Reference News Network reported on July 13 that Japanese media reported that the International semiconductor Equipment and Materials Organization (SEMI) issued a forecast on July 9 that the global sales of semiconductor manufacturing equipment in 2019 will decrease by 18% year-on-year to US$52.7 billion. (1 U.S. dollar is about 6.9 yuan). Semiconductor manufacturers are curbing equipment investment. The data released this time has been revised downwards compared with the forecast at the end of 2018 (US$59.6 billion).
According to a report on the website of “Nihon Keizai Shimbun” on July 10, semiconductor demand for smartphones and data centers is sluggish. Among semiconductor manufacturers, the trend of reducing equipment investment is expanding, and the International Semiconductor Equipment and Materials Organization has therefore lowered its expectations. Dave Anderson, president of SEMI North America, who held the press conference, emphasized that it is still at a historically high level, but there is a breath of stagnation in the industry.
According to the report, the latest forecast issued by SEMI shows that all regions except Taiwan and the United States are expected to decline year-on-year. In particular, South Korea, where memory giants Samsung and SK Hynix are located, has declined significantly.
The global sales of semiconductor manufacturing equipment in 2020 is expected to be 58.8 billion U.S. dollars. Due to the recovery of memory investment and the construction and expansion of factories in mainland China, it is expected to increase by 12% over 2019. SEMI predicts that by 2020, sales to mainland China, including foreign factories, will reach 14.5 billion U.S. dollars, and mainland China is expected to become the largest market for semiconductor manufacturing equipment.
According to the report, the above predictions were made public at the “Western US International Semiconductor Exhibition”, the annual semiconductor equipment conference opened in San Francisco, USA on July 9. A relevant person in charge put forward his views on Japan’s strengthening of South Korea’s export control of semiconductor materials, saying that “(for semiconductor manufacturing equipment demand) may hardly have an impact.”