Posts Tagged ‘DRAM’
Tuesday, March 1st, 2022
2020-2022 expected to be the first 3-year period of double-digit capex growth since 1993-1995.
Figure 1 shows that after surging 36% in 2021, semiconductor industry capital spending is forecast to jump 24% in 2022 to a new all-time high of $190.4 billion, up 86% from just three years earlier in 2019. Moreover, if capital spending increases by ≥10% in 2022, it would mark the first three-year period of double-digit spending increases in the semiconductor industry since the 1993-1995 timeperiod.
Figure 1
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Tags: DRAM, Forecast, IC manufacturing, ICManufacturing, McClean Report, NAND, NVIDIA, NXP, ON Semi, Optoelectronics, qualcomm, samsung, Semiconductors, SK Hynix, Sony, ST, TI, toshiba, tsmc, umc
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Tuesday, May 4th, 2021
Intel’s lackluster performance and surging DRAM market forecast to put Samsung in the lead.
IC Insights is currently assembling its 1Q21 top-25 semiconductor supplier ranking, which includes company sales forecasts for 2Q21 that will be presented later this month in the May Update, the third monthly Update to the 500-page, 2021 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry.
As shown in Figure 1, Intel was locked in as the world’s top semiconductor manufacturer from 1993 through 2016. However, after nearly a quarter of a century, the semiconductor industry saw a new #1 supplier beginning in 2017 when the memory market surged and Samsung displaced Intel. This unseating marked a milestone achievement not only for Samsung, but also for all other competing semiconductor producers who had tried for years to supplant Intel as the world’s largest supplier.
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Tags: DRAM, IC manufacturing, ICManufacturing, intel, McClean Report, samsung, Semiconductors
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Wednesday, August 5th, 2020
NAND flash, DRAM, computer CPU, and embedded MPUs show improvement for 2020, but consumers and businesses moving cautiously forward with system purchases.
IC Insights recently released its Mid-Year Update to The McClean Report 2020. The update includes IC Insights’ ranking of revenue growth rates for the 33 IC product categories defined by the World Semiconductor Trade Statistics (WSTS) organization.
Figure 1 shows the distribution of growth rates for the 33 IC product categories in 2019 and IC Insights’ forecast for 2020. Growth rates across most IC segments are expected to improve this year, but not greatly. Eight product categories, led by NAND flash with an expected market increase of 27%, are forecast to see sales gains this year. In 2019, only six IC product categories experienced sales growth. Five product categories are forecast to expand at or above the total IC market growth rate of 3% this year, including both NAND flash and DRAM, which were the two worst growth segments in 2019.
Figure 1
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Tags: DRAM, MPU, NAND, wireless
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Thursday, May 21st, 2020
Domestic content percentage forecast to be about one-third of its 70% 2025 target.
IC Insights will release its May Update to the 2020 McClean Report later this month. This Update is part of a series of monthly updates to The McClean Report that will be released through November of this year. The following evaluation of China’s IC market is an excerpt from the original McClean Report released in January.
IC production in China represented 15.7% of its $125 billion IC market in 2019, up only slightly from 15.1% five years earlier in 2014. As shown in Figure 1, IC Insights forecasts that this share will increase by 5.0 percentage points to 20.7% in 2024 (one percentage point per year on average).
 Figure 1 A very clear distinction should be made between China’s IC market and indigenous IC production in China. As IC Insights has oftentimes stated, although China has been the largest consuming market for ICs since 2005, it does not necessarily mean that large increases in IC production within China would immediately follow, or ever follow.
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Tags: Acquisitions, China, DRAM, Europe, Foundry Market, IC manufacturing, ICManufacturing, Mergers, Semiconductors
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Tuesday, May 5th, 2020
After 10 years of record-high sales, combined revenues for optoelectronics, sensors/actuators, and discrete semiconductors are expected to drop 6% in virus-plagued 2020, says the new O-S-D Report.
When 2020 began, global conditions pointed to single-digit percentage market growth this year for optoelectronics, sensors and actuators, and discrete semiconductors (known collectively as O-S-D devices), but the outlook suddenly deteriorated in the first quarter due to the worldwide outbreak of the Covid-19 coronavirus. The virus crisis deepened by the end of March, resulting in IC Insights cutting its 2020 semiconductor forecast and changing the growth outlook for the next five years. The revised forecast is contained in IC Insights’ new 2020 O-S-D Report—A Market Analysis and Forecast for Optoelectronics, Sensors/Actuators, and Discretes, which shows total O-S-D sales falling 6% this year, ending a decade-long string of record-high annual sales (Figure 1).
