Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
bruzzer2
User Rank
Author
re: Chip sales slide in Q4 amid inventory, pricing gloom
bruzzer2   12/17/2012 5:04:24 AM
NO RATINGS
In this single Intel notebook example across three process nodes. iCore 7/5/3 total quad & duals production: Arrandale 188,630,122 units Sandy Bridge 156,025,668 units Ivy Bridge 138,566,718 units Mike Bruzzone Camp Marketing

Cowan LRA Model
User Rank
Author
re: Chip sales slide in Q4 amid inventory, pricing gloom
Cowan LRA Model   12/16/2012 11:36:40 AM
NO RATINGS
Peter - WHOOPs. The 4Q/3Q sequential sales should be PLUS 1.6 percent, that is, a sequential INCREASE, NOT minus as stated above. Therefore, the latest Cowan LRA Model run for 4Q/3Q's sequential sales growth forecast estimate is, in fact, more "bullish" than iSuppli's prediction of plus 0.7 percent sequential sales growth and slightly more positive than your stated last 10-year average of 1.4 percent. Sorry. Mike C.

Cowan LRA Model
User Rank
Author
re: Chip sales slide in Q4 amid inventory, pricing gloom
Cowan LRA Model   12/15/2012 1:21:52 PM
NO RATINGS
Hi Brian - the latest run of the Cowan LRA forecasting model incorporating the WSTS's October actual sales number of $24.873 billion yielded an updated 2012 sales growth expectation of minus 2.3 percent which is in excellent agreement with IHS-iSuppli's latest 2012 yr-o-yr sales growth update of minus 2.3 percent. The model's 2012 sales forecast estimate came in at $292.758 billion compared to the WSTS's 2011 reported sales of $299.521 billion. Remember that IHS-iSuppli's global semiconductor sales tracking process is different than the WSTS's and this accounts for their higher prediction for 2012 of $310 billion. Also note that the latest WSTS sales and sales growth forecast expectations (per the WSTS's recently published 2012 Autumn forecast update) are $289.936 billion and minus 3.2 percent, respectively. Mike C.

Cowan LRA Model
User Rank
Author
re: Chip sales slide in Q4 amid inventory, pricing gloom
Cowan LRA Model   12/15/2012 1:00:33 PM
NO RATINGS
Hi Peter - the latest Cowan LRA Model's expectation for 4Q/3Q sequential sales growth (as calculated from the WSTS's recently posted October actual sales of $24.873 billion) is minus 1.6 percent which is slightly more negative than your calculated last 10-year historical average of minus 1.4 percent. Mike C.

Peter Clarke
User Rank
Author
re: Chip sales slide in Q4 amid inventory, pricing gloom
Peter Clarke   12/15/2012 11:07:11 AM
NO RATINGS
I would point that a sequential fall of about 1.0 percent for Q4 in comparison is normal for the semiconductor industry. I make the average of Q4/Q3 fall over the last 10 years 1.4 percent, according to WSTS data, so a sequential fall of only 0.7 percent in better than average.



Radio
LATEST ARCHIVED BROADCAST
As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Like Us on Facebook
Special Video Section
The LTC®6363 is a low power, low noise, fully differential ...
Vincent Ching, applications engineer at Avago Technologies, ...
The LT®6375 is a unity-gain difference amplifier which ...
The LTC®4015 is a complete synchronous buck controller/ ...
10:35
The LTC®2983 measures a wide variety of temperature sensors ...
The LTC®3886 is a dual PolyPhase DC/DC synchronous ...
The LTC®2348-18 is an 18-bit, low noise 8-channel ...
The LT®3042 is a high performance low dropout linear ...
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...