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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


International CES: Day One

International CES: Day One
by Bill Jewell on 01-05-2014 at 10:00 pm

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

Semiconductor equipment back on track
by Bill Jewell on 12-19-2013 at 11:00 pm

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

Semiconductor market could grow 15% in 2014
by Bill Jewell on 11-20-2013 at 8:00 pm

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