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docdivakar
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re: Nomura sees 2011 chip market growth of 4.4%
docdivakar   5/27/2011 4:26:16 PM
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@peter.clarke: if you put these predictions in perspective with the market forecasts for sectors that directly influence the Semi market, many things don't add up! Take EDA for example, which is forecast to grow at CAGR of 9.7% thru 2015. Granted not all of EDA market directly influences Semi products (like PCB design software), a great majority of the applications of EDA is indeed in the chip design segment. So where is this growth coming from, if the end products are forecast only at 4.4%? Does the forecast completely exclude MEMS sensors and their integrated (vertical / lateral, with logic, memory, i.e., a 'system') markets? Also, even with out memory market, I tend to think the proliferation of low-cost Semi components in everyday appliances (eg., an LED flashlight) will support the growth at equal to or more than the average consumer market growth. Dr. MP Divakar

Peter Clarke
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re: Nomura sees 2011 chip market growth of 4.4%
Peter Clarke   5/26/2011 8:40:35 AM
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European sales in euro terms can be found at www.eeca.eu For examples European sales in 2010 grew 27.1 percent in U.S. dollar terms but 34.7 percent in euro terms. However, as far as I know WSTS only considers and reports sales in U.S. dollars. However, many companies, even when based outside the U.S. report in dollars, which is the leading currency of the semiconductor industry. A that is sometimes pulled is to switch between dollars and their local currency for reporting quarterly results every year or two....the constant switching makes it harder to compare like with like.

the_floating_ gate
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re: Nomura sees 2011 chip market growth of 4.4%
the_floating_ gate   5/26/2011 5:04:51 AM
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"4% growth in Dollar". good point - I was always wondering about this - global IC sales are reported in US $ - no question asked there is a lot of noise (and short/mid term trends) induced due to currency changes - that leaves us with IC units. Few forecasters break it down in units and ASP - but currency exchange trends/fluctuations ? Don't expect too much from the experts - that gets far too complicated

mde0
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re: Nomura sees 2011 chip market growth of 4.4%
mde0   5/25/2011 11:20:38 AM
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4% growth in Dollar. How much sales is done in EURO and YEN. What is the impact of the low dollar exchange rate on thew groth number?



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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