From $70 billion this year to more than $80 billion next year
It is predicted that the investment amount of semiconductor equipment will increase significantly. Along with investment in memory semiconductor fabs, investments in image sensors, logic semiconductors and foundries are expected to increase significantly.
According to the International Semiconductor Equipment and Materials Association (SEMI) on the 17th, the investment in fab equipment in the global semiconductor industry grew 16% last year. It is expected to grow by 15.5% this year to exceed 70 billion dollars (about 79.20 trillion won). In 2022, it is expected to increase by 12% to more than $80 billion.
The amount of investment in fab equipment has experienced a supercycle for 3 years from 2016 to 2018. At that time, it was the first time since the mid-1990s that fab equipment investments had grown by at least three years.
The total semiconductor fab equipment investment is led by the foundry and memory. The investment in the foundry sector is expected to increase by 23% year-on-year to 32 billion dollars this year. In the next year, there will be no significant growth, and the amount of investment will be similar to that of this year.
The amount of investment in the memory sector is expected to grow at a single-digit growth rate of 28 billion dollars this year. In particular, investment in the DRAM field is expected to outperform NAND flash. The amount of equipment investment in the memory sector is expected to surge 26% next year on the back of investments in DRAM and 3D NAND flash.
The power semiconductor and microprocessor unit (MPU) equipment sectors are also expected to grow. Power semiconductor equipment investment is expected to grow at a high rate of 46% and 26% this year and next year, respectively, due to strong demand. MPU is expected to record remarkable growth of 40% next year as investment in microprocessors increases.
This SEMI’s fab outlook report is a follow-up survey of 1374 semiconductor production facilities, including 100 additional fabs and production lines that will operate after 2021.
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