Global Semiconductor Devices Outlook, 2022

Global Semiconductor Devices Outlook, 2022

The Convergence of 5G, IoT, and AI/ML and Advancements in Mobility (led by EVs and AVs) will Lead to Accelerated Demand for Semiconductor Devices Across all Process Nodes

RELEASE DATE
03-Mar-2022
REGION
Global
Research Code: K6B2-01-00-00-00
SKU: ES01213-GL-MO_26335
$4,950.00
In stock
SKU
ES01213-GL-MO_26335
$4,950.00
DownloadLink

Pay by invoice

ENQUIRE NOW

Description

The global semiconductors industry registered growth in 2020 after declining by 12.0% in 2019. Growth in 2020 was attributed to the increasing sales of notebooks, tablets, and datacenter (DC) products.

In 2021 (and beyond), growth will be driven by the technology convergence of connectivity and AI/ML, which will be the core of product development activities across all verticals. The increased deployment of 5G, the rising adoption of 5G smartphones, the increasing electronics content in automotive, the migration to EVs and AVs, factory automation, and the proliferation of IoT devices in smart homes are key trends that will drive future market growth.

Smartphones and PCs, which were traditionally viewed as key indicators for semiconductor market performance, will not remain the sole indicators, going forward. Market participants will witness significant customer base expansion across several verticals (automotive, most importantly).
While the semiconductor devices market witnesses a surge in demand, the lack of sufficient capacity is restraining revenue realization opportunity in the short term. Beyond the demand-supply gap, the market also faces several challenges, including the geopolitical chaos and the skills shortage.

In such a scenario, it is important to understand the demand for semiconductor devices in the short term and the key growth opportunities from 2022 to 2025; as a result, stakeholders can develop strategies and action plans to accelerate growth.

This Frost & Sullivan study aims to provide an outlook of the semiconductor devices market for 2022. It identifies emerging trends and growth opportunities across key end users and regions. Some important aspects—from a device standpoint—include evolving design, technology nodes, and materials across emerging applications such as AI, 5G, IoT, EVs, connected cars, and AVs. The study also aims to understand the impact of the chip shortage, supply chain issues, and the impact of the US-China trade war. It highlights significant technological innovation across equipment, equipment subsystems, material, and technology nodes.

Key Issues Addressed

  • Will the semiconductor devices market grow in 2022 or will it witness a decline in demand?
  • What are the key underlying trends? What are the important market growth drivers?
  • Will the demand-supply gap ease in 2022?
  • How does the demand for end-user products impact market growth? How do the technological trends in end-user verticals impact growth? 
  • Are new companies expected to enter this space?
  • Which verticals should be prioritized to realize short-term growth opportunities?
  • What are the key growth opportunities across different end-user verticals?
  • Are new semiconductor device classes emerging?

Author: Prabhu Karunakaran

Table of Contents

Key Highlights

Key Challenges

Revenue Forecast

Top Predictions for 2022

Why Is It Increasingly Difficult To Grow?

The Strategic Imperative 8™

The Impact of the Top Three Strategic Imperatives on the Semiconductor Devices Market

Growth Opportunities Fuel the Growth Pipeline Engine™

Research Scope

Market Segmentation

COVID-19 Impact on Global GDP Growth (by Quarter)

COVID-19 Impact on GDP Growth for Key Regions and Countries (by Quarter)

COVID-19 Impact and Forecast GDP Growth for Key Regions

Impact of China’s Energy Crisis on the Global Semiconductor Devices Market

Impact of China’s Energy Crisis on the Global Semiconductor Devices Market (continued)

Why did the Semiconductors Industry Land in this Scenario?

The Chip Shortage—Primarily due to the Large Demand-Supply Gap

How Long is the Chip Shortage Expected to Last?

Is Fab Capacity Addition the Only Way to Overcome the Chip Shortage?

Revenue by Sector, 2020–2022

Revenue by Region, 2021 and 2022

Revenue by Segment, 2018–2022

Revenue by Segment, 2018–2022 (continued)

Key Predictions for 2022

Prediction 1—High-volume Sales of Mid-level 5G-enabled Smartphones will be a Critical Growth Factor in 2022

Prediction 2—The Rising EV Adoption will Drive Semiconductors Industry Growth

Prediction 3—AVs will Increase Semiconductor Usage and Employ Advanced Technology Nodes

Prediction 4—The Convergence of IoT and Edge Intelligence will Drive the Adoption of Semiconductor Devices

Prediction 5—Dominance of NVMe, New Flash Technologies, and Rising Demand for HCI will Drive Opportunities in Accelerated Storage

Prediction 6—Industry 4.0 Implementation will not only Scale Demand for Semiconductors but will also Improve the Operational Efficiency of Fabs

Smartphone Semiconductor Devices Segment—A Snapshot

Key Growth Opportunities, 2021–2025

Companies to Watch out for

Key Companies

Key Trends

Key Trends (continued)

Personal Computing Semiconductor Devices Segment—A Snapshot

Key Growth Opportunities, 2021–2025

Companies to Watch Out for

Key Companies

Datacenter Semiconductor Devices Segment—A Snapshot

What Drives the Need to Scale Datacenters?

