U.S. and Japanese manufacturers are making big profits! Chip equipment sales will exceed 100 billion U.S. dollars
Under the tide of core shortage, the semiconductor industry is booming. Global chip manufacturers are constantly expanding their production capacity, and the entire chain of the industry has been boosted, and the semiconductor equipment sector is naturally no exception.
According to SEMI (International Semiconductor Industry Association) data, after the global semiconductor equipment reached a record high of 71.1 billion US dollars in 2020, it is expected to be 95.3 billion US dollars in 2021, and it is expected to exceed 100 billion US dollars in 2022.
According to data, the three largest regions of the global semiconductor equipment market are South Korea, China, and Taiwan. For example, in the first quarter of 2021, global semiconductor equipment sales were 23.57 billion U.S. dollars, an increase of 51% year on year.
Among them, South Korea's purchase amount reached 7.31 billion U.S. dollars, accounting for 30% of the total equipment sales, an increase of 118% year-on-year, while China's mainland and Taiwan's purchases ranked second and third.
With the surge in semiconductor equipment sales, American and Japanese manufacturers are making a lot of money.
Recently, the Semiconductor Manufacturing Equipment Association of Japan (SEAJ) released a report on the market forecast of semiconductor and flat panel display (FPD) manufacturing equipment. It is expected that the sales of semiconductor manufacturing equipment in Japan in 2021 will increase by 22.5% year on year, reaching about 171.5 billion yuan. , Accounting for about 30% of the global semiconductor equipment market.
In the US, semiconductor equipment manufacturers will have sales of more than 250 billion yuan in 2021, or take a 40% share of the global semiconductor equipment market.
In fact, from the perspective of the top 10 semiconductor equipment manufacturers in the world in 2020, everyone can also see the clues. After all, among the top 10 manufacturers, the United States accounts for 4, ranking 1, 3, 5, and 8 respectively, which are applied materials. The four American companies, Panlin Group, Kelei, and Teradyne, have captured 38.9% of the global share.
Japan accounted for 4 companies and Europe accounted for 2 companies. So when the global semiconductor equipment sales increase greatly, it is not surprising that American and Japanese companies make a lot of money.
Of course, as the domestic substitution tide hits, some Chinese semiconductor equipment manufacturers will also benefit from this, depending on how many shares they can grab from American and Japanese companies.