The sales growth rates of fabless IC companies versus IDM (integrated device manufacturers) IC suppliers have historically been very different. Typically, according to IC Insights, the sales growth rate registered by the fabless IC suppliers is better than that displayed by the IDMs. In fact, the first year on record that IDM IC sales growth…
Total semiconductor unit shipments, which include integrated circuits as well as optoelectronics, sensor/actuator, and discrete (O-S-D) devices, are forecast to rise 13 percent in 2021, to 1,135.3 billion (1.1353 trillion) units to set a new all-time annual record, based on data presented in the 2021 edition of IC Insights’ McClean Report—A Complete Analysis and Forecast…
A broad-based economic rebound in 2021, fueled by pent-up demand and a steady recovery in global commerce after the 2020 outbreak of the Covid-19 virus pandemic, is forecast to lift total sales in optoelectronics, sensors and actuators, and discrete semiconductors (O-S-D) by 13 percent to $99.4 billion this year, according to IC Insights. IC Insights…
Competition for wafer fab capacity is one reason the automotive industry is scrambling for an adequate supply of semiconductors in 2021. IC Insights this week reported the top 5 wafer capacity leaders in the market account for 54 percent of all global capacity. Each of the top-five wafer capacity leaders had capacity of at least…
Fabless/system IC company sales are forecast to more than double from 2010 to 2020 ($63.5 billion to $130.0 billion) whereas the total IDM IC sales are expected to be up only 30% over this same time period, from $204.3 billion in 2010 to $265.7 billion in 2020, IC Insights reports. There is a relatively close…
The IC market has demonstrated “remarkable resilience” in the face of a pandemic-driven global economic downturn, reports IC Insights, with 21 of 33 IC product categories experiencing positive growth. Coming as no surprise, each of the top-five IC product categories in terms of sales all have ties to computing or communication applications. With estimated sales…
The semiconductor industry has been one of the most resilient markets during this coronavirus-plagued year. Seven top-15 semiconductor suppliers are forecast to show ≥22% growth in 2020 with Nvidia expected to post a huge 50% increase, reports IC Insights. Leading semiconductor supplier Intel, with only 4% growth, managed to maintain its No. 1 ranking. The…
About eight months after the Covid-19 virus pandemic accelerated around the world—causing lockdowns in many countries and driving the global economy into a deep recession—sales of optoelectronics, sensors and actuators, and discrete semiconductors have stabilized. In some cases, revenues have begun showing signs of a slight recovery in the second half of 2020, which is…
A memory price jump that typically coincides with the introduction of new smartphone models in 3Q and 4Q is not expected due to disrupted buying patterns and cautious discretionary spending. IC Insights’ October Update to The McClean Report showed the monthly average selling price (ASP) of DRAM started on a steep downward trend in the…
Driven by growing demand for application processors and other telecomm device sales into 5G smartphones, the pure play foundry market is on pace to expand by a strong 19% this year, after declining 1% in 2019. IC Insights forecasts 200 million 5G smartphone handsets will be shipped in 2020 (although some forecasts expect 250 million…