
Mario Morales
Program Vice President, IDC
Biography
Mario Morales is the program vice president of IDC’s enabling technologies, storage, and semiconductor research. He is responsible for in-depth analysis, evaluation of emerging markets and trends, forecasting, and research of major semiconductor industry segments such as embedded and intelligent systems, wireless, personal computing, networking and cloud infrastructure, automotive electronics, and consumer.
Mr. Morales is an accomplished program vice president, manager, and industry expert with over 25 years of experience in building a multinational top-tier consulting, sales, and research team and driving a set of established businesses. Solid experience in managing strategic partnerships and advisory services with IDC’s largest multinational clients. Strong analytical, strategic planning skills, and managing complex projects involving strong collaboration across geographies, functional groups, and business units. Proven leadership skills and instrumental at establishing research and business KPIs.
Mr. Morales is a trusted advisor to leading high tech company executives, financial investors, and bankers on market landscape and direction, product and technology positioning, competitive benchmarking, M&A, HW, and SW technology, and brand health and sustainability. Established relationships with technology suppliers including Intel, Samsung, TSMC, Qualcomm, Huawei, HP, AMD, NVIDIA, Microsoft, Facebook, TI, Micron, IBM, GE software, SoftBank, ARM, NXP, and others.
Mr. Morales is the leading advisor and expert analyst for IDC’s largest Wall Street clients including investment banking, VC’s, and mutual and hedge funds across every major financial region.
Over his career, Mr. Morales has authored and co-authored over 240 reports and studies in the area of semiconductors, mobile, PC, wireless, embedded, IoT, and IT marketplace. His team is responsible for some of the most interesting and evolving tech in our industry including coverage of microprocessors, accelerated computing, storage and memory,sensors and connectivity. His team has been responsible for initiating coverage of emerging technologies for IDC, and driving new research business practices, and creating leading industry market models in DRAM, NAND, Embedded processors and controllers, accelerated computing architectures, cellular baseband modems, WLAN, WiMAX, cellular broadband, digital consumer, foundry, EMS, intelligent systems, and overall semiconductors.
His career includes past postions with NEC Electronics and Dataquest.
EDUCATIONAL ACCOMPLISHMENTS
- B.S. in Finance and Accounting from San Jose State University
- Fluent in English and Spanish
- Frequent presenter and advisor to CEOs and executive teams across his portfolio of clients
- Strong reputation as an advisor and industry expert on Wall Street
- IDC executive analyst for Intel and Qualcomm
- Frequent speaker, presenter, and moderator at IDC Directions events in Asia and semiconductor industy conferences including ISS, GSA, CASPA, and SEMI
Topic
Semiconductor Market Perspective and Outlook: COVID Impact to Investment, Innovation, and Growth
Abstract
Key discussion questions:
- How sustainable has the recovery been for semiconductor suppliers this year in spite of COVID?
- How is the supply chain adapting to consolidation of leading edge process technology?
- What is our perspective on the NVIDIA arm acquisition?
Semiconductor content is growing across all major markets. As we look forward there are some exciting technologies that begin to ramp over the coming years, including 5G, WiFi 6, AI inferencing, NAND, advanced process technologies and packaging, and optimized computing at the edge that will drive a sustainable recovery for the industry. What will be the inflection point of each market? Who are the key technology suppliers that stand to gain from the revenue growth over the coming years?
Mr. Morales will share his perspective on these key questions and provide guidance to technology companies in order to capitalize on the opportunities in store for the semiconductor industry over the next five years.