China News Service, April 15. According to Taiwan's "Central News Agency", TSMC expects that the output value of the global semiconductor market without memory is expected to grow by 11% to 13% this year, and the shipments of IoT devices will grow by more than 20%. top performing market.
Talking about the industry trends this year, TSMC said that the popularization of 5G, the rapid growth of artificial intelligence (AI), and the acceleration of digital transformation will continue to develop. Market output rose 11% to 13%.
Due to the increase in the content of semiconductors used in electronic products, fabless design companies continue to expand market share, integrated component manufacturers increase outsourcing manufacturing, and system manufacturers increase the use of their own special application components, TSMC expects that from 2021 to 2026, Foundry growth is expected to be stronger than the 7% to 9% compound annual growth rate of the semiconductor market excluding memory.
TSMC said that the acceleration of 5G commercialization and the shortening of the overall replacement cycle for new 5G smartphones have driven smartphone shipments to grow by 6% this year. It is expected that smartphone shipments will grow by 1% to 3% this year.
Benefiting from the epidemic, which has driven the home economy, servers and data centers have been upgraded, and shipments of high-performance computing products have grown by 10% this year. TSMC expects shipments to grow by 1% to 3% this year.
TSMC pointed out that thanks to the demand driven by digital transformation, the shipments of IoT devices have grown by 30% this year. Home automation devices, smart watches and smart health devices are the main drivers. 20%.
As for automotive electronics, TSMC said that due to the shortage of chips and the epidemic, global car sales this year increased by 3%. It is expected that demand will recover this year, and the supply of chips will improve.
In the consumer electronics segment, TSMC expects the overall consumer electronics market to decline by 1% to 3% this year, but higher-end mini-LEDs, organic light-emitting diodes (OLEDs) and smart TVs will continue to grow.