2Q 2020 WFE Outlook

    The Chip Insider®
    Equipment & Emerging Markets
    April 13, 2020
    WFE Outlook
    COVID-19 is expected to disrupt on-going WFE upcycle. Declining semiconductor sales and shipments will reduce demand for Wafer Fab Equipment, which is expected to decline 6.8% in 2020. COVID-19 is not expected to change long-term outlook. 5G, datacenter, and AI are expected to provide long-term growth for WFE reaching $69B in 2024, 5.5% CAGR.

    WildPhotons: Put not your trust in money...
    WFE Takes a Dip on Sales in Middle of 2020
    In a year when sales would have been exceptional
    • Declines 2Q20 to 3Q20
    • Recovering sales in 4Q20 and continuing to 2021