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Semiconductor Experts Cautious in 2008
Written by Philip Buonpastore
Monday, 07 January 2008
OAK BROOK, IL - Semiconductor International hosted the 2008 Semiconductor Industry Forecast,
featuring a panel of industry leaders sharing predictions for the New
Year. The panel included Anne Craib of the SIA, Richard Gordon of
Gartner Dataquest Research, Gary Grandbois of iSuppli, Jim Feldhan of
Semico Research, Steve Szirom of InsideChips.com, Moshe Handelsman of
Advanced Forecasting, Gary Smith of Gary Smith EDA, independent analyst
Mike Cowan, and Carl Johnson of Infrastructure.
As reported by PCB Cafe, the panel discussed the demand for traditional
consumer devices (such as MP3 players, digital TVs and cell phones)
accounting for over 50% of semiconductor production, as well as PC
unit demand, now almost 40% consumer-driven.
The majority of the panelists predicted that the worldwide
semiconductor would see growth in the 6-11% range, while three others
predicted a year of flat or even negative growth, siting concerns about
a possible recession in the US due to the higher oil prices and current
mortgage crisis. These concerns have made analysts cautious, but still
optimistic, that semiconductor revenues will continue to grow in 2008.
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