Taiwan Semiconductor Industry Report: 2021 Recap and Forecasts for 2022 – ResearchAndMarkets.com

DUBLIN–(BUSINESS WIRE)–The “Taiwan Semiconductor Industry 2021 Recap and Forecast for 2022” report has been added to ResearchAndMarkets.com’s offering.

This report covers three major subsectors of the semiconductor industry, including IC design, semiconductor manufacturing, and OSAT (Outsourced Semiconductor Assembly and Test); looks closely into key development highlights and issues in those three subsectors from the fourth quarter of 2020 to the fourth quarter of 2021; analyzes strategies of several major players in each sector and their development trends such as TSMC, MediaTek, UMC, and ASE.

Despite the continued shortage of components due to the pandemic and the ongoing U.S.-China trade war, shipment value of the Taiwanese semiconductor industry managed to grow 31.8% year-on-year to US$130.8 billion in 2021, higher than the global average.

List of Topics

• Development of the Taiwan semiconductor industry, comprising of three sectors: IC design, semiconductor manufacturing, and IC packaging and testing, which is also known as OSAT (Outsourced Semiconductor Assembly and Test)
• Quarterly highlights of three sectors for the period 4Q 2020 to 4Q 2021 and industry outlook for 2022, touching on industry trends and strategies of major players

Key Topics Covered:

1. 4Q 2020 Industry Key Highlights

1.1 IC Design

1.1.1 Other Chinese Brands Increase Chip Inventories as Huawei Faces Setback, Driving up IC Design Houses’ Revenues

1.1.2 Small IC Design Houses Affected by Crowding Out Effect amid High ICT Chip Demand

1.2 Semiconductor Manufacturing

1.2.1 Production of Mature Nodes Reaches Full Capacity Due to Transfer of Orders Caused by the U.S.-China Trade War

1.2.2 Share of Revenues from Advanced Nodes Rises Dramatically as Mass Production of 5nm Chips Begins

1.3 OSAT

1.3.1 Orders from Other Chinese Brands Push OSAT Companies to Full Capacity

1.3.2 Worsening Material Shortages Affect OSAT Companies Capacity

2. 1Q 2021 Industry Key Highlights

2.1 IC Design

2.1.1 Competition in the Smartphone IC Market Becomes More Intense as Huawei Ban Continues

2.1.2 Chipmakers Raise Prices as Supply-Demand Imbalance Persists

2.2 Semiconductor Manufacturing

2.2.1 Low IC Capacity Results in Crowding Out Effect

2.2.2 Global Governments Stepping into Boost Capacity for Automotive ICs

2.3 OSAT

2.3.1 Wire Bonding Demand Surges as the Automotive IC Market Recovers

2.3.2 OSAT Companies Continues to Delay Lead-Times Due to Material Shortages

3. 2Q 2021 Industry Key Highlights

3.1 IC Design

3.1.1 Robust Demand for Mobile Computing Chips Continues, Leading to Strong Growth for Taiwan’s IC Design Industry, Led by MediaTek and Realtek

3.1.2 Driver IC Vendors Contribute Significantly to Shipment Value of Taiwan’s IC Industry Thanks to Brisk Market Demand and Price Hikes

3.2 Semiconductor Manufacturing

3.2.1 Wafer Foundries Plan Capacity Expansion Aggressively, Especially for Mature 28nm Node

3.2.2 Soaring Memory Demand Worldwide Drives Sustainable Revenue Growth

3.3 OSAT

3.3.1 End Market Demand Pushes OSAT Companies to Full Capacity

3.3.2 OSAT Companies Suffer Short-term Impact from COVID-19 but Annual Revenue Unlikely to be Affected

4. 3Q 2021 Key Industry Highlights

4.1 IC Design

4.1.1 Rosy Outlook for Notebook PC Market on Seasonal Demand for Commercial Models and Slowdown in Global Outbreak

4.1.2 Network Communication Chips in Shortest Supply with Lead Times up to 1 Year; RF IC Suppliers Experience Declining Profits

4.2 Semiconductor Manufacturing

4.2.1 TSMC’s Price Hikes Caught World’s Attention

4.2.2 Niche-market Applications Drive Memory Vendors’ Revenues

4.3 OSAT (Outsourced Semiconductor Assembly & Test)

4.3.1 COVID-19 Outbreaks in Southeast Asia Hit the OSAT Industry Hard

4.3.2 Peak Season Effect Drives Revenue Growth, Yet Some Vendors’ Revenues Yet to Meet Expectations

5. Industry Outlook 2022

5.1 IC Design

5.1.1 Driver IC Suppliers; Shipments to Rise Slightly as Large-size TV Panel Demand Likely to Recover from Rock Bottom

5.1.2 Forecast for Off-season Demand Revised Downward amid Supply Shortages and Tight Production Capacity but to Slowly Recover in 1Q22

5.2 Semiconductor Manufacturing

5.2.1 Wafer Foundries Aggressively Expand Production Capacity with 28nm Becoming Increasingly Important

5.3 OSAT

5.3.1 Declining End Market Demand and Inventory Adjustment to Affect Revenue Growth

5.3.2 China’s Dual Control of Energy Policy Likely to Affect Semiconductor Supply Chains

Companies Mentioned

• AMD
• Anpec Electronics
• Apple
• Ardentec
• ASE Group
• Broadcom
• Chipbond
• ChipMOS
• ELAN
• Fitipower Integrated Technology
• FocalTech
• Global Mixed-mode Technology
• GMT
• Greatek Electronics
• Himax Technologies
• HiSilicon
• Honor
• Huawei
• Infineon
• Infineon
• Intel
• Kinsus
• KYEC
• Lingsen
• MediaTek
• Na Ya PCB
• Nanya
• Novatek
• Nvidia
• NXP
• Oppo
• OSE
• Powerchip Semiconductor
• Powertech
• PSMC
• PTI
• Qualcomm
• Raydium
• Realtek
• Renesas
• Ricktek
• Samsung
• Sigurd
• Sitronix
• SMIC
• Sony
• STMicroelectronics
• Tong Hsing Electronic Industries
• Toyota
• TSMC
• UMC
• Unimicron
• VIS
• Vivo
• Winbond
• Xiaomi
• Xintec
• ZillTek Technology

For more information about this report visit https://www.researchandmarkets.com/r/vlr15z

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