Development of the Taiwanese Semiconductor Industry, 2Q 2021
Shipment value of the Taiwanese semiconductor industry reached US$28.72 billion in the first quarter of 2021, up by 3.7% sequentially and 30.9% year on year. This report discusses the key issues in major subsectors of the Taiwanese semiconductor industry including IC design, semiconductor manufacturing, and OSAT (Outsourced Semiconductor Assembly and Test) as well as the industry’s development in the first quarter of 2021 to forecast its development in the second quarter of 2021.
- KEY ISSUES
- IC Design
- Rosy Outlook for Notebook PC Market on Seasonal Demand for Commercial Models and Slowdown in Global Outbreak
- Network Communication Chips in Shortest Supply with Lead Times up to 1 Year; RF IC Suppliers Experience Declining Profits
- Semiconductor Manufacturing
- TSMC's Price Hikes Caught World's Attention
- Niche-market Applications Drive Memory Vendors' Revenues
- OSAT (Outsourced Semiconductor Assembly & Test)
- COVID-19 Outbreaks in Southeast Asia Hit the OSAT Industry Hard
- Peak Season Effect Drives Revenue Growth, Yet Some Vendors' Revenues Yet to Meet Expectations
- IC Design
- INDUSTRY OUTLOOK
- IC Design
- Driver IC Suppliers' Shipments to Rise Slightly as Large-size TV Panel Demand
- Forecast for Off-season Demand Revised Downward amid Supply Shortages and Tight Production Capacity but to Slowly Recover in 1Q22
- Semiconductor Manufacturing
- Wafer Foundries Aggressively Expand Production Capacity with 28nm Becoming Increasingly Important
- DRAM and NAND Flash Supply and Demand Adjustment Begins with NOR Flash Demand Continuing to Peak
- OSAT
- Declining End Market Demand and Inventory Adjustment to Affect Revenue Growth
- China's Dual Control of Energy Policy Likely to Affect Semiconductor Supply Chains
- IC Design
- APPENDIX
- List of Companies
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