Semiconductor silicon wafers have flipped from this year, showing a slightly available situation, and usher in a super boom cycle. The relevant industry pointed out that because of the strong demand, the manufacturer's expansion is limited, and the shortage is expected to continue until next year, or even in 2019.
The Gartner estimated, this year, this year, global semiconductor revenue will reach $ 4,014 billion, an annual increase of 16.8%, and break through $ 400 billion. The global semiconductor revenue be more than $ 20 billion in 2000, after 10 years, in 2010, $ 300 billion, now, with the more wide range of semiconductor applications, it will be expected to increase a hundred million US dollars. scale.
Silicon wafer is an important substrate material manufactured by semiconductor components and IC, and the amount will vary with the overall semiconductor market. According to SEMI statistics, the global semiconductor silicon crystal shipment area has grown in the second quarter of this year after four years. However, last year with the previous global semiconductor silicon wafer camp, but the same low level in the past decade. The industry said that from 2012 to 2016, the semiconductor silicon wafer prices fell 43% because of the approximately accumulated, until this year's first quarter begins to rise.
SEMI pointed out that the total area of the second season of silicon wafer is 2,978 million square inches, an increase of 4.2% compared to the first quarter. If compared with the same period of 2016, it grown by 10.1%. Semi's SMG president and Global wafer spokesman Li Chongwei said that this is mainly driven by 8 inch and 12-inch crystal shipment, and global silicon wafer shipments have been innovative in five consecutive seasons.
In the case where the vendor does not have obvious expansion, including the application of automotive electronics, Internet of Things, cloud operations, etc., so that the semiconductor related demand has grown sharply, which also enables the overall semiconductor silicon wafer market to turn to supply, and joints are high. The silicon wafer is mentioned that the price will continue to rise in the first half of the year, and the customers who have not risen all the price will continue to rise in the second half of the year. The industry has also passed, and this year's semiconductor silicon wafer may have a 10% increase in each season.
The extent to which the industry is expected to be larger than 8 inch wafers, but the 8-inch crystal circle is limited to the production equipment, so the production capacity amplification is higher than the 12-inch crystal, and the terminal demand is smooth, resulting At present, the extent to which the supply and demand is tight, which is almost comparable to the 12-inch wafer.
Silicon wafer estimates, currently global 8-inch and 12-inch semiconductor silicon wafers have approximately 5.2 million pieces to 5.3 million pieces per month, but the monthly potential demand may reach more than 6 million pieces.
Samsung hits the ring crystal thigh, the tied is not kidnapped
The semiconductor silicon wafer market continues to supply in short supply, and the price is rising, and the situation may continue until next year. The market has recently passed, the world's third largest factory, Taiwan's largest global wafer has signed a long sign from South Korea's big customers, but the bid is not binding, in the history of history, the global wafer is unwilling to comment.
The outside world believes that this shows that the client wants to ensure the source of supply in the prestigious situation.
"Tid to not bid" means during the contract, whether there is a change in the future semiconductor silicon wafer market, the global wafer is to supply Samsung's conventional number of silicon wafers, and the price of shipments will be referred to the market or by both parties. For the global wafers, even if the subsequent market conditions are no longer so hot, the orders of the big customers have also taken them in their hands; in Samsung, when the market is hot, they can avoid money and do not see the goods. The situation ensures that the number of supplies obtained in the future.
After completing the SUNEDISON Semiconductor Company since last year, the Global Semicondon Semiconductor is ranked from the world's sixth largest semiconductor silicon wafer factory. Second only to Japan's constant and SUMCO, the current 8-inch medium current has 1050,000 Tablets, 12-inch crystal month production capacity has 750,000 pieces, all loaded.
In the past years, the semiconductor silicon wafer market has been present in a state of seeking, so there is no case in which the operator's call is about, and now the market is turning. The legal person pointed out that in addition to the global wafer, there is another one in the top three plants of the rumors and to sign long and binding prices.
Global wafer customers include TSMC, Samsung and other semiconductor big factories. At present, the market is out, and the global crystal and Samsung have signed a semiconductor silicon wafer supply for two to three years. The legal perspective, Samsung may account for about 10% of the global wafer.
In the past, the factory is covered by the source, such as the solar industry in the early years in the early years, and the upstream operator signs polysilicon or silicon crystal purchase contract with the upstream industry, and even ten years.
Original link: https://www.eeboard.com/news/sam-12/
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