Today, the global semiconductor market is rapidly expanding due to accelerating digitization. The World Semiconductor Trade Statistics Organization (WSTS), composed of major semiconductor manufacturers, predicts that the global semiconductor market will exceed US$600 billion in 2022, a record high.
Next year, market demand is frenzied. WSTS estimates that the global semiconductor market will grow by 8.8% in 2022 to a scale of US$601.490 billion, breaking the US$600 billion mark for the first time. Moreover, the global semiconductor market has achieved positive growth in 2019-2022 for three consecutive years, which is also a rare sight.
The industry team analyzed that due to the new crown virus pneumonia epidemic, people working at home, etc., with the high demand for information equipment and data centers, the global semiconductor shortage is expected to continue. In order to ensure stable supply, attract manufacturers to build production bases. Maybe it will continue.
According to Kyodo News on December 3, the size of the Japanese semiconductor market is expected to grow by 9.3% to 47.6 billion U.S. dollars each year.
Semiconductors are the core of the development of the technology industry and the key to the future of the smart economy.
Many people say that experiencing the epidemic in the past two years has not only caused changes in their lives, but also the rapid development of global digitalization, such as remote online work, online learning, e-commerce video live broadcast, and the sharing economy. Many of these are industries. It is estimated that it will take ten years to evolve the scene in just over a year, and these are the positive energies of semiconductors.
In the past year, the shortage of automotive chips has caused many car giants around the world to become “starved” for “chips”. It is worth noting that Nan Chuanming of British investigative company Omdia predicts that the semiconductor shortage will continue until 2022.
It is worth noting that the major semiconductor giants are also competing with each other. On December 2, Intel CEO Pat Gelsinger (Pat Gelsinger) stated that local American companies will give the United States a greater degree of control over related intellectual property rights, and he called on the United States to prioritize investment in local chip vendors.
“Compared to investing in competitors such as TSMC and Samsung, the United States should increase investment in local chip manufacturers.” The Intel CEO said.
However, while calling on the United States to support local semiconductors, he did not forget to choke on TSMC. He attacked TSMC and claimed that TSMC should not be given priority to receive US investment subsidies. At the end of last month, he even slammed another semiconductor manufacturer, Advanced Micro Devices (AMD), which expanded its market share. Intel “lent it first” and should return it soon.
Pat Gelsinger attacked TSMC and said: “Taiwan is not a stable place.” He called on the U.S. government to give priority to subsidizing local semiconductors instead of companies like TSMC and Samsung.
In the face of Intel’s offensive, TSMC Chairman Liu Deyin was asked when he attended a forum today. He only responded indifferently: “It’s not worth responding. We will not slander the industry.”
When asked if he felt that Intel’s statement was unfair, Liu Deyin asked the other person: “What do you think? There are not many people who believe it.”
Every year, global semiconductors will exceed 600 billion US dollars. This time Intel’s attack on TSMC is clearly “targeted.”
South Korea’s Samsung Electronics announced last week that it will spend $17 billion to build a new chip factory in Texas, the United States. Prior to this, TSMC announced in June this year that the company had begun building a chip factory in Arizona with a total investment of up to 12 billion U.S. dollars. Intel CEO’s voice at this time also launched an offensive against the US government. As more semiconductor manufacturing industries move to the United States in the future, local competition will inevitably become more intense. We believe that the domestic semiconductor industry should be prepared to deal with various uncertain challenges.