Electronics Industry Update
-- Semiconductor International, 11/1/1999
|
Worldwide Sales
of Semiconductor Devices  Historical Data: World Semiconductor Trade Statistics (WSTS) Forecast: Semiconductor International |
Production
Trends & Forecasts of Electronic Components Historical Data: Federal Reserve Board Forecast: Semiconductor International |
Production
Trends & Forecasts of Computers Historical Data: Federal Reserve Board Forecast: Semiconductor International |
Production Trends & Forecasts of Consumer
Electronics Historical Data: Federal Reserve Board Forecast: Semiconductor International |
The dollar value of worldwide semiconductor sales fell 9.9% from June to July, after a 17.5% gain the month before. July sales rose 26.5% over July 1998. For January through July, the value of chip sales (about $78.5B) increased 12.3% over the January-July 1998 period. Worldwide unit sales volume fell 6.1% from June to July, but January-July volume was up 8.4% from January-July 1998.
July chip sales to the Americas were 27.8% above July 1998. For January-July, sales to the Americas rose 10.9% from the 1998 pace. Sales to Europe were up 3.8% for the year through July. In Japan, July sales rose 31.1% over July 1998, and year-to-date sales gained 16.0%. For the rest of Asia/Pacific, sales were up ~32.7% in July and 19.3% for January-July.
Industrial production in the electronic components industry group rose 5.4%
from June to July. Gains in the prior three months averaged 2.1%. Total
production (on a cumulative basis) for the past 12 months was 28.2% ahead of the
12 months ended in July 1998. This is slightly ahead of the 26.6% rise in output
for all of 1998. Total industry output through the first seven months of 1999
beat January-July 1998 production by 31.7%.
Taiwan's Capital Spending as a
Percent of Total Spending
Key points:
- Taiwanese company capital spending has risen from 2% of the worldwide total in 1990 to 18% this year.
- Taiwan will account for 24% of all new fab and upgrade activity this year, according to Strategic Marketing Associates' Quarterly Spot Report
- Taiwan accounted for 10% of new wafer fab capacity in 1990, and will account for 54% of all new capacity this year. It could have as many as five 300 mm production fabs operating by 2002 and has accounted for 22% of all new fab capacity since 1995, according to SEMI's International Fabs on Disk.
- Taiwan accounts for 59% of the world's dedicated foundry capacity, according to International Fabs on Disk.
Strategic Marketing Associates is a market research company whose focus in on the fab. For information about capital spending and new fab projects, contact Strategic Marketing Associates at 831-464-2669
