The Power of [Taiwan]

Transcription

1 The Power of [Taiwan] 2013 SEMI Taiwan. All Copyright Reserved. Taiwan / LED / PV Market September, 2013

2 Taiwan Ranked No. 2 in Global IC Design Industry The output value of the global IC design is expected to have a annual growth of 6.1%, came to $ billion in 2013 while Taiwan IC design output value is expected to grow 17% to US$ billion in 2013, remain the 2nd place in global IC design market. (Source: ITRI/IEK, August 2013) Global and Taiwan IC Design Output Value & Market Share 3 (US$Billion) (e) 25% 20% 15% 5% 0% -5% IC Industry WW IC Design TW IC Design TW IC Growth Rate TW IC Design Market Share (Source: MIC, 2013)

3 Taiwan is No. 1 in IC Packaging & Testing Service Taiwan s IC packaging and testing revenue is expected to reach 9.77 billion and 4.35 billion respectively in Taiwan is No.1 in Foundry Service Taiwan s Foundry service revenue achieved US$21.36 billion in 2012 and is expected to reach US$25.5 billion in Taiwan Packaging & Testing Service Revenue Taiwan Foundry Service Revenue (US$Billion) 5 (US$Billion) IC Packaging IC Testing (f) (Source: ITRI/IEK, August 2013) 0 (Year) (f) (Source: ITRI/IEK, August 2013)

4 Taiwan Owns the Largest Number of 300mm Fabs in the World Taiwan is expected to have twenty-six 300mm volume production fabs by the end of Overall 300mm capacity will reach 950 thousand wafers per month in mm Installed Capacity Taiwan Continues to Show Strong Investment Activities Taiwan is expected to invest over US$10 billion in 2013 and 2014 respectively, which make Taiwan the single largest semiconductor equipment market in the world. SEMI Equipment Forecast by Region 6 (Thousands) N. America Japan Taiwan Europe S. Korea China ROW $50 $45 $ $35 $ $25 $20 $ $10 $5 400 $0 2009(A) 2010(A) 2011(A) 2012(A) 2013(F) 2014(F) 200 ROW China S. Korea S. Korea Taiwan Japan Europe Amerricas SE China Asia Taiwan Eur & M. East Japan N. America (US$Billion) (Source: SEMI World Fab Datebase, August 2013) (Source: SEMI, July 2013)

5 8 Taiwan: A 10 Billion Dollar Materials Market China 11% ROW 17% Taiwan 22% Materials Markets by Region 2012 = $47.1 Billion Europe 6% Japan 18% North America Korea 16% Embedded Substrate With computing and smart devices fueling growth in the market, faster, smaller and more functions are being incorporated in microelectronics at an accelerated rate. Embedded Substrate will be the next important technology for packaging development. Taiwan s substrate suppliers such as ASE, Nanya, Unimicron and Tripod tech are all a part of this exciting field. Green Manufacturing In the 21st century, green products and green production technologies will eventually become a company competitive advantage, with the trend increasing demand for green manufacturing. TSMC, UMC, MXIC, AUO, CMO and other device makers are trying to realize the concept of design for green manufacturing. 9 Region F % $B $B Change Europe % China North America % South Korea % ROW % Japan % Taiwan % Total Regions % (Source: SEMI, May 2013) Secondary Equipment Market The secondary equipment market in Taiwan is taking off! Due to the needs of finding out better cost-effective solutions, some fabs and DRAM makers in Taiwan have started to increase the portion of refurbished equipment installed.

6 Taiwan is One of the Most Important MEMS Manufacturing Base Taiwan LED Industry Products Value 80, TOP 20 MEMS Foundry Ranking 60, , , (e) 2014(f) 2015(f) 2016(f) 2017(f) Market Scale 82,625 86,313 90, , , , , (Source: ITRI/IEK, January 2013) MEMS In the MEMS foundry ranking of 2012, Taiwan Manufacturing Co. Ltd is the fastest climbing company of Taiwan. Asia Pacific Microsystems, Touch Microsystems and UMC are also listed as major MEMS makers. ST SONY TSMC TELEDYNE DALSA SILEX MICROSYSTEMS ASIA PACIFIC MICROSYSTEMS Xfab IMT TRONICSMICROSYSTEMS UTC SSS MICRALYNE TI SEMEFAB TOWER JAZZ ADVANCED MICRO SENSORS TOUCH MICROSYSTEMS UMC Global Foundries Honeywell MICREL (Source: Yole Développement, 2013) (NT$ Million) 140, , ,000 LED

