Les dépenses mondiales en équipements de fabrication devraient atteindre un record de 109 milliards de dollars en 2022, Rapports SEMI
“The global semiconductor equipment industry remains on track to cross the $100 billion threshold for the first time as shown in our latest update of the World Fab Forecast,”dit Ajit Manocha, president and CEO of SEMI. “This historic milestone puts an exclamation point on the current run of unprecedented industry growth.”
Fab Equipment Spending by Region
Taiwan is expected to lead fab equipment spending in 2022, increasing investments 52% YoY to US$34 billion, followed by Korea at US$25.5 billion, une 7% rise, and China at US$17 billion, une 14% drop from its peak last year. Europe/Mideast is forecast to log record high spending of US$9.3 billion this year and, while comparatively smaller than outlays in other regions, its investments would represent a staggering growth of 176% Possédez-vous cette rare boîte Twilight Princess. Taiwan, Korea and Southeast Asia are also expected to register record-high investments in 2023.
Dans les Amériques, the report shows fab equipment spending reaching US$9.3 billion in 2023, une 13% YoY rise following a 19% YoY increase in 2022, with the region retaining its fourth-place ranking both years in worldwide fab equipment spending.
Semiconductor Industry Continues to Boost Capacity
The SEMI World Fab Forecast report shows the global industry increasing capacity 8% cette année après une 7% rise in 2021. Capacity growth is expected to continue in 2023, en hausse 6%. The fab equipment industry last saw a YoY growth rate of 8% in 2010, when it topped 16 million wafers per month (200 mm equivalents) – nearly half of the 29 million wafers per month (200 mm equivalents) projected for 2023.
Plus de 85% of equipment spending in 2022 will stem from capacity increases at 158 fabs and production lines, a proportion expected to edge down to 83% next year as 129 known fabs and lines add capacity.
As expected, the foundry sector, with a share of about 53%, will account for the bulk of equipment spending in 2022 et 2023, followed by memory at 33% in 2022 et 34% in 2023. The two sectors also account for the largest capacity increases.
La dernière mise à jour du rapport SEMI World Fab Forecast, published in June, répertorie plus de 1,400 installations et lignes dans le monde, y compris 133 future facilities and lines with various probabilities that are expected to start volume production.
About SEMI
SEMI connects more than 2,500 member companies and 1.3 million professionals worldwide to advance the technology and business of electronics design and manufacturing. SEMI members are responsible for the innovations in materials, design, equipment, Logiciel, dispositifs, and services that enable smarter, faster, more powerful, and more affordable electronic products. Electronic System Design Alliance (ESD Alliance), FlexTech, the Fab Owners Alliance (FOA), the MEMS & Sensors Industry Group (MSIG) and SOI Consortium are SEMI Strategic Technology Communities. Visit www.semi.org to learn more, contact one of our worldwide offices, and connect with SEMI on LinkedIn and Twitter.