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Session 1: Economic Trends

Semiconductor Market Outlook in 2021: Resiliency to Recovery

Mario Morales
Program Vice President, Enabling Technologies and Semiconductors
International Data Corporation (IDC)

Key discussion questions: 

  • How sustainable will revenue growth be in 2021? 
  • How does the competitive landscape change with the recent wave of M&A and Consolidation? 
  • What is the role of technology on the journey to recovery? 

The semiconductor industry continues to be a critical technology area as the ICT industry continues its road to recovery.

Semiconductor content is growing across all major markets. As we look forward there are some exciting technologies that begin to ramp over the coming years, including 5G, WiFi 6, AI inferencing, NAND, advanced process technologies and packaging, and optimized computing at the edge that will drive a sustainable recovery for the industry. What will be the inflection point of each market? Who are the key technology suppliers that stand to gain from the revenue growth over the coming years?  

Mr. Morales will share his perspective on these key questions and provide guidance to investors and technology companies in order to capitalize on the opportunities in store for the semiconductor industry over the next five years.