Development of the Taiwanese Semiconductor Industry in 1Q 2021
Shipment value of the Taiwanese semiconductor industry reached US$27.688 billion in the fourth quarter of 2020, up 3.7% sequentially and 26.2% year on year. This report looks into key developments and issues in three major subsectors of the Taiwanese semiconductor industry, including IC design, semiconductor manufacturing, and packaging and testing, also known as OSAT (Outsourced Semiconductor Assembly and Test), in the fourth quarter of 2020 and the first quarter of 2021; examines thestrategies of major players in each subsector and their development trends.
1. KEY ISSUES IN 4Q 2020
1.1 IC Design
1.1.1 Other Chinese Brands Increase Chip Inventories as Huawei Faces Setback, Driving up IC Design Houses' Revenues
1.1.2 Small IC Design Houses Affected by Crowding Out Effect amid High ICT Chip Demand
1.2 Semiconductor Manufacturing
1.2.1 Production of Mature Nodes Reaches Full Capacity Due to Transfer of Orders Caused by the U.S.-China Trade War
1.2.2 Share of Revenues from Advanced Nodes Rises Dramatically as Mass Production of 5nm Chips Begins
1.3 OSAT
1.3.1 Orders from Other Chinese Brands Push OSAT Companies to Full Capacity
1.3.2 Worsening Material Shortages Affect OSAT Companies' Capacity
2. INDUSTRY DEVELOPMENT IN 1Q 2021
2.1 IC Design
2.1.1 Taiwanese Smartphone Suppliers Overwhelmed by Surging Smartphone Orders
2.1.2 The IC Shortage Likely to Continue into 2H21 Due to Crowding out Effect Caused by Urgent Auto Chip Orders
2.2 Semiconductor Manufacturing
2.2.1 The Automotive IC Shortage Increases Extra Pressure on Semiconductor Manufacturing Capacity
2.2.2 Semiconductor Chips Become Strategic Resources; IC Production Capacity Becomes New Variable in the U.S.-China Trade War
2.3 OSAT
2.3.1 The ABF Substrate Shortage Still a Big Issue for OSAT Companies
2.3.2 OSAT Companies' Profits Expected to Grow Steadily as Shortages Continue
APPENDIX
List of Companies
1.1 IC Design
1.1.1 Other Chinese Brands Increase Chip Inventories as Huawei Faces Setback, Driving up IC Design Houses' Revenues
1.1.2 Small IC Design Houses Affected by Crowding Out Effect amid High ICT Chip Demand
1.2 Semiconductor Manufacturing
1.2.1 Production of Mature Nodes Reaches Full Capacity Due to Transfer of Orders Caused by the U.S.-China Trade War
1.2.2 Share of Revenues from Advanced Nodes Rises Dramatically as Mass Production of 5nm Chips Begins
1.3 OSAT
1.3.1 Orders from Other Chinese Brands Push OSAT Companies to Full Capacity
1.3.2 Worsening Material Shortages Affect OSAT Companies' Capacity
2. INDUSTRY DEVELOPMENT IN 1Q 2021
2.1 IC Design
2.1.1 Taiwanese Smartphone Suppliers Overwhelmed by Surging Smartphone Orders
2.1.2 The IC Shortage Likely to Continue into 2H21 Due to Crowding out Effect Caused by Urgent Auto Chip Orders
2.2 Semiconductor Manufacturing
2.2.1 The Automotive IC Shortage Increases Extra Pressure on Semiconductor Manufacturing Capacity
2.2.2 Semiconductor Chips Become Strategic Resources; IC Production Capacity Becomes New Variable in the U.S.-China Trade War
2.3 OSAT
2.3.1 The ABF Substrate Shortage Still a Big Issue for OSAT Companies
2.3.2 OSAT Companies' Profits Expected to Grow Steadily as Shortages Continue
APPENDIX
List of Companies
