Keep in mind that the consensus forecast is a SURVEY. This forecast is in-line with most other predicitons. They also have other reports which were right on. They were first predicting a double digit decline for 2008. They were first prediciting an increase of more than 90% for 2010. The "wild card" for 2012 are Samsung (mainly), and maybe TSMC, Intel and Hynix.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.