Driven by the revolution in science and technology, human society has initiated the process of industrialization revolution. This objectively promotes the further development of economic globalization and urbanization, and the rapid development of semiconductor technology will play an important role in meeting the challenges posed by these changes. Character. Semiconductors have already been tapped in the traditional electronics market. The potential is not great. If the semiconductors can be developed in the new technology and new energy fields in the future, the semiconductor industry will get even greater development.
The process of globalization has brought everyone closer to each other and this has placed greater demands on the future of communications electronics. With the transition from 3G to LTE technology, the requirements for reducing delays, increasing data rates, and system capacity have a large demand for everything from op amps to converters and even RF technologies and products. While the process of urbanization brings striking changes to the face of the city, the expansion of urban areas and the high density of population in the core region undoubtedly have brought tremendous pressure on urban transport.
In modern urban transport systems, the automation of rail transit, the positioning of expressway systems, and information communications are inextricably linked to semiconductor components and related solutions. With the increase in affluence and the accelerated aging of the population, people are paying more and more attention to their own health status, and have higher requirements on the sharpness of the medical detection equipment and the precision of the auxiliary surgical electronic equipment.
In addition, home and portable medical care will also become the main driving force for the growth of the Asian medical market, and MEMS and other high-performance semiconductor products and technologies will play an indispensable role in the application of medical electronics. Faced with the unavoidable environmental issue of global warming, the semiconductor industry not only adheres to the direction of low power consumption and high efficiency, and realizes more effective energy management of various types of electronic products. It is also committed to new energy sources such as wind power and solar energy. develop and use. This includes a large number of power management and inverter technologies including analog devices such as converters and sensors.
For semiconductor companies, if they want to gain the advantage of sustainable development under a broad market opportunity, in addition to seeking opportunities in the growth point of the recovery of the electronics market, it is necessary to adjust and maintain the company's 'elasticity'. The so-called flexibility is to use long-term, sustainable development perspective to see the problem. Adjusting the company's flexibility includes adjusting production efficiency and adjusting the elasticity of the supply chain, both inventory cycle and inventory days, to ensure the smooth flow of the supply pipeline.
Taking ADI as an example, we set up an R&D center by maintaining a high proportion of R&D investment, providing customers with LAB-tested laboratory circuits, providing humanized online and offline customer support and services, and better for engineers. They are designed to provide convenience, and to carry out university plans to cultivate innovative talents and other ways to maintain their own flexibility, and in order to better meet customer needs and meet industrial challenges. We believe that the semiconductor industry under challenge will finally usher in a warm spring.
Looking into the next five years, I think that some large contract manufacturers will carry out consolidation or contraction. In the process, I think that several large OEMs will also expand their scale to other market segments. At the same time, this will also directly benefit some of the major contract manufacturers and industries.
The supply chain will continue to grow and progress. Vendors must develop a better process for determining inventory levels, inventory types, and the services they provide. The best path to growth and development in the future will be those that can help customers solve their business challenges. This means that suppliers not only receive customers' orders and shipments, but also must understand the nature of the customers' problems and cooperate with them to solve problems together. These are the basic requirements for success and growth. If you want your company to grow, you must establish and maintain good customer relationships.
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