is a historical review of capital spending and forecasted spending levels for several major IC product categories.

Worldwide semi capex is on track to surge 34% in 2021, its strongest percentage gain since a 41% increase in 2017.  The $152.0 billion in outlays this year would represent a new record high annual amount of spending, surpassing the previous high mark of $113.1 billion set just last year. Figure 1 shows a split of semiconductor capital spending by leading product segment for 2019 through 2021.

Figure 1

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At 26%, the 2021 IC market is forecast to log its highest growth rate since 2010.

IC Insights proudly celebrates its 25th anniversary by offering the 2022 edition of The McClean Report service. The McClean Report service begins with the Semiconductor Industry Flash Report, which will be released in January of next year, and will provide clients with IC Insights’ initial overview and annual forecast of the semiconductor industry for the upcoming year and through 2026.  In addition to the Flash Report, Quarterly Updates to the report will be released in February, May, August, and November of 2022.

Figure 1 shows the 1Q/4Q IC market direction indicator that IC Insights developed 24 years ago. The figure is labeled as a “direction indicator” because the actual 1Q/4Q change does not directly forecast the eventual annual IC market growth for a given year, but instead more accurately describes the expected direction and intensity of the annual IC market growth rate as compared to the previous year.  For example, 2017 showed 0% 1Q/4Q growth and 25% annual IC market growth, whereas 2011 displayed 1% 1Q/4Q growth but a full year IC market growth rate of only 1%, the difference being the 1Q/4Q change as compared to the previous year’s 1Q/4Q change.
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