Hi Peter - the latest Cowan LRA Model's global semiconductor sales growth forecast expectations for 2012 and 2013 are in relatively good agreement with the WSTS's Autumn 2013 forecast numbers released today and summarized in the table above.
The recently updated Cowan LRA Model's results are derived from the September 2012 sales numbers as contained in the WSTS's monthly HBR posted on their website at the beginning of November. In particular, the model is predicting -2.6 percent and +5.2 percent for 2012 and 2013, respectively, versus the WSTS's forecasts of -3.2 percent and +4.5 percent, respectively. The corresponding Cowan LRA Model's sales predictions are $291.76 billion and 307.04 billion for 2012 and 2013, respectively.
Mike Cowan, semi industry market watcher and creator of the Cowan LRA Model for forecasting global semiconductor sales.
I wish people would use accurate terminology. Decreasing rate of growth is nowhere near slowing down. We shouldn't have to redefine terminology to let people get away with being sloppy. If they mean slowing rate of growth they should say that. What good is an industry organization if they can't produce well worded PR for their reports? If they can't get the English correct why should I trust their analysis?