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5 High Growth Markets

At the beginning of 2009 Semico predicted the exact month the semiconductor industry would rebound. The downturn is now firmly behind us, and much of that is due to strong growth in the consumer market, helping third quarter semiconductor revenues increase by 16.8%. Out of over 40 end use markets, Semico has identified the top 5 that have contributed to the recovery and which will continue to provide large growth for the industry.

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Used Semiconductor Manufacturing Equipment: Looking for Sales in All the Right Places

The used semiconductor manufacturing business is alive and well. Over the next five years, the availability of affordable used equipment will allow semiconductor fabs, research labs and universities to upgrade to faster, more cost effective 200mm and 300mm tools. This study provides five-year forecasts for used equipment supply and demand based on wafer demand and fab requirements. It also identifies opportunities for sales of used 200mm and 300mm equipment.

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Foundry Market Trends: No Longer "Taiwan-Centric", 3Q09

Change is on the horizon. Advanced Technology Investment Company LLC (ATIC) and Chartered Semiconductor Manufacturing (Chartered) have entered into a definitive agreement whereby ATIC will acquire Chartered. What does this mean? Semico does not think that TSMC will be ‘dethroned’ as the leading foundry but it does mean that the number two spot is definitely up for grabs. Semico’s data indicates that by 2011, the combined GlobalFoundries/Chartered company will out pace UMC in terms of advanced capacity available for production.

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Executive Briefs: 30 Markets in 30 Minutes

Published once a year, the Executive Briefs report is an executive summary of all the markets tracked in Semico’s MAP Model program. Overall, there are 30 end-use markets analyzed from the computing, consumer, and communications segments. Our analysis includes a look at each market’s production forecast, semiconductor content, geographic production, total available market, and wafer demand by production node over a five year forecast period.

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2009 Semiconductor Capex: Are We Headed for a Shortage?

In 2009, capital spending is down 35% from 2008. Semico expects spending to rebound significantly in 2010 as projects that have been on hold get the green light. A beneficiary of this increased spending will be the 200mm used equipment market, which will see higher demand coming from this recovery.

“We’re halfway through the third quarter, and we’ve already seen increased capex projections from a number of companies,” stated Adrienne Downey, Director of Technology Research. “Despite this turnaround, we think it may not be enough to prevent spot shortages in 2010.”

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Netbook PCs: A New Platform Battleground

Netbooks are a new emerging category of Personal Computers. There have been several efforts over the years for a low-cost and compact mobile PC. The introduction of the Intel Atom microprocessor in 2008 spurred the growth of netbooks, reaching 12.5 million units in 2008.
The key feature for a netbook is that it is designed primarily for web browsing and emailing. Thus, wireless connectivity to the Internet is necessary. Low-power consumption, compact design and light weight are essential.

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