How can AI promote the comprehensive recovery of the semiconductor industry and cleverly layout the related instrument industry?
The rapid development and application of AI technology are driving the comprehensive recovery of the global semiconductor industry, and it is expected that the global semiconductor market will achieve strong growth in 2024. According to Deloitte's "2024 Global Semiconductor Industry Outlook", AI driven generative artificial intelligence is driving the resurgence of the semiconductor industry, and it is estimated that global semiconductor sales will reach $588 billion in 2024, a year-on-year increase of 13%. The research report from Xiangcai Securities also points out that the rebound in demand for AI and consumer electronics is an important factor driving the recovery of the semiconductor industry.
In terms of domestic semiconductors, the Chinese semiconductor industry is expected to maintain high-speed growth through AI driven and demand recovery. From the supply side, the global supply chain is shifting towards multipolarity, and China's semiconductor industry is growing rapidly, leading the world. Its market share will continue to rise in the future. In addition, the increase in localization rate is also a major opportunity for China's semiconductor industry.
For the related instrument industry, clever layout can start from the following aspects:
1. Technological iteration and innovation: With the continuous advancement of AI technology, the demand for high computing power chips has surged, bringing new opportunities for technological iteration to the instrument industry. For example, core tracks such as GPUs, servers, and optical modules are expected to maintain rapid growth momentum. Therefore, instrument companies should pay attention to these emerging fields and develop testing and measurement equipment that meets high computing power requirements.
2. The process of domestic substitution: Currently, key fields such as electronic measuring instruments are still under control, and domestic substitution is urgent. Instrument companies can seize this opportunity, increase research and development investment, enhance independent innovation capabilities, gradually replace imported equipment, and increase market share.
3. Advanced packaging and testing equipment: AI related orders are a key focus of manufacturers' layout, and the demand for advanced packaging is in short supply. Instrument companies should actively layout advanced packaging and testing equipment to meet market demand. At the same time, pay attention to the performance improvement and order growth of the testing company, and adjust production plans and research and development directions in a timely manner.
4. Market demand and customer relationship: Due to the widespread application of AI, the recovery of the terminal product market has exceeded expectations, which will drive synchronous growth of the industry chain. Instrument companies should closely monitor changes in market demand, strengthen cooperation with downstream customers, and provide customized solutions to enhance market competitiveness.
5. Policy support and funding investment: National policy support and funding investment are crucial for the development of the instrument industry. Enterprises should actively seek government projects and funding support, accelerate technology research and industrialization processes.
In short, driven by AI, the domestic semiconductor industry will usher in a period of rapid growth. The related instrument industry should cleverly layout and seize this golden development opportunity through technological innovation, domestic substitution, advanced packaging equipment layout, and strengthening market demand research and customer relationship management.
Shanghai Peaks Measure&Control Technology Co., Ltd was founded in 2010, a High-tech manufacturer and supplier in China.We own multiple patents and software copyright about measurement and control applications of many technical indicators including temperature, humidity, speed, concentration, pressure.Overseas business has been expanded to Southeast Asia, Japan, South Korea, Africa and the Middle East, South America, USA，Indonesia, Russia, Brazil and Europe.Especially BRICS countries.
