Global fab equipment investment will decline this year but increase next year.
Published2019.06.12 09:16Memory sector accounts for 45% of total decline
Foundries Increase Investment in Microcomponents
International Semiconductor Equipment and Materials Association
According to the latest SEMI World Fab Forecast report from Semiconductor Equipment and Materials International (SEMI), global fab equipment spending is expected to decline 19% year-over-year to $48.4 billion in 2019, but increase approximately 20% to $58.4 billion in 2020.
SEMI's 2019 fab equipment spending growth forecast, released earlier this year, was revised from -14% to -19%, and its 2020 forecast was lowered from 27% to 20%.
Global fab equipment investment in 2020 is expected to remain approximately $2 billion below 2018 levels, despite strong growth of 20%.
Semi-annual fab equipment investment (2nd quarter of 2018 - 2nd quarter of 2020)
The memory sector is expected to be a major factor in the overall decline in investment, accounting for approximately 45% of the decline in total fab equipment investment in 2019.
However, in 2020, it is projected to grow by 45% to reach $28 billion, an increase of about $8 billion over the previous year.
However, even if the investment in the memory sector in 2020 increases as much as the forecast, it will be somewhat lower than the investment in the memory sector in 2017 and 2018.
Foundry equipment investment grew by 40% in the first half of 2019, and is expected to increase by 29% in 2019.
Equipment investment in the microcomponent sector (MPUs, MCUs, DSPs, etc.) is expected to grow by more than 40% in 2019 due to the launch of 10nm MPUs.
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