Reverse growth in semiconductors July sh
반도체 역성장이 7월 반도체 출하 –26.1% 급감에 재고 12.3% 증가로 나타났다.
7월의 광공업 생산 1.3% 감소는 반도체(-3.4%), 기계장비(-3.4%) 감소가 주도했고, 플래시메모리 D램 등 메모리반도체와 반도체조립장비 웨이퍼가공장비 등 한국의 주력 반도체 장비 생산이 집중 감소했다.
대만의 트렌드포스는 7월 예상치에서 3분기 소비자용 D램 가격이 2분기보다13∼18% 하락하고, 4분기 하락 전망치도 당초 0∼5% 수준에서 3%p 더 낮췄다.
한국은 7월 설비투자 3.2% 감소에 제조업생산 1.5% 감소하고 소매판매액지수는 전월보다 0.3% 감소하며, 3월(-0.7%) 4월(-0.3%) 5월(-0.1%) 6월(-1.0%) 연속 5개월 하락이다.
재고가 커지는 삼성전자의 상반기 재고 자산은 지난해 같은 기간 19조 4761억 원에서 32조7531억원으로 68.2% 급증했다.
SK하이닉스의 재고 자산은 8909억 원에서 2조 3159억 원으로 160.0% 급증이다.
세계반도체시장통계기구(WSTS)는 6월 전망치로 메모리반도체에 대해 올해 18.7% 내년 3.4% 성장에서 7월에 각각 8.2%, 0.6%로 급락시켰다.
한국의 제조업 생산은 7월에 1.5% 감소하며 제조업 평균가동률이 75.2%로 전월보다 1.2%p 하락했다.
7월의 제조업 출하는 반도체(-26.1%), 통신·방송장비(-10.7%), 기타운송장비(-6.1%) 등이 감소하고 자동차(10.7%), 석유정제(10.5%), 전기장비(7.9%) 등이 증가했다.
D램 매출 감소는 삼성전자가 1분기에 103억4300만달러로 지난해 4분기900만달러에서 줄었고, 지난해 3분기 115억 3000만달러 이후 지속 감호이다.
D램 세계 2위 SK하이닉스는 1분기 D램 매출이 전 분기보다 8억 7100만달러 감소해 65억5900만달러로 급감했다.
한국의 반도체 수출 증가율은 4월(16.0%) 5월(14.9%) 6월(10.7%) 7월(2.1%) 4개월 연속 하락에서 7월이 급락했다.
‘서울경제’는 “우리 기업들이 약세를 보이는 비메모리반도체 업황은 굳건한 상황에서 주력 제품인 D램·낸드플래시 등의 가격만 급락하고 있다”며 “이달부터 반도체 수출도 역성장할 것이라는 전망이 곳곳에서 나온다”고 23일 보도했다.
시장조사기관 IC인사이츠는 올해 반도체 시장 설비투자 규모를 지난 3월(1904억달러) 예상치보다 2.6% 하락한 1855억달러로 수정했다며, “시장 상황이 올해 2분기부터 위축되기 시작했다. 정보기술(IT) 기기 판매 감소 여파가 반도체 분야로 밀려오는 것”이라고 ‘디지털데일리’가 업계 관계자를 인용 28일 보도했다.
파운드리의 대만 TSMC는 올해 설비투자 규모를 최대 440억달러에서 400억달러로 하락했고, 대만 중견 파운드리 업체 뱅가드(VIS)와 파워칩(PSMC) 등은 생산 물량이 줄면서 신공장 설립을 연기했다고 디지타임스를 인용해 ‘디지털데일리’가 보도했다.
성장세의 파운드리업체도 올해 2분기부터 공장 가동률이 하락해 1분기 99% 가동이 2분기 94% 3분기 90% 감소에서 4분기 80% 중반으로, 내년 4분기 80% 초반으로 지속 하락할 것으로 시장조사기관 가트너가 밝혔다.
‘디지털데일리’는 중국 SMIC가 75억달러 투입해 12인치 반도체 공장을 짓겠다고 26일 밝힌 것으로 보도했다.
대만 ‘디지타임스’는 TSMC가 9월부터 3나노 공정 적용 반도체 양산을 시작하며 애플과 인텔, 퀄컴, 미디어텍, 엔비디아 등을 3나노 공정의 고객사로 잡았다고 26일 보도했다.
‘조선비즈’는 “구글은 내년 하반기 출시 예정인 스마트폰 픽셀8에 탑재할 모바일 칩인 3세대 텐서에 대한 개발을 삼성전자 시스템LSI 사업부와 진행하고 있다”며 “구글의 픽셀폰은 최첨단 기술을 적용할 수 있는 고가의 프리미엄 제품이 아니라 공급 물량 제한적이고 가격이 비싼 3㎚ 공정 대신 기존 4㎚ 공정 유지할 것으로 보인다”고 관계자를 인용 30일 보도했다.
