Gartner Research

Forecast Overview: Semiconductor Capital Spending and Wafer Fab Equipment, Worldwide, 2017

Published: 19 June 2017

ID: G00325800

Analyst(s): Bob Johnson , Takashi Ogawa, Barbara Van

Summary

Semiconductor capital spending and the wafer fabrication equipment market are entering a period of major cyclical variations superimposed on a long-term slow-growth trend. Technology strategic planners need to understand this industry's market dynamics and how they affect their technology choices.

Table Of Contents
  • Overview
  • Companion Documents

Market Description

  • Concentration of Capital Spenders
  • Semiconductor Wafer Fab Equipment Market
  • Industry Capacity Growth
  • Cost of Advanced Technology Drives Fab Costs Higher
  • Moore's Law

Foundational Assumptions

  • Macroeconomic
  • Semiconductor Device/Inventory Forecast — Update
  • New and Upgrade Fab Capacity Requirements
  • Technology Roadmap
  • Wafer Fab Equipment Capabilities/Costs

Market Model or Methodology

  • Forecast Components
    • Capital Spending Forecast
    • Semiconductor Manufacturing Equipment Forecast
  • Influencing Factors
    • Macroeconomy
    • Electronic Equipment Forecast
    • Semiconductor Device Demand
  • Technology Roadmap
    • Unit Demand by Technology
    • Production Requirements by Device Type
    • Wafer Demand by Technology
    • Existing Wafer Fab Capacity by Technology
    • Wafer Fab Capacity Utilization
    • Fab Technology Requirements
    • New and Upgrade Fab Capacity Requirements
    • Equipment Unit Requirements
    • Equipment Cost by Technology
    • Market Diffusion by Technology
    • Capital Spending Plans by Vendor
    • Historical Business Cycle and Spending Patterns
    • Market Sentiment Factors
    • Nonequipment Spending Factors
  • Connections
    • Semiconductor Device Demand > Device Demand by Technology > Production Requirements by Technology > Wafer Demand by Technology > Fab Technology Requirements
    • Existing Wafer Fab Capacity by Technology, Wafer and Unit Demand, Fab Technology Requirements > Capacity Utilization
    • Capacity Utilization, Production Requirements > New/Upgrade Fab Capacity Requirements, Equipment Unit Requirements, Equipment Costs by Technology > Capital Spending Forecast > Semiconductor Manufacturing Equipment Forecast
    • Device Demand by Technology > Capital Spending Plans by Vendor, Historical Business Cycle and Spending Patterns, Market Sentiment Factors, Nonequipment Spending Factors > Capital Spending Forecast

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