Despite some high-profile setbacks with autonomous vehicles, IC Insights projects that automotive electronics systems growth will remain robust and automotive remains a hotbed for semiconductor growth. Sales of automotive electronics systems are forecast to increase 7.0 percent in 2018 and 6.3 percent in 2019, the highest growth rate in both years among the six major end-use applications…
Even though the chip market is poised for a cool-down, nine chipmakers are expected to outgrow the average market increase of 16 percent in 2018. The expected top 15 worldwide semiconductor sales ranking for 2018 includes seven suppliers headquartered in the U.S., three in Europe, two each in South Korea and Japan, and one in Taiwan, according to…
As the electronics industry plows through calendar Q4, murmurs of uncertainty around 2019 are surfacing. Analysts say there’s a possibility that demand for electronic components will cool in 2019, and tariffs continue to fuel uncertainty throughout the electronics supply chain. “Semiconductor memory ASPs are going to fall. Semiconductor sales are going to decline. The U.S…
In 2018, a mixed bag of higher prices, shortages, and new imaging applications is driving up total optoelectronics, sensors and discrete semiconductors (O-S-D) sales by 11 percent and expected to set a ninth consecutive record-high level of combined revenues. With tight supplies of widely used power transistors and diodes driving up prices and new optical-imaging applications moving…
IC Insights’ September Update to The McClean Report shows that as a result of a 51% forecasted increase in the China pure-play foundry market this year, China’s total share of the 2018 pure-play foundry market is expected to jump by five percentage points to 19%, exceeding the share held by the rest of the Asia-Pacific…
The market for microcontrollers (MCUs) —the IC industry’s original system-on-chip (SoC) product category—is expected to continue hitting record-high annual revenues through 2022 after worldwide sales dropped 6 percent in 2016 because of a slowdown in MCU unit shipments. After drawing down MCU inventories in 2016, systems manufacturers stepped up purchases of microcontrollers in 2017 with unit…
Sales of the top 15 semiconductor companies grew by 24 percent in the first half of 2018 (1H18) compared to the 1H17, which is four points higher than the total worldwide semiconductor industry growth during the same period, according to IC Insights’ latest update to the McLean Report. The research also shows that the top…
Editor’s Note: Welcome to AspenCore’s Special Project on Tesla. This article, along with the articles listed at the bottom of the page, looks at Tesla’s manufacturing and supply chain woes and the long road to a Tesla Model 3. Electric vehicle (EV) start-up Tesla has disrupted the electronics supply chain, but not in the way the…
Contract prices of NAND flash products have decreased in the first two quarters of 2018 due to the traditional off-season, and capacity expansion of 64/72-layer 3D NAND flash, according to DRAMeXchange, a division of TrendForce. Further price declines are expected in the third quarter (Q3), although a bit moderated, until the fourth quarter (Q4), when steeper…
U.S. manufacturers that rely on access to electronic components are on the brink of not being able to fulfill their customers’ orders. But manufacturing is still humming: The Institute for Supply Management’s leading factory index, the PMI, increased by 1.4 percent in May to 58.7. However, comments from the computer and electronics sector indicate OEMs…