You are here

March 2016

Mixed Signal and IoT Driving ASIC Design Starts Growth, says Semico Research

Steady demand in existing end markets and growth from new end applications are pushing ASIC design activity to new levels.  This increase in growth is based on very good growth in the Mixed Signal ASIC market and in the Basic SoC market. The Basic SoC market is being driven by the emergence of the Internet of Things (IoT) and the need for silicon solutions for this segment. Mixed Signal ASIC designs have been growing for the last few years as more systems seek to interface to analog 'real world' functions.

3D Printing: The Next Industrial Revolution, 2016 Update

3D printing is an additive manufacturing process.  In recent years, 3D printer prices have dropped substantially, and a wide variety of printable materials is available.  You don’t need to be a CAD expert to create a 3D-printable file.  Media attention has helped further accelerate the industry’s momentum. 

Table of Contents: 

Silicon Valley Comic Con: The Woz Delivers Fun and Technology

On March 18 to 20, 2016, the first ever Silicon Valley ComicCon (SVCC) (http://svcomiccon.com) was held in San Jose, CA. The event was the brainchild of Apple co-founder Steve Wozniak and Stan Lee of Marvel Comics. This ComicCon, like those held in other cities, is a convention for comic books, science fiction and fantasy, TV and movies. These are usually tied in with comics, animation and gaming. Some of these conventions, such as the largest one in San Diego, CA, have become inundated with popular culture. However, it was Steve Wozniak’s goal to have more technology at SVCC, most appropriate for Silicon Valley. Some of you have read my past posts about San Diego’s ComicCon International. Going to a ComicCon gives me the opportunity to mix business and pleasure. Yes, I actually did go to San Jose on vacation. And, no, I was not in costume. I can honestly say that Steve Wozniak, known affectionately as the Woz, was as big a draw as any other figure appearing at SVCC; as big as Nathan Fillion, Michael J. Fox, Stan Lee or even … William Shatner. The Woz is highly regarded and respected in the high tech world. A native of San Jose, he wanted a show in the heart of Silicon Valley. So many scientists and engineers have been inspired by sci-fi. Most important for this event was the emphasis on technology in addition to entertainment. Quite often these go together. This was the first SVCC. Every event has growing pains.

ASIC Design Starts for 2016 by Key End Market Applications

The end-use markets in this study offer high growth opportunities for IC manufacturers.  The market segments include computer, consumer, communication, industrial and transportation.  The end-use applications are a mix of mature and emerging devices.  Some of these products are convergent products that combine features from multiple market segments. 

Table of Contents: 

Wafer Demand Growth Depends on Smartphones

As the rate of growth for smartphone sales slow, questions arise regarding the impact that slower growth will have throughout the semiconductor supply chain. Over the past decade, the 1 billion-plus smartphone market has driven the need for more advanced manufacturing process technologies, new input materials and the need for more fab capacity. It has even legitimized new players into the supply chain.

Does a slower growth rate mean a change is on the horizon? What portion of the growth is due to semiconductor content versus smartphone unit growth? Semico looked at the change in smartphone silicon content over the past 10 years and the impact on wafer demand.

Although there were smartphones well before the Apple iPhone, it was the iPhone, introduced in 2007, that set the smartphone on the path to the mass adoption that we see today. Between 2005 and 2010, smartphone sales grew at a compound annual growth rate of over 50%. In addition, over that time period, silicon content in a high-end phone doubled. The amount of silicon necessary to produce all the smartphones worldwide has grown from less than 1% of total wafers in 2005 up to over 18% of wafers this year.

2016 Semiconductor Sales to Go Negative

Semico's Inflection Point Indicator is a model we have developed which has a history of accurately predicting semiconductor revenue inflection points four quarters in advance.  After analyzing current trends, it seems the semiconductor industry is repeating the pattern from 2011-2012, albeit at a muted level.  Just in the past 4-5 years, the major end markets served by the semiconductor industry--tablets, notebooks, smartphones--have matured, causing growth rates to slow.

Monthly archive

Twitter