Trends in the US electronics equipment market (shipments only)
Source: U.S. Department of Commerce Census Bureau, Apr. 4, 2022
The four-quarter moving average for PCB and MCM, which compares the most recent four quarters to the prior four, rose 15.1%.
Overall electronic system design (ESD) revenue increased 14.4% to $3.47 billion. The four-quarter moving average rose 15.8%.
Companies tracked in the report employed 51,236 people globally in the quarter, up 5.7% year-over-year and 0.1% sequentially.
Computer-aided engineering revenue increased 11.2% to $1.06 billion, IC physical design and verification revenue decreased 2% to $625 million, semiconductor intellectual property revenue jumped 25% to $1.3 billion, and services revenue increased 43% to $131 million.
The Americas was the largest reporting region by revenue, up 21% to $1.58 billion. Europe, Middle East and Africa (EMEA) rose 5.5% to $482.5 million, Japan fell 2.4% to $223 million, and Asia Pacific rose 14% to $1.19 billion.
China claimed the largest market for semiconductor equipment for the second time with sales expanding 58% to $29.6 billion to mark the fourth consecutive year of growth. Korea, the second-largest equipment market, registered a sales increase of 55% to $25 billion, after showing strong growth in 2020. Taiwan logged 45% growth to $24.9 billion to claim the third position. Annual semiconductor equipment spending increased 23% in Europe and 17% in North America, which continues to recover from a contraction in 2020. Rest of world sales jumped 79% in 2021.
- Global semiconductor materials revenue grew 15.9% to $64.3 billion in 2021. (SEMI)
- Total semiconductor sales will rise 11% in 2022, following a 25% increase in 2021 and an 11% increase in 2020. (IC Insights)
- Worldwide semiconductor revenue totaled $595 billion in 2021, an increase of 26.3% from 2020. (Gartner)
- The worldwide market for augmented reality and virtual reality (AR/VR) headsets grew 92% year-over-year in 2021, with shipments reaching 11.2 million units. (IDC)
- Global fab equipment spending for frontend facilities is expected to jump 18% year-over-year to an all-time high of $107 billion in 2022. (SEMI)
- Spending on compute and storage infrastructure products for cloud infrastructure, including dedicated and shared environments, increased 13.5% year-over-year in the fourth quarter of 2021 to $21.1 billion. (IDC)
- The global PC monitor market continued its quarterly decline in the fourth quarter, with unit shipments shrinking 5.2% compared to the same quarter in 2020. (IDC)
- By 2025, the market share of smartphones supporting Wi-Fi 6 and 6E is estimated to surpass 80%. (TrendForce)
- Worldwide IC unit shipments will increase 9.2% this year to 427.7 billion units. (IC Insights)
- Worldwide sales of semiconductor manufacturing equipment in 2021 surged 44% year-over-year to an all-time record of $102.6 billion. (SEMI)
- Global shipments of smart home devices grew 11.7% in 2021 to more than 895 million. (IDC)