SEMI/Gartner Market Symposium

 

Monday, July 13, 2015
1:00pm–5:30pm
San Francisco Marriott Marquis
Golden Gate A

 

The SEMI Market Symposium, co-sponsored by SEMI and Gartner, provides a midyear market update as well as a forum to discuss pertinent business issues. SEMI and Gartner will present market forecasts and analysis for the semiconductor, capital equipment and semiconductor materials industries.

 

AGENDA

 

1:00pm-1:10pm

Welcome and Opening Remarks
 

David Christensen

Senior Research Analyst, Gartner

 


 


Jim Walker
Research Vice President, Gartner
 
1:10pm-2:00pm

Keynote:  

Ian Ferguson
Vice President,  Segment Marketing
ARM


 

The Electronics Industry of 2020:  How the Future Ecosystem will change within the Supply Chain


There has been much discussion in the past few years of the

potential that IoT has to impact the lives of consumers and

Enterprises.The opportunitiesforimproving costs, coupled with the ability to deliver
new services is causing traditional suppliers to rethink their product roadmaps and a slew of new companies areforming with a view to carving out a profitable slice of this new market. This presentation looks forward to 2020 and shares some thoughts as to how thesupply chain of the electronic industry could look in that timeframe.

 

2:00pm–2:20pm

Bob Johnson

Research Vice President
Gartner


 

Semiconductor, Capital Spending, Equipment Outlook: Uncertainties Ahead

 

Uncertainty returns to the semiconductor equipment industries as leading producers recover from excess inventory and the effects of a soaring dollar ripple through the industry. In logic, the battle for technology leadership continues as leading foundries and IDMs battle for
supremacy in the mobility segments. Memory investment continues to drive growth on the near term, but emerging oversupply conditions point to a near term correction. This presentation will present an overview of our
latest forecast for the semiconductor industry, capital spending andequipment markets, and will examine the implications of the changing growth patterns throughout the industry.

 

2:20pm-2:40pm

Sam Wang, Ph.D.
Research Vice President
Gartner


 

China's Funding of the Semiconductor Industry Affects Your Business More Than You Know

 

The aggressive China investment to grow the domestic capability of semiconductor manufacturing may not cause an immediate change to the competitiveness of  semiconductor vendors, but the  impacts have already been felt by many global companies. In this talk,

the reasons and  status of the Big Funding will be reviewed together with what will be expected next and how your business will be affected.

 

2:40pm-3:00pm

Lara Chamness
Senior Manager Market Analysis, SEMI

 

 

Semiconductor Wafer Fab Materials Market and Year-to-Date Front End Equipment Trends
 

2014 was a good year for the industry; semiconductor revenues reacheda record level and both the equipment and materials segments experiencedpositive growth for the first time since 2011. 2015 is off to a promising start

as the economic outlook remains cautiously optimistic. This presentationwill discuss the wafer fab materials market and provide a forecast through2016 as well as discuss year-to-date equipment trends based onSEMI's Worldwide Semiconductor Equipment Market Statistics (WWSEMS) program.


 

3:00pm–3:20pm

Christian Gregor Dieseldorff

Senior Analyst, Director Market Research
SEMI


 

To Boldly Go: Trends and Forecast for Fab equipment spending, Capacity and New Fab Projects

 

Connectivity, mobility and IOT: a new frontier! These are the fascinating trends and forecasts of SEMI's World Fab Forecast report.Its 2 year forecast. We explore the past and look into the future for fab equipment spending and capacity. We seek out new fab projects for 300mm, 200mm and beyond and boldly talk about changes which affect the industry.


3:20pm–3:50pm Break
 
3:50pm-4:10pm

Michele Reitz
Principal Research Analyst , Gartner


 

Wearables at the Peak of Inflated Expectations:  Myths and Realities

 

Wearables (as a subset of the IoT) are oft-hyped as a potential “net new” opportunity for semiconductor market growth.  As the market emerges, we discuss how semiconductor vendors are gaining share, and quantify the revenue potential through 2019. 
How can semiconductor and equipment companies capitalize on the new growth areas for maximum value in this high growth market?

 
4:10pm-4:30pm

 

Dean Freeman
Research VP, Gartner


 

How the IoT will Impact MCU Intelligence

 

The MCU is at the core of the internet of things; however, before themicrocontroller (MCU) manufacturers get to excited they need tounderstand that how their customer designs their IoT architecture willimpact the intelligence of the MCU.  Depending upon the how network,

latency, and the amount of work the thing on the edge is designed toperform, it will have a significant impact on the Type of MCU that will be employed in the thing.

 
4:30pm-4:50pm

James Hines photo

 

James Hines

Research Director, Gartner
   

Automotive Electronics in the IoT Age

 

Electronic content in automobiles has been increasing steadily overthe past decade, driven by adoption of infotainment systems andadvanced driver assistance systems (ADAS). Automotive semiconductors

is now a $30 billion market. The connected car is here, ushering in theera of the internet of cars. What does this mean for semiconductorcompanies and their equipment and materials suppliers?

 

4:50pm-5:20pm

Allen Lu, Ph.D.
President, SEMI China

 


 
Overview of China Semiconductor Industry

While China is an important manufacturing region for the semiconductor industry, China headquartered companies encounter a number of challenges compared to leading global players. These include the huge funding required for advanced IC manufacturing, the late start and lack of scale of the domestic companies, and previous reliance on government initiatives to compete in the global market.

To create new growth opportunities for the China semiconductor industry, the government has implemented a different approach to scale up China’s IC industry. Investments directed by professional investment managers will fund China companies to develop leading edge products and solutions with respect to IC design, wafer fabrication, advanced packaging, and equipment and materials. Investments will include funding for merger and acquisitions and to foster global collaboration so to scale the capabilities of China-based companies.

 Today, the electronic product eco-system is well established in China, especially in the mobile and consumer sectors, so new investments to scale IC design and manufacturing will boost the semiconductor industry eco-system in China as well.

 
5:20pm-5:30pm

Closing Remarks
David Christensen

Senior Research Analyst, Gartner

 

Jim Walker
Research Vice President, Gartner 

You will learn  

  • Updated industry outlook, market analysis and forecast for semiconductors, equipment and   materials
  • Market trends, opportunities and issues impacting SEMI members, their customers and the industry as a whole

Who should attend

  • Senior professionals in marketing
  • Sales
  • Procurement
  • Business development
  • Consulting and product planning.
  • Finance

Registration

Until June 5
Starting Jun 6
SEMI Member $370 $495
Non Member $495 $620


Sign up for both Market Symposium and the VIP Reception and get a discount!

 

Until June 5 Starting Jun 6
SEMI Member  
$430     $560
Non Member $560 $600

 

 

How to Register for this Program

 

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