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Mainstream semiconductors market will exceed $200 bn by 1999
Mainstream Semiconductors M a r k e t Will Exceed
$200 bn by 1999 According to a new report from Elsevier Advanced Technology, the "Profile of the Worldwide Semiconductor Industry - Market Prospects to 1999" now in its 7th Edition, the total world market for electronic equipment and components in 1994 was USS750 bn - an increase of 12% in current dollar terms. The value of merchant discrete semiconductor sales in 1995 amounted to USS12.2 bn, an increase of 6% over 1995/4; reaching USS16.2 bn by 1999. owever, discretes r e p r e s e n t a steadily decreasing fraction of the total market for semiconductors. The total worldwide IC market increased US$100+ bn over 1995/4, fuelled by continued strong demand from the c o m p u t e r industry and c o m m u n i c a t i o n s sectors com~ bined with strong ASPs for m e m o r i e s and microprocessors. It has b e e n retarded by the shortfall in manufacturing capacity but should sustain "teenage" g r o w t h rates through the second half of the 1990s, exceeding US$200 bn by 1999. The IC market will largely comprise evolutionary developments of existing devices r a t h e r t h a n any radically n e w type. The market has shown excellent g r o w t h but would have done b e t t e r if it w e r e not for capacity short fall. This, however, has b e e n s o m e w h a t c o m p e n s a t e d for by sustained prices for critical components.
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Market drivers Thanks to the d e m a n d f r o m the c o m p u t e r industry microprocessors and m e m o r y products will continue to s h o w the strongest growth, driven as a result of spiralling data processing i n t e n s i v e activities s u c h as multimedia, datacoms and the "Information Superhighway". Other market drivers have included mobile communications and datacoms and the automotive sector, w h e r e the
trend is for increased use of electronlc systems in all areas of the vehicle. Nevertheless, this growth has not b e e n all plain sailing as companies vie for market share in an arena w h e r e d e m a n d massively e x c e e d s supply. PCs, t e l e c o m s and c o n s u m e r are b o o m i n g as the digital revolution pervades voice, data, radio and video media in the office, in the h o m e and in the car. To satisfy demand the industry is seeing u n p r e c e d e n t e d ramping up of capacity with billion dollar fab investments hitting the news almost weekly.
CMOS, BiCMOS, GaAs CMOS remains the clear leader of the IC market and it is not e x p e c t e d to lose share to any other technology for the foreseeable future. If anything, CMOS continues to establish itself as the preferred choice for ever m o r e device types. O t h e r device t y p e s c o n t i n u e to arrive on the market and further sub-divisions are a regular occurrence. BiCMOS for which so m u c h has b e e n anticipated remains a difficult technology and whilst it continues to establish itself in specialist sectors, the only major c o m p o n e n t so far to use BiCMOS is the Pentium. However, this c o m p o n e n t alone accounts for over 90% of BiCMOS device types and has boosted BiCMOS share. Of course, the oft-anticipated decision by Intel to r e v e r t to CMOS for
0912JJ,OO,,6EevcrScienccLt Pa0e491 IVogNo2
Pentium and follow-on generations will have a major impact on the BiCMOS share.
