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Gartner says chip shortage to persist until 2Q22

By the looks of it we will have to deal with the global semiconductor shortage for the remainder of the year, and even longer. Research and advisory company Gartner says that it doesn't expect the market to recover to normal levels until the second quarter of 2022.
DMASS: '2021 to bring more of what we've seen' The European semiconductor distribution market started 2021 with a “flat tyre”, despite a significant increase in bookings since last quarter. According to DMASS, sales in the European Semiconductor Distribution Market fell by 1.6% to EUR 2.17 billion. Sequential growth of 15.6% however, indicates strong turnaround.
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CMOS image sensors to regain strength after slowing in 2020 Economic recovery from the fallout of the Covid-19 pandemic, new 5G smartphones, machine vision, and more embedded cameras will drive up CMOS image sensor sales to record high levels through 2025, says IC Insights in new O-S-D report.
DRAM revenue for 1Q/21 with an 8.7% increase QoQ Demand for DRAM exceeded expectations in 1Q/21 as the proliferation of WFH and distance education resulted in high demand for notebook computers against market headwinds, according to market researcher TrendForce.
Growth in smartphone production for 2021 drops to 8.5% YoY TrendForce’s investigations find that India has become the second largest market for smartphones since 2019. However, the recent worsening of the COVID-19 pandemic in the country has severely impaired India’s domestic economy and subsequently dampened various smartphone brands’ production volume and sales (sell-in) performances there.
Worldwide semiconductor revenue grew 10.8% in 2020 to $464B Despite the impact of COVID-19 on the global economy, the semiconductor market performed strongly in 2020. Demand by industry was uneven throughout the year due to global lockdowns, remote work and education, and shifts in consumer buying behaviour, according to the IDC who believes that growth will accelerate this year, desipte market shortages.
Samsung expected to overtake Intel once again in 2Q21 Intel’s lackluster performance and surging DRAM market forecast to put Samsung in the lead among semiconductor supplier
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Silicon wafer shipments edge higher in 1Q21 - set new record Worldwide silicon wafer area shipments increased 4% to 3,337 million square inches in the first quarter of 2021 compared to the fourth quarter of 2020, topping the previous historical high set in the third quarter of 2018, according to the SEMI Silicon Manufacturers Group (SMG).
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European semiconductor sales up 5.8% MoM European semiconductor sales in March 2021 reached USD 3.683 billion, an increase of 5.8% compared to February sales of USD 3.482 billion, the European Semiconductor Industry Association (ESIA) reports.
Fabless suppliers held a record 33% of the 2020 IC market Fabless IC suppliers registered a strong 24% surge in sales last year as compared to only an 8% increase by the IDMs. And as IC Insight's points out in its April update to the 2021 McClean report, sales growth rates of fabless IC companies versus IDM (integrated device manufacturers) IC suppliers have historically been very different.
Better display specs translate to higher sales for Apple Shipment of Apple's Mini LED iPad Pro expected to reach five million units in 2021, all thanks to improved display technology, says market researcher.
DRAM prices projected to rise by 18-23% QoQ in 2Q21 TrendForce’s investigations find that DRAM suppliers and major PC OEMs are currently participating in the critical period of negotiating with each other over contract prices for 2Q21.
GCP, AWS to become main drivers of global server demand Thanks to their flexible pricing schemes and diverse service offerings, CSPs have been a direct, major driver of enterprise demand for cloud services, according to TrendForce’s latest investigations.
Impact of power outage on TSMC fab still under assessment TSMC’s Fab14 P7 in the Southern Taiwan Science Park suffered a power outage on April 14th. The cause of the power outage was an accidental severing of an underground power cable during construction work nearby.
Price and lead time trends for 2Q 2021 Since the turn of the year 2021, the market has changed dramatically and ongoing strong demand continues to outstrip supply, perpetuating very long lead times and continual review of pricing by manufacturers.
Foundry revenue projected to reach historical high in 2021 As the global economy enters the post-pandemic era, technologies including 5G, WiFi6/6E, and HPC (high-performance computing) have been advancing rapidly, in turn bringing about a fundamental, structural change in the semiconductor industry as well, says TrendForce.
2020 global semiconductor equipment sales surge 19% Worldwide sales of semiconductor manufacturing equipment surged 19% from USD 59.8 billion in 2019 to a new all-time high of USD 71.2 billion in 2020, says SEMI.
Top 10 semiconductor vendors by 2020 revenue Worldwide semiconductor revenue totaled USD 466.2 billion in 2020, an increase of 10.4% from 2019, according to final results by Gartner, Inc.
MMI: Top 50 EMS sales reached $384 billion in 2020 Manufacturing Market Insider says that In 2020, sales from the Top 50 EMS companies accounted for USD 384 billion in revenue – an increase of USD 17 billion from 2019.
Smartphone camera module shipment to hit new highs In response to consumers’ growing emphasis on camera performance as a major selling point of smartphones, smartphone brands have successively released multi-camera handsets to target this rising demand and seize market shares, in turn driving up the annual shipment volume of smartphone camera modules, according to TrendForce.
Chinese suppliers take top spots in TV panel shipment ranking As Samsung Display (SDC) decided to extend the manufacturing operations of its Korea-based Gen 8.5 LCD fab, and tier-two panel suppliers are still slow to reassign their production capacities from TV panels to IT panels, TrendForce expects total TV panel shipment for 2021 to reach 269 million units, which is relatively unchanged compared to 2020 levels.
From ninth place in the global ranking to exiting the market TrendForce’s investigations finds that LG manufactured merely 30.6 million smartphones last year, which represented a 2.4% market share. The Korean company took ninth place in the global ranking of smartphone brands by production volume in 2020.
European semiconductor sales grew 6.8% in February European semiconductor sales in February 2021 reached USD 3.482 billion, an increase of 6.8% versus the same month one year ago, the European Semiconductor Industry Association. (ESIA)
Total O-S-D sales gain momentum Total O-S-D sales set a record high in 2020 despite the Covid-19 virus crisis wrecking the global economy. In a 2021 rebound, optoelectronics is expected to join sensors/actuators and discretes in strong growth.
Historical high for notebook panel shipment in 1Q21 The onset of the COVID-19 pandemic in turn generated a high demand for notebook computers. While demand began ramping up in 2Q20, subsequently resulting in a shortage in 3Q20 and 4Q20, the shortage in the notebook market has yet to be resolved even now, according to TrendForce’s latest investigations.
North American EMS industry up 6.4% in February Total North American EMS shipments in February 2021 were up 6.4% compared to the same month last year. Compared to the preceding month, February shipments fell 1.7%, says the IPC.
Top 10 fabless IC design companies see 26.4% YoY increase Qualcomm was able to overtake Broadcom for the leading position in the top 10 list primarily due to two reasons: First, the sudden demand surge for network devices; and second, Apple’s decision to once again adopt Qualcomm’s baseband processors, says Trendforce.
Osram sits on the throne as the top automotive LED supplier The COVID-19 pandemic heavily impacted the global auto market and in turn damaged the automotive LED industry in 1H20, according to TrendForce’s latest investigations. However, 2H20 saw a gradual recovery.
NA semi equipment billings surpasses $3B for second consecutive month North America-based manufacturers of semiconductor equipment posted USD 3.14 billion in billings worldwide in February 2021 (three-month average basis), logging a record high for the second consecutive month, according to SEMI.
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May 12 2021 10:24 am V18.17.4-2