A few days ago, IC Insights released January's "Semiconductor Market Overview" data showing that following a rapid rebound of 25% in 2021, the global semiconductor market is expected to slow down in 2022, but total sales may increase by 11%, making the total It reached an all-time high of $680.6 billion.
This report, a preview of the "2022 Maclean's Report" to be released this week, shows that the global semiconductor market may grow at a small double-digit low rate in 2022, and sales growth in almost all categories will slow down. , but still higher than the average since 2018.
When looking at IC and OSD devices separately, global IC revenue is expected to grow 11% in 2022 to an all-time high of $565.1 billion. Sales of the rest of the semiconductor market, including optoelectronics, sensors/actuators, and discrete devices (collectively referred to as OSD devices), are also expected to grow 11 percent to a record $115.5 billion.
Looking back to 2021, due to the gradual improvement of the global economy, shipments of many large-scale general-purpose semiconductor products cannot keep up with the growing demand of system and equipment manufacturers (including automakers), in short, manufacturers are struggling to keep up The pace of market recovery. In January 2022, the market's throughput of semiconductor components has not slowed down.
According to this latest report, unit purchases of ICs have grown by 22% in January this year, while shipments of O-S-D equipment have grown by 20%. Compared to historical data, IC shipments have grown at a compound average growth rate (CAGR) of 7.4% over the past 10 years, while OSD units have grown at a CAGR of 4.7%, so the increase in January 2022 can be said to be quite impressive . In the McLean report predicting that more than 1.3 trillion semiconductor devices will be shipped in 2022—about 432 billion ICs and 889.3 billion O-S-D devices—both areas will see growth rates of at least 10 percent.
In addition, the chip shipment problems of some sectors will also get a new turnaround in 2022, such as notebook peripheral chips. As demand for Chromebooks and consumer laptops began to slow in the second half of 2021, growth at some peripheral chip suppliers once slowed and revenue fell year-over-year for much of the second half.
Nonetheless, most chip suppliers of notebook peripherals are optimistic about their shipment prospects in 2022, believing that the supply imbalance of chips and components will gradually improve, and peripheral chips will be upgraded to support Intel and AMD commercial notebooks and New CPUs for other high-end laptops.
On the other hand, graphics card shipments that have been going on for a long time will also “relieve. Industry insiders say that Taiwan graphics card manufacturers have seen significant growth in their shipments in 2021. At present, the demand for consumer products has declined slightly, while corporate demand has surged. Asus, Dell Notebook brands such as , Hewlett-Packard (HP) and Apple have booked capacity for the next 1-2 years. It is expected that the shipments of these graphics card manufacturers will remain stable or increase by 10% year-on-year by 2022. Graphics card shortage may be resolved by mid-2022 .
The data in this article comes from The McClean Report's first January update of the 25th edition of The McClean Report's Industry Snapshot report, which will be followed by a major quarterly update, providing updated five-year forecasts, assessing gross domestic product and global economic conditions affecting the chip market.
