At recently held event by SEMI semiconductor industry analysts have shared their analytical findings on semiconductor market in 2014.
Robert C. Fry, senior economist at Dupont has forecasted the global GDP growth of 3.1 percent in 2014 up from 2.4 percent in 2013. He finds increasing correlation between global GDP and semiconductor output, with high tech once again growing faster than the economy.
Bill McClean, president of IC Insights said that 2014 will be the first year that communications IC spending surpassed computing IC spending. He forecast 7 percent semiconductor market growth in 2014 to $350.7 billion and called for capital equipment spending of $62.3 billion, 9 percent higher than 2013 ($57.2 billion).
Bob Johnson, research VP at Gartner forecasts the semiconductor equipment markets in 2014 to grow between 16 and 21%. He sees foundries battling IDMs for supremacy in mobility markets, technology shifts on the horizon with the advent of 3D NAND and EUV, and 450mm implementation beginning by end of 2017. Also, Johnson said that by 2017, the dominant semiconductor revenue opportunity in the “Internet of Things” will shift from infrastructure to the “Things,” and that the challenge will be in how to bring thousands of new products to market rapidly and cheaply.
Mark Thirsk, managing partner at Linx Consulting said semiconductor materials demand grows faster than semiconductor unit growth due to process complexity with Patterning, CVD and ALD, and CMP all driving materials demand growth. For the next 3-5 years, 3D packaging and TSV processing are key areas.
Dale Ford, VP and chief analyst at IHS, stated that the semiconductor market growth continues its cyclicality, with September 2012 beginning a new cycle that will peak in the second half of 2014.