Technologies

News information

The global semiconductor industry will recover, and AI is the key growth kinetic energy

Release on : Apr 22, 2019

Wafer foundry leader TSMC continues to lead the way in high-end advanced processes, and recently announced the introduction of six-nanometer process technology to significantly strengthen the current industry-leading seven-nano technology. TSMC's five-nanometer process has also entered the trial production phase and is scheduled to be mass-produced next year. Zicheng's "Global Semiconductor Market Key Opportunity Report" expects that the global semiconductor industry will recover next year.

Zicheng Certified Public Accountants announced the “Global Semiconductor Market Key Opportunity Report” yesterday. It is expected that the global semiconductor industry will recover next year and sales will grow to US$575 billion by the end of 2022. Among them, artificial intelligence (AI) related chip sales are expected to grow from the current 6 billion US dollars, 2022 to 30 billion US dollars, the annual compound growth rate of nearly 50 percent.

Lu Zhihao, director of Zicheng Innovation Integration Co., Ltd. pointed out that AI will be the key growth kinetic energy of the semiconductor industry in the next decade. The need for real-time computing, wiring and sensing will drive the demand for various semiconductor components tailored for AI.

TSMC's new six-nanometer process technology is expected to enter trial production in the first quarter of next year, supporting high-end to mid-range mobile products, Netcom, AI and 5G infrastructure. Compared with the seven-nanometer process technology, the logic density of the six-nanometer process technology is increased by 18%, which will provide customers with higher efficiency and cost-effectiveness.

Zicheng survey found that semiconductors continue to grow red, global semiconductor sales will grow at a compound annual growth rate of 4.6 percent, but slowly and healthily; especially in the automotive industry, semiconductor sales in automotive applications The annual compound growth rate is estimated to be 11.9%. The strongest share is memory products, and the Asia-Pacific market will contribute to the bulk of the semiconductor industry's overall sales.

Lu Zhihao said that the semiconductor industry is an early pioneer in the digitalization process, but the pace is being caught up by other industries, especially the automotive industry.