Although the SOI market only about 1.4 percent of total silicon demand
in 2007, the wafer technology is expected to have a CAGR of 11 percent
and reach $1.1 billion in revenues by 2012, according to a new report
from VLSI Research.
Sales in 2008 are expected to be slightly down from 2007 but will
see double-digit growths stimulated by the 45nm transition by existing
SOI users as well as potential new customers, the market research firm
said. The market had been growing at a CAGR of 36 percent for the past
three years.
From a market share perspective, Soitec continues
to be the leading player with a reported 67 percent worldwide share.
Shin Etsu Handotai, which licenses Soitec’s ‘Smart Cut’ remains the
number two player in this market.