2017 Semiconductors +20%, 2018 slower

2017 Semiconductors +20%, 2018 slower
by Bill Jewell on 12-24-2017 at 7:00 am

The global semiconductor market in 2017 will finish with annual growth of about 20%. Recent forecasts range from 19.6% to 22%. World Semiconductor Trades Statistics (WSTS) data is finalized through October, thus the final year results will almost certainly be within this range. We at Semiconductor Intelligence have raised … Read More


2017 Semiconductor Growth Approaching 20 Percent!

2017 Semiconductor Growth Approaching 20 Percent!
by Bill Jewell on 10-01-2017 at 7:00 am

The 2017 semiconductor market is shaping up as the strongest since 2010 – when the market grew 32% as it bounced back from the 2008-2009 downturn. According to World Semiconductor Trades Statistics (WSTS), the second quarter 2017 semiconductor market was up 5.8% from 1Q 2017 and up 23.7% from a year ago. Much of the market vitality… Read More


Memory drives semiconductor boom in 2017

Memory drives semiconductor boom in 2017
by Bill Jewell on 06-03-2017 at 7:00 am

The semiconductor market was down 0.4% in first quarter 2017 from 4Q 2016 and up 18.1% from a year ago, according to World Semiconductor Trade Statistics (WSTS). The 0.4% decline in 1Q 2017 versus 4Q 2016 is strong compared to an average 4% decline from 4Q to 1Q over the previous five years. The relative strength in 1Q 2017 was driven… Read More


Strong pickup in semiconductors in 2017

Strong pickup in semiconductors in 2017
by Bill Jewell on 02-26-2017 at 12:00 pm

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


Semiconductors negative in 2016, positive in 2017

Semiconductors negative in 2016, positive in 2017
by Bill Jewell on 08-17-2016 at 12:00 pm

Note: the table and text below have been revised from an earlier post to correct the numbers for STMicroelectronics.

Semiconductor companies posted a wide range of results in 2nd quarter 2016. Intel, Micron Technology and Renesas Electronics all had declines in revenue in 2Q 2016 versus 1Q 2016. Samsung Semiconductor, Qualcomm… Read More


Semiconductors out of step with electronics

Semiconductors out of step with electronics
by Bill Jewell on 07-02-2016 at 7:00 am

The global semiconductor market has been on a decline (three-month-average change versus a year ago) since July 2015 according to World Semiconductor Trade Statistics (WSTS). Although numerous factors affect the semiconductor market (capacity and utilization, prices, inventory levels) in the near term, the long term growth… Read More


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


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


IP Development in Japan

IP Development in Japan
by Pawan Fangaria on 01-07-2016 at 12:00 pm

As semiconductor IP is growing bigger in size and more complex in providing complete solution for a particular functionality in an SoC, regions from across the world are joining to provide various types of services in the overall value-chain of IP development, verification, and its integration into SoCs. … 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