| IDC Sees Bigger Year Ahead for Semis |
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| Written by Mike Buetow | |||
| Monday, 30 April 2012 15:54 | |||
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SAN MATEO, CA – International Data Corp. today more than doubled its 2012 forecast for worldwide semiconductor revenues.
The research firm upped its outlook to 6 to 7%, adding that the rate of sales would increase as the year goes on. "The current semiconductor cycle, which started mid-2011, will bottom out in the second quarter of 2012 and fab utilization rates will pick up and accelerate in the second half of this year. Overall, IDC expects 2012 semiconductor revenue growth to be in the 6-7% range," said IDC. The firm in December predicted that sales would rise 3.1% in 2012. Last year's sales rose 3.7% year-over-year to $301 billion, IDC added. The results are based on sales from more than 100 semiconductor companies, more than 40 of which saw year-over-year revenue growth greater than 5%, while about the same number of companies saw revenue decline by more than 5%. Intel, with total semiconductor revenues of $51.8 billion in 2011, once again was the overall market leader. It registered impressive revenue growth and also increased its share of the semiconductor market by 3%. Samsung was the number two vendor overall, with semiconductor revenues of $29 billion. Rounding out the top five chip suppliers were Texas Instruments, Toshiba and Renesas Electronics, the latter two benefiting from the strong yen relative to the US dollar. The next five suppliers were Qualcomm, Hynix, STMicro, Micron and Broadcom. Together, the top 10 vendors represented 53% of total worldwide semiconductor revenues, an increase of 3% over 2010. The top 25 vendors captured 72% of overall semiconductor revenues for the year. Within the semiconductor device types, microprocessors registered strong growth due to high demand and increased ASPs for Intel's chips. Similarly NAND revenues also increased. However, DRAM saw revenue decline more than 25% due to supply glut and falling ASPs. Pure play DRAM vendor Elpida Memory saw revenue declines of 40% in 2011, ultimately leading to its bankruptcy earlier this year. Asia/Pacific and Americas showed growth above the industry average, while Japan and Europe showed negative growth. Among the market segments, semiconductor revenues for the computing segment declined year over year due to the DRAM price collapse. The consumer segment was essentially flat, while wireless communication and automotive segments registered over 10% year-over-year semiconductor revenue growth. ------------------------- 圣Mateo,CA - 国际数据公司今天一倍以上,其2012年全球半导体收入预测。
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| Last Updated on Monday, 30 April 2012 16:03 |
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