World Semiconductor Trade Statistics (WSTS) is an organization of semiconductor companies created to collect market data. The members of WSTS also meet twice per year to develop forecasts for the semiconductor market. The “forecast by committee” approach of WSTS usually results in conservative forecasts. However, WSTS called… Read More
Tag: gdp
Yelling fire in a crowded chip factory
Semiconductor market forecasts for 2016 are all over the place. Jim Handy and Tom Starnes floated a report in January looking for 10% growth. Jim Feldhan at Semico turned outright negative at -0.3% just a couple weeks ago. Tossing out the high and low scores, analysts tracked by GSA range from 0.3% to 7.0% in March updates. What’s … Read More
Semiconductor, Oil, and GDP – Correlated? What’s Expected?
In last 3 decades of semiconductor market, the largest growth in IC sales was at 33% in 2010. At that time global recession had started due to financial crisis and in 2009 oil prices fell more than 30%. It appeared that oil prices were negatively correlated with semiconductor market growth. Today again there is another sharp decline… Read More
Growth drivers shifting to emerging economies
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