Global Manufacturing Market Tracker

July 17, 2020  | Subscribers Only

Chris Welch Chris Welch Principal Analyst, Semiconductor Manufacturing
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Understand Integrated Device Manufacturer (IDM) strategies and partnerships in the pursuit of technological development and market opportunities.

As it transitions from a high revenue growth industry to a consolidated, technology-focused one, the semiconductor industry continues to foster technological innovation. Global connectivity, the Internet of Things (IoT), wearables, autonomous driving and next-generation 5G wireless broadband offer the opportunity for substantial technology and revenue growth, yet real revenue gains continue to elude virtually all semiconductor market players.

During a period of industry consolidation, manufacturers—especially the Integrated Device Manufacturer (IDM)—must improve operational efficiencies to strengthen their financial performance. At the same time, they must make significant investments to create the technology that will support emerging market applications.

Updated quarterly, the Global Manufacturing Market Tracker enables manufacturers, suppliers, analysts, sales managers and the C-suite to understand the strategies and partnerships that key IDMs engage in to develop new technologies and create market opportunities. The tracker provides an executive summary, a detailed examination of silicon supply and demand, and a methodical analysis of key market manufacturing segments, including: memory, microcomponent, logic, discrete, analog, sensors, actuators and optical components. Numerous figures and tables, including total semiconductor revenue, and semiconductor revenue by technology, are included in the report.

Key issues addressed:

  • How will technology transitions affect analog companies?
  • Will the semiconductor industry continue to transition to a fabless manufacturing model or will the IDMs expand their manufacturing expertise and recapture design of end-market components?
  • Are large mega manufacturing companies good for the semiconductor industry or is innovation better served through small entrepreneurial design companies?

Chris Welch

Principal Analyst, Semiconductor Manufacturing

Chris works as a principal analyst within the semiconductor research group at IHS Markit. Chris conducts research and analysis on the global semiconductor manufacturing industry focusing on feature size migrations and wafer capacity for IDM (Independent Device Manufacturers). Additionally, he monitors and reports on raw silicon manufacturers and global supply trends and threats.

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