Semiconductor industry prosperity trough deeper horizontal collaborations

摘要

In the past over two decades, the horizontal cooperation in addition to the vertically integrated model played an important role in driving semiconductor industry growth. Especially in the last decade, the co-work among the EDA tool providers, equipment manufacturers, foundries, test houses and fabless chip providers proved to be powerful alternative to integrated model in supporting diversifying demands of system product solutions. However, as the industry approaches to maturing stage, the cost distribution among the horizontal value chain is changing so that it may hurt the possibility of emerging new players and may weaken the industry dynamism. To enhance the healthier growth in the next decade of the semiconductor industry, as an indispensable value creator for the whole industry and human welfare, the collaboration among the value chain must be developed. In this talk, trends of the value generation and cost sharing structure will be reviewed, and deeper mutual collaboration scheme for the industry prosperity will be discussed.