The output value of 2024 semiconductors is 4.29 trillion! The third type of semiconductor is in play
Yahoo! News
November 01, 2023
Author Zheng Yuan
November 01, 2023
Author Zheng Yuan
[NOWnews Today's News] The Institute of Industrial Intelligence (MIC) pointed out today (1) that the output value of the semiconductor industry is expected to reach NT$4.29 trillion in 2024, a growth of 13.7%. It is expected that each industry will have one to two in 2024. has achieved a growth rate of 10%, among which wafer foundry is still the main growth driver, especially in advanced manufacturing. Looking forward to the market situation of the third type of semiconductor, low-carbon transformation, 5G private network, and automotive will become the main manufacturers. We should continue to actively promote domestic and foreign technical cooperation and strengthen product design capabilities.
Looking at global semiconductor trends, the overall economic weakness and sluggish terminal demand since 2023 have led to poor purchasing sentiment among enterprises and the consumer market. From terminal system manufacturers to semiconductor supply chain players, they are facing the impact of excessive inventory levels and insufficient efforts to attract goods. Next year, as major memory manufacturers control production and stabilize prices, it is expected to become the main driver of growth in the global semiconductor market from 2024 to 2026.
The Information Policy Council estimates that the output value of Taiwan's semiconductor industry this year will be NT$3.77 trillion. Looking forward to next year, the output value is expected to reach NT$4.29 trillion, a growth of 13.7%. It is expected that various industries will grow by 10 to 20% in 2024, of which Wafer foundry remains the main growth driver, especially in advanced manufacturing.
The Information Strategy Council said that although Q1 next year is expected to still face the traditional off-season conditions, it has performed better than the same period this year and has returned to growth, out of the four consecutive years of decline compared with the same period of the previous year. In the memory part, as major international memory manufacturers continue to reduce production, short-term memory prices have stabilized, and supply and demand are expected to return to stability; in terms of IC design and IC packaging and testing industries, due to their close relationship with terminal consumer electronics products, the next two It is difficult to see a better recovery performance in the quarter, as the wafer foundry output value has been helped by advanced processes.
Pan Jianguang, MIC industry consultant of the Information Policy Council, said that due to the uncertainty in the recovery and growth of the global mainstream product market, the future growth momentum of the semiconductor market will rely on the stimulation of emerging applications such as emerging information services, energy environmental protection and technology integration, especially AI, new energy and wisdom. Networking will become a major growth driver.
Among them, AI servers and electric vehicles have the opportunity to achieve multiple growth in 2027, becoming the main force driving the growth of semiconductors. In addition, wireless terminal devices are driven by the trend of digitization and intelligence, expanding from traditional product fields to vertical market applications.
He analyzed that in the face of the impact of the global political and economic situation, in the short term, Taiwan's semiconductor industry and customers still need to retain sufficient flexible resources to respond to the risks of changes in the external environment; in the medium and long term, the stabilization of the external environment and the shift of traditional paradigms may become breakthroughs in corporate transformation. Opportunities, whether it is the development of AI chips in the cloud and terminals, the penetration of semiconductor chips in electric vehicles and autonomous driving, or the energy-saving demands to promote the application trend of third-category semiconductors, the global semiconductor industry will continue to add value and expand.
Pan Jianguang pointed out that Taiwan's semiconductor industry is bound to increase its layout and cultivate medium- and long-term growth momentum, so as to have the opportunity to break new ground and maintain its advantages. As the confrontation between the United States and China becomes protracted, the industries of the United States, Japan and Europe are also facing high competition in emerging fields. Southeast Asia and India are also hoping to rise in the semiconductor field. It is expected that the global semiconductor supply chain will form a more complex competitive relationship in the future.
Looking forward to the market situation of the third type of semiconductor, senior industry analyst Zhou Mingde said that the 2050 net-zero carbon emission targets of various countries and the trend of product electrification are driving the growth of emerging application markets such as electric transportation, driving the efficient transformation of energy and industrial manufacturing, coupled with B5G/6G demand These trends are all driving the rapid growth of the third-category semiconductor market.
In addition, the demand for 5G private networks is expected to drive the growth of the third type of semiconductor communication components with miniaturization and high power characteristics. In order to make the third type of semiconductor communication components more acceptable to the market, many manufacturers have begun to develop new GaN on Si communication components. Component technology, hoping to enter the millimeter wave mobile phone market. Although the growth of the global 5G market has slowed down in the short term, in the medium and long term, we are still optimistic about the development of demand for 5G private networks, which will drive the rapid growth of demand for small base stations and bring new growth momentum to the third type of semiconductor communication components.
Zhou Mingde analyzed the opportunities of Taiwanese manufacturers. In terms of technology, Taiwan has the advantage of silicon-based semiconductor process technology. In the future, it should focus on GaN on Si (gallium nitride on silicon) technology, and move towards special environments such as ultra-high voltage and high temperature in SiC. and application product development. Currently, Taiwanese manufacturers still mainly focus on wafer foundry in the third category of semiconductors, accounting for more than 85% of the output value. In the long run, they should continue to strengthen the development of IC design products and applications to target low-carbon transformation, 5G private networks and automotive electronics. The development of emerging applications, actively promotes domestic and foreign technical cooperation, and strengthens product design capabilities.
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