🎯 Key Takeaways for quick navigation: 00:00 🧐 Introduction to Semiconductor Industry - The semiconductor manufacturing process includes three key phases: chip design, IC manufacturing, and assembly and testing. 02:50 🏭 Importance of Assembly and Testing - The assembly and testing phase plays a critical role in semiconductor production, involving logic definition and hardware assembly. 03:20 🌐 Global Semiconductor Industry Overview - The semiconductor manufacturing process involves three main steps: Upstream, Midstream, and Downstream. - The United States dominates the Logic Design phase, holding the largest market share. - Midstream is primarily led by Japanese and Taiwanese companies. - China is dominant in the Downstream phase, having a significant market share. 04:13 💰 Market Value and US Dominance - The global semiconductor market is valued at $754 billion. - The United States holds the most significant market share in the Logic Design phase. - US companies excel in creating the logic for semiconductor chips. 05:05 🏗️ Semiconductor Manufacturing Process - Semiconductor manufacturing involves intricate processes such as Logic Design, Mask Creation, Fabrication, and Testing. - The fabrication phase creates wafers and devices with wafer testing and die singulation. - Semiconductor manufacturing is highly complex and not comparable to rocket science. 06:32 💻 Semiconductor Design Process - The country's expertise in semiconductor design depends on factors like research and development expenditure and government incentives. - The US is a dominant player in semiconductor design, with a global R&D spend of 54.5% in 2011, which increased to 55% in 2021. 07:01 🧪 Semiconductor Materials - High-quality materials like pure silicon and wafers are essential in semiconductor manufacturing. - Different countries are involved in the production of these materials. Japan is known for providing silicon wafers, and Taiwan plays a significant role in fabrication. 07:29 🏭 Semiconductor Fabrication - Fabrication, where silicon wafers and materials undergo processes like etching and deposition, is a crucial part of semiconductor manufacturing. - Taiwan is a significant player in the fabrication phase, utilizing materials from countries like Japan. 08:53 🏁 Semiconductor Assembly and Testing - The assembly and testing of semiconductor chips are critical steps in the manufacturing process. - China is a major contributor to the assembly phase, thanks to its significant market share. 09:43 💰 The Importance of Semiconductor Designing - High revenue from designing leads to a larger market share. 10:08 🌏 Evolution of the Global Semiconductor Industry - Japan's growth phase in the 1970s and 1980s saw the transfer of this industry. - Governments worldwide recognized the high-growth potential of the industry. - South Korea and Taiwan saw significant growth due to government support and consortiums. - Proactive technology and R&D incentives spurred growth in Taiwan. - China's reform in the 1990s marked the beginning of rapid growth in China. 11:04 💼 Importance of the Asian Markets - Taiwan and South Korea hold a substantial market share in the semiconductor industry. - The semiconductor industry is a significant part of their GDP. 11:30 💱 Semiconductor Market Size - The semiconductor market is estimated to reach $54 billion by 2026. - It has undergone rapid growth, with substantial year-on-year increases. 12:24 📈 Impact of Semiconductors on Various Industries - The semiconductor industry had a substantial impact on various industries during the pandemic. - Increased demand for electronic devices affected digital and automotive industries. 12:51 🚀 Semiconductor Industry Growth - Sectors like laptops, smartphones, electric vehicles, and AI-driven technologies have significantly contributed to the growth of the semiconductor market. - Expectations suggest that the semiconductor industry's revenue will continue to grow, with an anticipated 10% growth by 2026, due to consumer demand. 13:18 📈 Evolution of Dominance in the Semiconductor Industry - American companies have taken the lead, especially with a focus on logic-based design and integrated circuit design in the2000s. - In 2020, American companies significantly impacted the market, with seven of the top 10 semiconductor companies being American. 14:33 🌐 Regional Market Share in Semiconductor Design - China and Taiwan combined hold more than 60% of the market share in the "Out" segment, indicating their dominance. 15:51 🏢 Company Involvement in All Segments - This means that they are engaged in each part of the semiconductor industry, even if they don't perform every stage themselves. 16:44 💹 India's AI-based semiconductor market dominance - Some companies in India have achieved significant market share in AI-based semiconductors due to their strong logic-based semiconductor capabilities. - India's AI semiconductor industry exhibits higher asset turnovers, with companies like Intel investing only 1.1 times their assets. 17:10 🏭 Manufacturing and asset turnover - Other foundries in China and Taiwan operate with margins ranging from 20% to 33%. - The semiconductor industry requires substantial investments, and asset turnovers are a key indicator of industry competitiveness. 17:45 💰 Government support and investments - In 2018, Taiwan's government invested $18.4 billion in the industry, while China invested over $30 billion in 2019 and 2020. - Government support is crucial as private industries find it challenging to make such high investments. - The expected growth from 2025 to 2030 is approximately 33%. - India has the potential to catch up and compete in the global semiconductor market. 