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.
Artificial intelligence in the IoT category-especially automotive, industrial and home automation-has helped boost semiconductor unit sales. Growth in these sectors, as well as in agriculture and smart cities, is expected to further expand semiconductor demand. A new research report from Semico Research, Semico Wafer Demand Update Q3 2018 (MA112-18), forecasts that Automotive MOS Logic units are on track to grow 35% in 2018.
Automotive electronics are a bright light for the semiconductor industry, and expectations for additional electronic applications in vehicles are high. The semiconductor industry is betting on the growth of key components in vehicles. There are a lot of innovative ideas within the automotive industry in several different areas. Cars and trucks are connecting to the cloud and to other vehicles. Cars will communicate with each other using short- and long-range communication chips.
The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2010-2022. 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.
It has been true for many years in the semiconductor industry that even very complex applications require a range of design solutions and do not always require the most expensive solution. While it is true that SoCs with the highest design costs probably contain the most complexity, it does not necessarily follow that every product in a given geometry must also incur the same high costs to be competitive. Silicon designers and system architects are constantly looking for ways to reduce their design costs and still meet market requirements and ASP targets.
There is a large and growing energy harvesting market opportunity outside of large solar installations and commercial power generation. A broad range of markets will employ energy harvesting to either replace batteries or extend battery life. These applications cover wireless sensor nodes (WSN) for bridges, infrastructure, building automation and controls, and home automation (including lighting, security and environmental). Energy harvesting will grow in automotive applications, cell phones, wearables and other consumer electronics.
Automotive electronics are a bright light for the semiconductor industry, as smartphone growth slows, and personal computing growth continues to decline. The expectation is that automotive electronics will become the next big technology market driver. The automotive semiconductor market will exceed the overall industry growth as semiconductor content expands with added features and functionality. The desire to put self-driving vehicles on the road is creating increased interest in innovative automotive solutions as well as increased semiconductor demand.
The semiconductor industry today is faced with several substantial issues-not the least of which are 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 very complicated software applications intended to run on the SoC silicon.
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
The complex SoC marketplace is undergoing a rapid evolution in response to market pressures to provide better solutions. This market, however, is under assault on several fronts due to many issues with the effect of rising design costs for Advanced Performance Multicore SoCS and Value Multicore SoCs. This report covers current complex SoC market trends and drivers, focusing on design costs during the first year that a new node is available. Embedded software design costs are covered, as well as the impacts of rising design costs on SoC design starts, by process node, from 180nm down to 3
