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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.

Potential Design Cost Savings from using AI Tools for SoC Designs Ranges from 20% to 30%, says Semico Research

The semiconductor industry today is faced with several substantial issues—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 complicated software applications intended to run on the SoC silicon. As happens often in our industry, the right solution surfaces at the right time.

Analog Market Forecast to Grow at a 2.9% CAGR through 2025, Says Semico Research

The global electronics market is expected to consume over 160 billion Analog ICs in 2020. This translates to several Analog ICs per electronic device but is down 1.5% compared to 2019 unit sales. While Analog ICs are essential to electronic systems, this will mark the second year in which revenues and units both register declines. That has not happened before during the past 20 years.

New Directions in the EDA Market: Designing with AI Tools

To combat rising SoC design costs and increasingly complex software applications, a solution has been developed:  the incorporation of AI functionality into existing EDA tools as an aid to silicon and software designers. A new report from Semico Research, Designing New Directions in the EDA Market: Designing with AI Tools (SC109-20) projects that cost savings from using AI EDA tools for SoC designs ranges from 20% to 30%.

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Semico 2020 Fab Database 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 whic

Analog Market Update: Making Digital Systems Come Alive (2020)

Analog ICs are critical to nearly all electronic devices. The global electronics market is expected to consume over 160 billion Analog ICs in 2020. This translates to several Analog ICs per electronic device but is down 1.5% compared to 2019 unit sales. While Analog ICs are essential to electronic systems, this will mark the second year in which revenues and units both register declines. That has not happened before during the past 20 years. The Analog average selling price has been dropping for five years and is expected to fall to only $0.318 in 2020.

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August Revenues Increase 9.4% MoM; 2H 2020 Expected to Grow 5.3% over 1H 2020

August semiconductor revenues grew 9.4% over July 2020 and were 4.9% greater than August 2019. The MoM increase was two percentage points above the average for the past five years of 7.3%. Regionally, revenues for all segments grew with the exception of Japan, down –2.8%. The strongest revenue growth was in China at 14% over July, followed by the Americas up 12%. The regional trend for units was similar, with Japan the only one to decline (by –4%). Unit shipments for the other regions were up 5-6%. 

Semico Fab Database: Update Summary 2020

Semico tracks over 1,000 semiconductor fabs in its Fab Database.  The database includes detailed information about the fabs, including the operating status of the fab, its location, process and products, wafer size and capacity, and more.  The other document included with the database is a Word file containing a summary of updates made to fabs by company type:  Memory, Foundries, and Other.  

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NVIDIA Acquires Arm: Implications for the Market

On September 13, 2020, NVIDIA announced it had signed a definitive agreement to acquire Arm Holdings from SoftBank for $40 billion in a combination of NVIDIA stock and cash. SoftBank will retain a 10% interest in Arm. While there are regulatory issues to be resolved in the UK, the US and China, NVIDIA anticipates this process will take 12 to 18 months. The process of integrating the two companies will not start until the deal is consummated.
 
The Basics of the Acquisition

Revenues Fall 8.0% in July; 2020 Still on Track for 3.3% Growth, according to Semico IPI Report

Revenues in July fell -8.0% from June, right in line with the average decline for July over the last ten years of -8.1%. However, compared to July 2019, revenues grew 5.0% in July 2020. This marks the eighth consecutive month of single-digit YoY percent increases.  
 

July 2020 Semico IPI Report: 1H 2020 Revenues increase 5.9% YoY; Semico Raises 2020 Annual Forecast to 3.3%

With first half results in, we have some perspective on this historic year. Revenues were up 5.9% from 1H 2019, and they were down 3% from 2H 2019. Revenues in 2Q 2020 were down only 0.9% from 1Q 2020, and they were up 5.0% from 2Q 2019. Units in the 2Q were down 2.4% compared to 1Q 2020, and they were down 2.7% compared to 2Q 2019.

On a regional basis, China had the best results in 2Q 2020, with revenues up 6.6% and units up 7.1%. This reflects the country recovering from the devastating lockdowns the country experienced ........
 

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