Semico forecasts 2011 revenues will be down 1.4%
As we head into November, Semico's forecast of a weak second half is showing to be accurate. June, July, and August all had poor performance and according to the IPI, we will see that trend continue into 1Q12. February of 2012 is still forecasted to be the bottom as OEMs are currently burning off inventory while foundries cut back on capital expenditures.
In October, our IPI headlines included:
IPI Indicates Semiconductor Sales Up 1.2% for 3Q11
2011 Semiconductor Revenue Forecast: Down 1.36%
Wafer Demand Summary 3Q11
MEMS and Sensors in Smartphones
Mobile Devices: Analog
This month, we are making a section of that report available to you as a free download. Included in the White Paper is our IPI chart along with a section of the Mobile Devices: Analog discussion. We invite you to download this free informative report, and contact Debi Antoni with any questions about our forecast.
The Semico IPI report is published monthly and includes the IPI as well an analysis of the data. Semico's worldwide semiconductor forecast is published in the IPI report once each quarter. Our next forecast issue will be released this November.
The IPI provides accurate and proven forward-looking predictions on the direction and strength of the semiconductor market twelve months in the future. (http://semico.com/tracker/default.asp)
To buy the IPI Report as a single issue, or sign up for the entire year, contact Debi Antoni at 623-387-4650.
We are a semiconductor marketing & consulting research company located in Phoenix, Arizona. Semico was founded in 1994 by a group of semiconductor industry experts. We have improved the validity of semiconductor product forecasts via technology roadmaps in end-use markets. Semico offers custom consulting, portfolio packages, individual market research studies and premier industry conferences.
Debi Antoni 623-387-4650