June North American semiconductor equipment manufacturers order shipments ratio (B / B Ratio) contrarian on the 1.09 high point, showing the global semiconductor boom steady up, and for 9 consecutive months to keep the level of 1. Equipment manufacturers said that the first quarter shipment is really hot, but then tends to be cold, faintly reveal the unusual signal.
Has always been an advanced process ahead of the opponent proud of TSMC, although the plant continued, but the expansion rate compared to rivals, has slowed down the trend, equipment manufacturers are deeply felt. TSMC in the past capital spending leading rivals for up to 3 years, the material fell to second this year, next year is more likely to retreat to the third. According to legal analysis, TSMC in the heyday of investment in a year to cover two plants, even if the advanced process below 7 nanometers has not yet relaxed, and now the new plant investment slowdown, into a year, or even two years, no wonder supply The chain is tight.
Sun and moonlight, silicon products, and force, Qi state and other manufacturers, has always been the latter part of the IC packaging and testing market indicators, this year's capital expenditure is also a small rain in the situation, the overall investment in semiconductor equipment accounted for last year, 8% , Down to 6.9% this year. Analysis of the reasons, the proportion of smart phones using OLED panels increased, making the TFT panel and related IC components to reduce demand, the market appears dramatic plate displacement, so that in-depth understanding of the industry pulsating industry deeply worried.
Jun Hua, general manager of technology, said Xu Hongming, Samsung holding the absolute advantage of OLED, continue to penetrate the market, once the mobile phone replacement for the OLED, then in the embedded design, triggering panel-related driver IC, image recognition and detection of the linkage effect , The impact is very far-reaching. Although not uproar, but the mobile phone to design a fundamental change (especially the display panel), leading to the semiconductor industry, a large disk, is difficult to imagine the situation in the past.
Micro LED may be the Taiwan plant once again turn the market opportunity, ITRI has taken the lead in research and development, but the current technology point of view, at least 2 or 3 years to show the initial results.
South Korea in the semiconductor to invest in advanced research and development and more lead, China Accelerated to catch up, in mass production of mature process equipment investment, this year may be the third largest semiconductor equipment market, the industrial chain interlocking, Taiwan can not only rely on the wafer Foundry halo, the entire semiconductor industry chain, including the development of the equipment industry, must be more complete and sound, in order to ensure the development of advanced technology and long-term competitiveness.
Domestic TSMC and other semiconductor manufacturers, are also beginning to pay attention to the importance of this competitive strategy, which will drive the domestic semiconductor equipment industry development opportunities.