Semiconductor Super Cycle - Market Trends, Drivers and Forecasts Webinar

Semiconductor Super Cycle - Market Trends, Drivers and Forecasts Webinar

Thursday, Nov 9, 2017
08:00 AM – 08:45 AM
Thursday, Nov 09, 2017
at 08:00 AM to at 08:45 AM
Online Webinar, United States


2017 will be a record-breaking year. Semiconductor sales will exceed $400 billion for the first time and semiconductor equipment sales will finally shatter the historic high set in 2000. What is driving this growth?

Monolithic demand drivers have been replaced by a diversity of applications including: Augmented Reality, Virtual Reality, Artificial Intelligence, cloud storage, Smart Automotive (driver assistance and autonomous), Smart Manufacturing, and Smart MedTech. These proliferating demand drivers and ensuing increasing silicon (semiconductor) content in electronics is fueling what many are calling a “super cycle.” The overwhelming majority of semiconductor devices used to enable these end markets are commodities, creating a renaissance for smaller wafer diameter fabs (200mm and smaller).

Not only are legacy fabs seeing a resurgence, the industry is seeing the evolution of China transitioning away from primarily being a consumer of chips towards developing a self-sufficient semiconductor supply chain. Spurred by the 2014 National IC Guideline, all IC ecosystem sectors in China made significant progress in 2016. Such as IC design becoming the largest semiconductor sector, surpassing IC packaging and test, with over 1,300 vendors. Advancements have been made in chip production with over 24 new fab construction projections underway or planned, prompting the wafer fab equipment market to exceed $11 billion in 2018 and to potentially surpass $18 billion by 2020.

In this webinar, SEMI will review SEMI’s Industry Research data products, specifically highlighting two recently released reports: 200 mm Fab Outlook to 2021 and SEMI China IC Industry Outlook. An overview of the semiconductor market, including trends, drivers and forecasts will also be discussed. Segments covered will include fab capacity, equipment, and materials trends as well as discuss year-to-date data based on SEMI's data collection programs.  



Agenda

8:00-8:05
Introduction
8:05-8:35
Lara Chamness, Senior Market Analyst Manager, SEMI

Lara is responsible for SEMI’s data collection programs for equipment and materials. This includes leading interactions with SEMI’s participating companies, partners and subscribers. Lara is a key contributor of SEMI Market Data who crafts key messaging points for publications, market briefings and forecasts on semiconductor equipment and materials. Lara has 17 years of industry experience and worked for five years in Honeywell Electronic Materials’ marketing group prior joining SEMI. Lara has BA/MS degrees in environmental sciences from the University of California and a MBA degree from Santa Clara University

8:35-8:45
Q&A