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Demand for liquid crystal display (LCD) panels from South Korean and Chinese TV makers was strong in the fourth quarter of 2017, but implementation of their panel purchasing strategies for the first quarter of 2018 may result in a correction as demand expectations change. While some TV brands are expected to maintain their panel purchasing plans, others are forecast to reduce demand in the first quarter as it is a traditionally slow season and some demand was pulled into the last quarter, according to IHS Markit (Nasdaq: INFO).

According to the latest TV Display & OEM Intelligence Service report by IHS Markit, South Korean TV makers are expected to reduce LCD panel purchasing volumes by 3 percent in the first quarter of 2018 compared to the previous quarter, or to increase by 1 percent compared to the same period last year.

“There is risk of a correction in demand as their panel purchasing plans get underway given that a sufficient supply chain buffer is already factored in for the first quarter. These manufacturers will likely continue to use their plans as a negotiating tactic for more competitive prices,” said Deborah Yang, director of display supply chain at IHS Markit. “This has been one of the most critical swing factors for the LCD panel supply and demand.”

China’s top six TV makers — ChangHong, Haier, Hisense, Konka, Skyworth and TCL — are forecast to cut their LCD panel purchasing volumes by 30 percent in the first quarter of 2018 over quarter, and 5 percent over year.

“It is estimated that the Chinese brands carried relatively higher level of inventories as of the end of December 2017 as they have been preparing for the upcoming promotional seasons in early January and the Chinese New Year holidays in February. Given this, they are in no rush to secure more panel supplies in the first quarter, and may want to negotiate for lower prices,” Yang said.

011718_Chinas_top_tier_brands_TV_panel_purchases

011718_SK_brands_TV_panel_purchases

“Due to a coming slow season, the bargaining power seems to be with TV makers. However, uncertainties about a stable supply of feature-rich premium and larger panels will have the top-tier TV brands concerned,” Yang said. Chinese panel makers, she said, have yet to prove that they will actually start mass-producing 65-inch LCD panels from the world’s first Gen 10.5 fabs in the first quarter.

“The top-tier TV brands will want to make sure they can secure sufficient panel supplies of 65-inch and larger panels,” Yang said. “At the same time, they also seek to attain better bargains on large and ultra-large panels in 2018 and beyond.”

Panel makers, however, have not agreed to offer more price concessions. Some panel makers are scheduled to remodel fabs in the first quarter and this will eventually cause an unstable supply of LCD TV panels, particularly for larger sizes. “All this points to the likelihood that the TV panel market will see chaotic swings in demand in the first quarter of 2018,” Yang said.

By Dan Tracy and Ji-Won Cho, SEMI

2017 proved to be record-setting year for the semiconductor industry. According to World Semiconductor Trade Statistics (WSTS), worldwide semiconductor market will have grown 20 percent, exceeding $400 billion for the first time. Among all major product segments, memory is the strongest, with sales are on track to grow 60 percent year-over-year, contributing to 30 percent of worldwide semiconductor sales in 2017. The consensus is that the growth momentum in memory will continue in 2018, driven by stable market demand and a favorable pricing environment.

Korean memory makers are the biggest beneficiaries of this memory super cycle. According to the Korea International Trade Association (KITA), the memory export value from Korea grew 86 percent through November 2017 compared to a year earlier, indicating that Korean memory makers are gaining more market share. On the supply side of the market, both Samsung and SK Hynix saw record high capital expenditures in 2017, contributing to the revenue surge from Korean suppliers. The spending spree is expected to continue in 2018. Together, Samsung and SK Hynix are forecast to invest over $20 billion in fab tools worldwide in 2018. (Track fab projects in detail with the SEMI World Fab Forecast or SEMI FabView databases).

WFF-Dec2017-chart

Samsung’s anchor project in 2018 is the ramp of its new Fab P1 phase 2 line in Pyeongtaek. Samsung plans to add new 3D NAND as well as DRAM capacity at this fab, fortifying its leading position in memory market. Beyond 2018, Samsung’s Xian phase 2 plan is also underway for future expansion.

