This year, the global semiconductor market is expected to face a boom. DRAM prices are expected to rebound from 1Q and continue until 2H. The foundry is also expected to suffer from a supply shortage due to explosive demand throughout the year.
At’Semicon Korea’, an online material, parts and equipment exhibition held by the International Semiconductor Equipment and Materials Association (SEMI) on the 3rd, it was raised that the semiconductor market will continue to grow this year.
Mario Morales, vice president of market research firm IDC, said, “Last year, despite Corona 19, sales of the entire semiconductor market decreased from the original estimate to $ 4198 billion.” It is expected to reach “
He also said, “This year, while the market still maintains strong demand, strong demand from 5G smartphones and cloud is expected to continue.”
“The PC market demand is also expected to continue strong due to the increase in untact economic activity, and it is expected to record 4.5% growth over the next five years.” It continues until the third quarter, and AMD and Intel are expected to record significant growth in the fourth quarter of this year.”
“In the smartphone market last year, 5G smartphone shipments recorded 220 million units, and this year, Chinese smartphone makers will see more and more conversion to 5G. This is a memory semiconductor, communication modem, and application processor It is expected to lead to further growth,” he said.
SEMI also made similar observations on the semiconductor market this year.
“The major market research firms are predicting an average growth of 9% in the semiconductor market this year,” said Clark Cheong, director of SEMI market research. It is expected to record 10% growth. Specifically, the foundry’s supply shortage is expected to continue until the second half of this year,” he stressed.
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‘Semicon Korea’, Korea’s largest general manager exhibition, held on February 3rd
“In the current foundry market, there is strong demand from all technology nodes.” “In the case of 200mm wafers, especially in the case of short supply, this year’s power semiconductors (PMIC, etc.), ), it is expected that the capacity expansion of sensors, etc. will be difficult.”
In particular, in the memory semiconductor market, “the DRAM market hits the bottom and prices are expected to recover from the first quarter of this year.” With the prospect of continuing to be strong, the penetration rate of 5G phones this year is predicted to rise from last year,” he said.