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Mar 12 2018

2018 Semiconductor Market Forecast --The Semiconductor Market is Going through a Big Shuffle

 Warm hints: The word in this article is about 2800 words and  reading time is about 13 minutes.

Summary

This paper is mainly about the semiconductor market forecast in 2018.Actually, the semiconductor market is going through a big shuffle.2017 has gone,perhaps because of a year's suffocating, chip manufacturers have been doing things at the end of 2017. Let's learn about it with a little bit of semiconductors market in 2018.

Article core2018 semiconductor market forcastFeature
The chip will begin to commercialize gradually
English namesemiconductor marketCatagorySemiconductor

Catalogs

Catalogs
I.Review 2017 Semiconductor Market2.5 The proportion of the top ten enterprises in the world semiconductor industry in 2017
II.Review Global Semiconductor Rankings in 20172.6 The world semiconductor industry in 2017 ten large enterprises in the top three enterprises
2.1 The change in the ranking of the top ten Semiconductor Manufacturers in 2017III."Cross boundary" is a trend
2.2 The regional distribution of the top ten enterprises in the world semiconductor industry in 2017IV.Research and Develop Automatic Driving Chip, Obtain Road Test Qualification
2.3 The distribution of the business nature of the top ten enterprises in the world semiconductor industry in 2017V.Aim at AI chip and Seize the Height of Artificial Intelligence Processor
2.4 The growth range of the top ten enterprises of the 2017 world semiconductorVI.Global Semiconductor Market Outlook in 2018



Introduction

I.Review 2017 Semiconductor Market

On the manufacturing side, Qualcomm abandoned Samsung's choice of TSMC to substitute for 855, and apple used Intel and the coalition to replace Qualcomm to take its own baseband order... On the product, high Qualcomm joint Microsoft made "mobile" PC, and Apple plans to build a A11 - based laptop... At the same time, there is more information. And on the basis of the news, we have found some interesting phenomena.

High Qualcomm and apple are straddling the border: the semiconductor market is undergoing a big shuffle.

High Qualcomm and apple are straddling the border: the semiconductor market is undergoing a big shuffle

II.Review Global Semiconductor Rankings in 2017

According to Gartner, in 2017, the sales revenue of the world semiconductor industry was 419 billion 700 million US dollars, up by 22.2% compared with the same period last year, of which the pulling function of the memory chip is indispensable, occupying more than 2/3 of the global semiconductor industry's revenue growth.

Global Top ten Semiconductor Manufacturers in 2017

Global Top ten Semiconductor Manufacturers in 2017

2.1 The change in the ranking of the top ten Semiconductor Manufacturers in 2017

From the data published by Gartner,Samsung finally topped the global semiconductor list in 2017, Intel finally fell down from the monopoly of 25 years on the throne, came in second. Hynix SK from 2016 fourth rise to third micron, the fastest rising, rising from sixth in 2016 to fourth, WD from 2016 did not enter the top ten in 2017, jumped up to ninth. Back in 2017 the top ten enterprises in the ranking of enterprises: Intel from 2016 to second after the first pass, from 2016 third after to fourth, Broadcom from 2016 fifth to sixth by 2016 ninth, NXP back to tenth. In 2016, the tenth co - hair Department had fallen out of the top ten.

  • 2.2 The regional distribution of the top ten enterprises in the world semiconductor industry in 2017

In 2017, the top ten enterprises in the world semiconductor industry were distributed: 5 in the US, 50%, 2 in Korea, 20%, and 1 in Singapore, Japan and Europe, accounting for 10%.

  • 2.3 The distribution of the business nature of the top ten enterprises in the world semiconductor industry in 2017

Among the top ten enterprises in the world semiconductor industry in 2017, 8 were IDM enterprises, and 2 Fabless enterprises (high Qualcomm and Broadcom). 2017 is a Fabless type enterprise NVIDIA (Nvidia) revenues amounted to $9 billion 228 million, somehow did not enter the top ten (in ninth).

  • 2.4 The growth range of the top ten enterprises of the 2017 world semiconductor

In 2017, the growth of the world semiconductor industry increased by 22.2%, mainly from the memory product market, and the demand expansion was very fast. The capacity of the world's semiconductor industry has not yet expanded and it is in the top three hands. So the market is in short supply, which leads to the soaring price of memory. Among them, NAND Flash has a 17% increase in price, and a 44% increase in DRAM memory chip. In order to enable the memory manufacturers: Samsung Semiconductor grew 52.6%, an increase of 79% micron Hynix SK, an increase of 78.1%, growth of Toshiba 29.2%.