SK Hynix, on the other hand, will ramp up M14 fab in 2018, adding new capacity for both 3D NAND and DRAM. In the meantime, SK Hynix is building a new fab, M15, in Cheongju, Korea, for 3D NAND and Fab C3 in Wuxi, China, for DRAM.

Both of these leading memory makers plan to ride this memory cycle and intend to vault ahead of the competition. Future demand for 3D NAND will continue to be the strongest, driving new fab projects in Korea now and later in China. Nevertheless, DRAM supply will also see new capacity coming online this year, followed by rare new fab projects. Memory not only accounts for a major portion of worldwide semiconductor sales but will also propel the investment momentum in the coming years.

SEMICON Korea 2018

The strong memory growth sets the stage for SEMICON Korea, January 31 through February 2 in Seoul. The largest microelectronics event in Korea, with over 40,000 attendees expected, SEMICON Korea will focus on enabling participants to “Connect, Collaborate, and Innovate.”

Key SEMICON Korea highlights include:

  • The 1,919 booths are sold out as major equipment, materials, and subsystem/parts companies exhibit their new products and technology solutions at the show.
  • Industry giants including Samsung, Micron, Intel, Toshiba, Sony, SK Hynix and LAM Research will connect with Korean equipment, materials and subsystems/parts manufacturers through the Supplier Search Program.
  • Participation by engineers is expected to be strong this year, after more than 10,000 engineers from​ Samsung Electronics, SK Hynix and DB Hitek attended SEMICON Korea 2017.

Major SEMICON Korea programs, including the following, will provide key insights into the Korea electronics manufacturing ecosystem:

  • Smart Automotive Forum
  • Smart Manufacturing Forum
  • Test Forum
  • SEMI Technology Symposium
  • Market Seminar

For a complete schedule of programs, visit www.semiconkorea.org/en/agenda-glance.

A nanostructured gate dielectric may have addressed the most significant obstacle to expanding the use of organic semiconductors for thin-film transistors. The structure, composed of a fluoropolymer layer followed by a nanolaminate made from two metal oxide materials, serves as gate dielectric and simultaneously protects the organic semiconductor – which had previously been vulnerable to damage from the ambient environment – and enables the transistors to operate with unprecedented stability.

Image shows organic-thin film transistors with a nanostructured gate dielectric under continuous testing on a probe station. (Credit: Rob Felt, Georgia Tech)

Image shows organic-thin film transistors with a nanostructured gate dielectric under continuous testing on a probe station. (Credit: Rob Felt, Georgia Tech)

The new structure gives thin-film transistors stability comparable to those made with inorganic materials, allowing them to operate in ambient conditions – even underwater. Organic thin-film transistors can be made inexpensively at low temperature on a variety of flexible substrates using techniques such as inkjet printing, potentially opening new applications that take advantage of simple, additive fabrication processes.

“We have now proven a geometry that yields lifetime performance that for the first time establish that organic circuits can be as stable as devices produced with conventional inorganic technologies,” said Bernard Kippelen, the Joseph M. Pettit professor in Georgia Tech’s School of Electrical and Computer Engineering (ECE) and director of Georgia Tech’s Center for Organic Photonics and Electronics (COPE). “This could be the tipping point for organic thin-film transistors, addressing long-standing concerns about the stability of organic-based printable devices.”

The research was reported January 12 in the journal Science Advances. The research is the culmination of 15 years of development within COPE and was supported by sponsors including the Office of Naval Research, the Air Force Office of Scientific Research, and the National Nuclear Security Administration.

Transistors comprise three electrodes. The source and drain electrodes pass current to create the “on” state, but only when a voltage is applied to the gate electrode, which is separated from the organic semiconductor material by a thin dielectric layer. A unique aspect of the architecture developed at Georgia Tech is that this dielectric layer uses two components, a fluoropolymer and a metal-oxide layer.

“When we first developed this architecture, this metal oxide layer was aluminum oxide, which is susceptible to damage from humidity,” said Canek Fuentes-Hernandez, a senior research scientist and coauthor of the paper. “Working in collaboration with Georgia Tech Professor Samuel Graham, we developed complex nanolaminate barriers which could be produced at temperatures below 110 degrees Celsius and that when used as gate dielectric, enabled transistors to sustain being immersed in water near its boiling point.”

