LYON, France – The fall in memory prices in Q3-2022 sent shock waves through the semiconductor equipment supply chain resulting in a slight fall in demand for subsystems, components, and modules in Q4-2022. This further accelerated in Q1-2023 as OEMs race to run down their considerable parts inventories.
According to Gaël Giusti, Ph.D., Technology and Market Analyst, Semiconductor Manufacturing & Equipment division at Yole Intelligence: “There is no question that Q1-2023 will be challenging for suppliers, even though quarterly revenues are still at levels that most well-run companies consider profitable and are close to historic highs. This temporary pause in strong market growth provides a welcome opportunity for companies to solve operational problems they did not have time to address previously.”
In this context, Yole Intelligence releases its new product: Semiconductor Equipment Subsystems Market Monitor. In this brand-new Market Monitor, the company – part of Yole Group – comprehensively analyzes the semiconductor equipment market including subsystem, component, and module levels. Therefore, These products are essential to manufacturing and running front-end wafer fab equipment.
“As well as providing our customers with a complete picture of the semiconductor supply chain and the role suppliers of subsystems, components, and modules play, we will also highlight specific market and technology trends as they evolve,” explains John West, Director, Semiconductor Manufacturing & Equipment, Yole Intelligence. “We developed a segmentation that captures the whole bill of materials for WFE and has data from almost 200 suppliers.”..