New AI Industrial Revolution: Global Semiconductors Dominate the World
Business Times
June 28, 2024
Author Wu Qilun
June 28, 2024
Author Wu Qilun
According to the McKinsey report, the global semiconductor market sales are expected to reach US$1 trillion in 2030. In terms of compound annual growth, it will grow at an average annual rate of 6% to 8%. The average sales price (ASP) of semiconductor units will increase annually. With prices rising at a rate of 2%, the average operating profit rate of 48 key semiconductor companies will remain stable at 25% to 30%. By 2030, computing and data storage will still be the largest market for semiconductors.
The research team of Risheng Global Key Semiconductor Fund stated that according to estimates by research institutions, the global AI market value is expected to increase more than ten times to more than 115 trillion US dollars in 2030 from the current nearly 10 trillion US dollars, which will directly benefit from the large AI trend and production capacity. Currently, the average utilization rate is as high as about 75%. The market is optimistic that production capacity will be fully operational from the third to the fourth quarter and the average utilization rate will climb to a peak of more than 80%.
The overall performance of semiconductors is better than that of the AI artificial intelligence and technology indexes, reflecting that it is the individual stocks of global semiconductor companies that are truly reaping substantial revenue benefits from this new wave of AI industrial revolution. AI requires extensive use of algorithms to analyze data for learning and execution. These require the use of AI chips and high-performance computing (HPC) chips. Therefore, major Chinese and American manufacturers such as semiconductor/chip-related hardware with substantial profit fundamentals, It will be the first area where AI business opportunities will ferment.
Huang Yumin, manager of Taishin Japan Semiconductor ETF Fund (00951), pointed out that in addition to the surge in demand for generative AI and HPC, as industry chain inventories gradually return to healthy levels, the market demand for personal computers and smartphones has rebounded. Research institutions and semiconductor factories generally It is expected that the semiconductor industry is expected to recover this year, with revenue likely to show double-digit growth.
The World Semiconductor Trade Statistics Organization estimates that semiconductor revenue will grow by approximately 13.1% this year, and International Data Corporation (IDC) is optimistic that semiconductor sales are expected to grow by 20%. The region is optimistic about the Japanese government’s semiconductor revitalization plan and recommends giving priority to the Japanese semiconductor ETF.
Xie Mingzhi, manager of Qunyi Semiconductor Earnings ETF (00927), believes that the capacity of new wafer fabs is being opened one after another, and the demand for parts and consumables is rising, which also means that related business opportunities can be expected, including diffusion, packaging, measurement, etc., plus wafer The leader has launched an advanced packaging platform and integrated its packaging technologies. With the development of applications such as AI/HPC, the overall semiconductor industry prospects are still positive.
Related links: https://www.ctee.com.tw/news/20240628700319-439901
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