Semiconductor Value Chain

Foundry Suppliers Look to 2012 for Revenue Growth 
Pure Play Foundry Q4 2011 Market Tracker 
The challenges that the pure play foundry suppliers faced in the first half of 2011 have not improved in the second half of the year. Although the disaster in Japan had little to no direct impact on the pure play foundry suppliers, the disaster actually was the catalyst that drove the industry into an over supply position. By the start of the fourth quarter, pure play foundry suppliers were dealing with both a fragile economy and an over inventory position at most chip suppliers...
Key Issues
  • Where will fabless companies and IDMs find available capacity in the appropriate technology to meet their demands?
  • What mergers or acquisitions are taking place in the foundry market, and how will they affect the suppliers as well as foundry users?
  • What role will the Chinese foundries play in the market recovery in 2010 and beyond?
  • What are the strategies for the key second tier foundries, and how can a small fabless company choose the right partner?
  • Where should second tier foundries spend their CAPEX to maximize their investments? How long will this recovery last?





Applicable To
  • Semiconductor Suppliers
    • Marketing
    • Planning
    • Engineering
  • EMS Firms, OEMs, and ODMs
    • Marketing
    • Procurement
    • Engineering
  • Electronics Distributors
    • Marketing
    • Operations
    • Sales
Forecast
  • Frequency
    • Annual
    • Quarterly
  • Measures
    • Semiconductor Industry Silicon Demand
    • Wafer Shipments
    • Capacity / Utilization
    • CAPEX
    • Market Shares
    • Growth Rates
    • Revenues

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