America Semiconductor Industry Association report… Surpassing Taiwan and following China to second place
Ranked second with a 129% increase in production capacity over 10 years,
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Global semiconductor production market share in 2032 compared to 2022 ⓒAmerica Semiconductor Industry Association · Boston Consulting Group report = Yonhap News,
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, ‘It is predicted that by 2032, Korea’s share of semiconductor production in the global market will reach about 20%, marking the highest level ever recorded. This is second only to China following Taiwan in terms of significant share.’,
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, “According to the report ‘New Resilience in the Semiconductor Supply Chain’ released by the Semiconductor Industry Association (SIA) and Boston Consulting Group (BCG) on the 8th (local time), Korea’s production capacity in the global semiconductor market in 2032 is expected to reach 19%. This is the highest level ever, increasing by 2 percentage points from the production share of 17% in 2022. It is the second highest after China (21%), surpassing Taiwan (17%) and the United States (14%). As of 2022, Korea’s semiconductor production share was ranked joint third with Japan, following China (24%) and Taiwan (18%). However, with a production share of 19%, it will surpass Taiwan in 2032.”,
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, ‘The report stated, “Korea has early invested in the development of the semiconductor industry, supporting Samsung and SK Hynix to grow as global semiconductor leaders. They hold more than half of the market share in the global NAND flash memory and DRAM markets.”‘,
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, ‘The reason for the increasing production share of Korea is due to a significant increase in production capacity through the construction of semiconductor factories during this period. The report mentioned that Korea’s semiconductor production capacity growth rate for this period is estimated at 129%, ranking second highest after the United States (203%). It surpasses Europe (124%), Taiwan (97%), Japan (86%), and China (86%). Korea’s semiconductor production capacity growth rate from 2012 to 2022 was 90%, which was the second highest after China (365%). Other regions during this period had production capacity growth rates as follows: Taiwan (67%), Europe (63%), Japan (36%). The United States had the lowest at 11%.’,
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, ‘However, it is expected that Korea’s semiconductor production share, including advanced processes of 10 nanometers (nm) or less, will significantly decrease from 31% to 9%. During the same period, Taiwan’s share is also expected to decline from 69% to 47%. This expectation is due to the increase in investment in the United States for building facilities for advanced processes, leveraging semiconductor support laws.’,
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, ‘The U.S. government is providing semiconductor production subsidies ($39 billion), research and development (R&D) support ($13.2 billion), totaling $52.7 billion. Accordingly, it is expected that the U.S.’s semiconductor production capacity growth rate in 2032 will increase threefold compared to 2022 (203%). The production share is also expected to increase from 10% to 14%. In particular, the U.S.’s production share of advanced processes of 10 nanometers or less is expected to increase significantly from 0% in 2022 to 28% in 2032.’,
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