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||Three Companies to Account for 52% of Semiconductor CapEx in 2014
IC Insights’ soon-to-be-released March Update to The 2014 McClean Report provides a forecast ranking of the top 25 semiconductor capital spenders for 2014. A preview of the top 10 spenders is shown in Figure 1. Samsung and Intel are each forecast to spend at least $11.0 billion this year, and TSMC slightly less than $10.0 billion. Collectively the three companies are forecast to account for 51.8% of total semiconductor industry capex this year.
Nine of the top 10 semiconductor industry capital spenders are expected to increase their semiconductor capital expenditures in 2014. In contrast, only four of the top 10 capital spenders increased their spending levels in 2013. Meanwhile, capex spending among “other”suppliers is expected to grow at a much slower 3% rate this year, but that is a marked improvement from the 15% decline registered by the “other” segment in 2013. In the long run, IC Insights believes that “other” companies will likely increase their spending at a lower rate, or decrease their spending at a higher rate, as compared to the top 10 companies as they implement the fabless or “fab-lite” business models for their IC production.