埃森哲：2019半导体行业技术愿景（英文版）（18页）.pdf

1、Technology Vision 2019 Semiconductor THE DUALITY OF TECHNOLOGY 2 THE DUALITY OF TECHNOLOGY New technologies impact industries across the board. But in the semiconductor industry, the very technologies disrupting the way companies operate are the same technologies they will use to create new products

2、 and businesses. Now is the time for semiconductor companies to take a strong position and proactively define the next generation of technologyin a dual role, as customer and producer. 2 THE DUALITY OF TECHNOLOGY 3 THE DUALITY OF TECHNOLOGY Five trends shape the near future: TREND 1: DARQ POWER TREN

3、D 2: GET TO KNOW ME TREND 3: HUMAN+ WORKER TREND 4: SECURE US TO SECURE ME TREND 5: MY MARKETS Understanding the DNA of DARQ Nine out of 10 semiconductor companies are experimenting with DARQ technologies already. DARQ technologies will not only change the semiconductor industry as they are applied

4、by semiconductor companies, they will also drive business growth. Blockchain/Distributed ledger technology is centered on driving improvements to business operations, via data provenance and faster traceability as well as enablement of compute and artificial intelligence (AI) capabilities. AI and ex

5、tended reality will require custom chips. And quantum computing will introduce an entirely new universe of compute engineering. Unlock unique consumers and opportunities As silicon technology becomes commoditized, semiconductor companies are looking for ways to differentiate. Offering silicon-as-a-s

6、ervice, participating in platforms, is one way to do that. As chips become more specific in nature for targeted applications, semiconductor companies want to own a connected asset capability, versus just a piece of hardware. To do that successfully, theyll have to know their customers inside and out