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Building Self sufficiency in Semiconductor Manufacturing for Competitive Advantage
26-May-2023
Global
Market Research
K8CD-01-00-00-00
TM00730-GL-MT_27712
Semiconductors are essential blocks of all modern-day electronic devices and enable Mega Trends, such as connected and automated ecosystems across industries. However, supply chain disruptions resulting from the impact of the COVID-19 pandemic, the US-China trade war, and the China-Taiwan conflict are at the center of global semiconductor policies. Other disruptions, such as the Russo-Ukrainian War, South Korea-Japan tensions, and North Korea’s presence, continue to threaten the industry’s growth.
Countries are aggressively investing in strengthening their local semiconductor ecosystem to reduce the reliance on a few South Asian countries.
In addition, vendors are seeking to collaborate and strategize their regional investments to leverage government initiatives for chip localization.
The global study focuses on efforts by the semiconductor industry to strengthen its manufacturing footprint and value chain, including design and IP, assembly, testing, and packaging. Encompassing the semiconductor ecosystem across major global regions (United States, China, Europe, Japan, Taiwan, South Korea, and India), the deep-dive analysis highlights semiconductor policies, investments, and positioning across value chain processes. It also analyzes how various regions’ growth prospects will evolve over the next 10 years.
The report presents a roadmap for the selected regions, outlining strategic recommendations to sustain or gain a competitive advantage in the semiconductor ecosystem. Additionally, the study analyzes the feasibility of a highly globalized industry pursuing self-sufficiency, primarily growth opportunities related to reshoring, sustainability, friend-shoring, nearshoring, digital transformation, talent management, and ecosystem development.
The study also provides an analysis of additional critical areas:
• Chip lead times and future outlook
• Timeline of the industry disruption and transformation from trade war to tech war
• Strategic interests of policymakers for each process step in the semiconductor value chain
• Sustainability aspects of semiconductor manufacturing and the role of policies
• Impact of the policies on the semiconductor industry’s $1 trillion dream
Author: Navdeep Saboo
Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on Global Semiconductor Policies
Growth Opportunities Fuel the Growth Pipeline Engine™
Semiconductors—The New Oil Defining Global Geopolitics
Semiconductors—The New Oil Defining Global Geopolitics (continued)
Semiconductors—The New Oil Defining Global Geopolitics (continued)
Key Challenges
Long Wait for Semiconductors Continues
Timeline Analysis of the Semiconductor Debacle
From Trade War to Tech War
Semiconductor Manufacturing Value Chain
Semiconductor Manufacturing Value Chain Step Analysis
Semiconductor Manufacturing Value Chain Step Analysis (continued)
Strategic Interests for Policymakers Across Chip Manufacturing
Strategic Interests for Policymakers Across Chip Manufacturing (continued)
Strategic Interests for Policymakers Across Chip Manufacturing (continued)
Positioning of Countries in the Semiconductor Ecosystem—2022
Semiconductor Manufacturing Ecosystem—Share by Region, 2021
Semiconductor Manufacturing Ecosystem—Share by Region, 2021 (continued)
Top Countries—R&D Spending by Companies
US Semiconductor Industry
US Semiconductor Industry (continued)
What is the US CHIPS Act?
What is the US CHIPS Act? (continued)
US CHIPS Act—Funds Appropriation
US CHIPS Act—Funds Appropriation (continued)
Objectives of the CHIPS Act
United States—Notable Semiconductor Investments and Developments
United States—Notable Semiconductor Investments and Developments (continued)
US Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints and the Ideal Roadmap—United States
Chinese Semiconductor Industry
Chinese Semiconductor Policy
Chinese Semiconductor Policy (continued)
China’s Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints and the Ideal Roadmap—China
European Semiconductor Industry
European Semiconductor Policy
European Semiconductor Policy (continued)
Europe—Notable Semiconductor Investments and Developments
Europe’s Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints and the Ideal Roadmap—Europe
South Korean Semiconductor Industry
South Korean Semiconductor Initiatives
South Korean Semiconductor Initiatives (continued)
South Korea—Notable Semiconductor Investments and Developments
South Korea’s Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints & Ideal Roadmap—South Korea
Japanese Semiconductor Industry
Japanese Semiconductor Initiatives
Japanese Semiconductor Initiatives (continued)
Japanese Semiconductor Initiatives (continued)
Japan—Notable Semiconductor Investments and Developments
Japan’s Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints and the Ideal Roadmap—Japan
Taiwan Semiconductor Industry
Taiwan Semiconductor Industry (continued)
Taiwanese Semiconductor Initiatives
Taiwan—Notable Semiconductor Investments and Developments
Taiwan’s Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints and the Ideal Roadmap—Taiwan
Indian Semiconductor Industry
Indian Electronics Ecosystem and Demand for Chips
Indian Semiconductor Policy
Indian Semiconductor Policy (continued)
India—Notable Semiconductor Investments and Developments
India’s Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints and the Ideal Roadmap—India
Top 5 Trends in the Semiconductor Ecosystem for Sustainability and the Circular Economy
UN Sustainable Development Goals
The Semiconductor Climate Consortium
New York—Green CHIPS Initiative
Semiconductor Ecosystem Alignment with United Nations Sustainable Development Goals is Critical for the Path to Decarbonization
Environmental Challenge of Producing Semiconductors
Growth Opportunity 1: Digital Transformation for Efficiently Tackling Shocks
Growth Opportunity 1: Digital Transformation for Efficiently Tackling Shocks (continued)
Growth Opportunity 2: Increased Focus on Strategic Areas and Core Competencies
Growth Opportunity 2: Increased Focus on Strategic Areas and Core Competencies (continued)
Growth Opportunity 3: Aligning the Semiconductor Ecosystem with Sustainability Goals
Growth Opportunity 3: Aligning the Semiconductor Ecosystem with Sustainability Goals (continued)
Race for Semiconductor Self-sufficiency—A Potential Roadblock for the Industry’s $1 Trillion Dream?
