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.
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2026. 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.
The automotive market is undergoing a tremendous amount of rapid change. Automotive manufacturers are exploring the potential of adding various new functions and reconfiguring existing functions to all include some level of intelligence. This covers the range from merely intelligent functions all the way to fully autonomous driving functions that incorporate some level of Artificial Intelligence.
The ASIC design start landscape has changed due to a number of factors, one of which is the increase in NRE costs for complex ASIC designs. Additionally, companies and silicon designers are still exploring which silicon architectures will be the best fit for applications that include AI. New business models will also be possible using the increased productivity and efficiency brought to business through the introduction of AI capabilities.
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2026. 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.
SoC (System on a Chip) Automotive applications are undergoing a renaissance in technology that looks at ultimately empowering autonomous driving. There are several stages in this evolution and the industry is far from this goal today, but this effort has ignited the interest and imagination of the driving public around the world. A new report from Semico Research, ASIC Design Starts for 2022 by Key End Market Applications, (SC106-22), forecasts that design starts in the automotive segment will reach 5.5% by 2025.
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2026. 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.
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2025. 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.
Increased chip demand is being driven by better-than-expected orders for all types of electronics, from next generation smartphones to electric vehicles. Memory and certain logic chips are in tight supply. In a few semiconductor product groups, unit sales are significantly up with ASPs declining, signaling some inventory build-up. At the same time, semiconductor manufacturers are making production adjustments in order to return to previous output levels. However, some OEMs are also double ordering certain products which makes the situation appear worse than it really is.
