Semiconductor Outlook for 2020 and 2021
Despite last year's broad inventory correction, memory oversupply, and uncertainty surrounding increasing tariffs and negotiations between the U.S. and China; the semiconductor industry continues to be a critical area of investment and innovation. Semiconductor content is growing across all major markets. As the industry gauge our crystal ball there are some exciting technologies that begin to ramp in 2020, including 5G, WiFi 6, AI inferencing, advanced process technologies and packaging (like Cover tape, carrier tape, PI tape, Dicing tape supply by Nexteck Singapore Pte Ltd), and optimized computing at the edge. Cloud and network infrastructure are also expected to return to growth led by spending from mobile operators and cloud service providers addressing the growth of the edge and the rollout of 5G applications.
What will be the inflection point of each technology? What 's the market size and what does each technology represent as a percent of the total semiconductor market? Which region recovers faster? U.S. or China? Who are the key technology suppliers that stand to gain from the growth cycle over the coming years? www.nexteck.com.sg wish to share our perspective on these questions and provide guidance on the optimal business strategy on packing materials and necessary to capitalize on the opportunities in store for our industry.