Article Details
According to Gartner's preliminary statistics, global semiconductor revenue will increase by 1.1% in 2022 to reach US$601.7 billion, higher than the US$595 billion in 2021. The total revenue of the top 25 semiconductor players will increase by 2.8% in 2022, accounting for 77.5% of the market share.
Andrew Norwood, a Gartner vice president analyst, said in a press release: "In early 2022, there will be shortages of many semiconductor equipment, leading to longer lead times and higher prices, and reduced production of electronic equipment in many end markets. Inventory to hedge against shortages." Andrew Norwood continued to explain that by the second half of 2022, high inflationary pressures, rising interest rates, and increased energy costs have had an impact on many global supply chains, resulting in a significant slowdown in the global economy. It has also led to a drop in demand for PCs and smartphones as consumers start to cut back on spending. Then businesses started doing the same, preparing for a global recession. All of these have had an impact on the growth of the semiconductor industry.
The data shows that the revenue of the semiconductor market in 2022 will drop by 10.4% mainly due to the reduction in sales of memory and NAND flash memory, but Samsung Electronics still maintains the number one position in market share. Intel ranked second with a 9.7% market share, and sales fell 19.5% due to a significant downturn in the consumer PC market and intense competition in the x86 processor business.
Qualcomm and Micron switched places in the rankings, with AMD jumping from No. 10 to No. 7. MediaTek fell to No. 9 from No. 7 last year. A new company in the top 10 is Apple.
The worst-performing device category in 2022 is memory, with revenue down 10% and accounting for about 25% of semiconductor sales. The memory market is already showing signs of a sharp plunge in demand by mid-2022 as electronics OEMs start reducing memory inventories they had built up when forecasting stronger demand. The situation has now deteriorated to the point where most memory companies have announced capital expenditure (capex) cuts for 2023, and some companies have cut wafer production in an effort to reduce inventory levels and try to restore market balance.
Although non-memory revenues will grow 5.3% overall in 2022, performance varies widely across device categories. Analog devices ranked first with a 19% increase, followed by discrete devices with a 15% increase. Analog and discrete devices are driven by robust demand from automotive and industrial end markets, supported by long-term growth trends in vehicle electrification, industrial automation, and energy transition.
Reposted from: International Electronic Commerce, automatically translated by Google
