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 Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2023. 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.
The semiconductor intellectual property (SIP) market has become an integral part of the semiconductor industry. Third party IP has propelled the industry, opening the door for many new products from start-ups to established IDMs. Enabling increasingly complex devices, reducing the cost of product development and reducing the time to market for both leading-edge and mature products are just a few of the benefits of third party IP. Open architecture IP allows users to customize and adapt cores to their own specific applications and provide the opportunity for unique differentiation.
For the most part, third party IP uses a business model that employs licensing and royalty fees. This payment arrangement has been successfully adopted by most market players and has matured with the IP market. In general, this IP model has allowed the market to be highly successful even though some IP has been constrained by the rules and regulations of closed architectures. Over the years, some users of IP have become disgruntled with the lack of design flexibility and the high licensing fees and royalties associated with closed architectures.
In June 2019, Semico Research initiated a study to quantify the total available market (TAM) for IP cores and estimate the served available market (SAM) for RISC-V IP cores. We surveyed and interviewed a cross section of the semiconductor industry in order to gather information related to the type of devices that are being designed with RISC-V and their target markets.
The term energy harvesting, also known as power scavenging, is used to describe the collection of energy derived from a variety of external sources such as solar power, thermal energy, wind energy, kinetic energy or electromagnetic sources. Energy harvesters accumulate the wasted energy in a system, such as heat given off by motors or the vibrations of motors or other moving objects. The basic technologies for generating energy are mechanical vibration (kinetic energy), thermoelectric, solar (photovoltaic), and RF/Inductive.
The evolution of the 3rd Party Semiconductor Intellectual Property (SIP) market was driven by the needs of System-on-a-Chip (SoC) designers to find and acquire logic functions as IP blocks to match the functions they needed for their SoC solutions. This resulted in the SIP market taking very specific directions to deliver these needs. There has been consolidation in the market, but new companies continue to emerge, bringing new ideas and products to designers.
Energy harvesting, also known as power scavenging, is used to describe the collection of energy derived from a variety of external sources such as solar power, thermal energy, wind energy, kinetic energy or electromagnetic sources. Energy harvesters accumulate the wasted energy in a system, such as heat given off by motors or semiconductors, or the vibrations of motors or other moving objects, for use in another system.
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.
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 which chan
Unit sales are the primary driver for wafer demand. With inventories for many products back in balance, most markets are returning to a 'normal' seasonal pattern. Last quarter, it looked like optoelectronics and sensors were the only categories expected to register positive unit growth in 2019. Now DRAM, NOR, MOS Logic Computing, Automotive, Multi-purpose Logic and a few others will actually register unit growth in 2019.
