Current State of the Microelectronics Market · Microelectronics Market SEMICON 2018 Moscow, 29th...
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Current State of the Microelectronics Market SEMICON 2018 Moscow, 29 th May Alexey Volostnov Director, Frost & Sullivan
Transcript of Current State of the Microelectronics Market · Microelectronics Market SEMICON 2018 Moscow, 29th...
Current State of the
Microelectronics Market
SEMICON 2018
Moscow, 29 th May
Alexey Volostnov
Director, Frost & Sullivan
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Global Semiconductor Market – Highest Growth in 14 Years
The global semiconductors market has accelerated growth in 2017 (+21.6%)
Source: SIA, WSTS, IHS.
298 300 292 306
336 335 339
412
451
2010 2011 2012 2013 2014 2015 2016 2017 2018F
USD billion
High demand and attractive
prices for memory chips
Samsung overtaking Intel as the
largest semiconductor company
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APAC to Lead the Market, US – Strongest Growth
22%
9%
9% 60%
Americas
Europe
Japan
Asia Pacific
Semiconductor Sales Geographic Breakdown, 2017
+19% +35% +17% +13%
Source: WSTS.
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Electronics – Key Driving Innovations
Growing customer
needs and demands
Wearables
Wide Band Gap (WBG)
Semiconductors are the
future of Power Electronics
Increase in Data Intensive Applications
Data storage
Advent of connected living
Artificial
intelligence in Electronic Devices
Augmented reality (AR) and virtual reality (VR)
Wireless
Charging for EVs
Miniaturization, smart
and connected, low cost,
and low power devices
WBG semiconductors - high
switching frequencies withstand
high temperatures, enable reduction
in size of circuit; has the potential to
replace silicon
Features - Improved
ergonomics, longer product
life time, hands-free
monitoring, and accurate
diagnosis, AI, hearables
Increasing
interest on
smart
appliances,
electronic
devices with
rapid changes
in lifestyle
Adoption of
VLC and
advanced data
storage
technologies
like cloud, NVM
AI based chips,
adoption of AR
along with
smart phones
(improves
shopping
experience), VR
based headsets
open up new
opportunities
Global Trends –
Opportunities for Data
Storage and Intelligent
Electronics
Global
initiatives to
drive adoption
of EVs will
create market
for wireless
charging
technologies.
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Industry Convergence – New Applications and Markets
ICT
MATERIALS
HEALTHCARE
SENSORS
ENERGY
ELEC
TR
ON
ICS
SMART FACTORIES
IMMERSIVE COMPUTING
FUTURE HOSPITAL ROOMS
- DISPLAYS, SMARTPHONE
ULTRASOUND
SMART METER
CONNECTED HOMES, SMART
HOUSEHOLD APPLIANCES
SMART TVS
SELF-DRIVING CARS
MANUFACTURING
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Industrial Internet of Things – Promising Outlook
M2M
Connectivity
Predictive
Maintenance
Connected
Logistics
Wireless
Sensor
Networks
IP-based
Communication
Additive
Manufacturing
Industrial
Robotics
Mobile Apps
Drones
SMART FACTORY
Virtual Reality Big Data Mobility Sensors 4.0
Edge Intelligence Industrial Cloud Cognitive Intelligence
Att
rib
ute
s o
f sm
art
fact
ory
co
nn
ecte
d t
o t
ech
th
emes
Tech Themes
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Russian Microelectronics Market – Growth Lags Behind
Global
2.0
2.4
2.6 2.7
2.9
2.5 2.4 2.4
2010 2011 2012 2013 2014 2015 2016 2017
Source: Sovel.
USD billion
The Russian market is trying to recover after 2 years of decline
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Trade Balance – Untapped Potential for Exports
744
1123 1184 1259
1434
0
200
400
600
800
1000
1200
1400
1600
2013 2014 2015 2016 2017
132 129
139
117 119
105
110
115
120
125
130
135
140
145
2013 2014 2015 2016 2017
Imports
USD million
Exports
USD million
Imports growing despite currency depreciation
and economic sanctions
APAC – key exporter to Russia
Malaysia doubled its market share (to 20%) in
Russian imports of integrated circuits
Stagnating exports
Belarus, China, Taiwan and India – key
destinations for Russian exports
Notes: data on exports and imports for HS codes 8541 and 8542
Source: TradeMap, Frost & Sullivan analysis
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Digital Economy – New Agenda for Russia
1
2
3
4
5
Regulation
Talent
Cybersecurity
Research competencies
IT infrastructre
USD 8 billion
investment in
2018-2024
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Digital Economy – Areas of Opportunities for Russia
Industrial robots,
medical robots,
drones
Internet of Things and Industrial
Internet of Things
5G networks
Tracking and control
(transport, pharma &
medtech, consumer goods)
Biometric solutions
Cybersecurity
Smart cities
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Internet of Things – From Testing to Finding ROI and Going
Mainstream
0
1
2
3
4
5
6
7
8
9
10
2016 2017E ... 2021F
IoT Market in Russia
Source: Gartner, Cnews.
USD billion
IoT market to double by 2021
Key adopters:
transportation
Manufacturing
telecom
energy
Next to follow:
public sector
utilities
agriculture
retail
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Thank you for your attention!
Alexey Volostnov Director, Frost & Sullivan +7 499 213 0275
