Sales of optoelectronics, sensors, actuators and discrete semiconductors collectively increased 9% to $63.8 billion in 2014, after rising just 1% in 2012 and 2013, according to IC Insights.
Modest gains in the global economy, steady increases in electronic systems production and higher unit demand in 2014 drove a strong recovery in discretes along with substantial improvements in sensors/actuators and greater growth in optoelectronics, said IC Insights.
Each of the three O-S-D market segments are forecast to increase at or above their long-term annual growth rates in 2015 and 2016 as the global economy continues to gradually improve and major new end-use systems applications boost sales in some of the largest product categories of optoelectronics, sensors/actuators, and discretes. After a modest slowdown in 2017, due to the next anticipated economic downturn, all three O-S-D market segments are expected to continue reaching record-high sales in 2018 and 2019, IC Insights indicated.
Optoelectronics sales are now forecast to rise 10% in 2015 to set a new record-high US$34.8 billion, after growing 8% in 2014 to reach the current annual peak of US$31.6 billion, IC Insights said.
Sales of sensors/actuators are also expected to strengthen slightly in 2015, rising 7% to US$9.9 billion, which will break the current record high of US$9.2 billion set in 2014 when this market segment grew 6%, IC Insights said.
The commodity-filled discretes market is forecast to see a more normal 5% increase in 2015 and reach a new record high of US$24.2 billion, after roaring back in 2014 with a strong 11% increase following declines of 7% in 2012 and 5% in 2013, IC Insights said. The two-year drop was the first back-to-back decline for discretes sales in more than 30 years and primarily resulted from delays in purchases of power transistors and other devices as cautious systems manufacturers kept their inventories low in the midst of uncertainty about the weak global economy and end-user demand.
In 2014, combined sales of O-S-D accounted for 18% of the semiconductor industry’s US$354.9 billion in total revenues compared to 16% in 2004 and 13% in 1994, IC Insights said. On the strength of optoelectronics and sensor products – including CMOS image sensors, high-brightness light-emitting diodes (LEDs), and devices built with microelectromechanical systems (MEMS) technology – total O-S-D sales have outpaced the compound annual growth rate (CAGR) of ICs since the late 1990s. This trend will continue between 2014 and 2019 with combined O-S-D sales projected to grow by a CAGR of 6.9% versus 5.5% for ICs, IC Insights said.
Strong optoelectronics growth will be driven in the next five years by new embedded cameras and image-recognition systems made with CMOS imaging devices, as well as the spread of LED-based solid-state lights and high-speed fiber optic networks built with laser transmitters that are needed to keep up with tremendous increases in Internet traffic, video transmissions and cloud-computing services, including those connected to the huge potential of the Internet of Things (IoT), IC Insights said.
The sensors/actuators market is forecast to see steady growth from high unit demand driven by the spread of automated embedded-control functions, new sensing networks, wearable systems, and measurement capabilities being connected to IoT in the second half of this decade, IC Insights said.
Discretes sales are expected to climb higher, primarily due to strong growth in power transistors and other devices used in battery-operated electronics and to make all types of systems more energy efficient – including automobiles, high-density servers in Internet data centers, industrial equipment,and home appliances, IC Insights said.
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