2023 is for the worldWafersOEMIt has been a challenging year. Sluggish demand and reduced orders led to a decline in **andCapacity utilizationFalling, causedWafersThe plant is under tremendous pressure. However, with the arrival of 2024,ChipsThe industry has seen the dawn of demand growth, but this has not brought good news. On the contrary, in order to compete for orders, manufacturers have lowered ** and set off a fight** Battle。This article will**** BattleUpgrade forTSMCSamsungSMICetcWafersplant impact, and analyze the reasons behind it and future development trends.
withWafersplantCapacity utilizationof the decline and increase in demand, mainstreamWafersIn order to ensure maximum utilization, the plant had to reduce **. Including:TSMCSamsungSMICand so on are forced to participate** Battle, especially for mature processes, where competition is fiercer. However, manufacturers with advanced processes such as:TSMCSamsungThere is no urgent need to participate** Battle, because their relatively exclusive market share makes the competition less intense. However, competitive pressure for mature processes remains, thereforeTSMCSamsungIt also had to be downgraded to matureWafersTarget**.
Although** BattleThe occurrence of:WafersIt's a pressure for factories, but it's a good thing for consumers. With the decline of **, buyChipsThe cost will be reduced accordingly, which will facilitateChipsThe popularity and expansion of the scope of application. ** BattleIt will also intensify market competition, making technological innovation and product upgrading in the industry more rapid, thereby promoting the wholeChipsThe development of the industry.
caused** BattleThe main reasons for the outbreak are:Overcapacity。In 2023, globalChipsEnterprises have expanded production, but market demand has not returned to previous levels. The data shows that at the end of 2023, compared to the end of 2021, it is matureChipsThe company's production capacity is expected to increase by about 20%. However, the current demand cannot support such capacity growth, resulting inOvercapacitysituation. According to SEMI statistics, 2024 and 2025 worldwideWafersProduction capacity will continue to grow, with an annual growth rate of more than 10%, most of which is matureChipscapacity. If demand can't grow consistently, then the future is ripeChipsIt is possible to increase the capacity by 40% to 50%, which will giveWafersThe plant poses a huge challenge.
OvercapacityIt's not just rightWafersThe challenge of the factory is the wholeChipsA deep problem in the industry. In the long run, with the continuous advancement of technology and the intensification of market competition,OvercapacityIt may become a norm. At this time, enterprises need to strengthen the close integration with technological innovation and product research and development, improve the added value of products and market competitiveness, in order to be invincible in the fierce industry competition.
Face** BattleUpgrade andOvercapacityThe double test,WafersFactories must make wise choices and develop wisely. On the one hand,WafersFactories can respond by reducing productionOvercapacityproblems. By loweringCapacity utilizationIt can avoid the waste of resources, reduce production costs, and improve the balance of market supply and demand. On the other hand,WafersFactories also need to strengthen technological innovation and improve their competitiveness. Only by continuously launching differentiated products and solutions can we occupy a leading position in the market competition and avoid being taken by the market for a long time** Battlehaunted.
Wafersfactory faced** BattlewithOvercapacityThe problem is not just within the industry, but also globallyChipsEcosystem fragility. Therefore, in order to achieve the sustainable development of the industry, it is necessary to work together with enterprises, enterprises and research institutions. **Can be increased toChipsThe support of the industry promotes technological innovation and product upgrading through policy guidance and capital investment. Enterprises can strengthen cooperation, share resources and experience, and improve their overall competitiveness through joint R&D and open innovation. Research institutions should strengthen theChipsTechnology research and development and personnel training to cultivate more innovative spiritTechnologyTalents, to promote the sustainable development of the industry.
** BattleUpgrades andOvercapacityForTSMCSamsungSMICetcWafersThe plant had a significant impact. WafersThe factories are reducing and improvingCapacity utilizationUnder pressure, it is necessary to find a suitable development strategy. Reduced production and strengthened technological innovation becameWafersfactory response** BattlewithOvercapacityThe two main options. In the future, the joint efforts of ** enterprises and research institutions are promotedChipsThe key to the sustainable development of the industry. It is only through cooperation and innovation that we can make:Wafersplant to get rid of** Battleto achieve long-term stable development.