2016 Semiconductor Sales to Go Negative
March 28, 2016 | Semico ResearchEstimated reading time: 1 minute
Semico's Inflection Point Indicator is a model we have developed which has a history of accurately predicting semiconductor revenue inflection points four quarters in advance. After analyzing current trends, it seems the semiconductor industry is repeating the pattern from 2011-2012, albeit at a muted level. Just in the past 4-5 years, the major end markets served by the semiconductor industry--tablets, notebooks, smartphones--have matured, causing growth rates to slow. On top of that, compared to 2012, most of the world's economies are forecast to be weaker in 2016, with the exception of India. Finally, DRAM prices are expected to be weaker this year, compared to 2012. The positive growth in 2013-2014 was primarily due to the memory shortage and the subsequent rising prices.
ASPs in January recovered on lower revenues, which were down 6% year over year. Although ASPs rose 4.0% in January, they are still historically low. Semico president Jim Feldhan commented, "In the past 8 months, the industry has seen ASPs in the $0.41 range 5 times. One has to go back to May 2009 to find a lower price, and 2009 was not a good year!"
The IPI Report is Semico's most popular report series that accurately predicts semiconductor revenue inflection points four quarters in advance. This is one of the best ways to stay up to date on semiconductor trends as each article seeks to discuss how current trends will affect the market over the next year along with detailed forecasts.
The monthly IPI Report includes excerpts from recent Semico studies and the quarterly Semico Worldwide Semiconductor Sales Forecast in device detail (Units, Dollars, and ASPs).
About Semico
Semico is a semiconductor marketing & consulting research company located in Phoenix, Arizona.
Semico was founded in 1994 by a group of semiconductor industry experts. We have improved the validity of semiconductor product forecasts via technology roadmaps in end-use markets.
Semico offers custom consulting, portfolio packages, individual market research studies and premier industry conferences.
Suggested Items
The IPC Hall of Fame and Its Namesake
10/23/2024 | Dan Feinberg, I-Connect007IPC has been advancing our industry since the organization was founded more than 60 years ago, but it could not have been done without the volunteer efforts of so many members. Each year, some of those members are recognized for their significant contributions through awards such as the Rising Star Award, the Dieter Bergman Fellowship Award, the President's Award, and the Corporate Recognition Award.
Global Citizenship: Comparing and Contrasting the U.S. and China PCB Industries
10/23/2024 | Tom Yang -- Column: Global CitizenshipI have spent a lot of time in the U.S., and one question I am frequently asked is about the differences between the Chinese and U.S. PCB industries. It’s always an interesting question, and I will try to answer it in this month’s column. Certainly, the U.S. was the leader in PCB manufacturing, including developing the processes and technology, which it taught to the Chinese in the late 1980s and ’90s. As a result, China has become a force to be reckoned with in the global PCB market. Having been educated in America and now leading a major PCB manufacturing company in China, I have a unique vantage point when it comes to comparing the two nations’ approaches to PCB production.
Material Insight: David Griesel: Career Success Requires Tenacity, Flexibility
10/23/2024 | Dr. Preeya Kuray -- Column: Material InsightDavid Griesel, CEO of Sunrise Group, has been in the PCB industry for nearly 50 years. “I didn’t even have a desk when I started,” says David, who, as a fresh college graduate, got his start at Norplex, a company in Wisconsin that made plastic. “At that time, I had no idea what plastic was even about.” But it gave him an opportunity to learn the business from the ground up. He worked in customer service, followed by technical sales and marketing through several iterations of the company, including as Isola. I hope you’ll enjoy this interview with David as much as I did.
SEMICON Japan 2024 to Expand Scope with Spotlight on Advanced Design Innovation
10/23/2024 | SEMISEMICON Japan 2024, the largest gathering of leaders from the microelectronics manufacturing supply chain in Japan, will assemble more than 1,000 exhibitors showcasing semiconductor solutions for smart technologies from Dec. 11-13 at Tokyo Big Sight.
Automotive Electronics Control Management Market Size Expected to Reach $48B by 2031
10/23/2024 | Globe NewswireThe automotive electronics control management market was estimated at US$ 29.2 billion in 2022. A CAGR of 5.7% is expected from 2023 to 2031, and the market is expected to reach US$ 48.0 billion by 2031.