🎯 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.
@navjitsingh11334 ай бұрын
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
@udaykiran4572 ай бұрын
Very Insightful, Thanks for all the detailed Info
@Amethyst_FlyАй бұрын
Thanks for priceless information ❤
@sohebrehman596711 ай бұрын
Semiconductor in very capital intensive and highly skilled job. Initial plants will not even breakeven for upto even 10 years
@romancehunk11 ай бұрын
Ambani ya tata hi Kar payenge
@neerajjain606411 ай бұрын
Great video ...great insight on Semiconductor value chain and global industry view
@jayeshkhara142511 ай бұрын
👌👍very excellent presentation. Thanks a lot. Make more videos regarding semiconductor companies.
@venkatt590711 ай бұрын
Please talk about listed indian companies in this industry
@subodhmalo706610 ай бұрын
Same
@yogeshd.999411 ай бұрын
Superb analysis Maja aa gaya Appreciated your hard word, Needs lot of research to do such analysis❤
@kbmehta420811 ай бұрын
Comprehensive coverage and analysis. Well done.
@arunsannake191111 ай бұрын
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.
@navjitsingh11334 ай бұрын
Please potential stocks ki details video bnaao Bhai. We need it.
@ramyasri609311 ай бұрын
Excellent video... explained very well
@Harshal_Goyal6 ай бұрын
Thankyou for creating...😊
@uttammazumder161911 ай бұрын
Vary informative 👌 👍
@amrutbhonsle11 ай бұрын
If you know the basics of semiconductor industry the video agenda starts at 19:48
@shilpashah449111 ай бұрын
Big thank you mandaar and team yadnya
@dhavalpandit193011 ай бұрын
Yadna team doing very good Job....earning with give learnings
@mumohammad11 ай бұрын
Highly detailed video. Thank you sir
@jamesjamir16877 ай бұрын
awesome video,,very informative👍
@indianmonk87464 ай бұрын
😎 cool
@amolpardeshi760211 ай бұрын
Very detailed and informative analysis
@vishaleffects11 ай бұрын
Please mention Indian Listed companies related to these theme especially on the hardware front?
@atulhostvideos11 ай бұрын
Actually no one yet in the hardware front, all is going on is testing right now, by all the companies.
@jenilpatel51528 ай бұрын
Sir please it for Carbon Fibre and it products
@omkumarsingh11 ай бұрын
Great video. Where does tejas network stand in all this? Thank you
@kashinathdas495910 күн бұрын
When will your next video to come
@gamepilation75698 күн бұрын
you did not speak about one of the most important company in semi conductor field - ASML Advanced Semiconductor Materials Lithography
@manojchowdhury123711 ай бұрын
Lot of knowledge
@RakeshSharma-ji4rf11 ай бұрын
Best video by investyadna
@gouthampai505511 ай бұрын
Thank you mandar
@rituparnadhakras11 ай бұрын
Whats the status of Tata group and Tata Elexsi? They had announced to for chip manufacturing in India.
@ankitjainsahab606111 ай бұрын
Hcl ka nam bhi nahi liya inhone...
@onkarbhaskar444011 ай бұрын
🎉🎉Good Knowledge
@civilshort1311 ай бұрын
Super explained
@tereliyeashu11 ай бұрын
very detailed!!
@aryandhanwal2 ай бұрын
Ye pdf mil sakti h kya sir??
@debabratamahato859011 ай бұрын
Will TATAELXSI get beneficial from it ?
@subodhmalo706611 ай бұрын
Same question
@chiragarora945311 ай бұрын
excellent
@jitendrajain1711 ай бұрын
Moschip technologies is into designing
@jamshe0011 ай бұрын
👍👍👍
@ankurnimesh560411 ай бұрын
Koi train pakdni h ... itni jldi kya h.... Thoda speed control kro
@shilpashah449111 ай бұрын
Just checked kaynes.. I think you have made the video very late mandaar. The stock is already too too expensive.
@susheelbindal77711 ай бұрын
Semi conductor chale Ab video start ho gai
@susheelbindal77711 ай бұрын
Ek share to bata de Bhashan do, bhag jo Kaynes technology co.h