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Jim Feldhan, President of Semico Research, discusses GDP growth of multiple countries (China, India, Korea, Brazil, U.S., Germany, and Japan) from 2014 to 2019. The U.S. Yield Curve is trending down. Driving end markets are discussed, such as the IoT Ecosystem, including Cloud Servers, Data Centers, Edge Devices, 5G, and AI, as well as other industries such as automotive, industrial, and medical. Traditional markets (consumer, mobile, PC) are slowing/declining. Detailed analysis of ADAS automotive systems are shown, as well as AI for automobiles using environmental sensors to perceive and make decisions. Forecasts for automotive semiconductors and processors, ASIC, DRAM, NAND, and Discrete/Opto/Sensor are given. Supported by many charts and graphs. From SEMICON Korea 2019 in January in Coex, Seoul.


Keywords: China, Yield, Trends, Market Research, IoT, Cloud, Cloud Computing, Edge Devices, Edge Computing, 5G, AI, Automotive, Autonomous Driving, Transportation, Industrial, Medical, Healthcare, Mobile, ADAS, Sensors, ASIC, DRAM, NAND