200mm Wafer Demand to Grow Over 5% in 2016
March 28, 2016 | Semico ResearchEstimated reading time: 2 minutes
As we close the books on 2015 and look out to 2016, the scenario includes a weak semiconductor revenue growth rate, but continued increased unit shipments, which means continued growth in wafer demand. However, the wafer demand growth includes some dynamic changes in the detailed breakout by technology and wafer size.
The newly-released Semico Wafer Demand Model reports that total wafer demand in 2015 grew 4.8% driven by unit growth at both ends of the technology spectrum. While the most advanced foundries were introducing 14/16nm FinFET products, More than Moore devices continued to demand additional 200mm wafers. 300mm wafer demand grew at 6.8% in 2015, while 200mm wafer demand grew 4.4%.
"In 2015, the foundries rolled out their first generation 14nm/16nm FinFET processes which suffered from the normal ramp challenges," said Joanne Itow, Managing Director Manufacturing for Semico. "However, as process improvements are integrated into the fab floor, productivity and yields are going to increase throughout 2016."
The Semico Wafer Demand Model incorporates a lower yield rate initially during the ramp of new technologies such as 14/16nm FinFET, which temporarily pushed up wafer demand for the most advanced application processors in 2015. On the other side of the technology spectrum, mature processes for analog products such as RF and power management continue to be in high demand.
In 2016, analog wafer demand is expected to increase 10%, while sensor and discrete wafer demand is expected to grow by over 8%. New products in the Internet of Things category, such as wearables and home automation, will help boost sensor unit sales. Growth in the automotive sector as well as in industrial applications, including agriculture, is expected to continue as the semiconductor usage for these applications increases. In 2016, 300mm wafers will continue on a growth path registering over 8% growth while 200mm wafer demand will grow at over 5%.
Semico Research's recent report, Wafer Demand: Q4 2015 Data and Highlights, provides wafer demand data with an accompanying summary write-up of the forecast highlights and major changes. The database provides a five-year forecast of wafer demand by technology for the overall market as well as for major product categories, including:
- DRAM
- NAND
- NOR
- SRAM
- Other Non-Volatile
- Microprocessors (MPU)
- Microcontrollers (MCU)
- DSP
- Communication MOS Logic
- Computing MOS Logic
- Programmable Logic/Standard Cell/Gate Array
- Analog
- Discrete
- Optoelectronics
The data output from the Semico Wafer Demand Model has been converted from a 200mm wafer equivalent to a 300mm wafer equivalent. The first report to transition to a 300mm base was released in September 2015.
About Semico
Semico is 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.
Suggested Items
SiPearl: Partnership with Samsung Electronics for built-in HBM in Rhea
05/14/2024 | BUSINESS WIRESiPearl, the company building the high-performance low-power European microprocessor for HPC and AI inference, has signed a partnership with Samsung Electronics Co. Ltd., a world leader in advanced memory technology, to equip its Rhea series with Samsung’s advanced memory solution ideal for HPC and AI applications.
ispace EUROPE, CDS Sign Payload Service Agreement to Transport Precise Location Measurement Technology to the Moon
05/14/2024 | BUSINESS WIREispace EUROPE S.A., the Luxembourg-based subsidiary of ispace, inc., and Control Data Systems SRL (CDS) have signed a payload services agreement to transport precise location measurement equipment to the Moon, the two companies announced.
MerlinTPS Partners with Bluespec to Provide Urgently Needed GPS Augmentation and Backup Without Satellites
05/14/2024 | Globe NewswireThis collaboration enables the two companies to bring to life the next phase of MerlinTPS’ next-gen platform, which is capable of providing positioning, navigation, timing (PNT) and geospatial radio frequency data.
Stefanik’s Advocacy Leads to Biden Administration Revoking Communist Chinese Huawei’s Export Licenses
05/14/2024 | Elise StefanikCongresswoman Elise Stefanik announced that following her advocacy the Biden Administration revoked export licenses that allowed American company Intel to supply Communist Chinese spy company Huawei with semiconductors.
Kevin O’Buckley to Lead Foundry Services at Intel
05/14/2024 | Intel CorporationIntel Corporation announced the appointment of Kevin O’Buckley as senior vice president and general manager of Foundry Services, the customer service and ecosystem operations division of Intel Foundry. O’Buckley starts today and becomes a member of Intel’s executive leadership team reporting to CEO Pat Gelsinger.