Design Con 2015
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)



Top Comments of the Week
Flash Poll
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
<b><a href=Betajet">

The Circle – The Future's Imperfect in the Present Tense
Betajet
5 comments
The Circle, a satirical, dystopian novel published in 2013 by San Francisco-based writer Dave Eggers, is about a large, very powerful technology company that combines aspects of Google, ...

Max Maxfield

Recommended Reads From the Engineer's Bookshelf
Max Maxfield
31 comments
I'm not sure if I read more than most folks or not, but I do I know that I spend quite a lot of time reading. I hate to be idle, so I always have a book or two somewhere about my person -- ...

Martin Rowe

Make This Engineering Museum a Reality
Martin Rowe
Post a comment
Vincent Valentine is a man on a mission. He wants to make the first house to ever have a telephone into a telephone museum. Without help, it may not happen.

Rich Quinnell

Making the Grade in Industrial Design
Rich Quinnell
16 comments
As every developer knows, there are the paper specifications for a product design, and then there are the real requirements. The paper specs are dry, bland, and rigidly numeric, making ...

Special Video Section
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 ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...
Avago’s ACPL-K30T is the first solid-state driver qualified ...
NXP launches its line of multi-gate, multifunction, ...
Doug Bailey, VP of marketing at Power Integrations, gives a ...
See how to ease software bring-up with DesignWare IP ...
DesignWare IP Prototyping Kits enable fast software ...
This video explores the LT3086, a new member of our LDO+ ...
In today’s modern electronic systems, the need for power ...