Semiconductor Industry Trends and Key Issues
Global inflation and the Russia-Ukraine war have significantly dampened the consumer market demand, leading to inventory pileups. IC design houses have faced significant inventory management challenges, which has impacted capacity utilization rates of wafer foundries accordingly. Inventory clearance is expected to continue into the first half of 2023. This report looks into the development of the global and Taiwanese semiconductor industries, key trends, regional supply chain development, and geopolitical impacts; examines key issues such as the demand for PMIC and the development of SiPH technology and applications.
- Development of the Worldwide and Taiwanese Semiconductor Industries
- Slowdown in Global Semiconductor Market Growth in 2022 and 2023
- Taiwan's Semiconductor Industry Expected to See Negative Growth in 2023
- Sluggish Consumer Electronics Demand Leads to Fabless Chipmakers' Inventory Adjustments
- Distribution Channels' Inventory Levels Also Keep Rising
- Chip Inventory Clearance Likely to Continue into 1H23
- Global Wafer Foundries' Equipment Spending Slows Down in 2023
- Current Status and Future Outlook of the Worldwide and Taiwanese Semiconductor Industries
- US-China Competition Accelerates Formation of Regional Semiconductor Supply Chains
- TSMC Builds Advanced Fabs in the U.S. to Fill the Regional Gap
- Taiwan's Wafer Foundries Build Production Capacity on Advanced and Mature Processes in Japan
- China Sets Goal to Reach 70% Chip Self- Sufficiency Rate in 2025
- China Drives Semiconductor Industry Development via Domestic Market Demand
- EU and Intel Cooperate on Building Advanced Chip Fabs
- Escalating US-China Tensions to Impact Taiwanese Manufacturers
- Analysis of Key Issues
- Worldwide PMIC Market Size and Shipment Value
- Changes in Worldwide PMIC Shipment Volume and ASP
- PMIC Market Growth Momentum: Construction of 5G Small Cells
- PMIC Market Growth Momentum: Constantly Increased IoT Devices
- PMIC Market Growth Momentum: Demand for EV/Automotive Chips
- PMIC Market Growth Momentum: Demand DDR5 PMICs
- PMIC Industry Supply Chain
- Mainstream PMIC Process Technology: BCD
- Major Cause of PMIC Shortages in 2021: Capacity Crunch and Crowding Out Effect at 8" Fabs
- Consumer Electronics PMIC Demand Eases While Automotive PMICs Still in Tight Supply
- Analysis of Key Issues
- Challenges for Global Data Transmission
- Optical Fiber the Key to High-speed Data Transmission
- Optical Transceivers Replace Data Transmission Modules Composed of Discrete Components
- SiPh Technology Integrates Silicon Chips and Optoelectronic Components via Silicon Processes
- Heterogeneous Integration and Packaging of Silicon and Optoelectronic Components are Key to SiPh
- Application of SiPh Technology to Expand to Beyond Data Centers
- Continued Evolution of the Global SiPh Supply Chain
- Development of SiPh Transceivers and Copackaged Optics (CPO)
- Conclusion
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