Industry association SEMI reports sales of silicon wafers soared 43 percent in 2010 to $10.19 billion. This year growth is expected to be a more modest 5.9 percent.
The fact that semiconductor IC revenue increased by 31.8 percent in 2010 to $298.31 billion suggests that either there was some building of circuits for inventory and some attrition of the average selling price for ICs.
Growth was strong for all wafer diameters. Both 150- and 200-mm wafer shipments increased by rates comparable to 300-mm wafer shipments last year. Overall, 6 percent wafer shipment growth is currently estimated for 2011, with 300-mm shipments likely growing in the range of 11 to 13 percent. Both 150- and 200-mm should see slower growth, with increases in the 2 to 3 percent range forecasted.