The new Georgia Tech architecture uses alternating layers of aluminum oxide and hafnium oxide – five layers of one, then five layers of the other, repeated 30 times atop the fluoropolymer – to make the dielectric. The oxide layers are produced with atomic layer deposition (ALD). The nanolaminate, which ends up being about 50 nanometers thick, is virtually immune to the effects of humidity.

“While we knew this architecture yielded good barrier properties, we were blown away by how stably transistors operated with the new architecture,” said Fuentes-Hernandez. “The performance of these transistors remained virtually unchanged even when we operated them for hundreds of hours and at elevated temperatures of 75 degrees Celsius. This was by far the most stable organic-based transistor we had ever fabricated.”

For the laboratory demonstration, the researchers used a glass substrate, but many other flexible materials – including polymers and even paper – could also be used.

In the lab, the researchers used standard ALD growth techniques to produce the nanolaminate. But newer processes referred to as spatial ALD – utilizing multiple heads with nozzles delivering the precursors – could accelerate production and allow the devices to be scaled up in size. “ALD has now reached a level of maturity at which it has become a scalable industrial process, and we think this will allow a new phase in the development of organic thin-film transistors,” Kippelen said.

An obvious application is for the transistors that control pixels in organic light-emitting displays (OLEDs) used in such devices as the iPhone X and Samsung phones. These pixels are now controlled by transistors fabricated with conventional inorganic semiconductors, but with the additional stability provided by the new nanolaminate, they could perhaps be made with printable organic thin-film transistors instead.

Internet of things (IoT) devices could also benefit from fabrication enabled by the new technology, allowing production with inkjet printers and other low-cost printing and coating processes. The nanolaminate technique could also allow development of inexpensive paper-based devices, such as smart tickets, that would use antennas, displays and memory fabricated on paper through low-cost processes.

But the most dramatic applications could be in very large flexible displays that could be rolled up when not in use.

“We will get better image quality, larger size and better resolution,” Kippelen said. “As these screens become larger, the rigid form factor of conventional displays will be a limitation. Low processing temperature carbon-based technology will allow the screen to be rolled up, making it easy to carry around and less susceptible to damage.

For their demonstration, Kippelen’s team – which also includes Xiaojia Jia, Cheng-Yin Wang and Youngrak Park – used a model organic semiconductor. The material has well-known properties, but with carrier mobility values of 1.6 cm2/Vs isn’t the fastest available. As a next step, they researchers would like to test their process on newer organic semiconductors that provide higher charge mobility. They also plan to continue testing the nanolaminate under different bending conditions, across longer time periods, and in other device platforms such as photodetectors.

Though the carbon-based electronics are expanding their device capabilities, traditional materials like silicon have nothing to fear.

“When it comes to high speeds, crystalline materials like silicon or gallium nitride will certainly have a bright and very long future,” said Kippelen. “But for many future printed applications, a combination of the latest organic semiconductor with higher charge mobility and the nanostructured gate dielectric will provide a very powerful device technology.”

Sales of analog ICs are expected to show the strongest growth rate among major integrated circuit market categories during the next five years, according to IC Insights’ new 2018 McClean Report, which becomes available this month.  The McClean Report forecasts that revenues for analog products—including both general purpose and application-specific devices—will increase by a compound annual growth rate (CAGR) of 6.6% to $74.8 billion in 2022 from $54.5 billion in 2017.

The 2018 McClean Report separates the total IC market into four major product categories: analog, logic, memory, and microcomponents.  Figure 1 shows the forecasted 2017-2022 CAGRs of these product categories compared to the projected total IC market annual growth rate of 5.1% during the five-year period.

Figure 1

Figure 1

Analog ICs, the fastest growing major product category in the forecast, are a necessity within both very advanced systems and low-budget applications.  Components like power management analog devices help regulate power usage to keep devices running cooler and ultimately to help extend battery life in cellphones and other mobile/battery operated systems. The power management market is forecast to grow 8% in 2018 after increasing 12% in 2017.

