The Power of [Taiwan] - SEMI.ORG | Semiconductor Packaging & Testing Service Revenue Taiwan...
Transcript of The Power of [Taiwan] - SEMI.ORG | Semiconductor Packaging & Testing Service Revenue Taiwan...
Taiwan Semiconductor / LED / PV MarketSeptember, 2013
© 2013 SEMI Taiwan. All Copyright Reserved.
The Power of [Taiwan]
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IC In
dust
ry
The output value of the global IC design is expected to have a annual growth of 6.1%, came to $ 81.36 billion in 2013 while Taiwan IC design output value is expected to grow 17% to US$ 16.32 billion in 2013, remain the 2nd place in global IC design market.
(Source: ITRI/IEK, August 2013)
Global and Taiwan IC Design Output Value & Market Share
Taiwan Ranked No. 2 in Global IC Design Industry
(Source: MIC, 2013)
WW IC DesignTW IC Design TW IC Design Market Share
TW IC Growth Rate
90
2009 2010 2011 2012 2013(e)
25%
20%
10%
0%
15%
5%
-5%
80
70
60
50
40
30
20
10
0
(US$
Billi
on)
Taiwan Semiconductor Packaging & Testing Service Revenue Taiwan Semiconductor Foundry Service Revenue
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Taiwan is No. 1 in IC Packaging & Testing Service
Taiwan is No.1 in Semiconductor Foundry Service
Taiwan’s IC packaging and testing revenue is expected to reach 9.77 billion and 4.35 billion respectively in 2013.
Taiwan’s Foundry service revenue achieved US$21.36 billion in 2012 and is expected to reach US$25.5 billion in 2013.
2009
6.66
2.93
9.08
4.04
9.14
4.09
9.19
4.10
9.77
4.35
(Source: ITRI/IEK, August 2013)
0.00
2.00
4.00
6.00
8.00
10.00
2010 2011 2012 2013(f)
6.66
9.08 9.14 9.19 9.77
2.93
4.04 4.09 4.10 4.35
IC Packaging
IC Testing
(US$
Billi
on)
(US$Billion)
25
20
15
30
10
5
0
2009 2010 2011 2012 2013(f)
12.37
18.4519.42
21.90
25.50
(Year)
(Source: ITRI/IEK, August 2013)
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Taiwan Continues to Show Strong Investment Activities
SEMI Equipment Forecast by Region
Taiwan is expected to invest over US$10 billion in 2013 and 2014 respectively, which make Taiwan the single largest semiconductor equipment market in the world.
$45$50
2009(A)
ROW
China
S. Korea
Europe
Taiwan
Japan
N. America
2010(A) 2011(A) 2012(A) 2013(F) 2014(F)
1.44
0.94
2.60
0.97
4.35
2.23
3.84
3.68
8.63
2.33
11.25
4.44
3.41
3.65
8.66
4.22
8.52
5.81
2.10
2.50
8.67
2.55
9.53
3.42
2.17
2.81
6.69
2.35
10.43
3.80
1.94
5.11
8.74
4.21
10.62
4.61
3.39 5.75 9.26 8.15 8.04 8.75
$40$35$30$25$20$15$10
$5$0
★
ROWChinaS. KoreaEuropeTaiwanJapanN. America
(Source: SEMI, July 2013)
(US$
Billi
on)
Taiwan Owns the Largest Number of 300mm Fabs in the World
Taiwan is expected to have twenty-six 300mm volume production fabs by the end of 2014. Overall 300mm capacity will reach 950 thousand wafers per month in 2014.
