Semiconductor silicon wafer sales growth rate will exceed 20% in 2018

According to DIGITIMES Research, the market for silicon wafers for semiconductors continues to be feverish. As the attitude of major manufacturers has not been active, the industry is expected to continue until 2020 (the following contents refer to silicon wafers for semiconductors, excluding solar energy). Silicon wafer).

In the first quarter of 2018, the average unit price of silicon wafers has rebounded to 0.86 US dollars per square inch, which is the highest since 2013. According to the current supply and demand situation, the average price of silicon wafers is expected to rebound to the US dollar mark at the end of 2019, close to 2009~2011. The annual level will be of great help to the profitability of the relevant industry.

Comparing the revenues of the major manufacturers' silicon wafers in the first quarter of 2018, the two major Japanese companies accounted for more than 26% of the world's top five silicon wafers, leading the global wafer and German manufacturer Siltronic.

In the first quarter of 2018, due to the increase in silicon wafer prices and the double-digit growth in the shipment of 12-inch silicon wafers, the combined annual revenue growth rate of the two major Japanese silicon wafer businesses reached 26.5%, which was better than the 1st in 2017. 19.0% performance in the quarter. With silicon wafer prices continuing to rise, it is estimated that the global silicon wafer sales growth rate in 2018 is expected to exceed 20% for the second consecutive year (20.8 percent growth in 2017).