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Date: 17th Apr 2011
Opto, sensors, and discrete semiconductor
revenues to reach $58.3 billion in 2011
IC Insights has reported after unprecedented 2010 increases,
total O-S-D (optoelectronics, sensors and actuators, and
discrete semiconductor) revenues predicted to reach $58.3
billion in 2011
The highlights of the study by IC Insights:
The optoelectronics market growing 11% to $26.4 billion
in 2011, sensor/actuator sales increasing 15% to $8.5 billion,
and discretes dollar volume rising 8% to $23.4 billion this
year.
Sales growth in these three semiconductor market segments
is being driven by strong demand for accelerometers and
gyroscope sensors built with microelectromechanical systems
(MEMS) technology, high-brightness light-emitting diodes
(LEDs), optical-network laser transmitters, CMOS image sensors,
and power transistors, according to the market analysis
in O-S-D Report 2011.
In the strong 2010 semiconductor recovery from the 2009
downturn year, the optoelectronic, sensor/actuator, and
discrete markets racked up impressive gains with combined
O-S-D revenues rising 37% to a record-high total of $52.9
billion (Figure 1).
The 2010 increase was the highest annual growth ever recorded
for total O-S-D sales. Due to a relatively weak recovery
in image sensors, 2010 optoelectronics sales grew "just"
30% to $23.9 billion, which was the fifth largest increase
for this market in three decades. Meanwhile, sensors/actuators
sales surged 45% in 2010 to $7.4 billion, which was the
greatest increase ever for this industry category, while
discretes revenues climbed an astounding 42% to $21.6 billion,
which was the highest percentage growth for this commodity-filled
semiconductor market since the 1970s.
While much of the 2010 increase in O-S-D sales was driven
by the economic recovery and the need to refill depleted
inventories, substantial real market growth occurred last
year--going beyond just making up for lost growth in the
downturn. When the combined effects of the 2009 slump and
2010 recovery are added together, all three O-S-D market
segments exceeded their normal annual average growth rates
in the two-year period (see figure). All three segments
also reached new annual sales records in 2010.

Figure 1
The new O-S-D Report shows seven product categories setting
new sales records in 2010: lamp devices (i.e., LEDs); optocouplers
and switches; pressure sensors; acceleration/yaw sensors;
magnetic-field sensors; power transistors; and rectifiers.
Total sales for all MEMS-based sensors and actuators also
climbed 47% to a new record-high $6.2 billion in 2010. In
addition to new all-time peaks being set again in these
seven product categories and MEMS-based devices in 2011,
IC Insights is forecasting new sales records being reached
in total image sensors, CMOS image sensors, actuators, and
diodes.
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