Market Insights Q3 2024 V2 - Flipbook - Page 14
enquiries@reboundeu.com
General Market Insight
Challenges
❖ Supply Chain Disruptions: Global logistical challenges continue to pressure electronics manufacturers to adopt more
resilient practices.
❖ Technology Adaptation: Rapid advancements in AI and robotics require significant investments and adaptation, posing
challenges for companies keeping up with technological shifts.
❖ Environmental Compliance: Increased environmental regulations necessitate investments in sustainable technologies,
often adding to operational costs
NEPCON Vietnam 2024 served as a pivotal event for the electronics industry, offering insights into the future of
manufacturing, the integration of AI and IoT, and the development of sustainable practices. It provided a platform for
networking, collaboration, and strategic discussions, preparing businesses to navigate the evolving landscape of
electronics manufacturing. In line with Rebound Electronics' commitment to keeping our customers informed about the
latest trends in the semiconductor industry, we are actively participating in these events globally highlighting the key
trends, challenges, and strategies surrounding the increasingly dynamic semiconductor industry landscape.
Semiconductor Supply Chain September 2024 Overview
In September 2024, the global semiconductor supply chain continued to evolve with key developments in production
capabilities, partnerships, and market dynamics. Major players are addressing supply challenges and capacity expansion to
meet growing demand, especially in sectors like electric vehicles (EVs), renewable energy, and artificial intelligence (AI).
Capacity Expansion
Companies like Onsemi are accelerating their investment in 8-inch silicon carbide (SiC) wafer production,
doubling their efforts in high-growth areas such as EVs and AI data centers. Meanwhile, Panasonic has ramped
up high-capacity EV battery production in Japan, positioning itself to supply key automakers like Tesla.
Geopolitical Influences
The U.S. CHIPS Act continues to reshape the semiconductor landscape, with Texas Instruments securing $4.6
billion in grants and loans for new manufacturing facilities in the U.S., highlighting efforts to bolster domestic
semiconductor production.
Technological Advancements
Infineon introduced a 300mm gallium nitride (GaN) wafer technology breakthrough, aimed at improving
efficiency, size, and cost for power electronics, reflecting the push for innovation across the supply chain.
Supply Chain Bottlenecks
Despite progress, companies are still dealing with supply chain challenges like rising SiC costs and market
oversupply, particularly in EV sectors where demand has softened in the short term.
The overall outlook for the semiconductor supply chain remains positive, driven by strategic investments and
innovations to meet future demands despite present hurdles.
REBOUND ELECTRONICS
Liaise with your account manager for more information.
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