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 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 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.
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.
