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市场调查报告书
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1019647

半导体产业的计分卡:各主题分析 (2021年更新版)

Semiconductor Sector Scorecard, 2021 Update - Thematic Research

出版日期: | 出版商: GlobalData | 英文 18 Pages | 订单完成后即时交付

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  • 全貌
  • 简介
  • 目录
简介

在大流行、地缘政治动荡以及由此导致的全球晶片短缺之后,半导体行业正处于10年重置的开始。它正在重塑自身,以实现人工智慧 (AI) 和物联网 (IoT) 时代。台积电和三星电子目前供应全球 35% 的晶片,100% 的最先进晶片均来自其亚洲代工厂。他们将透过美国和欧洲的补贴项目使制造工厂多样化。每个都已经在美国进行了扩建项目。

本报告提供全球半导体产业的主要企业的今后2年的发展预测和风险要素相关资料,依据各种评估主题 (共10项) 分析。

目录

目录

摘要整理

  • 简介
  • 产业的效能
  • 主要题目 (前十名项目)
  • 半导体产业的计分卡
  • 关于各主题分析技术
目录
Product Code: GDTMT-TR-R329

The semiconductor industry is at the start of a 10-year reset in the wake of the pandemic, geopolitical turmoil, and the resulting global chip shortage. It is reshaping itself to enable the age of artificial intelligence (AI) and the Internet of Things (IoT).

Key Highlights

  • Beijing, Washington, and Brussels will protect their sovereignties and hedge against external shocks by building sufficient onshore chip-making capacity by 2030. This will ensure steady local supplies of chips for their defense and security establishments and local industries.
  • TSMC and Samsung Electronics currently supply 35% of all the world's chips and 100% of the most advanced chips from their Asian foundries. They will diversify their manufacturing plants via subsidized projects in the US and Europe. Each already has expansion projects underway in the US.
  • There will be friction between the leading US chip companies (Intel, Qualcomm, Texas Instruments, Nvidia, Applied Materials, Synopsys) and Washington. The former relies on China for, on average, 35% of their revenues and much of their future growth, while the latter seeks to contain China by depriving it of US technology.

Scope

  • This sector scorecard provides a top-down, comprehensive outlook for the key players in the semiconductor sector over the next two years, based on the key themes set to transform their industry landscape.

Reasons to Buy

  • Companies that invest in the right themes become success stories; those that miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders that invade your sector.
  • To help our clients gain a competitive advantage, we have developed GlobalData's thematic research ecosystem. This single, integrated global research platform provides an easy-to-use framework for tracking all themes across all companies in all sectors.
  • This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats.

Table of Contents

Table of Contents

Executive summary

  • Introduction
  • Sector performance
  • Top 10 themes
  • Semiconductor sector scorecard
  • Thematic methodology