"You're running, and the original advantage holders are also running."
This sentence very aptly summarizes the 2019 semiconductor market. Global political and economic turbulence, continuous technological disruption, the end of the long prosperity cycle, and uneven distribution of production capacity have all brought unprecedented challenges to the semiconductor industry.
Eight major predictions from veteran semiconductor giants for 2020:
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5G will drive chip demand growth: The commercialization of 5G networks will drive demand for related chips.
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AI chips will continue to be hot: The artificial intelligence market will continue to expand, driving demand for AI chips.
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Automotive electronics will become a new growth point: The development of electric vehicles and autonomous driving will drive demand for automotive chips.
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Memory market will recover: After the price decline in 2019, the memory market is expected to recover in 2020.
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Advanced manufacturing processes will continue to advance: 5nm and 3nm processes will continue to advance.
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Packaging technology will continue to innovate: Advanced packaging technologies such as 3D packaging and SiP will continue to develop.
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Semiconductor M&A will continue: Industry consolidation will continue to deepen.
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Supply chain security will receive more attention: Companies will pay more attention to supply chain diversification and security.
