Description
1.0 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 6
1.1 WORLDWIDE ECONOMY
2.0 SEMICONDUCTOR MARKET 9
2.1. SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
2.2 SEMICONDUCTOR SALES GROWTH
2.3 TAIWAN MONTHLY SALES TRENDS
2.4 SEMICONDUCTOR INDUSTRY OUTLOOK
2.5 SEMICONDUCTOR UNITS AND WAFER SHIPMENT
GROWTH FORECAST
3.0 ELECTRONIC GOODS MARKET 15
3.1 SMART PHONES
3.2 PC UNIT SHIPMENTS
3.3 AUTOMOTIVE SALES
3.3.1 AUTOMOTIVE SALES AND IMPACT ON SEMICONDUCTOR SALES
3.3.2 ELECTRIC VEHICLE (EV) MARKET TRENDS
3.3.3 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
3.3.4 SEMICONDUCTOR CONTENT BY AUTOMOTIVE
ELECTRONIC SYSTEM
3.4 SERVERS / IT
3.4.1 SERVERS / IT, CONTINUED – FORECASTS
4.0 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 25
4.1 EQUIPMENT SPENDING TRENDS
4.2 RECENT INVESTMENT AND FAB/PLANT EXPANSION ACTIVITY
4.3 OVERALL CHINA MARKET TRENDS
5.0 POLICY & TRADE TRENDS AND IMPACT 33
5.1 POLICY AND TRADE ISSUES
5.2 U.S. CHIPS ACT
5.3 OTHER SEMICONDUCTOR FUNDING ACTIVITY
6.0 SEMICONDUCTOR MATERIALS OUTLOOK 38
6.1 TECHCET WAFER START FORECAST
6.2 SEMICONDUCTOR – LEADING EDGE NODE WAFER START GROWTH
6.3 WAFER STARTS OTHER DEVICES
6.4 SEMICONDUCTOR MATERIALS FORECAST
6.5 2020 SEMICONDUCTOR MATERIALS MARKET
List of Figures
FIGURE 1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN
(2020)
FIGURE 2: WORLDWIDE SEMICONDUCTOR SALES
FIGURE 3: WORLDWIDE SEMICONDUCTOR SALES
(TSMC, UMC, VIS, ASE,
CHIPMOS, KYEC)
FIGURE 4: SEMICONDUCTOR REVENUES 2021
FIGURE 5: SEMICONDUCTOR WAFER AREA SHIPMENTS
FIGURE 6: SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 7: MOBILE PHONE SHIPMENTS WW ESTIMATES
FIGURE 8: PC NOTEBOOK SHIPMENTS
FIGURE 9 : U.S. AUTOMOTIVE SALES
FIGURE 10: MONTHLY AUTOMOTIVE SALES TRENDS
FIGURE 11: GLOBAL EV TRENDS
FIGURE 12: SEMICONDUCTOR SPEND PER VEHICLE TYPE
FIGURE 13: SEMICONDUCTOR CONTENT BY AUTOMOTIVE APPLICATION
FIGURE 14: AMAZON SERVER FARM
FIGURE 15: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT
BILLINGS
FIGURE 16: CAPITAL SPENDING TRENDS BY TECHNOLOGY NODE
FIGURE 17: OVERVIEW OF LOGIC ROADMAP TRENDS
FIGURE 18: CHINA IC MARKET AND PRODUCTION TRENDS
FIGURE 19: 300 WAFER STARTS
FIGURE 20: OTHER DEVICE AND WAFER STARTS
FIGURE 21: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
FIGURE 22: 2020 SEMICONDUCTOR MATERIALS US$50B MARKET
List of Tables
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
TABLE 2: IMF WORLD ECONOMIC OUTLOOK*
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES
FORECAST 2021
TABLE 4: DEVICE MAKER INVESTMENT ACTIVITY
TABLE 5: US CHIPS ACT PROVISIONS
