Semiconductor Industry

[winston]

Optimistic outlook for semiconductor makers

According to the World Semiconductor Trade Statistics (WSTS), global semiconductor sales are expected to grow by 16.3% year-on-year (y-o-y) to US$646.5bil (RM2.86 trillion) this year.

Global chip sales in the month of May rose 1.8% month-on-month (m-o-m) and 18% year-on-year (y-o-y) to US$51.8bil (RM228.4bil), WSTS said in a recent report.

The May numbers means it was the 28th consecutive month of growth for the industry as year-to-date sales amounted to US252.7bil (RM1.12 trillion), up 19% y-o-y.

Companies are making fresh investments to meet demand with global fab equipment spending for front-end facilities in 2022 revised to grow by 20% y-o-y to US$109bil (RM482.6bil) from US$107bil (RM473.8bil), TA Research said.

Global EV sales stood at US$163bil (RM721.7bil) in 2020 and are expected to hit US$823.75bil (RM3.65 trillion) by 2030.

As at May 2022, the global EV sales were up by 55% y-o-y, accounting for 12% global market share.

Source: The Star

https://www.thestar.com.my/business/bus ... tor-makers

[winston]

IDC: World Still In Face of Chip Woes

The stalemate of global chip crunch has yet to be over, since the production of these chips requires massive raw materials and gas, while Russia-Ukraine war will continue to exert pressure on the supply, analyzed IDC.

Russia and Ukraine are the two largest exporters of krypton, which is a gas used in producing chips, explained IDC.

Hence the war in Ukraine continues to put a strain on the supply chains. Meanwhile, the supply snarls and cost hikes also mean that the average selling price of equipment will rise.

Source: AAStocks Financial News

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[winston]

Global semicon revenue growth to slow to 7% in 2022, decline 2.5% in 2023, says Gartner

by Surin Murugiah

It said memory demand and pricing have softened, especially in consumer-related areas like PCs and smartphones, which will help lead the slowdown in growth.

Gartner said PC shipments are set to decline by 13.1% in 2022 after recording growth in 2020 and 2021.

It said semiconductor revenue from PCs is estimated to record a decline of 5.4% in 2022.

Semiconductor revenue from smartphones is on pace to slow to 3.1% growth in 2022, compared to 24.5% growth in 2021, said the firm.

Semiconductor revenue from the data center market will remain resilient for longer (20% growth in 2022) due to continued cloud infrastructure investment.

“In addition, the automotive electronics segment will continue to record double-digit growth over the next three years as semiconductor content per vehicle will increase due to the transition to electric and autonomous vehicles.

Source: theedgemarkets.com

https://www.theedgemarkets.com/article/ ... ys-gartner

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Samsung's profit misses as slow down claims latest tech casualty
https://www.theedgesingapore.com/news/s ... h-casualty

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[winston]

Global semicon sales up 13.3% y-o-y in Q2 2022 to US$152.5 billion, says SIA

by Surin Murugiah

0.5% higher quarter-on-quarter.

However, global sales for the month of June 2022 were US$50.8 billion, a decrease of 1.9% compared to the previous month (m-o-m).

Source: theedgemarkets.com

https://www.theedgemarkets.com/article/ ... n-says-sia

[behappyalways]

Semiconductor Inventories In South Korea Surge Most In 6 Years As Reverse Bullwhip Effect Takes Hold
https://www.zerohedge.com/markets/semic ... takes-hold

[winston]

Mixed views on semiconductor outlook

By GANESHWARAN KANA

The main drag will be the end-demand weakness in consumer electronics that could gradually feed through to semiconductors.

“Given the capacity expansions in the recent upcycle and inventory stockpiling to avoid another round of Covid-related disruptions, downside risks are abound.

“Our ratings leave headroom for cycle changes in cyclical sectors such as semiconductors. However, the coming cash crunch could be larger than usual.

The consumer technology demand weakness among televisions, computers and smartphones appear widespread.

Weaker-than-expected consumer demand in China could also cause a meaningful downshift in demand for large technology categories such as iPhones or automotive.

Slowdown in enterprise spending, including reduced data centre investments.

Our latest forecasts put semiconductor growth at 8% for the year, and IT spending growth at 4.3%.

https://www.thestar.com.my/business/bus ... or-outlook