In 2018, the automotive—application-specific analog market is forecast to increase 15% to be the fastest growing analog IC category, and the third-fastest growing of 33 IC product categories classified by WSTS. The growth of autonomous and electric vehicles and more electronic systems on board all new cars are expected to keep demand robust for automotive analog devices.

Communications and consumer applications continue to represent the biggest end-use applications for signal conversion analog ICs.  Signal conversion components (data converters, mixed-signal devices, etc.) are forecast to continue on fast-track growth with double-digit sales gains expected in three of the next five years.

After an extraordinary 58% sales spike in 2017, the memory market is forecast to return to more “normal” growth through the forecast.  The memory market is forecast to increase by a CAGR of 5.2% through 2022. New capacity for flash memory and, to a lesser extent for DRAM, should bring some relief from fast-rising ASPs and result in better supply-demand balance for these devices to support newer applications such as enterprise solid-state drives (SSDs), augmented and virtual reality, graphics, artificial intelligence, and other complex, real-time workload functions.

Meanwhile, growth in the microcomponent market (forecast CAGR of 3.9%) has cooled significantly due to weak shipments of standard PCs (desktops and notebooks).  Tablet sales have also slowed and weighed down total microcomponent sales. With the exception of the 32-bit MCU market, annual sales gains in most microcomponent segments are forecast to remain in the low- to mid single digit range through 2022.

IC Insights forecasts the total IC market will increase by a CAGR of 5.1% from 2017-2022.  Following the 22% increase in 2017, the total IC market is forecast to grow 8% in 2018 to $393.9 billion and then continue on an upward trend to reach $466.8 billion in 2022, the final year of the forecast.

Worldwide semiconductor revenue totalled $419.7 billion in 2017, a 22.2 percent increase from 2016, according to preliminary results by Gartner, Inc. Undersupply helped drive 64 percent revenue growth in the memory market, which accounted for 31 percent of total semiconductor revenue in 2017.

“The largest memory supplier, Samsung Electronics, gained the most market share and took the No. 1 position from Intel — the first time Intel has been toppled since 1992,” said Andrew Norwood, research vice president at Gartner. “Memory accounted for more than two-thirds of all semiconductor revenue growth in 2017, and became the largest semiconductor category.”

The key driver behind the booming memory revenue was higher prices due to a supply shortage. NAND flash prices increased year over year for the first time ever, up 17 percent, while DRAM prices rose 44 percent.

Equipment companies could not absorb these price increases so passed them onto consumers, making everything from PCs to smartphones more expensive in 2017.

Other major memory vendors, including SK Hynix and Micron Technology, also performed strongly in 2017 and rose in the rankings (see Table 1).

 

2017 Rank

2016 Rank

Vendor

2017 Revenue

2017 Market Share (%)

2016 Revenue

2016-2017 Growth (%)

1

2

Samsung Electronics

61,215

14.6

40,104

52.6

2

1

Intel

57,712

13.8

54,091

6.7

3

4

SK Hynix

26,309

6.3

14,700

79.0

4

6

Micron Technology

23,062

5.5

12,950

78.1

5

3

Qualcomm

17,063

4.1

15,415

10.7

6

5

Broadcom

15,490

3.7

13,223

17.1

7

7

Texas Instruments

13,806

3.3

11,901

16.0

8

8

Toshiba

12,813

3.1

9,918

29.2

9

17

Western Digital

9,181

2.2

4,170

120.2

10

9

NXP

8,651

2.1

9,306

-7.0

Others

174,418

41.6

157,736

10.6

Total Market

419,720

100.0

343,514

22.2

Source: Gartner (January 2018)

Second-placed Intel grew its revenue 6.7 percent in 2017, driven by 6 percent growth in data center processor revenue due to demand from cloud and communications service providers. Intel’s PC processor revenue grew more slowly at 1.9 percent, but average PC prices are on the rise again after years of decline following the market’s shift from traditional desktops toward two-in-one and ultramobile devices.

