Hi Dylan - since in your above article summarizing Handel Jones' outlook for this year's (2012) semi sales growth you also invoke other market watchers' expectations, I thought that I would likewise "chime in" too. The latest Cowan LRA Model's semi sales growth forecast estimate for 2012 is 5.9% which is referenced off a 2011 sales forecast estimate of $301.16 billion. By the way 2011's actual sales result will be publised at the beginning of next month (February) by the WSTS in their December 2011 HBR.
Mike C. (independent semi-industry analyst and developer of the Cowan LRA forecasting model)
Dylan - the Cowan LRA Model's most recent (and final) sales growth forecast expectation is 0.95 percent. This number is based upon November's lower than expected actual sales of $22.531 billion.
By the way details of my latest forecast numbers for both 2011 and 2012 were contained in an e-mail I dispatched to you (and Peter) earlier this month (Jan 6th to be exact)
Replay available now: A handful of emerging network technologies are competing to be the preferred wide-area connection for the Internet of Things. All claim lower costs and power use than cellular but none have wide deployment yet. Listen in as proponents of leading contenders make their case to be the metro or national IoT network of the future. Rick Merritt, EE Times Silicon Valley Bureau Chief, moderators this discussion. Join in and ask his guests questions.