The Growing Challenge of Semiconductor Design Leadership

BCG
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Situation & Context
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The slide highlights the progression of reports, with the most recent one (December 2022) highlighted with a green border.summarize
Open slide detailBeat · Situation & Context
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summarize
Open slide detailBeat · Situation & Context
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present_framework
Open slide detailBeat · Situation & Context
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The chart uses a stacked bar format to compare regional revenue shares across semiconductor design sub-sectors.analyze_data
Open slide detailBeat · Situation & Context
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summarize
Open slide detailBeat · Problem & Complication
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The slide uses color coding to represent the country of origin for each company, with a star icon indicating new entrants to the top 10 list.summarize
Open slide detailBeat · Problem & Complication
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frame_problem
Open slide detailBeat · Problem & ComplicationLoop · Why Now
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The chart highlights an 18x increase in costs over the period.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Why Now
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The chart uses donut charts to represent funding composition. The US is highlighted as having a significantly lower public funding share compared to the aggregacompare_peers
Open slide detailBeat · Evidence & Proof
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Uses a simple arithmetic equation (Demand - Supply = Shortage) to frame the problem.frame_problem
Open slide detailBeat · Evidence & Proof
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The chart uses a waterfall-style visualization to aggregate regional demand into a total bar.analyze_data
Open slide detailBeat · Impact & Next Steps
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The chart highlights a significant decline in US market share, contrasted with the rise of Mainland China.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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The slide uses a causal flow from policy interventions (left) to economic outcomes (right).quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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front_matter