IC Insights 
IC Insights
IC Insights, Inc. is a leading semiconductor market research company headquartered in Scottsdale, Arizona, USA. Founded in 1997, IC Insights offers complete analysis of the integrated circuit (IC), optoelectronic, sensor/actuator, and discrete semiconductor markets with coverage including current … More » Five Semiconductor Companies Hold 53% of Global Wafer CapacityFebruary 11th, 2020 by IC Insights
Leaders in memory IC and foundry production maintain strongest capacity presence. IC Insights recently released its new Global Wafer Capacity 2020-2024 report that provides in-depth detail, analyses, and forecasts for IC industry capacity by wafer size, process geometry, region, and product type through 2024. 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 2019. The world’s top-five wafer capacity leaders each had capacity of more than 1,000,000 wafer starts per month (Figure 1). Combined capacity of the top five companies represented 53% of total global wafer capacity at the end of 2019. In contrast, the top five capacity leaders in 2009 held 36% of worldwide capacity. Capacity at other semiconductor leaders, including Intel (817K wafers/month), UMC (753K wafers/month), GlobalFoundries, Texas Instruments, and STMicro, fell off rapidly from the top five. Read the rest of Five Semiconductor Companies Hold 53% of Global Wafer Capacity Acquisition Rebound Lifts 2019 to Third-Largest M&A YearFebruary 10th, 2020 by IC Insights
Seven major semiconductor acquisition agreements valued at $1 billion or more increase the total value of all deals by 22% from the previous year, continuing the strong wave of M&A and consolidation among chip suppliers. Semiconductor merger and acquisition activity strengthened in 2019 after pulling back in the two previous years from historic high levels of M&A agreements in 2015 and 2016. More than 30 semiconductor acquisition agreements in 2019 had a combined value of $31.7 billion, which was a 22% increase from $25.9 billion in 2018, according to data compiled by IC Insights in its new 2020 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry. The 2019 value of semiconductor acquisition agreements reached the third-highest annual total ever, but the year was still far behind 2015 and 2016 (Figure 1).  Figure 1 Read the rest of Acquisition Rebound Lifts 2019 to Third-Largest M&A Year Semiconductor R&D To Nudge Higher Through 2024January 31st, 2020 by IC Insights
Technical challenges including the move to EUV lithography, sub-3nm process technology, 3D die-stacking technologies, and advanced packaging are expected to lift R&D growth rates. The semiconductor business is defined by rapid technological changes and the need to maintain high levels of investment in research and development for new materials, innovative manufacturing processes for increasingly complex chip designs, and advanced IC packaging technologies. Read the rest of Semiconductor R&D To Nudge Higher Through 2024 26 of 33 IC Products Forecast to Demonstrate Positive Growth in 2020January 22nd, 2020 by IC Insights
Number of IC categories with expected sales growth in 2020 represents a big reversal from only six growth segments in 2019. IC Insights recently released the 2020 edition of The McClean Report. The new analysis and forecast of the IC industry includes IC Insights’ 2020 ranking of sales growth rates for each of the 33 IC product categories defined by the World Semiconductor Trade Statistics (WSTS) organization. The top-10 fastest growing IC segments for 2020 are shown in Figure 1. After posting the two worst growth rates among all IC product categories in 2019, NAND flash and DRAM are forecast to be among the top three fastest-growing IC segments in 2020. It is worth noting that DRAM and NAND flash were the two largest IC markets in terms of sales volume in 2019 and are forecast to repeat as the two largest IC sales categories again in 2020. Read the rest of 26 of 33 IC Products Forecast to Demonstrate Positive Growth in 2020 China Only Region to Register Pure-Play Foundry Market Growth in 2019January 9th, 2020 by IC Insights
Rise of China-based fabless IC suppliers offers increased opportunities for foundries. IC Insights is in the process of completing its forecast and analysis of the IC industry and will present its new findings in The McClean Report 2020, which will be published later this month. Among the semiconductor industry data included in the new 400+ page report is an in-depth analysis of the IC foundry market and its suppliers. With the rise of the fabless IC companies in China (e.g., HiSilicon) over the past 10 years, the demand for foundry services has also risen in that country. Figure 1 shows that the China market was the only major region that showed an increase in pure-play foundry sales last year. Moreover, the European and Japanese pure-play foundry markets each displayed a double-digit decline in 2019.
