THE GLOBAL SEMICONDUCTOR INDUSTRY

MARKET ANALYSIS IN THE LIGHT

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.

COMPANIES' BUSINESS STRATEGIES

Macroeconomic factors, developments driven by digital transformation and ecological transition, etc.: 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

BUSINESS FUNDAMENTALS

3. THE MARKET AND LEADERS' ACTIVITY

THE SECTOR ENVIRONMENT

• Overview

• Political factors

• Economic factors

• Sociodemographic factors

THE GLOBAL SEMICONDUCTOR MARKET

• The market indicators

• Key supply indicators

ACTIVITY AND PERFORMANCE OF MARKET LEADERS

• Revenue

• EBIT margin

• Geographical presence of leaders

• Individual activity and performance

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT (OVERVIEW)

• Competitive intensity

• Threat of new entrants

• Government's influence

• Supplier power

• Customer power

LEADERS' STRATEGIES

• Innovation to respond to market challenges

• Gaining competitiveness

• Supply chain management

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Ranking 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

• TSMC

• Nvidia

• Intel

• Samsung Electronics

• Qualcomm

• Broadcom

• Micron Technology

• SK hynix

• Texas Instruments

• STMicroelectronics

TSMC

Nvidia

Intel

Samsung Electronics

Qualcomm

Broadcom

Micron Technology

SK hynix

Texas Instruments

STMicroelectronics