The semiconductor industry’s increasing focus on mobile devices will mean that foundry industry growth will outpace overall semiconductor industry growth for the foreseeable future, says Gartner Dataquest.
Gartner reckons the annual sales of mobile phones will grow from this year’s 95m units to 2.3bn units in 2016, while tablets will grow from 120m units this year to 310m units in 2016.
Mobile phones and tablets required the latest processes, says Gartner, because of their performance and low power requirements.
Therefore the combined growth of mobile phones and tablets, at 145m units per year, will drive demand for ICs used in mobile devices principally application processors, baseband and CMOS image sensor chips.
And these ICs are mostly made in foundries.