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...
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