Growth and a Changing Ecosystem at SEMI Industry Strategy Symposium 2016
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Growth and a Changing Ecosystem at SEMI Industry Strategy Symposium 2016

HALF MOON BAY, Calif. — January 12, 2016 — The SEMI Industry Strategy Symposium (ISS) opened yesterday with the theme “Integrating for Growth: Markets, Technology, Ecosystem.” The packed conference of C-level executives gave the year’s first strategic outlook of the global electronics manufacturing industry.  

Opening keynoter Mary J. Miller, deputy assistant secretary of research and technology at the U.S. Army, discussed future national defense needs and technological innovation capabilities. The most serious changes the Army needs to deal with are: technology parity (“high tech loses its advantage if everyone has it”); interconnected, global environment; and an unpredictable enemy- from individual actors to nation-states.

In the Economic Trends session, presenters took on macroeconomic trends and detailed industry-specific forecasts:  

The afternoon session focused on Market Perspectives, including China’s growing role in the ecosystem. Handel JonesInternational Business Strategies, believes the many acquisitions - like OmniVision, STATS ChipPAC, and NXP’s RF Power - were made to gain fast access to products and IP. Multiple funding sources have been set up for the establishment of semiconductor manufacturing in China with large government and commercial funding coming into focus. The China supply ecosystem will go through many changes and bring major opportunities for the global industry.  Mark Lipacis,Jefferies, emphasized that in contrast to 10-15 years ago, recent semiconductor M&A has been received positively by shareholders.  China’s emergence as an important industry player as it targets to double its industry share by 2020. 

Jiri MarekRobert Bosch, talked about how smart sensors are the enabler for the Internet of Thing (IoT).  Connected devices will grow from today’s 5 billion to 20–50 billion devices.  He highlighted sensor data fusion which enables use-cases, like activity monitoring, augmented reality, and intent prediction (location-based services and well-being recommendations).

Manish BhatiaSanDisk, spoke about the exponential growth of data and devices: 44 trillion gigabytes of digital data by 2020; 26 billion connected devices by 2020; 1.7 trillion digital images created in 2016; and 400 hours of video uploaded to YouTube every minute.  With product categories blurring in terms of computing power and storage, he stressed that semiconductor makers need to focus on broader product portfolios and on solutions, not components.

Days 2 and 3 at ISS will delve deeper into the industry - technology, manufacturing, and collaboration with presentations from:  Amkor Technology, ASM International, ASML, GlobalFoundries, IM Flash Technologies, Intel, Intel Capital, Micron, Qualcomm, SMIC, and SUNY Poly/CNSE.  Additional keynote speakers include Ken Hansen, president and CEO of Semiconductor Research Corporation, and Haruyoshi Kumura, fellow at Nissan. In the final session of the last day, a panel on “It's 2050… Moore's Law is Dead… What's the New Business Model” features Brewer Science, Cisco Systems, GlobalFoundries, Intel, Synopsys, and VLSI Research.

The  SEMI Industry Strategy Symposium (ISS) examines global economic, technology, market, business and geo-political developments influencing the semiconductor processing industry along with their implications for your strategic business decisions. For more than 35 years, ISS has been the premier semiconductor conference for senior executives to acquire the latest trend data, technology highlights and industry perspective to support business decisions, customer strategies and the pursuit of greater profitability.

About SEMI

SEMI is the global industry association serving the electronics manufacturing supply chains.  Our 1,900 member companies are the engine of the future, enabling smarter, faster and more economical products that improve our lives. Since 1970, SEMI has been committed to helping members grow more profitably, create new markets and meet common industry challenges. SEMI maintains offices in Bangalore, Beijing, Berlin, Brussels, Grenoble, Hsinchu, Moscow, San Jose, Seoul, Shanghai, Singapore, Tokyo, and Washington, D.C.  For more information, visit  www.semi.org.


Contact: 

Deborah Geiger/SEMI 
Phone: 1.408.943.7988
Email:  Email Contact