Recap and Outlook for the Taiwanese Semiconductor Industry, 3Q 2021
1.Key Issues
1.1 IC Design
1.1.1 Robust Demand for Mobile Computing Chips Continues, Leading to Strong Growth for Taiwan’s IC Design Industry, Led by MediaTek and Realtek
1.1.2 Driver IC Vendors Contribute Significantly to Shipment Value of Taiwan’s IC Industry Thanks to Brisk Market Demand and Price Hikes
1.2 IC Fabrication
1.2.1 Wafer Foundries Plan Capacity Expansion Aggressively, Especially for Mature 28nm Node
1.2.2 Soaring Memory Demand Worldwide Drives Sustainable Revenue Growth
1.3 OSAT
1.3.1 End Market Demand Pushes OSAT Companies to Full Capacity
1.3.2 OSAT Companies Suffer Short-term Impact from COVID-19 but Annual Revenue Unlikely to be Affected
2.Industry Outlook
2.1 IC Design
2.1.1 Production Lines Fully Booked till Late 2021 due to Increased 5G Phone Penetration, Network Communications Device Specs, and Replacement Demand
2.1.2 DDI Price Quotes to Rise Again in 3Q before Going Down
2.2. IC Fabrication
2.2.1 Wafer Foundries’ Price Hikes to Affect Chip Supply Ecosystem
2.3 OSAT
2.3.1 OSAT Companies to Enjoy Ongoing Revenue Growth in 2H due to the Peak Season
2.3.2 COVID-19 Outbreak in Southeast Asia Enables Taiwanese Suppliers to Strengthen Ties with IDMs
Appendix
List of Companies
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