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The outlook for electronics and semiconductors in 2022 is uncertain. Just as the world was returning to more normal conditions after (hopefully) the worst of the COVID-19 pandemic is over, Russia invaded Ukraine in February.
The International Monetary Fund (IMF) in a March 15 blog post asserted the Russian invasion of Ukraine… Read More
The global semiconductor market in 2021 was $555.9 billion, according to WSTS data released by the Semiconductor Industry Association (SIA). 2021 increased 26.2% from 2020, the largest annual increase since 31.8% in 2010, eleven years ago. We at Semiconductor Intelligence track publicly available semiconductor market forecasts… Read More
CES (formerly the Consumer Electronics Show) returned to Las Vegas, Nevada last week. In 2021, CES was remote due to the COVID-19 pandemic. On April 28, 2021, the Consumer Technology Association (CTA), the sponsor of CES, announced CES 2022 would be held in Las Vegas. On the date of the announcement new COVID cases in the U.S. were… Read More
Electronics production has been volatile over the past two years primarily due to the COVID-19 pandemic. Electronics production three-month-average change versus a year ago is shown below for key Asian countries. COVID-19 shutdowns affected production in early 2020. Trends in 2021 show a strong bounce back.
The key trends … Read More
The semiconductor market in 3rd quarter 2021 was $144.8 billion, according to WSTS, up 7.4% from the prior quarter and up 27.6% from a year ago. The strong year-to-year growth was a slight deceleration from 30.4% in 2nd quarter 2021. The major memory companies reported very healthy 3Q21 revenue increases versus 2Q21 with all of … Read More
Semiconductor capital expenditures (CapEx) are on track for strong growth in 2021. For many companies the increase should continue into 2022. TSMC, the dominant foundry company, expects to spend $30 billion in CapEx in 2021, a 74% increase from 2020. TSMC announced in March it plans to invest $100 billion over the next three years,… Read More
The shortage of semiconductors for automotive applications is getting worse. Recent statements from major automakers:
The semiconductor market showed powerful growth in 2Q 2021, up 8.3% from 1Q 2021 and up 29% from a year earlier, according to WSTS. Most major semiconductor companies experienced substantial revenue growth in the quarter. The memory companies were especially strong, with 2Q 2021 versus 1Q 2021 revenue (in local currency) up 19.6%… Read More
Electronics production continues to recover from the COVID-19 pandemic. However, the recovery is mixed by country. The chart below shows three-month-average (3/12) change versus a year ago in electronics production by local currency for key Asian countries. China was averaging about 10% growth prior to the pandemic. After… Read More
Semiconductor manufacturers are expanding capital spending in 2021 and beyond to help alleviate shortages. In addition, many governments around the world are proposing funding to support semiconductor manufacturing in their countries.
The United States Senate this month approved a bill which includes $52 billion to fund… Read More
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