On the contrary, in the world semiconductor market, the data center processor increased by 6% in 2017, and the PC processor increased by 1.9%, making Intel only grow 6.7%. But in 2017 the world top ten semiconductor companies, Fabless companies Broadcom's year-on-year growth of 10.7% and 17.1%, to prove the market Everbright (currently the Qualcomm Corp management has some difficulties, so the new proposed Broadcom for $130 billion takeover of Qualcomm Corp. There is no fruit for the time being). Western data and Toshiba jointly entered the memory chip business, which benefited from 120.2% in 2017, and first entered the top ten enterprises in the world's semiconductor industry.

  • 2.5 The proportion of the top ten enterprises in the world semiconductor industry in 2017

The world semiconductor industry in 2017 ten big business revenue amounted to $245 billion 302 million, an increase of 32%, compared with 2016 growth of the top ten enterprises to enhance the rate of 23.9 percentage points; in 2017 accounted for 58.4% of the total value of global semiconductor, than in 2016 the top ten enterprises accounted for 2.6 percentage points.

  • 2.6 The world semiconductor industry in 2017 ten large enterprises in the top three enterprises

The world semiconductor industry in 2017 ten large enterprises in the top three enterprises (Samsung, Intel, Hynix) accounted for 59.20% of the top ten enterprises (nearly 60%), accounted for 34.7% of the total share of the global semiconductor industry, the semiconductor industry that the world is moving towards "more constant" and "constant strong" the monopoly position of development. South Korea's Samsung and Hynix companies are valued at $87 billion 524 million, accounting for 35.7% of the top ten companies, accounting for 21% of the global semiconductor's total value. The United States 5 entrepreneurs (Intel, micron, Qualcomm, Texas Instruments, WD) amounted to US $120 billion 824 million, accounted for 49.3% of the top ten enterprises (nearly half), accounted for 28.8% of the total share of the global semiconductor.

Let's see a video about 5 Financial News Story of 2017: Semiconductor Industry.

This video is about five financial news story of 2017 in semionductor industry.


Detail

III."Cross boundary" is a trend

As mentioned at the beginning of this article, Qualcomm announced the Always Connected plan in the end of 2017, which is going to launch a long life and portable laptop connected to the PC giant based on Xiaolong platform, and intends to extend the advantages of mobile terminals to PC. Soon after that, some friends announced that Apple would use A11 to replace the current Intel processor and launch a A11 - based laptop product. Among them, with the help of high Qualcomm, ARM is also hard to brush a sense of existence in the PC market.At the same time, although Intel has abandoned the market occupation of mobile terminal processor brain, it is trying to bring its communication chip into the mobile terminal market, such as XMM 8060, XMM 7560 and so on.

All the time, in the division of the processor market, Qualcomm, ARM, apple and so on are the players in the mobile end processor market, and the PC side is the world of Intel. All the time, the former echelon has been in his own field, and the latter is to fail in the field of others. Therefore, we are not surprised about the action of Intel in the mobile terminal market. After all, this market is "eternal pain" in its mind, but the action of Qualcomm and apple is a bit amazing.

For its own planning, Qualcomm has attributed the cause to "5G". With the coming of 5G era, PC has become a trend of "convenience" like mobile phones, and their crossover product design is also compared with 5G. In fact, "crossover" is not only the intersection of PC and mobile terminal processors, but also the rise of AI. In order to catch up with the trend and not be abandoned by the market, "crossover" is a common practice and must be done for chip manufacturers.

"Cross boundary" is a trend

"Cross boundary" is a trend

IV.Research and Develop Automatic Driving Chip, Obtain Road Test Qualification

As everyone knows, from the beginning of last year, the autopilot is one of the key applications of artificial intelligence, and NVIDIA based GPU has tasted great sweetness. So how to other manufacturers do not envy? So, many chip manufacturers began the layout of their own in automatic driving layout. Of course, the routines are basically the same - with the traditional auto makers and technology companies to work together to advance the autopilot project.

For example, for example, missed the mobile chip market and the rest for life Intel, following the establishment of automatic driving project and will invest a lot of money, the $15 billion 300 million acquisition of the biggest chip company Mobileye automatic driving field, and is composed of BMW alliance, launched the first 5G Intel Go, the global automatic driving platform for $100 million led the domestic AI start-up horizon...... It can be said that Intel has spent a lot of effort on the layout of autopilot.

