Design Con 2015
Breaking News
Comments
Oldest First | Newest First | Threaded View
daleste
User Rank
CEO
>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
Manager
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
Manager
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
Blogger
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
Blogger
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
Manager
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
Blogger
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
Manager
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 ?



Most Recent Comments
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
27 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 ...