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IC Insights Articles
Advances in logic IC process technology move forward
The advancement of the IC industry hinges on the ability of IC manufacturers to continue offering more performance and functionality for the money. As mainstream CMOS processes reach their theoretical, practical, and economic limits, lowering the cost of ICs (on a per-function or per-performance basis) is more critical and challenging than ever.
Taiwan maintains largest share of global IC wafer fab capacity
In a recently released report from, IC Insights, entitled: ‘Global Wafer Capacity 2019-2023’, the company provides in-depth detail, analyses, and forecasts for IC industry capacity by wafer size, process geometry, region, and product type through 2023. The graph below shows the worlds installed monthly wafer production capacity by geographic region (or country) as of December 2018.
China IC production forecast to show a strong CAGR
China has been the largest consuming country for ICs since 2005, but large increases in IC production within China have not immediately followed, according to data presented in the new 500-page 2019 edition of IC Insights’ ‘McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry’ (released in January 2019).
Semiconductor R&D spending will step up after slowing
The semiconductor business is defined by rapid technological changes and the need to maintain high levels of investment in research and development for new materials, innovative manufacturing processes for increasingly complex chip designs, and advanced IC packaging technologies.
GDP growth an increasingly important driver of the IC market
The data analytics company, IC Insights, is in the process of completing its forecast and analysis of the IC industry and will present its new findings in The McClean Report 2019, which will be published later this month. Among the semiconductor industry data included in the new 500-page report is an analysis of the correlation between IC market growth and global GDP growth.
Semiconductor unit shipments exceeded one trillion in 2018
Annual semiconductor unit shipments, including integrated circuits and optoelectronics, sensors, and discrete (O-S-D) devices grew 10% in 2018 and surpassed the one trillion unit mark for the first time, based on data presented in the new, 2019 edition of IC Insights’ McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry.
Semiconductor marketshares surged over past ten years
As 2019 gets underway, IC Insights is in the process of completing its forecast and analysis of the IC industry and will present its new findings in The McClean Report 2019, which will be published later this month. Among the semiconductor industry data included in the new 400+ page report is an analysis of the top-50 semiconductor suppliers.
Value of semiconductor mergers and acquisitions falls considerably
Set to be published and presented later this month in The McClean Report 2019, IC Insights is in the process of completing its forecast and analysis of the IC industry. Among the semiconductor industry data included in the new 400+ page report is an analysis of semiconductor merger and acquisition agreements.
China drove pure-play foundry growth in 2018
IC Insights is in the process of completing its forecast and analysis of the IC industry and will present its new findings in The McClean Report 2019, which will be published later this month. Among the semiconductor industry data included in the new 400+ page report is an in-depth analysis of the IC foundry market and its suppliers.
DRAM growth tops industry ranking in 2018
The analysis company, IC Insights is in the process of revising its forecast and analysis of the IC industry and will present its new findings in The McClean Report 2019, which will be published in January 2019. Among the revisions is a complete update of forecast growth rates of the 33 main product categories classified by the World Semiconductor Trade Statistics organisation (WSTS) through the year 2023.
Nine top-15 2018 semi suppliers forecast double-digit gains
The November Update from IC Insights’ to the 2018 McClean Report, includes a discussion of the forecasted top-25 semiconductor suppliers in 2018 (the top-15 2018 semiconductor suppliers are covered in this research bulletin). The Update also includes a detailed five-year forecast of the IC market by product type (including dollar volume, unit shipments, and average selling price).
Outlook remains bright for automotive electronics growth
Despite some high-profile setbacks with autonomous vehicles, auto electronic systems growth projects well, and remains a hotbed for semiconductor growth.
Optoelectronics, sensors, actuators and discretes climb again
With tight supplies of widely used power transistors and diodes driving up prices and new optical-imaging applications moving into more systems, the diverse marketplace for optoelectronics, sensors and actuators, and discrete semiconductors (O-S-D) is on pace to grow by 11% for the second year in a row in 2018 and set a ninth consecutive record-high level in combine annual revenues worldwide.
Quarterly growth slows for IC market
IC Insights’ November Update to The 2018 McClean Report has presented an in-depth analysis and detailed five-year forecast for the IC industry, which is expected to enter a period of cyclical ‘cooling’ after an extended period of very strong growth.
Advanced technology key to strong foundry revenue per wafer
The average revenue generated from processed wafers among the four biggest pure-play foundries (TSMC, GlobalFoundries, UMC, and SMIC) is expected to be $1,138 in 2018, when expressed in 200mm-equivalent wafers, which is essentially flat from $1,136 in 2017, according to a new analysis by IC Insights.
DRAM market braces for slower growth
In its September Update to The 2018 McClean Report, IC Insights has disclosed that over the past two years, DRAM manufacturers have been operating their memory fabs at nearly full capacity, which has resulted in steadily increasing DRAM prices and sizable profits for suppliers along the way.
China to account for 90% of pure-play foundry market growth
As a result of a 51% forecasted increase in the China pure-play foundry market this year, China’s total share of the 2018 pure-play foundry market is expected to jump by five percentage points to 19%, exceeding the share held by the rest of the Asia-Pacific region, according to IC Insights’ September Update to The McClean Report.
Seven products set to exceed 16% growth rate in 2018
In its Mid-Year Update to the 2018 McClean Report, IC Insights updated its forecast of sales growth for each of the 33 major IC product categories defined by WSTS. IC Insights now projects that seven product categories will exceed the 16% growth rate expected from the total IC market this year.
Microcontroller sales set to soar, says IC Insights
Microcontroller (MCU) sales are on the march, says IC Insights. The market is expected to continue hitting record-high annual revenues through 2022. In 2017 systems manufacturers stepped up purchases of microcontrollers in 2017 with unit shipments surging 22% and strong growth looks set to continue this year.
Samsung extends its no 1 ranking and sales lead over Intel to 22%
IC Insights released its August Update to the 2018 McClean Report earlier this month. This update included a discussion of the top 25 semiconductor suppliers in 1H18 (the top-15 1H18 semiconductor suppliers are covered in this research bulletin) and Part 1 of an extensive analysis of the IC foundry market and its suppliers.