Unless we are planning to go back to the cave age, which by the way is a terrible idea since caves typically are bat habitat, I believe that industry demand and human resilience will push the semiconductor industry to reboot asap.

Yes, there has been a setback of unimaginable proportions, yet the way I see it, the industry will take a hit, but will definitely stay standing.

What\u2019s more, the semiconductor industry will work towards building a robust contingency code into its DNA and we will see a lot of innovation in the days ahead. This is an imperative, not an option, and here\u2019s why...<\/p>

Semiconductors play an important role in almost every industry, either directly or indirectly. They support healthcare and medical devices, telecommunications, aerospace equipment, national security systems, finance, transportation, energy, agriculture, and manufacturing and are the key components of technologies that drive infrastructure such as water systems, energy grids, and communications. From being used for temperature sensors used in air conditioners to rice cookers, to CPUs, to PCs, to smartphones, to wired and wireless communications, to digital cameras, to televisions, to washing machines, to refrigerators, to LEDbulbs, to bank ATMs, to trains, to the internet, to servers, to televisions, to satellite systems, to advanced medical care systems, automated vehicles, and other industrial applications, semiconductors are used almost everywhere where precision engineering is integral.<\/p>

It, therefore, stands to reason that all these industries will be in a hurry to catch up where they left off almost four months ago, before the pandemic struck and industry came to a standstill.<\/p>

Having said that, even in my most optimistic vision, I think the semiconductor industry will experience a setback for about half a year. We stand now, where we were in December 2019. Since the crisis is nowhere near over and we are dealing with loads of new normals, we need to draw up a map of where we want to go and how we plan to get there, even if the skies seem cloudy right now and it might rain on the way!

A few personal insights here, based on decades of market understanding, studies, surveys, reports, and one on one conversations with industry leaders and decision-makers:<\/p>

• South Korea and Taiwan have not suffered noticeable manufacturing loss<\/li>
• USA is asking for the semiconductor industry to be declared as essential infrastructure\u2019 and\/or \u2018essential business\u2019<\/li>
• China which accounts for almost 50 percent of the world\u2019s consumption of semiconductors took a knock for a whole quarter, but has started operations again<\/li>
• Board-level design and software development work had slowed down while people adjusted to the new normal of working from home, but in China as well as India, this is picking up<\/li>
• There have been disruptions and delays in the supply chain in the case of design and development for Chip Package and Chip Test from China and Electronics System design and manufacturing in China and India<\/li>
• The world over, companies will delay planned hardware upgrades and other long-term migration projects<\/li>
• There will be increased server demands and a strong uptick in video streaming and conferencing as more people work from home Demand for enterprise IT and enterprise cloud solutions is expected to remain stable<\/li>
• Consumers will upgrade their private IT infrastructure to support their work or homeschooling activities<\/li>
• There will be an increase in video streaming across many networks<\/li>
• In areas that have not launched 5G networks, telecom providers will postpone investments and focus on improving their existing networks to accommodate rising data traffic instead<\/li> <\/ul>

  In the near-term, semiconductor manufacturers need to do more than merely handle operational challenges during the economic downturn, if they want to emerge stronger post the COVID-19 crisis. To begin with, they mustassess the potential risks and vulnerability of today\u2019s electronics and semiconductor value chain model. The semiconductor industry must consider transforming its global supply chain model to ensure foolproof business continuity plans in the future. Many companies have geographically concentrated manufacturing to realize the benefits of favorable incentives, tax structures, low-cost labor, and synergies with both suppliers and customers. In the long-term, these companies should consider examining their supply chain strategy and operating model to address the risks of geographical concentration and lack of resiliency. These companies must develop domestic or alternate self-sufficiency models.<\/p>

