半导体行业的发展趋势 2010 普华永道(3)

中国半导体行业历史及现状

A change of pace for the semiconductor industry?

Preface

Innovation drives the semiconductor industry, and in turn its chips form the

heart of modern industrial societies. Chips are at the essential core of mobile

telephones, computers, flat-screen monitors and television sets, a wide range of

medical procedures including CT scans, ultrasound and X-rays, and they play

an enormous role in today’s sophisticated cars and aircraft. The number of

installed semiconductor components expands constantly, so it would be easy to

assume that the semiconductor industry is experiencing a golden era. However,

despite the increasing demand for chips, hardly any other sector has been hit

so hard by the current economic crisis.

How will the market for chips develop in the next few years? What business

models will prove to be robust during the crisis and beyond? Where are the

current opportunities? What are the critical factors of success? This study

considers those and other essential questions.

Apart from an analysis of the production process and the subsequent value

chain, this study comprises a benchmark analysis of the main segments of the

semiconductor industry. Experts who offer their view of technological and

economic developments in interviews include Professor Doris Schmitt-

Landsiedel, Technische Universität München; Professor Jürgen Becker and

Professor Michael Siegel, Karlsruher Institut für Technologie; Peter Wennink,

ASML; Andrea Cuomo, STMicroelectronics; and Herbert Halamek, Continental.

In addition to the interviews, we had fruitful discussions with Carla Sinanian,

NXP Semiconductors; Dr Peter Hardt, Infineon Technologies; and Dr Helmut

Lagger and Ulrich Schoen, Nokia Siemens Networks. We appreciate all these

contributions and thank the participants for their cooperation and wisdom. We

particularly thank Peter Bauer, Infineon Technologies, who has enhanced our

study with a guest article.

The aim of this study is to identify issues which will be the driving force behind

the market in the next few years and to use this analysis to recommend action

for semiconductor companies (some of which have already acted and are now

well poised to meet the challenges of the future). Which products, which

components and which regions have to be considered is the subject of our

sales forecast. Our study focuses particularly on the European perspective.

Are there indications of a change of pace for the semiconductor industry? Join

our journey into the complex world of the semiconductor industry.

If you would like further information, or to discuss any of the findings in our

report and how they might impact your business, please do not hesitate to

contact either of us (raman.chitkara@ or

werner.ballhaus@) or any member of our technology team listed in

the back of this document.

Düsseldorf, November 2009

Raman Chitkara Werner Ballhaus

Global Technology Leader German Technology, Media and

Telecommunications Leader

Preface

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