Figure 1 China’s total share of the 2018 pure-play foundry market jumped by five percentage points as compared to 2017 to 19%, exceeding the share held by the rest of the Asia-Pacific region by five points. Overall, China was responsible for essentially all of the total pure-play foundry market increase in 2018. However, in 2019, the U.S./China trade war served to slow economic growth in China and the country’s foundry marketshare increased only one percentage point last year to 20%. IC Insights Bulletin: Record Amount of IC Capacity Forecast to be Added in 2021December 30th, 2019 by IC Insights
Ten new 300mm wafer fabs expected to open in 2020, two of them in China. IC Insights recently released its Global Wafer Capacity 2020-2024 report that provides in-depth analyses and forecasts of IC industry capacity by wafer size, by process geometry, by region, and by product type through 2024. Typically, the IC industry meets most of its IC unit demand by increasing wafer starts, not by dramatically increasing the number of dice per wafer. The number of good ICs shipped per wafer increased by an average of only 0.9% annually from 2000 through 2019. As a result, about 86% of the average annual IC unit volume growth over the 2000-2019 timeperiod (6.5%) was met by increasing wafer starts with 14% attributable to an increase in the number of good dice per wafer. Read the rest of IC Insights Bulletin: Record Amount of IC Capacity Forecast to be Added in 2021 Intel to Reclaim Number One Semiconductor Supplier Ranking in 2019November 18th, 2019 by IC Insights
Sony tops among only three top-15 semiconductor suppliers to show growth this year. IC Insights’ November Update to the 2019 McClean Report, released later this month, includes a discussion of the forecasted top-25 semiconductor suppliers in 2019 (the top-15 2019 semiconductor suppliers are covered in this research bulletin). The Update also includes a detailed five-year forecast of the IC market by product type (including dollar volume, unit shipments, and average selling price) and a forecast of the major semiconductor industry capital spenders for 2019 and 2020. The expected top-15 worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales ranking for 2019 is shown in Figure 1. It includes six suppliers headquartered in the U.S., three in Europe, two each in South Korea, Japan, and Taiwan.
Read the rest of Intel to Reclaim Number One Semiconductor Supplier Ranking in 2019 Six O-S-D Product Categories Will Hit Record Sales in 2019November 12th, 2019 by IC Insights
Despite a slowdown, combined revenues for optoelectronics, sensors/actuators, and discrete semiconductors are expected to barely set a 10th consecutive record high in 2019, followed by gradual strengthening in 2020 and 2021, says new updated forecast. With the global economy slowing and the fallout from the U.S.-China trade war causing systems makers to draw down factory inventories, combined sales of optoelectronics, sensors and actuators, and discrete semiconductors (O-S-D) are on pace to grow just 1% in 2019 to $83.5 billion after rising 9% in 2018 and 11% in 2017, according to IC Insights’ update of the O-S-D marketplace. IC Insights believes O-S-D products will account for about 19% of total worldwide semiconductor sales in 2019 with integrated circuits representing 81% of the entire chip market this year. Top 5 Share of Semiconductor Industry Capex to Set New Record in 2019November 5th, 2019 by IC Insights
Samsung and TSMC each expected to set new all-time highs in quarterly spending in 4Q19. IC Insights’ November Update to The McClean Report 2019 will include a capital spending forecast for the major semiconductor companies for 2019 and 2020. In January of next year, IC Insights will release The McClean Report 2020 and present its seminars that review the five-year forecasts for the IC industry. The share of semiconductor industry capital spending held by the top five companies’ (i.e., Samsung, Intel, TSMC, SK Hynix, and Micron) is forecast to reach an all-time high of 68% this year, surpassing the previous record high of 67% recorded in 2013 and 2018 (Figure 1). With the top five spenders holding only 25% of the total industry outlays in 1994, the trend of the big companies increasing their share of capital spending continues unabated.
Read the rest of Top 5 Share of Semiconductor Industry Capex to Set New Record in 2019 China GDP and PMI Contraction A Risk Factor For Global EconomyOctober 30th, 2019 by IC Insights
Potential that China’s economy will break sharply to the downside from its current gradual downward slope . IC Insights recently released its October Update to The McClean Report 2019. Part of the update reviewed U.S. and China GDP and PMI trends in light of the current trade friction between the two nations. Given that the global economy increased by a healthy 3.0% in 2018, it is difficult to comprehend that an economy growing 6% could be considered a risk factor for worldwide GDP growth this year. However, that is the case with China and it’s slowing economic growth. Of concern is that China’s quarterly economic growth will break sharply to the downside from its current gradual downward slope (Figure 1).
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Figure 1
Figure 1
