IC Insights recently released its Mid-Year Update to The McClean Report 2018. The update includes a revised forecast of the largest and fastest growing IC product categories this year. Sales and unit growth rates are shown for each of the 33 IC product categories defined by the World Semiconductor Trade Statistics (WSTS) organisation in the Mid-Year Update.
The five largest IC product categories in terms of sales revenue and unit shipments are shown in. With forecast sales of $101.6bn, (39% growth) the DRAM market is expected to be the largest of all IC product categories in 2018, repeating the ranking it held last year. The DRAM market is forecast to account for 24% of IC sales in 2018. The NAND flash market is expected to achieve the second-largest revenue level with total sales of $62.6bn this year. Taken together, the two memory categories are forecast to account for 38% of the total $428bn IC market in 2018.
For many years, the standard PC/server MPU category topped the list of largest IC product segments, but with ongoing increases in memory average selling prices, the MPU category is expected to slip to the third position in 2018. In the Mid-Year Update, IC Insights slightly raises its forecast for 2018 sales in the MPU category to show revenues increasing five percent to an all time high of $50.8bn, after a six percent increase in 2017 to the current record high of $48.5bn. Helping drive sales this year are AI controlled systems and data sharing applications over the Internet of Things. Cloud computing, machine learning, and the expected tidal wave of data traffic coming from connected systems and sensors is also fuelling MPU sales growth this year.
Two special purpose logic categories, computer and peripherals, and wireless communications, are forecast to round out the top five largest product categories for 2018.
Four of the five largest categories in terms of unit shipments are forecast to be some type of analogue device. Total analogue units are expected to account for 54% of the total 318.1bn IC shipments forecast to ship this year. Power management analogue devices are projected to account for 22% of total IC units and are forecast to exceed the combined unit shipment total of the next three categories on the list. As the name implies, power management analogue ICs help regulate power usage and to keep ICs and systems running cooler, to manage power usage, and ultimately to help extend battery life, essential qualities for an increasingly mobile and battery-powered world of devices.