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.
Thanks to industry– and supply-chain-wide shortages, semiconductor market revenues in 2021 reached almost $560 billion, breaking the $500 barrier by a wide margin and only five years after the industry broke $400 billion for the first time. Revenue growth was 25.7%, only the sixth time we’ve seen double-digit percentage growth in the past twenty years.
The chip shortage that impacted the electronic supply chain in the first half of 2021 continued to impact the second half of 2021 as demand for electronic products remained high. The outlook for semiconductor sales includes several areas of growth such as above-average demand in the automotive market and continued growth in AI and IoT. Auto sales are projected to remain above average into 2022 as supply chain issues continue to be worked out. Semiconductor manufacturers are rolling out new products incorporating artificial intelligence.
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.
Challenges on the semiconductor supply side have placed some constraints on semiconductor sales in 2021. As the demand for electric vehicles and AI products continues to penetrate the general consumer market, there are shortages for certain chips. Current semiconductor manufacturing capacity requires additional time to return to previous levels. Manufacturers are making adjustments, but in the meantime, some OEMs are also double-ordering certain products which makes the situation appear worse than it really is.
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.
