Electronics sector: last week, Shenwan electronics industry index rose 0.81%. Over the same period, the Shanghai stock index rose 1.63%, the gem index fell 0.34%, and the sector was weaker than the market. The rise and fall of the electronics sector ranked 15th in the Shenyin Wanguo first-class industry index. We propose to lay out upstream semiconductor equipment and materials, downstream analog-to-digital IC chips, discrete devices, sensors and other fields. The industry leaders whose performance is relatively determined to grow in 2021 and the prosperity of the track industry will continue to improve in the next two years are Hoshine Silicon Industry Co.Ltd(603260) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Huahong semiconductors, micro semiconductors, Unigroup Guoxin Microelectronics Co.Ltd(002049) , Semiconductor Manufacturing International Corporation(688981) , Shengbang micro, Sanan Optoelectronics Co.Ltd(600703) , Gigadevice Semiconductor (Beijing) Inc(603986) , etc.
[TSMC’s advanced manufacturing process makes efforts and takes the lead in realizing 3nm mass production] TSMC’s advanced manufacturing process is supported by major customers such as Qualcomm and NVIDIA. In addition, Intel expands the outsourcing of advanced manufacturing process. In the next few years, the market share of 5nm will be about 90%, while that of 3nm will be between 80% – 90%. It will “beat the invincible hand in the industry”. According to the Taiwan media business times, Gokul Hariharan said that Qualcomm’s flagship SOC chips in 2022 and 2023 will be OEM by TSMC, but the orders in 2024 are still being pulled between TSMC n3e and Samsung 3nm processes, and the two may eventually obtain some orders of different categories. For NVIDIA, since 2020, its orders have been distributed to TSMC and Samsung at the same time. The former won all AI chip orders and the latter won 8nm process E-sports GPU orders. Hariharan judged that in 2022, in addition to consolidating AI chip orders, TSMC will also obtain some high-end E-sports GPU orders and obtain more market share. In terms of Intel outsourcing, according to JPMorgan Chase, Intel may hand over FPGA chips and some GPUs to TSMC’s 3nm process in 2023, and the peak demand is likely to be as high as 20000 chips / month, promoting it to the second largest customer of 3nm process in 2023.
[semi predicts that 60 12 inch plants will expand production in the next few years] at the semicon press conference held on Tuesday, Ajit manocha, President and CEO of semi, gave advance notice of the semi market forecast for 2022 to be released next week. Semi said that after the semiconductor sales increased by 10.8% to US $464 billion in 2020, the growth will reach more than 20% in 2021, exceeding US $550 billion. Semi predicts that the total sales of wafer plant equipment will be between us $80 billion and US $90 billion in 2021, an increase of about 23-38%. In 2021, the material market is expected to reach a new high of about US $62 billion, an increase of about 11%. It is expected that there will be 60 300 mm wafer plants / expansion: 6 in the Americas, 10 in Europe / Middle East, 44 in Asia (15 Chinese mainland, 5 in Japan, 8 in Korea, 1 in Singapore and 15 in China, Taiwan). The total capacity of 300 millimeter is expected to increase from 2020 to the year of July.
[Samsung expects to release high-end miniled TV in 2022] according to Korean media reports, Samsung will release three “consumer high-end” TV products in 2022, including 8kmini LED backlight TV, 4K LED TV and 4kmini LED backlight TV. According to the high-end level of products, 8kmini LED TV belongs to neoqledtv brand series, which is the most high-end technology among the three new products in 2022; 4K (3840×2140) OLED TV takes the second place; Followed by 4kneo qled TV. As for the sales target of miniled backlight TV, it is reported that Samsung expects the sales of 8K and 4kneo qledminiled TV to be 3 million next year, while according to trendforce Jibang consulting, the shipment of neoqledminiled backlight TV will be about 1.6 million this year. It is also noteworthy that in Samsung’s new product release plan in 2022, in addition to miniled backlight and OLED TV, there are microled TV. According to the latest report “2022 global LED display market outlook and price cost analysis” of trendforce Jibang consulting, Samsung will release 76 / 89 / 110 inch microledthewall in 2022, using active drive and LTPS backplane technology.
