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Chip market to contract in 2013, says analyst

Foundries overtake captive fabs
2/6/2013 00:10 AM EST
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the_floating_ gate
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re: Chip market to contract in 2013, says analyst
the_floating_ gate   2/6/2013 4:33:20 AM
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As costs of developing process technology grow, fewer companies will move to advanced nodes, he predicted. Brilliant analysis

yalanand
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re: Chip market to contract in 2013, says analyst
yalanand   2/6/2013 11:22:02 AM
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@Rick, any particular reason why there is growth in Foundry market (+44%) compared to -0.5% growth in IC market ? Does it mean profit of foundry market is independent of IC market profit ?

rick merritt
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re: Chip market to contract in 2013, says analyst
rick merritt   2/6/2013 4:11:15 PM
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His follow on slide (page 2 of the story) showed a shift of more wafers coming from foundries and fewer from captive fabs.

yalanand
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re: Chip market to contract in 2013, says analyst
yalanand   2/7/2013 3:21:51 AM
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@Rick, so can we assume foundries like TSMC,GF etc will continue to grow in-spite of slowdown in economy because more and more companies are going fabless ?

the_floating_ gate
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re: Chip market to contract in 2013, says analyst
the_floating_ gate   2/6/2013 4:43:03 PM
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It might have something to do with TI http://www.eetimes.com/electronics-news/4186551/Texas-Instruments-exits-process-development-race-item-1 and AMD going fabless

daleste
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re: Chip market to contract in 2013, says analyst
daleste   2/7/2013 2:55:52 AM
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TI isn't going fabless. They are focusing on analog and running only digital in foundries. They continue to invest in analog fabs.

krisi
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re: Chip market to contract in 2013, says analyst
krisi   2/6/2013 3:15:13 PM
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The flat IC market (cited -0.5% growth) can still mean wide variations among IC players. Those engaged in advance nodes will receive most of the profits.

geekmaster
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re: Chip market to contract in 2013, says analyst
geekmaster   2/7/2013 6:23:01 PM
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I understand average forecast for IC revenue (from about 12 other market research firms) in 2013 is about 6% (YoY). 2012 was about -3% average.

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