Due to 5g's support and demand for memory, global semiconductor sales are expected to be better than expected this year, and will accelerate growth next year (2021), with sales expected to set a record high.
Novel coronavirus pneumonia is spreading in the mobile phone industry. The Japanese electronics and Information Technology Industry Association (JEITA) issued a press release on 1 March, according to the latest forecast report released by the World Semiconductor Trade Statistics Association (WSTS). Although it is affected by the spread of the new crown pneumonia epidemic, the demand for smart phones is increasing, and the epidemic has been pushed up by home office and online teaching, so as to promote the popularity of 5G. The demand of PC and data center increases, and the demand of memory is improved.
Against the trend, global semiconductor sales will increase by 5.1% in 2020
Global semiconductor sales this year are expected to increase by 5.1% to $433.145 billion, better than the previous (June 2020) estimate of $425.966 billion.
According to WSTS, among the four global semiconductor markets in 2020, sales in the US market are expected to increase by 18.7% to US $93.343 billion, Europe by 8.4% to US $36.452 billion, the Asia Pacific region by 3.8% to US $267.590 billion, and the Japanese market by 0.6% to US $35.759 billion.
In terms of product categories, the global sales of IC are expected to increase by 6.4% to $354.556 billion, discrete components will decrease by 1.2% to 23.593 billion, optoelectronics such as LED will decrease by 2.6% to $40.481 billion, and sensors will increase by 7.4% to $14.515 billion in 2020.
In terms of IC details, memory sales are expected to increase by 12.2% to $119.440 billion in 2020, logic including CPU and other products will increase by 6.5% to $113.419 billion, micro by 2.0% to $67.744 billion, and analog by 0.03% to $53.954 billion in 2020.
The market is expected to reach a new high in 2021
Looking ahead to novel coronavirus pneumonia, WSTS pointed out that, with the improvement of the spread of new crown pneumonia, we expect the global economy to recover. The semiconductor market is expected to grow faster. Especially in this year, the demand for the automotive industry will recover rapidly. In addition, the popularization of 5G will hopefully push up the demand for products in a wide range.
Therefore, it is estimated that the global semiconductor market will increase by 8.4% annually to $469.403 billion next year, which will be better than the previous estimate, and will exceed the $468.7 billion in 2018, a record high.