The current rankings may not last long, however, “Samsung’s lead is literally built on sand, in the form of memory silicon,” said Mr. Norwood. “Memory pricing will weaken in 2018, initially for NAND flash and then DRAM in 2019 as China increases its memory production capacity. We then expect Samsung to lose a lot of the revenue gains it has made.”

2017 was a relatively quiet year for mergers and acquisitions. Qualcomm’s acquisition of NXP was one big deal that was expected to close in 2017, but did not. Qualcomm still plans to complete the deal in 2018, but this has now been complicated by Broadcom’s attempted takeover of Qualcomm.

“The combined revenues of Broadcom, Qualcomm and NXP were $41.2 billion in 2017 — a total beaten only by Samsung and Intel,” said Mr. Norwood. “If Broadcom can finalize this double acquisition and Samsung’s memory revenue falls as forecast, then Samsung could slip to third place during the next memory downturn in 2019.”

By David W. Price, Douglas G. Sutherland and Jay Rathert

Author’s Note: The Process Watch series explores key concepts about process control—defect inspection, metrology and data analysis—for the semiconductor industry. This article is the first in a five-part series on semiconductors in the automotive industry. In this article, we introduce some of the challenges involved in the automotive supply chain. Future articles in the series will address specific process control solutions to those challenges.

In the 1950s less than 1% of the total cost of manufacturing a car was comprised of electronics. Today that cost can be more than 35% of the total and it is expected to increase to 50% by the year 2030.1 The rapid increase in the use of electronics in the automotive industry has been driven by four main areas:

  1. Systems monitoring and control (electronic fuel injection, gas-electric hybrids, etc.)
  2. Safety (anti-lock brakes, air bags, etc.)
  3. Advanced Driver Assistance Systems (lane departure warning, parking assist, blind spot monitoring, adaptive cruise control, etc.)
  4. Convenience (satellite navigation, infotainment, etc.)

Semiconductor components are at the core of the electronics integrated in cars, and depending on the make and model, a modern car may require as many as 8000 chips.2 This number will only increase as autonomous driving gains popularity – additional electronic subsystems with their underlying ICs will power the sensors, radar and AI needed for driverless cars.

With over 88 million cars and light trucks produced every year,3 each with thousands of chips, the influence of the automotive industry on semiconductor manufacturing is starting to take hold. There is one simple fact about these thousands of chips found in a car: they cannot fail. Reliability is absolutely critical for automotive semiconductor components. Any chip that fails in the field can result in costly warranty repairs and recalls, can damage the image of the automaker’s brand – or at the extreme, can result in personal injury or even loss of life.

If the average car contains 5000 chips and the automaker produces 25,000 cars per day, then even a chip failure rate at the parts per million (ppm) level will result in more than 125 cars per day that experience reliability issues as a result of chip quality. With semiconductors as the top issue on automakers’ failure Pareto,4 Tier 1 automotive system suppliers are now demanding parts per billion (ppb) levels of semiconductor quality with an increasing trend toward a maximum number of “total allowable failure events” regardless of volume. Current methods for finding reliability failures are overly dependent on test and burn-in, and as a result, the quality targets are missed by orders of magnitude. Increasingly, challenging audit standards are pushing for reliability failures to be found at their source in the fab, where costs of discovery and corrective action are the lowest. To enter this growing market segment – or simply maintain share – IC manufacturers must aggressively address this inflection in chip reliability requirements.

Fortunately for semiconductor manufacturers, chip reliability is highly correlated to something they know very well: random defectivity.5 In fact, for a well-designed process and product, early-life chip reliability issues (extrinsic reliability) are dominated by random defectivity.6-12 A killer defect (one that impacts yield) is a defect that causes the device to fail at time t = 0 (final test). A latent defect (one that impacts chip reliability) is a defect that causes the device to fail at t > 0 (after burn-in). The relationship between killer defects (yield) and latent defects (reliability) stems from the observation that the same defect types that impact yield also impact reliability. The two are distinguished primarily by their size and where they occur on the device structure. Figure 1 shows examples of killer and latent defects that result in open and short circuits.

