全球半導體產品市場

Abstract

After five consecutive years of revenue growth that brought worldwide semiconductor revenue to a record US$247.7 billion in 2006, continued investment in new capacity, slower worldwide GDP growth, and the cyclic history of the industry would suggest that conditions are likely to become more challenging.

This report analyzes the underlying demand for semiconductors and how the demand matches with projections for semiconductor capacity, as well as other underlying factors that will affect semiconductor demand and pricing.

• WW and regional GDP forecasts
• Semiconductor capital expenditure forecast
• WW semiconductor unit, ASP, and revenue forecasts
• Semiconductor revenue forecasts by region and WSTS product categories

• Semiconductor revenue is projected to grow 7.9% in 2007 to US$267.3 billion
• A mild downturn driven by pricing pressures is anticipated in 2009
• The industry should surpass US$300 billion in revenues in 2010
• Unit demand is expected to remain strong throughout the forecast period

Table of Contents

• Executive Summary
• Introduction
• Environment and Assumptions
  • The Economy
    • The Semiconductor Industry and the Economy
    • Regional Economies
    • The Overall Semiconductor Market
    • Some Specific Semiconductor Markets
  • Supply
• Worldwide Semiconductor Forecast
  • Products
  • Integrated Circuits and Discretes
    • Discrete, Optoelectronics, and Sensors
  • Integrated Circuit Products
    • Digital Bipolar
    • Analog
    • MOS Micro
    • Logic
    • MOS Memory
  • Regional
• Methodology
• Related In-Stat Reports

• Table 1. Worldwide Semiconductor Revenue (US$ in Billions), Unit Shipments (Billions), and Aggregate ASP (US$)
• Table 2. Changes in GDP by Major Region
• Table 3. Worldwide GDP Annual Growth
• Table 4. Semiconductor Revenue by Major End-Use Market, 1995- 2005 (US$ in Billions)
• Table 5. MOS IC Wafer Fab Statistics (Capacity and Starts in Thousands of 8? Equivalent Wafers per Week), Past Three Years
• Table 6. Semiconductor Industry Equipment Capital Expenditures, and Total Revenues (US$ in Billions)
• Table 7. Worldwide Semiconductor Revenue (US$ in Billions), Unit Shipments (in Billions), and Aggregate ASP (US$)
• Table 8. Semiconductor Revenue by Product (US$ in Billions)
• Table 9. Worldwide Revenues- Discrete, Optical & Sensor and Integrated Circuit (US$ in Billions)
• Table 10. Worldwide Unit Shipments- Discrete, Optical & Sensor and Integrated Circuit (in Billions)
• Table 11. Worldwide ASP- Discrete, Optical & Sensor and Integrated Circuit (US$)
• Table 12. Worldwide Discrete, Optical & Sensor Revenues (US$ in Billions), Unit Shipments (in Billions), and Aggregate ASP (US$)
• Table 13. Discrete, Optical & Sensor Revenue by Region (US$ in Billions)
• Table 14. Discrete, Optical & Sensor Revenue Trending by Sub-product (US$ in Billions)
• Table 15. Worldwide Integrated Circuit Revenues (US$ in Billions), Unit Shipments (in Billions), and Aggregate ASP (US$)
• Table 16. Integrated Circuit Revenue by Region (US$ in Billions)
• Table 17. Worldwide Integrated Circuit Revenue by Product Type (US$ in Billions)
• Table 18. Worldwide Integrated Circuit Unit Shipments by Product Type (in Billions)
• Table 19. Worldwide Integrated Circuit ASP by Product Type (US$)
• Table 20. Worldwide Digital Bipolar Revenues (US$ in Billions), Unit Shipments (in Billions), and Aggregate ASP (US$)
• Table 21. Digital Bipolar Revenue by Region (US$ in Billions)
• Table 22. Digital Bipolar Revenue Trending by Sub-product (US$ in Billions)
• Table 23. Worldwide Analog Revenues (US$ in Billions), Unit Shipments (in Billions), and Aggregate ASP (US$)
• Table 24. Analog Revenue by Region (US$ in Billions)
• Table 25. Analog Revenue Trending by Sub-Product (US$ in Billions)
• Table 26. Worldwide MOS Micro Revenues (US$ in Billions), Unit Shipments (in Billions), and Aggregate ASP (US$)
• Table 27. MOS Micro Revenue by Region (US$ in Billions)
• Table 28. MOS Micro Revenue Trending by Sub-product (US$ in Billions)
• Table 29. Worldwide Logic Revenues (US$ in Billions), Unit Shipments (in Billions), and Aggregate ASP (US$)
• Table 30. Logic Revenue by Region (US$ in Billions)
• Table 31. Logic Revenue Trending by Sub-product (US$ in Billions)
• Table 32. Worldwide MOS Memory Revenues (US$ in Billions), Unit Shipments (in Billions), and Aggregate ASP (US$)
• Table 33. MOS Memory Revenue by Region (US$ in Billions)
• Table 34. MOS Memory Revenue Trending by Sub-product (US$ in Billions)
• Table 35. Semiconductor Revenue by Region (US$ in Billions)

