Gartner Research

Forecast Overview: Semiconductor Foundry Services, Worldwide, 2018

Published: 08 June 2018

ID: G00355914

Analyst(s): Samuel Wang

Summary

The demand increase for application-specific chips, higher semiconductor content in automobiles, and industrial electronics will trigger the foundry industry to grow in midsingle digits from 2018 through 2021. Foundries' technology product management leaders must increase their quality standards.

Table Of Contents
  • Overview
  • Companion Documents

Market Description

  • Increasing Role of the Foundry in the Semiconductor Industry
  • Foundry Growth Has Been Mostly From Mobile Devices With Feature Enhancement
  • ASICs and ASSPs as Chip Drivers of Foundry Growth
  • Foundry Wafer Pricing
  • Advanced Technologies Require Massive Investments in Foundry Fabs
  • Foundry Capacity Expansion on 300 mm Wafers
  • Stratification of the Market Into Three Tiers

Foundational Assumptions

  • Foundry Supply-and-Demand Balance by Technology
  • End-Market Demand
  • Supply Sufficiency
  • Foundry Pricing and Profitability
  • Foundry Demand and Supply Balance
  • Foundry Capital Spending
  • Technology Roadmap

Market Model or Methodology

  • Forecast Components
    • Foundry Shipment Forecast
    • Foundry Wafer ASP Forecast
    • Foundry Revenue Forecast
  • Demand-Side Influencing Factors
    • Macroeconomy
    • Consumer Spending
    • Enterprise Budgets and Spending
    • Business Strategies and Objectives
    • Channel Demand and End-Market Demand
    • Electronic Equipment Production
    • IDMs Become Fab Lite or Fabless
    • IDM/Fabless Market Share Change
  • Supply-Side Influencing Factors
    • Foundry Capital Spending
    • Fab Equipment and IP Lead Times
    • Wafer Capacity by Technology
    • Technology Roadmap
    • Capacity Utilization
    • Foundry Profitability
    • Wafer Cost Structure
    • IDM Becomes New Foundry
    • More ASICs Designed by System Companies
  • Sufficiency Influencing Factors
    • Foundry Supply
    • Foundry Demand
    • Foundry Inventory
    • Foundry Sufficiency

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