Highlights of the February 2012 Edition of the Fab Databases

Highlights of the February 2012 Edition of the Fab Databases

The February 2012 edition of the World Fab ForecastFabFuturesWorld Fab WatchOpto/LED Fab Watch, and the Opto/LED Fab Forecast databases have been published and is available to our existing subscribers. Here are a few highlights from our World Fab Forecast:database:

Key Points

  • Since the November 2011 edition, their were 226 updates on 197 facilities including 58 updates on LED facilities.
  • The report lists a total of 1153 facilities with 69 future facilities starting in 2012 or later. This includes about 300 Opto/LED fabs
  • The growth rate for equipment spending for 2012  (including discretes) is expected to improve to 0% (flat) to about $38.8B (was -12% in November 11 edition). 300mm equipment is about $34B
  • Expect an increase of about 17% (or $45B) in equipment spending in 2013 whereas 300mm equipment spending is expected to reach $40B, these are the highest levels on record.
  • In 2012, Korea is adding the most capacity with an 11% increase followed by SE Asia with about 8% and China with about 6%.
  • Memory is expect to add most capacity in 2012 with 280,000 wafers per month followed by Foundry (250K/m) and Logic (240K/m). We expect Memory to almost double its capacity addition in 2013.
  • Installed wafer capacity for Flash Memory will have surpassed DRAM in 1Q12 for the first time.
  • Installed wafer capacity for LSI Logic is expected to surpass Analog by mid-2013 for the first time.
  • Spending for fab construction projects are expected to decline in 2012 by about 28% to $4.5B (was -37% in the November 2011 edition).

Correction Notice 
Rec#: 3412   Infineon Technologies   Fab Name: Kulim 2    First Silicon Date should be 5/1/2013  (changed from 7/1/2012)     

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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 all fabs 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 – 2010)
  • Fab Construction and Equipping Spending Trend (1996-2010)
  • Regional Fab Capacity Report (2000 – 2010)
  • Active 300 mm Semiconductor Fabs
  • more..

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

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