{
  "docId": "019dd923-5ddf-7308-8fca-50ad05619e94",
  "docSlug": "9f94bd47fed0c3d7",
  "documentTitle": "Semiconductor shortage: A different kind of trouble ahead",
  "authorId": "RolandBerger",
  "authorName": "Roland Berger",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.333,
  "pageNumber": 5,
  "pageCount": 10,
  "prevPage": 4,
  "nextPage": 6,
  "slideType": "peer_benchmark",
  "function": "compare_peers",
  "density": "overcrowded",
  "nDataPoints": 36,
  "notes": "The slide uses a custom visual indicator (filled vs. empty circles) to represent policy maturity/effectiveness.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "comparison_table",
    "callout_box",
    "icon_grid"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ddf-7308-8fca-50ad05619e94/5",
  "deckHref": "/decks/019dd923-5ddf-7308-8fca-50ad05619e94",
  "deckJsonHref": "/decks/019dd923-5ddf-7308-8fca-50ad05619e94.json",
  "deckAnchorHref": "/decks/019dd923-5ddf-7308-8fca-50ad05619e94#slide-5",
  "components": [
    {
      "bbox": {
        "h": 0.2,
        "w": 0.6,
        "x": 0.35,
        "y": 0.68
      },
      "kind": "callout",
      "text": "Recommendation for EU: Further drive innovativeness in More than Moore technologies; Focus on manufacturing relevant for automotive and industrial; Allocate and channel funds much faster; Consider more operational subsidies; Improve on secondary decision criteria.",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9a9a6708-aa1d-49d6-aa2d-7dfa53200cf6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "They will have limited impact on legacy chip production, relevant to automotive industry",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-e58e-76cb-be61-7531d11b89fb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.4,
        "x": 0.35,
        "y": 0.88
      },
      "kind": "legend",
      "text": "best in class policy; policy with improvement need",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "15782a33-5e15-4456-9225-4700502d6f88",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.3,
        "x": 0.04,
        "y": 0.27
      },
      "kind": "paragraph",
      "text": "Asian countries, especially Korea, Taiwan, and Japan, are already ahead on their semiconductor investments in an effort to improve their global positioning and protect supply chains. On the other hand, the US automotive industry has not (yet) benefited from the recently signed US CHIPS Act. The majority of funds are allocated towards advanced nodes, while any actual improvement on capacity will only come after 2025. Similarly, the European Union's announced investments are expected to have no impact on improving EU's semiconductor supply.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2b09b3bf-38d6-4a94-909f-86edbe98e6ca",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.1,
        "x": 0.35,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: Roland Berger",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e4b4c6d8-5eed-416b-8572-77fd93fa3ac1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.6,
        "x": 0.35,
        "y": 0.27
      },
      "kind": "table",
      "text": "Benchmarking of semiconductor policies table",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fac21a03-5190-4367-94c6-2eb7f4851b67",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.9,
        "x": 0.04,
        "y": 0.16
      },
      "kind": "title",
      "text": "They will have limited impact on legacy chip production, relevant to automotive industry",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ea091b2f-68d5-49c3-a6d1-533161e746e1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.04,
        "y": 0.1
      },
      "kind": "title",
      "text": "Japan, South Korea and Taiwan have more efficient semiconductor policies than the upcoming CHIPS acts in Europe and the US",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b57045d1-17b2-477a-95f7-120b74ef4aab",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "ba98a3ae-e4a5-4b71-b580-892ed5fcd86d",
      "evidence": "Benchmarking of semiconductor policies table",
      "confidence": 0.8
    }
  ],
  "frameworks": [
    {
      "name": "peer_benchmark",
      "slug": null,
      "matchId": "d79b91b0-fbd7-43d9-82b3-24bbac909e1e",
      "evidence": "Comparison of policy success factors across multiple countries",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 7,
      "from": 5,
      "beatId": "08ccab27-909f-43b9-a9ac-ee3780644943",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Agitate (Make it worse)",
      "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
      "evidence": "The deck highlights the severity of the problem and its potential consequences",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 8,
      "from": 5,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "945b0bb9-cffb-45e5-a6ef-aa3c216a4bae",
      "evidence": "The deck implies that inaction will lead to negative consequences",
      "position": 0,
      "objective": "Highlight the cost of inaction",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}