As organisations pursue the next generation of intelligent products, a tectonic shift is reshaping the landscape: semiconductor design has become a strategic imperative. No longer a niche capability, it now defines the frontier of innovation and competitive advantage
The global semiconductor market is expected to touch US $1 trillion by 2030 (McKinsey), with 70% of value creation tied to design and architecture. India’s design-led semiconductor market is surging at a 20% CAGR, driven by bold initiatives like the Design Linked Incentive (DLI)scheme and strategic global partnerships. This isn’t just a trend – it’s a structural transformation.
Timing and Opportunity
- Hardware Meets Software:For product engineering firms, it’s no longer enough to stop at mechanical and electronics design. The real value creation lies in moving deeper into the semiconductor layer. Product engineering firms are going beyond traditional boundaries into chip design, while digital engineering companies are realizing that true innovation begins when they move closer to the silicon. Those who integrate silicon-level thinking into their offerings will lead the future of engineering
- Chip-to-Cloud is Here: From autonomous vehicles to smart factories, the ability to control both the device and the data stack—starting from the chip—is what sets tomorrow’s leaders apart. Demand for AI-specific chips alone is expected to grow 25x by 2030
- Collaboration is Critical:New-age semiconductor design isn’t just about IP. It’s about ecosystem—where ER&D, software, and system partners co-innovate across the value chain
Market signals are loud and clear: for ER&D and digital engineering firms, semiconductor design has become the new currency of relevance and influence. Those who master it won’t just stay competitive—they’ll set the pace, command investor confidence, and drive the next era of product disruption.
At TH Global Capital, we’re enabling that future—helping companies scale and forge strategic partnerships through targeted M&A, and growth capital.
Forging the path ahead, from chip to cloud.
Sources:
India’s design-led semiconductor market is surging at a 20% CAGR…. Source: Semiconductor Insight
The global semiconductor market is expected to touch US $1 trillion by 2030 – Mckinsey