Global semiconductor equipment sales are booming. Demand for high school and South Korea is booming.
According to "Japan economic news" reported on April 12th, the global market size of semiconductor manufacturing equipment has exceeded 6 trillion yen. The industry group international semiconductor manufacturing equipment and Materials Association (SEMI) announced in April 9th that global sales in 2017 increased 37% compared to the same period last year, reaching 56 billion 600 million US dollars. This figure breaks the history record for 17 years. In 2018, we expect that strong demand for memory and China's active equipment investment will remain, and Japanese equipment companies will continue to invest in growth.
The demand for semiconductors is a three dimensional NAND flash memory product that can save large volume of data, and the demand for smart phones and data centers is becoming more and more demanding.
According to the region, South Korea's Samsung Electronics and other large manufacturers actively engaged in equipment investment in the South Korean market 2.3 times higher than the previous year, to 17 billion 950 million US dollars, the world's largest.
In addition, China's demand has also pushed up sales. The Chinese government invested a lot of money in training the domestic semiconductor industry. In 2017, the sales volume of semiconductor equipment reached 8 billion 230 million US dollars. It is predicted that by 2019, the scale of the pre process equipment market will also surpass that of Korea, and will be the first in the world.
Under the background of good market, Japan's major manufacturing equipment enterprises actively invest and increase production capacity. Tokyo electronic palace city is engaged in etching equipment business, and plans to increase its capacity to about 2 times by October 2018. The SCREEN investment of large semiconductor manufacturing equipment manufacturer 2018 will increase by 40% over the 2017 year. The company will invest approximately 9 billion yen to build a new factory to the Yan yen enterprise in Shiga Prefecture.
There is a lot of optimism about semiconductor quotations. There are also fears that the price of a three-dimensional NAND flash will fall as the yield increases, but there is an analysis that "the market will expand as the price falls" (Tokyo Electronics), and the current price will not be the main factor that leads to a reduction in equipment demand.
