Electronic Materials Industry Trends Before the Next Supercycle
Mark Thirsk
Managing Partner
Linx Consulting
Despite the resilience of the Electronics Material market in 2020 there are significant challenges to face as the Semiconductor market prepares for the needs of the accelerated growth driven by the expected explosion in growth in the interconnected world. The build out of 5G infrastructure, IoT, Autonomous vehicles, AI and other novel applications will help drive demand in all sectors of the materials market, but consolidation trends, and geopolitical changes will drive new challenges for suppliers beyond just those of the device technology roadmap.