Gartner Research

Market Opportunity Map: Semiconductor Chip Vendor Business and Technology Investments, Worldwide

Published: 01 October 2019

ID: G00450290

Analyst(s): Samuel Wang , Masatsune Yamaji , Nolan Reilly , Bob Johnson , Jon Erensen , Roger Sheng , Gaurav Gupta , Bill Ray , Alan Priestley


The top 20 semiconductor chip opportunities represent $214 billion TAM in 2023, which is $70 billion of growth from 2018 through 2023. Technology general managers must plan investment strategies associated with critical attributes based on a combination of profitability and new opportunities.

Table Of Contents

Market Opportunity Map


Strategic Options

  • AI, Hardware Security and eFPGA Are Driving Major Semiconductor Growth Trends
    • Recommendations
  • FinFET Devices, WBG Materials and Chiplets Will Create Market Opportunities
    • Recommendations
  • 5G Proliferation in Smartphones First, Then in Adjacent Markets
    • Recommendations
  • U.S.-China Trade Uncertainty Presents a Major Challenge for Distributor and China Engagements
    • Recommendations

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