Semiconductor capex will reach $122 billion in 2021, but self-reliance and isolation will lead to supply chain inefficiencies and a possible rise in costs. Sensor-shift technology is applied to the iPhone 13 models.
This database features the Omdia forecast on China’s semiconductor industry as the global manufacturing environment, COVID-19, and geopolitical dynamics continue to change.
Vehicle production is expected to decrease around 3–5% in China in 2021 because of chip shortage. Power discrete devices and modules will grow, with the largest growth opportunity in the hybrid & electric vehicle market expansion.
COVID-19 caused global shutdowns in early 2020; Omdia predicted PCB demand would decline. However, PCB’s actual revenue in 2020 reached nearly $67bn with 9.2% YOY growth—a major deviation from the forecast made at the beginning of the year.
PC demand cannot sustain at the current levels, but large TVs and gaming consoles will return to normal demand. These will cause chip demand to decline slightly. Legacy technology for 12” will help to reduce the demand at 8” fabs.
With the rise in 5G smartphones and the pandemic disrupting the world’s industrial landscape, Chinese electronic equipment manufacturers have increased their purchase volumes and spending on semiconductor products.
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