At the same time, perhaps to avoid being partners limited by "accident", in addition to the traditional automobile manufacturers or technology companies for cooperation projects, NVIDIA, Qualcomm, apple, Samsung and other chip manufacturers also chose to get automatic driving road test certificate. It is understood that the high Qualcomm or other manufacturers have been preparing for a formal road test.

In addition, we should note that, in the United States, Chinese, South Korea and many other countries have in the policy of gradually relaxing the automatic driving restrictions, coupled with the establishment of the world's first 5G standard, for each chip manufacturers, for them in the automatic driving market discourse and how the "outlet" is approaching.

Global Top ten Semiconductor Manufacturers in 2017

V.Aim at AI chip and Seize the Height of Artificial Intelligence Processor

There are a lot of news in the end of 2017:

In September, HUAWEI released the first mobile terminal AI chip Kirin 970, and apple opened the A11 processor of the artificial neural network engine.

November, AI chip Unicorn company Cambrian issued 5 AI processor, 1 platforms;

In December, Qualcomm issued the 845 processor, and the horizon robot released two special AI processors and Sundays.

...

At the same time, high Qualcomm, Intel and so on are also quietly developing and publishing the AI chip.

If the second half of the field of artificial intelligence. What is the most fiery, it must belong to the "AI chip", as artificial intelligence "brain", from the fundamental point of view, who can take the first step in the winning point, after quite a long period of time, it will be the next Intel PC market "".

According to the preceding column, we can also see that in the era of intelligence, the chip market has been changing imperceptibly, especially in the upstream market.

In the past, the upstream chip market echelon is basically is Intel, High Qualcomm, Samsung and other manufacturers occupied in today, "artificial intelligence" in addition to these "veteran manufacturers" brought a change and expansion of opportunities to more creative enterprises also brought opportunities among the upper echelon, for example, backed by the Chinese Academy of Sciences the Cambrian, the origin of the horizon Baidu robot.

This also means that, along with the artificial intelligence in the spoiler, between the upstream chip manufacturers competition has intensified. For the old chip manufacturers, their complete industrial chain and mature market is a great advantage, and in creating enterprises, innovative thinking and flexible system is also a boost for them to improve. Not to say the occupation of the commanding point, how to grasp the opportunity accurately, better survive in the "storm", which is also the problem that they need to consider.


Analysis

VI.Global Semiconductor Market Outlook in 2018

Obviously, due to the increase of artificial intelligence, the relaxation of policies and the establishment and improvement of infrastructure such as 5G, old chip manufacturers are forced to cross the border, and enterprises are springing up all over the world.

Artificial intelligence, autopilot, smart home, AI chip... For chip makers, these markets are all opportunities, especially for the enterprise.

This year, we see are basically manufacturers on chip testing and officially released next year, these chips or will begin to gradually commercialization, then level away.



Book Recommendation

  • A History of the World Semiconductor Industry (History and Management of Technology) Hardcover – June 30, 1990

The book describes the development of semiconductor manufacture on a worldwide basis, from its early beginnings to date. Its approach is wide-ranging, encompassing early experimental work rooted in nineteenth century science, and it includes a brief historical review of the thermionic valve, which played an important part in the genesis of the semiconductor industry. The contents include a description of the establishment and subsequent development of semiconductor manufacture within the various nation states. Although not a technical treatise, major device types and manufacturing processes used in semiconductor fabrication are outlined. Factors affecting the performance of the industry within the major national participants are discussed, and the relationship of the industry to science and technology is also considered.The book should be of interest to scientists and engineers, technical historians, and indeed anyone with an interest in the development of a modern, all-pervading technology.

--P.R. Morris  (Author)

  • The Essential Guide to Semiconductors 1st Edition

The Essential Guide to Semiconductors is a complete guide to thebusiness and technology of semiconductor design and manufacturing.Conceptual enough for laypeople and nontechnical investors, yet detailedenough for technical professionals, Jim Turley explains exactly howsilicon chips are designed and built, illuminates key markets andopportunities, and shows how the entire industry "fits together."

--Jim Turley (Author)




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1 comment

    • Anna on 2018-3-15 10:01:05

    It seems right that the semiconductor market is going through a big shuffle in 2018 !

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