Semiconductor shortage: A different kind of trouble ahead

Roland Berger

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 7 total

Metadata

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Metrics

Tools

Frameworks

Beats

Loops

Problem (Identify pain) 3 slides 100% 3/3 slides 100% 3/3 slides · 30 hits

— 0/3 slides

33.3% 1/3 slides · 2 hits 66.7% 2/3 slides 100% 3/3 slides

— 0/3 slides

Agitate (Make it worse) 3 slides 100% 3/3 slides 100% 3/3 slides · 25 hits

— 0/3 slides

100% 3/3 slides 33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides Solution (Provide relief) 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

— 0/1 slides

100% 1/1 slides

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100% 1/1 slides 100% 1/1 slides

Slide inventory

every slide · same image gating as the playbook

Includes company branding and date.front_matter

Open slide detail

The slide uses a combination of narrative text and callout boxes to explain the shifting semiconductor supply/demand dynamics.summarize

Open slide detailBeat · Problem (Identify pain)

The chart shows a trend line of inventory-to-sales ratios from 2012 to 2021, with a projected drop.diagnose

Open slide detailBeat · Problem (Identify pain)

The chart shows a stacked bar breakdown of IC sales by type for different industries, categorized by supply status (Shortages vs Balance/Oversupply).analyze_data

Open slide detailBeat · Problem (Identify pain)

The slide uses a custom visual indicator (filled vs. empty circles) to represent policy maturity/effectiveness.compare_peers

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

The slide uses a stacked bar chart to show annual funding and a table to break down the $52bn total by specific program.analyze_data

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

The slide uses a combination of a stacked bar chart for market forecast and a simple bar chart for funding comparison to support the diagnosis.diagnose

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

The slide uses a structured list to present six key strategic recommendations for semiconductor supply chain resilience.recommend