Embedded Systems Conference
Breaking News
Comments
Oldest First | Newest First | Threaded View
Cowan LRA Model
User Rank
Author
re: Foundry sales tumbled in December
Cowan LRA Model   1/10/2012 3:31:16 PM
NO RATINGS
Hi Dylan - these December 2011 monthly sales results for both TSMC and UMC do not bode well for global semi sales reaching greater than the $300 billion mark that the industry was supposedly going to surpass for the first time. The latest run of the Cowan LRA Model's monthly sales forecast expectation for 2011 global sales (based on the recently posted WSTS's November HBR) came in at just marginally over $300 billion, namely $301.2 billion corresponding to a sales growth estimate of 0.95 percent for 2011 over 2010's sales of $298.3 billion. In order to surpass the $300 billion sales barrier, December 2011's will have to be greater than $26.2 billion. December's actual sales number should be posted by the WSTS on February 3rd, 2012 -- stayed tuned for the "wrap up" of 2011's global semi sales result and thus finding out if the $300 billion sales mark record for the industry is attained. Mike C.

Peter Clarke
User Rank
Author
re: Foundry sales tumbled in December
Peter Clarke   1/10/2012 3:47:33 PM
NO RATINGS
@Mike I agree. With TSMC's Dec sales falling more than 12 percent sequentially - versus a 6 percent fall in a more typical year - the market looks weak. On the plus side TSMC's sales were toward the top end of guidance previously given. And check out Dialog's runaway sales.

mcgrathdylan
User Rank
Author
re: Foundry sales tumbled in December
mcgrathdylan   1/10/2012 5:31:37 PM
NO RATINGS
Thanks Mike. I guess we'll have to wait and see what the numbers show, but I also agree that the y-to-y declines in sales by the foundries do not bode well for the overall market.



Radio
NEXT UPCOMING BROADCAST

Drones are, in essence, flying autonomous vehicles. Pros and cons surrounding drones today might well foreshadow the debate over the development of self-driving cars. In the context of a strongly regulated aviation industry, "self-flying" drones pose a fresh challenge. How safe is it to fly drones in different environments? Should drones be required for visual line of sight – as are piloted airplanes? Join EE Times' Junko Yoshida as she moderates a panel of drone experts.

Brought to you by

July 16, 1pm EDT Thursday
IoT Network Shoot Out
Top Comments of the Week
Flash Poll
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Special Video Section
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...