반도체 산업 전망 에센셜 보고서

출판：TechCet

CMR짧은 보고서 시리즈
2021 CMR Short Report- Semiconductor Industry Outlook Report Essentials

리포트목차　　　　주문/문의　　　　납기/라이센스안내

수많은 도전에 직면하고있는 세계 반도체 산업 ​​2021 년은 가장중요한 한해가 될 것으로 예상되고 Techcet는 세계 반도체 시장은 2021 년에 500 억 달러 이상, 2025 년까지는 700 억 달러 규모가 될 것으로 예측하고 있습니다。

Techcet 출판 본 보고서는 반도체 시장과 반도체 산업의 요점을 정리하여 간결하게 해설 · 분석 한 CMR 짧은 보고서 시리즈의 한 권입니다。

주요 게재 내용

• 반도체 산업의 현황과 전망
• 세계 경제
• 반도체 시장
  • 반도체 매출 추이
  • 반도체 매출 동향
  • 반도체 산업 전망
  • 반도체 수량과 웨이퍼 출하량 추이 예측
• 전자 제품 시장
  • 스마트 폰
  • PC 출하량
  • 자동차 판매
  • 자동차 판매 및 반도체 매출에 미치는 영향
  • 서버／IT
• 반도체 제조의 추이와 발전
• 정책과 무역의 동향과 영향
• 반도체 재료 전망

While facing numerable challenges, 2021 will be a record-breaking year for the global semiconductor industry. This market outlook report provides the information and context behind the TECHCET Semiconductor Materials forecast that shows the materials market propelling past USD50 billion in 2021 and perhaps approaching USD70 billion by 2025.

목차

1.0 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 6
1.1 WORLDWIDE ECONOMY

2.0 SEMICONDUCTOR MARKET 9

2.1. SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
2.2 SEMICONDUCTOR SALES GROWTH
2.3 TAIWAN MONTHLY SALES TRENDS
2.4 SEMICONDUCTOR INDUSTRY OUTLOOK
2.5 SEMICONDUCTOR UNITS AND WAFER SHIPMENT
GROWTH FORECAST

3.0 ELECTRONIC GOODS MARKET 15
3.1 SMART PHONES
3.2 PC UNIT SHIPMENTS
3.3 AUTOMOTIVE SALES
3.3.1 AUTOMOTIVE SALES AND IMPACT ON SEMICONDUCTOR SALES
3.3.2 ELECTRIC VEHICLE (EV) MARKET TRENDS
3.3.3 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
3.3.4 SEMICONDUCTOR CONTENT BY AUTOMOTIVE 
ELECTRONIC SYSTEM
3.4 SERVERS / IT
3.4.1 SERVERS / IT, CONTINUED – FORECASTS

4.0 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 25
4.1 EQUIPMENT SPENDING TRENDS
4.2 RECENT INVESTMENT AND FAB/PLANT EXPANSION ACTIVITY
4.3 OVERALL CHINA MARKET TRENDS

5.0 POLICY & TRADE TRENDS AND IMPACT 33
5.1 POLICY AND TRADE ISSUES
5.2 U.S. CHIPS ACT
5.3 OTHER SEMICONDUCTOR FUNDING ACTIVITY

6.0 SEMICONDUCTOR MATERIALS OUTLOOK 38
6.1 TECHCET WAFER START FORECAST
6.2 SEMICONDUCTOR – LEADING EDGE NODE WAFER START GROWTH
6.3 WAFER STARTS OTHER DEVICES
6.4 SEMICONDUCTOR MATERIALS FORECAST
6.5 2020 SEMICONDUCTOR MATERIALS MARKET

List of Figures

FIGURE 1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2020)
FIGURE 2: WORLDWIDE SEMICONDUCTOR SALES
FIGURE 3: WORLDWIDE SEMICONDUCTOR SALES 
(TSMC, UMC, VIS, ASE,
CHIPMOS, KYEC)
FIGURE 4: SEMICONDUCTOR REVENUES 2021
FIGURE 5: SEMICONDUCTOR WAFER AREA SHIPMENTS
FIGURE 6: SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 7: MOBILE PHONE SHIPMENTS WW ESTIMATES
FIGURE 8: PC NOTEBOOK SHIPMENTS
FIGURE 9 : U.S. AUTOMOTIVE SALES
FIGURE 10: MONTHLY AUTOMOTIVE SALES TRENDS
FIGURE 11: GLOBAL EV TRENDS
FIGURE 12: SEMICONDUCTOR SPEND PER VEHICLE TYPE
FIGURE 13: SEMICONDUCTOR CONTENT BY AUTOMOTIVE APPLICATION
FIGURE 14: AMAZON SERVER FARM
FIGURE 15: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT  BILLINGS
FIGURE 16: CAPITAL SPENDING TRENDS BY TECHNOLOGY NODE
FIGURE 17: OVERVIEW OF LOGIC ROADMAP TRENDS
FIGURE 18: CHINA IC MARKET AND PRODUCTION TRENDS
FIGURE 19: 300 WAFER STARTS
FIGURE 20: OTHER DEVICE AND WAFER STARTS
FIGURE 21: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
FIGURE 22: 2020 SEMICONDUCTOR MATERIALS US$50B MARKET

List of Tables
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
TABLE 2: IMF WORLD ECONOMIC OUTLOOK*
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES FORECAST 2021
TABLE 4: DEVICE MAKER INVESTMENT ACTIVITY
TABLE 5: US CHIPS ACT PROVISIONS

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