Figure 1

Figure 1. The same defect types that impact yield also affect reliability. They are distinguished primarily by their size and where they occur on the device’s pattern structure.

The relationship between yield and reliability defects is not limited to a few specific defect types; any defect type that can cause yield loss is also a reliability concern. Failure analysis indicates that the majority of reliability defects are, in fact, process-related defects that originate in the fab. Because yield and reliability defects share the same root cause, increasing yield (by reducing yield-related defects) will have the additional benefit of improving reliability.

The yellow line in figure 2 shows a typical yield curve. If we only consider chip yield, then at some point, further investment in this process may not be cost-effective and thus the yield tends to level off as time progresses. The blue dashed line in figure 2 shows the curve for the same fab making the same product. However, if they want to supply the automotive industry then they must also account for the costs of poor reliability. In this case further investment is warranted to drive down defect density even further, which will both increase yield and deliver the improved reliability required for automotive suppliers.

Figure 2. Yield curves (Yield versus Time) for different fab types. The yellow line is for non-automotive fabs where the major consideration is fab profitability. At some point the yield is high enough that it is no longer practical to continue trying to drive down defectivity. The blue dashed line is the yield curve that also factors in reliability. For IC products used in the automotive supply chain additional investment must be made to ensure high reliability, which is strongly correlated to yield.

Figure 2. Yield curves (Yield versus Time) for different fab types. The yellow line is for non-automotive fabs where the major consideration is fab profitability. At some point the yield is high enough that it is no longer practical to continue trying to drive down defectivity. The blue dashed line is the yield curve that also factors in reliability. For IC products used in the automotive supply chain additional investment must be made to ensure high reliability, which is strongly correlated to yield.

The change from being a consumer-grade chip supplier to an automotive supplier requires a paradigm shift at the fab management level. Successful semiconductor manufacturers who supply the automotive industry have long adopted the following strategy: The best way to reduce the possibility of latent (reliability) defects is to reduce the fab’s overall random defectivity levels. This means having a world class defect reduction strategy:

  1. Higher baseline yields
  2. Lower incidence of excursions
  3. When excursions do occur, quickly find and fix them inline
  4. Ink out suspicious die using die-level screening

 

These and other strategies will be addressed in forthcoming articles in this Process Watch automotive series.

 

About the Authors:

 

Dr. David W. Price and Jay Rathert are Senior Directors at KLA-Tencor Corp. Dr. Douglas Sutherland is a Principal Scientist at KLA-Tencor Corp. Over the last 15 years, they have worked directly with over 50 semiconductor IC manufacturers to help them optimize their overall process control strategy for a variety of specific markets, including automotive reliability, legacy fab cost and risk optimization, and advanced design rule time-to-market BKMs. The Process Watch series of articles attempts to summarize some of the universal lessons they have observed through these engagements.

 

References:

 

  1. https://www.statista.com/statistics/277931/automotive-electronics-cost-as-a-share-of-total-car-cost-worldwide/
  2. Senftleben and Froehlich, Aspects of Semiconductor Quality from an OEM Perspective, April 2017.
  3. http://www.businessinsider.com/2016-was-a-record-breaking-year-for-global-car-sales-and-it-was-almost-entirely-driven-by-china-2017-1
  4. https://www.consumerreports.org/car-reliability-owner-satisfaction/consumer-reports-car-reliability-survey-2017/
  5. Price and Sutherland, “Process Watch: The Most Expensive Defect, Part 2,” Solid State Technology, July 2015.
  6. Riordan et al., “Microprocessor Reliability Performance as a Function of Die Location for a .25um, Five Layer Metal CMOS Logic Process,” 37th Annual International Reliability Physics Symposium Proceedings (1999): 1-11. http://dx.doi.org/10.1109/RELPHY.1999.761584
  7. Barnett et al., “Extending Integrated-Circuit Yield Models to Estimate Early-Life Reliability,” IEEE Transactions on Reliability, Vol. 52, No. 3., 2003.
  8. Shirley, “A Defect Model of Reliability,” 33rd Annual International Reliability Symposium, Las Vegas, NV, 1995.
  9. Kim et al., “On the Relationship of Semiconductor Yield and Reliability,” IEEE Transactions on Semiconductor Manufacturing, Vol. 18, No. 3, 2005.
  10. Roesch, “Reliability Experience,” Published lecture #12 for Quality and Reliability Engineering ECE 510 at Portland State University, 2013. http://web.cecs.pdx.edu/~cgshirl/Quality%20and%20Reliability%20Engineering.htm
  11. Shirley and Johnson, “Defect Models of Yield and Reliability,” Published lecture #13 for Quality and Reliability Engineering ECE 510 course at Portland State University, 2013. http://web.cecs.pdx.edu/~cgshirl/Quality%20and%20Reliability%20Engineering.htm
  12. Kuper et al., “Relation between Yield and Reliability of Integrated Circuits: Experimental results and Application to Continuous Early Failure Rate Reduction Programs,” Proceedings of the International Reliability Physics Symposium (1996): 17-21.

