Global Semiconductor End-Use Forecast—Is Anyone Buying?
In-Stat expects that the effects of the current economic downturn will be felt broadly across all semiconductor market segments. This is in contrast to the 2001 downturn, which was demand driven and more strongly felt in some segments than in others. Overall, semiconductor revenue is expected to drop by 19.6% in 2009, followed by 11.8% growth in 2010, 9.7% in 2011, 8.8% in 2012, and 6.8% in 2013.
This report examines the semiconductor demand from an end-use market perspective and examines the trends that are likely to affect unit demand and pricing in the future.
All historical and forecasted data in this report are consistent with the data in the companion report IN0904559SSF "Global Semiconductor Product Market Forecast—Help Wanted: Spenders and Lenders."
The report provides: -WW semiconductor unit, ASP, and revenue forecasts -WW semiconductor revenue forecasts by end-use market segments broken out by region and by major WSTS product category -Regional semiconductor revenue forecasts broken out by major end-use category - Semiconductor major product category forecasts broken out by end-use market segments.
Global Semiconductor Product Market Forecast—Help Wanted: Spenders and Lenders
The global erosion of asset prices, reduction in credit availability, and declining personal and business income will be reflected in a 19.6% drop in semiconductor revenue in 2009. Declining confidence levels, resulting from recent shocks and increased uncertainty about the future, will lead to more conservative spending practices even after liquidity improves and the economic recovery is well underway. Assuming that governments and central banks around the world continue the aggressive fiscal and monetary actions that they began to take in 2008 and that these actions are largely successful, growth in 2010 is forecasted to be modest, at 11.8%, followed by 9.7% in 2011 and 8.8% in 2012.
This report analyzes the overall economy and resulting underlying demand for semiconductors and how the demand matches with projections for semiconductor capacity, as well as other underlying factors that will affect semiconductor demand and pricing.
All historical and forecasted data in this report are consistent with the data in the companion report IN0904560SSF "Global Semiconductor End-Use Forecast—Is Anyone Buying?"
The report provides: -WW and regional GDP forecasts -Semiconductor capital expenditure forecast -WW semiconductor unit, ASP, and revenue forecasts -Semiconductor revenue forecasts by region and WSTS product categories
Global Semiconductor Product Market Forecast—If It's Not One Thing It's Another
Where 2007 was characterized by excess capacity and high demand, 2008 will be characterized by better capacity balance, but softening demand. The net result is that we are forecasting revenue growth in 2008 to be only 2.4%. We are hopeful that the soft economy will be short lived, leading to semiconductor revenue growth of 7.4% in 2009, followed by 9.7% and 11.6% in 2010 and 2011, respectively, before slowing again in 2012 to 2.8% growth.
This report analyzes the overall economy and resulting underlying demand for semiconductors and how the demand matches with projections for semiconductor capacity, as well as other underlying factors that will affect semiconductor demand and pricing.
All historical and forecasted data in this report are consistent with the data in the companion report IN0804278SSF "Global Semiconductor End-Use Forecast— Market Diversity, It’s a Good Thing."
The report provides: -WW and regional GDP forecasts -Semiconductor capital expenditure forecast -WW semiconductor unit, ASP, and revenue forecasts -Semiconductor revenue forecasts by region and WSTS product categories
Key findings from the report: -Semiconductor revenue is projected to grow by 2.4% in 2008 to US$261.9 billion -Improvement seen in 2009 with 7.4% growth -In 2010, revenue will break through the $300 billion barrier reaching $308.8 billion
Global Semiconductor End-Use Forecast—Market Diversity, It’s a Good Thing
The semiconductor industry has been experiencing relatively balanced growth over the past few years, and we expect that this will continue throughout the forecast period. There will, of course, be some variation in growth rates among the end-use segments, but they all will track close enough to the average that none can be said to be the driver in the sense that the computer and communications segments have been drivers in the not too distant past.
This report examines the semiconductor demand from an end-use market perspective and examines the trends that are likely to affect unit demand and pricing in the future.
All historical and forecasted data in this report are consistent with the data in the companion report IN0804279SSF "Semiconductor Product Market Forecast—If It’s Not One Thing It's Another."
The report provides: -WW semiconductor unit, ASP, and revenue forecasts -WW semiconductor revenue forecasts by end-use market segments broken out by region and by major WSTS product category -Regional semiconductor revenue forecasts broken out by major end-use category -Semiconductor major product category forecasts broken out by end-use market segments.
Key findings from the report: -Semiconductor revenue is expected to grow by 2.4% in 2008 to $261.9 billion -The consumer segment will lead 2008 growth at 5.9% -Over the forecast period, the consumer and communications segments will gain share while the computer segment share declines.
