The Global Semiconductor Alliance (GSA) and Accenture have teamed up to conduct a joint study of the globality and complexity of the semiconductor ecosystem to explore the interdependencies and benefits of the cross-border partnerships required to produce semiconductors, as well as to illustrate what is needed to keep this global ecosystem operating efficiently and profitably. Industry executives can use this study to inform their company strategies, as well as to educate non-semiconductor partners, including policymakers, on the nature of their business to promote a better understanding of the important role semiconductors play in everyday life and on the globe-spanning ecosystem that is needed to produce them.
The next generation of wireless connectivity, 5G, is becoming a ubiquitous topic but is still the subject of many myths and misconceptions. Although various use cases are emerging, only a few are compelling enough to generate strong demand in the short term. To help advanced electronics companies and industrials gain clarity about the best opportunities, McKinsey & Company researched over 150 potential 5G use cases, focusing on the 5G Internet of Things (IoT) business-to-business (B2B) market, especially developments expected over the next few years. As part of their analysis, McKinsey reviewed the events that occurred during the introduction of 4G and other technologies, since that could provide clues about how the 5G market might evolve. They also interviewed industry experts to see how they viewed 5G’s potential evolution.
McKinsey & Company and GSA recently collaborated to understand the implications of the Internet of Things (IoT) for the semiconductor industry and the economy as a whole. This effort was overseen by a steering committee of 11 senior executives from GSA member companies and McKinsey.
“Security in the IoT” is the second study resulting from the ongoing collaboration between McKinsey & Company and the GSA. The report focuses on three industry verticals: Automotive, Industrial and Smart Buildings.
Rambus and the GSA collaborated to explore the current market dynamics in the semiconductor industry. With numerous reports illustrating the slowing in sales and profits, companies have begun consolidating and re-shifting priorities and strategies.
In 2016, Rambus published a think piece titled “Charting a New Course for Semiconductors.” The paper explored a diverse range of challenges faced by the industry, including increasing development costs, shrinking margins, market saturation and accelerating M&A activity. These challenges have only become more pronounced in 2018, as the newly consolidated semiconductor industry actively seeks a return to stability and organic growth within a viable and collaborative business paradigm.