2024人工智能、全球竞争与半导体行业的未来报告（英）

A survey of global semiconductor executivesArtificial Intelligence, global competition and the future of our industryMoving fast and slow: AI, geopolitics and the strategic conundrum1. Our optimistic industry2. Our “love-hate” relationship with government policies3. Our views on technology competition between nations4. Our potential blind spot: the “home court”bias5. Our playbook: strategic moves and priorities6. Table of contentsForwardIntegrated Insights and GSA connected with over 130 semiconductor industry leaders from the US, Europe, Mainland China, Taiwan, and other regions to understand their perspectives on the long-term trajectory of our industry. The results highlight an optimistic industry that is laser-focused on “winning” artificial intelligence, while expressing deep concern about the negative impact of geopolitics. While different companies will take different approaches to these twin trends, nearly all respondents indicate that they can no longer perform “business as usual” - they will need strategic transformation for continued success.This publication is designed for semiconductor CEOs, COOs, CFOs, CTOs, global sales leaders as well as strategic and corporate development executives. It is equally relevant for executives of companies whose products rely on semiconductor components, including telecommunications infrastructure, cloud services, data centers, artificial intelligence platform providers, devices, and automotive electronics.01Moving fast and slow: AI, geopolitics and the strategic conundrumAn optimistic industry dealing with increasingly active governmentsOur findings showcase our industry’s remarkable sense of optimism, driven by robust growth and stable margins. Meeting the demand for artificial intelligence (AI) solutions remains paramount, with companies re-tooling their investments and “picking up the pace” to keep abreast of the rapidly changing market. Respondents, especially in Asia, believe that hardware — specifically the GPUs and CPUs fueling the AI boom — represents the most attractive segment in the AI technology stack. Respondents from the US and Taiwan are most optimistic about their region’s competitiveness in these booming markets.At the same time, respondents across all regions see an increasing impact from government policies. A substantial minority believes that government policies and funding (not the market) will drive the semiconductor industry going forward. While most respondents view their home government policies positively, the increased focus from policymakers results in geopolitical challenges. Respondents view US-China technology competition, which is driving the emergence of distinct US-centric and Chinese-centric supply chains, as the most significant threat to the semiconductor industry.4 5indicate margins in their segment will be stable or higher over the next 5 years2 3OUTOFindicate geopolitics is the biggest threat to our industry40%+believe hardware players will be long-term winners in AI44%