Page 37 - august_072922.indd
P. 37
TAP TIMES -37- AUGUST 2022
In 2003, fabless/system IC company sales
Fabless suppliers (from 36) accounted for only 14% of the total IC
market.
plummet 81% last year) were excluded
from the fabless company figures in 2020 With the memory market soaring in 2017
and 2021, total fabless company IC sales and 2018, a market in which the fabless
growth last year would have been an companies have very little share, the fab-
amazing 44%! less share of the total IC market shrank in
both of those years.
Fabless/system IC company sales were up
2.7x from 2011 to 2021 ($66.4 billion to Memory market helps fabless
$177.7 billion) whereas the total IDM IC
sales were up 63% over this same timepe- However, with the memory market regis-
riod, from $203.9 billion in 2011 to $332.8 tering significant weakness in 2019, this
billion in 2021. situation reversed itself, with the fabless
share of the total IC market jumping 4.1
Increased share of market percentage points that year to 29.9%.
Given the typical disparity in the annual
growth rates in favor of the fabless/sys- Long-term, IC Insights believes that fab-
tem IC suppliers, it comes as little surprise less/system IC suppliers, and the found-
that, except in 2010, 2015, 2017, and ries that serve them, will continue to be a
2018, fabless/system IC companies in- strong force in the total IC industry land-
creased their share of the total IC market scape with their share of the total IC mar-
(figure below). ket expected to reach the high-30s over
the next five years. icinsights.com
