During the two-year period of 2024 and 2025, the semiconductor market will be mainly influenced by four factors F
vilsion, Nov, 25, 2024
— During the two-year period of 2024 and 2025, the semiconductor market will be mainly influenced by four factors.
Firstly, inflation. After Trump returns to the White House, inflation may reappear. He said during his campaign for the US presidency that he would impose a 60% tariff on imported goods from China. Once this idea becomes a reality, it may affect Asian and even European countries.
The semiconductor market in 2025 will be more optimistic than in 2024. As of now, the global semiconductor inventory is quite healthy. After the market downturn in 2023, everyone's inventory level has dropped to a relatively low level. Therefore, it is now necessary to raise the inventor...
With the development of science and technology and the change of market demand, DDR4 memory is gradually being a
vilsion, Nov, 13, 2024
— With the development of science and technology and the change of market demand, DDR4 memory is gradually being abandoned by storage giants. Storage giants Samsung and SK Hynix both stressed that they will shift their focus to high-end products with high profits, and may reduce the production of DRAM and NAND flash memory, especially traditional products.
Among them, SK Hynix plans to gradually reduce the proportion of DDR4 production. In the third quarter of this year (2024), the proportion of DDR4 production has been reduced from 40% in the second quarter to 30%, and it is planned to further reduce it to 20% in the fourth quarter.
Samsung is also expected to reduce the pr...
The wafer foundry market will recover in 2025, with an estimated annual growth rate of 20%, higher than 16% in
vilsion, Sep, 25, 2024
— The wafer foundry market will recover in 2025, with an estimated annual growth rate of 20%, higher than 16% in 2024.
Although the weak demand in the end market of consumer products leads to the conservative stocking strategy of component manufacturers, and the average capacity utilization rate of wafer foundries will fall below 80% in 2024, this positive prospect still appears.
Only advanced technologies such as 5/4/3nm nodes for HPC products and flagship smartphones can keep running at full capacity, and this situation is expected to continue until 2025. However, the visibility of the consumer terminal market is still very low in 2025.
The automobile and industrial control supply chain began to recover from inventory adjustment in the second half of 2024, and it is expected that replenishment will gradually resume in 2025. Coupled with the increase in unit wafer consumption driven by edge AI and the continuous expansion of cloud AI infrastructure, it is estimated that these factors will drive the annual growth rate of wafer foundry market output value in 2025 to 20%.
