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Power and compound fab capacity projected to top record

Fueled by pent-up demand for automotive electronics caused by semiconductor supply chain disruptions wrought by the pandemic, worldwide installed capacity for power and compound semiconductor fabs is projected to top 10 million wafers per month (WPM) for the first time in 2023, growing to 10.24 million WPM (in 200mm equivalents) and climbing to 10.6 million WPM in 2024, SEMI reports.
IC Industry at heart of possible China takeover of Taiwan Combined, China and Taiwan would hold about 37% of global IC capacity, almost 3 times that of North America. IC Insights discusses the current high tension environment between China and Taiwan and what it could mean for the IC industry.
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ESD industry logs double-digit growth in 2Q21 The Electronic System Design (ESD) industry revenue increased 14.6% year-over-year from USD 2,783.9 million to USD 3,191.4 million in Q2 2021, the ESD Alliance, a part of the SEMI Technology Community, reports.
Taiwanese server ODMs to make up 90% of the production in 2021 Escalating trade tensions between the US and China, rising geopolitical issues, increased tariffs, and uncertainties stemming from the COVID-19 pandemic’s emergence last year have compelled server ODMs to actively shift their operations closer to clients as well as engage in risk mitigation strategies, according to TrendForce’s latest investigations.
DRAM prices projected to enter a period of downswing in 2022 DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in 4Q21 at a QoQ decline of 3-8%, according to TrendForce’s latest investigations.
When will this chip squeeze end? In 2H22 says TrendForce A continued high demand and not enough capacity has seen the continuation of a very persistent chip shortage. But the question is, when can we expect this to end? Well, market intelligence provider TrendForce says it wont happen until the second half of 2022.
Global semiconductor sales grew 29.7% YoY in August The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were USD 47.2 billion in the month of August 2021, an increase of 29.7% over the August 2020 total of USD 36.4 billion and 3.3% more than the July 2021 total of USD 45.7 billion.
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Annual revenue of micro LED chips for TVs to reach $3.4B in 2025 Annual revenue of Micro LED chips for TV is expected to reach USD 3.4 billion in 2025 at a 250% CAGR across the 2021-2025 period, according to TrendForce.
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NAND flash market will see falling quotes & declines in prices The latest analysis of the NAND Flash market from TrendForce finds that shipments have been below expectations for consumer electronics such as smartphones, Chromebooks, and TVs during this second half of the year. At the same time, demand remains sluggish for retail storage products including memory cards and USB drives.
Foundry market tracking toward record-tying 23% growth in 2021 Application processors for 5G smartphones, networking and data center processors drive growth at leading edge but demand seen across all segments, says IC Insights.
DRAM prices projected to decline by 3-8% QoQ in 4Q21 Following the peak period of production in 3Q21, the supply of DRAM will likely begin to outpace demand in 4Q21, according to TrendForce’s latest investigations.
Top10 fabless IC design companies sees new revenue highs In view of the ongoing production capacity shortage in the semiconductor industry and the resultant price hike of chips, revenue of the top 10 IC design companies for 2Q21 reached USD 29.8 billion, a 60.8% YoY increase, according to TrendForce's latest investigations.
Apparent oversupply of TV panels to be addressed with capacity adjustments Thanks to their continued capacity expansion and M&A efforts, Chinese panel manufacturers accounted for nearly 60% of the global supply of TV panels in 1H21, according to TrendForce.
GaN power devices market to growth at 78% CAGR through 2025 Demand for elecom base stations, converters, and charging stations has seen considerable growth this year as a result of ongoing developments in 5G telecommunication, consumer electronics, industrial energy conversion, and new energy vehicles (NEV), according to TrendForce.
Global smartphone production declines by 11% QoQ to 307M units for 2Q21 The recent surges of COVID-19 cases in India, Vietnam, and other Southeast Asian countries have adversely affected the global smartphone market in terms of production and demand, according to TrendForce.
DRAM revenue undergoes 26% increase QoQ for 2Q21 After DRAM prices made a rebound into an upward trajectory in 1Q21, buyers expanded their DRAM procurement activities in 2Q21 as they anticipated a further price hike and insufficient supply going forward, according to market researcher TrendForce.
European semiconductor distribution tops 25% growth The COVID-19 dent in the European semiconductor distribution market seems to be over. While Q1 was still negative, Q2/CY21 more than compensated for it and ended up with 25.2% growth to over EUR 2.3 Billion combined distribution revenue of all DMASS members (semi only).
Robust growth expected for nearly all IC products in 2021 Special Purpose Logic, DRAM, Cellphone MPUs, and Display Drivers forecast to lead industry-wide upturn as demand extends into the second half of the year, says IC Insights.
Leading China OEM suppliers, 2020 - the top 10 list The emergence of the new coronavirus in late 2019 and the still-ongoing pandemic it caused led to an unprecedented global economic downturn. Virtually every nation on the globe felt its effect, but some appear to be recovering faster than others, reports New Venture Research.
Server DRAM prices expected to rise by 5-10% QoQ in 3Q21 Suppliers and clients in the server DRAM market are still having difficulty in reaching agreements on prices for 3Q21 contracts even though the quarter is well underway, according to TrendForce’s latest investigations.
Contract prices of PC DRAM to decline by 0-5% in 4Q21 Now that most negotiations over contract prices of PC DRAM for 3Q21 have concluded, DRAM suppliers’ low inventories and the arrival of the peak season for DRAM procurement have resulted in a 3-8% QoQ increase in PC DRAM contract prices for 3Q21, although this is a relatively muted growth compared to the 25% increase experienced in 2Q21, according to TrendForce’s latest investigations.
Sudden drop in cryptocurrency prices hurts graphics DRAM market The stay-at-home economy remains robust due to the ongoing COVID-19 pandemic, so the sales of gaming products such as game consoles and the demand for related components are being kept at a decent level, according to TrendForce’s latest investigations.
A worsening of the pandemic could spell trouble for MLCC suppliers A potential worsening of the pandemic in the Philippines may hinder both production and shipment from major MLCC manufacturers such as Murata and Samsung, Says TrendForce.
OLED panels to penetrate TV panel market by 3% in 2021 Thanks to TV manufacturers’ aggressive procurement activities, global TV panel shipment for 1H21 reached 135.2 million pieces, a 3.5% YoY increase, according to TrendForce’s latest investigations.
Revenue of micro LED chips for TVs expected to reach $3.4B in 2025 Annual revenue of Micro LED chips for TV is expected to reach USD 3.4 billion in 2025 at a 250% CAGR across the 2021-2025 period, according to TrendForce’s latest investigations.
Enterprise SSD contract prices likely to increase by 15% QoQ The ramp-up of the Intel Ice Lake and AMD Milan processors is expected to not only propel growths in server shipment for two consecutive quarters from 2Q21 to 3Q21, but also drive up the share of high-density products in North American hyperscalers’ enterprise SSD purchases, according to TrendForce’s latest investigations.
Gartner: chip shortage to persist until 2Q22 The worldwide semiconductor shortage will persist through 2021, and is expected to recover to normal levels by the second quarter of 2022, according to Gartner, Inc.
IC Insights forecasts a 21% surge in IC unit shipments this year A 21% jump would be the largest increase in IC unit shipments since the boom year of 2010.
China leads post-pandemic robot recovery Preliminary data from the International Federation of Robotics (IFR) shows that sales in China increased 19% in 2020.
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October 14 2021 5:14 pm V18.25.1-2