7월의 서비스업 생산은 경기부양에 따른 숙박·음식점(4.4%) 도소매(0.8%) 예술·스포츠·여가(7.3%) 운수·창고(0.8%) 보건·사회복지(0.3%)이 오르고, 부동산(-5.4%) 금융·보험(-0.5%) 정보통신(-0.4%) 생산이 줄었다. kimjc00@hanmail.net
Reverse growth in semiconductors July shipments plunged 26% and inventories surged Exports declined
-by Kim Jong-chan, political economy reporter
The negative growth of semiconductors showed a 12.3% increase in inventories while semiconductor shipments plunged -26.1% in July.
The 1.3% decline in mining industry production in July was led by a decrease in semiconductors (-3.4%) and machinery equipment (-3.4%), while the production of memory semiconductors such as flash memory DRAM and semiconductor assembly equipment wafer processing equipment in Korea was the main reason. concentration decreased.
Taiwan's TrendForce lowered its July forecast for consumer DRAM prices to drop by 13-18% in the third quarter from the second quarter, and lowered its forecast for the fourth quarter by 3%p from the original 0-5% level.
In Korea, manufacturing production decreased by 1.5% due to a 3.2% decrease in facility investment in July, and the retail sales index decreased by 0.3% from the previous month, in March (-0.7%) April (-0.3%) May (-0.1%) June (-1.0%) is the fifth consecutive month of decline.
Samsung Electronics' inventory assets in the first half of the year, when inventories are growing, surged 68.2% from 19.476.1 trillion won to 32.753.1 billion won during the same period last year.
SK hynix's inventory assets jumped 160.0% from 890.9 billion won to 2.315.9 billion won.
According to the World Semiconductor Market Statistical Organization (WSTS), the growth rate for memory semiconductors fell to 8.2% and 0.6% in July, respectively, from 18.7% this year and 3.4% growth next year as a June forecast.
Korea's manufacturing production decreased by 1.5% in July, and the manufacturing average utilization rate was 75.2%, down 1.2%p from the previous month. Manufacturing shipments in July were semiconductors (-26.1%), communications and broadcasting equipment (-10.7%) Other transportation equipment (-6.1%) decreased, while automobiles (10.7%), petroleum refining (10.5%), and electrical equipment (7.9%) increased.
The decrease in DRAM sales was $10.34 billion by Samsung Electronics in the first quarter, down from $9 million in the fourth quarter of last year, and continued protection after $11.53 billion in the third quarter of last year.
SK Hynix, the world's second-largest DRAM company, saw its DRAM sales plunge to $6.559 billion in the first quarter, down $871 million from the previous quarter.
Korea's semiconductor export growth rate plunged in July after falling for four consecutive months in April (16.0%), May (14.9%), June (10.7%) and July (2.1%).
'Seoul Economy' said, "The non-memory semiconductor industry, where Korean companies are weak, is in a solid state, and only the prices of main products such as DRAM and NAND flash are plummeting." ” reported on the 23rd.
IC Insights, a market research firm, revised the size of this year's semiconductor market facility investment to $185.5 billion, a 2.6% drop from the March ($190.4 billion) estimate in March. The impact of the decline in sales of information technology (IT) devices is coming to the semiconductor field,” 'Digital Daily' reported on the 28th, citing an industry insider.
Taiwanese foundry TSMC reduced its facility investment this year from up to $44 billion to $40 billion, and Taiwanese mid-sized foundry companies such as Vanguard (VIS) and Power Chip (PSMC) delayed the establishment of new factories due to reduced production volumes, Digitimes cited. It was reported by 'Digital Daily'.
Foundry companies that are growing are also expected to continue to decline from the second quarter of this year to the mid-80% of the fourth quarter, and the 99% operation in the first quarter from 94% in the second quarter to the mid-80% in the third quarter, and to the low 80% in the fourth quarter of next year. According to Gartner, 'Digital Daily' reported that China's SMIC announced on the 26th that it would invest $7.5 billion to build a 12-inch semiconductor factory.
Taiwan's Digitimes reported on the 26th that TSMC started mass production of semiconductors applying the 3-nano process from September and selected Apple, Intel, Qualcomm, MediaTek, and Nvidia as customers of the 3-nano process.
'Chosun Biz' said, "Google is working with Samsung Electronics' System LSI Division to develop a third-generation tensor, a mobile chip to be installed in the smartphone Pixel 8, which is scheduled to be released in the second half of next year. It is not an expensive premium product that can be bought, but it is expected to maintain the existing 4nm process instead of the expensive 3nm process with limited supply,” citing an official on the 30th.
Service industry production in July increased due to economic stimulus, accommodations and restaurants (4.4%), wholesale and retail (0.8%), arts, sports, and leisure (7.3%) transport and warehouses (0.8%), health and social welfare (0.3%), and real estate. (-5.4%) Finance and insurance (-0.5%) Information and communication (-0.4%) production decreased.
DRAM, Google, semiconductor, non-memory, Samsung Electronics, facility investment, export decrease, negative growth, inventory increase, shipment plunge