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October 2017

ASIC Design Starts 2017: Consumer and Industrial Lead the Way

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

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Semico Wafer Demand: Q3 2017 Highlights

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.

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ASIC Design Starts for 2017 by Key End Market Applications

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).

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