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Localizing the global semiconductor value chain

信息技术2024-06-04理特咨询乐***

AI智能总结

EXECUTIVE SUMMARY

The semiconductor industry plays a pivotal role in empowering information and communications technologies (ICT), serving as foundational elements for sectors ranging from security and defense to automotive, aviation, energy, computing, communications, the Internet of Things (IoT), and artificial intelligence (AI). Semiconductors are crucial in modern vehicles, ensuring safety and efficiency, powering essential functions in aviation, driving renewable energy processes, and enabling high-tech manufacturing.

Market Dynamics:

The global semiconductor market reached USD 527 billion in 2023, with the largest demand from consumer electronics and industrial applications.
The top 30 technology equipment companies, including semiconductor firms like NVIDIA, TSMC, Samsung, Broadcom, and ASML, collectively account for approximately 85% of the total market capitalization of the top 100 technology firms.

Global Value Chain:

The semiconductor value chain is globally interconnected, with specialized roles distributed across regions.
Taiwan and South Korea hold a significant portion of advanced semiconductor manufacturing capacity, while China integrates these chips into final products.
The supply chain involves key actors including equipment manufacturers, tool providers, foundries, fabless chip companies, and assembly/test facilities.

Challenges and Countermeasures:

Geopolitical tensions, natural disasters, and demand fluctuations impact the industry, necessitating economic measures to strengthen supply chains.
Governments are implementing localization strategies to build resilient industries while integrating into the global value chain.
Initiatives like the US CHIPS Act and European Chips Act aim to boost domestic semiconductor manufacturing and innovation.

Scaling Up the Semiconductor Industry:

To scale up, focus areas include fostering engineering talent, supporting end-application industries, and addressing geopolitical complexities.
Strategic investments in emerging technologies and collaboration between countries are essential for long-term industry growth.

Conclusion:

The semiconductor industry is transforming amidst geopolitical challenges and evolving demand patterns, necessitating proactive strategies to localize while maintaining global integration. Governments and industry leaders must navigate these complexities to ensure economic benefits, resilience, and technological advancement in their semiconductor sectors.

