The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2020. 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, Digital Bipolar. In addition, there is a summary write-up providing the major assumptions behind the forecast and changes from the previous quarter.

The market for Micro Electrical Mechanical Systems (MEMS) has been growing at a fast rate.  In 2015 sales of MEMS devices exceeded $14.2 billion, an annual growth of 11.6%. Semico Research projects that by 2020 MEMS sales will reach $28.7 billion.  This is a Compound Annual Growth Rate (CAGR) of 15.1% from 2015 to 2020.  Gyroscopes and accelerometers will account for a significant amount of the MEMS revenues. But growth will be driven by a wide variety of emerging MEMS.

Silicon wafers are the basic building block for the semiconductors used for the smallest sensor in a light bulb to the most advanced electronic system in the space shuttle.  It all starts from semiconductor grade polysilicon and is processed precisely to fit the needs of each application.

Analog ICs are critical to nearly all electronic devices.  The global electronics market will consume over 127.5 billion analog ICs in 2016. This translates to several analog ICs per electronic device.  

Semico tracks over 900 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.