2015 global semiconductor market in the second half apprehended oversupply phenomenon

Global semiconductor market due to a personal computer (PC), stagnant demand for smart phones, the next two years is likely to occur grow passivation, while at the same time, Samsung Electronics (Samsung Electronics), SK Hynix (SK Hynix) and other industry are racing to improve DRAM supply, the industry worried about the semiconductor market will begin to appear the phenomenon of excess supply in the second half.
According to Digital Times reported that market research firm Gartner forecast 2015 ~ 2016 global semiconductor revenue growth will be lower in 2015 estimated growth rate of 2.2%, while 2016 was only 1.3%. Even it is considered blue ocean, the rapid rise of the Internet of Things (IoT) semiconductor is difficult immediately to energize the market.
    According to Gartner data, networking and semiconductor market size of about $ 43.5 billion in 2020, only up to 10 percent of the total semiconductor market, showing things in the field of kinetic energy is not enough to become the driving engine of the development of the semiconductor market.
    However, the industry leapfrog DRAM production, but also to market oversupply was evident. Recently the industry news, Samsung Electronics is located in Hwaseong 17 production line has been officially, utilization, production of 20 nm DRAM. At present, the production line monthly average yield of 30,000 to 40,000 wafers, about 10% of Samsung’s DRAM production, also plans to continue expansion until 2016.
    Samsung plans to produce original mobile application processor (AP) and other systems in the plant area of semiconductor, we understand that the policy has been amended. Because the mainland and Taiwan IC design industry to expand market power in AP, Samsung saw profitability may be trouble, instead will focus on the more competitive DRAM business. Further build the world’s largest memory production plant in Pyeongtaek, scheduled in 2017, utilization official.
    SK Hynix in principle, will start the third quarter of 2015, the Icheon production line M14 DRAM. SK Hynix M14 plant construction from 2014, is intended to replace the current M10 DRAM production line. Industry estimates that by the end of 2015, the average monthly output up to 15,000 wafers.
    In addition, China is also ready to make long-term industry outlook is more pessimistic. China semiconductor industry are likely to enter the memory semiconductor industry in five years. Not long ago, the mainland state-owned enterprises Tsinghua Unisplendour Group was proposed acquisition, the largest US memory industry Micron (Micron), branched out into the memory industry ambition glance.
    Gartner said that the mainland government decided to invest $ 20 billion to help local industry to expand semiconductor market share, total government and local private investment will reach $ 100 billion worth investors, representing Samsung Electronics to build the plant in Pyeongtaek five times the amount of large scale enough to shake the semiconductor industry, oversupply phenomenon is probably only a matter of time.

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