LONDON Sales of optoelectronics, MEMS-based accelerometers, CMOS image sensors, power transistors, and overall discrete devices set record high
revenue levels last year, despite the disastrous final months of 2008, according to market research group IC Insights (Scottsdale, AZ.).
The researchers say that after the expected 2009 decline, many of these optoelectronics, sensors and discrete (O-S-D) categories will bounce back to record levels in 2010-2011.
Collectively, O-S-D sales are said to have reached an all-time high of $43.0 billion in 2008, despite the beginning of a major semiconductor recession late in the year.
IC Insights says 16.4 percent of total semiconductor revenues were generated by the O-S-D markets last year, and that the sector's revenue growth will continue to outpace IC sales—thanks to strong annual growth rates in a handful of optoelectronics and sensor product categories.
By 2013, the researchers predict the O-S-D markets will represent 17 percent of total semiconductor sales due to a higher compound annual growth rate (CAGR) than IC revenues in the next five years. O-S-D sales are expected to increase at a 7 percent CAGR between 2008 and 2013, compared with 6 percent for ICs.
Nearly all product categories in optoelectronics, sensors/actuators, and discretes were flying higher until November 2008, says the market research group, when the markets fell into a tailspin.
They estimate that for 2009, optoelectronics sales will decline 12 percent to $16.9 billion. The MEMS-heavy sensors/actuator segment is forecast to drop 26 percent to $4.1 billion in, while the commodity-filled discretes segment is expected to fall 21 percent to $14.3 billion.
But total O-S-D sales are forecast to rebound 14 percent in 2010 and increase another 17 percent the following year, reaching a new record-high of $47.3 billion in 2011.