Tablets, smartphones & China still driving growth

Tablets, smartphones & China still driving growth
by Bill Jewell on 10-23-2013 at 10:36 pm

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


Semiconductor Market Back to Healthy Growth

Semiconductor Market Back to Healthy Growth
by Bill Jewell on 08-29-2013 at 9:00 pm

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


Tablets & smart phones driving electronics growth

Tablets & smart phones driving electronics growth
by Bill Jewell on 03-19-2013 at 8:10 pm

Worldwide electronics bounced back strongly in 2010 after the recession of 2008-2009. Every region experienced solid growth, ranging from high single-digit growth in the U.S. to over 20% in the key Asian countries. However in the last two years electronics has slowed down significantly. Several factors contributed to this … Read More


Prediction is very difficult, especially about the future

Prediction is very difficult, especially about the future
by Bill Jewell on 02-20-2013 at 8:01 pm

The above quote is attributed to both physicist Niels Bohr and baseball’s Yogi Berra. The statement certainly applies to predicting the semiconductor market. Semiconductors operate on physical principles. However the market for semiconductors is affected by numerous factors. The outcome of a baseball game can be determinedRead More


Semiconductors Down 2.7% in 2012, May Grow 7.5% in 2013

Semiconductors Down 2.7% in 2012, May Grow 7.5% in 2013
by Bill Jewell on 02-06-2013 at 10:29 pm

Guidance 1Q13 292x300

The world semiconductor market in 2012 was $292 billion – down 2.7% from $300 billion in 2011, according to WSTS. The 2012 decline followed a slight gain of 0.4% in 2011. Fourth quarter 2012 was down 0.3% from third quarter. The first quarter of the 2013 will likely show a decline from 4Q 2012 based on typical seasonal patterns and theRead More


Semiconductor market negative in 2012

Semiconductor market negative in 2012
by Bill Jewell on 11-15-2012 at 12:30 am

September WSTS data shows the 3Q 2012 semiconductor market increased 1.8% from 2Q 2012. The year 2012 semiconductor market will certainly show a decline. 4Q 2012 would need to grow 11% to result in positive growth for 2012. The outlook for key semiconductor companies points to a 4Q 2012 roughly flat with 3Q 2012. The table below showsRead More


2012 semiconductor market decline likely

2012 semiconductor market decline likely
by Bill Jewell on 08-16-2012 at 9:00 pm

The worldwide semiconductor market in 2Q 2012 was $73.1 billion, according to WSTS data released by the SIA. 2Q 2012 was up 4.7% from 1Q 2012 but down 2.0% from 2Q 2011. Major semiconductor companies are generally expecting slower revenue growth in 3Q 2012 versus 2Q 2012. The table below shows revenue estimates for calendar 3Q 2012… Read More


Semiconductor equipment returns to growth

Semiconductor equipment returns to growth
by Bill Jewell on 06-14-2012 at 7:37 pm

Semiconductor manufacturing equipment has returned to growth after a falloff in the second half of 2011. Combined data from SEMI (U.S. andEuropean companies) and SEAJ (Japanese companies) show billings peaked at a three-month-average of $3.2 billion in May 2011. Bookings and billings began todrop in June 2011, with billings… Read More


Only slight growth in 2012 semiconductor market

Only slight growth in 2012 semiconductor market
by Bill Jewell on 05-09-2012 at 11:24 pm

The world semiconductor market declined 2.2% in 1Q 2012 from 4Q 2011, according to WSTS. The market ended 2011 on a down slide, with 4Q 2011 down 7.7% from 3Q 2011. The year 2011 semiconductor market was up only 0.4%.

Three major events contributed to the weakness in 2011:

[LIST=1]

  • March 2011 earthquake and tsunami in Japan disrupted
  • Read More

    SICAS is dead (and WSTS isn’t feeling too good)

    SICAS is dead (and WSTS isn’t feeling too good)
    by Bill Jewell on 03-13-2012 at 8:16 pm

    The SICAS (Semiconductor Industry Capacity Statistics) program has been discontinued after the release of the 4Q 2011 data, available through the SIA at http://www.sia-online.org/industry-statistics/semiconductor-capacity-utilization-sicas-reports/

    The latest report stated: “Due to significant changes in the… Read More