PUBLISHED DECEMBER 14, 2021
World Fab Forecast Report (2020 to 2022). Published December 14, 2021
Report Update:
1. The report lists a total of 1422 facilities/lines including 138 future facilities/lines with various probabilities that will start volume production in 2021 or later.
2. The report is tracking active investments (combination of construction and equipment) in the report time frame of 2020 to 2022 of 597 facilities and lines of 150 companies in 22 countries.
3. Since the last publication in Sept 1, 2021, we made 202 changes to 183 fabs/lines. We added 13 new fabs/lines and deleted 3 fabs/lines.
Fab Equipment Investments:
1. We still expect fab equipment spending to have 3 years of continuous growth in 2020, 2021 and 2022 making each year a record year.
2. After a 17% YoY increase in 2020, fab equipment spending for 2021 is expected to increase by about 39% to US$ 89 B.
3. Largest investment in 2021 are in the Foundry sector, followed by Memory and Micro (with MPU). Discrete (mainly Power) is doubling. Opto Sector shows a decrease.
4. We expect continued strong spending in 2022 with about 10% YoY to US$ 98 B. This makes 2022 another record year for the industry and the third year with continuous positive growth rate.
Capacity:
1. Capacity for Memory continuous to grow at steady pace in single digits % YoY in 2021 and 2022. DRAM growth rats is slowing in 2022.
2. Foundry capacity (including Foundry/IDM) shows increases in upper single digits % for 2021 and 2022.
3. 300mm capacity (excluding EPI, LED) increase by 10% in 2021 and 9% in 2022.
4. 200mm capacity (excluding EPI, LED) increases about 6% in 2021 and 5% in 2022.
New Fabs/Construction:
1. Construction spending in 2021 is increasing to a new record of US$ 18 B (+57% YoY).
2. There are 21 new construction projects of volume fab in 2021 (not including R&Ds and pilots).
3. Construction spending for 2022 continuous to rise to another record year with 26% to US$ 23 B.
4. There are 24 new construction projects of volume fab in 2022 (not including R&Ds and pilots).