LONDON In one of the oddities caused by averaging and using different comparison bases, global chip sales are expected to decline to $20.1 billion in December from $20.4 billion in November, on a three-month average basis, but still be up 9.3 percent year-on-year according to Handelsbanken Capital Markets.
That would translate to actual chip sales up 14.4 percent in a December to December comparison, driven partly by the poor December recorded a year before.
PC and handset chip sales should both have been strong in December, the firm said, adding that NAND memory chips and consumer electronics chips should continue their strong trend.
“Some of the data we follow for the PC market does show a slower trend, so an inventory build-up in Q4 will probably lead to a slower month for PC processor chips in January,” said Bruce Diesen, strategist with Handelsbanken.
Handelsbanken made no change to its forecasts for worldwide chip market growth, which it reckons was 7 percent in 2005 and will be 8 percent in 2006.
The three-month average of global chip sales for December, as collated by World Semiconductor Trade Statistics organization, is due to be published early in February.