Report Contents and Summaries
The McClean Report offers a broad look at the integrated circuit industry. The original 490-page study (monthly updates provide another 500-plus pages of information) is separated into 16 sections. About 400 tables, graphs, and illustrations in the original report clearly describe various market dynamics (another 400 tables, graphs, and illustrations are included in the monthly updates).
Besides sections covering worldwide IC market conditions and economic issues, there are chapters dedicated to each of the major IC product segments. Likewise, trends pertaining to capital spending and fab capacity, as well as technology developments and packaging, can be found in other sections of the report.
Links to summaries of each section in the report are provided below.
2. Global IC Industry Outlook and Cycles
3. Leading IC Suppliers and Foundries
4. Capital Spending and Capacity Trends
5. Market Summary by Device Type
6. Memory Market Overview
7. Flash and Other Non-Volatile Memory
8. DRAMs and SRAMs
9. Microcomponent Market Overview
10. Microcontrollers and DSPs
12. ASIC Market Overview
13. Analog Market Overview
14. Technology Trends
15. Packaging Trends
16. IC Economic Issues
The executive summary serves as an introduction to The McClean Report. It highlights the major issues that are detailed in the report to give the reader an idea for what to expect in the sections that follow.
Electronic Industry Interdependence. This section starts by examining the relationship between the electronic systems market and the IC market, as well as how the IC market depends on the health of two smaller but important segments---the semiconductor equipment market and the semiconductor materials market.
Global Economics. The world and regional GDP environments are discussed and compared to the semiconductor market environment. In addition, regional electronic systems production statistics are provided and the effects of currency exchange rates on the electronic systems and semiconductor markets are covered.
Global Semiconductor Market Review and Forecast. An extensive historical review and five-year forecast through 2017 of the worldwide semiconductor market is provided. The forecasts are presented in terms of dollars, unit shipments, and average selling price, as well as by region and electronic system type. Forecast assumptions are also presented.
Who and where are the world's leading suppliers of ICs? Find the answers in this section. The top 50 IC suppliers, top 50 semiconductor suppliers, and top 50 fabless IC suppliers are shown for 2011 and 2012.
In addition, a significant amount of coverage is included on IC foundries and the increasingly important role they play in the IC industry.
Capital spending and fab capacity levels are an important indicator of health in the semiconductor industry. As in many business situations, overspending leads to overcapacity, which leads to an imbalance in supply and demand. Therefore, it is useful to track spending (or production) and capacity trends in the industry.
Worldwide Capital Spending. In addition to a review and forecast of worldwide spending, rankings of the world's biggest spenders are provided. Spending levels within each of the world's geographic regions are compared to show which areas are most aggressive in advancing production capabilities and adding capacity. Spending by IC product type is also covered.
Capital Spending Cycles. While the pronounced cycles of the semiconductor market are well documented, this section shows that capital spending trends are even more volatile. Also shown is how closely changes in capital spending and IC average selling price have tracked over the past two decades.
Worldwide IC Capacity and Production. Capacity and production statistics include die-per-wafer trends, wafer start trends, capacity utilization rates, and revenue-per-wafer trends.
This section includes a detailed review and forecast (2010-2017) of each IC product category (e.g., data conversion ICs, standard cell ASICs, MPUs, DRAMs, etc.). The details include dollar volumes, unit shipments, and average selling prices. In addition, the average annual growth rates for each category are listed.
This section provides a brief summary of the MOS memory IC market and the various volatile and non-volatile memory products that make up the category. Trace the MOS memory market's best and worst times over the past few years and note any cyclical patterns through 2017.
Non-volatile memory ICs include ROM, EPROM, EEPROM, and flash memory devices. The unifying characteristic is that they retain their stored information even after system power is removed. ROM and EPROM devices were once the backbone of the non-volatile memory market, but now take a back seat to more versatile flash memory devices. This section examines trends, reviews market, unit shipment, and average selling price data, and highlights technical advances.
