The latest survey Insights shows that only six of the 35 major semiconductor suppliers (only less than 2 percent) have significantly higher capital expenditure in 2012 than in 2011. The six major semiconductor suppliers are Intel, Samsung, Hynix, TSMC, UMC and Roma. Intel has highest capital expenditures in 2012, a amount of $ 1.6 billion; However, its overall capital expenditures are less than Samsung's. Although only six companies' capital spending are expected to be an increase in 2012, however, the overall semiconductor capital spending forecast values changefrom the original $ 60.7 billion to $ 63.3 billion. The updated forecast indicates that in 2012 semiconductor capital spending year-on-year fell by only 3 percent than in 2011, previous forecast decline is 8%. The 6 companies plan to increase overall capital spending this year to $ 5.2 billion. In contrast, the rest of the semiconductor company's overall capital expenditure has year on year reduction of $ 7.5 billion U.S. dollars. It should be noted that part of the outsourced packaging and test (OSAT) companies plan a significant growth. Amkor's capital expenditures increased from $ 493 million in 2011 to $ 550 million in 2012, Siliconware (SPIL) increased from $ 376,000,000 to $ 585,000,000, STATSChipPAC increased from $ 304 million to four hundred million U.S. dollars. ICInsights believes that capital spending plans indicate that the rebound of these major outsourcing of packaging and test manufacturers are optimistic about the semiconductor industry. |
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Manufacturers Are Optimistic About Semiconductor Outlook In