Gary Patton, GloFo CTO and senior VP of worldwide R&D, spoke about three disruptive trends at SEMI’s recent ISS meeting: globalisation, climate change, and Moore’s Law.
Patton showed 2016’s global semiconductor merger and acquisition activity exceeding a staggering $130 billion and China’s rapidly growing IC production which is forecast to reach more than 20 percent of global output in 2020.
Patton identified five areas of semiconductor growth: IoT, Automotive, 5G, AR & VR, and AI.
From 2016 to 2025, Patton forecasted that semiconductor IoT content will grow from $15 billion to $62 billion;
Automotive will grow from $32 billion to $51 billion;
5G will grow from $0 to $20 billion;
AR/VR will grow from $4 billion to $131 billion;
AI will grow from $5 billion to $50 billion.