I look forward to hearing some real analysis, not week-to-week raw data on sales figures. I had to laugh when the article said things like "NAND Flash had another solid week" and "MPUs had another quiet week in the spot market". This is like looking at this week's S&P 500 performance and predicting what the stock market is going to do in 2011 based on that one week.
On second thought, this article is a month old, so by now, any of this raw data from VLSI Research is completely obsolete and meaningless.
Agree - IC Instats 10% all along, IDC recently projected 10% growth, now VLSI Research 8% for 2011...
Pessimism of many others seems to be unwarranted - global economic indicators do not support 4% or so projections. But sharp downward projection corrections are good for staying in limelight - message massages for purely PR visibility purposes.
I look forward for the next "major news item" - sharp upgrade projection revisions.
There's a "good" and "bad" list in every industry. It steers readers to make attempts to avoid the "ugly", the one economic parameter one has no control of. Here's to avoiding the potholes inevitably on the road to any recovery that individuals need to steer clear of when making resourceful decisions.
Except a few negative signs in terms of the DRAM sales the market trend looks positive. I mean with the war among the tablet vendors, new processors coming out from qualcomm and intel there is lot of things happening every day. I bet there will be some thing new in the new year from Apple.
Is the IC market going up and down in total really so important? My company sells ICs for TVs. The amount we sell depends on how many customers we have, how well they are doing and the time of year. I'm not sure that the fact that some other company that sells (eg) mobile phone chips is selling more or less of them is that relavent.