米中対立の行方と半導体サプライチェーンのシナリオ

SEMIジャパン代表 浜島 雅彦

大里 希世氏の略歴はこちら

Lung Chu氏の略歴はこちら

【日英同時通訳有】
After a 6.5% growth in 2020, global semiconductor industry anticipates continued robust growth in 2021. Companies increase their capex to record levels for 2021. High capex will drive the demand for semiconductor equipment and materials. China is the largest semiconductor market around the world and its industry enjoyed steady growth in the last 20 years. But the self-sufficient rate in China is relatively low. To promote continuous development of China semiconductor industry, the Chinese government has launched series of measurements including National IC Fund Phase II, the New STAR Market , and the New Infrastructure Plan in China. As a result, China semiconductor industry has made some progress, there are about 57 fab lines in production in China and many fab projects were announced or under construction. Besides, China was claimed the largest equipment market in 2020. But there is still a big gap between supply and demand in China especially for equipment and materials. China semiconductor industry still has a long way to g become self-sufficient.

Risto Puhakka氏の略歴はこちら

【日英同時通訳有】
COVID-19, Trade Regulations, Missed Nodes, Supply Chain constraints and exploding global semiconductor demand; Semiconductor Manufacturing has had its share of defining events in 2020 and 2021. The industry has proven to be remarkably resilient through the turbulence. Semiconductor sales is soaring to an all-time high in 2021, while Semiconductor Equipment sales is breaking new records as well.
In this environment, what will be the outlook for the industry? What is the role China and US will play in $1T semiconductor industry? Will China become the fourth major semiconductor manufacturing hub along with Taiwan, Korea and U.S.? What is the role of Semiconductor Capital Equipment and Materials in this industry?

南川 明氏の略歴はこちら

米中貿易摩擦、カーボンニュートラル、コロナ後のニューノーマルなどエレクトロニクス産業へ影響する環境変化を整理してみたい。半導体不足も大きな問題になっている。2022年から24年にかけて半導体産業の成長は新たなステージに入ったとみている。最新予測を紹介させていただきます。