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Semi and Display Equipment Makers Suffer From Over Industry Capacity
September 16, 2019
Worldwide semiconductor manufacturing equipment billings reached US$13.3 billion in the second quarter of 2019, down 20 percent Y/Y and 3 percent sequentially, according to SEMI.
Table 1: Q219 SEMI Equipment Spending, Share and Growth
September 16, 2019
Worldwide semiconductor manufacturing equipment billings reached US$13.3 billion in the second quarter of 2019, down 20 percent Y/Y and 3 percent sequentially, according to SEMI.
Table 1: Q219 SEMI Equipment Spending, Share and Growth
Source: Semiconductor Equipment Association of Japan (SEAJ)
Figure 2: 4L Global SEMI Materials Spending Outlook
Source: TECHCET
In the display industry, DSCC recently forecasted that 2019 equipment spending would be down 28% in 2019, up 31% in 2020, due to the installs of Gen 10.5 fabs and then essentially down thru 2024 as LCD spending is cut to zero.
Figure 2: Display Capex and Share by Technology
Figure 2: Display Capex and Share by Technology
Source: DSCC