By RJ Bardsley
Jan 30, 2022
There are some great stats on the silicon industry in this recent story in The Wall Street Journal. Here are a few numbers from the piece highlighting the state of the industry, and where it’s headed:
- Silicon industry sales hit a collective $500 billion in 2021
- But supply isn’t keeping up with demand; U.S. manufacturers are down to five days of inventory for key chips—compared with a 40-day supply a few years ago.
- The average wait time for chips is now up to 25 weeks; 10-14 weeks is considered healthy
- There was a ton of investment in the silicon industry over the last year or so; Bain Capital now expects there could be overcapacity in the industry by 2025
- But that doesn’t mean there won’t be growth – Gartner is predicting $692.5 billion in sales by 2025, and up to $1 trillion by 2030
Comments