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Semiconductors off to slow start in 2015

Semiconductors off to slow start in 2015
by Bill Jewell on 03-23-2015 at 4:30 pm

A weak first quarter outlook for the semiconductor market is indicating a slow start to 2015. Intel recently lowered the midpoint of its 1Q 2015 revenue guidance from $13.7 billion (down 7% from 4Q 2014) to $12.8 billion (down 13%). The table below shows the estimated top 25 semiconductor companies revenue change for 4Q 2014 versus… Read More


Semiconductor Capacity Utilization Rising

Semiconductor Capacity Utilization Rising
by Bill Jewell on 12-18-2014 at 5:00 pm

Semiconductor capacity utilization (the ratio of production to capacity) appears to be on the rise, based on available data. Reliable global industry capacity data has not been available since Semiconductor Industry Capacity Statistics (SICAS) disbanded in 2011.

TSMC and UMC (the two largest pure-play foundries according… Read More


Where have all the semiconductor drivers gone?

Where have all the semiconductor drivers gone?
by Bill Jewell on 11-24-2014 at 11:30 pm

Tablets and smartphones have been key drivers of electronics and semiconductor growth for the last few years. However the growth rates for these devices are slowing as they have become more prevalent. Tablet shipments are expected to reach 229 million units in 2014, according to Gartner, equal to 73% of PC units. IDC projects smartphones… Read More


Moderate growth and minor correction in semiconductors

Moderate growth and minor correction in semiconductors
by Bill Jewell on 07-22-2014 at 1:30 pm

At SEMICON West two weeks ago, Bob Johnson of Gartner presented the outlook for the semiconductor market, semiconductor capital spending, and wafer fab equipment spending. Thanks to Daniel Nenni for providing the link to the SEMI/Gartner Market Symposium presentations at https://sites.google.com/a/semi.org/market-symposium/home/speaker-presentationsRead More


Electronics growth positive around the world

Electronics growth positive around the world
by Bill Jewell on 06-26-2014 at 6:00 pm

Electronics production growth has turned positive in 2014 for all key geographic regions. The graph below shows three-month-average change versus a year ago for electronics production in local currency through April 2014. Total industrial production is used for Europe (EU countries) and South Korea since electronic production… Read More


Healthy Semiconductor Growth in 2014 and 2015

Healthy Semiconductor Growth in 2014 and 2015
by Bill Jewell on 05-11-2014 at 5:00 pm

The first quarter 2014 semiconductor market was $78.5 billion, down 1.8% from fourth quarter 2013 and up 11.4% from a year ago, according to World Semiconductor Trade Statistics (WSTS). The year-to-year growth was the highest since 4Q 2010. The year-to-year growth has been accelerating for the last four quarters. Our February… Read More


2014 Semiconductor Growth Could be 2X 2013 Rate

2014 Semiconductor Growth Could be 2X 2013 Rate
by Bill Jewell on 02-21-2014 at 10:00 am

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

International CES Wrapup
by Bill Jewell on 01-15-2014 at 4:00 pm

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

International CES: Day Three
by Bill Jewell on 01-07-2014 at 10:45 pm

Samsung 105 inch curved UHDTV edited 1 300x171

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

International CES: Day Two
by Bill Jewell on 01-06-2014 at 8:00 pm

race car 300x237

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