How megatrends will drive More-than-Moore wafer usage

June 27, 2018 //By Peter Clarke
How megatrends will drive More-than-Moore wafer usage
Annual wafer usage for components for More-than-Moore applications is expected to grow at an almost 10 percent compound annual growth rate (CAGR) from 2017 to 2023, driven by long-term trends in 5G cellular communications, autonomous vehicles, IoT and mobile devices, according to market research firm Yole Developpement.

More-than-Moore components include MEMS sensors, CMOS image sensors and power devices, smartpower and RF devices. The combination of 6-inch and 8-inch wafer used for these components is forecast to represent more than 60 percent of total More-than-Moore (MtM) wafer consumption but despite silicon's dominance in the semiconductor area, alternative substrates are disrupting the More than Moore market.

More-than-Moore wafer use reached almost 45 million 8-inch equivalent wafers in 2017. The wafer usage is expected to reach more than 66 million 8-inch equivalent wafers by 2023, representing an almost 10 percent CAGR between 2017 and 2023.

"The megatrends are covering the following market segments: 5G including wireless infrastructure and mobile, mobile with additional functionalities, voice processing, smart automotive, augmented reality, virtual reality and artificial intelligence," said Amandine Pizzagalli, an analyst with Yole, in a statement.

Power, 5G, mobile and automobile

Driven by the increasing deployment of renewable energy sources, industrial motor drives and growing deployment of electric vehicles the market for wafers for power devices is expected to show a CAGR of almost 13 percent from 2017 to 2023. In 2017, power semiconductors accounted for more than 60 percent of overall MtM wafer starts.

Overall wafer usage broken down by component category in 8-inch equivalent wafers. Source: Yole Developpement.

5G cellular communications requires new antennas and filtering functionality and stringent requirements to achieve higher data rates will lead to increasing demand for RF components such as RF filters, power amplifiers and low noise amplifiers to ensure access to tomorrow’s radio network.

Meanwhile the increasing functionality of mobile devices will see increased numbers of MtM devices being integrated. These will include fingerprint sensors, ambient light sensors, 3D sensing, microphones, and inertial MEMS devices. This will, in the near future, contribute to strong wafer growth in the MEMS & sensors wafer market.

Next: Smart automobiles

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