• 11:20 – 11:40

Semiconductor Market Outlook: Investment and Innovation Accelerate Next Growth Cycle

The end of last year marked the end of the market correction in the semiconductor industry. IDC will share our latest forecast as we reiterate the market’s key drivers and our expectation of 20% growth this year and double-digit growth in 2025.

IDC expects the semiconductor industry to see a couple of consecutive years of consistent double-digit growth as we continue to see the expansion of compute, AI, Auto, and a long-awaited recovery and replacement cycle that begins in the 2H’24 for PC’s and smartphones as we witness the start of edge-AI. Each of these markets are poised to drive over $100 billion in semiconductors each during our forecast horizon and will complement the total industry size by growing faster than the 5-year CAGR expected for the overall market.

Please join Mr. Morales as he shares his perspective on the semiconductor market and provides some key insights on the key global companies driving the growth including NVIDIA, Qualcomm, TSMC, Intel, AMD, NXP, Samsung, Micron, MediaTek, and others. How will this growth cycle fare for the entire supply chain?

Watch on ISES TV > PPTs in ISES Docs >
Mario Morales photo

Mario Morales

Group VP, Enabling Technologies and Semiconductors

IDC

Mario Morales is the group vice president of IDC’s enabling technologies, semiconductor, storage, and DataSphere research.

He is responsible for in-depth analysis, evaluation of emerging markets and trends, forecasting, and research of major semiconductor industry segments such as embedded and intelligent systems, wireless, personal computing, networking and cloud infrastructure, automotive electronics, and AI semiconductors.

BACKGROUND

Mr. Morales is an accomplished program vice president, manager, and industry expert with over 25 years of experience in building a multinational top-tier consulting, sales, and research team and driving a set of established businesses. Solid experience in managing strategic partnerships and advisory services with IDC’s largest multinational clients. Strong analytical, strategic planning skills, and managing complex projects involving strong collaboration across geographies, functional groups, and business units. Proven leadership skills and instrumental at establishing research and business KPIs.

Mr. Morales is a trusted advisor to leading high tech company executives, financial investors, and bankers on market landscape and direction, product and technology positioning, competitive benchmarking, M&A, HW, and SW technology, and brand health and sustainability. Established relationships with technology suppliers including Intel, Samsung, TSMC, Qualcomm, Huawei, HP, AMD, NVIDIA, Microsoft, Facebook, TI, Micron, UMC, SoftBank, ARM, NXP, and others.

Mr. Morales is the leading advisor and expert analyst for IDC’s largest Wall Street clients including investment banking, VC’s, and mutual and hedge funds across every major financial region.

Over his career, Mr. Morales has authored and co-authored over 240 reports and studies in the area of semiconductors, mobile, PC, wireless, embedded, IoT, and IT marketplace. His team is responsible for some of the most interesting and evolving tech in our industry including coverage of microprocessors, accelerated computing, storage, memory, sensors and connectivity. His team has been responsible for initiating coverage of emerging technologies for IDC, and driving new research business practices, and creating leading industry market models in DRAM, NAND, Embedded processors and controllers, AI ML architectures, cellular baseband modems, WiFi, cellular broadband, digital consumer, foundry, EMS, and intelligent systems.

His career includes past positions with NEC Electronics and Dataquest.

EDUCATIONAL ACCOMPLISHMENTS

  • B.S. in Finance and Accounting from San Jose State University
  • Fluent in English and Spanish
  • Frequent presenter and advisor to CEOs and executive teams across his portfolio of clients
  • Strong reputation as an advisor and industry expert on Wall Street
  • IDC executive analyst for Intel and Qualcomm
  • Frequent speaker, presenter, and moderator at IDC Directions events in Asia and semiconductor industy conferences including ISS, GSA, CASPA, CISES, and SEMI
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IDC is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. IDC helps IT professionals, business executives, and the investment community make fact-based decisions on technology purchases and business strategy. More than 1,100 IDC analysts provide global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries worldwide. For more than 50 years IDC has provided strategic insights to help our clients achieve their key business objectives. IDC’s Insights businesses provide industry-focused advice for IT buyers in the Financial, Government, Health, Retail, Manufacturing and Energy verticals. IDC is a subsidiary of IDG, the world’s leading technology media, research, and events company. You can learn more about IDC by visiting www.idc.com.

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