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North American Semiconductor Equipment Industry Posts May 2017 Billings
http://www.semi.org/en/north-american-se...7-billings
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Cellphone IC Sales Will Top Total Personal Computing in 2017
20 June 2017, by IC Insights
http://www.icinsights.com/data/articles/...ts/987.pdf
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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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$6,000 of Electronics in Car by 2022
By Paula Doe, SEMI
First published in EE Times; written with contributions by Gary Frank.
http://www.semi.org/en/6000-electronics-car-2022
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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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$49.4 Billion Semiconductor Equipment Forecast ─ New Record, Korea at Top
SAN FRANCISCO, Calif. — July 11, 2017 — Today, SEMI, the global industry association representing the electronics manufacturing supply chain, released its Mid-year Forecast at the annual SEMICON West exposition. SEMI reported that worldwide sales of new semiconductor manufacturing equipment are projected to increase 19.8 percent to total $49.4 billion in 2017, marking the first time that the semiconductor equipment market has exceeded the market high of $47.7 billion set in 2000. In 2018, 7.7 percent growth is expected, resulting in another record-breaking year ─ totaling $53.2 billion for the global semiconductor equipment market.....................
http://www.semi.org/en/494-billion-semic...-korea-top
[Image: Semiconductor_Equipment_Forecast_chart_700px.png]
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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Felt that VB is missing Boon's contribution on semiconductors thread (at least I felt so), so here goes.. Haha..
Growth 37% in 2017, another 5% in 2018
In an unprecedented development, 2017 fab equipment spending (new and refurbished) is expected to increase by 37 percent, reaching a new annual spending record of about US$55 billion. The World Fab Forecast also forecasts that in 2018, fab equipment spending will increase even more, another 5 percent, for a record high of about $58 billion. The last record spending was in 2011 with about $40 billion. The spending in 2017 is now expected to top that by about $15 billion.
In both 2017 and 2018, Samsung will drive the largest level in fab spending the industry has ever seen. Just as a single company can dominate spending trends, SEMI’s World Fab Forecast report also shows that a single region, China, will surge ahead and significantly impact spending. Worldwide, the World Fab Forecast currently tracks 62 active construction projects in 2017 and 42 projects for 2018, with many of these in China. China will begin to equip facilities in 2018 that they started to build in 2016 and 2017, so the 66 percent spending growth is forecasted next year in China. We anticipate a large spending increase to also playout for China in 2019.
http://www.semi.org/en/new-records-fab-e...t-spending
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(17-09-2017, 10:57 PM)holymage Wrote: Felt that VB is missing Boon's contribution on semiconductors thread (at least I felt so), so here goes.. Haha..
Growth 37% in 2017, another 5% in 2018
In an unprecedented development, 2017 fab equipment spending (new and refurbished) is expected to increase by 37 percent, reaching a new annual spending record of about US$55 billion. The World Fab Forecast also forecasts that in 2018, fab equipment spending will increase even more, another 5 percent, for a record high of about $58 billion. The last record spending was in 2011 with about $40 billion. The spending in 2017 is now expected to top that by about $15 billion.
In both 2017 and 2018, Samsung will drive the largest level in fab spending the industry has ever seen. Just as a single company can dominate spending trends, SEMI’s World Fab Forecast report also shows that a single region, China, will surge ahead and significantly impact spending. Worldwide, the World Fab Forecast currently tracks 62 active construction projects in 2017 and 42 projects for 2018, with many of these in China. China will begin to equip facilities in 2018 that they started to build in 2016 and 2017, so the 66 percent spending growth is forecasted next year in China. We anticipate a large spending increase to also playout for China in 2019.
http://www.semi.org/en/new-records-fab-e...t-spending So China is surging ahead from 2018 onwards after all prepared in the last 2016/17,...
Where does this leave us, and UMS ?
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Semiconductor Industry Capital Spending Forecast to Jump 20% in 2017
If Samsung spends $22.0 billion in capital outlays this year, total semiconductor industry capital spending could reach $85.4 billion, which would represent a 27% increase over the $67.3 billion the industry spent in 2016.
It is interesting to note that two of the major spenders, TSMC and Intel, are expected to move in opposite directions with regard to their 2H17 capital spending plans. TSMC spent about $6.8 billion in capital outlays in 1H17. If it sticks to its $10.0 billion budget this year, which it reiterated in its second quarter results, it would only spend about $3.2 billion in 2H17, less than half its outlays in 1H17. In contrast, Intel spent only about $4.7 billion in 1H17, leaving the company to spend about $7.3 billion in 2H17 in order to reach its stated full-year 2017 spending budget of $12.0 billion.
http://www.icinsights.com/news/bulletins...0-In-2017/
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I wonder how does the chip technology in the mobile space work. Unlike the PC, it's only the intels vs the AMDs. But apparently, Apple, Google, Amazon have their own chip design, not to mention the china brands like xiaomi, huawei, etc.
Why are the chips not interchangeable like the PC ? Is it peculiar to the mobile industry ?
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Samsung raises stakes in bid for chip supremacy
Tue, Dec 24, 2019 - 5:50 AM
Seoul
TECHNOLOGY giants are increasingly designing their own semiconductors to optimise everything from artificial intelligence tasks to server performance and mobile battery life. Google has the Tensor Processing Unit, Apple Inc has the A13 Bionic and Amazon.com Inc has the Graviton2. What the titans all lack, however, is a factory to build the new chips they are dreaming up......
https://www.businesstimes.com.sg/technol...-supremacy
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(25-12-2019, 12:22 AM)dreamybear Wrote: ---------------------------------------------------------------------------
Samsung raises stakes in bid for chip supremacy
Tue, Dec 24, 2019 - 5:50 AM
Seoul
TECHNOLOGY giants are increasingly designing their own semiconductors to optimise everything from artificial intelligence tasks to server performance and mobile battery life. Google has the Tensor Processing Unit, Apple Inc has the A13 Bionic and Amazon.com Inc has the Graviton2. What the titans all lack, however, is a factory to build the new chips they are dreaming up......
https://www.businesstimes.com.sg/technol...-supremacy
Tech companies are building their own chip architecture to optimize with their own software or tasks.
As an example, the concept is kind of similar to NVIDIA's GPU vs Intel's x86. These 2 type of chips are built with different goals in mind, and hence will have difference performance characteristics.
It is not peculiar to the mobile industry. Just google and you will discover quite a few companies like Baidu, Alibaba also have their own chip designing units for AI etc.
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For chip companies, stocks soared as sales slumped in 2019 — what does that mean for 2020?
https://www.marketwatch.com/story/for-ch...ewer_click
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(01-01-2020, 05:48 PM)Behappyalways Wrote: For chip companies, stocks soared as sales slumped in 2019 — what does that mean for 2020?
https://www.marketwatch.com/story/for-ch...ewer_click
MOst of the optimistic outlook is due to expected strength of new Apple products and increased capex by semicon giants like TSMC. Revenue/Earnings are not increasing that much if at all for the semicon small caps as far as I can see.
Hard to say, forecasts are for a recovery in 2020 but really I think depends on trade war. Theres been a sharp rebound in DRAM prices though so maybe we will see a good upcycle in 2020, especially if demand from 5G upgrade comes in strong.
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