TechSearch International’s BGA and CSP Market Analysis
The industry saw strong production growth in 2020 and Q1 2021 was a record quarter compared to a year ago. Demand for PCs, especially laptops, tablets, wearables, servers, and automobiles, is keeping pressure on semiconductor production, as well as packaging and assembly operations. Semiconductors are in short supply, especially for automotive. Long lead times for leadframes, laminate substrates, and wire-bonding equipment, could hamper the industry from meeting the projected strong demand. OSATs booked record revenues in 2020 with 5.5% growth year-over-year reported for the top 20 companies. A dozen OSATs experienced double-digit growth. CAPEX spending is increasing. Growth should continue if shortages do not hold the industry back. The report also highlights the increased introduction of advanced packages from the foundries. In some cases the foundries compete with the OSATs, but in others they are key partners, making for a complex relationship.
Demand for CSPs continues to be strong, especially for QFNs with a record growth of 22% in 2020 and similar expectations for this year. TechSearch International’s analysis of teardowns finds QFNs in almost every major product. The report also discusses growth in Cu clip packages, FBGAs, FLGAs, stacked die, and package-on-package (PoP).
The new Advanced Packaging Update provides an update on AI developments, including edge computing. Market projections for PBGAs are provided with details of the high volume packages driving growth.
The latest APU is a 73-page report with full references and an accompanying set of 74 PowerPoint slides.
TechSearch International, Inc., founded in 1987, is a market research leader specializing in technology trends in microelectronics packaging and assembly. Multi- and single-client services encompass technology licensing, strategic planning, and market and technology analysis. TechSearch International professionals have an extensive network of more than 18,000 contacts in North America, Asia, and Europe. For more information, contact TechSearch at tel: 512-372-8887 or see www.techsearchinc.com. Follow us on twitter @Jan_TechSearch and on LinkedIn.