five market trends in mobility and semiconductors

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© 2013 WIPRO LTD | WWW.WIPRO.COM 1 Five Market Trends in Mobility and Semiconductors Wipro and the Outsourcing Center

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Companies will have to keep up with consumer expectations. And the consumers are getting choosy. One of the primary reason for exploding innovation in the semiconductor business is the mobile device

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Page 1: Five Market Trends in Mobility and Semiconductors

© 2013 WIPRO LTD | WWW.WIPRO.COM 1

Five Market Trends

in Mobility and

Semiconductors

Wipro and the Outsourcing Center

Page 2: Five Market Trends in Mobility and Semiconductors

© 2013 WIPRO LTD | WWW.WIPRO.COM 2

Five Market Trends in Mobility

and Semiconductors

HIGHLIGHTS

Companies will have to keep up with consumer

expectations. And the consumers are getting

choosy. One of the primary reason for

exploding innovation in the semiconductor

business is the mobile device

This report explores the 5 trends and also the

market demands & challenges that are driving

these trends

Page 3: Five Market Trends in Mobility and Semiconductors

© 2013 WIPRO LTD | WWW.WIPRO.COM 3

Power has to as efficient as

possible and chips as thin as

possible. The power-

performance battle between

leading players will be the

differentiator that determines

who survives in the coming

years

Changing OEM behavior

means semiconductor films

must understand indigenous

market trends. The use of

dual-SIM is for example very

different in India and Brazil.

Emerging markets need new

strategies

Semiconductor firms are now

producing white label phones.

You have to be a one stop

shop, as OEM’s demand more

than just hardware

Market demands driving the trends

OEM Behavior

Change

Market

Knowledge Power

Demands

Page 4: Five Market Trends in Mobility and Semiconductors

© 2013 WIPRO LTD | WWW.WIPRO.COM 4

Trend 1: Commoditization

In today’s world, semiconductor manufacturers have to

be a one stop shop for complete products- this is

driving commoditization

It is imperative for semiconductor manufactures to

come up with something unique that can’t be

commoditized - the only way to do this is through

software and content

Content is king and drives volumes

Example: iTunes drives the iPad and iPhone and not

the device alone primarily

Page 5: Five Market Trends in Mobility and Semiconductors

© 2013 WIPRO LTD | WWW.WIPRO.COM 5

Trend 2: Tablets

Tablets are fast replacing traditional PCs and newer

form factor devices with new use cases are picking up

momentum

Content and apps are what drives tablet sales

Page 6: Five Market Trends in Mobility and Semiconductors

© 2013 WIPRO LTD | WWW.WIPRO.COM 6

Trend 3: The Battle across four screens

User buttons or comfort should be uniform across these

four mediums

The semiconductor industry has to provide the

integrator for software and hardware to work across

screens

‘Immediacy needs’ represent a huge opportunity and

this will drive future chip set sales

This is not only relevant to consumer goods but will also

affect corporate environments like data centers

Example: A consumer watches a movie on a smart TV.

He hears a song in the movie and wants to know the

name and artist. He uses his TV remote to turn the TV

screen into a computer screen. A search screen helps

him remember the name of that song– this is defined as

‘comfort experience’

The four screens are a computer, a mobile phone, an automobile and a consumer

electronic device like a TV. User buttons should be consistent across all four screens

Page 7: Five Market Trends in Mobility and Semiconductors

© 2013 WIPRO LTD | WWW.WIPRO.COM 7

Trend 4: Enterprise Mobility

Today everything has to be mobile enabled especially

with software-as-a-service apps

Traditional IT budget funds, which paid for data centers

and hardware, now are flowing to cloud, analytics, big

data and mobility

Example: BYOD has become a norm and is a

workplace demand along with security and regulatory

requirements

Page 8: Five Market Trends in Mobility and Semiconductors

© 2013 WIPRO LTD | WWW.WIPRO.COM 8

Trend 5: Application Development

iOS. Android. Windows 8. Intel - Everyone is developing

apps for them -- The winner will be the one with the

most apps

By 2015 both television and computers will be touch

screen

Page 9: Five Market Trends in Mobility and Semiconductors

© 2013 WIPRO LTD | WWW.WIPRO.COM 9

The Challenges to the industry

Semiconductors are a cyclical industry that is not for the faint-hearted

Consolidation: the industry is consolidating as every

firm struggles with these five trends

Capacity: Sometimes the foundries that manufacture

chips can’t meet demand, thus creating a shortage. This

obviously creates problems for those companies that

must buy chips

Page 11: Five Market Trends in Mobility and Semiconductors

© 2013 WIPRO LTD | WWW.WIPRO.COM 11

About Wipro Ltd.

Wipro Ltd. (NYSE:WIT) is a leading Information

Technology, Consulting and Outsourcing company

that delivers solutions to enable its clients do

business better. Wipro delivers winning business

outcomes through its deep industry experience and

a 360 degree view of "Business through

Technology"; helping clients create successful and

adaptive businesses. A company recognized

globally for its comprehensive portfolio of services,

a practitioner's approach to delivering innovation

and an organization wide commitment to

sustainability; Wipro has over 140,000 employees

and clients across 57 countries. For more

information, please visit www.wipro.com.

Page 12: Five Market Trends in Mobility and Semiconductors

© 2013 WIPRO LTD | WWW.WIPRO.COM 12

Thank You ©Wipro Limited, 2013. All rights reserved.

For more information visit www.wipro.com

No part of this document may be reproduced in

whole or in part without the written permission of the

authors.

Wipro is not liable for any business outcome based

on the views presented in this document. For specific

implementation clients should take advise from their

client engagement manager.