Collapsing reminiscence costs and unsure world financial system weigh on subsequent yr’s development.
November 29, 2022 — Complete semiconductor gross sales embody the mixed gross sales of ICs, optoelectronics, sensors and actuators, and discretes (O-S-D) parts. After hovering 25% to $614.7 billion in 2021, worldwide semiconductor gross sales are anticipated to extend 3% in 2022 and to a brand new file gross sales degree of $636.0 billion this yr (Determine 1).
Nevertheless, opposed circumstances that stunted semiconductor gross sales within the second half of 2022 are anticipated to persist via the primary half of subsequent yr. A world financial system that’s struggling via recession, tender demand for brand new enterprise and private computer systems and smartphones, elevated chip stock ranges, and continued weak point within the reminiscence IC market are anticipated to cut back whole semiconductor gross sales by -5% subsequent yr. Complete IC gross sales are forecast to say no -6% whereas mixed gross sales of O-S-D gadgets are forecast to nudge barely increased.
Following the cyclical down yr in 2023, IC Insights forecasts semiconductor gross sales will rebound with three years of a lot stronger development. By the tip of the forecast interval in 2026, semiconductor gross sales are forecast to climb to $843.6 billion, representing a CAGR of 6.5%.
In 2022, 4 main semiconductor product classes are forecast to publish strong double-digit gross sales features (Determine 2). The microcomponents and optoelectronics segments are anticipated to develop by single-digit quantities. Solely the extremely cyclical reminiscence market is forecast to publish a decline—an enormous -17% decline—that can crush total IC and semiconductor market development this yr.
Report Particulars: The 2023 McClean Report
The 2023 version of The McClean Report—A Full Evaluation and Forecast of the Semiconductor Business, shall be launched in January 2023. A subscription to The McClean Report service consists of the January Semiconductor Business Flash Report, which supplies shoppers with an preliminary overview and forecast of the semiconductor trade for 2023 via 2027. Along with the January Semiconductor Business Flash Report, Quarterly Updates to the report shall be launched in February, Might, August, and November of 2023.
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