2023-09-06-WTW-WTW+2023年半导体供应链风险报告-英-20页_20页_2mb

2023 WTW Global Semiconductors Supply Chain Risk Report Summary

Market Overview

• The semiconductor industry, crucial for modern electronics and emerging technologies, faces ongoing supply chain challenges due to globalization, single-source dependencies, and increasing complexity.
• Key challenges include geopolitical tensions (e.g., Taiwan-China), climate risks, and rapid demand growth for specialized chips used in AI, EVs, IoT, and 5G.
• Despite disruptions, 79% of companies surveyed have improved resilience, with 20% implementing transformative changes.
• Overall industry revenue in 2022 was $580 billion, underlining the sector's economic significance.

Key Findings

• Supply Chain Risks: 61% of businesses experienced supply chain losses exceeding expectations over the past two years.
• Top Concerns: Geopolitical risks, climate change, and economic uncertainty are deemed most influential.
• Improvement: 79% of surveyed companies enhanced their supply chain management, with 56% focusing on strategic planning and collaboration.

Risk Landscape & Challenges

• Supply Chain Factors: Component shortages (43%), energy disruptions, logistics issues, and talent shortages are expected to impact businesses most in the next two years.
• External Factors: Political instability, climate events, cyberattacks, and regulatory changes pose significant threats.
• Industry-Specific Issues: High costs to expand manufacturing capacity (e.g., building fabs takes 4-7 years), shortage of raw materials and talent, and vulnerability to global events.

Risk Management & Resilience

• Improvement Measures: Supply chain mapping (48%), supplier relationship management (46%), and detailed understanding of supplier networks (56%) are top strategies.
• Data Visibility: Challenges in data sharing and internal visibility hinder effective risk management.
• Insurance: 81% of companies identify lack of insurance coverage, particularly for climate and supply chain disruptions.

Recommendations

• Build comprehensive supply chain visibility and resilience strategies for future risks.
• Strengthen interdependence awareness, diversify suppliers, and invest in risk-sharing partnerships.
• Use data-driven tools and innovative insurance solutions to manage complex supply chain risks.