20:36 🔍 Factors Hindering Semiconductor Industry in India - India's semiconductor industry faces challenges due to high initial investment requirements. - Complex legal compliances, including infrastructure and logistics, are essential for semiconductor manufacturing. 21:04 🚀 Government Initiatives and Infrastructure Thrust - The Indian government has shown increased interest in infrastructure development. - Various production-linked incentive schemes have been introduced across different sectors. 21:32 🎨 India's Potential Dominance in Semiconductor Design - India's significant workforce in semiconductor design could play a vital role. - A massive pool of skilled engineers specialized in semiconductor design exists in India. - The challenge is to harness this talent within India rather than abroad. 22:25 🤔 Missed Opportunities and Incentives - India had the opportunity to be a leader in semiconductor design and electronics a couple of decades ago. - India has a large global workforce but lacks design capabilities in these industries. - Current government incentives offer around $10 billion for the semiconductor and display ecosystem. 23:21 💰 Government Incentives for Electronic Manufacturing - The Indian government has announced investments of around $13 billion for electronic manufacturing, which covers various sectors such as mobile phone manufacturing, semiconductor fabs, and more. - The government offers a total of around $30 billion in incentives, and some are specifically targeted at applications and product design support, indicating a strong push for the electronics industry in India. 23:49 📈 Criteria for Incentives and Investment - The Indian government is offering various incentives, including a 50% reimbursement of incremental expenditure for product design-linked incentives. - The government has deployed linkedincentives for companies engaged in semiconductor product design and application for infrastructure support. 24:15 🌟 Potential Areas for Investment - Outsourced semiconductor assembly and testing (OSAT) is a potential market in India, involving the assembly and testing of semiconductor devices. - OSAT is a significant industry segment that contributes to the global market, with revenues of around 7% of the industry's total revenue. - Taiwan and China currently dominate this segment, but India shows potential with its large pool of engineers. 25:08 🌏 The Global OSAT Market - Taiwan and China currently dominate the OSAT industry with strong financial performance. - These countries have gross margins ranging from 40% to 45%, indicating their dominance in the global OSAT market. 26:00 💼 Investment Opportunities in India's Semiconductor Industry - Companies in India have applied for incentives and are investing in the semiconductor industry. - The scope for companies to become major players in India's semiconductor industry is substantial, with healthy profit margins and attractive equity returns. - Upcoming videos will provide a comprehensive analysis of Indian semiconductor-related companies, assessing their potential, valuations, and investment perspectives. - These analyses will focus on understanding how the global semiconductor industry operates and the potential of India's semiconductor industry. - The videooffers insights into the global semiconductor industry, highlighting the strategies and competencies of different countries. 27:22 🔍 Final Thoughts and Call to Action - The video concludes by encouraging viewers to explore India's potential in the semiconductor industry and the critical factors that determine success. - It asks viewers to like, comment, and share the video for maximum reach, emphasizing the importance of understanding the semiconductor landscape.
Nobody in India explained this industry as you. Brilliant Brilliant 👌 Just Brilliant. Now we need a video on potential Stocks too. Respect from Amritsar Punjab
It is good to learn some very important factors explained in this video besides share market mechanism.Mandarji,very well explained the other side of industry.Thank you very much.
🎯 Key Takeaways for quick navigation:
00:00 🧐 Introduction to Semiconductor Industry
- The semiconductor manufacturing process includes three key phases: chip design, IC manufacturing, and assembly and testing.
02:50 🏭 Importance of Assembly and Testing
- The assembly and testing phase plays a critical role in semiconductor production, involving logic definition and hardware assembly.
03:20 🌐 Global Semiconductor Industry Overview
- The semiconductor manufacturing process involves three main steps: Upstream, Midstream, and Downstream.
- The United States dominates the Logic Design phase, holding the largest market share.
- Midstream is primarily led by Japanese and Taiwanese companies.
- China is dominant in the Downstream phase, having a significant market share.
04:13 💰 Market Value and US Dominance
- The global semiconductor market is valued at $754 billion.
- The United States holds the most significant market share in the Logic Design phase.
- US companies excel in creating the logic for semiconductor chips.
05:05 🏗️ Semiconductor Manufacturing Process
- Semiconductor manufacturing involves intricate processes such as Logic Design, Mask Creation, Fabrication, and Testing.
- The fabrication phase creates wafers and devices with wafer testing and die singulation.
