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Jimelectr
I've probably said it before, but this summer is the first time in 4 and a half ...
Robotics Developer
I can say that I hear only longer lead times not shorter; I am not sure if it is ...
Chip sales stay strong amid slowdown signs
Peter Clarke
8/30/2010 7:50 AM EDT
LONDON — The three-month average of global sales of semiconductors for July was $25.24 billion, up 1.2 percent from June and up 37.0 percent from July 2009, according to the Semiconductor Industry Association.
The averaged figure, based on figures compiled by the World Semiconductor Trade Statistics (WSTS), was in line with analysts' expectations.
The sequential growth was strongest in the Americas region and Japan while the year-to-year figures showed the highest growth in the Americas and Asia-Pacific regions.
The Americas region recorded $4.58 billion three-month average sales, up 3.6 percent sequentially and up 52.7 percent year-on-year. The Asia-Pacific region is more than half the global market for semiconductors and the three-month average of sales for that region was $13.48 billion, flat sequentially and up 38.4 percent year-on-year.
Japan's three-month average market was $3.88 billion, up 3.1 percent sequentially and up 19.9 percent year-on-year. Europe with a three-month average market of just $3.13 billion was up 0.8 percent sequentially and up 34.2 percent year-on-year.
"Worldwide sales of semiconductors were strong in July despite growing indications of slower growth in the overall economy," said SIA President Brian Toohey, in a statement. "The continued proliferation of semiconductors into a broad range of products provides opportunities for industry expansion even in a period of slower overall economic growth. Although recent public statements from a number of major manufacturers have emphasized limited visibility for the near-term, we continue to expect that industry growth for 2010 will be in line with our mid-year forecast of 28.4 percent," Toohey concluded.
Related links and articles:
Analyst: IC business back on track in July
SIA: Chip sales up 7% sequentially in Q2
SIA sees second half IC slowdown
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GREAT-Terry
8/31/2010 5:34 AM EDT
Is this true? I've heard that some contract manufacturers are already stopping their orders due to the over-inventory and weak demand from OEM. Any people have similar news?
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Robotics Developer
8/31/2010 3:45 PM EDT
I can say that I hear only longer lead times not shorter; I am not sure if it is the industry I am in (robotics) and the specialized chips needed. It would be nice if we could see sustained gentle growth that would allow for fabs, CMs and designers to realize some stability in chip supply. The continued growth of silicon is a positive sign that I hope will solidify into a real trend.
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Jimelectr
8/31/2010 10:48 PM EDT
I've probably said it before, but this summer is the first time in 4 and a half years that I've seen the foundries at capacity and pushing times from tapeout to packaged chips out to more than 6 weeks. I don't know off the top of my head which foundry or foundries is/are doing this. I guess that's good news until things get lean again and the fabs are all but empty.
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