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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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Semico Wafer Demand: Q2 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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Semico Fab Database Update Summary First Half 2017

Semico tracks over 900 semiconductor fabs in its Fab Database.  The database includes detailed information about the fabs, including the operating status of the fab, its location, process and products, wafer size and capacity, and more.  The other document included with the database is a Word file containing a summary of updates made to fabs by company type:  Memory, Foundries, and Other.  

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Semico Wafer Demand: Q1 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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Semiconductor Manufacturing: Mature Technologies

From 2015 to 2016, just three semiconductor segments showed increased revenues:  sensors, discretes and linear.  What these products have in common is that they use older technologies.  Products which utilize advanced technologies such as Microprocessors, NAND and DRAM require a significant amount of investment dollars from the standpoint of both capital as well as R&D expenditures.  This is beginning to limit the number of companies that can participate in high-end, advanced technology manufacturing.   

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System(s)-on-a-Chip: SoC Market Analysis and Forecast

There have been improvements in many areas of the SoC market from better, more useful Semiconductor Intellectual Property (SIP) to better EDA tools.  These improvements become masked by the fact that just as SoC designers master the technicalities and quirks of the current generation of process technologies, a new generation is introduced to the industry and the process resumes again.

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Industrial IoT: Smart Factories and Cities

Traditionally, the Industrial sector has represented only a small portion of total semiconductor sales.  According to SIA/WSTS End Use data, semiconductor sales to the Industrial market comprise only 12% of total semiconductor revenues.  In addition, the Industrial sector traditionally grows at a comparably slow, steady rate.  From 2010 to 2015, the Industrial sector experienced a 4.8% CAGR from $31.9 billion to $40.3 billion.  But all that may change.  Many futurists are espousing a worldwide transition into the Fourth Industrial Revolution.  A new report from Semico Research,

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Semico Fab Database Update Summary Second Half 2016

Semico tracks over 900 semiconductor fabs in its Fab Database.  The database includes detailed information about the fabs, including the operating status of the fab, its location, process and products, wafer size and capacity, and more.  The other document included with the database is a Word file containing a summary of updates made to fabs by company type:  Memory, Foundries, and Other.  

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Making Vehicles Smart: Auto CPU and IP TAM

The automotive semiconductor market will exceed the overall industry growth as semiconductor content expands with added features and functionality.  The desire to put self-driving vehicles on the road is creating most of the increased interest in the automotive market and the growing automotive semiconductor demand.  Connectivity is a necessary feature for autonomous cars and is growing as a percentage of new cars produced.  

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