Our first action is to carry out an economic analysis of the semiconductor ecosystem in the EU27, as well as in a selected number of leading semiconductor countries, to identify the EU’s economic and industrial strengths and weaknesses (SWOT), strategic dependencies, market opportunities and opportunities for cooperation.
The analysis shall include the impact of the COVID crisis and the perspective of the EU green and digital transitions over the coming decade.
The EU semiconductor ecosystem will be analysed across the semiconductor value chain, from raw materials to equipment and manufacturing, and across the family of semiconductor products, from advanced processors to innovative functionalities, and across end-user segments.
The semiconductor ecosystems of 6 leading semiconductor countries will be analysed – Taiwan, Japan, South Korea, China, the USA and Singapore – in order to identify similarities or complementarities with the EU’s strategic dependencies and industrial strengths. The existing cooperation between the EU and leading semiconductor countries is also identified and will be taken into account.
The end-user segments to be considered in the analysis include most of the application areas of KDT JU: Mobility, Industrial, Aerospace/Defence/Security, Health & Care, Telecommunication, Data processing, home appliances and Audio & Video.