LONDON Seasonally adjusted global sales of semiconductors in August are expected to show a fall from that achieved in the previous month, according to analysts at Carnegie Group (Oslo, Norway).
However, the three-month moving average of chip sales is still expected to come in at $18.9 billion, up on the $18.2 billion achieved in July, down 17 percent year-on-year.
According to Bruce Diesen, a senior strategist and analyst at Carnegie ASA, actual August chip sales are likely to have seen a 15.6 percent year-on-year decline, compared with a 9.1 percent fall July to July.
The figures for August are impacted in part by earlier shipping of devices by sea this year, suggests Diesen.
Third quarter shipments are predicted to have increased 17 percent quarter-on-quarter.
Some bullet pints from the Carnegie forecasts for August include the fact handset and car chips were slightly stronger for the month, while PC and memory chips may have slipped after very strong July shipments.
Diesen notes that some Taiwanese companies had production problems on PC memory chips in August.
He adds demand for DDR-3 type memory is strong due to the trend in ultra low voltage PC's.
Carnegie still expects 2009 chip sales to fall 14 percent when express in dollar terms, and maintains 2010 sales will rise by 12 percent.
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