Semiconductor Workforce Development: A Policy Blueprint

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Events

A Review of the 2021 Semiconductor Market and a Look to 2022

Date: Feb. 28, 2022
Time: 2 – 3 pm ET

2021 was a record setting year both in terms of sales and unit sales. 2021 sales were projected to be strong, however, there was much uncertainty surrounding how long the chip shortage would last. In addition, the significant increased demand across all sectors provided questions surrounding the semiconductor industry’s ability to meet this high demand. Semiconductor firms ramped up fab utilization throughout 2021 to address the increased need for chips and as 2021 monthly World Semiconductor Trade Statistics data figures came in, sales and unit sales ended up better than expected.

Please join a panel of semiconductor market experts to help us make sense of the trends that shaped the semiconductor market in 2021 and look ahead to what the market has in store for 2022. Panelists include: Andrea Lati, Vice President, Market Research at VLSI Research; Dale Ford, Chief Analyst at the Electronic Components Industry Association (ECIA); and John Pitzer, Managing Director at Credit Suisse. The session will be moderated by Robert Casanova, Director of Industry Statistics and Economy Policy at SIA.

Presentations:

Semiconductor Market Overview
Andrea Lati, VLSI Research

2021/22 Semiconductor Market Analysis & Outlook
Dale Ford, Electronic Components Industry Association (ECIA)

Don’t be Encumbered by History…
John Pitzer, Credit Suisse

 

Date:

Feb. 28, 2022

 

 

Panelists

Andrea Lati
Vice President, Market Research
VLSI Research

Andrea Lati is the Vice President, Market Research at VLSI Research Inc. Since joining VLSI Research in 2001, Andrea has focused on managing and developing forecasting models as well as performing market analysis and research on electronics, semiconductor, and equipment markets. In addition, Andrea has performed many custom studies for various clients and is a co-author of The Chip Insider.

 

Dale Ford
Chief Analyst
Electronic Components Industry Association (ECIA)

Dale Ford is the Chief Analyst at the Electronic Components Industry Association (ECIA).  Previously, he managed the research teams at IHS responsible for coverage of the electronics, semiconductor and electronics components industry and was one of the founders of iSuppli’s market research.  As a highly respected industry analyst with extensive experience producing award winning market research he brings expertise in technology trends, competitive analysis, forecasting and supply/demand research of the electronics, semiconductor and electronics components industries. Mr. Ford has been researching the electronics and electronics components industries for over 25 years.

 

John Pitzer
Managing Director
Credit Suisse

John Pitzer is a Managing Director, Global Technology Strategist, Technology Sector Head and Semiconductor Analyst at Credit Suisse. Mr. Pitzer joined Credit Suisse in March of 2000 and has maintained a top 3 Analyst ranking in external polls including Institutional Investor, Greenwich Survey and Bloomberg. Prior to joining Credit Suisse, Mr. Pitzer also held analyst positions at Prudential Volpe Technology Group, Deutsche Bank Alex-Brown and Needham & Company.

 

Robert Casanova
Director, Industry Statistics and Economic Policy
Semiconductor Industry Association

Robert Casanova is the Director of Industry Statistics and Economic Policy at the Semiconductor Industry Association (SIA), where he directs SIA’s statistics, data analysis, and industry research. Prior to joining SIA, Robert was an Industry Analyst and commodities expert at the U.S. International Trade Commission where he was responsible for research and market analysis of the semiconductor, robotics, and AI industries. Robert also worked on the staff of Senator Richard Blumenthal (D-CT), where he handled the Senator’s International Trade, Small Business, and Indian Affairs legislative portfolio. Robert received a M.A. in International Economics from Johns Hopkins School of Advanced International Studies (SAIS).