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daleste
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re: IC market now seen shrinking in '12
daleste   8/31/2012 4:10:25 AM
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I really do hate to see these kind of reports. Sometimes it seems like the are a self fulfilling prophecy more than a prediction based on the trends seen in the numbers.

ABIsemis
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re: IC market now seen shrinking in '12
ABIsemis   8/29/2012 2:00:20 PM
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Unlike many other research firms, ABI Research have been predicting a WW semiconductor market decline since our 1Q12 review of the market. This was reiterated in a press release in June as published by EE Times: http://www.eetimes.com/electronics-news/4391761/Chip-market-will-fall-2012-says-ABI I'm surprised that we have not been included in the list. Peter Cooney - ABI Research Practice Director, Semiconductors

mcgrathdylan
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re: IC market now seen shrinking in '12
mcgrathdylan   8/26/2012 3:19:59 AM
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@eewiz- nice reference. It was fun reading. Indeed, I think it's safe to say that they analysts quoted in that story were off the mark.

eewiz
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re: IC market now seen shrinking in '12
eewiz   8/25/2012 9:16:17 AM
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Analysts.. I believe them. Totally. Here is an analyst report from 2007 about iPhone, that I enjoyed reading. http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aRelVKWbMAv0

daleste
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re: IC market now seen shrinking in '12
daleste   8/25/2012 3:35:26 AM
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It did feel like the economy was not improving as much as the old numbers showed. I hope 2013 really will be a good growth year.

geekmaster
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re: IC market now seen shrinking in '12
geekmaster   8/24/2012 4:56:53 PM
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Revenue effects spending as well! I think SEMI will come out with their worldfabforecast report next week. Should be interesting!

mcgrathdylan
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re: IC market now seen shrinking in '12
mcgrathdylan   8/23/2012 11:41:39 PM
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Thanks Mike. Sorry for the mix up. I'll update the chart.

Cowan LRA Model
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re: IC market now seen shrinking in '12
Cowan LRA Model   8/23/2012 8:56:24 PM
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Hi Dylan - I wanted to make you aware that I updated my forecast for 2012 global semi sales and sales growth to $297 billion and minus 0.9 percent, respectively, at the beginning of August following the release of June's HBR by the WSTS. Additionally, Semiconductor Intelligence's latest sales growth forecast for 2012 was also changed to -1.0 percent on August 16th. Details can be seen at the following URL = http://www.semiconductorintelligence.com/?p=600. Mike C.



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