Semiconductor industry growth driven by mobile market

21st June 2018

Alex Lynn

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The semiconductor industry posted record results in 2017, with revenue exceeding $400bn. Overall demand for semiconductor devices was robust throughout the year, driven by the growing adoption of electronics components across all applications, with particular strength in the mobile and data centre markets.

Semiconductor growth in 2017 was led by the memory segment, with impressive revenue reaching $126bn. It represents an increase of over 60% year-over-year. Yole Développement (Yole) Memory Team has forecasted the memory market to reach $177bn in 2018, with 40% growth.

Under this dynamic ecosystem, Yole and its partners System Plus Consulting and Knowmade, deeply scan the memory area. They propose today valuable memory services to deliver world class research, data and insight. Their aim is to ensure its clients are well-versed in all aspects of this competitive industry.

“New Chinese suppliers threaten the current market balance, and emerging memory technologies are poised to cannibalise huge chunks of DRAM demand while the demand drivers of the past, including PCs and smartphones lose steam and no longer push industry demand,” commented Mike Howards, VP of DRAM & Memory research within the Semiconductor & Software division at Yole.

Walt Coon, VP of NAND and Memory Research at Yole added: “NAND demand remains robust, with strong growth for enterprise SSDs in data centres, increasing adoption of SSDs in laptop PCs, and continued content growth in smartphones and other mobile devices.”