TechSearch International’s Analysis Examines Impact of World Events and Material Shortages on BGA and CSP Market Growth
2021 was a record year for the semiconductor industry and OSAT revenues, but the outlook for 2022 is less certain. The war in Ukraine, inflation, China’s Covid lockdown, and continued supply chain disruptions threaten global economic growth in 2022 and could impact the electronics industry. TechSearch International’s analysis provides a forecast for BGAs and CSPs including FBGAs, LGAs, stacked die CSPs, and QFNs. Details of electronics products using these packages are based on TechSearch International’s teardowns.
High-performance packaging using heterogeneous integration is a bright spot. Data center spending continues to expand the need for servers, AI accelerators, and network switches. Applications for machine learning are increasing. While there is strong demand for many devices, shortages of leadframes and substrates are limiting shipments. The report highlights body size increases for build-up substrate resulting in the current capacity shortages. Growth for Cu clip packages remains strong, driven by increased demand for MOSFETs used in data centers, 5G infrastructure, and PCs. Lower growth projections for smartphones will result in less demand for many packages. TechSearch International’s report provides an analysis of the impact of China’s Covid lockdowns on smartphone sales in the region and the impact on package volumes.
TechSearch International provides an analysis of cryptocurrency, energy consumption with its use, and package trends.
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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 22,000 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.