Gartner Research

Forecast Analysis: Semiconductor Capital Spending and Manufacturing Equipment, Worldwide

Published: 14 May 2019

ID: G00392346

Analyst(s): Bob Johnson , Gaurav Gupta

Summary

In 2018, record profits and positive cash flows for memory producers drove capex up 10.6% to surpass $100 billion for the first time. A major correction will occur in 2019 with capex down 18%, followed by a 3% drop in 2020, as memory pricing, profits and cash flows return to normal levels.

Table Of Contents
  • Forecast Assumptions
  • Market Impacts
  • Notable Changes

Forecast Data Summary

Forecast Model Summary

Influencing Factors and Assumptions

  • Influencing Factor: Logic Market Demand
  • Influencing Factor: Memory Market Dynamics

Gartner Recommended Reading

©2019 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Purchase this Document

To purchase this document, you will need to register or sign in above

Become a client