2024 LOCALIZINGTHEGLOBAL SEMICONDUCTORVALUECHAIN Strategizingforgrowth whilebuildingresiliencein therapidlyevolvingindustry CONTENT EXECUTIVESUMMARY3 1.EMPOWERINGICT:THECRUCIALROLE OFSEMICONDUCTORS4 2.DECODINGTODAY’SSEMICONDUCTOR VALUECHAIN6 3.TURBULENCEINSEMICONDUCTOR INDUSTRY:RECENTEVENTS10 4.ECONOMICCOUNTERMEASURESFORSEMICONDUCTORSUPPLY CHAINSHOCKS14 5.SCALINGUPTHESEMICONDUCTOR TECHNOLOGYINDUSTRYVALUECHAIN18 CONCLUSION20 SHINICHIAKAYAMA Partner,Telecommunications,InformationTechnology,Media&Electronics(TIME)Practice,Japan DANIELCHOW Principal,InnovationPractice,SoutheastAsia SUBRATGUPTA Manager,TIMEPractice,SoutheastAsia WewouldliketoacknowledgeallthosewhocontributedinthereviewofthisReport,especially:Dr.KlausSchmitz,YumaIto,AbhishekSrivastava,andJavierSoong. 2 EXECUTIVESUMMARY Semiconductorsarethebedrockofmoderninformationandcommunicationstechnologies(ICT).Withinahighlyglobalizedyetspecializedsemiconductorvaluechain,seismicshifts areunderwayamidsupplychainchallengesstemmingfromgeopoliticalissuesanddemand-supplyimbalances.Globalinterdependenciescharacterizethesupplychain,highlightingvulnerabilitiestoenvironmental,geopolitical,economic,andtechnologicalrisks.Consequently,governmentsmustproactivelyanticipateandadeptlynavigateglobalintricaciesastheyarchitectrobustandefficientlocalsemiconductorindustriesintertwinedwiththeglobalvaluechainandyetsufficientlylocalizedtoensurebothlocaleconomicbenefitandresilienceagainstpotentialfuturechipshortages. Recentglobalevents,includingnaturaldisasters,geopoliticalconflicts,andtradedisputes,havestressedthesemiconductorindustry,leadingtosupplyshortagesandeconomicimpacts.Environmentalriskslikedroughtsandpandemicsdisruptsupplychains,whileeconomicriskssuchasdemandsurgesstrainproductioncapacities.Technologicalrisks,includingcyberattacks,compromiseoperationalefficiencyanddatasecurity.Tradedisputes,particularlybetweentheUSandChina,furtherdisruptsupplychainsandmarketstability. Toaddressthesechallenges,governmentsareimplementingvariouscountermeasurestobolstersemiconductorsupplychains.Localizationeffortsaimtoenhanceindustryresilienceandreducerelianceonforeignsuppliers.InitiativesliketheUSCreatingHelpfulIncentivestoProduceSemiconductors(CHIPS)ActandtheEuropeanChipsActincentivizedomesticsemiconductormanufacturingand innovation.Countriesinregionsaroundtheglobeareinvestingheavilyinsemiconductordevelopmenttosecuresupplychainsanddriveeconomicgrowth. Scalingupthesemiconductorindustryrequiresfosteringengineeringtalent,promotingend-applicationindustries,andnavigatinggeopoliticalcomplexities.Governmentsmustreviewfiscalmeasures,attractskilledtalent,andsupportindustriesthatrelyonsemiconductortechnology.Collaborationbetweencountriesandstrategicinvestmentsinemergingandfrontiersemiconductortechnologiesareessentialforsustainingindustrygrowth. 1.EMPOWERINGICT:THECRUCIALROLEOFSEMICONDUCTORS Thesemiconductorindustryisofstrategicimportancetoacountry’seconomicdevelopment,technologydevelopment,andsecurity.Besidesbeingcriticalbuilding blocksforsecurityanddefenseapplications,semiconductorsarealsoessentialenablersforseveralindustrialapplications,numerous physicalapplicationsorproducts,andsoftware-enabledtechnologiesliketheInternetofThings(IoT)andAI.Theseapplicationsspanindustries,products,andfunctions. Industry -Automotive.Semiconductorsareessentialinautomotivetechnologyandpower electronics,drivingcrucialsystemslikeenginemanagement,safetyfeatures,andinfotainment,enhancingbothperformanceandsafetyinmodernvehicles. -Aviation.Semiconductorspoweressentialaviationfunctions,includingflightcontrols, navigation,andcommunications,ensuringsafetyandefficiencyinmodernaircraft. -Energy.Semiconductorsarethebasisforrenewableenergies,suchassolarpowerand windturbineenergysystems.Theyareusedforessentialprocesseslikepowerconversionaswellastransmissionofpowertothegrid. Products -Sensors.Semiconductorsareusedtocreatesensorsthatcandetectlight,heat,motion, andotherphysicalphenomena. -Modernmedicaldevices.Medicaldevicescombinelifesciencesandsemiconductors forwellnessandhealthcare.Thesecanincludewearablesensorsforhealthmonitoring,medicalrobotics,advancedimagingtechnologiesforhigh-resolutionultrasound,neuralinterfacetechnologies,andimplantabledevicesfortraumaintervention. SEMICONDUCTORCHIPSAREPIVOTALFORHIGH-TECHMANUFACTURINGANDARECRUCIALFOR ENABLINGAI Thesetechnologiesmayrelyonadvancedsemiconductorstoassistwithdatacollectionandprocessingforactionablefeedbackortohelpnavigatewithinthebodyforappropriatetreatment. Functions -Computing.Thesemiconductorindustryproducesmicroprocessorsandmemory chips,whicharetheprimarycomponentsincomputers,servers,anddatacenters.Thesedevicesareusedinvariousindustries,fromfinanceandhealthcaretomanufacturingandlogistics. -Communications.Semiconductorsareusedtoproducecellphones,satellitesystems, andothercommunicationsdevices.Theyarealsousedtocreaterouters,switches,andothernetworkingequipmentthatenablecommunicationsbetweendevices. -IoT.SemiconductorchipsareusedinIoTdevicestorunbothbusinessandpersonal errands.Asre

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