Source page: McKinsey & Company
Commentary
Snaring semiconductors
Semiconductors | Industrials & Electronics | Electric vehicles
May 2, 2023 – Manufacturers in many sectors are encountering volatile demand dynamics in the hunt for semiconductors, note partner Wim Gysegom and coauthors. A weak economic outlook for consumer electronics such as PCs has created excess stocks of memory chips. Meanwhile, automotive and industrial sectors are facing tighter semiconductor supplies, with projected demand growth of 14 and 10 percent, respectively.
To read the article, see “Chip hunting: The semiconductor procurement solution when other options fail,” April 4, 2023.
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Visual form
Three-part stacked-bar comparison with side CAGR bars.
Layout / body structure
The visual is laid out in three vertical sections read left to right: stacked columns for market share in 2021 and 2030, stacked columns for market size in dollars in 2021 and 2030, and a right-hand set of horizontal CAGR bars for 2021 to 2030.
What is being compared
It compares semiconductor demand by vertical sector across two time points and then pairs that with the growth rate for each vertical over the same 2021 to 2030 period.
Measurement system
The left panel uses percent share, the middle panel uses billions of dollars, and the right panel uses percent CAGR, so the reader tracks mix, absolute size, and growth rate separately.
Visible structure inside the graphic
Both left and middle sections use stacked columns with the same color coding by vertical, while the right section breaks the same categories into separate horizontal growth bars, making it easy to compare which segments are getting larger in share and which are simply growing fastest.
Main takeaway from the visual
The automotive and industrial segments stand out on the growth side of the chart, while the overall market also grows in absolute size from 2021 to 2030, so the chart shows both expansion and a shifting mix toward those faster-growing verticals.
Key standout values or extremes
The headline explicitly identifies automotive and industrial as the fastest-demand-growth segments, and the rightmost CAGR panel shows those categories with the longest growth bars among the listed verticals.
Controls / sequence, when applicable
This is a static chart image with no in-chart controls to operate.
Companion media, when applicable
There is no separate companion audio or video; the chart image is the full visual on this page.