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.
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.
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.
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.
Many of the traditional end-use applications are experiencing slower design start growth rates due to maturing markets and high design costs. The unit volumes associated with all applications remain healthy, exhibiting an 8.5% CAGR through 2023. However, removing the unit shipments attached to the new, emerging applications drops the CAGR to only 4.3% through 2023.
Many of the traditional end-use applications are experiencing slower design start growth rates due to maturing markets and high design costs. The unit volumes associated with all applications remain healthy, exhibiting an 8.5% CAGR through 2023. However, removing the unit shipments attached to the new, emerging applications drops the CAGR to only 4.3% through 2023.
Over the past several years, the Internet of Things (IoT) applications have had a significant impact on ASIC design starts. IoT unit volumes are ultimately expected to be massive, and this category of semiconductors will have a great impact on the overall industry. Semico is now seeing more differentiation in IoT applications in consumer-related products versus Industrial IoT (IIoT) related products.
Semico Research's new report, Design Starts for 2019 by Key End Market Applications, SC106-19, offers a comprehensive analysis of the ASIC design start landscape today and into the future. It provides excellent data for product planning, marketing and sales activities at fabless semiconductor companies, 3rd Party IP vendors and major OEMs and IDMs. The report includes:
Mature processes for sensor and optoelectronic products continue to be in high demand, aided by growth in Internet of Things (IoT) applications along with more smart devices that are beginning to build in algorithms that are the precursor to full-fledged AI functionality. New research from Semico Research, Semico Wafer Demand Q2 2019 Highlights (MA111-19), reports that wafer demand for sensor products will increase nearly 8% in 2019.
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.
