Semiconductors

Every facet of the semiconductor industry analyzed in detail, from raw materials and wafer fabrication through forecasts of end market consumption.


Insights

Analyst Insights View All (1,684)

Wayne Lam | September 21, 2016
After months, if not years, of whispers about a significant LTE thin modem design win, Intel’s 3rd generation XMM7360 CAT-9 modem was discovered inside certain models of the latest Apple iPhone 7 and 7 Plus. This was the first time since the iPhone 4 in 2010 that Intel (then Infineon) had a design win in the premier smartphone brand; back in a time when the iPhone was still a carrier exclusive device to AT&T. While not a complete displacement of the existing Qualcomm thin modem slot, this design win nevertheless represent a significant come-back story for the troubled mobile unit of Intel and instant makes Intel a viable competitor in the LTE modem space. Earlier this year, Intel made a strategic shift away from their mobile SoC product portfolio as the company re-organized to focus on key revenue generators like microprocessors for PCs and servers. While the exit of the mobile x86 SoC represents an implicit acknowledgement of the dominance of mobile computing using ARM architecture in the marketplace, Intel was not ceding the market opportunities in the communication chips required for IoT as well as the 5G (see May 2016 Market Insight). The thin modem win in the Apple iPhone 7 represents a huge moral victory for the semiconductor bell weather as it gears up for a long battle ahead in 4G LTE and 5G modem futures.

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The Automotive Semiconductor Intelligence Service offers a complete examination of the semiconductor market for automotive electronics including competitive analyses of the top suppliers and purchasers.
Comprehensive coverage of sensor technology used in the automotive industry including analysis of the current and future market opportunities.
Offers data and insight to help our customers understand the complicated electronics supply chain in China, find business opportunities and identify potential Chinese clients. Our analysis also inlcudes market development trends, market size and market share of major players.
Market forecasts on wireless technology adoption, highlighting key shifts that will occur in the high-speed wireless landscape, focused on Ethernet, Wi-Fi and Classic and Smart Ready Bluetooth®.
This service, combining strategic analysis and real-time forecasts for units, average selling prices, and revenue, provides clients with the insight covering all the key aspects of the DRAM market.
This service provides a comprehensive look at the Data Flash (NAND) memory market and examines its technologies, their respective applications, supply/demand dynamics, as well as device pricing by density.
Complete examination of the semiconductor market for industrial electronics including competitive analyses of the top suppliers and purchasers.
The role of packaged LEDs is expanding in today’s world. From their traditional usage in consumer products, they are now found in growing list of applications including automotive and residential lighting. As this expansion provides avenues for new growth opportunity, the market becomes more competitive and dynamic. To thrive in this swiftly changing environment, you’ll need market information from a trusted, experienced source.
Provides accurate analysis and deep insight of the key metrics of relevant players in low-power wireless systems and technologies.
Comprehensive insight and analysis on microelectro-mechanical systems (MEMS) sensors used in smartphones, wearables and consumer electronics
Comprehensive coverage of the microelectro-mechanical systems (MEMS) and sensors market including analysis of the leading and potential applications using the technology
This service provides insights on the impacts of these changes to the mobile and embedded memory market and tracks the performance of each supplier in terms of revenue, unit shipment and emerging technologies.
Mobile Device Electronics Intelligence quantifies the market for all semiconductor and cellular technologies driven by the mobile device industry spanning devices to infrastructure. It includes detail on the available market by device shipment volume and revenues as well as semiconductor device type (i.e. logic ASSP/ASIC, memory, analog ASSP/ASIC, etc) consumed by each segment of the total wireless industry.
The Power Semiconductor Intelligence Service provides clients with continuously updated insights and analysis of the power management semiconductor segment to position themselves against their competitors and gain the insight and tools necessary to reach their growth target.
Comprehensive and flexible semiconductor and equipment forecast and analysis by geographical region and key vertical markets.
Competitive analysis of the worldwide semiconductor market by company, product category and region
As the global handset market increasingly becomes dominated by smartphones, market dynamics are driving divergent requirements across multiple tiers of devices. Smartphone Electronics Design Intelligence captures market drivers on both a global as well as OEM level enabling rapid analysis and implementation of strategic and tactical initiatives.
This service provides comprehensive coverage of the storage market for both component vendors and users of storage devices by examining the significant trends and technologies impacting the industry.
The explosive demand in wireless devices represents significant opportunity for the semiconductor industry. The Wireless Semiconductor Competitive Intelligence Service provides deep insight and analysis on the rapidly shifting core chipset supplier landscape across a range of mobile devices from wireless infrastructure, mobile broadband devices and handsets. Metrics offer extremely detailed semiconductor supplier market shares by end application, wireless function and technologies.

Reports

Reports View All (87)

  • Mike Howard, Clifford Leimbach, Dee Robinson | September 20, 2016
    Offers analysis of real-time cost and pricing, inquiries into overall market conditions, and insights into the impact and implication of trends on various end applications for DRAM.
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  • Fang Zhang | September 16, 2016
    Storage Space Market takes a look at HDD manufacturers’ unit shipment history by applications, average HDD capacity, and total capacity shipped and provides forecasts going forward.
    Subscribers Only
  • Mike Hornung | September 07, 2016
    The Packaged LED - Lighting report is a market brief within the LED Intelligence Service, covering the packaged LED market for LED lighting products. It also includes the market shares of top suppliers.
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Data

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  • Tom Hackenberg | September 22, 2016
    The IHS Microcontroller Market Tracker is a unique service that provides quarterly guidance on this extremely valuable and competitive market. Whether you design, manufacture or distribute MCUs, the IP at their core, the tools to design them or the software that gives them purpose, this report is essential for a competitive understanding of the entire microcontroller ecosystem.
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  • Alice Tao | September 20, 2016
    The one "must buy"tracker in the LED industry, providing extensive details on LED supply, demand by application and die size, MOCVD shipments and share, LED and MOCVD supply/demand.
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  • Len Jelinek | September 20, 2016
    The IHS Pure Play Foundry Market Tracker will provide the latest information on strategies and partnerships of the key players within the industry while providing opinions for manufacturers to consider.
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Analysts View All (34)

  • Icon Vice President & Chief Analyst
    Dale Ford is a well-respected industry analyst with years of experience producing award winning market research. At IHS, Ford manages the research teams responsible for competitive analysis, forecasting, and supply/demand research of the electronics, semiconductor and electronics components industry.
  • Icon Senior Director, MEMS & Sensors
    Jérémie Bouchaud is unique to the MEMS industry – his breadth of MEMS device and application knowledge is unmatched, particularly in terms of automotive, consumer markets and RF MEMS.
  • Icon Senior Director, Semiconductor Manufacturing
    Len Jelinek has focused his research on capacity management and technology transitions within the semiconductor industry. He works with clients to access individual corporate strategies that may be impacted by additional wafer manufacturing capacity in China as well as other global locations.
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