Wafer Demand: Good to Grow in 2011
Phoenix, AZ - April 22, 2011-- The foundries are ramping 32nm/28nm production, but that's only one of the reasons wafer demand is forecast to grow at above average rates this year. MEMS and sensors will help to grow wafer demand at the ≥1000nm technology nodes. Microcontroller units are expected to grow by just over 10%, driving up the need for more silicon. And, although DRAM units are expected to grow by only 4-5%, NAND flash units will continue to grow at double-digit rates. All these are top reasons why wafer demand will grow over 10% in 2011.
The earthquake in Japan may have put a damper on growth in the second quarter, but Semico believes the lull in automotive and other markets impacted by the quake will be temporary. Although all production in Japan may not be brought back online by the third quarter, most companies have managed their production, foundry and supplier relationships in order to cover customer demand. Worldwide wafer demand will be strong in the 3rd qarter increasing by 10% over 2nd qarter.
Of course, as Intel remains on their 2-year production/technology cadence, they will already begin 22nm production this year. While Intel introduces their 22nm product line, AMD and others are giving their 32nm/28nm production the red carpet treatment. Although there is still lots of room for productivity improvements at these new nodes, Semico does not expect companies to run into yield issues like those encountered at the 40nm node.
All the data supporting the forecasts above were taken from the Semico Q1 2011 Wafer Demand Report. More detailed wafer demand forecast information can be found in Semico Research's latest release Wafer Demand Summary and Assumptions Q1 2011. The quarterly publication includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2015. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing Micro Logic, Communications, Other Micro Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Digital Bipolar. In addition, there is a four-page summary write-up providing the major assumptions behind the forecast and changes from the previous quarter.
About Semico
We are a semiconductor marketing & consulting research company located in Phoenix, Arizona. Semico was founded in 1994 by a group of semiconductor industry experts. We have improved the validity of semiconductor product forecasts via technology roadmaps in end-use markets. Semico offers custom consulting, portfolio packages, individual market research studies and premier industry conferences.
|
Related News
- 45nm and Below Grabs 24% of Wafer Demand in 2011
- Wafer Demand Outpaces Semiconductor Unit Growth in 2011
- Revenue per Wafer Climbs As Demand Surges for 5nm/7nm IC Processes
- Driven by Accelerating Demand for Leading 5G RF Solutions, GLOBALFOUNDRIES and Soitec Announce RF-SOI Wafer Supply Agreement
- Foundry Revenue Projected to Grow by 14% YoY in 3Q20 as Downstream Clients Exhibit Strong Demand, Says TrendForce
Breaking News
- intoPIX Powers Ikegami's New IPX-100 with JPEG XS for Seamless & Low-Latency IP Production
- Tower Semiconductor and Alcyon Photonics Announce Collaboration to Accelerate Integrated Photonics Innovation
- Qualcomm initiates global anti-trust complaint about Arm
- EnSilica Agrees $18m 7 Year Design and Supply ASIC Contract
- SiliconIntervention Announces Availability of Silicon Based Fractal-D Audio Amplifier Evaluation Board
Most Popular
- Qualcomm initiates global anti-trust complaint about Arm
- Siemens acquires Altair to create most complete AI-powered portfolio of industrial software
- Alphawave Semi Reveals Suite of Optoelectronics Silicon Products addressing Hyperscaler Datacenter and AI Interconnect Market
- EnSilica Agrees $18m 7 Year Design and Supply ASIC Contract
- Rapidus Announces Strategic Partnership with Quest Global to Enable Advanced 2nm Solutions for the AI Chip Era
![]() |
E-mail This Article | ![]() |
![]() |
Printer-Friendly Page |