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Tags: actuators, automotive, Broadcom, China, CMOS, discretes, DRAM, Europe, Foundry Market, IC manufacturing, ICManufacturing, McClean Report, Optoelectronics, Semiconductors, sensors
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Wednesday, July 31st, 2019
NAND flash sales forecast to slide 32%, still ranked third-largest IC market this year.
IC Insights recently released its Mid-Year Update to The McClean Report 2019. The update included IC Insights’ ranking of the 33 largest IC product categories based on their expected sales and unit shipment volumes for 2019. The 33 IC product categories are those defined by the World Semiconductor Trade Statistics (WSTS) organization. The five largest IC product categories are shown in Figure 1.
Despite a 38% sales decline expected this year, the DRAM market is forecast to remain the largest of all IC product categories again in 2019 with sales reaching $62.0 billion, down from $99.4 billion in 2018. IC Insights believes the DRAM market will account for 17% of total IC sales in 2019. By comparison, DRAM sales accounted for 23.6% of the total IC market in 2018.
 Figure 1 The NAND flash market is forecast to slip from second to third position in the ranking this year with total sales falling 32% to $40.6 billion. Taken together, the DRAM and NAND flash memory categories are forecast to account for 29% of the total $357.7 billion IC market in this year compared to 38% of the total IC market in 2018.
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Tags: Analog, DRAM, Foundry Market, IC manufacturing, ICManufacturing, NAND, Power management analo9g
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Tuesday, May 21st, 2019
Notably, the IC market has never shown more than three sequential quarters of decline.
IC Insights will release its May Update to the 2019 McClean Report later this month. This Update includes a discussion of the 1Q19 IC industry market results, a detailed quarterly IC market forecast for the remainder of this year, and a look at the top-25 1Q19 semiconductor suppliers.
Over its 60-year history, the IC industry is well known for its cyclical behavior. Looking back to the mid-1970s, IC Insights cannot identify a period where the IC market declined for more than three quarters in a row. Assuming the 2Q19 IC market registers a slight decline of 1% as compared to 1Q19, the 4Q18-2Q19 timeperiod would mark the sixth three-quarter IC market drop on record (Figure 1).
Tags: DRAM, IC manufacturing, ICManufacturing, McClean Report, Semiconductors
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Thursday, May 9th, 2019
TI’s 2018 analog sales rise to $10.8 billion; Infineon moves into third position, ST posts strongest annual increase as top-10 suppliers collectively account for 60% of total analog market.
The 10 largest suppliers of analog ICs accounted for 60% of worldwide analog sales last year, or $36.1 billion, compared to nearly 61% in 2017, or about $33.0 billion, according to IC Insights’ 2018 rankings of leading semiconductor companies. The April Update to IC Insights’ 2019 McClean Report ranks the top 50 semiconductor suppliers and lists leading companies in several major product categories, including DRAM, flash memory, microprocessors, microcontrollers, and analog ICs. Figure 1 shows IC Insights’ ranking of the largest 10 analog suppliers in 2018.
 Figure 1
Tags: DRAM, ICManufacturing, maxim, Microchip, NXP, ON Semi, Rensas, samsung, Semiconductors, ST, T, Texas Instruments, TI
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Wednesday, April 24th, 2019
Positive and negative, memory sales continue to strongly impact total IC market.
IC Insights recently updated its 2019-2023 semiconductor market forecasts in its March Update to the 500-page, 2019 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry.
In the March Update, IC Insights shows how the total memory market heavily influenced total IC market growth for the positive during the past two years but will likely have a very negative impact on total IC market growth in 2019.
The DRAM and NAND flash markets continue to closely follow the original IC industry cycle model whereby the market cycles are primarily driven by fluctuations in capital spending and capacity. Including IC Insights’ forecast for 2019, it appears that little has changed regarding the extremely volatile nature of DRAM market cycles (Figure 1).
Tags: DRAM, Frash Memory, Report
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Friday, January 11th, 2019
2019 to be third year of greater than $25.0B in spending for flash, topping both DRAM, foundry.
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 2019, 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 semiconductor capital spending.
The semiconductor industry is expected to allocate the largest portion of its capex spending for flash memory again in 2019, marking the third consecutive year that flash has led all other segments in spending (Figure 1). Flash memory trailed the foundry segment in capex in 2016, but took an extra-large jump in 2017, growing 92% to $27.6 billion and increased another 16% to $31.9 billion in 2018 as manufacturers expanded and upgraded their production lines for 3D NAND to meet growing demand. With much of the expansion now completed or expected to be wrapped up in 2019, flash capex is forecast to decline 18% this year to $26.0 billion, which still is a very healthy spending level.
Figure 1
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Tags: DRAM, Flash, Forecast, foundry, Foundry Market, McClean Report
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