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.
Artificial Intelligence (AI) functionality has emerged into the semiconductor market with many companies participating at all levels of the semiconductor, software, services and IP industries offering a variety of products. The emergence of the AI market represents the 'next big thing' for both the semiconductor industry as well as the overall economy. Deployment has already started in factory floor environments delivering better control and maintenance over a multitude of industrial processes and products.
The 3rd Party Semiconductor Intellectual Property (SIP) market has seen great innovation in the products it offers to System-on-a-Chip (SoC) designers over the last ten years. If any market segment in the semiconductor industry typifies the intense evolutionary pressures that the entire electronics market has undergone, it is the 3rd Party SIP market. A new Semico Research Report, Licensing, Royalty and Service Revenues for 3rd Party SIP:
The 3rd Party Semiconductor Intellectual Property (SIP) market has seen great innovation in the products it offers to System-on-a-Chip (SoC) designers over the last ten years. If any market segment in the semiconductor industry typifies the intense evolutionary pressures that the entire electronics market has undergone, it is the 3rd Party SIP market. This new Semico Research Report, Licensing, Royalty and Service Revenues for 3rd Party SIP: A Market Analysis and Forecast for 2018, (SC105-18) forecasts revenue for the SoC IP market to approach $10 Billion by 2022
Semico President Jim Feldhan spoke at Semicon Korea 2018 in the Smart Automotive Forum (January 31) and Market Seminar (February 1). Jim's presentation was titled "Market Dynamics Driving the Future of Automotive Semiconductors."
The ASIC design starts market continues to evolve with changes in the end-use markets. In terms of unit growth rates the Communications segment is now third behind Industrial and Consumer. The communications segment will have the most number of design starts over the next 5 years while automotive will have the highest growth rate of all the segments. However Industrial, while a very fragmented market, will have a higher number of design starts than automotive driven by Smart Grid applications along with a renewed growth in factory automation applications.
The continuation of new product development in the IoT category such as automotive, industrial and home automation has helped boost semiconductor unit sales in 2017.
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2021. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing Micro Logic, Communications, Other Micro Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Sensors and Digital Bipolar. In addition, there is a summary write-up providing the major assumptions behind the forecast and changes from the previous quarter.
In an ongoing effort to address major concerns and trends in the IP and design market spaces, there have been many alternative technologies offered as possible solutions. Dielets or Chiplets is one such technology and it has recently gained momentum in that dialogue, highlighted by multiple discussions and conferences toward their use in multi-die subsystems and systems.
System Design: More Options, More Design Starts?, a new Technology Brief from Semico, provides key insight into the dielet/chiplet technology and its possible adoption.
As electronic systems evolved to mobile devices, the importance of analog products has grown. Interfacing with the real world via cameras, touch, gesture controls, audio and video applications all require RF (radio frequency) analog functionality. In addition, power management ICs are critical to the success of these devices to reduce the power drain on the battery. These growing applications have added significant volumes to the analog unit sales.
Analog ICs are critical to nearly all electronic devices. The global electronics market will consume over 150 billion analog ICs in 2017. This translates to several analog ICs per electronic device. While analog ICs are essential to electronic systems, average selling prices have been dropping and will only command a modest $0.344 in 2017.
