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). 

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.

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.

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. 

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.

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.

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.

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.

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).

Despite some high-profile setbacks with autonomous vehicles, auto electronic systems growth projects well, and remains a hotbed for semiconductor growth.

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.

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.

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. 

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. 

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.

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 (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.

  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.

The demise of Qualcomm’s pending $44bn purchase of NXP Semiconductors in late July along with growing regulatory reviews of chip merger agreements, efforts by countries to protect domestic technology, and the escalation of global trade friction all suggest semiconductor acquisitions are hitting a ceiling in the size of doable deals. 

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.