WFE Outlook 1Q2021

    The Chip Insider®
    Semiconductor Manufacturing
    February 4, 2021

    Semiconductor Equipment Outlook

    Outlook for 2021 is very positive and Semiconductor Equipment demand continued accelerating. Foundries and IDMs are increasing their capacity investment. As a result, Wafer Fab Equipment is expected to grow 12% in 2021 reaching $70B. Semiconductor equipment business is expected to be solid through 2021.

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    WFE Outlook 1Q2021

    Semi Manufacturing in the Wake of COVID-19

    Equipment markets continue strong acceleration
    • 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 and IDMs 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 point to a stronger 2021 than forecasted
      • Business is solid through 2021
    • Wafer Fab Equipment reaching $70B in 2021
    WFE Outlook 1Q2021
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