Gartner Research

Market Trends: Semiconductor Capital Investment Uncertain as the Internet of Things Comes of Age

Published: 25 March 2014

ID: G00259431

Analyst(s): Bob Johnson


The new hot market of the Internet of Things will have little effect on total semiconductor capital investment by 2020. Investment by semiconductor equipment companies, manufacturers and suppliers will still depend on strength in the smartphone, tablet and PC markets.

Table Of Contents


Market Trend

  • Capital Investment Depends on Continued Growth in a Few Key Segments
  • Alternative Market Scenarios
    • Baseline Scenario
    • Alternative Baseline
    • Internet of Things
    • Capital Investment Scenarios
  • Conclusions

Contrarian View

  • If Consumer Demand for Leading-Edge Technology Continues to Grow at Historical Rates, These Trends Change

Vendors to Watch

  • Intel
  • Other IDMs
  • Foundries
  • SATS Companies
  • Fabless Semiconductor Companies
  • Semiconductor Equipment Companies
  • EDA Companies

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