Semiconductor Sector Scorecard, 2021 Update – Thematic Research

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).

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.

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.

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.

Companies mentioned

Aixtron

Alibaba

Alphabet

Amazon

Ambarella

AMD

AMS

Analog Devices

Apple

Applied Materials

ASML Holding

Baidu

Broadcom

Cadence Design Systems

Cambricon

Cirrus Logic

Dialog

Diodes

Graphcore

Himax

IBM

Infineon

Intel

LAM Research

Marvell

Maxim

MediaTek

Melexis

Microchip

Micron

Microsoft

Monolithic Power Systems

Nanya Tech

Nvidia

NXP

On Semiconductor

Qorvo

Qualcomm

Renesas

Rohm

Samsung Electronics

Silicon Labs

Silicon Motion

SK Hynix

Skyworks

SMIC

Softbank

STMicroelectronics

Synopsys

Teradyne

Tesla

Texas Instruments

Tokyo Electron

TSMC

UMC

Xilinx

Table of Contents

Executive summary

Introduction

Sector performance

Top 10 themes

Semiconductor sector scorecard

Thematic methodology

    Pricing

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