Summary

While facing numerable challenges, 2022 was a healthy year for the global semiconductor industry and 2023 is expected to experience declines in overall revenues and wafer start output. This market outlook report provides the information on key market drivers including end-use semiconductor applications and OEM equipment market trends. The report includes TECHCET Semiconductor Materials forecast which drives materials demand.

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Table of Contents

Description

1.0 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK                 6
1.1 WORLDWIDE ECONOMY

2.0 SEMICONDUCTOR MARKET                                                                        9

2.1. SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
2.2 SEMICONDUCTOR SALES GROWTH                                                           
2.3 TAIWAN MONTHLY SALES TRENDS                                                             
2.4 SEMICONDUCTOR INDUSTRY OUTLOOK                                                   
2.5 SEMICONDUCTOR UNITS AND WAFER SHIPMENT
GROWTH FORECAST                                                                                          

3.0 ELECTRONIC GOODS MARKET                                                                  15
3.1 SMART PHONES                                                                                             
3.2 PC UNIT SHIPMENTS                                                                                     
3.3 AUTOMOTIVE SALES                                                                                     
3.3.1 AUTOMOTIVE SALES AND IMPACT ON SEMICONDUCTOR SALES
3.3.2 ELECTRIC VEHICLE (EV) MARKET TRENDS
3.3.3 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
3.3.4 SEMICONDUCTOR CONTENT BY AUTOMOTIVE 
ELECTRONIC SYSTEM
3.4 SERVERS / IT
3.4.1 SERVERS / IT, CONTINUED – FORECASTS

4.0 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION                     25
4.1 EQUIPMENT SPENDING TRENDS
4.2 RECENT INVESTMENT AND FAB/PLANT EXPANSION ACTIVITY
4.3 OVERALL CHINA MARKET TRENDS

5.0 POLICY & TRADE TRENDS AND IMPACT                                                   33
5.1 POLICY AND TRADE ISSUES
5.2 U.S. CHIPS ACT
5.3 OTHER SEMICONDUCTOR FUNDING ACTIVITY

6.0 SEMICONDUCTOR MATERIALS OUTLOOK                                                38
6.1 TECHCET WAFER START FORECAST
6.2 SEMICONDUCTOR – LEADING EDGE NODE WAFER START GROWTH
6.3 WAFER STARTS OTHER DEVICES
6.4 SEMICONDUCTOR MATERIALS FORECAST
6.5 2020 SEMICONDUCTOR MATERIALS MARKET

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List of Tables/Graphs

List of Figures

FIGURE 1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN  
(2020)
FIGURE 2: WORLDWIDE SEMICONDUCTOR SALES
FIGURE 3: WORLDWIDE SEMICONDUCTOR SALES 
(TSMC, UMC, VIS, ASE, CHIPMOS, KYEC)
FIGURE 4: SEMICONDUCTOR REVENUES 2021
FIGURE 5: SEMICONDUCTOR WAFER AREA SHIPMENTS
FIGURE 6: SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 7: MOBILE PHONE SHIPMENTS WW ESTIMATES
FIGURE 8: PC NOTEBOOK SHIPMENTS
FIGURE 9 : U.S. AUTOMOTIVE SALES
FIGURE 10: MONTHLY AUTOMOTIVE SALES TRENDS
FIGURE 11: GLOBAL EV TRENDS
FIGURE 12: SEMICONDUCTOR SPEND PER VEHICLE TYPE
FIGURE 13: SEMICONDUCTOR CONTENT BY AUTOMOTIVE APPLICATION
FIGURE 14: AMAZON SERVER FARM
FIGURE 15: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT 
BILLINGS
FIGURE 16: CAPITAL SPENDING TRENDS BY TECHNOLOGY NODE
FIGURE 17: OVERVIEW OF LOGIC ROADMAP TRENDS
FIGURE 18: CHINA IC MARKET AND PRODUCTION TRENDS
FIGURE 19: 300 WAFER STARTS
FIGURE 20: OTHER DEVICE AND WAFER STARTS
FIGURE 21: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
FIGURE 22: 2020 SEMICONDUCTOR MATERIALS US$50B MARKET

List of Tables

TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
TABLE 2: IMF WORLD ECONOMIC OUTLOOK*
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES
FORECAST 2021
TABLE 4: DEVICE MAKER INVESTMENT ACTIVITY
TABLE 5: US CHIPS ACT PROVISIONS