个人简介 / Biography
IBS, Inc. been in business for over 30 years.
We interface with most global leaders in electronics industry, with customers in U.S., Europe, South Korea, Japan, Taiwan, China, India, and others. We support major global corporations such as Intel, Qualcomm, Broadcom, Microsoft, Nokia, Samsung, SK Hynix, Sony, Toshiba, Apple, Cisco, Huawei, IBM, Fujitsu, Canon, NEC, Hitachi, Renesas, TSMC, STMicroelectronics, TI, ARM, Cadence, Synopsys, Mentor Graphics, Seagate, Globalfoundries, SMIC, NXP, and others. We also interface with and support financial institutions such as Goldman Sachs, Carlyle, Blackstone, CitiGroup, Warburg Pincus, Walden, KKR, Morgan Stanley, Credit Suisse, BNP Paribas, Bain Capital, Bank of America, TPG, and others.
Dr. Jones has published the following books on China: China’s Globalization (How China Becomes No. 1), Chinamerica (McGraw Hill), and Artificial Intelligence: How AI and IA Reshape the Future.
IBS has contributed to the Wall Street Journal, Economist, New York Times, Forbes blogs, China Daily, Global Times editorials, EE Times, Xinhua, and others. IBS has high market share on technology and strategy business.
摘要 / Abstract
China continues to advance rapidly into the big data activities with 5G smartphones being the most important edge device. Total 5G smartphones sold globally in 2021 will be 578 million.
The semiconductor consumption per person in China was approximately $18 in 2010 and will be almost $200 in 2030 indicating the importance of semiconductors in China, and there are similar patterns in other countries.
The latest semiconductor designs in China are at 5nm indicating the importance of access to advanced technology supply ecosystems as well as for mature technologies.
Supply chains for key components need to be global, and it is important to ensure that barriers in this arena are removed.
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