External Document:
Shifting sands in the semiconductor industry
Here are 2 recent articles from BCG on the semi industry, under the theme of 'shifting sands'. BCG argue that we are now in the 'post-PC era, where demand from buyers is changing, becoming more fragmented, which shorter life cycles, whihch combined with the technical challenges of investing in technology necessary to keep up with Moore's Law creates what BCG believe is a seminal transition period.
There are two articles in the series: the first one is about the semiconductor industry more generally, particuarly the profit challenges it faces. Read it here:
The second one focuses more on the challenges for the foundries, who despite experiencing drantic growth, BCG argue will not have an easy ride. Read it here:
Keywords: IDMs, foundries, fabless, value creation, semiconductor value chain, moore's law, .