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.
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.
Many of the traditional end-use applications are experiencing slower semiconductor unit growth rates due to market saturation and reduced demand. In addition, growth rates are more moderate when the sheer volumes of a market reach levels that make it difficult to continue experiencing double-digit growth rates. While there are new applications such as those associated with the IoT (Internet of Things) and the Industrial Internet of Things (IIoT) which are expected to follow a higher growth curve over the next few years, in general, growth rates for traditional markets such as PCs and cell
Many of the traditional end-use applications are experiencing slower semiconductor unit growth rates due to market saturation and reduced demand. In addition, growth rates are more moderate when the sheer volumes of a market reach levels that make it difficult to continue experiencing double-digit growth rates. While there are new applications such as those associated with the IoT (Internet of Things) and the Industrial Internet of Things (IIoT) which are expected to follow a higher growth curve over the next few years, in general, growth rates for traditional markets such as PCs and cell
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.
There is a great deal of design activity around emerging AI applications both at the Cloud level and for adding this type of functionality to edge devices in the form of Voice Activated Devices like the Amazon Echo and the Google Home Assistant among others. Initially, limited AI functionality is being added to SoCs in the form of Convolutional Neural Networks (CNNs).
There is a great deal of design activity around emerging AI applications both at the Cloud level and for adding this type of functionality to edge devices in the form of Voice Activated Devices like the Amazon Echo and the Google Home Assistant among others. Initially, limited AI functionality is being added to SoCs in the form of Convolutional Neural Networks (CNNs).
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.
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.
