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Article posting a graph of rising fab usage from systems companies

J

jms_embedded

Well-known member
This is driving me nuts -- does anyone remember an article in the last few months showing a bar graph of total fab output to various end customers (IDM, fabless, systems companies) with rising share from systems companies like Apple?

I have been searching to find it again without luck.
 
Grr. Of course, after searching for it for an hour, I find it only five minutes after posting my question here.

It was from Wally Rhines' book on this site: https://semiwiki.com/books/Predicting Trends PDF Version Final.pdf page 96

1646580528037.png
 
Systems companies now dominate foundry, EDA, and IP revenue. Apple alone is 20-25% of TSMC's revenue. You also need to include Samsung's systems business which is huge. It really has come full circle. The semiconductor industry started with systems companies making their own chips. Then IDMs followed by the fabless companies. The question I have is: Will systems companies continue to dominate chip design or will IDMs or fabless companies rise again?
 
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