And some economic indicators may look positive but it sure does not look like real recovery to me with continued talks of debt burden in Europe and all the protests, and an unemployment rate still near 10% in US. Even China appears to be becoming a bit concerning although it is a different sort of problem.
IDC predicted 10% growth for 2011 but also note that there estimate for 2010 is much lower than Gartner. According to IDC, 2011 will end up at $303 billion,well below $314 of Gartner. So 10% growth is not stronger than Gartner from this perspective.
The analysts didn't provide market-by-market breakdowns of forecast revenue. But generally speaking, both Gartner and IDC expect the memory market to be weak and devices for consumer electronics products to be pretty strong. Both see a tough market for the first two quarters of 2011 and a pickup in the second half of the year.
If I have understood it correct, is it the slowdown in PC demand and declining DRAM price are the only factors for the predicted slow growth for the chip revenue in 2011?
What about the other sectors? Are they not going to grow same as or better than 2010?
Very strange downfall as the mobile industries is booming too much in the developing countries and the deployment of 3G and 4G is also giving raise to the new produces flooding the market, even the new replacement of CRT TVs with LCD or LED is also there, and still downfall in the IC sales is very strange.