Since the beginning of this year, the semiconductor sector has maintained a high level of prosperity, with clear signs of overall industry recovery.windData shows that according to the Shenwan secondary industry classification, in the first half of this year,159Semiconductor industry listed companySince the beginning of this year, the semiconductor sector has maintained a high level of prosperity, with clear signs of overall industry recovery.windData shows that according to the Shenwan secondary industry classification, in the first half of this year,159Semiconductor industry listed companyOperating revenue increased year-on-year26.58%The total net profit attributable to shareholders of the listed company increased year-on-year35.91%What will be the semiconductor market outlook for the fourth quarter of this year and the first half of next year, and which sectors will perform well? Artificial intelligence has played an important role in boosting the semiconductor industry this year. What will be the future development path of artificial intelligence?
Frost & SullivanFrost & Sullivan,Zhang Shouyu, consulting manager of Frost & Sullivan Greater China region (hereinafter referred to as 'Frost & Sullivan'), was interviewed by Securities Daily to discuss how the semiconductor market outlook will unfold.
Securities Daily
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Q: Artificial intelligence has played an important role in boosting the semiconductor industry this year. What will be the future development path of artificial intelligence?
In the past two years, the rapid rise of generative artificial intelligence technology has brought significant opportunities to the semiconductor industry, drivingAISignificant growth in shipments of chips and memory chips. Against this backdrop, the application of artificial intelligence in the semiconductor industry will continue to occupy a core position, especially in key downstream markets such as automotive and consumer electronics. For example, in the automotive market, despite limited growth in the overall vehicle market, the trend towards automotive intelligence and electrification will drive more automotive systems to rely on high-performance chips, stimulating demand for semiconductors. In the consumer electronics market, it is expected that there will be more integration.AIDevices with features such asAIsmartphone,AIPersonal computers andAIThe introduction of wearable devices and other products into the market has further driven the growth of semiconductor demand.
Q: How should we view the semiconductor market in the fourth quarter of this year and the first half of next year? Which sectors are expected to perform well?
It is expected that with improved demand and normalization of inventory, the semiconductor industry will gradually recover, especially showing signs of recovery in the fourth quarter at the end of this year. Against this backdrop, third-generation semiconductors represented by silicon carbide and gallium nitride are expected to see significant growth due to their advantages in thermal conductivity, breakdown electric field, saturated electron drift rate, and radiation resistance. Compared to silicon-based materials, third-generation semiconductor materials have better high voltage resistance, high temperature resistance, high frequency resistance, and high thermal conductivity, and possess advantages such as energy saving, reduced electronic device size, and greater environmental friendliness. These performance advantages make third-generation semiconductors5GThe era has set higher demands for electronic devices, which are clearly competitive. Currently, the penetration rate of third-generation semiconductors is still at a low point. With the rising demand for third-generation semiconductors from downstream markets represented by new energy vehicles, as well as the cost reduction after technological maturity, the market for third-generation semiconductors will perform well in the future.
*This interview has been published in Securities Daily The reporter is Zhang Wenxiang, and the original title is: 'Direct Insights into the Collective Roadshow of the Semiconductor Industry in Shanghai: Recovering Demand The industry is expected to develop steadily and upwardly".
