Global industrial semiconductor revenue in 2014 totaled $40.4 bln, up from $34.3 bln in 2013

Worldwide industrial semiconductor revenues grew by 18% YTY in 2014, according to IHS Inc. Global industrial semiconductor revenue in 2014 totaled $40.4 bln, up from $34.3 bln in 2013. The YTY increase follows solid growth of 13% in 2013, a decline of 3% in 2012 and 12% growth in 2011. The strong performance achieved in 2014 represents the highest annual growth rate, since the 36% boom in 2010.

Optical Semiconductor delivered the strongest performance, thanks to the continued strength of the LED market. The highest semiconductor device absolute revenue growth from 2014 to 2019 will come from LEDs, which is expected to grow from $6.3 bln to $12.6 bln—stemming from the global general lighting LED lighting boom, with most countries banning incandescent bulbs in 2014. Discrete power transistors, thyristors, rectifier and power diodes are expected to grow from $6 bln to $7.3 bln, due to the policy shift toward energy efficiency. Microcontrollers (MCUs) are also expected to experience robust growth in the long-term, growing from $4.3 bln to $5.8 bln, because of advances in power efficiency and integration features. Out of more than 27 semiconductor segments, 26 achieved increased YTY growth in 2014. All 7 major semiconductor components grew last year, led by optical,analog integrated circuits (ICs), logic ICs, discretes, microcomponent ICs, memory ICs, and sensors and actuators. Both analog ICs and logic application-specific ICs achieved the strongest turnaround in growth, moving from relatively flat growth in 2013 to over 20% growth last year.

CPU market down 10.9% in Q1 2009

Worldwide PC microprocessor shipments in Q1 2009 fell significantly for the second quarter in a row, according to IDC. In Q1 2009, worldwide PC processor unit shipments declined –10.9% from Q4 2008 to Q1 2009, as compared to –17.0% from Q3 2008 to Q4 2008. Unit shipments declined –13.0% from Q1 2008 to Q1 2009. Market revenue declined –11% from Q4 2009 to Q1 2009, as compared to –18.0% from Q3 2008 to Q4 2008. Revenue declined –25.1% from Q1 2008 to Q1 2009.

IEEE 802.15.4 semiconductors to grow 79.6% by 2014

The market for IEEE 802.15.4 semiconductors, in both consumer electronics and commercial markets, is set for significant growth over the next five years as the standard becomes the foundation for a host of applications and systems. That growth will see 802.15.4 chipset shipments grow from nearly 15 mln in 2008 to nearly 499 mln in 2014, a CAGR (Compound Annual Growth Rate) of 79.6% over the period, ABI Research says.

Global semiconductor market to generate $194.5 bln in 2009, 24.1% decline

Worldwide semiconductor revenue is forecast to reach $194.5 bln in 2009, a 24.1% decline from 2008 revenue. The industry is expected to return to positive growth in 2010, growing 7.5%, followed by additional growth through 2012. Even with three years of increased revenue, the semiconductor industry will fail to return to 2008 revenue totals. In 2012, the worldwide semiconductor revenue is projected to reach $253.4 bln, still below 2008 revenue of $256.4 bln, Gartner said.

LCD TV panel sales to grow 20.5% in 2009

The Information Network forecasts array processing equipment to decrease 41% in 2009 following an increase of 30% in 2008. Large-size TFT-LCD panel growth in 2009 will be buoyed by LCD TV and notebook sales. For 2009, 113.3 mln panels will be sold for LCD TVs, up 20.5% from 94.0 mln in 2008. Panels for notebooks will grow slightly faster, up 26.6% to 177.0 mln panels. Panels for monitors will decrease 17.0% in 2009 to 144.9 mln units.

Top semiconductor vendors in 2008

2008
Rank
2007
Rank
Company 2008 Revenue 2008 Market
Share (%)
2007
Revenue
2007-2008
Growth (%)
1 1 Intel 34,187 13.1 33,800 1.1
2 2 Samsung Electronics 17,900 6.8 20,464 -12.5
3 3 Toshiba 10,510 4.0 11,820 -11.1
4 4 Texas Instruments 9,792 3.7 11,768 -16.8
5 6 STMicroelectronics 9,652 3.7 9,966 -3.2
6 5 Infineon Technologies (incl. Qimonda) 8,078 3.1 10,194 -20.8
7 8 Renesas Technology 7,849 3.0 8,001 -1.9
8 11 Qualcomm 6,463 2.5 5,619 15.0
9 7 Hynix Semiconductor 6,400 2.4 9,100 -29.7
10 12 NEC Electronics 5,889 2.2 5,593 5.3
    Others 145,180 55.4 147,586 -1.6
    Total 261,900 100.0 273,911 -4.4
Source: Gartner

Worldwide Semiconductor Capital and Equipment Spending Forecasts

2007 2008 2009 2010 2011 2012
Semiconductor Capital Spending 63,318.6 46,055.9 30,356.1 34,588.8 43,733.2 51,824.0
Growth (%) 5.4 -27.3 -34.1 13.9 26.4 18.5
Capital Equipment 44,743.4 31,055.5 21,204.0 24,957.0 31,363.4 36,482.4
Growth (%) 6.4 -30.6 -31.7 17.7 25.7 16.3
Wafer Fab Equipment 36,004.6 24,867.8 16,642.7 19,351.5 25,009.1 29,727.4
Growth (%) 10.6 -30.9 -33.1 16.3 29.2 18.9
Packaging and Assembly Equipment 5,182.3 3,698.5 2,564.8 3,232.1 3,690.0 3,934.7
Growth (%) -3.7 -28.6 -30.7 26.0 14.2 6.6
Automated Test Equipment 3,556.5 2,489.3 1,996.6 2,373.4 2,664.2 2,820.2
Growth (%) -13.7 -30.0 -19.8 18.9 12.3 5.9
Other Spending 18,575.2 15,000.4 9,152.0 9,605.3 12,242.5 15,103.0
Growth (%) 3.1 -19.2 -39.0 5.0 27.5 23.4
Source: Gartner