Top 20 Breakdown The annual r e p o r t provides a wealth of information on the competitive semiconductor industry including: • Semiconductor p r o d u c t i o n statistics and real growth • The T o p 20 m e r c h a n t manufacturers of s e m i c o n d u c t o r devices ranked and profiled • Key "second tier" m e r c h a n t company profiles • Overview of worldwide semiconductor industry - Europe, Far East, Japan, N. America The report is available n o w priced £595 (US$950). ISBN l 85617 2635. Coupled with the monthly newsletter, ICs I n t e r n a t i o n a l - n o w available by email delivery - the Profile forms the Semiconductor Information Service from Elsevier Advanced Technology. For more information on these products, please contact: Ryan Sheppard, Elsevier Advanced Technology, PO Box 150, Kidlington, Oxford OX5 IAS UIC Tel~fax: [44] (0) 1865 843000/843971. Email: [email protected]
$200 bn by 1999 According to a new report from Elsevier Advanced Technology, the "Profile of the Worldwide Semiconductor Industry - Market Prospects to 1999" now in its 7th Edition, the total world market for electronic equipment and components in 1994 was USS750 bn - an increase of 12% in current dollar terms. The value of merchant discrete semiconductor sales in 1995 amounted to USS12.2 bn, an increase of 6% over 1995/4; reaching USS16.2 bn by 1999. owever, discretes r e p r e s e n t a steadily decreasing fraction of the total market for semiconductors. The total worldwide IC market increased US$100+ bn over 1995/4, fuelled by continued strong demand from the c o m p u t e r industry and c o m m u n i c a t i o n s sectors com~ bined with strong ASPs for m e m o r i e s and microprocessors. It has b e e n retarded by the shortfall in manufacturing capacity but should sustain "teenage" g r o w t h rates through the second half of the 1990s, exceeding US$200 bn by 1999. The IC market will largely comprise evolutionary developments of existing devices r a t h e r t h a n any radically n e w type. The market has shown excellent g r o w t h but would have done b e t t e r if it w e r e not for capacity short fall. This, however, has b e e n s o m e w h a t c o m p e n s a t e d for by sustained prices for critical components.
H
Market drivers Thanks to the d e m a n d f r o m the c o m p u t e r industry microprocessors and m e m o r y products will continue to s h o w the strongest growth, driven as a result of spiralling data processing i n t e n s i v e activities s u c h as multimedia, datacoms and the "Information Superhighway". Other market drivers have included mobile communications and datacoms and the automotive sector, w h e r e the
trend is for increased use of electronlc systems in all areas of the vehicle. Nevertheless, this growth has not b e e n all plain sailing as companies vie for market share in an arena w h e r e d e m a n d massively e x c e e d s supply. PCs, t e l e c o m s and c o n s u m e r are b o o m i n g as the digital revolution pervades voice, data, radio and video media in the office, in the h o m e and in the car. To satisfy demand the industry is seeing u n p r e c e d e n t e d ramping up of capacity with billion dollar fab investments hitting the news almost weekly.
CMOS, BiCMOS, GaAs CMOS remains the clear leader of the IC market and it is not e x p e c t e d to lose share to any other technology for the foreseeable future. If anything, CMOS continues to establish itself as the preferred choice for ever m o r e device types. O t h e r device t y p e s c o n t i n u e to arrive on the market and further sub-divisions are a regular occurrence. BiCMOS for which so m u c h has b e e n anticipated remains a difficult technology and whilst it continues to establish itself in specialist sectors, the only major c o m p o n e n t so far to use BiCMOS is the Pentium. However, this c o m p o n e n t alone accounts for over 90% of BiCMOS device types and has boosted BiCMOS share. Of course, the oft-anticipated decision by Intel to r e v e r t to CMOS for
0912JJ,OO,,6EevcrScienccLt Pa0e491 IVogNo2
Pentium and follow-on generations will have a major impact on the BiCMOS share.
Top 20 Breakdown The annual r e p o r t provides a wealth of information on the competitive semiconductor industry including: • Semiconductor p r o d u c t i o n statistics and real growth • The T o p 20 m e r c h a n t manufacturers of s e m i c o n d u c t o r devices ranked and profiled • Key "second tier" m e r c h a n t company profiles • Overview of worldwide semiconductor industry - Europe, Far East, Japan, N. America The report is available n o w priced £595 (US$950). ISBN l 85617 2635. Coupled with the monthly newsletter, ICs I n t e r n a t i o n a l - n o w available by email delivery - the Profile forms the Semiconductor Information Service from Elsevier Advanced Technology. For more information on these products, please contact: Ryan Sheppard, Elsevier Advanced Technology, PO Box 150, Kidlington, Oxford OX5 IAS UIC Tel~fax: [44] (0) 1865 843000/843971. Email: [email protected]