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Semico is a semiconductor marketing & consulting research company located in Phoenix, Arizona. We offer custom consulting, portfolio packages, individual market research studies and premier industry conferences.

Trade Disputes Increase Market Uncertainty

The World Semiconductor Trade Statistics (WSTS) organization held its bi-annual forecast meeting in Scottsdale, Arizona last month, and one of the topics that seemed to be on everyone’s mind is the impact of tariffs and the trade tensions between the United States and China.  The presentation with the most insightful information on this topic was provided by Falan Yinug, Director, Industry Statistics and Economic Policy, at the Semiconductor Industry Association (SIA). 

The need to impose tariffs on U.S. imports of semiconductors is perplexing because as of 2017 the United States maintained a semiconductor trade surplus of $2.1 billion with China. In addition, most of the U.S. imports of semiconductors from China are products from U.S. semiconductor companies that are either designed and/or have undergone front-end fabrication outside of China.

SoC Market Analysis and Forecast: The Emergence of Artificial Intelligence

With the artificial intelligence trend emerging, the semiconductor market has gone from lamenting the lack of innovation and new applications to seeing an explosion of new possibilities opening before it.

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Low-Power Atmosic Technologies' Bluetooth 5.0 Chip

Many IoT (Internet of Things) applications will be untethered, not connected by physical wires for power or communications. They will use batteries, and battery life will be critical. Atmosic Technologies, a Bay Area startup of ultra-low power wireless for the IoT, has developed a chip ideally suited for these applications. 

This week, Atmosic Technologies launched the M2 and M3 series, touting it as the industry’s lowest-power wireless Bluetooth 5.0 chips. It offers improved battery life in three ways. First, the chip was designed from the ground up to be a low-power chip. It has intrinsic design features that offer five to 10 times more battery life than other Bluetooth 5.0 chips. Second, it has on-demand receiving. The chip can be in a sleep mode until it receives a Bluetooth signal including specific codes to wake it up. That feature can improve battery life by up to 100 times. Third, it includes an RF Power Harvesting Section. By harvesting RF energy, the chip offers what can be essentially infinite battery life. The chip can use any of these three methods of battery life improvement on its own or in any combination. 

Semico Wafer Demand: Q3 2018 Highlights

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2022. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing MOS Logic, Communications MOS Logic, Consumer MOS Logic, Automotive MOS Logic, Other MOS Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Sensors and Digital Bipolar.

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Automotive Semiconductors: Accelerating in the Fast Lane

Automotive electronics is one of the bright lights for the industry, as smartphone growth slows and personal computing growth continues to decline.

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Automotive Semiconductors to Reach $73 Billion by 2023, says Semico Research

Automotive electronics are a bright light for the semiconductor industry, as smartphone growth slows, and personal computing growth continues to decline. The expectation is that automotive electronics will become the next big technology market driver. The automotive semiconductor market will exceed the overall industry growth as semiconductor content expands with added features and functionality. The desire to put self-driving vehicles on the road is creating increased interest in innovative automotive solutions as well as increased semiconductor demand.

Average Design Cost for Basic SoCs Across all Geometries was $1.7M in 2017, says Semico Research

The semiconductor industry today is faced with several substantial issues-not the least of which are the continuing rise in design costs for complex SoCs, the decrease in the incidence of first-time-right designs and the increase in the design cycle time against shrinking market windows and decreasing product life cycles. An additional factor has now been added to SoC design costs with the emergence of very complicated software applications intended to run on the SoC silicon.

Semico Fab Database 2018 Summary Now Available

Semico's Fab Database report is a great resource for tracking changes among advanced as well as mature fabs.  You can also sort the data by region or by type of products.  Semico's report includes updates on fabs owned by foundries, memory manufacturers, IDMs, and research facilities.  The database itself includes detailed information about each fab, including operating status, location, process, products, wafer size, capacity, and more.  Semico updates it biannually with a summary of

SoC Silicon and Software 2018 Design Cost Analysis: How Rising Costs Impact SoC Design Starts

The complex SoC marketplace is undergoing a rapid evolution in response to market pressures to provide better solutions.  This market, however, is under assault on several fronts due to many issues with the effect of rising design costs for Advanced Performance Multicore SoCS and Value Multicore SoCs.  This report covers current complex SoC market trends and drivers, focusing on design costs during the first year that a new node is available.  Embedded software design costs are covered, as well as the impacts of rising design costs on SoC design starts, by process node, from 180nm down to 3

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2018 Total Wafer Demand Expected To Reach 115.1 Million 300mm Wafer Equivalents, Says Semico Research

Semiconductor revenues are expected to increase 12.8% in 2018 as a result of continued strong memory prices. Units are expected to grow 7.2%. The forecast is based on moderate smartphone sales with a possible return to lower memory prices in the second half of the year.

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