SAN FRANCISCO—Worldwide shipments of silicon for semiconductor manufacturing will grow 23.6 percent in 2010 to a record 8.9 billion square inches and continue growing to 12.4 billion square inches in 2014, according to the latest forecast from market research firm iSuppli Corp.
In 2011, iSuppli (El Segundo, Calif.) expects silicon shipments to grow 13 percent from 2010 levels, reaching more than 10 billion square inches.
"The good news is that barring any new collapse, silicon suppliers will have sufficient orders on the books to carry them through the third and fourth quarters," said Len Jelinek, iSuppli's director and chief analyst for semiconductor manufacturing and supply, in a statement.
Jelinek cautioned that visibility for the second half of 2010 remains limited even as the industry approaches the holiday season.
The demand for 12-inch—or 300 mm—will continue to rise faster than the demand for other wafer sizes through 2014, iSuppli said. Keeping pace with this demand requires silicon suppliers to continue to expand their manufacturing capacity, the firm said. Beyond 2010, iSuppli said it expects to see a greater emphasis on even more 12-inch wafer manufacturing, including the movement of mixed-signal and other technologies to 12-inch.
ISuppli said it doesn't anticipate manufacturing on 18-inch—or 450 mm—wafers to commence for at least five years.
ISuppli is offering a new report on projected silicon shipments for sale through its website.