• Figure 1. Worldwide Semiconductor Revenue (US$ in Billions), Unit Shipments (in Billions), and Aggregate ASP (US$)
• Figure 2. Annual Percent Changes in Worldwide Semiconductor Revenues, Unit Shipments, CapEx, and Worldwide Real GDP, 1986- 2006
• Figure 3. Annual Percent Changes in Worldwide Semiconductor Revenues and Worldwide Real GDP, 1977- 2006
• Figure 4. Distribution of World GDP (2005) by Major Region
• Figure 5. Distribution of Worldwide Semiconductor Revenue (2005) by Major Region
• Figure 6. Annual Changes in GDP by Major Region
• Figure 7. Worldwide GDP Annual Growth
• Figure 8. Semiconductor Revenue by Major End-Use Market, 1995- 2005
• Figure 9. Trending of IC Wafer Starts, Silicon Wafer Shipments, and IC Unit Shipments
• Figure 10. MOS IC Wafer Fabs Utilization
• Figure 11. IC Wafer Fab Utilization and IC ASP
• Figure 12. MOS IC Wafer Fabs Capacity and Wafer Starts
• Figure 13. MOS IC Wafer Capacity by Process Geometry
• Figure 14. Semiconductor Industry Capital Expenditures and Revenue
• Figure 15. Semiconductor Equipment Book to Bill Ratio (North America)
• Figure 16. Semiconductor Equipment Capital Spending (US$ in Millions), (North America)
• Figure 17. Worldwide Semiconductor Revenue, Unit Shipments, and Aggregate ASP
• Figure 18. Semiconductor Revenue by Product
• Figure 19. Semiconductor Revenue Share by Product
• Figure 20. Worldwide Revenues- Discrete, Optical & Sensor and Integrated Circuit (US$ in Billions)
• Figure 21. Worldwide Unit Shipments- Discrete, Optical & Sensor and Integrated Circuit (in Billions)
• Figure 22. Worldwide ASP- Discrete, Optical & Sensor and Integrated Circuit (US$)
• Figure 23. Worldwide Discrete, Optical & Sensor Revenues, Unit Shipments, and Aggregate ASP
• Figure 24. Discrete, Optical & Sensor Revenue by Region (US$ in Billions)
• Figure 25. Discrete, Optical & Sensor Revenue Trending by Sub-Product
• Figure 26. Worldwide Semiconductor Revenue (US$ in Billions), Unit Shipments (in Billions), and Aggregate ASP (US$)
• Figure 27. Integrated Circuit Revenue by Region (US$ in Billions)
• Figure 28. Worldwide Integrated Circuit Revenue by Product Type (US$ in Billions)
• Figure 29. Worldwide Integrated Circuit Unit Shipments by Product Type (in Billions)
• Figure 30. Worldwide Integrated Circuit ASP by Product Type (US$)
• Figure 31. Worldwide Digital Bipolar Revenues, Unit Shipments, and Aggregate ASP
• Figure 32. Digital Bipolar Revenue by Region (US$ in Billions)
• Figure 33. Digital Bipolar Revenue Trending by Sub-product
• Figure 34. Worldwide Analog Revenues, Unit Shipments, and Aggregate ASP
• Figure 35. Analog Revenue by Region (US$ in Billions)
• Figure 36. Analog Revenue Trending by Sub-Product
• Figure 37. Worldwide MOS Micro Revenues, Unit Shipments, and Aggregate ASP
• Figure 38. MOS Micro Revenue by Region (US$ in Billions)
• Figure 39. MOS Micro Revenue Trending by Sub-product
• Figure 40. Worldwide Logic Revenues, Unit Shipments, and Aggregate ASP
• Figure 41. Logic Revenue by Region (US$ in Billions)
• Figure 42. Logic Revenue Trending by Sub-product
• Figure 43. Worldwide MOS Memory Revenues, Unit Shipments, and Aggregate ASP
• Figure 44. MOS Memory Revenue by Region (US$ in Billions)
• Figure 45. MOS Memory Revenue Trending by Sub-product
• Figure 46. Semiconductor Revenue by Region (US$ in Billions)
• Figure 47. Semiconductor Revenue by Region (%)