The world’s largest semiconductor equipment buyer changed owners, and Chinese Mainland and South Korea were surpassed
In the past two years, China’s chip industry has been really hot. Last year, more than 20000 chip enterprises were added, and more than 30000 were added in the first three quarters of this year. At present, there are more than 100000 chip enterprises.
The rapid growth of chip companies has also led to the rapid growth of the semiconductor equipment market. After all, chip companies need to buy equipment to develop.
The world’s largest semiconductor equipment buyer has changed owners, and Chinese Mainland and South Korea have been surpassed
For example, in 2020, the global sales of semiconductor manufacturing equipment reached 71.2 billion US dollars, a year-on-year increase of 19%, of which Chinese Mainland, Taiwan, China and South Korea ranked first, second and third in the world respectively.
From the perspective of import value, China’s import of semiconductor equipment in 2020 was 18.4 billion US dollars, up 23.4% year on year, accounting for 26.7% of the world’s semiconductor equipment revenue, and also ranked first in the world.
It can be said that the market in Chinese Mainland is the market that all semiconductor equipment manufacturers pay most attention to. Because of its large scale and high growth potential, as long as we grasp this market, we will not worry about sales.
The world’s largest semiconductor equipment buyer has changed owners, and Chinese Mainland and South Korea have been surpassed
In the first quarter of this year, the situation changed. South Korea became the world’s first place, Chinese Mainland ranked second, and Taiwan, China ranked third. Because South Korea is also vigorously developing semiconductors and purchasing semiconductor equipment crazily, especially Samsung, which wants to compete with TSMC and buy a lot of equipment.
By the second quarter, the Chinese market had become the first in the world, followed by South Korea and Taiwan, China.
However, with the release of the latest data for the third quarter, we found that the world’s largest buyer of semiconductor equipment changed hands again, this time ranking first in Taiwan, China.
The world’s largest semiconductor equipment buyer has changed owners, and Chinese Mainland and South Korea have been surpassed
As shown in the figure above, Taiwan, China, China, with a scale of US $7.33 billion, surpassed the Chinese Mainland with a scale of US $7.27 billion and became the world’s first, while South Korea, with a scale of US $5.58 billion, only ranked third.
The reason why Taiwan, China, China, purchased so many semiconductor equipment in this quarter is, of course, also because TSMC, Uni Power, Li Power and other manufacturers are also expanding their production crazily, with increased capital expenditure and procurement.
In addition, it can be seen from the changes in these data that at present, Chinese Mainland, Taiwan, China, and South Korean manufacturers are also engaged in fierce competition in the semiconductor field, and everyone is making great efforts to develop semiconductors.