Ng Kai Fai, President, SEMI SEA, says the Southeast Asia electronics and global market outlook are both bright. SEMI is an association which promotes the development of the global electronics supply chain.
"We are at the cusp of the renaissance of the semiconductor industry," said Ng at the Keysight Measurement Forum 2018. "The market is looking very, very good."
According to SEMI, global semiconductor sales are up 20% year-on-year in Q118, amounting to US$111 billion. Foundry sector revenue grew 9% year-on-year over the same period, while DRAM revenue saw 5.4% growth, reaching a record high of US$23 billion. Wafer shipments in Q118 went up 7.9% year-on-year, while equipment billings jumped 28% over the same period.
Electronics will continue to underpin exports for Singapore, Malaysia, Vietnam, Thailand, the Philippines and Indonesia, in that order, in terms of dollar values, Ng said. Most of the countries in Southeast Asia will be focusing on assembly/test and local electronics assembly and production services as they have lower labour costs. Singapore however is focused on innovation such as wafer fabrication and advanced outsourced semiconductor assembly and test services (OSATs), Ng observed.
Ng said Singapore's semiconductor segment output grew 27% in Q118 year-on-year, while Malaysia's foreign direct investment for the electrical and electronics industry amounted to over US$2 billion in 2017 and is expected to grow further in 2018.
Thailand 4.0* is focusing on smart electronics and automation, while in Vietnam, "policies are ripe for the back end to develop," Ng said.
According to Ng, the electronics market in Singapore is poised to grow between 2018 and 2019, and Malaysia as well. "We think Malaysia will surpass the 20 percentile growth in 2019," he said.
Ng also shared that SEMI organises regular events for the industry. Upcoming events include:
SEMICON Taiwan is in Taipei from 5 to 7 September 2018
SEMICON Japan is in at Tokyo Big Sight, Tokyo from 12 to 14 December 2018
SEMICON Korea is at Coex in Seoul from 23 to 25 January 2018
SEMICON China is in at the Shanghai New International Expo Centre, Shanghai from 20 to 22 March 2019
SEMICON Southeast Asia is in Kuala Lumpur, Malaysia from 7 to 9 May 2019. Associated programmes include:
Semiconductor Talent Exchange Meet-up (STEM) in Singapore on 31 October 2018;
SEMI SEA Industry Members & Partners Appreciation 2018 on 22 November 2018 in Penang, Malaysia; and
Microelectronics Technology Asia, a technical conference for microelectronics design and manufacturing, on 30 and 31 October 2018 at the Technology Development Centre (TDC), ITE College Central, in Singapore.
Explore:
Read Ang Wee Seng's LinkedIn post about the 50th anniversary of semiconductors in Singapore. Ang is Executive Director of the Singapore Semiconductor Industry Association and a SEMI member.
*Thailand 4.0 is an economic development model following on from government emphases on agriculture (Thailand 1.0), light industry (Thailand 2.0), and advanced industry (Thailand 3.0). It has four objectives: economic prosperity, social wellbeing, raising human values, and environmental protection.
"We are at the cusp of the renaissance of the semiconductor industry," said Ng at the Keysight Measurement Forum 2018. "The market is looking very, very good."
According to SEMI, global semiconductor sales are up 20% year-on-year in Q118, amounting to US$111 billion. Foundry sector revenue grew 9% year-on-year over the same period, while DRAM revenue saw 5.4% growth, reaching a record high of US$23 billion. Wafer shipments in Q118 went up 7.9% year-on-year, while equipment billings jumped 28% over the same period.
Electronics will continue to underpin exports for Singapore, Malaysia, Vietnam, Thailand, the Philippines and Indonesia, in that order, in terms of dollar values, Ng said. Most of the countries in Southeast Asia will be focusing on assembly/test and local electronics assembly and production services as they have lower labour costs. Singapore however is focused on innovation such as wafer fabrication and advanced outsourced semiconductor assembly and test services (OSATs), Ng observed.
Ng said Singapore's semiconductor segment output grew 27% in Q118 year-on-year, while Malaysia's foreign direct investment for the electrical and electronics industry amounted to over US$2 billion in 2017 and is expected to grow further in 2018.
Thailand 4.0* is focusing on smart electronics and automation, while in Vietnam, "policies are ripe for the back end to develop," Ng said.
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| Ng said storage, automotive and consumer technology are drivers for the industry. |
According to Ng, the electronics market in Singapore is poised to grow between 2018 and 2019, and Malaysia as well. "We think Malaysia will surpass the 20 percentile growth in 2019," he said.
Ng also shared that SEMI organises regular events for the industry. Upcoming events include:
SEMICON Taiwan is in Taipei from 5 to 7 September 2018
SEMICON Japan is in at Tokyo Big Sight, Tokyo from 12 to 14 December 2018
SEMICON Korea is at Coex in Seoul from 23 to 25 January 2018
SEMICON China is in at the Shanghai New International Expo Centre, Shanghai from 20 to 22 March 2019
SEMICON Southeast Asia is in Kuala Lumpur, Malaysia from 7 to 9 May 2019. Associated programmes include:
Semiconductor Talent Exchange Meet-up (STEM) in Singapore on 31 October 2018;
SEMI SEA Industry Members & Partners Appreciation 2018 on 22 November 2018 in Penang, Malaysia; and
Microelectronics Technology Asia, a technical conference for microelectronics design and manufacturing, on 30 and 31 October 2018 at the Technology Development Centre (TDC), ITE College Central, in Singapore.
Explore:
Read Ang Wee Seng's LinkedIn post about the 50th anniversary of semiconductors in Singapore. Ang is Executive Director of the Singapore Semiconductor Industry Association and a SEMI member.
*Thailand 4.0 is an economic development model following on from government emphases on agriculture (Thailand 1.0), light industry (Thailand 2.0), and advanced industry (Thailand 3.0). It has four objectives: economic prosperity, social wellbeing, raising human values, and environmental protection.
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