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.

In an ongoing effort to address major concerns and trends in the IP and design market spaces, there have been many alternative technologies offered as possible solutions.  Dielets or Chiplets is one such technology and it has recently gained momentum in that dialogue, highlighted by multiple discussions and conferences toward their use in multi-die subsystems and systems.
 
System Design: More Options, More Design Starts?,  a new Technology Brief from Semico, provides key insight into the dielet/chiplet technology and its possible adoption.
 

Analog ICs are critical to nearly all electronic devices.  The global electronics market will consume over 150 billion analog ICs in 2017. This translates to several analog ICs per electronic device.  While analog ICs are essential to electronic systems, average selling prices have been dropping and will only command a modest $0.344 in 2017.

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

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.