2Q 2020 WFE Outlook
The Chip Insider®
Equipment & Emerging Markets
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
In a year when sales would have been exceptional
- Declines 2Q20 to 3Q20
- Recovering sales in 4Q20 and continuing to 2021
