TECH SUPPLIER Jul 2022 - Market Presentation - Doc # US49483022

Midway Through the Year: Are We at the Peak of This Current Semicycle? Where Do We Go from Here?

By:

Mario Morales
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Abstract

This IDC Market Presentation was used for the keynote at SEMICON West in San Francisco, California, on July 11, 2022.

Semiconductor industry growth remains intact this year despite the mounting headwinds of the macroenvironment, including inflation and fiscal policies required to contain the impact to spending, as well as the shutdowns in China and the impact of the Russia-Ukraine War. We expect that silicon content per system will continue to outperform the moderating volumes in key markets such as smartphones and PCs. On a secular basis, digital transformation, ongoing cloud and edge infrastructure builds, and automotive electrification will continue to reshape the competitive landscape and requirements for ever more technology from semiconductor suppliers.

Join us as we share IDC's perspective on the current cycle and wildcards to prepare for and size the revenue opportunity of the key segments of our industry over the next five years.

This presentation covers:

  • Key takeaways
  • Supply chain constraints: Where are we today?
  • Demand outlook and LTAs this year that are key to balancing supply constraints
  • Long-term market demand drivers
  • Total semiconductor market forecast and share trends

Coverage

Content
  • 21 slides


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