IDC predicts semiconductor recovery! Global output will boom for 10 years
China Times News Network
September 21, 2023
Author Business Times Li Juanping
The global semiconductor industry is focusing on inventory adjustment. IDC predicts that the global semiconductor industry market size will decrease by 13.1% annually to US$518.8 billion in 2023, and return to the growth track in 2024, with an annual increase of 20.7% and rebound to US$625.9 billion.
In the long term, the semiconductor industry will be driven by four new technology applications: automotive, data center, industrial and AI. IDC predicts that the world's semiconductor industry output value will reach US$1 trillion by 2032.
Zeng Guanwei, senior research manager of IDC Asia Pacific, pointed out in the "2024 Global Semiconductor Supply Chain Market Outlook" online seminar held on the 20th that due to the impact of geopolitical risks, the global semiconductor industry supply chain is moving towards two categories related to mainland China and non-mainland China. Different systems develop.
Mainland China's semiconductor industry is actively expanding mature processes. He predicts that mainland China's local production capacity will jump to 29% in 2027.
The United States has used policies to attract TSMC and Samsung to set up factories in the United States, and Intel has also expanded its production capacity in the United States, advancing advanced processes to 7 nanometer processes. It is expected that U.S. semiconductor production capacity will begin to grow from 2025, and the production capacity market share will reach 11% by 2027.
Due to the stable demand for the 22/28nm process, all foundries have chosen to expand production capacity, and heavyweight customers also rely on the 3/4/5nm process to mass-produce 5G mobile phones, smaller chips and high-end products. CPU/GPU, and AI, HPC and automotive applications have stronger demand for the advanced 1.4/2nm process.
IDC predicts that between 2022 and 2027, the average annual compound growth rate of AI will be 14%, the average annual compound growth rate of automotive will be 9%, the average annual compound growth rate of industry will be 8%, and the average annual compound growth rate of data centers will be 6% .
Zeng Guanwei predicts that in less than ten years, new technological applications will drive the output value of the semiconductor industry to grow exponentially.
Looking at the changes in industry details in the past two years, he predicted that the IC design industry market size in the Asia-Pacific region will decrease by 19.1% annually in 2023 and increase by 10.6% annually in 2024.
As far as the wafer foundry market is concerned, the market size will decrease by 11.4% annually in 2023, mainly due to low visibility of IC demand. However, the wafer industry will resume growth in 2024, with an expected annual growth of 9.3%.
As for the outsourced packaging and testing (OSAT) market, the market size will decrease by 13.3% annually in 2023, but will grow by 9.1% annually in 2024, driven by advanced packaging and small chip technology.
Related links: IDC predicts semiconductor recovery! Global output will boom for 10 years - Financial News - Business Times (chinatimes.com)
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Creating Nano Technologies,Inc.
59 Alley 21 Lane 279, Chung Cheng Road, Yung Kang City, Tainan, TAIWAN
TEL:886-6-2323927 FAX:886-6-2013306 URL: http://www.creating-nanotech.com
59 Alley 21 Lane 279, Chung Cheng Road, Yung Kang City, Tainan, TAIWAN
TEL:886-6-2323927 FAX:886-6-2013306 URL: http://www.creating-nanotech.com