理特咨询：2024全球半导体价值链本地化研究报告（英文版）（24页）.pdf

1、LOCALIZING THE GLOBAL SEMICONDUC TOR VALUE CHAINStrategizing for growth while building resilience in the rapidly evolving industry2024CONTENTEXECUTIVE SUMMARY 31.EMPOWERING ICT:THE CRUCIAL ROLE OF SEMICONDUCTORS 42.DECODING TODAYS SEMICONDUCTOR VALUE CHAIN 63.TURBULENCE IN SEMICONDUCTOR INDUSTRY:REC

2、ENT EVENTS 104.ECONOMIC COUNTERMEASURES FOR SEMICONDUCTOR SUPPLY CHAIN SHOCKS 145.SCALING UP THE SEMICONDUCTOR TECHNOLOGY INDUSTRY VALUE CHAIN 18CONCLUSION 20SHINICHI AKAYAMAPartner,Telecommunications,Information Technology,Media&Electronics(TIME)Practice,JapanDANIEL CHOWPrincipal,Innovation Practic

3、e,Southeast AsiaSUBRAT GUPTAManager,TIME Practice,Southeast AsiaWe would like to acknowledge all those who contributed in the review of this Report,especially:Dr.Klaus Schmitz,Yuma Ito,Abhishek Srivastava,and Javier Soong.2Semiconductors are the bedrock of modern information and communications techn

4、ologies(ICT).Within a highly globalized yet specialized semiconductor value chain,seismic shifts are underway amid supply chain challenges stemming from geopolitical issues and demand-supply imbalances.Global interdependencies characterize the supply chain,highlighting vulnerabilities to environment

5、al,geopolitical,economic,and technological risks.Consequently,governments must proactively anticipate and adeptly navigate global intricacies as they architect robust and efficient local semiconductor industries intertwined with the global value chain and yet sufficiently localized to ensure both lo

6、cal economic benefit and resilience against potential future chip shortages.Recent global events,including natural disasters,geopolitical conflicts,and trade disputes,have stressed the semiconductor industry,leading to supply shortages and economic impacts.Environmental risks like droughts and pande