As global demand for chips continues to rise, the global semiconductor revenues are estimated to witness a spike in 2021 and thus the industry’s revenue growth will likely continue into 2022. Meanwhile, as global fabs are expanding their production capacity worldwide, it is anticipated the chip supply crunch will alleviate in the second half of 2022 and/or 2023.
This report provides an overview of the development of the global semiconductor market and three Taiwanese three semiconductor sub-industry sectors, including IC design, IC manufacturing and IC packaging and testing; looks into root causes behind the supply and demand imbalance; examines how emerging applications are driving demand for chips, touching on AI chips, automotive electronics, and wide bandgap semiconductors.
List of Topics
- Development of the global semiconductor market, touching on market value forecast for the period 2021-2022 and market share by application for the period 2015-2023; market share by product type and IC type during 2018-2021
- Development of three major semiconductor sub-industry sectors, including IC design, IC manufacturing, and IC packaging and testing; Taiwanese semiconductor industry shipment value during 2014-2021;
- Root causes behind the supply-demand imbalance, touching on the geopolitics and climate risks, rising demand for automotive chips; includes the regional joint development between the U.S. and Korea, and the U.S. and Japan, as well as the impact of China’s policies such as the "Dual Control System.”
- Emerging applications are associated with AI chips, automotive electronics, and wide bandgap semiconductors, and include global GaN and SiC component supply chains and major players.
Table of Contents
1. Semiconductor Industry Trends and Supply-Demand Dynamics
1.1 Global and Taiwan Semiconductor Industry Trends
1.2 Supply-Demand Imbalance and Regional Supply Chain Restructuring
2. Emerging Applications Driving Semiconductor Demand
2.1 Integration of AI in IoT Chips for Diversified Applications
2.2 Automotive Electronics Fueling Robust Demand for Automotive Chips
2.3 Wide Bandgap Semiconductors for Emerging Applications
Conclusion
Samples
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Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Actron
- Allwinner
- Alter Technology
- Amazon
- AMD
- Amkor Technology
- Analog Devices
- Andes Technology
- ApexMic
- Apple
- Arm
- ASE Group
- AT&T
- AWSC
- Aymont
- BItmain
- Bosch
- Broadcom
- Bruckewell Technology
- Cadence
- Canaan
- Cengol
- CEVA
- Codasip
- Cortus
- Cree
- DB HiTek
- Denso
- DuPont
- EPC
- Episil
- Ericsson
- Espressif Systems
- Fraunhofer
- GaN Systems
- GCS
- GeneSiC Semiconductor
- Genesys
- GigaDevice
- Global Power Technology
- GlobalFoundries
- GlobalWafers
- GW
- Hestia Power
- Horizon Robotics
- Hua Hong
- Huawei
- Hymix
- Infineon
- Intel
- IVWorks
- Kneron
- Macronix
- Maxim
- MediaTek
- Mercedes-Benz
- Microchip
- Microsemi
- Microsoft
- Moderna
- Navitas
- Nokia
- Nordic
- Norstel
- Novatek
- Nvidia
- NXP
- OMMIC
- On Semiconductor
- Pam-Xiamen
- Pan Jit
- Panasonic
- Pixart
- Powerchip
- Princeton
- Qromis
- Qualcomm
- Rambus
- Realtek
- Renesas
- Richtek
- ROHM
- Samsung
- Sanechips
- Semidynamics
- Showa Denko
- SICC
- SiCrystal
- SiFive
- Sirius
- SK Hynix
- SK siltron
- SMIC
- SPIL
- STMicroelectronics
- Sunplus
- Syntronix
- Taiwan Semiconductor
- Texas Instruments
- TI
- Toshiba
- Tower
- Toyota
- TSMC
- UMC
- Unikorn
- V-Air
- Vanguard
- Verizon
- VIS
- Wave Computing
- Weltrend
- Win Semiconductor
- Winbond
- Wolfspeed
- Xilinx
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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