300mm Installed Capacity
(Thousands)
0
200
S. KoreaTaiwan
JapanAmerricas
ChinaSE Asia
Eur & M. East
400
600
800
1000
1200
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
(Source: SEMI World Fab Datebase, August 2013)
★
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Materials Markets by Region
Taiwan: A 10 Billion Dollar Materials Market
2012 = $47.1 Billion
Region 2012 2013F %
$B $B Change
Europe 2.98 3.07 3%
China 5.07 5.59 10%
North America 4.78 4.96 4%
South Korea 7.41 7.64 3%
ROW 8.01 7.97 0%
Japan 8.58 8.21 -4%
Taiwan 10.27 10.52 2%
Total Regions 47.10 47.96 2%
★
★
ROW 17%Europe 6%
North America10%
Korea 16%Taiwan 22%
China 11%
Japan 18%
(Source: SEMI, May 2013)
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Embedded SubstrateWith computing and smart devices fueling growth in the market, faster, smaller and more functions are being incorporated in microelectronics at an accelerated rate. Embedded Substrate will be the next important technology for packaging development. Taiwan’s substrate suppliers such as ASE, Nanya, Unimicron and Tripod tech are all a part of this exciting field.
Green Manufacturing In the 21st century, green products and green production technologies will eventually become a company competitive advantage, with the trend increasing demand for green manufacturing. TSMC, UMC, MXIC, AUO, CMO and other device makers are trying to realize the concept of “design for green manufacturing”.
Secondary Equipment MarketThe secondary equipment market in Taiwan is taking off! Due to the needs of finding out better cost-effective solutions, some fabs and DRAM makers in Taiwan have started to increase the portion of refurbished equipment installed.
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Taiwan LED Industry Products Value
LED
MEM
S TOP 20 MEMS Foundry Ranking
Taiwan is One of the Most Important MEMS Manufacturing Base
• In the MEMS foundry ranking of 2012, Taiwan Semiconductor Manufacturing Co. Ltd is the fastest climbing company of Taiwan.
• Asia Pacific Microsystems, Touch Microsystems and UMC are also listed as major MEMS makers.
250
200
150
100
50
0
203
6542 39 34
25 20 19 19 18 16 14 12 11 8 8 8 6 5 4
STSO
NYTS
MCTE
LEDY
NE D
ALSA
SILEX
MIC
ROSY
STEM
S
ASIA
PACI
FIC M
ICRO
SYST
EMS
Xfab IMT
TRON
ICSM
ICRO
SYST
EMS
UTC
SSS
MICRA
LYNE TI
SEMEF
ABTO
WER JA
ZZ
ADVA
NCED
MIC
RO SE
NSOR
S
TOUC
H MIC
ROSY
STEM
S
UMC
Glob
al Fo
undr
iesHo
neyw
ellMIC
REL
(Source: Yole Développement, 2013)
140,000
2011 2012 2013(e) 2014(f) 2015(f) 2016(f) 2017(f)
82,625 86,313 90,749 100,400 107,800 113,500 121,000
(Source: ITRI/IEK, January 2013)
(NT$
Mill
ion)
Market Scale
120,000
100,000
80,000
60,000
40,000
20,000
00
Taiwan Rank No.2 in LED Chip & PKG Market
Chip & PKG Revenue Ranking in 2012
China 15%
Korea 19%
Europe 11%
Taiwan 21%
Japan 25%
USA 15%
★
(Source: LEDinside, 2013)
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LED
12
LED
Taiwan LED Makers Own the Largest LED Epitaxy Capacity
While worldwide LED epitaxy capacity is expected to reach 2.4 M in 2013 (4” equivalent per month), Taiwan LED makers account for the largest share of capacity (around 28%) with their facilities in Taiwan and China.
LED Epitaxy Capacity Share by Region
SE Asia 0.1%
China 25.8%
Korea 16.1%
Europe & Mideast 2.8%Taiwan 22.2%
Japan 21.6%
Americas 11.5%
★
(Source: SEMI Opto/LED Fab Forecast , July 2013)
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Plastic Electronics
Precision Machinery
OLAE (organic and inorganic large area electronics) promises a large market potential of over $50 billion by 2020. The technology is an answer to many challenges in our society with regard to renewable energy, environment protection, information, entertainment, communication, e-mobility, health and more.
• The sales revenue of local manufactured semiconductor equipment and parts reached US1.2 billion in 2011.
• Most of the spare parts for 300mm wafer process can be provided by local suppliers.
• Taiwan government is aiming to raise the semiconductor spare parts localization rate to 50% by 2015. (through OEM or strategic alliance with global leading equipment makers.)
