Market demand continues to push forward forecasts for the semiconductor industry

In near Boston SEMI breakfast meeting, analysts agree that the current forecast of the semiconductor market is conservative, even if some people launched the more optimistic prediction is completely possible, this is because the market has strong demand to the semiconductor industry back to the growth trajectory of seasonal and broad application of electronic products market to support.

To look back, as beautiful as in 2010. Gartner forecast for 2011 and 2012, respectively, only 1% and 2% callback, Gartner vice president BobJohnson believes that due to weak memory, semiconductor growth may be a little slower. However, the semiconductor industry in the future growth is still quite robust, not only back to the seasonal growth track, and terminal electronic products market growth will be more solid and healthy on the whole, both from the inventory or price trends are the same. It goes on to point out that the semiconductor market has to go back to the pace of synchronization, that is, the average annual growth rate of 5%.

Gartner proposed this week's latest forecast, in 2010 this year by the semiconductor in February increased 20%, to $276 billion, once again raised to 27.1% growth, $290 billion. Gartner's vice president, BobJohnson, points to a range of factors. As the number of PC growth from the previous growth of 20%, revised to, MPU sales from 11% to 14.7%, DRAM sales grew by 55% to 78% and mobile phone by an increase of 12% to 14%.

The semiconductor industry Gartner prediction (prediction and forecast in February compared to June)

Table is Gartner in February this year, the forecast and the latest forecast, the table is from Johnson and application of various types of devices, why change the forecast summary

View 2010 semiconductor industry growth of more than 20% is possible. At a breakfast meeting held in Boston by SEMI, ICInsight's BillMcClean said it now makes 28% of semiconductor growth is conservative and is likely to exceed $30%. The key is to increase the demand of the market, compared with 2009, the past 63 years the biggest economic downturn, global shipments of PC 09 years actually increased by 1%, and this year may be ascribed to more than 18%, is the best in the past 10 years, it refers to the customer in the computer has been prepared to abandon Vista enter windows7. So IC shipments back to growth of 9% levels.

Semico analyst JimFELdhan also proposed a conservative estimate of 27% growth this year. If the price of the memory can hold, it may exceed 30%. It, like Gartner, believes that 2012 may have a slight pullback and 2013-2014 has a single digit growth. It pointed out that Semico tracking 45 terminal electronic products, found that the content of the semiconductor are increasing. For modern young people, they are sensitive to electronic products, attractive, and do not think luxury and waste. Coupled with the further improvement of global communications facilities, while promoting the network, including wireless applications. PC and mobile phones are expected to upgrade will emerge in an endless stream. As in China, as in other regions, there is a growing interest in smart phones, solar applications, such as smart grid, more and more attention. Global automotive is an important market in the future MEMS to entertainment is still a big market for chip manufacturers.