Covid-19 expected to limit growth rates for many IC products NAND flash, DRAM, computer CPU, and embedded MPUs show improvement for 2020, but consumers and businesses moving cautiously forward with system purchases, says IC Insights.
Global semi sales increase 5.1% YoY in June Worldwide sales of semiconductors were USD 34.5 billion in June 2020, an increase of 5.1% from the June 2019 of USD 32.9 billion.
BOE takes the lead as Chinese panel manufacturers expand on the market BOE and CSOT strategically adjusted their Gen 8.5 production lines by shifting some production capacities from TV panels to monitor panels instead, according to TrendForce’s latest investigations.
AR/VR devices shipment projected to reach 43.2M units in 2025 Total shipment of AR/VR devices is expected to reach 5.12 million units in 2020, according to TrendForce.
NA semiconductor equipment industry posts June 2020 billings North America-based manufacturers of semiconductor equipment posted USD 2.32 billion in billings worldwide in June 2020 (three-month average basis), according SEMI.
Chip production equipment spending to hit record levels in 2021 following strong 2020 Global sales of semiconductor manufacturing equipment by original equipment manufacturers are projected to increase six% to USD 63.2 billion in 2020 compared to USD 59.6 billion in 2019 before logging record high revenue of USD 70 billion in 2021 on the strength of double-digit growth, according to SEMI.
Chinese polarizer manufacturers to occupy over 40% of global production capacity The display panel industry is expected to see limited growth in large-sized panel input area in 2020 due to the COVID-19 pandemic’s impact and the continued reduction of LCD production capacity in Korea, according to TrendForce’s latest investigations.
Curved monitor shipment projected to exceed 12M units in 2020 Owing to excellent sales performances of curved gaming monitors and Samsung’s aggressive promotional push, curved monitor shipment is projected to reach 12.86 million units in 2020, a 24% increase YoY, according to TrendForce’s latest investigations.
The pandemic had a bigger impact than expected for Aspocomp Aspocomp is lowering its net sales and operating result forecast for 2020 due to the effects of the coronavirus pandemic.
Taiwan edges South Korea as largest base for IC Wafer Capacity China's capacity expansion forecast to push the country into second place in the regional rankings in 2022, trailing only Taiwan in size, says IC Insights.
Top semiconductor suppliers defy weak market conditions in Q1 Defying a decline in market revenue, the world’s top-10 semiconductor suppliers managed to generate revenue growth of 2.1% in the first quarter, as the companies benefitted from a COVID-19-driven increase in PC and server sales.
NA semiconductor equipment industry posts May 2020 billings North America-based manufacturers of semiconductor equipment posted USD 2.35 billion in billings worldwide in May 2020, according SEMI.
Tight Supply of DDI to Persist in 2H20 According to TrendForce, foundries have maintained a high level of capacity utilisation in 1H20 in spite of disruptions caused by the COVID-19 pandemic.
CHIPS for America Act to increase manufacturing in the U.S. Facing a 50% decline in the U.S. share of global semiconductor manufacturing capacity over the past 20 years, the U.S. congress has introduced the Creating Helpful Incentives to Produce Semiconductors for America Act (CHIPS for America Act), highlighted by a federal investment tax credit (ITC).
Total foundry revenue increases by 20% YoY in 2Q20 According to the latest investigations by TrendForce, the combined revenues of the top 10 foundries increased by more than 20% YoY in 2Q20.
Worldwide semiconductor market growth is expected to accelerate in 2021 The worldwide semiconductor market is expected to increase 3.3% in 2020, accelerating to 6.2 % in 2021, says the European Semiconductor Industry Association.
COVID-19 decimates automotive power semiconductor revenue in 2020 The COVID-19 pandemic is wreaking havoc on sales of automotive power semiconductors, with falling demand for motor vehicles causing global market revenue to decline by 16 percent in 2020.
Global semiconductor sales down 1.2 percent in April 2020 Global semiconductor sales in April 2020 were USD 34.434 billion, up 6.1% versus the same month in 2019, says the European Semiconductor Industry Association (ESIA).
Reshaping production post COVID-19 As manufacturers re-open after COVID-19 related lockdowns, economic and supply chain disruptions may be felt beyond 2020. How companies shift in the short-term and plan for the long-term will be factors in defining “new normal” for the component industry.
TI maintains firm grip as world's top analog IC supplier TI's 2019 analog marketshare grew to 19% and ST climbed to fourth place as the top-10 suppliers collectively accounted for 62% of total analog sales.
NAND Flash Revenue Undergoes 8.3% QoQ Growth in 1Q20 NAND Flash bit shipment in 1Q20 was relatively on par with 4Q19, says the DRAMeXchange research division of TrendForce. The overall ASP of NAND Flash products also climbed during the period. As a result, the global NAND Flash revenue for the quarter went up by 8.3% QoQ to USD 13.6 billion.
NA semiconductor equipment industry posts April 2020 billings North America-based manufacturers of semiconductor equipment posted USD 2.26 billion in billings worldwide in April 2020 (three-month average basis), according to SEMI.
Expanded US rules sanctioning Huawei to have little impact on memory industry TrendForce believes that the latest updates to the sanctions will have a relatively low impact, in the short term, on Huawei’s shipment of smartphones, notebook computers, and servers – products for which Huawei is relatively well stocked on components.
Current pandemic slows down business development in German component distribution German distribution of electronic components (according to FBDi e.V.) continues to decline in the first quarter of 2020. The order situation improves slightly, at a low level. The FBDi calls for future-oriented course-setting and investments in infrastructure.Load more news
Evertiq COVID-19 Update
- Expanded US rules sanctioning Huawei to have little impact on memory industry
- Rebound Electronics expands in Asia
- NAND Flash Revenue Undergoes 8.3% QoQ Growth in 1Q20
- Rolls-Royce takes heavy hit from COVID-19 – reduces workforce by 9000
- COVID-19 highlights the gravity of the secondary market for SME
- Schweizer starts production at its new location in China
Evertiq in Pictures