The DRAM market continues to be one of the most closely watched of all IC categories. Whether in discrete package form or embedded with other technology, these devices are a critical component in PCs and are found in a growing number of wireless and portable applications. This section examines the historical and forecasted markets, unit shipments, and the all-important average selling prices for both DRAM and SRAM products. DRAM price-per-bit information and DRAM architectures are reviewed.
This section features a high-level review of microprocessors, microcontrollers, and digital signal processors, all which fall under the banner of the microcomponent market. See how each of these segments contributes to the total microcomponent market.
Microcontrollers are among the most ubiquitous of all integrated circuits. From 4-bit to 32-bit devices, microcontrollers are used to control and monitor both simple and extremely complex functions in the home, automobile, and office. This section reviews market, unit shipment, and pricing data and provides a review of the different segments of the MCU market.
Although digital signal processor (DSP) technology is complex and challenging, its advantage lies in the capability to quickly process highly complex functions and algorithms.
From humble beginnings in 1971, microprocessors have emerged to be among the most closely followed of all IC products. Nearly everyone recognizes Intel's dominance in the microprocessor business, but what about processors for mobile devices such as smartphones and tablet PCs? What does Intel's processor roadmap hold in store? Can Intel achieve processor dominance in the market for portable handheld devices or will ARM-based processors continue to gain market momentum? Learn IC Insights' take on the MPU market and review our forecast of market size, unit shipments, and average selling price.
The application-specific IC (ASIC) and system-on-chip (SOC) market is an important segment of the IC industry. This section offers extensive coverage of ASIC/SOC market trends. Dollar, unit shipment, and average selling price information is provided for the total ASIC market, as well as for the standard cell, gate array, and PLD sub-segments.
Analog signals can be thought of as those that represent elements and conditions experienced in the "real" world. These include factors such as light, sound, temperature, and pressure. Analog signals are a continuous representation of phenomena in terms of points along a scale. Hype and hoopla surrounding advances in the world of digital ICs often overshadows developments in the analog IC business, but as noted in this section, the analog market continues to play a steady role in the IC industry. Important market, unit shipment, and pricing data for the overall analog market and for individual segments within this market (e.g., amplifiers, interface, comparators, etc.) are provided.
The success and proliferation of the integrated circuit since its discovery in the late 1950s has been due to the ability of manufacturers to continue offering more for the money. This ability to reduce the cost of ICs per performance has been driven by the continuous and rapid development of new and improved process technologies. Section 14 covers a variety of process technology related trends, such as the advanced lithography methods needed to continue shrinking chip geometries, new interconnect schemes, strain engineering for improved performance and lower power consumption, 3D integration, novel transistor structures, and the migration to larger wafers.
The assembly and packaging of ICs no longer takes a back seat to front-end processing. For most new IC products, packaging is an integral part of the chip design and production process; it is no longer just a simple, final step in the chip supply chain. As a result, accelerating demand for smaller, faster, yet less expensive products is pressing the packaging industry to keep pace with advancements in IC process technology.
This section provides an IC unit shipment forecast by package type (e.g., SO, FP/CC, BGA, wafer-level, bare die, etc.) and data showing how packages have evolved from simple cookie-cutter type packages to highly sophisticated and customized solutions. Details are provided on the ball-grid array, chip-scale package (CSP), bare die or direct-chip attach (DCA), wafer-level packaging, and multichip package (MCP) technologies, including stacked-chip packages.
Minimizing costs is the primary driving force in the IC manufacturing industry. Advances in technology are needed to satisfy the requirements of leading-edge electronic systems. However, when an IC producer is confronted with the choice of using the most advanced technology or keeping costs under control, the decision almost always leans toward minimizing costs. This section covers several trends relating to the cost of designing and manufacturing ICs, such as R&D costs, IC fabrication facility costs, wafer costs, defect density and yield, and packaging costs.