Gartner Research

Top 10 Semiconductor Manufacturing Investment Priorities for the Emerging Markets in 2018

Published: 23 April 2018

ID: G00348542

Analyst(s): Samuel Wang

Summary

To gain a competitive advantage in the emerging markets, technology business unit leaders at semiconductor manufacturing and fabless companies must set their investment priority correctly in manufacturability, intellectual property and customer relationships.

Table Of Contents
  • Key Challenges

Introduction

Analysis

  • Invest in Manufacturability
    • Advanced Logic: Production Starts Initially in 7 nm Technology for Application Processors and Bitcoin Mining, Followed by AI and 5G
    • Memory: Demand Continues to Rise as 96-Layer 3D NAND and 1y nm DRAM Become Available
    • 2.5 and 3D SIP Packages: Demand Triggers Closer Collaboration Between Different Outsourcing Suppliers
    • EUV: Real Men Have Fabs With EUV; Wise Men Evaluate the ROI Before Committing Fully to EUV
    • Redefined Product Portfolio: Offer Specific Products to Accommodate the Rising Semiconductor Content in the Automotive Market
  • Invest in Intangible Asset
    • High-Bandwidth Interface IP: HBM3, GDDR6 and PCIe 4.0 Offer Faster Memory Interface Before the Arrival of In-Memory Computing
    • Flexibility for Algorithms: Flexibility, Besides Performance, Power and Price, Is a New Consideration in Super Chips for Algorithm Reconfiguration
    • System-Aware Design Methodology: Optimization in Chip Design Methodologies for System Awareness
  • Invest in Partnership
    • System/OEM Customers: A Captive Chip Solution Becomes an Important Differentiator for OEMs, Causing Competition With Chip Suppliers
    • Make Use of China's Fabs: As Construction of Many Chinese Fabs Comes to Completion, Alliances and Commune IDMs Are Initiated to Solicit the Use of These Fabs

Case Study

Gartner Recommended Reading

©2019 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Purchase this Document

To purchase this document, you will need to register or sign in above

Become a client