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    Santa Delivers 46% Growth

    Semiconductor Analytics: January 5, 2022

    G. Dan Hutcheson G. Dan Hutcheson

    VLSI's Semiconductor Analytics Report

    Semiconductor sales went to their normal Christmas W/W roll-over, while Santa delivered Y/Y growth of 46% in the last week of the year. Even though they finished the year at a thin-oxygen height, Semiconductor Sales growth continued towards historic trend rates. 2021 was a hot year for sales, which have been up and to the right since March of 2021, reaching $0.6T and on track to hit $1T by 2030. All segments closed out the year at extremely high Y/Y growth levels. Though they did cool in the year's last weeks. The 13-wk MA growth ranged between ~15% and ~40%, with DRAM fastest and Analog & Power the slowest. Most semiconductor forecasts for 2022 are similar to VLSI's 10%. One thing that's clear is the Auto IC shortage peaked last summer and cooled. The same is true for A&P. Memory continues to show an upward growth trend.

    VLSI's IC Supply/Demand indices continued to favor DRAM, OSAT, and Auto thru the holidays. All 3 were Shortages as 4Q21 conditions closed out Tight overall. The normal EoY demand and 2021 capacity expansion drove foundry into Loose conditions, with the surprise that More than Moore improved to Loose after stepping into Saturated for 2 weeks. NAND, IDM, and Analog & Power held at Tight levels.

    Electronics' Retail Prices rose sharply through the holidays.

    Santa delivers 46% growth
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