According to SEMI prediction, the global 200mm fab will increase the monthly production capacity of 600,000 wafers by 2017% from 2017 to 2022, with a growth rate of 11%. It is expected to be realized by 2022. Producing 6 million wafers per month.
It is reported that the global 200mm fab will increase from 194 in 2017 to 203 in 2022. The new fabs in China, Southeast Asia, Taiwan and the Americas account for 44%, 19%, 10% and 8% respectively.
In the case of expansion and construction of the 200mm fab, the corresponding fab equipment demand is strong, which leads to shortage of equipment in the 200mm fab.
What is the reason for the surge in demand for 200mm fabs?
The 200mm fab produces products that do not involve advanced chips from 300mm fabs, but contain a large number of devices fabricated on mature nodes in older 200mm fabs, including consumer devices, communication ICs and sensors.
The demand for analog devices, MEMS and RF chips continues to increase, which requires more capacity in 200mm fabs. In 2016, 200mm wafer manufacturing capacity has entered a shortage; in 2017, 200mm wafer demand increased by 9.2%. At present, the production capacity of 200mm is still very tight, and it is not known when the tension will be eased. Some insiders speculate that this tension may be eased by 2019.