Gartner, an international electronic business agency, has updated its total global semiconductor revenue forecast for 2022.The agency expects total global semiconductor revenue to reach $676 bn in 2022, up 13.6 per cent from 2021.The latest forecast was revised from its previous quarter forecast, up $37 billion.
According to Evertiq, Gartner, vice President of research Alan Priestley, said, " in 2022, the semiconductor average selling price (ASP) will continue to become the main driver of global semiconductor market growth, but is expected to 2022, the overall supply of semiconductor components will gradually ease, with the improvement of inventory, prices will be stable.”
Chip shortages will continue to be one of the concerns in the electronics supply chain in 2022 and will have different impacts on major electronics device markets depending on different semiconductor device types.
As production enters a slow season and has increased semiconductor supply in the market, most semiconductor shortages in personal computers and smartphones have eased.However, by the end of 2022, some semiconductor devices will continue to be in a shortage in the automotive supply chain.Until 2023, automotive applications will continue to face component supply restrictions, especially in terms of microcontrollers (MCU), power management chips (PMIC) and voltage regulators.
Priestley said: " While unit vehicle production will grow 12.5% in 2022, A S P is expected to remain high after double-digit (19%) growth in 2022."" During the forecast period, automotive high-performance computing, EV / HEV and advanced driver assistance systems will lead the growth of the automotive electronics industry.”
The memory market will remain the largest segment during the forecast period, being expected to account for 31.4% of the entire semiconductor market in 2022.DRAM and NAND are expected to be undersupply in the second quarter of 2022.The NAND market will begin to experience oversupply in the fourth quarter of 2022, and the DRAM market will begin to experience oversupply in the second half of 2023.Second shipments and a higher annual average ASP will maintain revenue growth in 2022, with DRAM expected to grow 22.8% and NAND expected to grow 38.1%.
Smartphone semiconductor revenue is expected to grow 15.2% in 2022, while 5G smartphone production will grow 45.3% to 808 million units, accounting for 55% of all smartphone production.The massive migration of major smartphone chipset suppliers from 4G to 5G has led to a temporary shortage of 4G SoC baseband IC starting from the second half of 2021.The increase in 5G baseband IC inventory will lead to a drop in the prices of 5G smartphones and further accelerate 5G penetration during the forecast period.