Key Growth Opportunities, 2021–2025

Companies to Watch Out for

Key Companies

Key Trends, Accelerated Storage

Key Trends, Accelerated Storage (continued)

Key Trends, Accelerated Storage (continued)

Networking Semiconductor Devices Segment—A Snapshot

Key Growth Opportunities, 2021–2025

Key Growth Opportunities for Small Cells, 2021–2025

Companies to Watch Out for

Key Companies

Key Trends, 6G

Consumer Electronics Semiconductor Devices Segment—A Snapshot

Key Growth Opportunities, 2021–2025

Companies to Watch Out for

Key Companies

Key Technology Trends, Edge AI

Automotive Semiconductor Devices Segment—A Snapshot

Key Growth Opportunities, 2021–2025

Companies to Watch Out for

Key Companies

Industrial Semiconductor Devices Segment—A Snapshot

Key Growth Opportunities, 2021–2025

Companies to Watch Out for

Key Companies

2022 Predictions—North America: The United States

2022 Predictions—Europe (Including Israel)

2022 Predictions—Asia-Pacific: Japan and South Korea

2022 Predictions—Asia-Pacific: China

2022 Predictions—Asia-Pacific: Taiwan

2022 Predictions—Rest of Asia-Pacific

Growth Opportunity 1—Industry 4.0 Implementation to Reduce the Demand-Supply Gap

Growth Opportunity 1—Industry 4.0 Implementation to Reduce the Demand-Supply Gap (continued)

Growth Opportunity 2—Advancements in SSDs to Drive Storage Demand in Datacenters

Growth Opportunity 2—Advancements in SSDs to Drive Storage Demand in Datacenters (continued)

Growth Opportunity 3—Development of Strategic Partnerships with Automotive Value Chain Stakeholders to Drive EV and AV Growth

Growth Opportunity 3—Development of Strategic Partnerships with Automotive Value Chain Stakeholders to Drive EV and AV Growth (continued)

Key Conclusions

Partial List of Abbreviations and Acronyms Used in the Study

List of Exhibits

List of Exhibits (continued)

Legal Disclaimer

Related Research
The global semiconductors industry registered growth in 2020 after declining by 12.0% in 2019. Growth in 2020 was attributed to the increasing sales of notebooks, tablets, and datacenter (DC) products. In 2021 (and beyond), growth will be driven by the technology convergence of connectivity and AI/ML, which will be the core of product development activities across all verticals. The increased deployment of 5G, the rising adoption of 5G smartphones, the increasing electronics content in automotive, the migration to EVs and AVs, factory automation, and the proliferation of IoT devices in smart homes are key trends that will drive future market growth. Smartphones and PCs, which were traditionally viewed as key indicators for semiconductor market performance, will not remain the sole indicators, going forward. Market participants will witness significant customer base expansion across several verticals (automotive, most importantly). While the semiconductor devices market witnesses a surge in demand, the lack of sufficient capacity is restraining revenue realization opportunity in the short term. Beyond the demand-supply gap, the market also faces several challenges, including the geopolitical chaos and the skills shortage. In such a scenario, it is important to understand the demand for semiconductor devices in the short term and the key growth opportunities from 2022 to 2025; as a result, stakeholders can develop strategies and action plans to accelerate growth. This Frost & Sullivan study aims to provide an outlook of the semiconductor devices market for 2022. It identifies emerging trends and growth opportunities across key end users and regions. Some important aspects—from a device standpoint—include evolving design, technology nodes, and materials across emerging applications such as AI, 5G, IoT, EVs, connected cars, and AVs. The study also aims to understand the impact of the chip shortage, supply chain issues, and the impact of the US-China trade war. It highlights significant technological innovation across equipment, equipment subsystems, material, and technology nodes.--BEGIN PROMO--

Key Issues Addressed

  • Will the semiconductor devices market grow in 2022 or will it witness a decline in demand
  • What are the key underlying trends What are the important market growth drivers
  • Will the demand-supply gap ease in 2022
  • How does the demand for end-user products impact market growth How do the technological trends in end-user verticals impact growth 
  • Are new companies expected to enter this space
  • Which verticals should be prioritized to realize short-term growth opportunities
  • What are the key growth opportunities across different end-user verticals
  • Are new semiconductor device classes emerging

Author: Prabhu Karunakaran

More Information
No Index No
Podcast No
Author Prabhu Karunakaran
Industries Electronics and Sensors
WIP Number K6B2-01-00-00-00
Is Prebook No
GPS Codes 959,495,939,952