THE GLOBAL SEMICONDUCTOR INDUSTRY

IN THIS XERFI GLOBAL REPORT :

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global semiconductor industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

COMPANIES' BUSINESS STRATEGIES

Remain competitive, consolidate its global leadership, further develop chip casting technologies, move towards data-oriented markets: the report details the growth levers prioritised by the world leaders in the semiconductor industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

2. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

OVERVIEW

FUNDAMENTALS OF THE SEMICONDUCTOR INDUSTRY

3. THE MARKET AND LEADERS' ACTIVITY

SECTORAL ENVIRONMENT

• Overview (PESTEL analysis)

• Economic factors

THE GLOBAL SEMICONDUCTOR MARKET

• Key market indicators

• Key indicators of supply

LEADERS' ACTIVITY AND PERFORMANCES

• Revenue

• Operating profit rate

• Individualised activity and performances

• Activity comparaison

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Intra-sectoral competition

• Threat of new entrants

• Influence of public authorities

• Bargaining power of customers

• Bargaining power of suppliers

LEADERS' STRATEGIES

• Overview

• Remaining competitive and consolidating global leadership

• Accelerating in the chip casting market

• Moving towards data-centric markets

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Rankings of the 10 world leaders in the global semiconductor industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• INTEL

• SAMSUNG ELECTRONICS

• TSMC

• SK HYNIX

• QUALCOMM

• MICRON TECHNOLOGY

• BROADCOM

• WESTERN DIGITAL

• NVIDIA

• TEXAS INSTRUMENTS

INTEL

SAMSUNG ELECTRONICS

TSMC

SK HYNIX

QUALCOMM

MICRON TECHNOLOGY

BROADCOM

WESTERN DIGITAL

NVIDIA

TEXAS INSTRUMENTS