Gartner Research

Forecast Overview: Semiconductor Capital Spending and Wafer Fab Equipment, Worldwide, 2018

Published: 19 June 2018

ID: G00364725

Analyst(s): Gaurav Gupta , Bob Johnson

Summary

Semiconductor capital spending and the wafer fabrication equipment market will carry positive growth momentum from 2017 through 2018, but they will go on a decline starting in 2019, driven by memory oversupply. Technology product management leaders must prepare for challenges ahead.

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 Wafer Fab Manufacturing Equipment Forecast
  • Influencing Factors
    • Macroeconomy
    • Electronic Equipment Forecast
    • Semiconductor Device Demand
  • Technology Roadmap
    • Device 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 Device Type > Wafer Demand by Technology > Fab Technology Requirements
    • Existing Wafer Fab Capacity by Technology, Wafer Demand and Device Demand by Technology, Fab Technology Requirements > Wafer Fab Capacity Utilization
    • Wafer Fab Capacity Utilization, Production Requirements by Device Type > New/Upgrade Fab Capacity Requirements, Equipment Unit Requirements, Equipment Cost by Technology > Capital 7Spending Forecast > Semiconductor Wafer Fab 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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