Breaking News
Comments
Newest First | Oldest First | Threaded View
Cowan LRA Model
User Rank
Manager
re: Chip inventory moves point to second-half growth
Cowan LRA Model   6/24/2013 3:30:20 PM
NO RATINGS
Thanks Peter for your "thanks." Obviously, stay "tuned" for the monthly updates of the model's "thinking" on 2013 sales and sales growth expectations as the year plays out. Moreover, the model predicts that 2014 sales and sales growth forecast estimates will be $317.9 billion and 5.8 percent, respectively. Therefore, it looks like 2014 will be a much more improved recovery year for the semiconductor industry. Mike C.

Peter Clarke
User Rank
Blogger
re: Chip inventory moves point to second-half growth
Peter Clarke   6/24/2013 11:19:33 AM
NO RATINGS
Hi Mike, Thanks for the update. There seem to be conflicting messages out there at there at the moment. Signs look positive for memory ASPs which could make a big difference to global sales. But a number of market watchers are predicting a flat 2013 on global economic slowness. In fact adding your 1H and 2H predictions puts you a bit in that camp at about $300 billion 2013 annual sales. Maybe in 2013 the market will beat expectations for the first time in a number of years?

Cowan LRA Model
User Rank
Manager
re: Chip inventory moves point to second-half growth
Cowan LRA Model   6/21/2013 8:59:08 PM
NO RATINGS
Hi Peter - the most recent run of the Cowan LRA forecast model operating on April 2013's actual sales result ($23.551 billion) recently published by the WSTS projects that the sequential sales growth forecast estimate of the second half of 2013 relative to the first half of 2013 will be 7.5 percent. This result corresponds to a 1H 2013 sales forecast of $144.7 billion. Details can be found at the following URL = http://electronics.wesrch.com/paper-details/docx-EL1SE1UFQSRBA-updated-global-semiconductor-sales-and-growth-expectations-for-2013-14. Therefore, the latest model run bears out the positive sales growth expected for 2H 2013 global semi sales, namely $155.6 billion, compared to the first half of 2013 sales expectation invoked above. Mike Cowan (independent semiconductor market analyst / watcher and developer of the Cowan LRA Model for forecasting global semi sales)



Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

MSGEQ7-Based DIY Audio Spectrum Analyzer: Testing
Max Maxfield
13 comments
In my previous column on this topic, we discussed the step-by-step construction of the first pass at a MSGEQ7-based DIY audio spectrum analyzer for use in my BADASS Display project. Of ...

Karen Field

June 2014 Cartoon Caption Winner
Karen Field
13 comments
Congratulations to "Wnderer" for submitting the winning caption for our June cartoon, after much heated conversation by our judges, given the plethora of great entries.

Jeremy Cook

Inspection Rejection: Why More Is Less in a Vision System
Jeremy Cook
3 comments
Albert Einstein has been quoted as saying, "Everything should be as simple as possible, but not simpler." I would never claim to have his level of insight -- or such an awesome head of ...

Jeremy Cook

Machine Fixes That Made Me Go 'DUH!'
Jeremy Cook
21 comments
As you can see in my bio at the end of this article, I work as a manufacturing engineer. One of my favorite things that happens on a Friday late in the afternoon is to hear my phone ring ...

Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)