시장정보

개요

SEMI 산업 시장조사 및 통계 그룹은 시장조사, 경쟁력 있는 분석 및 매출 예측을 위한 시의 적절한 시장 및 트렌드 정보를 제공합니다. 우리는 글로벌 반도체 자본장비, 선정된 재료 시장 및 팹 예측 데이터에 중점을 둡니다.

우리의 시장 데이터 제공 상품/구독 신청을 통해 이 데이터를 볼 수 있습니다. 시장 애널리스트들이 이 데이터를 강조하며, 전 세계 금융 커뮤니티에서는 이를 벤치마크 데이터로 참조하고 있습니다.

 

 

차트

 

March2011BtB_Chart

트위터

 

구독 링크
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최신 보고서  
- SEMI Book-to-Bill (March 2012)  New  
Photomask Characterization Report New  
World Fab Forecast - Feb 2012 edition 
- Opto/LED Fab Forecast - Feb 2012 edition
- Global Semiconductor Packaging Materials 
European Microelectronic Fab Database/Report 

 
     

보도 기사 및 프리젠테이션

Press Release: North American Semiconductor Equipment Industry Posts March 2012 Book-to-Bill Ratio of 1.13
North America-based manufacturers of semiconductor equipment posted $1.48 billion in orders in March 2012. 

Press Release:  PV Manufacturing Equipment Book-to-Bill Increases from Record Low
Q4 '11 Report shows improved book-to-bill ratio, but continued decline in Photovoltaic equipment billings and bookings. 

Article: A Look Back at the Semiconductor Equipment/Materials Market and Outlook
Press Release:
Record Revenues for the Global Semiconductor Materials Market
The global semiconductor materials market increased 7 percent in 2011 compared to 2010, with record revenues in 2011 of $47.86 billion, surpassing 2010’s record revenues of $44.85...

conference audience

gold coin   Webinar:  Semiconductor Fab / Materials Market Outlook (March 27, 2012)
The webinar focused on semiconductor equipment spending trends in relation to fabs and the semiconductor materials market including packaging materials.
|   Presentation (.pdf)   |   Presentation w/ audio (.wmv)   | 

Press Release: SEMI Reports 2011 Global Semiconductor Equipment Sales of $45.53 Billion
Spending rates varied for all the regions tracked in the WWSEMS report, with increases reported for Europe, North America, and Japan. North America surpassed Taiwan as the region with the highest amount of spending with $9.26 billion in equipment sales. 
Article: Insight into the fab capacity (installed capacity) of Semiconductor Fabs
Before the last economic downturn, installed fab capacity grew between 10-23 percent every year from 2003 to 2007.  Coming out of the downturn from 2010 on, yearly capacity growth has been a more sedate 5 to 10 percent.
study chartArticle: Microelectronic Manufacturing in Europe and the Middle East
Europe and the Middle East Area contain a diverse number of companies manufacturing IC and related devices. The "European Microelectronic Fab Database/Report 2012," lists 316 production, pilot and R&D lines.  
Press Release: Silicon Wafer Revenues Up in 2011.....$9.9 Billion
Worldwide silicon wafer revenues improved by two percent in 2011 compared to 2010 according to the SEMI Silicon Manufacturers Group (SMG) in its year-end analysis of the silicon wafer industry.  

Article: Fearless into a "Doomsday" Year: Examining Fab Spending and Capacity into 2012 and Beyond 
Press Release: 
Fab Spending Down in 2012 -- Dip in First Half, but by Mid-Year Recovery Begins
Semiconductor fab equipment spending is expected to decline by approximately 11 percent in 2012, according to preliminary data from the SEMI World Fab Forecast report. Spending on Fab equipment is expected to drop in the first half of 2012, but will sharply increase in second half of the year to approach $10 billion by the fourth quarter. 

LED lightPress Release: LED Fab Equipment Spending to Decline 18% in 2012
Following a massive 36 percent increase in equipment spending in 2011, worldwide LED manufacturing equipment spending is projected to decline 18 percent in 2012.... 
conference audience Presentation: Presented at SEMICON Japan 2011 - December 7, 2011
gold coin  Semiconductor Equipment / Semiconductor Materials Outlook (.pdf) - Dan Tracy 
Article: Market Growth for Semiconductor Packaging Materials
Press Release: Semiconductor Packaging Materials Mkt to Reach $25.7B by 2015 
The semiconductor packaging materials are forecasted to grow from $22.2 billion in 2011 on a global basis to $24.6 billion in 2015, excluding thermal interface materials. Steady unit growth is expected through 2013 for key segments of the packaging materials market.... 
Press Release:  Semiconductor Equipment Sales to Reach $41.8 Billion in 2011
SEMI projects that worldwide sales of new semiconductor manufacturing equipment will reach $41.8  billion in 2011
Press Release: Slight Decline in Third Quarter 2011 Silicon Wafer Shipments
Worldwide silicon wafer area shipments decreased two percent during the third quarter 2011 when compared to second quarter 2011 area shipments.
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Press Release: Wafer Shipments Forecast to Remain Flat in 2011 and Increase in 2012 and 2013 
Polished and epitaxial silicon shipments totaling 9,131 million square inches in 2011, 9,529 million square inches in 2012, and 9,995 million square inches in 2013. 

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Article: The End of the DRAM Era – Flash Spending Surpasses DRAM
From 2004-2007, DRAM accounted for 30-35% of semiconductor capital equipment spending, according to the SEMI World Fab Database. However, in the last few years, the DRAM sector has been suffering from fast price erosion, fierce competition and mediocre demand.  

Record Capex Image

Press Release: 2nd Quarter 2011 WW Semiconductor Equipment Figures; Billings US$ 11.92 Billion
Worldwide semiconductor manufacturing equipment billings reached $11.92 billion in the second quarter of 2011. The billings figure is 1% percent lower than the first quarter of 2011 and 31% higher than the same quarter a year ago.  

conference audience

Presentation: Presented at Silicon Valley Lunch Forum - August 25, 2011
gold coin  SEMI Market Update (.pdf) - Dan Tracy

Fab Equipment Spending up 23% in 2011 - Still Highest on Record  |   Article   |   Press Release   |
SEMI World Fab Forecast indicates that capital expenditure will increase to $41.1 billion in 2011, the highest on record.  This new prediction is revised downwards to a 23% increase (from 31% increase predicted in May 2011), as some companies have adjusted plans due to broader economic conditions.

LED light

Press Release: SEMI Releases China LED Fab Industry Report
Report provides latest data on capital and equipment spending, LED fab capacity, government incentives, and leading companies  

conference audience

Presentations: SEMI Market Symposium 2011
gold coin  SEMI Equipment and Materials Outlook (.pdf)  - Dan Tracy
gold coin  Trends and Forecast for Fab Spending and Capacity (.pdf)  - Christian Gregor Dieseldorff 

Press Release: Increase in Second Quarter 2011 Silicon Wafer Shipments 
Total silicon wafer area shipments were 2,392 million square inches during the most recent quarter, a five percent increase from the 2,287 million square inches shipped during the previous quarter. 

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Presentations: SEMICON WEST presentations (.pdf) are now available for download!  
Keynotes/Executive Sessions: http://bit.ly/r0mgxZ  TechXPOT Sessions: http://bit.ly/pMH1GR