  In the last few decades, there\u2019s been a complete transformation in the value chain offerings, both for Indian companies and also for global companies operating out of India. India has been making valuable contributions in terms of highly skilled and experienced manpower, cutting-edge technologies, and next-generation architectures that are of prime interest to the semiconductor industry. This is the time to put these strengths to good use.<\/p>","blog_img":"","posted_date":"2020-05-12 18:18:17","modified_date":"2020-05-12 18:19:07","featured":"0","status":"Y","seo_title":"Resilience and demand will reboot the semiconductor industry in 2020 and beyond","seo_url":"resilience-and-demand-will-reboot-the-semiconductor-industry-in-2020-and-beyond","url":"\/\/www.iser-br.com\/tele-talk\/resilience-and-demand-will-reboot-the-semiconductor-industry-in-2020-and-beyond\/4258","url_seo":"resilience-and-demand-will-reboot-the-semiconductor-industry-in-2020-and-beyond"}">

  除非我们打算回到洞穴时代,这是一个可怕的想法因为洞穴通常是蝙蝠的栖息地,我相信行业需求和人类韧性将推动半导体行业尽快重新启动。
  
  是的,有一个难以想象的巨大挫折的比例,但在我看来,这个行业将遭受打击,但肯定会呆站着。
  
  更重要的是,半导体行业将致力于构建一个健壮的应急代码到它的DNA,我们将在未来的日子里看到很多创新。这是一个命令,不是一种选择,这是为什么…

  半导体发挥重要作用在几乎每一个行业,都直接或间接地。他们支持医疗和医疗设备、电信、航空航天设备、国家安全系统、金融、交通、能源、农业、制造业和技术驱动的关键组件是基础设施,如供水系统、电网、通信。用于温度传感器用于空调,电饭煲、cpu、个人电脑、智能手机、有线和无线通讯,数码相机,电视,洗衣机,冰箱,LEDbulbs,银行自动取款机,火车,网络,服务器,电视,卫星系统,先进的医疗保健系统,自动汽车,几乎在任何地方都使用和其他工业应用,半导体精密工程的积分。

  ,因此,理所当然,所有这些行业将急于赶上他们离开几乎四个月前,大流行发生前和行业停滞不前。

  已经说过,即使在我最乐观的设想,我认为,半导体行业将经历一次挫折大约半年。我们现在站,我们在2019年12月。自金融危机远未结束,我们正在处理大量新法线,我们需要起草一份地图,我们想去的地方和我们如何计划,即使现在似乎天空多云,路上可能会下雨!
  
  一些个人见解,根据几十年的市场了解,研究,调查,报告,和一个在一个与行业领导者和决策者的对话:

  • 韩国和台湾没有遭受明显的生产损失
  • 美国要求声明为基本的半导体行业基础设施”和/或“基本业务
  • 中国几乎占世界上50%的消费半导体敲了整整一个季度,但已经开始行动了
  • 董事会层面的设计和软件开发工作已经放缓,人们在家工作的适应新标准,但在中国和印度,这是捡
  • 有供应链的中断和延迟的情况下为芯片设计和开发方案和芯片测试来自中国和电子系统设计和制造在中国和印度
  • 世界各地,公司计划将推迟硬件升级和其他长期移植项目
  • 会有增加服务器需求和强劲上扬视频流和会议越来越多的人在家工作对企业IT和企业云解决方案的需求预计将保持稳定
  • 消费者将升级他们的私人IT基础设施来支持他们的工作或在家教育活动
  • 会有提高视频流在许多网络
  • 地区尚未推出5 g网络,电信服务提供商将推迟投资,专注于改善其现有的网络,以适应不断增长的数据流量

  在近期,半导体制造商需要做更多的不仅仅是处理业务挑战在经济衰退期间,如果他们想把更加强大COVID-19危机。首先,他们的潜在风险和脆弱性mustassess今天的电子和半导体价值链模型。半导体行业必须考虑将其全球供应链模型,以确保万无一失的业务连续性计划在未来。许多公司在地理上集中生产,实现良好的激励措施的好处,税收结构,低成本劳动力,与供应商和客户的协同效应。从长远来看,这些公司应该考虑检查他们的供应链战略和操作模式来解决地理集中和缺乏弹性的风险。这些公司必须开发国内自给自足或替代模型。

  在过去的几十年里,有一个完全的转变在价值链,为印度公司和印度的全球运营的公司。印度已经做出了宝贵的贡献高技能和经验丰富的人力资源,先进的技术,和新一代架构的主要的半导体行业感兴趣。这是时间好好利用这些优势。

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