These data come from the latest application market prediction AMFT, which predicts chips containing nearly 100 application device markets, including 50 semiconductor device categories.
Based on the results of the first quarter, we also weighed the recent volatility of the DRAM market. IHS expects that the full-year chip revenue growth in 2018 will be reduced from the original expected 7.5% to 7.2%. However, at the end of the second quarter, This slightly weaker outlook may be improved because of various signs that the semiconductor field has regained its vitality.
The fastest-increasing chip revenue in the first quarter of 2018 was data processing electronics. The main growth drivers in this area include the use of solid state drives (SSD) to replace traditional hard drives on laptops and desktops, and the use of SSDs. The pricing of NAND flash memory has soared. Because there is no movement or the impact of mechanical components is easy to fall or shake, SSD provides faster performance and stronger durability than hard disks.
Semiconductors used in data processing equipment and devices generated revenue of $38.4 billion in the first quarter of 2018, an increase of 19.5% from $32.2 billion in the first quarter of 2017. Data processing market segments include data center servers, workstations, desktops Machines, mobile PCs, tablet computers, DRAM upgrade modules, flat panel displays and data storage devices such as hard disk drives, solid state drives and optical drives.
The second fastest growing market segment is wireline communications. Although revenue in this segment was $5.8 billion for the smallest market, semiconductor revenues used in wireline communications equipment and devices increased by 17.5%. Growth drivers include Security monitoring analysis (threat-mitigation) products, data center network equipment, enterprise Ethernet switches and routers, etc.
Other market segments ranked quarter-over-year, followed by: Consumer electronics growth 16.5%, wireless communications 16.3%, industrial electronics 14.9%, and automobiles 13.9%.
The following table shows semiconductor revenues for electronic devices and devices in 6 industries tracked by AMFT:
In terms of scale, data processing has become a leading market segment with nearly $40 billion in revenue. The second highest ranking is wireless communications, with total revenue of $33.9 billion over the same period.
Among the electronic devices and devices, wireless communication segment revenue has the highest growth rate among OEMs, which grew from US$55.8 billion in the fourth quarter of 2017 to US$112 billion in the first quarter of 2018, a growth rate of up to 17%. .