China will spend $12.54 billion on semiconductor equipment this year, keeping up with South Korea

Release date:2019-01-10

The Economist magazine in December 2018 once described that if the data is the gasoline needed for the company's forward momentum, then the chip is the engine, and 2018 is a booming year for the semiconductor market, such as the third season. Global semiconductor sales were 122.7 billion US dollars, up 13.8% compared with the same period of last year. The world's major economies have enjoyed good growth. However, this year's market temperature can be seen from the expectations of the semiconductor equipment market. According to the Semiconductor Industry Association (SIA) survey, global semiconductor sales reached US$122.7 billion in the third quarter of last year, up 4.1% from the second quarter, and will be available in October each month. Sales of $41.8 billion, and sales in the first 11 months of 2018 have exceeded the full year of 2017. President Neu Neuffe said that sales for the full year of 2018 will easily exceed the $412 billion in 2017, but for next year's The general view of the market is moderate growth.

Semiconductor products and equipment will decline by 4% this year

Swiss Bank (UBS) announced its overall semiconductor industry forecast for 2019, arguing that the 2018 output forecast will fall to $437 billion, ending the four-year growth rate since 2015, and the sales growth rate will be reversed in 2019. Turned to a 4.3% drop. In addition, from the perspective of the equipment industry, 2019 is also showing a decline. The International Semiconductor Association (SEMI) made a prediction on the semiconductor equipment industry at the annual semiconductor conference in Japan last December. It is estimated that the global 2018 The annual equipment consumption (capital expenditure) will hit a record high of 62.1 billion US dollars, with an annual growth rate of 9.7%. In 2019, it will decline by 4%, and will not grow significantly until 2020. According to statistics released by SEMI, Taiwan is the world's No. 1 semiconductor device consumer in 2016. It has a capital expenditure of US$12.23 billion on semiconductor equipment, but it was surpassed by South Korea's US$17.95 billion in 2017. South Korea will continue to be the world's largest consumer of equipment by 2020.

Supported by the Chinese government, becoming the second largest consumer of equipment

In addition, data released by SEMI found that China’s expenditure on semiconductor equipment in 2008 was 12.82 billion U.S. dollars, surpassing Taiwan’s 10.11 billion U.S. dollars. SEMI even believes that China will stabilize the world’s second largest semiconductor equipment capital by 2020. Expenditure country. SEMI pointed out in the report that in 2018, South Korea will maintain the world's largest equipment consumer market for the second consecutive year. China will win the second place in the rankings for the first time, and Taiwan will be pushed to third place. Except for Taiwan, North America and South Korea, all regions will experience growth. China's growth rate will reach 55.7%, followed by Japan's 32.5%, the rest of the world (mainly Southeast Asia) is 23.7%, and Europe is 14.2%.

For 2019 semiconductor equipment consumption (capital expenditure), SEMI expects South Korea to maintain its first position with US$13.2 billion, while China is closely following US$12.54 billion, while China’s own media view is even more I am optimistic that China will become the world's largest semiconductor equipment expenditure by 2019. In fact, the Chinese government is reducing the dependence on foreign semiconductor products. With the support of national policies, there are currently 25 semiconductor factories under construction and construction, including the factory. Luo Fangde is located in Sichuan Chengdu High-tech Factory, SMIC, Intel's fab, and packaging and testing plant. Even in the shadow of the US-China trade war, SEMI still expects China's semiconductor equipment consumption to reach 2020. $17 billion, a 36% increase from 2019.