Recently, Andy Lai, president of Renesa Electronics China, said in an interview with International E-Commerce that the biggest challenge in 2022 is uncertainty, and the biggest opportunity is also uncertainty. In 2023, he pointed out that Ruisa Electronics is optimistic about the development of industries, automobiles, infrastructure and IoT, as well as data centers. For these market segments, Ruisa's strategic layout includes "product diversification" and "service diversification".

Andy Lai, President of Renesa Electronics China

Since 2021, the first issue of International Electronic Commerce will publish the New Year's Outlook for semiconductor manufacturers and distributors. This year is the third year to plan the theme. In January 2023, we interviewed 30 enterprises. For some enterprises with more detailed feedback, the ESM-China editorial department separately collated the views of these enterprises to entertain readers.

Summarize the challenges and opportunities in 2022

"The biggest challenge in 2022 is uncertainty, and the biggest opportunity is also uncertainty." Lai Changqing explained that, for example, the events such as "order cutting", "de-stocking" and "price reduction" that everyone perceives continue to heat up, and the chill in the downstream market is spreading upstream, which makes all semiconductors face unknown challenges. But at the same time, it also means that a new market pattern is emerging. "Although the demand for consumer products such as mobile phones and computers is weak, the fields of automobile, infrastructure, IoT, FA (factory automation) and cloud data center are expected to continue to usher in new growth. Facing this situation, enterprises need to find new opportunities based on their own advantages."

He also reviewed the development of Reza in recent years: "In recent years, Reza has been continuously expanding its track, including the acquisition of Intersil, IDT, Dialog, Celeno and other measures, which not only enriched our products, but also expanded our global landscape, which can help us better cope with challenges and seize opportunities."

Which markets are optimistic and what adjustments will be made?

Ruisa is optimistic about industry, automobile, infrastructure and IoT, as well as data center, which are expected to maintain strong growth momentum.

Specifically, in the industrial field, "intelligent manufacturing transformation" is the current situation that every enterprise must face, which will also drive the growth of industrial intelligent chips; In the field of infrastructure and IoT, with the in-depth integration of 5G and scenarios, many "smart+" scenarios will soon be launched, which will continue to bring opportunities to this field; In the automotive field, due to the development of new energy and intelligent driving, the demand for automotive semiconductors will not only increase exponentially, but also the chip will be further innovated, the size will be advanced to 40 nm or 28 nm, and the mainstream architecture will shift from decentralized to centralized control. In view of the above emerging markets, Reza's strategic layout is characterized by diversification, including "product diversification" and "service diversification", and is transforming from a chip supplier to an overall solution provider.

The development process of semiconductor industry technology will only move forward, and intelligence will sink from the cloud to the end node, which will bring very good opportunities to the market. In the face of these changes in the market, Ruisa has also made corresponding adjustments, namely, the transformation from chip suppliers to overall solutions - first, resource integration, integration of digital+analog+power solutions, AI, network security and functional security, and local cloud services, and recommendation to users in the form of reference design; Secondly, build a flexible supply capacity. The self-production rate of Reza's traditional products is more than 90%, and some advanced product lines will be outsourced; Finally, improve core competitiveness, ensure quality and innovate products.

Editor in charge: Clover.li