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[Report] What sectors should you pay attention to in the semiconductor market, which is expected to rebound in 2020?
Published2019.11.25 10:59- Operational Technology (Manufacturing Operations Technology)
- Technology that detects and induces changes in physical processes through direct monitoring and control of a company's physical devices and processes.
- Technology to convert the physical state of the system into an efficient operating system based on hardware and software and to operate it.
▲ Data/Data Bridge Market Research
- Operating a revenue model based on system equipment and software process provision
- Related companies: Schneider, Johnson Controls, TOSHIBA, SIMENS, ABB, Honeywell, BOSCH
- Semiconductor-based market size is expected to account for 31% by 2023.
- ICT (79%→69% / -10%↓), OT (21%→31% / +10%↑)
The semiconductor market in the OT sector is expected to reach $155 billion in sales by 2023.
. 1H19: DRAM unit prices fall due to failed demand forecasts and high inventory.
. 2H19: Demand for DRAM increases as demand shifts from 'Server > Mobile > PC'
. DRAM inventory is expected to decline to normal levels by the end of 2019.
º 2020
. 1Q20: Samsung Electronics and Hynix Capacity Conversion (DRAM Line → CIS Line)
. 3Q20: Micron plans to build a new plant.
. 4Q20: Maintaining supply and demand balance and restoring DRAM stability are expected.
Demand is expected to rise due to increased mobile and server memory usage driven by the growth of the 5G industry.
The DRAM industry is expected to normalize due to increased demand compared to natural supply caused by reduced supply.
- NAND situation by year
º 2019
. A power outage at a TOSHIBA memory plant temporarily caused a decrease in NAND supply, leading to a price increase.
º 2020
. 1H20: Samsung Electronics' Xi'an 2 plant and SK Hynix's M15 plant are expected to begin operations, easing supply shortages and driving up prices.
. 2H20: Focus on new factory equipment investment by company, re-entry into oversupply cycle is expected, but seasonal peak season and
Price stability expected due to increased distribution inventory within the industry
. 1Q20~3Q20: Profitability expected to improve due to rising memory prices.
. 4Q20: Stable Profitability Outlook
▲ Source/Arne Holst, Jul 22, 2019
- Rapidly increasing demand for endpoint edge devices for intelligent, high-efficiency system operation.
"Edge Computing: A computing technology that processes data traffic generated at endpoints at the edge, rather than the core (cloud), transmitting only meaningful data to the core and enabling real-time response at the edge."
- AI Edge Compuing: AI Edge Device shipments are expected to reach 161.4 million units in 2018 and 2.6 billion units in 2025.
AI-related chips are expected to account for 10% of the semiconductor market by 2023.
AI-related chips are expected to be applied to IoT Edge devices.
ize: 12px;">Expansion areas: Mobile, smart speakers, PCs/tablets, head-mounted displays, automatic sensors, drones, robots, security cameras, wearable health sensors, building equipment sensors, city-wide sensor networks
▲ Data/Tractica AI Edge Device Shipments by Device Category, World Markets:2017-2025
Demand for mobile DRAM is expected to reach 220 million units in 2020 due to the full-scale commercialization of 5G services. Market size expected to expand with increasing number of subscribers
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