Market demand continues to push the semiconductor industry forecast


SEMI breakfast near Boston in the conference, analysts agree that the current semiconductor market forecast is conservative, even if the introduction of a more optimistic forecast was also entirely possible, because the market has been strong demand for the semiconductor industry, back to season of growth trajectories and electronics products have broad applications to support the market.

B. later, together with the same bright as in 2010. Gartner for 2011 and forecast for 2012, were only 1% and 2% of the callback, Gartner's vice president of BobJohnson that, due to weakness of memory, the semiconductor industry growth may be a little slower. However, the semiconductor Ye future growth remained very strong, not only sets back to seasonal growth of the track, and end electronics market growth will be more solid and healthy, Zongti Shang Wu Lun from the trend of stock Huozhejiage Doushiyiyang. It added that the semiconductor market, the rules must be synchronized trace back to that long-term average annual growth rate of 5%.

Gartner this week presented the latest forecast, the 2010 semiconductor growth in February this year 20%, to 276 billion U.S. dollars, increased again to 27.1%, to 290 billion U.S. dollars. Gartner's vice president of BobJohnson pointed to a number of factors. If the number of PC growth of 20% from the previous growth, revised to 22%, MPU sales from 11% to 14.7%, DRAM sales from the increase of 55% to 78% and phone by the increase of 12% to 14%.

It seems the semiconductor industry in 2010 increased by more than 20% is entirely possible. In Boston, a breakfast held by the SEMI, ICInsight the BillMcClean said it now for 28% of semiconductor growth is conservative, and very likely more than 30%. The key is to demand growth in 2009 compared with that in the last 63 years, the largest economic decline, global PC shipments in 2009 actually increased by 1%, while this year may be ascribed to over 18% in the past 10 The best years, it pointed out that customers now have to give up the computer Vista, but is ready to enter the windows7. So, back to IC shipments up 9% level.

Semico analyst JimFeldhan also made a conservative estimate of this year, up 27%. If the price of memory can hold, it is probably more than 30%. It is the same as with Gartner that by 2012 there may be a small pullback and 2013-2014 single-digit growth again. It noted that, Semico tracking the 45 end electronic products, semiconductor content found are on the rise. For modern young family, they sensitive to electronic products, attractive, and do not think that is the luxury and waste. Coupled with the global communications infrastructure to further improve and promote the network, including wireless applications. PC and mobile phones the next upgrade will be endless. Such as China, and elsewhere, have more interest for the smart phone, solar energy applications such as smart grid and so more and more attention. Is important to the global automotive market, the future of MEMS and entertainment is still the largest market for chip manufacturers.



2010-06-09