德勤：2022年全球半导体行业展望报告（英文版）（7页）.pdf

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1、2022 semiconductor industry outlook23The chip shortage continues, as production will take time to catch up to demand 4The hunt for silicon talent intensifies 5The move to localize chip manufacturing gains momentum 6Digital transformation efforts accelerate 7Signposts for the future 8ContentsIn 2022,

2、 the global semiconductor chip industry is expected to reach about US$600 billion.1 But while its still dwarfed by farming, oil and gasindustries that are worth an annual US$10 trillion and US$5 trillion in revenue, respectively80% of the worlds food or fuel doesnt come from a handful of manufacture

3、rs concentrated in a just a few countries.Across multiple end markets, the absence of a single critical chip, often costing less than a dollar, can prevent the sale of a device worth tens of thousands of dollars. Based on our analysis, the chip shortage of the past two years resulted in revenue miss

4、es of more than US$500 billion worldwide between the semiconductor and its customer industries, with lost auto sales of more than US$210 billion in 2021 alone.2 Although annual semiconductor sales have traditionally trended upward, they have also demonstrated a characteristic cyclicality, with perio

5、ds of growth and contraction. In contrast, the growth in chip criticality has been a steady one that may even accelerate. Two factors are driving this trend. First, more and more products have at least some chips integrated into their design every year, and more and more products have more chips tha

6、n they used to, from connected devices in our homes to smart tags on every box in a warehouse. Thats not all; chips are also rising in their value and capabilities. For example, the semi content per car will roughly double between 2013 and 2030.3Although shortages have been painful for some customer