According to statistics of the World Semiconductor Trade Statistics Group (WSTS), the value of 18Q1 global semiconductor market sales was US$111.1 billion, which was 2.5% lower than that of 17Q4, which was 20.0% higher than that of 17Q1. Sales volume was 237.6 billion, which was 0.2% lower than the previous quarter. The growth rate was 7.6% in the same period of last year; ASP was 0.467 US dollars, which was 2.3% lower than the previous quarter's decline, and 11.5% higher than the same period of last year.
In terms of regional markets, 18Q1 US semiconductor market sales value reached 24.3 billion U.S. dollars, which was 9.6% lower than that of 17Q4, which was 35.7% higher than that of 17Q1. Japan's semiconductor market sales value was 9.6 billion U.S. dollars, which was 1.5% lower than that of 17Q4 and 12.4% higher than 17Q1. %; European semiconductor market sales value reached 10.7 billion US dollars, 5.8% growth compared to 17Q4, 20.6% higher than 17Q1; Asian semiconductor market sales value reached 66.5 billion US dollars, 1.1% lower than 17Q4, 16.2% growth compared to 17Q1. Among them, China The mainland market was 35.9 billion U.S. dollars, 0.5% lower than 17Q4, 18.8% higher than 17Q1.
Looking at the Taiwan IC industry sector, the output value of Taiwan IC design industry in 18Q1 was NT$137.2 billion (US$4.5 billion; the following NT$ exchange rate against the US dollar was 30.4), which was 14.7% lower than that of 17Q4, and 1.9% lower than that of 17Q1. IC manufacturing industry was NT$377.3 billion (US$11.8 billion), which was 8.1% lower than that of 17Q4, 11.4% higher than that of 17Q1, of which foundry was NT$310.4 billion (US$10.2 billion), which was 9.5% lower than that of 17Q4. , Compared with 17Q1, it grew 9.0%. Memory and other manufacturing costs were NT$46.9 billion (US$1.5 billion), which was 2.0% higher than that of 17Q4 and 30.6% higher than 17Q1.
The output value of Taiwan IC packaging industry in 18Q1 was NT$75.5 billion (US$2.5 billion), which was 13.2% lower than that of 17Q4, and was 1.9% lower than that of 17Q1. IC testing industry was NT$33.2 billion (US$1.1 billion), which was 14.2% lower than that of 17Q4. , Declined 1.8% compared to 17Q1.
IEK estimates that the output value of Taiwan's IC industry will reach NT$2.550 trillion (US$83.9 billion) in Taiwan in 2018, which is 3.6% higher than in 2017. The output value of the IC design industry was NT$645.5 billion (US$21.2 billion). , Compared with 2017, it grew by 4.6%; IC manufacturing industry was NT$1,340 billion (US$47 billion), which was a 4.5% increase from 2017, of which NT$1.227 billion (US$40.4 billion) was found. , Compared with 2017, it grew by 1.7%. Memory and other manufacturing costs were NT$203 billion (US$6.7 billion), a 25.2% increase over 2017.
In addition, in 2018, the output value of Taiwan's IC packaging industry is estimated to be NT$331 billion (US$10.9 billion), which is 0.6% lower than in 2017; IC testing industry is NT$143.5 billion (US$4.7 billion), which is 0.3% lower than 2017. .
Explanation:
IC industry output = IC design + IC manufacturing + IC packaging + IC testing. IC product output = IC design + memory and other manufacturing. IC manufacturing output = foundry + memory and other manufacturing. 2017 Hua Chia (a subsidiary of Micron) is not included in the calculations of Taiwan's memory and other manufacturing output values. If 2016 does not calculate Huayake's annual production value, then Taiwan's memory and other manufacturing output in 2017 will show more than two percent. As we grow, the output value of Taiwan's IC industry showed a positive growth of 2.6% in 2017. The above output value calculation is based on the company established in Taiwan by the headquarter.