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Date: 10th Mar 2011
Semiconductor equipment market rocketed
while chip business took-off
In year 2010, while semiconductor device market has grown
by 31.8%, following a kind of a plane take-off trajectory,
where as the semiconductor equipment business has grown
by 148%, like a vertical rocket launch. This is very much
expected because demand in chips will make the semiconductor
fabs to increase capex.
Semiconductor Industry Association (SIA) had reported worldwide
semiconductor sales for 2010 reached a record $298.3 billion,
a year-on-year increase of 31.8 percent from the $226.3
billion recorded in 2009 and recently Semiconductor Equipment
and Materials International (SEMI) has reported that worldwide
sales of semiconductor manufacturing equipment totaled $39.54
billion in 2010, representing a record year-over-year increase
of 148 percent over 2009.
Taiwan is the biggest buyer of semiconductor equipment
but China tops by growth. See the table below for details.
Guessing TSMC as top spender might prove correct because
of growing beeline of fables vendors. Fresh talk of the
day is TSMC striking deal with Apple.
2009-2010
Semiconductor Capital Equipment Market by World Region
(Dollar in U.S. billions; Percentage
Year-over-Year)
In 2011, if the chip sales grow at the same rate as in
2010, we can estimate exponential growth in semiconductor
equipment.If you need some sample figures for 2011 in chi
p sales, here the one below from SIA on semiconductor sales
data in January 2011.
SIA has reported worldwide sales of semiconductors were
$25.5 billion for the month of January 2011, a gain of 1.5
percent from the prior month when sales were $25.2 billion.
Sales increased by 14.0% from $22.4 billion in January 2010.
All monthly sales numbers represent a three-month moving
average.
So tighten your seat belt for any possible fast growth
more so in semiconductor equipment.
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