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Automotive MOS Logic Wafer Demand to Increase 38.4% in 2021, Says Semico Research

Challenges on the semiconductor supply side have placed some constraints on semiconductor sales in 2021. As the demand for electric vehicles and AI products continues to penetrate the general consumer market, there are shortages for certain chips. Current semiconductor manufacturing capacity requires additional time to return to previous levels. Manufacturers are making adjustments, but in the meantime, some OEMs are also double-ordering certain products which makes the situation appear worse than it really is. That notwithstanding, a new report from Semico Research, Semico Wafer Demand Q3 2021 Highlights (MA112-21), forecasts Automotive MOS Logic 2021 wafer demand to increase 38.4% in 2021.
"The surprisingly quick recovery in auto demand caught most suppliers off guard," says Joanne Itow, Manager of Manufacturing Research at Semico. "The ramp of auto chip manufacturing is underway and is not expected to meet demand until 2022. Additionally, semiconductor manufacturers are rolling out new products incorporating artificial intelligence for automotive as well as IoT applications. These products require both the most advanced technologies for AI training functions as well as potentially high-volume manufacturing capabilities for edge devices. Semico remains optimistic for future growth in automotive and industrial applications, including agriculture and smart cities."
Additional key findings include:

  • Total wafer demand is expected to increase nearly 16.7% in 2021.
  • Sensor wafer demand is expected to reach 2.5 million 300mm wafer equivalents in 2021.
  • Consumer MOS Logic units are expected to increase 56.9% in 2021.
  • Analog wafer demand is forecast to grow almost 18% as unit growth surges 17.2% in 2021. 

Semico Research's report, Semico Wafer Demand Q3 2021 Highlights (MA112-21), includes an Excel spreadsheet which provides wafer demand by 18 product categories and 14 technology nodes over a 15-year time frame from 2010 to 2025. There is also a summary write-up which provides insight into the recent trends for key semiconductor product categories.

For more information, contact:
Rick Vogelei
Phone: (480) 435 - 8564

About Semico
Semico is a semiconductor marketing & consulting research company located in Phoenix, Arizona. Semico was founded in 1994 by a group of semiconductor industry experts. We have improved the validity of semiconductor product forecasts via technology roadmaps in end-use markets. Semico offers custom consulting, portfolio packages, individual market research studies and premier industry conferences.