Recap and Outlook for The Taiwanese Semiconductor Industry, 3Q 2021
Shipment value of the Taiwanese semiconductor industry reached US$32.198 billion in the second quarter of 2021, up by 11.4% sequentially and 40.5% year on year. This report looks into the key issues in major subsectors of the Taiwanese semiconductor industry, including IC design, manufacturing, and OSAT (Outsourced Semiconductor Assembly and Test); provides an overview of the development of the industry in the second quarter of 2021 to forecast its development in the third quarter of 2021 and onwards.
- KEY ISSUES
- IC Design
- Robust Demand for Mobile Computing Chips Continues, Leading to Strong Growth for Taiwan's IC Design Industry, Led by MediaTek and Realtek
- Driver IC Vendors Contribute Significantly to Shipment Value of Taiwan's IC Industry Thanks to Brisk Market Demand and Price Hikes
- IC Fabrication
- Wafer Foundries Plan Capacity Expansion Aggressively, Especially for Mature 28nm Node
- Soaring Memory Demand Worldwide Drives Sustainable Revenue Growth
- OSAT
- End Market Demand Pushes OSAT Companies to Full Capacity
- OSAT Companies Suffer Short-term Impact from COVID-19 but Annual Revenue Unlikely to be Affected
- IC Design
- INDUSTRY OUTLOOK
- IC Design
- Production Lines Fully Booked till Late 2021 due to Increased 5G Phone Penetration, Network Communications Device Specs, and Replacement Demand
- DDI Price Quotes to Rise Again in 3Q before Going Down
- IC Fabrication
- Wafer Foundries' Price Hikes to Affect Chip Supply Ecosystem
- Memory Demand to Remain High in 3Q with Niche DRAM as Main Driving Force for Revenue Growth
- OSAT
- OSAT Companies to Enjoy Ongoing Revenue Growth in 2H due to the Peak Season
- COVID-19 Outbreak in Southeast Asia Enables Taiwanese Suppliers to Strengthen Ties with IDMs
- IC Design
- APPENDIX
- List of Companies
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