Race for Semiconductor Self-sufficiency—A Potential Roadblock for the Industry’s $1 Trillion Dream? (continued)
Key Highlights and Takeaways
Key Highlights and Takeaways (continued)
List of Exhibits
List of Exhibits (continued)
Legal Disclaimer
List of Figures
- Global Semiconductor Industry, 2019–2022
- Global Semiconductor Fab Wafer Capacity by Wafer Size, 2022
- Global Semiconductor Capacity (Wafer Equivalent) by Technology Node, 2022
- R&D Spending across the Semiconductor Ecosystem* (%) by Top Countries, 2022 and 2021
- Notable Companies across the Semiconductor Value Chain, United States, 2022
- Semiconductor Industry, Imports and Exports, China, 2020–2022
- Notable Chinese Companies across the Semiconductor Value Chain, 2022
- Notable Semiconductor Companies in Europe, 2022
- South Korean Semiconductor Industry, 2020 and 2021
- South Korean Semiconductor Industry Vision and Targets 2030 (Relative to 2020)
- Notable Semiconductor Companies in South Korea, 2022
- Japanese Semiconductor Industry, Imports and Exports, 2020 and 2021
- Notable Semiconductor Companies in Japan, 2022
- Taiwan Semiconductor Industry, 2020 and 2021
- Notable Semiconductor Companies in Taiwan, 2022
- Taiwan Semiconductor Imports and Exports by Region, 2021
- Taiwan Semiconductor Imports and Exports, 2018–2022
- Indian Electronics Consumption, fiscal year (FY) (April–March), 2016–2022
- Subsidy/Incentive Scheme for Ecosystem Development (the Scheme for Promotion of Manufacturing of Electronic Components and Semiconductors), India, 2022
- Subsidy/Incentive Scheme for Semiconductor Fabs (Applicable across All Technology Nodes, India, 2022
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| Deliverable Type | Market Research |
|---|---|
| Author | Navdeep Saboo |
| Industries | Test and Measurement Instrumentation |
| No Index | No |
| Is Prebook | No |
| Keyword 1 | semiconductor industry |
| Keyword 2 | semiconductor industry analysis |
| Keyword 3 | semiconductor policy |
| List of Charts and Figures | Global Semiconductor Industry, 2019–2022~ Global Semiconductor Fab Wafer Capacity by Wafer Size, 2022~ Global Semiconductor Capacity (Wafer Equivalent) by Technology Node, 2022~ R&D Spending across the Semiconductor Ecosystem* (%) by Top Countries, 2022 and 2021~ Notable Companies across the Semiconductor Value Chain, United States, 2022~ Semiconductor Industry, Imports and Exports, China, 2020–2022~ Notable Chinese Companies across the Semiconductor Value Chain, 2022~ Notable Semiconductor Companies in Europe, 2022~ South Korean Semiconductor Industry, 2020 and 2021~ South Korean Semiconductor Industry Vision and Targets 2030 (Relative to 2020)~ Notable Semiconductor Companies in South Korea, 2022~ Japanese Semiconductor Industry, Imports and Exports, 2020 and 2021~ Notable Semiconductor Companies in Japan, 2022~ Taiwan Semiconductor Industry, 2020 and 2021~ Notable Semiconductor Companies in Taiwan, 2022~ Taiwan Semiconductor Imports and Exports by Region, 2021~ Taiwan Semiconductor Imports and Exports, 2018–2022~ Indian Electronics Consumption, fiscal year (FY) (April–March), 2016–2022~ Subsidy/Incentive Scheme for Ecosystem Development (the Scheme for Promotion of Manufacturing of Electronic Components and Semiconductors), India, 2022~ Subsidy/Incentive Scheme for Semiconductor Fabs (Applicable across All Technology Nodes, India, 2022~ |
| Podcast | No |
| WIP Number | K8CD-01-00-00-00 |
Global Policy Analysis on Semiconductor Localization
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