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What is the effect of Tablets on the future IC market. These days looking at CES ...
pjduncan
Five predictions from IC Insights
Mark Lapedus
1/10/2011 1:48 PM EST
HALF MOON BAY, Calif. – 2011 has arrived and there are mixed signals in the IC market right now.
Here are five predictions from Bill McClean, president of IC Insights Inc.:
1. GDP
Plus 3.9 percent worldwide. (2010-4.2 percent)
''China and India to help drive growth.''
2. IC revenue forecast
Plus 10 percent. (2010-32 percent)
''I’m optimistic. I think it will be a good year.’’
3. Capital Spending
Plus 6 percent. (2010-98 percent)
''300-mm capacity will be tight. Fab-lite will gain momentum.''
4. Electronic systems
PC growth-Plus 12 percent (2010-18 percent); Cell phones-Plus 9 percent (2010-13 percent).
''Pent up demand unleased for PCs, autos, etc.''
5. 450-mm
''We're looking (at 450-mm fabs) after 2016''
Here are five predictions from Bill McClean, president of IC Insights Inc.:
1. GDP
Plus 3.9 percent worldwide. (2010-4.2 percent)
''China and India to help drive growth.''
2. IC revenue forecast
Plus 10 percent. (2010-32 percent)
''I’m optimistic. I think it will be a good year.’’
3. Capital Spending
Plus 6 percent. (2010-98 percent)
''300-mm capacity will be tight. Fab-lite will gain momentum.''
4. Electronic systems
PC growth-Plus 12 percent (2010-18 percent); Cell phones-Plus 9 percent (2010-13 percent).
''Pent up demand unleased for PCs, autos, etc.''
5. 450-mm
''We're looking (at 450-mm fabs) after 2016''
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Warren
1/10/2011 3:23 PM EST
Interesting enough. As recently as October IC Insights was saying 450-mm was a matter of "if not when". Now we have their first cut on when.
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dnenni
1/10/2011 4:10 PM EST
Surprisingly I agree with all 5 and would add that the foundry business (TSMC) will grow 20% in 2011.
D.A.N.
www.semiwiki.com
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Baolt
1/10/2011 6:37 PM EST
What about effect of GFs? UMC has fixed market share but GF is highly pushy, after Q4 '10 releases of TSMC i would doubt about 20% in '11 but growth for all foundries for sure, i agree on that.
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Ineedyourhelp
1/11/2011 4:43 PM EST
Yeah... Is Global Foundaries an Arab or (covert) Israeli company?
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sranje
1/11/2011 1:52 PM EST
Fully agree with Bill McClean - 2011 will likely be a double digit growth year for ICs.
IC Insights has maintained that projection since September (unlike many far more conservative forecasters)
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docdivakar
1/11/2011 4:32 PM EST
@dnenni: how about EUV? Pushed out to 2015? Nikon's Lithovision this year will be interesting, I suspect we will hear the same reasons for the delay as last year's!
@sranje: if 2011 ends up being a double digit growth year for chip companies, you think hiring will keep pace?
MP Divakar
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phoenixdave
1/11/2011 6:30 PM EST
Will this be possible using current staffing or or we likely to see a hiring pickup with these numbers?
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pjduncan
1/11/2011 6:33 PM EST
''Pent up demand unleased for PCs, autos, etc.''
We don't need more unleased cars.
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elctrnx_lyf
1/12/2011 10:05 AM EST
What is the effect of Tablets on the future IC market. These days looking at CES or any electronics vendors, evry one is actually talking about a Tablet.
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