The epidemic bonus that has lasted for more than two years has subsided significantly since the beginning of 2022. In addition, the pressure of global inflation has intensified. The demand for consumer electronics such as TV, mobile phones and NB has declined sharply. , the chaotic situation of bargaining and cancellation of long-term contracts, the chain effect will break through the defense line of semiconductor wafer foundry, packaging and testing and IC design in the middle of 2022.

Shenzhen Meiyuxin Technology Co., Ltd. supplies a large number of electronic component chips from stock.

TrendForce, a global market research organization, held a seminar on the "2023 TrendForce Technology Industry Forecast" today (20th). It believes that due to the rapid rise in inventory in the supply chain, it is difficult to digest, and the wave of customer orders cutting orders quickly spread to wafer foundries. It is estimated that Next year, the average annual production capacity of the global wafer foundry will increase by about 3% for 8 inches and about 8% for 12 inches, which will show a sharp convergence compared with 2022.

TrendForce said that with the gradual ease of logistics between countries, the terminal equipment and components purchased in large quantities under the tide of shortages have gradually arrived in warehouses; however, the dividends of the epidemic have dissipated, coupled with the impact of high global inflation, the sales of consumer electronic products are urgent The freeze has led to a surge in inventory in the supply chain, and the storm of customer orders quickly spread to the foundry.

Faced with major moves by customers to revise wafer casting orders, foundries have slowed down their expansion/factory progress, and at the same time actively adjusted their product mix to automotive, industrial control and other applications with relatively stable pulling force. In addition, it is more active to develop a diversified layout of special processes in order to differentiate itself from its competitors.

TrendForce estimates that in 2023, the average annual production capacity of the global wafer foundry will increase by about 3% for 8 inches and about 8% for 12 inches, which will show a significant convergence compared with 2022. In a market situation where the overall global economic visibility is sluggish and the consumption of electronic products has not improved, the diversification and unique development of the wafer fab process has become the key to the operation of the wafer foundry.

According to the latest report of the International Semiconductor Industry Association (SEMI), although the total global fab equipment spending in 2022 will reach 99 billion US dollars, a new high, but compared with the previous estimate of 109 billion US dollars, there is a downward revision of about 9%. For 2023, it is expected to decline slightly by 2%, reaching about US$97 billion. From this point of view, the peak period of orders for semiconductor-related equipment manufacturers may have passed, and it will gradually decline after the fourth quarter. If the largest customer TSMC makes corrections in the future, the decline will be more significant.