Asia's Chip Anxiety
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Update time : 2022-12-06 09:38:44
The second half of 2022, too sluggish economic situation to the development of the global semiconductor industry has cast a layer of gloom. Gartner predicts that the rapid deterioration of the global economy and consumer demand slowdown, which will have a negative impact on the semiconductor market in 2023, global semiconductor revenue estimates for 2023 from $623 billion revised down to $596 billion, a decrease of 3.6% compared with this year. IC Insights' latest forecast also points out that after record global semiconductor sales in 2022, semiconductor sales are expected to decline by 5% annually in 2023, with pressure from plummeting memory prices and global economic uncertainty for next year.
In a way, the world seems to be caught in the chip "anxiety", but compared with the raging Europe and the United States, Asia's "chip anxiety" seems to be particularly serious.
Semiconductors are the lifeblood of South Korea's economy. South Korea's semiconductor industry from the 1980s into the rapid development stage, in the government's support and enterprise development, South Korea's semiconductor status all the way up, the world's top, IC Insights data show that in 2021, the total global semiconductor market sales in South Korea ranked second with 22%.
Of course, in the short term, the most anxious Korean semiconductor when the storage market is weak. As we all know, South Korea is a well-deserved storage power, DRAM chip market share of 71.1%, NAND chips accounted for 44.9%, with Samsung and SK Hynix two well-known storage head of the enterprise. However, in the downward cycle of the semiconductor, storage chips have become a direct "winter" impact of the IC segment. Gartner also predicts that the storage market will decline by 16.2% next year, with DRAM in January-September 2023 and NAND Flash in January-June 2023 falling into oversupply.
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