Trade Disputes Increase Market Uncertainty


The World Semiconductor Trade Statistics (WSTS) organization held its bi-annual forecast meeting in Scottsdale, Arizona last month, and one of the topics that seemed to be on everyone’s mind is the impact of tariffs and the trade tensions between the United States and China. The need to impose tariffs on U.S. imports of semiconductors is perplexing and frequently confusing. President Trum... » read more

Market Trends For Large Volume Semi Products


Material and capacity shortages typically prompt changes in normal operating procedures, especially purchasing strategies. If the uncertainty regarding world trade policies and tariffs are added on top of the shortages, the impact results in unusual gyrations in industry sales data and possible misleading signals. Discretes, analog and opto are the three largest semiconductor product categories... » read more

Automotive Electronics: Driving The Semiconductor Market


Automotive electronics is the fastest growing end application in the semiconductor market, but what systems will see the highest penetration rates? Currently, self-driving cars grab much of the media attention, and for good reason. Semico estimates that today’s self-driving car has $21,525 of additional electronics. However, recent tests of ADAS vehicles produced less than stellar results. II... » read more

Can AI Alter The Burgeoning Design Cost Trend?


Everyone in the semiconductor design arena has experienced or at least observed the impact of increasing costs for complex SoC silicon. Semico’s recently released report entitled "Silicon and Software Design Cost Analysis" reveals the cost associated with a first time design effort for a high-end, advanced performance multicore SoC using 7nm process technology can top $195M for both the silic... » read more

AI Accelerating Discovery


In early April 2018, the Materials Research Society held their spring meeting and exhibit at the Phoenix, Arizona convention center. With more than 110 symposium presentations, it was difficult to select which sessions to attend. But one forum caught my eye, “AI for Materials Development”. These days AI seems to be everywhere. As we all speculate about the impact of AI on autonomous driv... » read more

Wafer Demand: Under Pressure But Still Growing


Wafer demand grew 10.7% in 2017 while total semiconductor units grew 13.4%. Due to the tight supply of silicon wafers and increased prices, most manufactures placed an even higher priority on improving yields. The industry’s focus on yield improvements is relentless but especially important when the cost of key input materials is on the rise. In 2017 the semiconductor products that con... » read more

SoC + AI = SiPx


The market for third-party semiconductor intellectual property (SIP) continues to exhibit growth well beyond the (CAGR) Compound Annual Growth Rate for the semiconductor industry. Semico just completed an in-depth analysis and breakdown of the SIP market in a report called Licensing, Royalty and Service Revenues For 3rd Party SIP (SC105-18). The 2017 to 2022 CAGR is projected to be 10.9%, about... » read more

Memory Market: Will History Repeat Itself?


While updating the Semico Fab Database and capital investment projections for 2018, China's investment in memory capacity sparked a lot of discussion at our weekly Semico roundtable. Will China's investment in memory production capacity be successful, or will it just ruin the party for all memory players? Here are some of the highlights of our discussion. Additional data and insights are includ... » read more

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

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