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Gartner Ups Chip Market Growth Forecast to 12%

4/13/2017 03:45 PM EDT
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rick merritt
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Good news, bad news
rick merritt   4/17/2017 11:26:40 PM
This is generally bad news for the OEMs and end users who want as much memory in systems as possible.

Arguably it even distorts the world's view of the semiconductor industry, too, which underneath the temportary memory bubble, still plods on at probably ~5% growth.

Cowan LRA Model
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Latest Cowan LRA Model's 2017 Global Semiconductor Sales Growth Expectation Increases
Cowan LRA Model   4/14/2017 9:01:11 AM
Hi Dylan – I thought I would throw my hat into the ring regarding the latest Cowan LRA Model's sales growth forecast for 2017. My just updated 2017 sales growth forecast gleaned from running the forecast model on the WSTS's actual February 2017 sales number has risen to 17.5 percent – up from last month's forecast expectation of 14.7%. Thus the model's forecasted global semiconductors sales came in at $398.4 billion indicating very strong sales for the industry this year. Actual YTD (Year-to-Date) sales for 2017 (through February) came in at $59.14 billion thereby running way ahead of the same period for 2016 YTD sales by 15.8 percent. Obviously very good news for the semiconductor industry based upon the recent history in yearly sales growth results and consistent with both Gartner's and IC Insights sales growth forecast upgrades as highlighted in your above article.

Mike Cowan (independent semiconductor market watcher and developer of the Cowan LRA Model for forecasting global semiconductor sales)

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