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ICs Headed for Fall Fall, Analyst Says |
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Written by Administrator
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Wednesday, 31 August 2005 |
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LOS ALTOS – Have semiconductor inventories gotten out of
whack? That’s the assessment one researcher is concluding, saying that the
disparity between strong sales of end-use items and the drop in IC shipments
suggests a “major inventory adjustment.”
In its monthly newsletter, issued yesterday, Henderson Ventures said recent market
data point to a drop in global shipments of 0.8% this year.
Allowing that Intel
and other makers are predicting spikes, Henderson
says that bookings data compiled by VLSI
Research show orders fell 10.7% during the June quarter and a flat
book-to-bill of 1.0.
Unit shipments fells 4.1% in the June quarter, despite jumps
in units of cellphones and PCs of 18% and 16%, respectively. The conflicting
data suggest an inventory adjustment, Henderson
said.
The firm says modest forecasts for equipment coupled with excess
semiconductor fab capacity will foretell a 1.9% slide in 2006. The market will
then recover to the tune of 14.4% growth in 2007, Henderson predicts. |
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