A Review of the 2020 Semiconductor Market and a Look to 2021

Date: Thursday, Feb. 4, 2021
Time: 1 pm EST

2020 proved to be one of the more unique years in recent times in terms of semiconductor market performance. Pre-2020 market forecasts were quickly and fundamentally rethought at the start of the year, as the COVID-19 pandemic upended the world. Significant uncertainly on how semiconductor sales would react to the pandemic existed for much of the year, especially during the first half. As monthly World Semiconductor Trade Statistics sales figures rolled in through the latter half of 2020, it became clear 2020 sales would end up better than most had initially feared.

Please join a panel of semiconductor market experts to help us make sense of the trends that shaped the semiconductor market in 2020 and look ahead to what the market has in store for 2021. Panelists include: Andrea Lati, Vice President, Market Research at VLSI Research; Dale Ford, Chief Analyst at the Electronic Components Industry Association (ECIA); and C.J. Muse, Senior Managing Director, Head of Global Semiconductor Research at Evercore ISI. The session will be moderated by Falan Yinug, Director of Industry Statistics and Economy Policy at SIA.


Chipmaking Market Overview
Andrea Lati, VLSI Research

2020 Semiconductor Market Review & 2021 Outlook
Dale Ford, Electronic Components Industry Association (ECIA)



Feb. 4, 2021




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.


C.J. Muse
Senior Managing Director, Head of Global Semiconductor Research
Evercore ISI

C.J. Muse has been an institutional investor analyst covering semiconductors and semiconductor equipment for the past 11 years. Prior to joining Evercore ISI, Mr. Muse was a Managing Director and senior analyst at Barclays Capital where he followed the semiconductor and semiconductor equipment sectors. Prior to joining Barclays in 2008, Mr. Muse was at Lehman Brothers where he began his career in equity research in 2000.


Falan Yinug
Director, Industry Statistics and Economic Policy
Semiconductor Industry Association

Falan Yinug is director of industry statistics and economic policy at SIA. Responsible for managing SIA’s statistics and data program, Yinug represents SIA in the World Semiconductor Trade Statistics (WSTS) program, which maintains industry-driven monthly sales data for the global industry as well as sales forecasts. His work also entails supporting SIA’s advocacy efforts through economic research and analysis.