Semiconductor Scorecard - Thematic Research

China’s growing influence across every segment of the technology sector is not by chance, it is a fundamental pillar of Chinese economic policy. China’s growing influence over chip manufacturing and, increasingly, chip design is unlikely to be held back by the protectionist policies of the US government. Indeed, current US policy risks causing more harm to the US technology industry than good.

The end of Moore’s law has been largely dictated by physics – once the transistors on a chip are only two or three atoms apart, interference and random behavior is unavoidable. We are now at that point.

Scope

This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats. Inside, we predict how each theme will evolve and who the leading and lagging companies are.

It includes a theme map that shows the 60 biggest themes driving growth in the tech, media and telecom sectors.

It explains how some of the largest listed players in the sector have performed over the last four years.

It looks at major technology, macro-economic, and regulatory themes impacting semiconductor companies.

Key Highlights

Our thematic scoring methodology is designed to identify tomorrow’s leaders rather than today’s incumbents, based on their competitive position in the most important themes impacting their industry.

To do this, we score the top 600 TMT companies against 60 investment themes, creating a database of 36,000 thematic scores – our thematic engine – to help us identify the strongest and weakest players in each sector over the next two years, once all relevant themes have been taken into account.

Reasons to buy

Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Corporate executives and investors who want to outperform their competitors need to understand all the themes that impact their sector. However, many of these themes are, by definition, outside of the core competencies of company boardrooms because they typically originate from external industries. This Semiconductor Scorecard provides a top-down, comprehensive outlook for the key players in the semiconductor industry over the next two years, based on the key themes set to transform their industry landscape.

Companies mentioned

AMD

AMS

Analog Devices

Broadcom

Cirrus Logic

Cree

Cypress

Delta Electronics

Dialog

Diodes

Himax

Imagination Tech

Infineon

Intel

Marvell

Maxim

MediaTek

Melexis

Mellanox

Microchip

Micron ...

AMD

AMS

Analog Devices

Broadcom

Cirrus Logic

Cree

Cypress

Delta Electronics

Dialog

Diodes

Himax

Imagination Tech

Infineon

Intel

Marvell

Maxim

MediaTek

Melexis

Mellanox

Microchip

Micron

Microsemi

Monolithic Power Systems

Nanya Tech

Nvidia

NXP

On Semiconductor

Qorvo

Qualcomm

Realtek Semiconductor

Renesas

Rohm

Samsung Electronics

Silicon Labs

Silicon Motion

SK Hynix

Skyworks

SMIC

Softbank

STMicroelectronics

TDK

Texas Instruments

TSMC

UMC

Vanguard

Xilinx

Table of Contents

Introduction

Themes

Sector Scorecard: Semiconductors

Appendix: Our "thematic" research methodology

Introduction

Themes

Sector Scorecard: Semiconductors

Appendix: Our "thematic" research methodology

List of Tables

    Pricing

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