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Semiconductor opportunities brought by cars

With the rise of new applications such as artificial intelligence and the Internet of Things, global terminal time has begun to undergo new changes, which has led to changes in the upstream semiconductor industry. Here, Deloitte brings us some of their views on the future of automotive semiconductors.

Currently, the technology behind many of the cutting-edge digital devices we use depends on semiconductors. Due to the development of emerging technologies such as driverless, artificial intelligence, 5G and Internet of Things, as well as continued investment in technology research and development and fierce competition among major players in the market, the global semiconductor industry is expected to continue to grow steadily in the next decade.

East Asia (China, Japan, South Korea and Taiwan) has gathered some of the world's most important semiconductor manufacturers. Benefiting from economic growth, the rise of mobile communications and the development of cloud computing, East Asia has become a hot spot for the development of the semiconductor industry. China controls almost half of the market value, with the mainland market and the world's leading original design manufacturers (such as Foxconn and Quanta Computer) and wafer foundries (such as TSMC) based in Taiwan and serving the world each accounting for 50% of total demand. %. China is striving to build a fully self-sufficient semiconductor industry while striving to become a global industry engine. On the other hand, Japan is an important producer of semiconductor materials, high-end devices and special semiconductors, and Korea is an absolute leader in high-bandwidth memory and dynamic random access memory markets.

The merger and acquisition activities of the semiconductor industry have reached a peak, and professional vertical integration has gradually become the focus of the industry. Japan and South Korea are trying to revive their semiconductor industry through acquisitions, while at the same time, continued trade wars and intellectual property disputes will hinder China's massive investment in the world.

As the demand for consumer electronics products is saturated, the growth of the semiconductor industry will tend to be flat. However, many emerging areas will bring plenty of opportunities for the semiconductor industry, especially semiconductor applications for automotive and artificial intelligence.

In the automotive industry, the popularity of safety-related electronic systems has exploded. By 2022, the cost of automotive semiconductor components will reach $600 per car. Demand for automotive semiconductor devices such as micro-control units, sensors and memories has soared, and automotive semiconductor suppliers will benefit. In the next decade, the development of automation, electrification, digital interconnection and security systems will drive the growing number of semiconductor components in automotive electronics and subsystems.

The artificial intelligence semiconductor market is highly competitive, not only at the application level, but also at different levels of the semiconductor chip architecture. In order to improve efficiency and reduce costs, the application of artificial intelligence chips in data centers continues to grow, and the cloud technology field has become the largest market for artificial intelligence chips. Finally, China has become an important source of revenue for major semiconductor manufacturers worldwide, with many of them having more than half of their revenues from China. Multinational companies intending to enter the Chinese market should consider a variety of factors including policy, technology, marketing, logistics and global strategy. Multinational companies must clearly understand their environment and develop the best market entry strategy before entering the Chinese market.
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