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...
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
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