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China now tops the Americas and Japan in IC capacity

When it comes to worldwide IC wafer capacity a lot has happened over the years. Back in 2012 for example, China was ranked fifth among seven regions globally in regards to IC wafer capacity – now it holds the number three position.
NA semi equipment industry posts December 2020 billings North America-based manufacturers of semiconductor equipment posted USD 2.68 billion in billings worldwide in December 2020, according SEMI.
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Mini LED chip revenue likely to reach USD 270M in 2021 As various TV manufacturers such as Samsung, LG, and TCL announced their new models equipped with Mini LED backlights at CES 2021, TrendForce's investigations shows that total Mini LED chip revenue from Mini LED backlight TVs to potentially reach USD 270 million in 2021, as manufacturers gradually overcome technological bottlenecks and lower their overall manufacturing costs.
Industry R&D spending to rise 4% after 2020 record Intel stays on top of research and development ranking, but its share of total industry R&D expenditures dipped after its spending decreased 4% in 2020. AMD moved into the R&D top 10, says new report.
TrendForce expects 5-10% price hike for LED chips While major OEMs such as Apple and Samsung prepare to release their new notebook computers, tablets, and TVs that are fully equipped with Mini LED backlights this year, various companies in the LED supply chain began procuring Mini LED chips ahead of time in 4Q20, leading to an explosive demand growth for these chips, which in turn crowded out the LED suppliers’ production capacities for other mainstream LED chips.
TDDI IC shipments poised for growth due to strong end-demand Given the forecasted recovery of the smartphone market and the corresponding rise in TDDI IC demand throughout this year, total smartphone TDDI IC shipment for 2021 is expected to reach 760 million units, according to TrendForce’s latest investigations.
Limited IC supply to bottleneck monitor panel shipments The stay-at-home economy generated by the COVID-19 pandemic has resulted in persistent demand for IT products such as monitors, says TrendForce.
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Security that builds value: managed NAND as a foundation for IoT security One of the fastest growing markets in the semiconductor industry is that of non-volatile memory (NVM). Among the main drivers for this enormous growth in data generation are vast movements towards cloud storage, the Internet of Things (IoT), and autonomous driving.
TSMC to kick off mass production of Intel CPUs in 2H21 Intel has outsourced the production of about 15-20% of its non-CPU chips, with most of the wafer starts for these products assigned to TSMC and UMC, according to TrendForce’s latest investigations.
Five mega-deals pushed M&A value to $118B last year The value of the mergers and acquisitions seen last year within the semiconductor industry set a new record. Five big acquisition announcements and more than a dozen smaller deals in 2020 pushed the total value of M&A agreements in the year to an all-time high of USD 118.0 billion, surpassing the previous record of USD 107.7 billion reached in 2015
Power outage at UMC Lixing causes large-scale voltage drops in vicinity An abnormality which caused a power outage in the GIS (gas insulated switchgear) equipment at UMC’s facilities on Lixing Road, Hsinchu, resulted in a voltage drop for other fabs located in the surrounding area, according to TrendForce’s latest investigations.
China to fall far short of its ‘Made in China 2025’ goals for ICs IC Insights forecasts China-produced ICs will represent only 19.4% of its IC market in 2025, a fraction of the Made in China 2025 goal of 70%.
Global notebook shipment expected to reach 217M units in 2021 Owing to the stay-at-home economy brought about by the COVID-19 pandemic in 2020, not only did yearly notebook computer shipment surpass 200 million units for the first time ever, but the 22.5% YoY growth was also the highest on record, says TrendForce.
Tight LDDI supply expected to continue in 2021 Demand for IT panels skyrocketed in 2020 due to the rising popularity of WFH and distance education, in turn propelling large-sized display driver IC (LDDI) demand to 5.827 billion units, a 2.3% growth YoY, according to TrendForce’s latest investigations.
