2022 The global wafer foundry market has increased by 27.9%, a record high, benefiting from customers' long -term agreements (long -term agreements), higher foundry prices, process reduction, and factories expansion.
    OEM industrysemiconductorThe supply chain plays a key role. The top 10 manufacturers have achieved double -digit growth in the revenue in 2022.However, due to changes in market conditions, the modification of orders has caused a significant decline in capacity utilization.Galen Zeng, a semiconductor research manager of IDC Asia -Pacific, said that the rigid demand for semiconductors still exists in the market. It is expected that after more than a year after the supply chain has increased, with the increase in destocking, the subsequent order plan will change from negative to stability, conservative conservative, conservative, conservative,EssenceCoupled with the boom of artificial intelligence, this will slowly drive the capacity utilization rate by 5%to 10%.Zeng added.
    Looking back at 2022, the casting industry performed well.The top ten semiconductor founders include TSMC, Samsung foundry, Lianhuaelectronic, Gro Fangde, SMIC, Hua Hong Hongli, PSMC, VIS,Tower, Nexchi.The advanced process of leading manufacturers has continued to evolve, and the market share has increased from 53.1%in 2021 to 55.5%in 2022.Due to the increasing increase in the recent 3/4/5nm wafers, TSMC's market share is expected to rise further in 2023.In addition, the Chinese wafer agency has actively developed a mature technology. In 2022, the total market share increased from 7.4%in 2021 to 8.2%, and the revenue growth rate exceeded 30%.Observe according to capacity utilization,integrated circuit(IC) Designers actively prepare until the first half of 2022 (1H22). The signing of long orders further promotes the price of foundry to remain strong, and the capacity utilization rate reaches 90%to 100%.However, starting from the second quarter of 2022 (2Q22), the supply chain operation has become more cautious. IC designers have reduced orders for wafer factories, including large reduction of some consumer IC orders and cancellation of their LTA, resulting in leading to its LTA, resulting in leading to its LTA, resulting in leading to its LTA, which leads to its LTA, which leads to its LTA, resulting in its LTA, which leads to its LTA.The annual operation is light and light.2022.
    In the first half of 2023, the purchase intention of consumer electronics products was low, and market demand did not increase significantly.The inventory adjustment of terminal products will last until the second half of the year.Although AI and high performance calculations (HPC) The related wafers are sufficient, but the products of some IC designers will also experience de -inventory and replenishment in 2H23.Due to the reduction of long -term agreements and the decline in price increases, inventory demand is not so optimistic.Considering the high -base line of the previous year, IDC is expected to decrease slightly by 6.5%in 2023.Compared with the overall semiconductor supply chain, the wafer foundry will decline slightly compared with the overall semiconductor supply chain, and the entire industry is expected to return to the right track of 2024.