This indicates that chip supply problems are due to high demand rather than low supply.
The 13.4 percent lift will lift shipments to a record level of 1.13 trillion, which includes optoelectronics, sensor/actuator, and discrete (O-S-D) devices as well as analog, mixed-signal, logic and memory components.
Semiconductor annual shipments from 1978 to 2021 (estimated) in billions of units. Source: IC Insights.
O-S-D devices are forecast to account for 67 percent of total semiconductor shipments compared to 33 percent for ICs. With 38 percent share, discrete devices are expected to account for the largest portion of semiconductor shipments followed by optoelectronics (26 percent), and analog IC devices (18 percent).
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