Gartner Research

Emerging Tech: Top Trends Driving Semiconductor VC Investments, 2023

Published: 12 July 2023

Summary

Most VC investments between 2020 and 2022 went into energy storage, wide-bandgap and in-house chip design-related startups. Product leaders targeting sustainability, differentiation and self-reliance must strategize to leverage these trends by integrating these into their product plans.

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Overview

Implications
  • New energy technologies are more expensive than prevalent ones. However, efficiency and sustainability regulations will drive the adoption of these technologies, resulting in cost normalization with economies of scale.

  • Wide-bandgap semiconductors are expensive, but they present a potential to change the existing, fundamental expectations across industries such as transport, power generation and personal devices.

  • Increasing product characteristics and features are resulting in product design complications with using general-purpose devices. In-house chip design will provide an edge over competitors as integration of software into custom silicon will make emulation difficult.

Recommendations

Product leaders exploring emerging semiconductor technologies and trends’ impact on products and services

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