The global semiconductor market is expected to exceed US$500 billion this year

"Comprehensively the forecasts of various forecasting agencies for this year's growth are basically rising and rising. It is expected that the global semiconductor industry will grow by 15-20% this year, and it is very likely that there will be a 20% increase from this quarter to the next, and zero in the second half of the year. There will be some slowdown in inventory. The global semiconductor market has exceeded 500 billion US dollars, which should be achieved this year. We originally predicted that it will be next year or the next year, but this year will reach a new milestone. Semiconductor integrated circuits are very promising, grow fast, and will lead global economic growth."

It was reported on June 9 that today, the 2021 World Semiconductor Conference and Nanjing International Semiconductor Expo officially opened. At the innovation summit in the afternoon, SEMI Global Vice President and President of China, Ju Long, shared the keynote speech of "Global Shortage of Chips: Accelerated Reorganization of Semiconductor Industry Chain Layout" in the form of video at the Innovation Summit. Julong made an in-depth analysis of the new situation and new challenges of the global semiconductor industry, expounded the trend of accelerating the reorganization of the semiconductor industry chain layout, and introduced the long-established semiconductor industry association SEMI.

Lack of core is a manifestation of insufficient production capacity, and insufficient production capacity is comprehensive. Ju Long said that from the most advanced nodes to the current certain materials, and even the key substrates for packaging and testing, they are facing shortages. Ju Long took the lack of cores in automobiles as an example, and described the automotive electronics, especially in the field of electric vehicles, with higher semiconductor content, so the automotive industry and industrial semiconductor demand shortages are more serious. On the other hand, the demand for talents is also very urgent. These are all very acrimonious issues facing the development of the industry.

The industry is facing comprehensive growth. Through the observation of the semiconductor market, Ju Long pointed out that the intelligent applications of the digital economy rose rapidly in the first quarter of this year, and the data performed better than the previous year. Mobile phones are the largest semiconductor market, and the development of 5G mobile phones this year is expected. The automotive supply chain is not perfect, and servers and data centers are still growing. The smart application of the digital economy empowers the growth of the semiconductor market. The growth of the PC market slowed down this year, but the overall trend is increasing. Artificial intelligence is the future trend, and application scenarios are ubiquitous. 5G is a basic technology that can drive the growth of other applications. He also mentioned that the global semiconductor equipment market will grow by 18.9% in 2020. Mainland China became the world's largest equipment market for the first time, with a growth rate of 39%. The sales of electronic devices, integrated circuits, capital expenditures, and semiconductor equipment are all higher than previous forecasts and have increased in varying degrees.

There is still a gap between China's semiconductor industry and the world's advanced, mature process nodes and new applications are opportunities. At the meeting, Ju Long pointed out the gap between China's semiconductor industry and the world's advanced and analyzed the development trend of key semiconductor equipment and material markets, and pointed out that there is a large gap between the supply and demand of domestic semiconductor equipment and materials. He said that in mature process nodes, including semiconductor, display, and photovoltaic fields, the domestic equipment industry has good growth opportunities; production capacity drives the rapid growth of the material market, and the Chinese material market is currently ranked third in the world and is expected to grow rapidly. To the second. He also said that domestic suppliers are currently under control, but there are opportunities for mature process nodes and new applications. Independent and controllable needs to strengthen research and development, dual cycles and global interaction continue to ensure a more sound industrial development.

With the theme of "Innovation and change, and win-win with the core", the World Semiconductor Conference brought together many Chinese and foreign semiconductor upstream and downstream manufacturers, combined with the characteristics of China's semiconductor industry and the development trend of the global semiconductor industry, and the entire industry chain showcased the domestic and foreign semiconductor fields. Scientific and technological innovation and application results.