Author's Latest Posts


Semiconductor Wafer Demand: Growing Pains


Semico Research is forecasting total semiconductor unit growth to exceed 13% this year, the first double-digit growth year since 2010. The exceptional unit growth is what the industry hopes for, but it does come with some growing pains. MOS logic, optoelectronics, MEMS and sensors, and even analog and discrete products are experiencing more than 10% unit growth in 2017. The challenge is that... » read more

MCU Sales Up in 2017 And 2018


Microcontroller (MCU) sales are expected to grow over 9% this year while units increase over 16%. IoT and automotive are the major reason for the growth in general MCUs; however, the product group has been transitioning into several distinct segments that are being buried within the data of the broad MCU market. Over the past five years total MCU revenues have essentially remained flat; however... » read more

Foundry Roadmaps: Real Solutions, Or Just Hedging?


Major semiconductor foundries have revealed their advanced technology roadmaps for the next few years. They’re all investing billions of dollars into the development of process technologies and packaging options. The number of alternatives has been described as ‘dizzying’. How can all the foundries remain profitable? How does the customer decide which ‘route’ to take? For the 2... » read more

Will Higher Production Costs Hamper IoT Growth?


No question, 2017 is expected to be a good year for the semiconductor industry. Semiconductor revenues for 2017 are expected to increase more than 9% this year. A 6% increase in unit sales, as well as higher average selling prices for memory products, will help drive the revenue growth rate to its highest level since 2010. Wafer demand is forecast to grow by almost 8%. The higher revenue growth... » read more

Printed Cars, Smart Stints, Personal Breathalyzers


The MEMS and sensor market continues to be a hotbed for innovation, new opportunities and, as with most new frontiers, there are also some disparate views on market dynamics and strategies. All this was evident at the 2016 MSIG Executive Congress last week in Scottsdale, Arizona. First, I’ll cover the pioneering and fun subjects. In addition to the Technology Showcase demos and member pres... » read more

Are We Looking At The IoT Through Rose-Colored Glasses?


There’s been a lot of anticipation and promise associated with the explosive growth expected from the deployment of the Internet of Things. The prospect of 30 billion to 50 billion connected devices and all the associated electronics brings rosy visions of a return to double-digit semiconductor industry growth rates. Let’s take a look at the realities of the impending impact. MEMS, ... » read more

Wafer Shortage? Reality Versus Perception


The promise of explosive growth associated with IoT has semiconductor unit forecasts growing at double-digit rates for key product categories. Anything with the word ‘sensors’ seems to be in vogue today. Sensors, image sensors, sensor hubs are all expected to benefit from the billions of connected devices that are forecasted to be in place by 2020. Semico agrees. Unit growth for key product... » read more

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

Memory Lane: Far From A Leisurely Stroll


The only semiconductor market segment that has not been taken over by the foundries and still remains dominated by IDMs is the memory sector. The memory market is the last bastion for true IDM manufacturers, who must be savvy in the changing trends in end market applications, advanced technology development, and must still determine how much and when to invest in additional capacity. With on... » read more

China’s Demand Slowdown


It is well known that China is the largest consumer of semiconductors on a regional basis, and as China’s economic growth slows, it is interesting to take a look at where they have the most impact from a product perspective. There are a few surprises. Although the overall semiconductor average selling price in China is a fraction of the total worldwide ASP, China does not always have the lowe... » read more

← Older posts