Event Series

Future of Semiconductors

This webinar series will convene semiconductor leaders across the globe to share our perspective on the most relevant topics. Our world is being transformed by the growth of artificial intelligence, machine learning, and other new technologies. Although semiconductor companies are well positioned to capture value from these innovations, they also face challenges, including rising costs, increased competition, and inefficient supply chains. We’ll cover these and additional trends in your customers’ industries which have a direct impact on the industry as well as insights on how to navigate the road ahead.

Upcoming events

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Sep 16 2021

Potential of 5G private networks

Speakers: Zina Kolesova and Rahul Shahani 10:15 a.m. - 11 a.m. ET / 4:15 p.m. - 5 p.m. CET

Advanced connectivity is pushing a new wave of innovation across different industries forward: proliferation of private networks combined with increasing maturity of mobile edge compute can unlock a wide variety of new IoT use cases, re-shaping the way industrial verticals operate.

Past Events

Impact of auto-component market on semiconductor companies

– Autonomous driving (AD), connected vehicles, electrification of the powertrain, and shared mobility (ACES) are mutually reinforcing developments in the automotive industry. Combined, they are not only disrupting the automotive value chain and impacting all stakeholders involved but are also a significant driver for the automotive software (SW) and electrical and electronic components (E/E) market. As a consequence, SW and electronics needs to become the focus of most automotive companies and their executives, but also for semiconductor companies, who are providing various specialty silicon for the various high-end car processors and power electronics. In this context and based on our extensive research and analyses we offer a perspective on four key questions:
  • How is the market for automotive electronics and software changing, especially with regards to the latest COVID-19 developments?
  • What are the short- and mid-term implications of the semiconductor shortage?
  • How are OEMs and tier-one suppliers addressing automotive electronics and software?
  • What are the implications and potential strategies for semiconductor companies?

What’s next for semiconductor profits and value creation?

– In the last two decades, semiconductor companies have significantly evolved on their value creation journey- particularly during, and after the last economic crisis. Having analyzed sector’s performance across the value chain in 11 sub-industries (assessing 300+ companies on different value metrics), we observed a strong trend of increasing value creation combined with a ‘winners takes it all’ economics in each subsegment . Going forward, several key themes (e.g., strategic alliances, COVID exit, programmatic M&A) emerge to unlock future value creation potential.

Current semiconductor market and scarcity

– After years of steady growth, automotive semiconductor demand has dropped in 2020 due to COVID-19, while the semiconductor industry as a whole has been boosted by other industries such as home and consumer electronics. The rebound of automotive demand has been met by capacity constraints and long lead times, thus meaningfully slowing down vehicle production.

Applying Artificial Intelligence in the Semiconductor industry: Scaling for impact

– Deployment of Artificial Intelligence offers a huge performance improvement potential for semiconductor players, from R&D to Manufacturing to Supply Chain Management and Sales. Yet, to date, a mere fraction of the potential impact of AI in semiconductor operations has been realized and many companies struggle to deploy AI at scale. We will discuss high-impact use case domains and the imperatives to successfully deploy AI at scale.

Marriage of biology and silicon

– Never before have biology and silicon been so well positioned to interact in a way that will unlock new forms of innovation. Former Google CEO Eric Schmidt has said that biology will undoubtedly fuel computing. Conversely, computing is already powering advances in biology. Now is the time for innovators and investors to look carefully at this collision of science and technology that is creating a new frontier.

Semiconductor design and manufacturing: What does it take to achieve leading-edge capabilities?

– Given recent supply-chain uncertainties and geopolitical tensions, semiconductor players have become more interested in achieving end-to-end design and manufacturing capabilities for leading edge technology. Many governments share this interest and are attempting to support their local semiconductor markets. But, what does it take to achieve leading-edge capabilities?

Cybersecurity in automotive

– With more and more core vehicle functions enabled by software running on specialized hardware chips, cybersecurity will become yet another dimension of quality in the automotive industry. This measure of quality is underpinned by regulatory activities that impose minimum standards for managing cybersecurity risks and require OEMs to rethink cybersecurity.

The 5G era - New horizons for advanced-electronics and industrial companies

– Designed for semiconductor industry leaders (N-2 and higher), this webinar examined the market for industrial 5G devices, discussed use cases and outlined steps to get started with 5G.

Impact of COVID-19 on the semiconductor industry and the new normal

– We examined economic scenarios for the semiconductor industry, presented our thinking on how to emerge stronger from the crisis and discussed future long-term trends. Followed by a panel discussion with Andreas Urschitz, division president of Power & Sensor Systems at Infineon, and Anand Chandrasekher former senior vice president with Intel's Ultra Mobility Group and president at Qualcomm Datacenter Technologies, we discussed the learnings, opportunities and threats by COVID-19 to the semiconductor industry.

Impact of COVID-19 on the semiconductor industry and possible ways forward

– Designed for semiconductor industry leaders (N-2 and higher), this webinar examined economic scenarios for the semiconductor industry and outlined strategies how leaders should adapt to the new normal.

Featured Insights


How the semiconductor industry can emerge stronger after the COVID-19 crisis

– Semiconductor companies that begin revising their long-term strategies now may emerge stronger in the next normal.

Coronavirus: Implications for the semiconductor industry

– The coronavirus is shifting demand patterns for major semiconductor end markets. How will these changes ultimately affect the semiconductor industry, and how can leaders respond?

What’s next for semiconductor profits and value creation?

– Semiconductor profits have been strong over the past few years. Could recent changes within the industry stall their progress?
Article - Fast Company

The marriage of biology and silicon is poised to unleash (literal) life-changing innovations

– Now it is biology’s turn to reinvent tech and every other industry, writes Michael Chui in Fast Company.

Mapping the automotive software-and-electronics landscape through 2030

– The market for automotive software and for electrical and electronic components is expected to grow strongly in the next decade. What must companies know to succeed?

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