GLG releases “Latest Trends in the Semiconductor Industry 2024” *Gerson Lehrman Group Co., Ltd.*
Press release: September 12, 2024
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GLG releases “Latest Trends in the Semiconductor Industry 2024” *Survey of 101 semiconductor experts reveals industry investment and market entry opportunities in the coming years*
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Gerson Lehmann Group, Inc. (hereinafter referred to as GLG, head office location: Minato-ku, Tokyo, CEO: Hayato Hashimoto), one of the world’s largest insight networks, has published a white paper on the future outlook of the semiconductor industry.
We would like to inform you that “Latest Trends in the Semiconductor Industry 2024” (Japanese translated version) was published on September 12th. *
■Summary of the latest trends in the semiconductor industry 2024 “The latest trends in the semiconductor industry
2024 is a white paper that summarizes the results of an independent survey conducted by GLG research experts from May to June 2024 to clarify the future outlook for the semiconductor industry, which is undergoing a period of change. The survey was conducted among 101 senior executives who influence sales, market entry planning, and strategy at semiconductor and equipment manufacturers. This white paper discusses semiconductor companies’ forecasts for growth, the expanding opportunity for AI-only chips, new trends shaping the next decade, sustainability strategies for semiconductor companies, and the most pressing challenges in the semiconductor industry. This explanation is based on quantitative survey results.
Download “Latest Trends in the Semiconductor Industry 2024”
* ■Summary of survey results *
Our survey of semiconductor industry leaders reveals several trends that will shape industry investment and market entry opportunities in the coming years.
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AI will continue to be a focus of investment, with dedicated chips specifically for accelerating AI workloads running on devices outside of cloud data centers and at the edge becoming more important than more general-purpose GPUs and CPUs.
– Verticalization will become an increasingly important theme for the industry as demands from automotive, communications and media companies increase, leading to increased demand for specialized platforms.
・ Going forward, domestic investment to increase semiconductor production capacity will change the global competitive landscape and enable innovation to support evolving market demands.
* ■Survey results details*
* 1. AI workloads are the biggest growth area for semiconductor companies * When asked about growth potential for semiconductor companies, 90% of respondents ranked AI workloads as their top growth area and predicted further demand for AI workloads.
*2. GPU shifts to AI-only chip*
When asked about the chips used to accelerate AI workloads, most respondents (63%) said GPUs will be the primary means of accelerating AI workloads in the near term, but in the next 4-7 years Dedicated chips (65%) were the most popular, and it was predicted that this role would likely shift to AI-dedicated chips such as NPUs.
* 3. Semiconductor demand shifts from data centers to devices * When asked about the devices or platforms where demand for chips will increase over the next few years, 63% said semiconductors embedded in mobile devices, vehicles, and industrial equipment will account for the majority of demand within four to seven years. It is predicted that the operating environment in which semiconductors are most utilized will change.
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* Automobiles drive business opportunities for semiconductor industry * When asked about the industries most likely to drive business opportunities for the semiconductor industry, the top three industries with the highest totals were: Automotive (69%), Telecommunications (51%), and Healthcare/Lifestyle. Science (48%).
* 5. Importance of improving sustainability for semiconductor manufacturers * When asked about the importance of improving sustainability for semiconductor companies by reducing waste/energy consumption, 90% said it was important. Additionally, the most common strategy companies used to communicate sustainability to customers was building their reputation for sustainability (39%).
“Latest Trends in the Semiconductor Industry 2024” White Paper Download
* ■Representative Comment – Representative Director and President Hayato Hashimoto*
The semiconductor industry is entering a period of major change due to significant technological innovations such as AI and edge computing. The semiconductor field is attracting a lot of attention in all industries, and we receive inquiries specific to each industry from our business partners, major Japanese companies, as well as face-to-face and online interviews with semiconductor experts from Japan and overseas. We have received many inquiries such as: The short-term and medium-term predictions of semiconductor experts presented in the survey results will be an important point in understanding the overall picture of the semiconductor industry in the near future.
GLG’s network is expanding day by day, and our ability to respond to companies’ various knowledge needs is also expanding. We will continue to support your confident decision-making and business development by providing the knowledge of experts in a variety of formats.