1Q 2021 Assembly Equipment Outlook

    The Chip Insider®

    Semiconductor Manufacturing

    February 11, 2021
    Assembly Equipment Outlook
    Outlook for 2021 is very positive and Semiconductor Equipment demand continued accelerating. Foundries, IDMs, and OSATs are increasing their capacity investment. As a result, Wafer Fab Equipment is expected to grow 20% in 2021 reaching $4.3B. This is the second year of 20% growth and is a result of severe under investment of packaging capacity in 2018 and 2019. Assembly equipment is expected to continue cyclical growth through 2023.

    WildPhotons: Go forth and...
    WFE Outlook 1Q2021
    Semi Manufacturing Outlook

    Booming demand through supply chains
    • Outlook for 2021 is very positive and semiconductor equipment demand is accelerating
    • Semiconductor and equipment demand continues to improve compared to our previous forecasts
      • Foundry is having an exceptional year
      • Memory recovery is accelerating
      • Current shortages are driving capacity additions across nodes
    • Foundries, IDMs, and OSATs are increasing their capacity investment:
      • Strong demand for HPC driven by CSPs
      • Substantial 5G ramp
      • Shortages in selected electronics segments, automotive being most visible
    • Industry indicators and incoming data indicate a stronger 2021 than forecasted
      • Business is solid through 2021
    • Assembly Equipment bouncing back from the 2018-2019 under investment, reaching over $4.2B in 2021
    1Q 2021 Assembly Equipment Outlook
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