Research tune: Q1 global wafer foundry output value is expected to increase by nearly 30% annually, the epidemic situation will be reflected in Q2

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Feb 02 55

According to the analysis by the research and development agency TrendForce's Topology Industrial Research Institute, the wafer foundry industry in the first quarter continued the last quarter's order injection and inventory replenishment, and the total output value was estimated to decline by 2% compared with the previous quarter. However, from the perspective of the whole year, benefiting from the lower base period in the same period last year, it is expected to increase by nearly 30% annually. However, the new crown pneumonia has hit the global market, the economic growth momentum has slowed down, and there are variables in demand, which may weaken the future growth force.

In addition, the top three vendors in Q1 global wafer foundry revenue are still TSMC, Samsung and GF, which is consistent with last year's Q4 ranking.

The report pointed out that although Q1 2020 is a traditional off-season, the revenue estimates of most wafer foundries have increased, reflecting the expectations of the 2020 semiconductor industry recovery, increased demand for key developments, and customer inventory replenishment; However, due to the impact of the new crown pneumonia, disrupting the established production schedule of the supply chain manufacturers, which will impact the upstream semiconductor industry. At present, most of the wafer foundries' orders in 2020 are normal, and will not affect the operation performance of 2020 in Q1. The slowdown time is uncertain, and the negative effects caused by the impact of the epidemic will most likely reflect the Q2 2020 revenue performance.