SEMI: 1Q18 Global Semiconductor Equipment Shipment Reaches a Record High, 30% Year-on-Year

Driven by the development of various new technologies such as the Internet of Things, artificial intelligence, data centers, virtual reality/expanded reality, not only has the demand for various types of semiconductor products greatly increased, it has also led to the growth of the global semiconductor equipment industry. According to the latest data from the International Semiconductor Equipment and Materials Industry Association (SEMI), global semiconductor equipment shipments increased by 30% in the first quarter of 2018 to US$16.99 billion. Global shipments have not only increased for eight consecutive quarters, but also for five consecutive quarters. A record high in history. In addition, global shipments in March 2018 also jumped to US$7.8 billion, setting a new high in a single month. In terms of local market performance, shipments in Taiwan and North America saw quarter-to-quarter reductions and year-on-year reductions. In addition, shipments from other regions have both quarter-on-year growth and year-on-year growth. Among them, the Korean region shipped US$6.26 billion (a quarter-on-quarter increase of 35%, a year-on-year increase of 78%), and continues to be the largest market in the world. US$2.64 billion (a quarterly increase of 49%, a year-on-year increase of 31%), for the first time exceeded US$2.27 billion in Taiwan (decreased by 22% in quarter, decreased by 35% in a year), and jumped to the second largest market in the world. Japan, Europe, North America, And the shipments in other regions were 21.3 in sequence U.S. dollar (quarter increase of 9%, annual increase of 70%), 1.28 billion U.S. dollars (quarter increase of 23%, annual growth of 39%), 1.14 billion U.S. dollars (quarter decrease of 28%, annual decrease of 10%), and U.S. %, 103% year-on-year). As the shipments of semiconductor equipment in South Korea and the mainland have increased for 7 consecutive quarters and 6 quarters in a row, the shipments in Taiwan have been declining for 3 consecutive quarters, and the shipments in Korea and the mainland have been sold in the global market. The share of the company, which has increased from 27.0% and 15.4% in the first quarter of 2017, to 36.8% and 15.5% in the same period in 2018; the proportion in Taiwan fell from 26.6% to 13.4%.

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