May 17, 2011 — Bill McClean, IC Insights, discussed supply and demand in his ConFab keynote. Here, he explains that demand is good for the IC industry, thanks to smartphones and tablets. Supply, on the other hand, is relatively tight. IC Insights is forecasting 10% growth for the semiconductor market in 2011.
- Capital spending increase this year: 19% (good increase, but not excessive)
- Unit volume: 9-10% growth
- Average selling price (ASP): 1% increase
McClean also spoke about seismic influences during the keynote. The seismic risk has always been huge for semiconductor manufacturing, McClean notes, as production (66% of global production, 90% of foundry activity) has always taken place in seismically active areas.
More from the ConFab:
- Intel’s take on chip revenue growth, R&D spending, and design scaling
- Bring lithography <11nm with materials, not new steppers, says Brewer Science
- Customers, logic reshaping supplier collaboration landscape
- Connecting investments to industry trends
- Preparing, recovering from the Japan quake: One company’s response and plan
- Silicon Valley upstate: NY’s semiconductor manufacturing ambitions
- 2012 and onward for semiconductor fab managers
- 3D packaging disrupts the IC supply chain
- KLAC: Yields are key to low costs, in traditional chips and emerging LEDs