- Semiconductor manufacturing is highly complex and not comparable to rocket science.
06:32 💻 Semiconductor Design Process
- The country's expertise in semiconductor design depends on factors like research and development expenditure and government incentives.
- The US is a dominant player in semiconductor design, with a global R&D spend of 54.5% in 2011, which increased to 55% in 2021.
07:01 🧪 Semiconductor Materials
- High-quality materials like pure silicon and wafers are essential in semiconductor manufacturing.
- Different countries are involved in the production of these materials. Japan is known for providing silicon wafers, and Taiwan plays a significant role in fabrication.
07:29 🏭 Semiconductor Fabrication
- Fabrication, where silicon wafers and materials undergo processes like etching and deposition, is a crucial part of semiconductor manufacturing.
- Taiwan is a significant player in the fabrication phase, utilizing materials from countries like Japan.
08:53 🏁 Semiconductor Assembly and Testing
- The assembly and testing of semiconductor chips are critical steps in the manufacturing process.
- China is a major contributor to the assembly phase, thanks to its significant market share.
09:43 💰 The Importance of Semiconductor Designing
- High revenue from designing leads to a larger market share.
10:08 🌏 Evolution of the Global Semiconductor Industry
- Japan's growth phase in the 1970s and 1980s saw the transfer of this industry.
- Governments worldwide recognized the high-growth potential of the industry.
- South Korea and Taiwan saw significant growth due to government support and consortiums.
- Proactive technology and R&D incentives spurred growth in Taiwan.
- China's reform in the 1990s marked the beginning of rapid growth in China.
11:04 💼 Importance of the Asian Markets
- Taiwan and South Korea hold a substantial market share in the semiconductor industry.
- The semiconductor industry is a significant part of their GDP.
11:30 💱 Semiconductor Market Size
- The semiconductor market is estimated to reach $54 billion by 2026.
- It has undergone rapid growth, with substantial year-on-year increases.
12:24 📈 Impact of Semiconductors on Various Industries
- The semiconductor industry had a substantial impact on various industries during the pandemic.
- Increased demand for electronic devices affected digital and automotive industries.
12:51 🚀 Semiconductor Industry Growth
- Sectors like laptops, smartphones, electric vehicles, and AI-driven technologies have significantly contributed to the growth of the semiconductor market.
- Expectations suggest that the semiconductor industry's revenue will continue to grow, with an anticipated 10% growth by 2026, due to consumer demand.
13:18 📈 Evolution of Dominance in the Semiconductor Industry
- American companies have taken the lead, especially with a focus on logic-based design and integrated circuit design in the2000s.
- In 2020, American companies significantly impacted the market, with seven of the top 10 semiconductor companies being American.
14:33 🌐 Regional Market Share in Semiconductor Design
- China and Taiwan combined hold more than 60% of the market share in the "Out" segment, indicating their dominance.
15:51 🏢 Company Involvement in All Segments
- This means that they are engaged in each part of the semiconductor industry, even if they don't perform every stage themselves.
16:44 💹 India's AI-based semiconductor market dominance
- Some companies in India have achieved significant market share in AI-based semiconductors due to their strong logic-based semiconductor capabilities.
- India's AI semiconductor industry exhibits higher asset turnovers, with companies like Intel investing only 1.1 times their assets.
17:10 🏭 Manufacturing and asset turnover
- Other foundries in China and Taiwan operate with margins ranging from 20% to 33%.
- The semiconductor industry requires substantial investments, and asset turnovers are a key indicator of industry competitiveness.
17:45 💰 Government support and investments
- In 2018, Taiwan's government invested $18.4 billion in the industry, while China invested over $30 billion in 2019 and 2020.
- Government support is crucial as private industries find it challenging to make such high investments.
- The expected growth from 2025 to 2030 is approximately 33%.
- India has the potential to catch up and compete in the global semiconductor market.
20:36 🔍 Factors Hindering Semiconductor Industry in India
- India's semiconductor industry faces challenges due to high initial investment requirements.
- Complex legal compliances, including infrastructure and logistics, are essential for semiconductor manufacturing.
21:04 🚀 Government Initiatives and Infrastructure Thrust
- The Indian government has shown increased interest in infrastructure development.
- Various production-linked incentive schemes have been introduced across different sectors.
21:32 🎨 India's Potential Dominance in Semiconductor Design
- India's significant workforce in semiconductor design could play a vital role.
- A massive pool of skilled engineers specialized in semiconductor design exists in India.
- The challenge is to harness this talent within India rather than abroad.
22:25 🤔 Missed Opportunities and Incentives
- India had the opportunity to be a leader in semiconductor design and electronics a couple of decades ago.
