The fourth quarter 2013 semiconductor market declined 0.8% from the third quarter, according to World Semiconductor Trade Statistics (WSTS). Full year 2013 growth was 4.8%. Our most recent 2013 forecast at Semiconductor Intelligence was 6% in November 2013, based on expectations of positive growth in 4Q 2013. Who had the most… Read More
International CES Wrapup
Semiconductor Intelligence attended the International CES last week in Las Vegas, Nevada. A wide variety of consumer electronics devices were displayed at the conference. These ranged from:
· Fascinating – but is it practical? (personal robots, drones)
· Exciting – but when will it be cheap enough for the mass market? (UHD TV,… Read More
International CES: Day Three
Tuesday, January 7
Today was the official start of International CES. The crowds were huge – almost every area of the massive Las Vegas Convention Center was crowded.
Now that we have all spent lots of money replacing our old picture tube television sets with big flat panel HDTVs, manufacturers are pushing the next big thing: Ultra… Read More
International CES: Day Two
Monday, January 6, 2014.Press conference day at International CES, starting with LG at 8 am and finishing with Sony at 5 pm. Some of the most interesting presentations (I will not overuse the word “cool” today) were:
Izon, LLC introduced a glasses-free 3D TV. They demonstrated on a 24 inch screen playing the latest … Read More
International CES: Day One
Semiconductor Intelligence will be attending the International CES this week in Las Vegas, Nevada. The Consumer Electronics Association (CEA) puts on the show each year. The CEA insists the meeting be called “International CES” and states “CES” no longer stands for Consumer Electronics Show. The… Read More
Semiconductor equipment back on track
Global semiconductor manufacturing equipment sales have increased each of the last three quarters after dropping significantly in the second half of 2012, based on data from Semiconductor Equipment and Materials International (SEMI) and Semiconductor Equipment Association of Japan (SEAJ). Much of the volatility is in sales… Read More
Semiconductor market could grow 15% in 2014
The global semiconductor market has grown 4% for the first three quarters of 2013 compared to a year ago, according to World Semiconductor Trades Statistics (WSTS). Guidance for 4Q 2013 revenue change versus 3Q 2013 varies widely for key semiconductor companies. Texas Instruments (TI), Broadcom, Infineon and Renesas all expect… Read More
Tablets, smartphones & China still driving growth
Media tablets and smartphones have been the two most significant drivers of electronics and semiconductor growth for the last few years. Forecasts from two major market research firms indicate these devices will continue to be major drivers for the next few years. For 2013, Gartner and IDC (International Data Corporation) both… Read More
Another Negative Year for Semiconductor CapEx
Global semiconductor capital spending is headed for another decline in 2013, following a 12% decline in 2012. Gartner’s September forecast called for a 7% decline in 2013. Most of the major spenders expect flat to declining expenditures in 2013. Intel in July estimated 2013 spending of $11 billion, flat with 2012 and down from … Read More
Semiconductor Market Back to Healthy Growth
The worldwide semiconductor market is back to a healthy level of growth. WSTS data shows the 2Q 2013 global semiconductor market was up 6.0% from 1Q 2013 – the strongest quarter-to-quarter growth since 6.6% growth in 2Q 2011. Recent forecasts for 2013 market growth range from a conservative 2.1% from WSTS to an optimistic… Read More