Semiconductor manufacturing equipment sales decreased by 20%, China may become the largest market
Japanese media reported that the International Semiconductor Equipment and Materials Organization (SEMI) announced on July 9 that global sales of semiconductor manufacturing equipment in 2019 will be reduced by 18% year-on-year to US$52.7 billion (US$1 to approximately 6.9 yuan) ). Semiconductor manufacturers are suppressing equipment investment. The data released this time is down compared to the expected end of 2018 ($59.6 billion).
According to the "Nikkei Business News" website reported on July 10, the demand for semiconductors in smartphones and data centers is sluggish. The trend of reducing equipment investment among semiconductor manufacturers is expanding, and international semiconductor equipment and materials organizations have lowered their expectations. Dave Anderson, president of SEMI North America, who held a press conference, stressed that it is still at a historically high level, but the industry is filled with stagnant atmosphere.
According to the report, the latest forecast released by SEMI shows that all regions except Taiwan and the United States are expected to decline year-on-year. In particular, South Korea, where memory giants Samsung and SK Hynix are located, has seen a significant decline.
Worldwide sales of semiconductor manufacturing equipment are expected to reach US$58.8 billion in 2020. Due to the recovery in memory investment and the construction and expansion of factories in mainland China, it is expected to increase by 12% compared to 2019. SEMI predicts that by 2020, sales to mainland China, including foreign-owned factories, will reach US$14.5 billion, and mainland China is expected to become the largest market for semiconductor manufacturing equipment.
The report revealed that the above prediction was made on July 9th at the Semiconductor Equipment Annual Conference "Western International Semiconductor Exhibition" in San Francisco, USA. Relevant responsible persons commented on Japan's strengthening of export control of semiconductor materials in South Korea, saying that "(for semiconductor manufacturing equipment demand) may have little impact."