wipro semiconductor industry presentation - rising up the value chain

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Semiconductor Industry:

Rising up the Value Chain


The semiconductor industry is being

reshaped, as end-market demands

from consumer electronics, mobile

devices, computing, entertainment,

automotive, aviation and healthcare

— all call for innovation.

The industry is therefore being forced

to build downstream capabilities,

get closer to the customer, and rise

up the value chain.


Increasing focus and deepening value

• It is expected that Systems on Package technology (SIP) will see component density on boards double every year.

• The impact this giant change will have on integration platforms, manufacturing techniques and product design is staggering — products will shrink by a factor of many hundreds and even thousands, rather than the factor of 10 expected every few years now.

• The component density may not result in a directly proportional increase in computing power leading to rapid innovations in end products.

• For the industry, these developments spell an increase in focus and deepening of value as it grows closer to end OEMs.


Drivers of change

The main drivers of change are:

New materials and technology

Evolution of the end consumer

market


New Materials and Technology: Shape of Things to Come

Plastic/ flexible materials are being experimented with as

an alternative to the rigid silicon based

semiconductors.

New high-speed organic semiconductors could allow

displays to bend.

Next generation alternatives to silicon such as amorphous oxide semiconductors, carbon

nanotubes, quantum dots, Graphene, Molybdenite etc. could change the industry

shape and dynamics.

As chips shrink from the 40nm technology node to

28nm, 20nm, with 14nm next, more cost effective design processes/ rules can be created where traditional scaling techniques fail.

3D ICs are being tried out.


End Consumer Markets: the Change Agents

As the number of electronic devices multiply, so does the demand for semiconductors.

Today's automobiles have begun to use an increasing

amount of chips in equipment for video detection (to prevent

collisions), infotainment, navigation and system

diagnostics.

Medical equipment (CT machines, patient monitoring systems, cardiac implants, lab

instrumentation etc.) is dependent on large silicon

content.

The proliferation of tablets has become a major game

changer.


Critical trends of the end consumer market

Devices with different form factors across industry

segments like consumer electronics, mobile devices, computing, automotive, etc are converging, leading to innovation in uniform user

experience

Devices that demand energy efficiency are

leading to innovations in power management - from low power to no

power.

The proliferation in the Internet of Things is

driving innovations in semiconductors to enable ubiquitous

computing


The road into the future

The industry today is grappling with several questions:

• As phones and cameras converge, will people opt for just one

device? Will this reduce the demand for semiconductors?

• Will convergence lead to products using a variety of platforms

and features, thus fragmenting markets and bringing an end to

high volume markets?

• Will markets opt for multiple products and adopt faster use-

and-discard cycles, thereby fueling demand for

semiconductors?

Ultimately, it appears that the semiconductor industry will have

to partner more closely with end device manufacturers to retain

stability through these changing times.


For more details please visit the link below :

http://www.wipro.com/Documents/Semiconductor_Industry_Rising_up

_the_value_chain.pdf

http://www.wipro.com/Documents/Semiconductor_Industry_Rising_up_the_value_chain.pdf

http://www.wipro.com/Documents/Semiconductor_Industry_Rising_up_the_value_chain.pdf


About Wipro Council for Industry Research

The Wipro Council for Industry Research, comprised of domain and

technology experts from the organization, aims to address the needs of

customers by specifically looking at innovative strategies that will help them

gain competitive advantage in the market. The Council, in collaboration with

leading academic institutions and industry bodies, studies market trends to

equip organizations with insights that facilitate their IT and business

strategies.

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