Global smartphone production expected to reach 1.36B units in 2021 Owing to the impact of the COVID-19 pandemic, global smartphone production reached a mere 1.25 billion units in 2020, a record-breaking 11% YoY decrease, according to TrendForce’s latest investigations.
Global semiconductor sales increased 7% YoY in November The Semiconductor Industry Association (SIA) says that worldwide sales of semiconductors reached USD 39.4 billion for the month of November 2020, an increase of 7.0% compared to the November 2019 total of USD 36.9 billion and 1.1% more than the October 2020 total of USD 39.0 billion.
Samsung to continue LCD panel manufacturing throughout 2021 Despite previous expectations to shutter its LCD panel manufacturing operations, Samsung Display (SDC) will continue manufacturing panels in Korea, with a Gen 7 and two Gen 8.5 production lines operating throughout 1Q21, according to TrendForce’s latest investigations.
Prices of NAND flash controller ICs poised to rise by 15-20% In the upstream semiconductor industry, the major foundries such as TSMC and UMC are reporting fully loaded capacities, while in the downstream, the available production capacity for OSAT is also lacking, according to TrendForce’s latest investigations.
NA semiconductor equipment industry posts November 2020 billings North America-based manufacturers of semiconductor equipment posted USD 2.61 billion in billings worldwide in November 2020 (three-month average basis), according to SEMI.
The secondary SME market is headed in a clear direction in 2021 The global secondary SME market is headed in a clear direction in 2021; Moov – a global marketplace for pre-owned semiconductor equipment – lists five reasons to why this is.
TrendForce: new iPhone models key to Qualcomm’s top spot in 3Q20 Apple’s release of the iPhone 12, which has been popular in the consumer markets, led to soaring demand for Qualcomm’s 5G modems and RF chips, in turn propelling Qualcomm’s revenues past that of its rival Broadcom once again to clinch the number one spot in the revenue ranking of global top 10 IC design (fabless) companies for 3Q20, says TrendForce.
Record growth projected for semiconductor equipment market Global sales of semiconductor manufacturing equipment by OEM’s are projected to increase 16% from USD 59.6 billion in 2019 and register a new industry record of USD 68.9 billion in 2020, SEMI reports.
Foundry and DRAM manufacturing unaffected by Taiwan earthquake An earthquake that was 6.7 in magnitude occurred off the eastern coast of Taiwan at 9:19 p.m. on December 10. Right after the earthquake had struck, TrendForce immediately began checking the operational statuses of the semiconductor plants in Taiwan and surveying the possible damages resulting from the event.
Oversupply to continue affecting NAND flash prices The percentage distribution of 2021 NAND Flash bit demand by application currently shows that client SSD accounts for 31%, enterprise SSD 20%, eMMC/UFS 41%, and NAND wafer 8%, according to TrendForce’s latest investigations.
DRAM ASP to recover from decline in 1Q21 The DRAM market exhibits a healthier and more balanced supply/demand relationship compared with the NAND Flash market because of its oligopolistic structure, says to TrendForce.
DRAM leads in revenue, NAND with top percentage growth in 2020 21 of 33 IC product categories to see positive growth in 2020 demonstrating remarkable resilience of IC market during pandemic-induced global economic downturn, says IC Insights.
Is This The Perfect Storm? As we reach the end of a difficult year managing the many challenges caused by the COVID-19 pandemic, another series of challenges is rapidly coming into focus for EMEA and North American PCB manufacturers and their supply base.
China’s semiconductor progress to take a hit as the US blacklists SMIC On December 3, the U.S. Department of Defense announced its latest sanctions against four Chinese companies, including SMIC, which is the leading foundry in China, according to TrendForce.
Total revenue of top 10 foundries expected to increase by 18% YoY in 4Q20 Demand in the foundry market has remained strong in 4Q20, as production capacities across the industry remain fully loaded, with the tight supply of wafer capacities leading to a price hike in foundry services and subsequently driving up total quarterly industry revenue, according to TrendForce.
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January 26 2021 10:57 am V18.15.16-1