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Plas
tic E
lect
roni
cs &
Pre
cisi
on M
achi
nery
LED
LED Component Industry Market Share by Region
Taiwan Ranked No.3 in LED Component Market
★
20117%10%23%27%11%21%
EuropeN.AmericaKoreaJapanChinaTaiwan
20128%10%25%27%10%20%
2013(e)8%10%25%28%10%19%
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
(Source: ITRI/IEK, January 2013)
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Taiwan/China is No. 1 in Global c-Si Wafer Production
(Source: Solarbuzz, 2013)
Europe 2%
Taiwan/China 82%
ROW 8%
USA 1%
Japan 7%
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C-Si Wafer Production for 2013 MW by Region
Over 80% of c-Si wafer production is forecast to occur in Taiwan/China during 2013.
Sola
r PV
Sola
r PV
China and Taiwan-based production accounts for more than 85% of global c-Si cell production and will continue to do so from Q2’13 to Q1’14 .
Q2’13 to Q1’14 Cumulative Production by Region
Taiwan is No.2 in Global PV Cell Production
China 64%
(Source: Solarbuzz, 2013)
Taiwan 21%
Japan 6%Korea 3%
SE Asia 4%
Germany 1%ROE 0%USA 1%
ROW 0%
★
Contact SEMI Taiwan
Booth Sign-up, Advertising & Sponsorship Opportunities SEMICON Taiwan Ms. Ana Li Tel: +886.3.560.1777 ext.101 Email: [email protected]
LED Taiwan Ms. Jo-ann Su Tel: +886.3.560.1777 ext.202 Email: [email protected]
PV Taiwan Ms. Gina Wu Tel: +886.3.560.1777 ext.102 Email: [email protected]
SEMICON Taiwan Exhibitor Service Ms. Linda Wang Tel: +886.3.560.1777 ext.306 Email: [email protected]
SEMI Membership & Industry Research Report Ms. Ula Huang Tel: +886.3.560.1777 ext.103 Email: [email protected]
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Standards Publication Ms. Cher Wu Tel: +886.3.560.1777 ext.802 Email: [email protected]
Media Relations Ms. Annie LiuTel: +886.3560.1777 ext.207Email: [email protected]
SEMI Taiwan Office Address: 11F-2, Taiyuan 1st St., Zhubei City, Hsinchu County 30265, Taiwan R.O.C. Tel: +886.3.560.1777 Fax: +886.3.560.1555 Email: [email protected]
SEMI Industry Research & Statistics
The SEMI Industry Research and Statistics group provides timely market and trend information for market research, competitive analysis, and sales forecasting. We focus on the global semiconductor capital equipment, selected materials markets and fab forecasting data. We collect actual data from suppliers around the world following strict professional standards of confidentiality. The data is featured in our market data products/subscriptions, and is highlighted by market analysts, and is the benchmark data referenced by financial communities around the world. Visit www.semi.org for more industry reports from SEMI.
Research Category
Equipment 1. Equipment Market Data Subscription (EMDS) 2. SEMI Book-to-Bill Report 3. Historical Book-to-Bill Report 4. Historical Worldwide Semiconductor Equipment Market Statistics Report 5. Secondary Equipment Market Report
Materials 1. Material Market Data Subscription (MMDS) 2. Photomask Characterization Summary 3. Silicon Reclaim Wafer Market Characterization
Fab Databases 1. World Fab Forecast 2. Fab Futures 3. World Fab Watch
Packaging 1. Global Semiconductor Packaging Materials Outlook 2012/2013
Photovoltaics / Solar Energy 1. Worldwide PV Equipment Market Statistics Report 2. Fab Database 3. Chemicals & Materials for Solar Cells and Modules
Enabling Products (systems, components, parts, etc...) 1. Opto/LED Fab Forecast 2. Opto/LED Fab Watch 3. Mass Flow Controller Market Statistics (Report)
Contact SEMI for More Information:Mr. Clark, +886.3.560.1777, [email protected]. Ana Li, +886.3.560.1777 ext.101, [email protected]