Gartner: Weltweite Investitionen in Halbleiter-Produktion sinken 2008 um 9,9 Prozent

Nach Angaben des IT-Marktforschungs- und Beratungsunternehmens Gartner werden die weltweiten Investitionen in die Halbleiter-Produktion im Jahr 2008 auf 40,3 Milliarden US-Dollar sinken. Dies entspricht einem Rückgang von 9,9 Prozent gegenüber dem Vorjahr mit einem Umsatz von 44,8 Milliarden US-Dollar. 

„2007 war gekennzeichnet durch fortlaufend hohe Investitionen im Bereich Dynamic Random Access Memory (DRAM), obwohl bereits ein Überangebot in diesem Sektor deutlich wurde“, erklärt Klaus Rinnen, Analyst bei der Gartner Semiconductor Manufacturing Group. „Wenn wir ins Jahr 2008 schauen, erwarten wir die lange überfällige Investitionskorrektur auf dem DRAM Markt und damit auch einen Investitionsrückgang.“

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Gartner Says Worldwide Semiconductor Capital Equipment Spending to Decline 9.9 Percent in 2008

STAMFORD, Conn. December 19, 2007 — As the semiconductor industry remedies its oversupply situation in the memory market, worldwide semiconductor equipment spending is forecast to total $ 40.3 billion in 2008, a 9.9 percent decrease from 2007 spending of $44.8 billion, according to Gartner, Inc.

“2007 was marked by continued strong DRAM investments, shrugging off the realities of a market sector in oversupply, slower NAND spending growth, and disappointed hopes of a foundry spending revival,” said Klaus Rinnen, managing vice president for Gartner's semiconductor manufacturing group. “As we look to 2008, we expect the long overdue capital spending correction in the DRAM market to push the capital equipment market into contraction. Adding on the downside is another slow year from foundry and generally more cautious spending mood, with concerns about a US economic recession rising.” 

“On the positive side, NAND flash spending should continue to ramp,” Mr. Rinnen added. “And a firming pricing picture for logic device segments brings manufacturers hope for some upside in capacity spending from this segment.”

All major segments of the capital equipment market are projected for negative spending in 2008 (see Table 1). The quarterly picture for 2008 shows a weak first half of the year as DRAM companies slow their capital investments to help get the supply demand picture under control. In foundry the drive to the next technology node will pick up steam, and Logic will need to invest to meet demand. Gartner sees this occurring in the second half of 2008, moving the industry into positive growth in 2009.

Table 1

Worldwide Semiconductor Capital and Equipment Spending Forecasts (Millions of Dollars)

<table border="0" cellpadding="0" cellspacing="0" width="667"><thead><tr height="23"><td height="23" valign="bottom" width="230">

</td> <td height="23" valign="bottom" width="62">

2006

</td> <td height="23" valign="bottom" width="62">

2007

</td> <td height="23" valign="bottom" width="62">

2008

</td> <td height="23" valign="bottom" width="62">

2009

</td> <td height="23" valign="bottom" width="62">

2010

</td> <td height="23" valign="bottom" width="62">

2011

</td> <td height="23" valign="bottom" width="62">

2012

</td></tr></thead><tbody><tr height="23"><td height="23" nowrap="nowrap" valign="bottom" width="230">

Semiconductor Capital Spending

</td> <td height="23" nowrap="nowrap" valign="bottom" width="62">

56,312.7

</td> <td height="23" nowrap="nowrap" valign="bottom" width="62">

59,085.6

</td> <td height="23" nowrap="nowrap" valign="bottom" width="62">

51,297.3

</td> <td height="23" nowrap="nowrap" valign="bottom" width="62">

55,721.1

</td> <td height="23" nowrap="nowrap" valign="bottom" width="62">

63,248.3

</td> <td height="23" nowrap="nowrap" valign="bottom" width="62">

58,246.3

</td> <td height="23" nowrap="nowrap" valign="bottom" width="62">

62,653.4

</td></tr><tr height="16"><td height="16" nowrap="nowrap" valign="bottom" width="230">

Growth (%)

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

19.3%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

4.9%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

-13.2%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

8.6%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

13.5%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

-7.9%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

7.6%

</td></tr><tr height="24"><td height="24" nowrap="nowrap" valign="bottom" width="230">

Capital Equipment

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

41,950.2

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

44,805.0

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

40,348.1

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

44,284.3

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

49,027.0

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

44,843.6

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

49,508.8

</td></tr><tr height="16"><td height="16" nowrap="nowrap" valign="bottom" width="230">

Growth (%)

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

22.9%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

6.8%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

-9.9%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

9.8%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

10.7%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

-8.5%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

10.4%

</td></tr><tr height="24"><td height="24" nowrap="nowrap" valign="bottom" width="230">

     Wafer Fab Equipment

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

32,610.1

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

35,559.7

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

31,918.7

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

34,969.1

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

39,402.6

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

36,044.0

</td> <td height="24" nowrap="nowrap" valign="bottom" width="62">

39,417.8

</td></tr><tr height="16"><td height="16" nowrap="nowrap" valign="bottom" width="230">

     Growth (%)

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

25.7%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

9.0%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

-10.2%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">

9.6%

</td> <td height="16" nowrap="nowrap" valign="bottom" width="62">