Abstracts
The GSA Semiconductor Leaders Forum TAIWAN is a must-attend event for semiconductor industry professionals from Taiwan and around the world. In its sixth year, the Forum features a
half
day of educational programming, with industry experts sharing insight and discussing timely, relevant topics for today's semiconductor industry.
The Smartphone - PC Battle: Easy as ABC
A ‘war’ is brewing at the interface of high-end phones and low-end PCs (Netbooks). Smartphones get smarter with every new product introduction and are capable of more and more functions that were traditionally performed on the PC and laptop. At the same time the laptop and PC industry are not sitting idle waiting for Smartphone vendors to ‘eat their lunch’. By introducing so called ‘Netbooks’ they are basically moving the laptop in the direction of the Smartphone. Smaller form-factor, longer battery-life, ubiquitous connectivity are all elements of a modern Netbook.
The outcome of the Smartphone – Netbook battle matters. After many years of good growth PCs and laptops, there seems little opportunity for ‘more of the same’ in that market. At the same time, Smartphones are showing solid growth in 2009, despite the overall poor economic situation. This growth is expected to continue over the coming years. Companies such as Intel, ARM, Qualcomm, STEricsson, Microsoft, HP, Lenovo, Dell, Nokia, Samsung and LG have huge opportunities at the interface of Netbooks and Smartphones, depending on how this battle plays out. In his talk, Joep van Beurden, CEO of CSR Plc. will propose a framework that can help think through the dynamics of what happens in the Smartphone space and share some thoughts on how this can play out over the coming years.
AMD’s Transition to a Fabless Company and its Outsourcing Model
The past 3 years has been an exciting period for AMD. The company has re-invented itself in many different areas. Strategic aspects such as its product breadth, its company culture and its overall manufacturing model have gone through a remarkable transformation. This presentation will cover AMD’s outsourcing model and its transition from a vertically integrated company into a pure-play fabless & product-centric company.
Innovation, Integration, and Recovery
In these unprecedented times of uncertainty, the road to recovery has many turns and many stopovers. As a long-time venture capitalist and an expert in emerging markets such as China and India, CEO of Cadence, Lip-Bu Tan has experienced many investment cycles and strategic approaches. Mr. Tan will share his perspective on some key factors – like coordinated innovation and better integration across the ecosystem – that will help the semiconductor and electronics systems industries be well-positioned for the recovery.
Mobile Handsets Market Outlook
After several years of tremendous growth 2009 is the first year of decline in the traditional mobile market. At the same time there is a shift in value from providing components towards offering more complete solutions throughout the value chain. In this presentation the overall handset market outlook and highlights from Nokia strategy will be presented. The new opportunities in Asian markets will be discussed as will the challenges and opportunities that this new market dynamic poses for the Semiconductor industry.
A Local Eye on Global Analog IC Industry
The challenge to the IC industry doubles in a very short period of time (<<18 months). The complexity, the variety, the change, the competition and lots of unexpected come together at a very high speed. “How to survive?” may be a more appropriate question than “How to win?” Facing the challenge, different mindsets and strategies/executions should be applied.
The migration of the IC industry from the developed countries to the emerging ones started with manufacturing, then design, then market. Business activities are happening any places any time worldwide, and they are all related in one way or the other. Nowadays, global strategies are essential and local tactics are equivalently important.
The analog IC industry boomed in the ‘70s and ‘80s. In the ‘90s, the “digital” seemed to take the sweet spot by stepping on the dead body of the “analog”. The identity of “analog” came back in the Year 2000s because that the industry has again realized its benefits and unreplaceability. After all, the real world (such as lightning and thunder) is still “analog”.
Luke Hsieh of Richtek will share his view on the challenge and the globalization/localization of the analog IC business.
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