Investor Presentation Q3 2020
What to expect in the short-term and medium-term
Short-term development
▸ Foundry and logic business to stay strong
► In memory, server-related inventories seem to be in a digestion phase
▸ Smartphones should see a recovery driven by 5G
▸ Server market seems to be softening
▸ Demand from automotive industry in recovery mode but under Corona uncertainty
Mid-term growth drivers for wafer volumes intact
▸ Smartphone recovery and content growth intact
▸ Notebooks and Chromebooks stronger driver for PC growth than desktop PCs
▸ Server market more driven by cloud servers with higher silicon content
▸ Auto units expected to recover with higher silicon content (ADAS) and more xEV
(siltronic
Siltronic AG - Investor Presentation Q3 2020
October 29, 2020
perfect silicon solutions.
28 of 34View entire presentation