Highlights of the November 2010 Edition of the Fab Databases


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Highlights of the November 2010 Edition of the Fab Databases

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:

Highlights

  • 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

Not a subscriber?

Please take the opportunity to review our fab databases listed below. Our databases deliver the latest forecast and a complete analysis on frontend fabs and foundries worldwide and are ideal resources to empower your market research.

We can also work with you to create a custom fab database tailor to your needs and budget. And we can also create a regional database for fabs in North America, Asia or Europe. Please feel free to contact Ed Hall at ehall@semi.org.

Fab Database Products

World Fab Forecast

FabFutures

World Fab Watch

Opto/LED Fab Watch

Coverage: 3 years of data; Quarterly forecast for the next 18 months

Coverage: 2 years of data; Quarterly forecast for the next 18 months.

Coverage: Includes previous quarter (no quarterly forecast).

Coverage: Optoelectronics and LED frontend fabs (no quarterly forecast).

Detail of allfabs including ones that have or will have spending plans. Includes closed fabs for the period.

Detail of fabs that have committed to spending (construction and/or equipment spending).

Provides a previous quarter summary of all fabs including fabs that will be closed.

Provides an overview of the global Opto and High Brightness (HB) LED fabs for the prior quarter.

Semiconductor, LED/Opto, MEMS, and R&D fabs

Semiconductor, LED/Opto, MEMS, and R&D fabs

Semiconductor, LED/Opto, MEMS, and R&D fabs

LED/Opto fabs only

Need customized data?

Don’t see what you need? We can work with you to create a custom database tailor to your needs and budget. The following are custom reports we have created in the past:

  • Fab Transitional Report (listing of fabs to-be-sold, sold, closed, and maybe closed)
  • Historical Fab Report (spending per fab and wafer capacity from 1994 – 2008)
  • Fab Construction and Equipping Spending Trend (1996-2007)
  • Regional Fab Capacity Report (2000 – 2008)
  • Active 300 mm Semiconductor Fabs
  • more..

Please contact Ed Hall (ehall@semi.org) for additional info.

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