波士顿：对华贸易限制如何结束美国在半导体领域的领导地位（英文版）（42页）.pdf

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1、 1 BCG | HOW TRADE RESTRICTIONS WITH CHINA COULD END US LEADERSHIP IN SEMICONDUCTORS ABOUT THIS REPORT To assess how ongoing US-China trade frictions may affect the US semiconductor industry, the Semiconductor Industry Association (SIA) commissioned Boston Consulting Group to conduct an independent

2、study. The work included detailed modeling of the global demand and supply dynamics across end application markets and semiconductor product categories. BCG is wholly responsible for the analysis and conclusions that appear in this report. ABOUT BOSTON CONSULTING GROUP Boston Consulting Group (BCG)

3、is a leading global management consulting firm, with offices in over 50 countries. BCG partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we hel

4、p clients with total transformationinspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. ABOUT THE AUTHORS Antonio VarasAntonio Varas is a managing director and senior partner in the Silicon Valley office of Boston Consulting Group

5、and is a core member of its Technology, Media China could attain leadership in the long term. As experience in communications network equipment and other tech sectors has shown, once the US loses its global leadership position, this dynamic effectively reverses the industrys virtuous innovation cycl

6、e and throws US companies into a downward spiral of rapidly declining competitiveness and shrinking market share and margins. Lower R adaptive processing for multiple antennas and frequencies, for robust battlefield communication and radar systems Directed energy Advanced imagers, optoelectronic tec