Hi Dylan - my newly updated Cowan LRA Model's forecast numbers are presently predicting 2012 sales and sales growth expectations of $296.97 billion and minus 0.85 percent, respectively. These latest forecast results are derived from the actual June sales just published by the WSTS. Details of my latest forecast model's run can be seen at the following URL = http://pradeepchakraborty.wordpress.com/2012/08/09/cowan-lra-models-updated-forecast-for-global-semicon-sales-2012/#more-8097.
Therefore, the 2012 sales growth number you invoked for the Cowan LRA (Model) in the above table has declined and has dropped into negative territory.
Mike Cowan (independent market watcher and developer of the Cowan LRA forecasting model for global semi sales)
As was noted in the story about IC Insights' ranking of the top 20 1H12 semiconductor suppliers last week on the EETimes web site, our current forecast for total semiconductor market growth for 2012 is +3%.
President, IC Insights