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)
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.