With consumer television prices falling, global shipments of organic light-emitting diode (OLED) TVs grew 133 percent year over year, reaching a new monthly record of 270,000 units in November 2017, during the lead-up to the holiday shopping season. This growth comes as falling prices placed 55-inch 4K OLED into the budget range of a greater number of high-end holiday shoppers, according to IHS Markit (Nasdaq: INFO).

Overall global liquid crystal display (LCD) TV shipments in November slightly declined by 1.6 percent month over month, falling to 24.4 million units, as Black Friday demand in the United States declined in 2017 compared to the prior year. Total OLED TV shipments from January through November 2017 surpassed 1.3 million units. Together with December estimates, overall OLED TV shipments are likely to exceed 1.4 million units shipped in 2017.

“In 2017, the landscape for OLED TV brands changed as Sony, Toshiba and other major brands began selling OLED TVs,” said Ken Park, associate director, IHS Markit. “The growing number of available OLED TV choices, especially high-profile Japanese and European brands, has resulted in more competition and pricing promotion activity in the OLED TV market.”

LGE dominated the OLED TV market in 2016, accounting for around 92 percent of all units shipped, while several Chinese brands accounted for most of the remaining shipments. During the weeks surrounding Black Friday 2017, LGE dropped the price of its entry-level B7 series 55-inch and 65-inch 4K OLED TVs by $200, pricing its lowest tier 55B7 model at $1,499.

LGE led overall OLED TV shipment volume in November, with a 31 percent month-over-month increase in shipments. Total year-over-year 55-inch OLED TV shipments rose 123 percent in November, while 65-inch shipments grew 157 percent.

IHSM_Monthly_OLED_TV_Shipments_2017_R

Micron and Intel today announced an update to their successful NAND joint development partnership that has helped the companies develop and deliver industry-leading NAND technologies to market.

The announcement involves the companies’ mutual agreement to work independently on future generations of 3D NAND. The companies have agreed to complete development of their third generation of 3D NAND technology, which will be delivered toward the end of this year and extending into early 2019. Beyond that technology node, both companies will develop 3D NAND independently in order to better optimize the technology and products for their individual business needs.

Micron and Intel expect no change in the cadence of their respective 3D NAND technology development of future nodes. The two companies are currently ramping products based on their second generation of 3D NAND (64 layer) technology.

Both companies will also continue to jointly develop and manufacture 3D XPoint™ at the Intel-Micron Flash Technologies (IMFT) joint venture fab in Lehi, Utah, which is now entirely focused on 3D XPoint memory production.

“Micron’s partnership with Intel has been a long-standing collaboration, and we look forward to continuing to work with Intel on other projects as we each forge our own paths in future NAND development,” said Scott DeBoer, executive vice president of Technology Development, Micron. “Our roadmap for 3D NAND technology development is strong, and we intend to bring highly competitive products to market based on our industry-leading 3D NAND technology.”

“Intel and Micron have had a long-term successful partnership that has benefited both companies, and we’ve reached a point in the NAND development partnership where it is the right time for the companies to pursue the markets we’re focused on,” said Rob Crooke, senior vice president and general manager of Non-Volatile Memory Solutions Group, Intel Corporation. “Our roadmap of 3D NAND and Optane™ technology provides our customers with powerful solutions for many of today’s computing and storage needs.”

