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The semiconductor industry is being reshaped, as end-market demands from consumer electronics, mobile devices, computing, entertainment, automotive, aviation and healthcare — all call for innovation.
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© 2012 WIPRO LTD | WWW.WIPRO.COM 1
Semiconductor Industry:
Rising up the Value Chain
© 2012 WIPRO LTD | WWW.WIPRO.COM 2
The semiconductor industry is being
reshaped, as end-market demands
from consumer electronics, mobile
devices, computing, entertainment,
automotive, aviation and healthcare
— all call for innovation.
The industry is therefore being forced
to build downstream capabilities,
get closer to the customer, and rise
up the value chain.
© 2012 WIPRO LTD | WWW.WIPRO.COM 3
Increasing focus and deepening value
• It is expected that Systems on Package technology (SIP) will see component density on boards double every year.
• The impact this giant change will have on integration platforms, manufacturing techniques and product design is staggering — products will shrink by a factor of many hundreds and even thousands, rather than the factor of 10 expected every few years now.
• The component density may not result in a directly proportional increase in computing power leading to rapid innovations in end products.
• For the industry, these developments spell an increase in focus and deepening of value as it grows closer to end OEMs.
© 2012 WIPRO LTD | WWW.WIPRO.COM 4
Drivers of change
The main drivers of change are:
New materials and technology
Evolution of the end consumer
market
© 2012 WIPRO LTD | WWW.WIPRO.COM 5
New Materials and Technology: Shape of Things to Come
Plastic/ flexible materials are being experimented with as
an alternative to the rigid silicon based
semiconductors.
New high-speed organic semiconductors could allow
displays to bend.
Next generation alternatives to silicon such as amorphous oxide semiconductors, carbon
nanotubes, quantum dots, Graphene, Molybdenite etc. could change the industry
shape and dynamics.
As chips shrink from the 40nm technology node to
28nm, 20nm, with 14nm next, more cost effective design processes/ rules can be created where traditional scaling techniques fail.
3D ICs are being tried out.
© 2012 WIPRO LTD | WWW.WIPRO.COM 6
End Consumer Markets: the Change Agents
As the number of electronic devices multiply, so does the demand for semiconductors.
Today's automobiles have begun to use an increasing
amount of chips in equipment for video detection (to prevent
collisions), infotainment, navigation and system
diagnostics.
Medical equipment (CT machines, patient monitoring systems, cardiac implants, lab
instrumentation etc.) is dependent on large silicon
content.
The proliferation of tablets has become a major game
changer.
© 2012 WIPRO LTD | WWW.WIPRO.COM 7
Critical trends of the end consumer market
Devices with different form factors across industry
segments like consumer electronics, mobile devices, computing, automotive, etc are converging, leading to innovation in uniform user
experience
Devices that demand energy efficiency are
leading to innovations in power management - from low power to no
power.
The proliferation in the Internet of Things is
driving innovations in semiconductors to enable ubiquitous
computing
© 2012 WIPRO LTD | WWW.WIPRO.COM 8
The road into the future
The industry today is grappling with several questions:
• As phones and cameras converge, will people opt for just one
device? Will this reduce the demand for semiconductors?
• Will convergence lead to products using a variety of platforms
and features, thus fragmenting markets and bringing an end to
high volume markets?
• Will markets opt for multiple products and adopt faster use-
and-discard cycles, thereby fueling demand for
semiconductors?
Ultimately, it appears that the semiconductor industry will have
to partner more closely with end device manufacturers to retain
stability through these changing times.
© 2012 WIPRO LTD | WWW.WIPRO.COM 9
For more details please visit the link below :
http://www.wipro.com/Documents/Semiconductor_Industry_Rising_up
_the_value_chain.pdf
© 2012 WIPRO LTD | WWW.WIPRO.COM 10
About Wipro Council for Industry Research
The Wipro Council for Industry Research, comprised of domain and
technology experts from the organization, aims to address the needs of
customers by specifically looking at innovative strategies that will help them
gain competitive advantage in the market. The Council, in collaboration with
leading academic institutions and industry bodies, studies market trends to
equip organizations with insights that facilitate their IT and business
strategies.
For more information please visit www.wipro.com/insights
© 2012 WIPRO LTD | WWW.WIPRO.COM 11
About Wipro Technologies
Wipro Technologies, the global IT business of Wipro Limited (NYSE:WIT) is a
leading Information Technology, Consulting and Outsourcing company, that
delivers solutions to enable its clients do business better. Wipro Technologies
delivers winning business outcomes through its deep industry experience
and a 360 degree view of “Business through Technology” – helping clients
create successful and adaptive businesses. A company recognised globally
for its comprehensive portfolio of services, a practitioner’s approach to
delivering innovation and an organization wide commitment to sustainability,
Wipro Technologies has over 130,000 employees and clients across 54
countries.
For more information, please visit www.wipro.com
© 2012 WIPRO LTD | WWW.WIPRO.COM 12
Thank You ©Wipro Limited, 2012. All rights reserved.
For more information visit www.wipro.com
No part of this document may be reproduced in
whole or in part without the written permission of the
authors.
Wipro is not liable for any business outcome based
on the views presented in this document. For specific
implementation clients should take advise from their
client engagement manager.