However, our conversations with these solutions’ customers reveal some key concerns:
- Lack of differentiation between solutions
- Low switching cost between competitors
These signals indicate that the likelihood of consolidation in the market is high — and we explore who could get acquired next in this brief.
New kids in town
Semiconductors underpin everything from AI to humanoid robotics to consumer electronics.
While major incumbents dominate semiconductor manufacturing, areas like manufacturing analytics and predictive maintenance present opportunities for more emerging players.
Since 2023, these markets have received $793M in total funding, showcasing the potential for startups to capture value in areas previously overlooked by major firms.
Dive deeper into activity in these markets in our semiconductor manufacturing market map.