The latest market research report by Technavio on the global radio-frequency (RF) power semiconductor devices market predicts a CAGR of close to 12% during the period 2017-2021.

The report segments the global RF power semiconductor devices market by application (telecom segment, military segment, and industrial segment), by material (gallium nitride, gallium arsenide, and laterally diffused metal oxide semiconductor), and by geography (the Americas, EMEA, and APAC). It provides a detailed illustration of the major factors influencing the market, including drivers, opportunities, trends, and industry-specific challenges.

 

Increased proliferation of smartphones and tablets: a major market driver

Increased proliferation of smartphones and tablets is one of the major factors driving global RF power semiconductor devices market. The network traffic is growing at an exponential rate because of the increased popularity of mobile computing devices. As a result, there is the continued deployment of the next-generation wireless standards such as 4G and 5G across the globe. The integration of progressive wireless technologies such as long-term evolution (LTE) and Wi-Fi in smartphones and tablets has generated an increased need for new RF features in these devices. The proliferation of mobile computing devices such as smartphones and tablets are expected to encourage RF device manufacturers to develop high-performance RF filters that meet the requirements of smartphones and tablet OEMs.

APAC: largest RF power semiconductor devices market

The RF power semiconductor devices market in APAC will grow rapidly during the forecast period. There is a high demand for improved cellular networks from developing countries such as China, India, South Korea, Taiwan, and Malaysia. Most of these nations are almost at their saturation of 3G services and have started offering 4G as well as LTE services. The high population density of nations such as India and China, along with the economic growth has increased demand for power applications in network infrastructure to offer better services.

According to Rohan Joy Thomas, a lead analyst at Technavio for research on embedded systems, “Taiwanese manufacturers are developing RF devices for smartphones and wireless communications. Companies such as WIN Semiconductors and Visual Photonics Epitaxy are competing in the optic fiber telecommunication markets using their advanced technology to raise their product value and gross margins. WIN Semiconductors utilizes its production facilities at 90% of overall capacity. These positive developments are expected to push the overall market to gain traction in the forecast period.”

Competitive vendor landscape

Like most emerging compound semiconductor technologies, the theoretical benefits of wide bandgap (WBG) materials are well known. However, the practical realization of this technology in microelectronic devices remains at its nascent stage. The strong supply chain of RF devices can help push the use of this technology for RF infrastructure. In 2015, the RF power industry witnessed growth, driven by the large-scale adoption of LTE networks in China and increased demand for cellular infrastructure. Many device manufacturers are equipped with the requirements to make GaN commercially successful. Therefore, Technavio anticipates a speedy increase in the process and product development toward mass manufacturing.

Through three quarters of calendar year 2017, market shares of top semiconductor equipment manufacturers indicate large gains by Tokyo Electron and Lam Research, according to the report “Global Semiconductor Equipment: Markets, Market Shares, Market Forecasts,” recently published by The Information Network, a New Tripoli-based market research company.

The chart below shows shares for the entire year of 2016 and for the first three quarters of 2017. Market shares are for equipment only, excluding service and spare parts, and have been converted for revenues of foreign companies to U.S. dollars on a quarterly exchange rate.

equipment shares

Market leader Applied Materials lost 1.3 share points, dropping from 28.2% in 2016 to 26.9% YTD (year to date). Gaining share are Tokyo Electron Ltd. (TEL), which gained 2.4 share points while rising from 17.0% in 2016 to 19.4% in 2017 YTD. Lam Research gained 1.6 share points and growing from a 19.0% share in 2016 to a 20.6% share in 2017 YTD.

On a competitive basis, Applied Materials competes against both competitors in conductor and dielectric etch equipment and in deposition equipment (atomic layer deposition [ALD] and non-tube low pressure chemical vapor deposition [LPCVD]). TEL also competes against Screen Semiconductor Solutions, which dropped 1.4 share points, in photoresist track and wet clean equipment.

According to SEMI, the industry consortium, semiconductor equipment grew 41% in 2017.