After Smartphones…Less?


As the rate of growth for smartphone sales slow, questions arise regarding the impact that slower growth will have throughout the semiconductor supply chain. Over the past decade, the 1 billion-plus smartphone market has driven the need for more advanced manufacturing process technologies, new input materials and the need for more fab capacity. It has even legitimized new players into the suppl... » read more

The Stakes Are High


By Joanne Itow Whether you call it a transition or a transformation, evolutionary or revolutionary, the implementation of 450mm wafers is going to be disruptive. There are both technical and operational hurdles associated with semiconductor production on 450mm wafers. The ramp of 450mm is expected to change the semiconductor manufacturing landscape. And what about the changes that may occur ev... » read more

Painting By Numbers


By Joanne Itow Semiconductor revenue growth dropped to a compound annual growth rate of only 3.4% over the past five years and units grew only 3.0%. Throughout the same period, semiconductor wafer demand grew 6.6%, higher than unit growth but lower than the historical average. What caused this decline and will the industry ever get back to ‘normal’ growth rates? Figure 1. Annual Growth ... » read more

Uneven Growth Ahead


By Joanne Itow SEMI recently released its silicon shipment forecast for 2012-2014. Total wafer shipments are expected to reach record levels in 2013 and 2014. Semico’s Wafer Demand model concurs with that forecast. Wafer demand is expected to grow at a compound annual rate of 11.7% over the next five years. The wafer demand pie keeps getting bigger but all the pieces are not growing at th... » read more

Winners And Losers


By Joanne Itow Semiconductor revenues will log in a relatively lackluster growth for 2012, only 3% more than 2011. That is below the 4.8% CAGR (compound annual growth rate) over the past five years and well below the 8.4% CAGR over the past 10 years. On the other hand, semiconductor units continue to show healthy growth, driving up wafer demand. Units will grow slightly faster compared to the ... » read more

Wafer Demand Outpaces Semiconductor Unit Growth in 2011


By Joanne Itow Semiconductor unit sales remain strong and are expected to reach 718 billion in 2011, an 8.6% growth over 2010. Unit sales are driving wafer demand at both advanced and mature fabs. Total silicon demand is expected to grow by 10% in 2011. In the first quarter of 2011, semiconductor unit sales increased 1.3% over Q4 2010, reflecting an unusually healthy growth compared to the ... » read more

Wafer Demand: Good to Grow in 2011


By Joanne Itow The foundries are ramping 32nm/28nm production but that’s only one of the reasons wafer demand is forecast to grow at above average rates this year.  MEMS and sensors will help to grow wafer demand at the ≥1000nm technology nodes.  Wafers processed at ≥1000nm technology will grow by 10.2% in 2011.  That’s on top of the 25% growth experienced in 2010. Microcontrolle... » read more