Equipment spending for 2011 is expected to increase by 23% to about $40B.

The November 2010 edition of the World Fab Forecast, FabFutures, World Fab Watch, and the Opto/LED Fab Watch databases have been published and is available to our existing subscribers. Here are a few highlights from our World Fab Forecast:

• Since our last publication (August 2010 edition):
  - 300 updates on over 240 facilities
  - Added 37 new facilities (about 26 are LED fabs)
• Spending on equipping facilities (including MEMS, LED, and R&D) is expected to increase by about 130% to $32.9B in 2010. Excluding Discretes, the rate is 128% to $30.4B.
• Equipment spending for 2011 is expected to increase by 23% to about $40B. Excluding Discretes, the increase is 23.6% or $37.6B
• In 2011, 40 facilities are expected to begin operation: 21 are for LED fabs, 7 for Foundries, 2 for Memories, and 3 combined for Logic and Analog
• Worldwide installed capacity (without Discretes) is expected to increase about 8% in 2011 to 15.3M wafers per month (in 200mm equivalents) and increase by 8.8% in 2012.
• Japan remains the largest market with installed capacity but will experience a minor decline in share from about 23% in 2011 and to 22% in 2012. Korea follows with a 20% share in both 2011 and 2012, while Taiwan’s share will be 19% and 20%, respectively.
• Spending on fab construction projects in 2011 is expected to decline by about 11% to $4.5B compared to the 2010 spending increase (YoY) of 161% to about $5B.
• Currently, only two new facilities are expected to begin construction in 2011 (vs. 32 in 2010). This would be the lowest level of new fabs starting construction on record.
• A total of 34 construction projects are identified in 2011 (including Discretes): 15 are for LED fabs, 8 are for Foundry fabs and 3 are for Memory fabs
  

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