Billions of dollars have been thrown into the expansion of factories that produce semiconductor products using 200mm wafers
Semiconductor manufacturers around the world intend to increase production capacity for 200mm wafers by 950,000 wafers per month from 2020 to 2024, or 17%. This will allow by the end of the period under review to reach a record level of 6.6 million wafers per month. This data is presented in a report by the SEMI organization, which brings together more than 2,000 companies and 1.3 million professionals in the semiconductor industry.
Spending on 200mm manufacturing equipment is expected to reach nearly $ 4 billion in 2021. For comparison: in the period from 2012 to 2019, they fluctuated in the range of $ 2-3 billion per year, and in 2020 they amounted to $ 3 billion. According to SEMI experts, the increase in costs partly reflects the desire of the global semiconductor industry to overcome the current shortage of microcircuits.
Factories designed for 200mm wafers produce, among others, components for 5G equipment, automotive electronics and IoT devices, such as ICs for analog signal processing, power controllers, display drivers, sensors and field effect transistors.
In the regional context, the leader is China, which will account for 18% of the considered production capacity this year. It is followed by Japan and Taiwan (16% each).