Other articles have shown that leading indicators of the IC industry have hit an inversion point. The trend bares watching to see how slippery the slope will be. If it is precipitous, the industry could have a difficult time of it, given the higher levels of installed capacity and full capital equipment order books. Fab equipment not delivered before the next flip will face obsolescence while waiting for a buyer.
There are plenty of growth opportunities out there. Smart phone segment is growing very strongly in handsets - and not just Apple. Yes, not just Apple. Emerging markets such as solar inverters are very strong. Communications and automotive appears to be stable too.
Who is using DDR3 most, it will hit them which is notebook market. If you check latest comments of intel and amd, they all lowered their forecast due to low sales records at US, EU. Samsung, kingston are the biggest players at this area, yet samsung lately decreased their prices and increased supply speed.
It's a transition time. Once there are more drivers besides Apple it should be less dramatic. The trouble is Apple marketing is full speed near cult-like fanaticism, with loyal diehard fan core. But it may only last as long as Jobs' reign.
We should not predict market slump just because of the lower than expected sale of laptops and notebooks. This year has been very good for most in the semiconductor industry. I remember that there was a deluge of lithography system orders to ASML and the likes that the delivery time was more than normal.
Simply, the post-recession inventory was completed about two Qs ago and with no new business since the economy is still tanking, a slow in sales is expected. I also feel that in the next two Qs, we could see a major slump if the economy does not ramp up
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