2024 semiconductor industry outlook - Deloitte United States
In 2022, memory sales were almost US$130 billion, or just under 23% of the overall chip market, but they dropped 31% (about US$40 billion) in 2023. The market is expected to get almost all of that back in 2024, with sales expected to reach 2022 levels. If we exclude memory, the rest of the industry was down in 2023, but only by about 3%.
In terms of end markets, both PC and smartphone sales are expected to grow 4% in 2024, after 2023 declines of 14% and 3.5%, respectively.6 Returning to growth for these two end markets is likely important for the semi industry: In 2022, communication and computer chip sales (which include data center chips) made up 56% of overall semiconductor ...
APAC Semiconductor Industry Trends. • In 2023, the global semiconductor market faced significant challenges, but we expect the market will rebound in 2024 due to the recovery of downstream demand. • Nearly half of semiconductor companies remain optimistic on future growth, believing that the Asia-Pacific market will accelerate growth in the ...
Integrating sustainability into the semiconductor industry
13 Mark LaViolette, David Kotok, and Joniel Cha, “US semiconductor industry needs public-private partnerships for an innovation system,” Deloitte, accessed January 17, 2024. 14 Judy Lin, “Taiwan’s semiconductor industry faces dilemma of carbon lock-in,” DigiTimes Asia, July 26, 2023. 15 Deloitte, Deloitte 2023 CxO sustainability report.
The global semiconductor talent shortage - Deloitte United States
Diverse semiconductor supply chains and labor efficiency. In 2021, the global industry produced about $275,000 in revenue per worker. But that was possible in part due to the highly clustered nature of chip manufacturing and the back end—assembly, testing, and packaging (ATP). About 80% of all chips were made in four countries in East Asia ...
Circularity solutions in the semiconductor industry | Deloitte US
From increased regulation to supply chain issues and more, there are several reasons a shift to circularity makes sense for the semiconductor industry. Explore three solutions companies are implementing to reengineer semiconductor products, logistics, and …
Semiconductor - Deloitte Insights
He specializes in the technology and semiconductor industries, and works closely with senior leaders and SMEs in Deloitte’s TMT practice, globally, to codevelop and write thought leadership perspectives tailored for senior industry executives. Besides publishing on Deloitte Insights, his articles have been featured on Deloitte- Wall Street ...
GenAI and the Semiconductor Value Chain | Deloitte US
The industry knows an opportunity when it sees it: Semiconductor giants invested approximately $300 million in AI tools for chip design in 2023, a total expected to rise to $500 million by 2026. And 72% of the semiconductor professionals Deloitte polled in 2023 believe that GenAI’s impact on the industry will be “high to transformative.”
Sustainability trends and strategies for semiconductors
Next-generation sustainability strategies: Across the breadth of our engagement in the sector, we see six dominant strategies in how semiconductor companies are currently responding to these pressures to address their sustainability footprint: Strategy #1: Further addressing the direct emissions from semiconductor manufacturing.
Europe's semiconductor chip shortage | Deloitte Insights
2022年11月3日 · The European Union’s bold goal is to double its share of global production capacity to 20 per cent by 2030 from ten per cent in 2021. 2 As the worldwide semiconductor industry is expected to double its output by 2030, if the EU were to double its share, it would need to quadruple its semiconductor output.