A Strategic Forecast of the Semiconductor Industry

The semiconductor industry is undergoing an unprecedented number of changes. The electronic systems end market drivers are changing from personal computers to smart phones and tablets. Major consolidation is taking place in the industry particularly in memory. More and more companies are going to Fab lite and fabless companies are rising in importance.  Optical lithography has entered the multi-patterning era and EUV is late. 450mm is on the horizon. Planar transistors are transitioning to 3D FinFETs and FDSOI. New materials are being introduced at an increased pace. DRAM and NAND are facing fundamental barriers to scaling with new solutions needed.

What does all this mean to your company? Do you truly understand these transitions and how they will impact you? This ground breaking report will help you evaluate all this and more.

We have combined IC Knowledge's industry leading modeling capabilities and technology expertise with Linx consulting's technology and materials expertise to produce a fully self-consistent model based view of the industry.

Specifically we have produced a long term trend based semiconductor revenue forecast. The revenue forecast has been converted to wafer requirements by wafer size and product type and the number of fabs required has been forecast. The number of Fabs has been converted to detailed equipment and materials requirements as well as cost forecasts. All of the evaluations have been made utilizing a set of linked models fed from a consistent set of assumptions. The assumptions include technology assumptions primarily driven by the ITRS. 450mm and EUV are factored in as well.

- Chapter 1 - The Semiconductor Market - (available for purchase now)

- Chapter 2 - Foundry Versus IDM - (available for purchase now)

- Chapter 3 - Logic Device Technology - (in final review)

- Chapter 4 - Memory device Technology - (in final review)

- Chapter 5 - Analog and Discrete Devices - (being written)

- Chapter 6 - Silicon Forecast - (being written)

- Chapter 7 - Lithography Forecast

- Chapter 8 - 300mm

- Chapter 9 - 450mm

- Chapter 10 - Packaging

- Chapter 11 - Equipment Market

- Chapter 12 - Materials Market

- Chapter 13 - Wafer Cost

- Chapter 14 - Facility Cost