When is a boom not a boom? Behold the 2025 chip market enigma. On the one hand, traditional markets such as smartphones, notebooks, wearables, TVs and even automotive, are in the doldrums - weighed down by high inflation, geopolitical uncertainty and the absence of breakthrough features, and on the other, AI server-related markets are red hot and boiling over. The net result is double-digit market growth driven by ASPs NOT units. Nice if you can get it, but bad news for the rest. It’s also swimming against the 70 plus year semiconductor tide, epitomized by Moore’s law (basically doing more for less).
- Is it actually ‘different this time’?
- Have AI servers really changed industry dynamics?
- Is the chip market now ASP not unit driven?
- What happens if the AI server market tapers off or crashes and burns?
Find out the answer to these and other key questions at the update webinar, full slide set, and Q&A option included.
Benefits of Attending
- Forecast data and industry market analysis will enable you to make more confident business decisions, allocate resources accordingly and help you analyse your business models and plans and adjust accordingly.
- Immersing yourself in up-to-date industry information will give you the knowledge to move ahead of your competition.
- Following the forecast, you will have the 'know-how' to identify industry patterns and market conditions you can expect to see in the immediate future and beyond.
- Insights based on the sound methodology and analyses honed over 55 years plus of direct industry experience, longer than any other analyst and most industry execs.
What Will I Learn?
- Hear an independent assessment of the World Economic Environment
- Get clarification of what is expected to happen in the semiconductor industry for the coming 6-12 months and beyond
- Explanation of the industry cycles and their effect
- See semiconductor market forecasts for the next five years
- See the identification of key application markets and their contribution to the semiconductor market
- Get statistics and analysis to use as a basis for company business decisions
Speakers
Malcolm Penn,
Chairman & CEO ,
Future HorizonsMalcolm Penn, Chairman & CEO, founded Future Horizons, a leading semiconductor industry analyst, in April 1989. He has 55 years of experience in the global semiconductor and electronics industry, including new business development, product management, manufacturing, marketing and design. He was previously VP at Dataquest, responsible for setting up all its European research operations; WW Component Engineering Manager at ITT Europe; and ITT Semiconductors, starting with TTL logic, MOS LSI, DRAM Business Group Manager and Executive Director of ITT’s UK-based semiconductor manufacturing operations. Prior to ITT Semiconductors, he was a systems design engineer at Venner Electronics, a UK company specializing in the design and development of electronic measurement instrumentation. Mr Penn studied Electronics Engineering at London’s Southbank University, graduating with a BSc (Hons) degree in 1966 during which time he worked his way through college as a professional R&B musician.
Who Should Attend
- All companies, small and large, from startups to established market leaders.
- Key decision-makers in the design, manufacture, or supply of semiconductors.
- Government organizations in industry, trade, and investment.
- Those involved in M&A, investment, or finance within the electronics industry.
- Senior industry executives planning future marketing strategy.
