According to SEMI, the total sales of global semiconductor manufacturing equipment in 2021 will exceed $100 billion, reaching $103 billion, a 44.7% increase from the $71 billion in 2020, and it is expected to increase to $114 billion next year.
SEMI President and CEO Ajit Manocha said at Semicon Japan 2021 that this data reflects the extraordinary efforts of the global semiconductor industry to continuously expand production capacity to meet strong demand.
From the perspective of manufacturing, wafer manufacturing equipment, including wafer processing, wafer facilities and mask/mask equipment, is expected to grow by 43.8% in 2021 to reach a new record of $88 billion, and then continue to increase to approximately $99 billion in 2022. The forecast for 2023 will be slightly reduced by -0.5% to $98.4 billion.
Driven by the demand for advanced and mature process nodes, foundry and segments, which accounts for more than half of the total sales of fab equipment, will increase by 50% year-on-year in 2021, reaching $49.3 billion. This growth momentum is expected to continue in 2022, and investment in foundry and logic equipment will increase by 17%.
In terms of semiconductor assembly and packaging equipment, after achieving a strong growth of 33.8% in 2020, it is expected to surge by 81.7% to $7 billion in 2021, and then, driven by advanced packaging, will increase again by 4.4% in 2022. The semiconductor test equipment market is expected to grow by 29.6% to $7.8 billion in 2021 and continue to grow by 4.9% in 2022 to meet the needs of 5G and HPC applications.