埃森哲-2019年半导体行业科技愿景报告（英文）-2019.9-18页_3mb

报告摘要

Summary of "THE DUALITY OF TECHNOLOGY" Document

Core Content

The document "THE DUALITY OF TECHNOLOGY" outlines five key trends shaping the future of the semiconductor industry by 2022. These trends highlight how semiconductor companies are not only adopting new technologies but also using them to create new products and business models. The central theme is the dual role of semiconductor firms as both customers and producers of technology, which is essential for staying competitive in a rapidly evolving market.

Main Trends and Key Points

TREND 1: DARQ POWER

Definition: DARQ (Distributed Ledger, Artificial Intelligence, Extended Reality, and Quantum Computing) represents the next wave of transformative technologies.
Adoption: 87% of semiconductor executives are experimenting with DARQ technologies.
Impact: 60% of companies expect DARQ to have a transformational or extensive impact within three years.
Key Technologies:
- Blockchain/Distributed Ledger: Enhances data provenance, traceability, and enables AI capabilities.
- AI: Requires custom chips and is expected to have the greatest impact.
- Extended Reality (XR): Also demands specialized hardware.
- Quantum Computing: Introduces a new era of compute engineering.
Case Study: Micron uses AI to improve fabrication yields and defect detection, achieving faster results and reducing the need for on-site personnel.

TREND 2: GET TO KNOW ME

Digital Demographics: Consumers now have both real-world and digital identities, enabling more personalized and individualized experiences.
Market Fragmentation: As silicon becomes commoditized, companies must cater to specific applications (e.g., IoT, Bitcoin mining).
Strategies for Differentiation:
- Offering silicon-as-a-service.
- Participating in platforms.
- Building connected asset capabilities.
Statistics:
- 94% of semiconductor IT and business executives believe digital demographics open new market opportunities.
- 81% report that customer digital demographics expand product/service delivery methods.
- 71% expect data on digital demographics to grow exponentially.

TREND 3: HUMAN+ WORKER

Workforce Evolution: Workers are becoming "Human+", combining human skills with AI and other technologies.
Talent Gap: Semiconductor companies face a significant challenge in attracting and retaining skilled workers, especially in AI, 5G, and IoT.
Case Study: Samsung is investing heavily in AI talent, hiring experts from academia and industry.
Digital Maturity: 71% of executives agree that their employees are more digitally mature than the organization itself.

TREND 4: SECURE US TO SECURE ME

Security as a Priority: Semiconductor companies are recognizing their role in the broader ecosystem's security.
Ecosystem Risks: Companies are vulnerable through their partners and suppliers.
Hardware-Level Security: Security is increasingly implemented at the silicon level rather than software platforms.
IoT Implications: Chips with built-in security features are more valuable, especially in IoT applications.
Statistical Insight: Only 23% of semiconductor companies are confident about their ecosystem partners' security compliance.

TREND 5: MY MARKETS

Customization and Real-Time Delivery: Companies are moving towards custom chips and on-demand delivery to meet specific customer needs.
Non-Traditional Competitors: Companies like Tesla, Google, and Alibaba are entering the semiconductor market to gain control over chip design and ecosystem.
Market Drivers: 5G, AI, and IoT are key factors pushing for more customized solutions.
Chiplet Innovation: Chiplets are modular components that allow faster, cheaper, and more flexible chip assembly.
5G Growth: The 5G chipset market is projected to grow significantly, with a CAGR of 48.7% from 2020 to 2026.

Conclusion

The semiconductor industry is at a pivotal moment, where new technologies are both disrupting and enabling growth. Companies that embrace the dual role of being both customers and producers of these technologies, invest in AI and cybersecurity, and focus on customization and ecosystem integration will be best positioned to lead in the coming years.

Authors

Syed Alam: Managing Director, Semiconductor Industry Global Lead
Timothy Chu: Senior Manager, Accenture Strategy
Agneta Björnsjö: Senior Principal, Accenture Research
Sohini Kar: Research Associate Manager, Accenture Research

About Accenture

Accenture is a global professional services company, offering services in strategy, consulting, digital, technology, and operations across 40+ industries. With over 482,000 professionals in 120+ countries, Accenture helps clients drive innovation and sustainable value.