GLG Network Survey: Automotive Semiconductor Market II

SURVEY DETAILS

TARGET POPULATION

GLG interviewed 70 senior executives with knowledge of the automotive semiconductor market within the US and Europe (United Kingdom, France, Germany, Spain, and Italy).

What will you learn from this survey?

• Experts provided an overview of the current situation for automotive semiconductors space in the US, including key drivers for adoption.
• This survey covered market trends in chip demand and the constraints causing bottlenecks for chip output.
• Lastly, the research also investigated how various parts of automotive production are impacted and gathered experts’ views on the outlook for 2024.

Example of findings:

• Sensors (33%) is perceived to have been most impacted by supply shortages, followed by MCU (29%).
• The shortage in semiconductors has impacted Electric Vehicle production more than ICE vehicle production.
• Demand for chips within the automotive industry is being driven most strongly by the logic (non-memory) and memory markets, both of which are seen as drivers by around half of experts.

DELIVERABLES

The GLG Surveys team drafted the questionnaire with the support of GLG Network Member, Dr. David Smith, Technical Assessment Consultant, and former Vice President at Lam Research Corporation.

The standard deliverable includes:

• 1 x Individual responses (“raw data”) in Excel.
• 1 x PPT report with aggregated data.
• In-depth PowerPoint report of survey findings presented by the Council Member via webcast (optional).

SAMPLE QUESTIONS

• At a total global level, how do you expect automotive semiconductor capacity to change in the first half of 2023 compared to the second half of 2023?
• What is the likelihood of there being an overcapacity situation for automotive semiconductors within the industry by the end of 2024?
• When do you expect the supply shortage for automotive semiconductors to be resolved for the majority of auto manufacturers?
• How has the demand for electric vehicles change the semiconductor supply?
• Which of the following semiconductor suppliers do you believe benefits the most from the increased demand for EV/electrification chips?
• What is the likelihood of there being an overcapacity situation for automotive semiconductors within the industry by the end of 2024?
• What is your expectation for the demand of Si at an industry level in 2024 compared to 2023?

ACCESS

This survey is available to subscribers of the Energy and Industrials (EI) sector (Limited subscriptions and above). This offer includes the raw data file and a high-level presentation through PowerPoint. Please contact your GLG representative for details on your firm’s access.

DISCLAIMER:

Please be advised that GLG Network Surveys operate differently than traditional GLG consultations, surveys, teleconferences, etc. and it is advisable that you consult with your firm’s legal and/or compliance department to review your use of the product and the payment for such work under your current subscription. 

By downloading this document and/or participating in the Network Survey, you understand and agree that the information and material provided by GLG, including survey results and survey proposal information, is provided for your own insight and informational purposes only. You further acknowledge and agree that this is a Network Survey for multiple GLG clients, and the results will be provided to all GLG clients that agree to participate in the Network Survey and GLG clients that agree to purchase the Survey results in the future. All survey results do not constitute investment advice or a recommendation. In using this Survey, you agree to hold Gerson Lehrman Group and the Survey respondents harmless and free of all liability as a result of your use of this Network Survey, other than liability resulting from the gross negligence or wilful misconduct of the protected party. You otherwise agree to be bound by Gerson Lehrman Group’s Usage Policies in your interactions with Gerson Lehrman Group and your receipt of services. These Survey results are for are for client’s own use and client shall not redistribute, disseminate, publish, or display the same, in whole or in part, to any third parties or publicly without the prior written permission of Gerson Lehrman Group, except explicitly set forth in your agreement with GLG. This survey will be double-blinded to both client and respondent. GLG reserves the right to restrict the number of clients that can pre-commit access. These Network Surveys are priced outside of standard GLG subscriptions but at a substantially reduced price to commissioning a fully proprietary GLG Network Survey. Upon finding these terms acceptable, please send an affirmative confirmation via email, which GLG will file in its records. Once confirmed, please note that the Client’s agreement to purchase the Network Survey is a legally binding and irrevocable commitment. If the survey is not included within your subscription, GLG will invoice Client for the fees due for the Network Survey. Please note that some respondents may not be Network Members, and the Terms and Conditions of Network Membership would not apply to such respondents and detailed records for them will not be available aside from the information that GLG capture in the Network Survey.