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)