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Companies belonging to the semiconductor sector will be affected directly and indirectly by a number of disruptive opportunities and challenges that will jeopardize their corporate longevity over the coming decades. While described in detail within Quantumrun’s special reports, these disruptive trends can be summarized along the following broad points:
- First off, internet penetration will grow from 50 percent in 2015 to over 80 percent by the late-2020s, allowing regions across Africa, South America, the Middle East and parts of Asia to experience their first Internet revolution. These regions will represent the biggest growth opportunities for tech companies, and the semiconductor companies that supply them, over the next two decades.
- Similar to the point above, the introduction of 5G internet speeds in the developed world by the late-2020s will enable a range of new technologies to finally achieve mass commercialization, from augmented reality to autonomous vehicles to smart cities. These technologies will also demand ever more powerful computational hardware.
- As a result, semiconductor companies will continue to push Moore’s law forward to accommodate the ever growing computational capacity and data storage needs of the consumer and business markets.
- The mid-2020s will also see significant breakthroughs in quantum computing that will enable game-changing computational abilities applicable across many sectors.
- The shrinking cost and increasing functionality of advanced manufacturing robotics will lead to further automation of semiconductor factory assembly lines, thereby improving manufacturing quality and costs.
These broad trends will have far-reaching effects on the semiconductor sector that will influence the sector’s long-term development.
To stay informed about these and other trends, as well as the emerging opportunities and threats facing the semiconductor sector, consider investing in Quantumrun Foresight sector forecast reports. Contact us today to learn more.
