Breaking News
Comments
Oldest First | Newest First | Threaded View
daleste
User Rank
Author
>10% growth
daleste   5/7/2014 9:21:33 PM
NO RATINGS
More than 10% growth year to year is great.  The volatility in the market over the past few weeks makes me wonder if the global economy will continue to improve.

Olaf Barheine
User Rank
Author
Re: >10% growth
Olaf Barheine   5/8/2014 2:32:20 AM
NO RATINGS
I agree with you. 11.4 percent are really very good, but -12.2 percent between Q4/2013 and Q1/2014 are a sharp decrease in the Americas that make me wonder. What are the reasons? Are there any detailed numbers for North and South America?

Sheetal.Pandey
User Rank
Author
Re: >10% growth
Sheetal.Pandey   5/8/2014 4:09:28 AM
NO RATINGS
Asia Pacific has been a very good market for semiconductor's growth. Countries like India has been showing good growth and its only going to get better.

junko.yoshida
User Rank
Author
Re: >10% growth
junko.yoshida   5/8/2014 9:23:28 AM
NO RATINGS
@Olaf, Good point. I am not sure what's going on there, but listening to several financial calls lately makes me believe that it might have something to do with seasonality. Especially in the US, the sequential growth of Q1 over Q4 is harder to come by.

Peter Clarke
User Rank
Author
Re: >10% growth
Peter Clarke   5/8/2014 9:23:58 AM
NO RATINGS
They don't break out North & South America...but i reckon essentially Americas region is predominantly U.S. and Canada

Cowan LRA Model
User Rank
Author
Latest Cowan LRA Model's Sales & Growth Expectations For 2014
Cowan LRA Model   5/8/2014 9:24:57 AM
NO RATINGS
Hi Peter - back calculating the actual sales number for March from the SIA's posted 3MMA Global Billings Report spreadsheet (URL = http://www.semiconductors.org/clientuploads/directory/IndustryStatistics/GSR1976-March%202014.xls) results in a March 2014 sales of $28.095 billion. Plugging this sales number into the Cowan LRA Model (see URL = http://electronics.wesrch.com/paper-details/pptx-EL1SE1J5ABATH-forecasting-global-semiconductor-sales-by-exploiting-linear-regression-analysis-lra) yields a 2014 sales expectation of $331.335 billion which corresponds to a Yr-O-Yr sales growth forecast of 8.4 percent.

HOWEVER, this latest updated sales growth estimate is down strongly from last month's prediction of 11.9 percent indicating momentum loss in 2014's sales growth rate. The following table shows the month-by-month sales and sales growth evolution as determined by the model.

BY-MONTH EVOLUTION OF COWAN LRA MODEL's GLOBAL SEMI SALES

FORECAST EXPECTATIONS FOR 2014

 
    Y-O-Y Sales
Forecast Date Sales ($B) Growth (%)
9-09-13 $320.449 5.4%
10-07-13 $319.709 5.1%
11-07-13 $317.826 4.7%
12-06-13 $317.822 4.5%
1-10-14 $318.689 4.4%
2-10-14 $316.695 3.6%
3-07-14 $339.981 11.3%
4-09-14 $342.061 11.9%
5-08-14 $331.335 8.4%

SOURCE: Monthly Runs Of Cowan LRA Forecasting Model; From Sept. 2013

through May 2014 (Date Of Forecast Update)

Peter Clarke
User Rank
Author
Re: >10% growth
Peter Clarke   5/8/2014 9:25:44 AM
NO RATINGS
Q1 is usually a few percentage points down on the previous Q4 about 4 percent as I remember being the average over the prevous 10 years.

So a 12 percent decline is significant for Americas seems odd.

rick merritt
User Rank
Author
Re: >10% growth
rick merritt   5/8/2014 4:36:00 PM
NO RATINGS
Double digit growth sounds pretty good to me!

chipmonk0
User Rank
Author
Re: >10% growth
chipmonk0   5/9/2014 2:00:03 PM
NO RATINGS
@ Peter

Most of the growth seems to be in Asia Pacific and China would be the engine there. Right now China is in the process of upgrading over to 4G LTE phones & systems. That cannot go on forever. So is this a temporary bubble ? If so any guess as to how many quarters will it last ?



Datasheets.com Parts Search

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

What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.

Brought to you by:

Like Us on Facebook
Special Video Section
The LTC3649 step-down regulator combines key features of a ...
Once the base layer of a design has been taped out, making ...
In this short video we show an LED light demo to ...
The LTC2380-24 is a versatile 24-bit SAR ADC that combines ...
In this short video we show an LED light demo to ...
02:46
Wireless Power enables applications where it is difficult ...
07:41
LEDs are being used in current luxury model automotive ...
With design sizes expected to increase by 5X through 2020, ...
01:48
Linear Technology’s LT8330 and LT8331, two Low Quiescent ...
The quality and reliability of Mill-Max's two-piece ...
LED lighting is an important feature in today’s and future ...
05:27
The LT8602 has two high voltage buck regulators with an ...
05:18
Silego Technology’s highly versatile Mixed-signal GreenPAK ...
The quality and reliability of Mill-Max's two-piece ...
01:34
Why the multicopter? It has every thing in it. 58 of ...
Security is important in all parts of the IoT chain, ...
Infineon explains their philosophy and why the multicopter ...
The LTC4282 Hot SwapTM controller allows a board to be ...
This video highlights the Zynq® UltraScale+™ MPSoC, and sho...
Homeowners may soon be able to store the energy generated ...