7 Taiwan LED Makers Own the Largest LED Epitaxy Capacity While worldwide LED epitaxy capacity is expected to reach 2.4 M in 2013 (4 equivalent per month), Taiwan LED makers account for the largest share of capacity (around 28%) with their facilities in Taiwan and China. LED Epitaxy Capacity Share by Region Taiwan Rank No.2 in LED Chip & PKG Market Chip & PKG Revenue Ranking in 2012 USA 15% China 15% Europe 11% 12 LED Americas 11.5% China 25.8% Taiwan 21% 13 LED Taiwan 22.2% Europe & Mideast 2.8% Japan 25% SE Asia 0.1% Korea 19% Korea 16.1% Japan 21.6% (Source: LEDinside, 2013) (Source: SEMI Opto/LED Fab Forecast, July 2013)

8 Taiwan Ranked No.3 in LED Component Market Plastic Electronics 14 LED LED Component Industry Market Share by Region 100% 90% 80% 70% 60% 50% 40% 30% 20% 0% Europe N.America Korea Japan China Taiwan % 23% 27% 11% 21% % 25% 27% 20% 2013(e) 8% 25% 28% 19% OLAE (organic and inorganic large area electronics) promises a large market potential of over $50 billion by The technology is an answer to many challenges in our society with regard to renewable energy, environment protection, information, entertainment, communication, e-mobility, health and more. Precision Machinery The sales revenue of local manufactured semiconductor equipment and parts reached US1.2 billion in Most of the spare parts for 300mm wafer process can be provided by local suppliers. Taiwan government is aiming to raise the semiconductor spare parts localization rate to 50% by (through OEM or strategic alliance with global leading equipment makers.) 15 Plastic Electronics & Precision Machinery (Source: ITRI/IEK, January 2013)

9 Taiwan is No.2 in Global PV Cell Production China and Taiwan-based production accounts for more than 85% of global c-si cell production and will continue to do so from Q2 13 to Q1 14. Taiwan/China is No. 1 in Global c-si Wafer Production Over 80% of c-si wafer production is forecast to occur in Taiwan/China during Q2 13 to Q1 14 Cumulative Production by Region C-Si Wafer Production for 2013 MW by Region 16 Solar PV USA 1% ROE 0% Germany 1% SE Asia 4% Korea 3% Japan 6% ROW 0% China 64% Europe 2% ROW 8% USA 1% Japan 7% 17 Solar PV Taiwan 21% (Source: Solarbuzz, 2013) Taiwan/China 82% (Source: Solarbuzz, 2013)

10 SEMI Industry Research & Statistics Contact SEMI Taiwan The SEMI Industry Research and Statistics group provides timely market and trend information for market research, competitive analysis, and sales forecasting. We focus on the global semiconductor capital equipment, selected materials markets and fab forecasting data. We collect actual data from suppliers around the world following strict professional standards of confidentiality. The data is featured in our market data products/subscriptions, and is highlighted by market analysts, and is the benchmark data referenced by financial communities around the world. Visit for Booth Sign-up, Advertising & Sponsorship Opportunities SEMICON Taiwan Ms. Ana Li Tel: ext PV Taiwan Ms. Gina Wu Tel: ext SEMICON Taiwan Exhibitor Service Ms. Linda Wang Tel: ext SEMI Membership & Industry Research Report Ms. Ula Huang Tel: ext Standards Publication Ms. Cher Wu Tel: ext Media Relations Ms. Annie Liu more industry reports from SEMI. LED Taiwan Tel: ext Ms. Jo-ann Su 19 Research Category Tel: ext Equipment 1. Equipment Market Data Subscription (EMDS) 2. SEMI Book-to-Bill Report 3. Historical Book-to-Bill Report 4. Historical Worldwide Equipment Market Statistics Report 5. Secondary Equipment Market Report Materials 1. Material Market Data Subscription (MMDS) 2. Photomask Characterization Summary 3. Silicon Reclaim Wafer Market Characterization Fab Databases 1. World Fab Forecast 2. Fab Futures 3. World Fab Watch Contact SEMI for More Information: Mr. Clark, , Ms. Ana Li, ext.101, Packaging 1. Global Packaging Materials Outlook 2012/2013 Photovoltaics / Solar Energy 1. Worldwide PV Equipment Market Statistics Report 2. Fab Database 3. Chemicals & Materials for Solar Cells and Modules Enabling Products (systems, components, parts, etc...) 1. Opto/LED Fab Forecast 2. Opto/LED Fab Watch 3. Mass Flow Controller Market Statistics (Report) SEMI Taiwan Office Address: 11F-2, Taiyuan 1st St., Zhubei City, Hsinchu County 30265, Taiwan R.O.C. Tel: Fax: [email protected]