Posts Tagged ‘IC manufacturing’
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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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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Tuesday, November 12th, 2019
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.
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Tags: actuators, CMOS, discretes, gyroscopes, IC manufacturing, McClean Report, Optoelectronics, Semiconductors, sensors, transistors
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Friday, October 18th, 2019
Cellphone and graphics processors drive demand for leading edge processes.
Leading-edge processes (<28nm) took over as the largest portion in terms of monthly installed capacity available in 2015. By the end of 2019, <28nm capacity is forecast to represent about 49% of the IC industry’s total capacity, based on information in IC Insights’ Global Wafer Capacity 2019-2023 report. At the very leading edge, <10nm processes are now in volume production and are forecast to represent 5% of worldwide capacity in 2019. The share of <10nm capacity is forecast to jump to 25% and become the largest capacity segment by 2023 (Figure 1).
Figure 1
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Tags: Foundry Market, IC manufacturing, ICManufacturing, Semiconductors
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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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Friday, July 26th, 2019
Excluding memory, correlation coefficient expected to reach a very high level of 0.94 in the 2018-2023 timeframe.
In its soon to be released Mid-Year Update to The McClean Report 2019, IC Insights forecasts that the 2018-2023 global GDP and IC market correlation coefficient will reach 0.88 (0.94 when excluding memory), up from 0.87 in the 2010-2018 timeperiod. IC Insights depicts the increasingly close correlation between worldwide GDP growth and IC market growth through 2018, as well as its forecast through 2023, in Figure 1.
Figure 1
From 2010-2018, the correlation coefficient between worldwide GDP growth and IC market growth was 0.87 (0.92 excluding memory), a strong figure given that a perfect positive correlation is 1.0. In the three decades previous to this timeperiod, the correlation coefficient ranged from a relatively weak 0.63 in the early 2000s to a negative correlation (i.e., essentially no correlation) of -0.10 in the 1990s.
IC Insights believes that the increasing number of mergers and acquisitions, leading to fewer major IC manufacturers and suppliers, is one of major changes in the supply base that illustrate the maturing of the industry and helping foster a closer correlation between worldwide GDP growth and IC market growth.
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Tags: IC manufacturing, ICManufacturing, Semiconductors, worldwide
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Wednesday, June 19th, 2019
China and Taiwan companies register double-digit shares in the fabless segment but very low shares of the IDM IC segment.
IC Insights will release its 200+ page Mid-Year Update to the 2019 McClean Report next month. A portion of the Mid-Year Update will examine the trends for worldwide IC company marketshare by headquarters location.
Figure 1 shows the 2018 IDM and fabless company shares of IC sales as well as the total worldwide share of the IC market by company headquarters location.
 Figure 1
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Tags: China, Europe, IC manufacturing, ICManufacturing, Japan, Semiconductors, SK Hynix, taiwan
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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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