- India has a large global workforce but lacks design capabilities in these industries.
- Current government incentives offer around $10 billion for the semiconductor and display ecosystem.
23:21 💰 Government Incentives for Electronic Manufacturing
- The Indian government has announced investments of around $13 billion for electronic manufacturing, which covers various sectors such as mobile phone manufacturing, semiconductor fabs, and more.
- The government offers a total of around $30 billion in incentives, and some are specifically targeted at applications and product design support, indicating a strong push for the electronics industry in India.
23:49 📈 Criteria for Incentives and Investment
- The Indian government is offering various incentives, including a 50% reimbursement of incremental expenditure for product design-linked incentives.
- The government has deployed linkedincentives for companies engaged in semiconductor product design and application for infrastructure support.
24:15 🌟 Potential Areas for Investment
- Outsourced semiconductor assembly and testing (OSAT) is a potential market in India, involving the assembly and testing of semiconductor devices.
- OSAT is a significant industry segment that contributes to the global market, with revenues of around 7% of the industry's total revenue.
- Taiwan and China currently dominate this segment, but India shows potential with its large pool of engineers.
25:08 🌏 The Global OSAT Market
- Taiwan and China currently dominate the OSAT industry with strong financial performance.
- These countries have gross margins ranging from 40% to 45%, indicating their dominance in the global OSAT market.
26:00 💼 Investment Opportunities in India's Semiconductor Industry
- Companies in India have applied for incentives and are investing in the semiconductor industry.
- The scope for companies to become major players in India's semiconductor industry is substantial, with healthy profit margins and attractive equity returns.
- Upcoming videos will provide a comprehensive analysis of Indian semiconductor-related companies, assessing their potential, valuations, and investment perspectives.
- These analyses will focus on understanding how the global semiconductor industry operates and the potential of India's semiconductor industry.
- The videooffers insights into the global semiconductor industry, highlighting the strategies and competencies of different countries.
27:22 🔍 Final Thoughts and Call to Action
- The video concludes by encouraging viewers to explore India's potential in the semiconductor industry and the critical factors that determine success.
- It asks viewers to like, comment, and share the video for maximum reach, emphasizing the importance of understanding the semiconductor landscape.
Nobody in India explained this industry as you. Brilliant Brilliant 👌 Just Brilliant.
Now we need a video on potential Stocks too.
Respect from Amritsar Punjab
Thanks for priceless information ❤
Great video ...great insight on Semiconductor value chain and global industry view
Very Insightful, Thanks for all the detailed Info
👌👍very excellent presentation.
Thanks a lot.
Make more videos regarding semiconductor companies.
Excellent video... explained very well
Thankyou for creating...😊
Big thank you mandaar and team yadnya
Superb analysis
Maja aa gaya
Appreciated your hard word, Needs lot of research to do such analysis❤
Highly detailed video. Thank you sir
Lot of knowledge
Vary informative 👌 👍
Comprehensive coverage and analysis. Well done.
awesome video,,very informative👍
It is good to learn some very important factors explained in this video besides share market mechanism.Mandarji,very well explained the other side of industry.Thank you very much.
Thank you mandar
Very detailed and informative analysis
If you know the basics of semiconductor industry the video agenda starts at 19:48
Yadna team doing very good Job....earning with give learnings
Please talk about listed indian companies in this industry
Same
Best video by investyadna
Please potential stocks ki details video bnaao Bhai. We need it.
Super explained
🎉🎉Good Knowledge
Great video. Where does tejas network stand in all this? Thank you
Semiconductor in very capital intensive and highly skilled job. Initial plants will not even breakeven for upto even 10 years
Ambani ya tata hi Kar payenge
😎 cool
excellent
very detailed!!
When will your next video to come
Sir please it for Carbon Fibre and it products
Ye pdf mil sakti h kya sir??
Please mention Indian Listed companies related to these theme especially on the hardware front?
Actually no one yet in the hardware front, all is going on is testing right now, by all the companies.
Whats the status of Tata group and Tata Elexsi? They had announced to for chip manufacturing in India.
Hcl ka nam bhi nahi liya inhone...
Will TATAELXSI get beneficial from it ?
Same question
you did not speak about one of the most important company in semi conductor field - ASML Advanced Semiconductor Materials Lithography
👍👍👍
Moschip technologies is into designing
Just checked kaynes.. I think you have made the video very late mandaar. The stock is already too too expensive.
Koi train pakdni h ... itni jldi kya h....
Thoda speed control kro
Semi conductor chale
Ab video start ho gai
Ek share to bata de
Bhashan do, bhag jo
Kaynes technology co.h