2020 Semiconductor Market Review & 2021 Outlook

2020 Semiconductor MarketReview & 2021 OutlookDale Ford Chief AnalystFebruary 4, 2021 SIA RoundtableLooking Back~ 2020 ~A Whipsaw DisasterThat Required a Nimble ResponseCOVID-19 Supply Chain Impact 2020 COVID-19 Supply Chain Impact 2020 COVID-19 Supply Chain Impact 2020 Electronic Component Revenue GrowthSource: World Semiconductor Trade Statistics (WSTS),World Passive Trade Statistics (WPTS)Looking Forward~ 2021 ~ Semiconductor Revenue Growth Cycle Quarter-over-Quarter took a hit in summer 2020 Annual revenue cycle trends up starting September 2019 Annual revenue growth profile continued steady through 2020 Annual revenue growth breaks positive in August 2020 Strong demand and technology drivers Acceleratinggrowthin2021?Source WSTSN orth America Sentiment Survey TrendsSource: ECIA Electronic Component Sales Trends SurveyNorth America Lead Time TrendsSource: ECIAS olid Start to Current CycleMost cycles last about four yearsSource WSTS-6%-4%-2%0%2%4%6%8%-30%-20%-10%0%10% 20%30%40%1990199119921993199419951996199 7199819992000200120022003200420052006200 7200820092010201120122013201420152016201 7201820192020202120222023 Real GDP GrowthElectronic Equipment and Semiconductor Revenue GrowthElectronic Equipment OEM Factory RevenueSemiconductor RevenueWW Real GDPS emiconductor Revenue Growth CycleGDP Relationship Current Cycle Global GDP creates drag on Semiconductor growth Technology/ Market forces aligning to support growth in 2020+Source: IHSM Global Insight, O

Market Outlook •Technology and market drivers build momentum •Economic stability needs to provide solid foundation •Adoption of new technologies in systems drives expanding design opportunities •Opportunities for new component technologies to make a mark •But don’toverlook need for legacy manufacturing capacity Positives • Medical Equipment ...

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