The global semiconductor industry bucked the trend

　　According to the semiconductor industry competition pattern tracking report released by research institute Omdia,the entire industry has finally reversed the decline in the second quarter of 2023 after experiencing five consecutive quarters of revenue decline,and there has been a rebound in revenue.Specifically,quarterly revenue in the second quarter increased 3.8%sequentially to$124.3 billion.

　　The emergence of this data brings a glimmer of hope to the entire semiconductor industry.The prolonged downturn and decline has raised concerns about the industry's prospects,but it now appears that such concerns may be temporary.As the core of the development of modern science and technology,the health and development of the semiconductor industry chain are of great significance to the entire economy.

　　The report pointed out that the growth of revenue in this quarter was mainly due to the combination of several factors.First,the gradual recovery of the global economy has brought new opportunities for the semiconductor industry.Economic activity in various countries and regions has gradually recovered,and the demand for semiconductor products has also increased.Secondly,the development of emerging technologies has promoted the prosperity of the semiconductor market.With the rapid development of artificial intelligence,Internet of Things,cloud computing and other fields,the demand for semiconductor chips is growing.In addition,the stability of the supply chain and the increase of production capacity also provided support for the recovery of the industry.

　　The global semiconductor industry has undergone three migrations

　　Since its development,the global semiconductor industry landscape has been constantly changing.At present,the global semiconductor industry is experiencing the third capacity transfer,and the industry demand center and capacity center are gradually transferred to mainland China.

　　Integrated circuits is one of the major segments of the semiconductor industry,and its market size will reach$463.02 billion in 2021,an increase of 28.2%year-on-year,accounting for 83.29%of the global semiconductor market size.In the field of integrated circuits,logic circuits,memory,processors,and analog circuits are the main product segments.In 2021,the market share of these four products will be 27.85%,27.67%,14.43%and 13.33%,respectively.

　　Overall,the semiconductor industry's rebound is a positive sign.It shows that the industry has the ability to meet challenges and adapt to market needs.At the same time,this also provides a certain confidence for the future development of the industry.In order to maintain competitiveness and sustainable development,semiconductor companies need to continue to increase technological innovation,improve product quality and performance,and actively expand emerging markets and application areas.