Research: Memory market decline, this year's semiconductor output value continues to be high and difficult

Release on : Mar 27, 2019

On the occasion of the continued impact of the Sino-US trade war, SEMICON China 2019 was launched as scheduled and ended successfully. The scale of the exhibition and the number of visitors reached a new high. DIGITIMES Research took stock of the global semiconductor industry performance in 2018. Among them, the IC design leader and the top three IC packaging and testing factories in mainland China performed well, but it is expected that the global production value will continue to grow for three consecutive years (2019). The year is declared to end. According to Du Zhenyu, an analyst at DIGITIMES Research, global semiconductor output in 2018 grew by more than 10% from 2017, surpassing $460 billion, and continued to record high, mainly driven by memory. In 2019, the memory market will be affected by factors such as the 2018 recession, the Sino-US trade war and the global economic uncertainty, and the global semiconductor output value will continue to increase.

According to the field observation, the global IC design output value increased by more than 8% in 2018, which is better than IC packaging and measurement and semiconductor equipment output value increased by more than 3% every year. In terms of IC design, although the global output value continued to be high in 2018, DIGITIMES Research analyst Chai Huanxin also said that the shipment of smart phone application processor (AP) in 2019 will become a worry; the top ten IC design Among the companies, Hisilicon's 2018 revenue growth rate in the Huawei Group is the highest. In terms of IC packaging and testing, in 2018, professional OEM packaging and testing (excluding IDM) accounted for 56.3% of the total output value of the packaged test, while the top three packaging and testing plants in mainland China, Jiangsu Changdian, Tianshui Huatian, Tongfu Microelectronics In total, the proportion of total revenue of the top ten professional foundry packaging and testing plants reached a new high. As for semiconductor equipment, the annual growth rate of global output value in 2018 has clearly converged relative to 2017. In 2019, the capital expenditure of major semiconductor manufacturers tends to be conservative, and it is likely to end its three-year growth since 2016.