Global Semiconductor Industry Outlook 2022

With supply chains struggling to meet semiconductor demand, many industry insiders believe the chip shortage will stretch into 2023 – continuing to impact end markets worldwide. In conjunction with GSA, the annual KPMG Global Semiconductor Industry Outlook features key findings from a survey of over 150 semiconductor professionals including the top drivers of growth short-term and strategic priorities in the long-term.

Pandemic Effects on Semiconductor Supply Chains and Workforces 2021

The COVID-19 pandemic forced significant changes on the semiconductor industry. After the shutdowns of early 2020, strong demand collided with constrained capacity. Semiconductor companies had to adjust supply chains and, like other employers, adapt to the new reality of remote work. KPMG and the Global Semiconductor Alliance conducted multiple surveys of semiconductor executives to understand the implications of these changes and challenges.

Restarting Businesses – Returning to Work Best Practices Guidelines

Organizations have met the challenges of the COVID-19 pandemic. Now’s the time for employers to plan a safe return to work. As quarantine measures begin to ease, companies know it’s vital to begin reopening their doors to bring their employees back to the workplace.  GSA has gathered input from the membership on how organizations are planning with Restarting Business and assembled a list of Best Practices for organizations to return to work.

Globality and Complexity of the Semiconductor Ecosystem – Accenture and GSA Study

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 5G era – McKinsey & Company

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.

Internet of Things

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

“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.

Charting a New Course for Semiconductors – Rambus and GSA Report

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.

Monetizing Semiconductors: From Silicon to Services – Rambus and GSA Report

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.