The following is the The beginning and reason of global semiconductor shortage From IEEE Spectrum recommended by recordtrend.com. And this article belongs to the classification: Hardware equipment industry.
Yesterday, IEEE spectrum, a journal of the American Institute of electrical and electronic engineers, reviewed the beginning and causes of global semiconductor shortage through charts and shared relevant data. According to the data, the automotive chip market is relatively small, accounting for only about 9% of the market share. When the shortage occurs, it makes it impossible for automobile manufacturers to obtain enough chips from wafer foundry enterprises. Kearney, an American consulting firm, also provides a solution to this problem.
1、 There are few new 200 mm wafer plants, and manufacturers’ hoarding aggravates the shortage
The first area of chip shortage is automotive chips.
According to IDC, an American market research company, although the annual growth rate of the automotive chip market is about 10%, the overall automotive chip market is US $39.5 billion, accounting for less than 9% of the global chip market. The market for computers, wireless devices and consumer electronics chips was US $160.2 billion, US $126.7 billion and US $60.1 billion respectively.
On the other hand, there are more than 10 million employees in the global automobile industry, which makes the government and society pay more attention to the industry.
This led to the cancellation of chip orders in the automotive industry due to the epidemic, and the priority of orders was lower than that of manufacturers such as smartphones and computers. However, the news of the stop production and shutdown of various automobile manufacturers has magnified the attention of all sectors of the society to the shortage of chips.
Global chip market share (source: IDC)
In terms of technology, because of the high safety standard of automotive chips, the chip process is more than 40nm, and the process is relatively mature. It has a history of 15 years, and usually uses 200 mm wafer (8 inches). At present, the mass production process of TSMC in Taiwan, China and Samsung Electronics in Korea is 5nm, using 300mm wafers (12 inches).
Due to the huge cost of wafer plants, semiconductor manufacturers often give priority to build more advanced 300 mm wafer plants. According to semi data of the semiconductor industry association of the United States, the number of 200 mm wafer plants will increase by about 10 in 2022, only half of the number of 300 mm wafer plants.
The number of newly added 200 mm wafers (source: semi)
Although the number of new Fabs with 40nm and older processes is small, the market demand is relatively large. IDC data shows that chips with 40nm and older processes account for 54% of the total installed capacity. In contrast, advanced processes account for only 17.5%.
This imbalance of demand and capacity is also an important factor in the shortage of 40nm chips.
Installed capacity by chip process (source: IDC)
It should be pointed out that after the shortage, many chip buyers began to hoard parts to ensure their own supply security. But it also exacerbates the shortage.
Jim feldhan, President of semiconductor research, a US semiconductor marketing and consulting company, said that although the market demand for many products has not changed much, some customers have begun to double order parts to increase their inventory.
Bharat Kapoor, American chief partner of Kearney, an American consulting firm, stressed that the auto industry needs to do more than just increase inventory, but also establish more direct contact with the chip industry to prevent further shortages in the future.
2、 The government and enterprises work together to achieve a new high in semiconductor equipment expenditure
In the storm of semiconductor shortage, governments begin to pay attention to the construction and safety of semiconductor supply chain.
The United States is pushing for a $52 billion semiconductor incentive bill, which has passed the house of Representatives; The South Korean government has put forward the “K strategy” and will invest 450 billion US dollars together with the South Korean semiconductor enterprises in the next 10 years. In addition, the EU and Japan have also proposed corresponding semiconductor incentive plans to ensure their own semiconductor supply.
The incentive schemes of various governments also promote the enthusiasm of semiconductor manufacturers to build factories and expand production. Semiconductor manufacturers such as TSMC, Samsung, liandian and Gexin all announced their plans to expand production.
According to semi, by the end of 2022, there will be 29 new wafer factories and more than 40 semiconductor manufacturers expanding production. By then, more than 750000 wafers will be added each month.
This has also promoted the growth of the sales amount of semiconductor equipment. In 2020, the global 200 mm wafer plant equipment expenditure will break through the $3 billion mark and increase to $4.6 billion in 2021.
Equipment expenditure of {200 mm wafer plant (source: semi)
Kristian Gregor dieldorff, senior director of semi semiconductor, said: “the construction of global IC capacity will push the investment in wafer factories in the current decade to a new high. We expect to see record [semiconductor equipment] spending and more announcements of new Fabs in the next few years. “
Conclusion: the shortage problem still exists and may be solved earlier
In the case of relatively low investment in mature process, the production of automobile and home appliance industry has been greatly affected. Some executives even think that the shortage may last for 2-3 years.
However, it is also reported that the company will expand its 28nm process capacity in 2021, which may be helpful to the current shortage problem. This may mean that some manufacturers are about to complete the expansion of production, and perhaps the shortage problem will be solved earlier.
IEEE spectrum: the most popular programming language in the world in 2020 is python. IEEE spectrum: the most popular programming language in the world in 2020 is python. IEEE spectrum: the top programming language in 2018 IEEE spectrum: the most popular programming language in the world in 2017 The most popular programming language is Python IEEE spectrum: 2016 programming language ranking C replaces java to become the first IEEE spectrum: 2014 annual programming language ranking Java / C / C + + ranking top three IEEE spectrum: 2014 global programming language ranking Java leads all languages IEEE spectrum: September 2016 global most popular programming language ranking IEEE spectrum: 2014 top ten programming languages ja VA top semiconductor: emerging opportunities and winning strategies (with download) software: arm planning comes out! Occupy 100 billion chips in four years Gartner: Apple Samsung Semiconductor consumption reached $81.8 billion in 2017, accounting for 19.5% of the world’s total
If you want to get the full report, you can contact us by leaving us the comment. If you think the information here might be helpful to others, please actively share it. If you want others to see your attitude towards this report, please actively comment and discuss it. Please stay tuned to us, we will keep updating as much as possible to record future development trends.
RecordTrend.com is a website that focuses on future technologies, markets and user trends. We are responsible for collecting the latest research data, authority data, industry research and analysis reports. We are committed to becoming a data and report sharing platform for professionals and decision makers. We look forward to working with you to record the development trends of today’s economy, technology, industrial chain and business model.Welcome to follow, comment and bookmark us, and hope to share the future with you, and look forward to your success with our help.
-
-
-
-
