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埃森哲:2024生成式AI在半导体行业中的作用研究报告:打破壁垒 建立连接(英文版)(24页).pdf

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1、1Copyright 2024 Accenture.All rights reserved.Generative AIs role in the semiconductor industry.Breaking barriers,building connections 2Copyright 2024 Accenture.All rights reserved.Marco AddinoManaging DirectorSemiconductor EU LLinkedInAlex Olea Managing Director,Semiconductor NA LLinkedInPadampreet

2、 SinghManaging Director High tech Global Data&AI LLinkedInMatthew HaggertyManager High tech Global Research Lead LinkedInAuthors3Copyright 2024 Accenture.All rights reserved.Document Overview Section 1:Section 2:Section 3:Section 4:Section 5:47101318Setting the stage From barriers to boundarylessLea

3、d and learn differently to reshape the workforceNo-regret/Strategic bets Embracing the future with generative AI4Copyright 2024 Accenture.All rights reserved.Setting the stageUnderstanding the current state and emerging challenges in the semiconductor industry.Section 1:4Copyright 2024 Accenture.All

4、 rights reserved.Breaking barriers,building connections5Copyright 2024 Accenture.All rights reserved.The modern world is built on the semiconductor industry and the technologies their products enable.Our smartphones,automobiles,power stations and countless other crucial pieces of the global economy

5、rely on continued innovation from the chips the industry designs and produces.This fact is the source and product of fierce competition between semiconductor companies who have long focused their investments on continued chip innovation.But this path is coming up against new challenges in design,man

6、ufacturing and demand.Key talent is in increasingly short supply and chip design continues to run up against the laws of physics.Geopolitical tensions and onshored manufacturing add another layer of complexity,further clouding the future of innovation.1These challenges are presenting at a time when

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本文主要探讨了生成性AI在半导体行业中的作用和应用。文章指出,半导体行业正面临设计、制造和需求方面的挑战,而生成性AI的出现为行业创新提供了新的机遇。文章通过调查300名全球半导体高管发现,近三分之一的受访者认为,生成性AI在设计和制造等领域的创新是该行业的主要优势。文章还指出,采用生成性AI可以提高收入,预计到2026年,采用生成性AI的公司的收入增长将比其他公司高出37个百分点。 文章还强调了行业面临的挑战,如数据安全、技术债务和知识产权问题,以及人才短缺。为了解决这些问题,文章建议半导体公司应采用更广泛的视角,利用生成性AI改造整个价值链,以实现创新。此外,文章还提出了四个优先事项,以帮助半导体公司利用生成性AI实现价值,包括设计战略性的旅程、利用生态系统扩大生成性AI的应用、找到合适的数据基础和“无遗憾”的举措,以及找到最适合业务快速交付和分享胜利的方法。
半导体行业如何利用生成式AI实现创新? 生成式AI如何帮助半导体行业解决人才短缺问题? 半导体行业如何通过“无遗憾”投资实现快速收益?
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