Semi Gear Forecast Positive for 2 More Years
SAN FRANCISCO — SEMI today announced rosy growth over the next two years for worldwide semiconductor equipment sales.
The trade group forecasts the total semiconductor equipment market will grow 7% in 2015 to $40.2 billion and another 4% in 2016 to $41.8 billion.
The tables reflect market size in billions of US dollars and percentage growth over the prior year:
|
Equipment Type |
2014 Actual |
2015 Est. |
YoY (% Change) |
2016 Est. |
YoY (% Change) |
|
Wafer Processing |
29.26 |
32.13 |
9.8% |
33.53 |
4.4% |
|
Test |
3.55 |
3.45 |
-2.8% |
3.53 |
2.3% |
|
Assembly & Packaging |
3.06 |
2.80 |
-8.5% |
2.84 |
1.4% |
|
Other Front-End |
1.63 |
1.77 |
8.6% |
1.89 |
6.8% |
|
Total (Equipment) |
37.50 |
40.15 |
7.1% |
41.79 |
4.1% |
|
Region |
2014 Actual |
2015 Est. |
YoY (% Change) |
2016 Est. |
YoY (% Change) |
|
China |
4.37 |
4.66 |
6.6% |
5.54 |
18.9% |
|
Europe |
2.38 |
2.71 |
13.9% |
3.41 |
25.8% |
|
Japan |
4.18 |
4.73 |
13.2% |
4.60 |
-2.7% |
|
Korea |
6.84 |
8.55 |
25.0% |
9.23 |
7.9% |
|
North America |
8.16 |
6.45 |
-21.0% |
6.70 |
3.9% |
|
ROW |
2.15 |
2.16 |
0.5% |
2.31 |
6.9% |
|
Taiwan |
9.41 |
10.89 |
15.7% |
10.00 |
-8.2% |
|
Total (Regions) |
37.50 |
40.15 |
7.1% |
41.79 |
4.1% |
Totals may not add due to rounding. Source: SEMI, July 2015
Following growth of 18% in 2014, the equipment market is poised to continue to expand for the next two years. Key drivers for equipment spending are investments by memory and foundry fabs. Front-end wafer processing equipment is forecast to grow 10% in 2015 to $32.1 billion, up from $29.3 billion in 2014. Test equipment, assembly and packaging equipment are forecast to contract this year, falling 3% and 9%, respectively, to $3.5 billion and $2.8 billion, respectively.
Taiwan is forecast to continue as the world’s largest spender with $10.9 billion estimated for 2015 and $10 billion for 2016. In 2015, South Korea is second at $8.6 billion, followed by North America at $6.5 billion. For 2016, these three regions are expected to maintain their relative rankings.
In 2015, year-over-year increases are expected to be largest for South Korea (25%), Taiwan (16%), Europe (14%), and Japan (13%). Projected year-over-year percentage increases for 2016 are largest for Europe (26%), China (19%), South Korea (8%), and Rest of World (7%).
