Semiconductor growth slows down, world-class or only 8-inch wafer growth

  In 2019, the global economic uncertainty has risen, and the semiconductor industry is facing a slowdown in growth. Only 8-inch wafer demand remains, and the IDM factory commissioned the OEM trend. Industry insiders estimate that the 8-inch wafer index factory is world-advanced. The operating growth in 2019 is still in progress. Due to the small impact of the big environment, the annual revenue can maintain positive growth.

This year's power management chip investment demand is strong, the world's advanced revenue share has increased from 40%-45% in 2016 to 45%-50% in 2017, of which consumption accounted for about 25%, industrial control and vehicle use about 45 %, PC and tablet are about 30% related. The main growth of power management ICs comes from industrial control and vehicle use. The world's advanced expectations target more than 50% of industrial control and vehicle use in the next three to five years.

The global power management IC market is expected to grow at a compound annual growth rate of 6% to 8% in the next five years. The world's advanced and continuous increase in market capitalization. Many projects developed in the past have come to fruition in this year and next year. More than 20% will maintain annual growth of more than 15% in the next few years.

Although the world's advanced is conservative on the uncertainty of the semiconductor environment in 2019, it is expected that the annual growth of capital expenditure in 2019 will reach 70%-80%, mainly for the preparation and response bottleneck of building new capacity.