Gartner Research

Market Insight: Upstream Companies in Semiconductor Manufacturing Must Cope With Changing Demand Patterns in Mobile Age

Published: 01 October 2014

ID: G00259335

Analyst(s): Takashi Ogawa

Summary

Semiconductor manufacturing demand patterns are undergoing a significant change in the mobile market. Gartner predicts that further changes in the electronics demand structure will cause device demand patterns to shift after 2015.

Table Of Contents

Analysis

  • Unstable Economic Environment's Impact on Semiconductor Supply Chain
  • Quick Shift Toward Mobile Device Demand and Increasingly Influential Foundries

Background and Context

The Impact

  • Macroeconomic Dynamics
  • Increasing Role of Chinese Mobile Vendors
  • Influx of New Products

Conclusion

  • Diversification of Customer Base
  • Timely Analysis of Supply Chain for New Products
  • Close Monitoring of Order and Shipment Trends at Key Foundries

Appendix

  • TSMC Sales Trend by Major Application

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