Introduction

Trends

Sector Scorecard: Semiconductors

Appendix: Our thematic research methodology

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 identify the leading and lagging companies.

It includes a theme map that shows the 50 biggest themes driving growth in the semiconductor sector.

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

It looks at major technology and macro-economic trends impacting semiconductor companies.

Key Highlights
This report provides information on key trends that will impact the semiconductor sector over the next two years, including AI, autonomous vehicles, IoT, M&A, and chip security.

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 market.

Companies mentioned
Apple

Aixtron

Alibaba

Alphabet

Amazon

Ambarella

AMD

AMS

Analog Devices

ASML Holding

Baidu

Barefoot Networks

Broadcom

Cambricon

Cirrus Logic

Cypress

Dialog

Diodes

Graphcore

Himax

IBM

Infineon

Intel

Marvell

Maxim

MediaTek

Melexis

Mellanox

Microchip

Micron

Microsoft

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

Teradyne

Tesla

Texas Instruments

Tokyo Electron

TSMC

UMC

Vanguard

Xilinx

Zeno