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TECHNOLOGY, MEDIA & TELECOMMUNICATION ABSTRACT

Global Manufacturing
Market Tracker
Len Jelinek, Senior Director and Chief Analyst
ACTUALS AND FORECAST Chris Welch, Principal Analyst
Frequency, Time Period The semiconductor industry continues to be the enabler of technology innovations. In
 Annual: 5-year forecasts 2017, the semiconductor industry continued its transformation from an innovative high
revenue growth industry to a consolidated and technology focused industry.
Measures
 Revenue Global connectivity, the internet of things (IoT), wearables, autonomous driving and
next generation communication 5G wireless broadband, continues to provide a
Regions, Markets
framework for technology and revenue growth within our industry but the transitioning
 Worldwide
to real revenue growth within any of these areas of opportunity continues to remain
Detail Level elusive for virtually all of the semiconductor market players.
 Technology
For manufacturers especially the Integrated Device Manufacturer (IDM) significant
 Wafer size
investments in capital and technology must be made in order to develop technology
which will support the emerging market applications.

TECHNOLOGIES COVERED IHS Markit anticipates the industry will remain in transition as companies consolidate in
 Memory order to improve operational efficiencies in order to strengthen financial performance.
 Logic Broad based suppliers of technology that were once the global market leaders will
 Microcomponents continue to be forced to consolidate their technology and focus their product offerings.
 Analog
The IHS Markit Global Manufacturing Market Tracker updates quarterly the latest
 Discrete
information on strategies and partnerships of the key IDM’s as they work to develop
 Other
not only technology but new market opportunities.

Top-10 capital expenditures as a % of the total industry capital


80000 100%

80%
Millions of Dollars ($)

60000
60%
40000
40%
20000
20%

0 0%
2017…
1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

10 largest capital intensive companies Others Top 10 %

Key Issues Addressed Applicable To


• How will the technology transitions • Purchasing
affect analog companies? − Strategic manufacturing
• Will the semiconductor industry analysts
continue to transition to a fabless − Procurement managers
manufacturing model or will the • Suppliers/distributors
IDMs expand their manufacturing − Procurement managers
expertise and recapturing design of − Suppliers of chemicals and
end market components? consumables (silicon,
• Are large mega manufacturing chemicals)
companies good for the • Other
semiconductor industry or is − Sales managers
innovation better served through − CEOs
small entrepreneurial design
companies?
Sample Table of Contents
LEAD ANALYSTS • Executive Summary Figures
Len Jelinek – Director and Chief • Findings and Implications • Global Inventory, Factory
Analyst • Total Silicon Demands Utilization, and Semiconductor
Len Jelinek has focused his research on
− Methodology Revenue
capacity management and technology − Current Industry Revenue • Total Sq. In. of Silicon by Wafer
transitions within the semiconductor Forecast Size
industry. He works with clients to • Semiconductor Market • Supply Demand Analysis
access individual corporate strategies Conditions—Update • Revenue by Market Segment
that may be impacted by additional − Silicon Supply Status • Total Sq. In of Silicon by Market
wafer manufacturing capacity in China
− Manufacturing Update Segment
as well as other global locations.
− Total Silicon Demands • Total Sq. In of Silicon by
Len has developed an extensive − Silicon Demand – Quarterly Technology
database of wafer manufacturing Forecast • Memory Sq. In. of Silicon
suppliers both leading IDM's and pure
play foundries service providers. This
• Market Segment Analysis • Microcomponent Sq. In. of Silicon
database can be used by clients to − Revenue by Market Segment • Logic Sq. In. of Silicon
define corporate manufacturing − Memory Manufacturing • Discrete Sq. In. of Silicon
strategies such as expand internal Silicon Demands • Analog Sq. In. of Silicon
capacity versus transitioning to an − Microcomponent • Sensors, Actuators, and Opto
outsourcing model. Manufacturing Silicon Semiconductors Sq. In. of Silicon
Demands
Chris Welch - Principal Analyst
− Logic Manufacturing Silicon Tables
Demands • Semiconductor Revenue
Chris works as a principal analyst within − Discrete Manufacturing • Semiconductor Revenue by
the semiconductor research group at
IHS Markit. Chris conducts research
Silicon Demands Technology
and analysis on the global − Analog Manufacturing Silicon
semiconductor manufacturing industry Demands
focusing on feature size migrations and − Sensors, Actuators, and
wafer capacity for IDM (Independent Optical Components
Device Manufacturers). Additionally, he Manufacturing Silicon
monitors and reports on raw silicon
Demands
manufacturers and global supply trends
and threats.
• Conclusions and Summary

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