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Semiconductor market going negative?

Semiconductor market going negative?
by Bill Jewell on 06-09-2016 at 7:00 am

Several recent forecasts for the 2016 semiconductor market point to a decline. The title of this post is the same as we used for in October 2015. In October, Semiconductor Intelligence projected the market would grow 1.0% in 2015 despite several predictions of the market going negative. 2015 finished with a slight 0.2% decline.… Read More


Semiconductor capital spending slow in 2016

Semiconductor capital spending slow in 2016
by Bill Jewell on 05-01-2016 at 12:00 pm

The outlook for semiconductor capital expenditures (capex) in 2016 is weak. Gartner’s January 2016 forecast called for a decline of 4.7%. IC Insights in February projected a 0.8% decline. The table below shows the Gartner forecast along with the capex forecasts from the top three spenders (Intel, Samsung and TSMC) which… Read More


Shifting Asia Electronics Production

Shifting Asia Electronics Production
by Bill Jewell on 03-25-2016 at 7:00 am

Japan emerged as the largest supplier of consumer electronics in the 1980s. The Japan surge was driven by lower cost labor than in the U.S. and Europe as well as innovative products from companies such as Sony, Toshiba and Panasonic (formerly Matsushita). By the 1990s much consumer electronics production shifted to South Korea… Read More


2015 semiconductor market flat, 2016 looking somewhat better

2015 semiconductor market flat, 2016 looking somewhat better
by Bill Jewell on 02-27-2016 at 7:00 am

The 2015 semiconductor market finished with a 0.2% decline from 2014, according to World Semiconductor Trade Statistics (WSTS). Optimists will round this to flat with 2014. The flat 2015 follows healthy 9.9% growth in 2014. Going into 2015, forecasts were in the range of 3% to 11%. We at Semiconductor Intelligence were at the high… Read More


ON to acquire Fairchild: pioneers join together

ON to acquire Fairchild: pioneers join together
by Bill Jewell on 11-24-2015 at 7:00 pm

Last week ON Semiconductor announced it had agreed to acquire Fairchild Semiconductor for $2.4 billion. The combined company will be a major player in power analog and power discretes. It also combines two companies with ties to the beginning of the semiconductor industry.

Fairchild Semiconductor was founded in 1957 when eight… Read More


Semiconductor market going negative?

Semiconductor market going negative?
by Bill Jewell on 10-30-2015 at 12:00 am

The outlook for the semiconductor market for the remainder of 2015 is mixed. Intel’s 3Q 2015 revenues were up 10% from 2Q 2015 and guidance is for 2.3% growth in 4Q 2015. Most other companies which have announced 3Q 2015 results expect revenue declines in 4Q 2015. The most severe drops (based on the midpoint of company guidance) are… Read More


Semiconductor Inventories Under Control

Semiconductor Inventories Under Control
by Bill Jewell on 09-29-2015 at 7:00 pm

The semiconductor market is currently in a slow growth period. After 10% growth in 2014, the market is expected to only show low single-digit growth in 2015. Our own forecast at Semiconductor Intelligence is 1.5%. In several previous market slowdowns, inventories in the channel have climbed as some companies were slow to adjust… Read More


China: drag on global semiconductor market?

China: drag on global semiconductor market?
by Bill Jewell on 08-30-2015 at 7:00 pm

The Chinese stock market (as measured by the Hang Seng Index) dropped 11% from August 14 to August 24 over concerns of a slowing economy. In reaction, the U.S. stock market (as measured by the S&P 500) dropped 11% from August 17 to August 25. The China market has since rebounded 2% while the U.S. market rebounded 5%. Will a slowing… Read More


Growth drivers shifting to emerging economies

Growth drivers shifting to emerging economies
by Bill Jewell on 06-24-2015 at 4:00 am

Global real gross domestic product (GDP) growth in 2015 is expected to be 3.5%, according to the International Monetary Fund (IMF) April 2015 report. 2015 is a slight acceleration of 0.1 percentage points from 3.4% growth in 2014. The IMF projects 2016 global growth of 3.8%, an acceleration of 0.3 percentage points from 2015. The… Read More


Global Electronics Trending Upward

Global Electronics Trending Upward
by Bill Jewell on 05-21-2015 at 12:00 am

Global electronics production is on a generally positive trend. The chart below shows three-month-average change versus a year ago (3/12 change) for electronics production by country or region in local currency. Total industrial production is shown for Europe and South Korea since electronics production data is not available.… Read More