In March, the US 3M Company shut down the PFAS refrigerant plant in Belgium. This has attracted the attention of the semiconductor industry because PFAS has important applications in lithography and engraving processes. However, there are reports that the cessation of production is only the beginning of new environmental laws. These new environmental regulations come from Europe and the United States.
European countries are trying to reduce the total production, use and export of PFAS in 2025. However, the industry has concerns and is unsure that there will be alternative products. If it does not exist, then this will lead to a long-term lack of relevant semiconductor materials.
The report also predicts that environmental regulations in Asia will be gradually strengthened in the future. Semiconductor manufacturers should take precautions and commit to alternative sources or alternative technologies in advance.
European semiconductor industry grows – sales increase by more than 40% in the first quarter
European semiconductor sales rose 43.5% to 3.13 billion euros in the first quarter of 2022. This is in the context of large orders and ongoing shortages of key components. According to the market research organization, DMASS IP&E components (interconnection, passive and electromechanical) increased by 35.7% to 1.62 billion euros. In addition, the total spare parts distribution market increased by 40.8% to 4.75 billion euros.
President of DMASS, Hermann Reiter he said, “The 40 percent growth rate of components is generally excellent. However, at the same time, it is a clear sign that he has never seen before. The challenges of the recovery are now accompanied by the Russian-Ukrainian conflict and its impact. The catastrophe for humanity from this conflict subverts all other concerns. “
The semiconductor segment, by region, is similar to the previous quarter, with huge growth in large countries. For example, Germany increased by 45.4% to 867 million euros, Italy increased by 45.6% to 310 million euros, the United Kingdom increased by 47.8% to 213 million euros, France recorded an astonishing an increase of 54.8% to 210 million euros, Eastern Europe “only” 34.5% to 540 million euros and the Nordic countries 46% to 240 million euros.
By product, while memory and other logic chips (such as ASSPs) have grown significantly above average, Most other product groups showed below average growth. For example, analog chips increased by 42% to 886 million euros, Mos Micro increased by 44.8% to 621 million euros, power semiconductors increased by 36.5% to 375 million euros, memory increased by 71.8 million % to 328 million euros and OPTO chips increased by 26.1% to 260 million euros. Other logic circuits increased by 64.7% to EUR 172 million and programmable logic devices increased by 33.5% to EUR 165 million. The badges increased 41.9% to 188 million euros and the sensors (including actuators) increased 34.9% to 88 million euros.