Global Semiconductor Manufacturing Industry Set for Q4 2023 Recovery
全球半導(dǎo)體制造業(yè)有望在2023年第四季度實(shí)現(xiàn)復(fù)蘇

The global semiconductor manufacturing industry is on track for recovery in the fourth quarter of 2023, setting the stage for continued growth in 2024, SEMI announced in its Q3 2023 publication of the Semiconductor Manufacturing Monitor (SMM) Report, prepared in partnership with TechInsights.

SEMI在與TechInsights合作編寫的2023年第三季度半導(dǎo)體制造監(jiān)測(cè)(SMM)報(bào)告中表示，全球半導(dǎo)體制造業(yè)有望在2023年第四季度復(fù)蘇，為2024年的持續(xù)增長(zhǎng)奠定基礎(chǔ)。

Electronic sales are predicted to register a robust 22% quarter-over-quarter increase in Q4 2023, adding to 7% growth posted in Q3 2023. IC sales are expected to rise 4% sequentially after improving 7% in Q3 2023 as end demand improves and inventories normalize.

電子銷售預(yù)計(jì)在2023年第四季度將有強(qiáng)勁的季度環(huán)比增長(zhǎng)，繼2023年第三季度的7%增長(zhǎng)之后，再增加22%。IC銷售預(yù)計(jì)將在2023年第四季度在改善的需求和庫(kù)存正常化的背景下環(huán)比增長(zhǎng)4%，在2023年第三季度已經(jīng)實(shí)現(xiàn)了7%的增長(zhǎng)。

Despite the improvement in electronics and IC sales, semiconductor manufacturing indicators remain soft. Fab utilization rates and capital expenditures continue to decline in the second half of this year. Overall, CapEx on non-memory is expected to outperform memory in 2023, but even spending in the non-memory segments has begun to weaken. Total capital expenditures in Q4 2023 are hovering at the levels seen in Q4 2020.

盡管電子和IC銷售有所改善，但半導(dǎo)體制造指標(biāo)仍然偏軟。上半年工廠利用率和資本支出繼續(xù)下降。總體而言，非內(nèi)存領(lǐng)域的資本支出預(yù)計(jì)將在2023年超過(guò)內(nèi)存，但即使在非內(nèi)存領(lǐng)域，支出也已經(jīng)開始減弱。2023年第四季度的總資本支出正處于2020年第四季度的水平。

While overall semiconductor capital equipment sales are declining in line with capital expenditures, the contraction in wafer fab equipment spending has turned out to be much shallower than expected this year. Furthermore, back-end equipment billings are projected to increase in Q4 2023.

雖然整體半導(dǎo)體資本設(shè)備銷售與資本支出同比下降，但晶圓廠設(shè)備支出的收縮幅度遠(yuǎn)低于今年的預(yù)期。此外，預(yù)計(jì)2023年第四季度后端設(shè)備出貨將增加。

“While semiconductor markets have seen year-over-year declines the last five quarters, year-over-year growth is expected to return in the fourth quarter of 2023 as production cuts have worked their way through the supply chain,” said Boris Metodiev, director of Market Analysis at TechInsights. “On the other hand, front-end equipment sales have been performing much better than the IC market, buoyed by government incentives and the filling of backlogs, strength expected to continue next year.”

TechInsights市場(chǎng)分析總監(jiān)Boris Metodiev表示：“雖然半導(dǎo)體市場(chǎng)在過(guò)去的五個(gè)季度中出現(xiàn)同比下降，但預(yù)計(jì)2023年第四季度將實(shí)現(xiàn)同比增長(zhǎng)，因?yàn)樯a(chǎn)削減已經(jīng)在供應(yīng)鏈中傳導(dǎo)開來(lái)。另一方面，前端設(shè)備銷售表現(xiàn)得比IC市場(chǎng)好得多，得益于政府激勵(lì)和訂單積壓的填充，這種強(qiáng)勁勢(shì)頭預(yù)計(jì)將在明年繼續(xù)。”

“Despite low fab utilization rates and slowing capital expenditures in the second half of 2023, we expect back-end equipment billings to bottom in Q4 2023,” said Clark Tseng, senior director of Market Intelligence at SEMI. “This will mark an important turnaround for the chip manufacturing industry, signaling a recovery from the downturn with building momentum in 2024.”

“盡管上半年工廠利用率低下，下半年資本支出放緩，我們預(yù)計(jì)2023年第四季度后端設(shè)備的出貨將觸底，”SEMI市場(chǎng)情報(bào)高級(jí)總監(jiān)Clark Tseng表示。“這將標(biāo)志著芯片制造行業(yè)的重要轉(zhuǎn)折，預(yù)示著從2024年開始的增長(zhǎng)勢(shì)頭。”

The Semiconductor Manufacturing Monitor (SMM) report provides end-to-end data on the worldwide semiconductor manufacturing industry. The report highlights key trends based on industry indicators including capital equipment, fab capacity, and semiconductor and electronics sales, and includes a capital equipment market forecast. The SMM report also contains two years of quarterly data and a one-quarter outlook for the semiconductor manufacturing supply chain including leading IDM, fabless, foundry, and OSAT companies.

《半導(dǎo)體制造監(jiān)測(cè)報(bào)告》提供了全球半導(dǎo)體制造業(yè)的端到端數(shù)據(jù)。該報(bào)告根據(jù)包括資本設(shè)備、工廠產(chǎn)能、半導(dǎo)體和電子銷售在內(nèi)的行業(yè)指標(biāo)突顯了關(guān)鍵趨勢(shì)，并包括資本設(shè)備市場(chǎng)的預(yù)測(cè)。SMM報(bào)告還包含兩年的季度數(shù)據(jù)和半導(dǎo)體制造供應(yīng)鏈的一個(gè)季度展望，其中包括主要的IDM、無(wú)廠半導(dǎo)體、代工廠和OSAT公司。