Gartner Research

Forecast Analysis: Semiconductor Silicon Wafers, Worldwide, 2011-2016, 1Q12 Update

Published: 26 March 2012

ID: G00231679

Analyst(s): Takashi Ogawa , Klaus Rinnen

Summary

Semiconductor silicon wafer demand continues to feel negative impacts from sluggish electronics demand attributed to economic uncertainties and weak semiconductor consumption by major industries. Annual demand will see a 5% decline in 2012, but a seasonal recovery is expected in the second half.

Table Of Contents

Assumptions

  • General Assumptions
    • Macroeconomy
    • Semiconductor Device Forecast
    • Capital Spending Forecast
    • Fab Capacity
    • Semiconductor Inventory
    • Fab Utilization Perspectives
  • Silicon Wafer Market
    • Wafer Area Demand Forecast
    • Test/Monitor Ratio
    • Wafer Inventory
    • Purchasing Momentum
  • Wafer Area Price Matrix
    • Wafer Vendors' Capacity/Capital Spending
    • Polysilicon Supply Condition
    • Supply-and-Demand Balance

Analysis

  • Forecast Overview
    • Key Changes in 1Q12 Forecast
  • Forecast Commentary by Diameter
    • 300 mm Wafers
    • 200 mm Wafers
    • Small-Size Wafers
  • Silicon Forecast Scenarios
    • Alternative 1
    • Alternative 2

Market Model

  • Forecast Components
    • Wafer Area Demand Forecast
    • Wafer Area Price Matrix
  • Influencing Factors
    • Macroeconomy
    • Semiconductor Device Forecast
    • Semiconductor Device Process Technologies
    • Capital Spending
    • Fab Capacity
    • Semiconductor Inventory
    • Semiconductor Device Manufacturing Demand
    • Fab Utilization Perspectives
    • Test/Monitor Ratio
    • Wafer Demand for Device Manufacturing
    • Wafer Inventory
    • Wafer Vendors' Capacity/Capital Spending
    • Polysilicon Supply Condition
    • Supply-and-Demand Balance
    • Purchasing Momentum
  • Connections
    • Semiconductor Device Forecast > Wafer Demand for Device Manufacturing
    • Semiconductor Manufacturing Demand > Fab Utilization Perspectives > Wafer Demand for Device Manufacturing
    • Capital Spending > Fab Capacity > Wafer Demand for Device Manufacturing
    • Wafer Vendors' Capacity/Capital Spending > Supply-and-Demand Balance > Wafer Area Price Matrix
    • Supply-and-Demand Balance and Wafer Inventory > Purchasing Momentum > Wafer Area Demand Forecast

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