2023 for:FabsIt has indeed been a difficult year, with sluggish demand and reduced orders, leading to a decline andCapacity utilizationDecline. However, with the arrival of 2024, the chip market seems to have ushered in a recovery, with demand gradually recovering and bringing about an increase in orders. But surprisingly,Fabsbetween** BattleBreaking out again, major manufacturers have lowered ** in order to compete for orders. Faced with this situation, this article will**** Battlereasons as well as the futureFabsof coping strategies.
With the market going up, how to make sureFabsofCapacity utilizationMaximizing becomes a priority. In a highly competitive environment, in order to grab orders, the mainstreamFabshave been adjusted**. These include:TSMCSamsungUMCSMICGF, Huahong and Jinghe Integration and other manufacturers. However, this one** BattleMainly concentrated in the field of mature technology, because in the field of advanced technology,TSMCwithSamsungand a few other top manufacturers, the competition is not fierce. Therefore, the vast majorityFabsAll in the field of mature processes** Battle, including:TSMCwithSamsungIt's no exception. While the demand in the chip market has increased, howeverFabsofOvercapacityResulting in ** greater than demand. The data shows that by the end of 2023, the production capacity of mature chips will increase by about 20% compared to the end of 2021, but the current demand has not yet recovered to the level of 2021, so these increased capacity are actually redundant.
Why is it still needed in the face of increased demand** Battle？This is because on a global scaleFabsThe expansion of production has led to a surplus in the market. According to SEMI statistics, in 2024 and 2025, the worldFabsThe production capacity will increase by more than 10% per year, mainly due to the production capacity of mature chips. If demand cannot continue to grow effectively, the production capacity of mature chips may be increased by 40%-50% in the future. This givesFabsThis poses a huge challenge, and they may face the risk of reducing production or going out of business.
Face** BattlewithOvercapacitychallenges,FabsA way out needs to be found. First of all,FabsTechnological innovation and R&D investment should be strengthened to enhance product competitiveness. Gain a competitive advantage in the market by introducing new processes and technologies to improve chip performance and efficiency. Secondly,FabsWe should actively expand the market and seek new growth points. Consider expanding into emerging fields, such as artificial intelligenceInternet of Things、5gCommunicationsetc. to meet the growing demand. In addition,FabsInternational cooperation should be strengthened to improve the transparency and flexibility of the ** chain to cope with market fluctuations.
Also, for those who can't stay competitiveFabsRestructuring or mergers and acquisitions may be required to reduce the pressure of market competition. Integrating resources, optimizing capacity layout, reducing costs and improving efficiency will help:FabsBetter survive in the fierce market competition.
Fabsof** BattleThe outbreak isSupply and demandThe result of an imbalance. Although the market demand has increased, butFabsofOvercapacitymakes the competition intensified** BattleIt's hard to avoid. In the future,FabsWe should actively respond to market changes through technological innovationMarket expansionand international cooperation to enhance competitiveness and adaptability. At the same time, for those who cannot remain competitiveFabsmay require restructuring or mergers and acquisitions to survive. Only through continuous innovation and adaptation,FabsIn order to be invincible in the highly competitive market.
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