全球晶圓廠設備支出可望連續三年創歷史新高

作者 : SEMI

新冠疫情帶動電子設備需求激增,全球半導體產業正往連續三年創下晶圓廠設備支出新高的罕見紀錄邁進…

國際半導體產業協會(SEMI)公佈最新一季全球晶圓廠預測報告(World Fab Forecast)中指出,新冠疫情帶動電子設備需求激增,全球半導體產業正往連續三年創下晶圓廠設備支出新高的罕見紀錄邁進;繼2020年增長16%,今年及2022年也預估分別有15.5%及12%的漲幅。

三年預測期間內,全球晶圓廠每年將增加約100億美元的設備支出,最終將於第三年攀至800億美元大關。在全球協力合作遏止疫情持續蔓延之際,通訊、運算、醫療及線上服務等產業受惠最大,而電子裝置作為其骨幹,需求出現爆炸性的成長,上述產業也正是這波設備支出來源的最大宗。

 

 

晶圓廠設備支出歷來有其周期性,一到兩年增長後,通常會有同期間的降幅隨之而來。半導體業界上回出現連續三年晶圓廠設備投資增長為2016年,在那之前,則是將近20不見此至少連三年大漲的榮景。1990年代中期,業界曾經歷過四年期的連續增長。

2021年和2022年大部分晶圓廠投資集中於晶圓代工和記憶體部門。在大幅投資推動下,晶圓代工支出預計2021年將增長23%,達320億美元,並在2022年持平;整體記憶體支出2021年有個位數成長,達280億美元,同年DRAM將超過NAND快閃記憶體,接著2022年將在DRAM和3D NAND投資推波助瀾之下,出現26%的顯著成長。

功率和微處理器(MPU)晶片預測期內也將看到出色的支出增長,前者在功率半導體元件強勁需求拉動下,相關投資於2021年和2022年分別將有46%和26%的成長;後者則隨著微處理器投資攀升,預估2022年將增長40%,進一步助長這波漲勢。

SEMI全球晶圓廠預測報告(World Fab Forecast)涵蓋1,374家廠房和生產線,2021年或之後將開始量產(建成可能性高至低項目不等)的廠房及生產線也包含在內。

 

 

 

 

 

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