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.

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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。

这家研究公司调升其前景为6至7%,销售率将增加为今年的推移。

“目前半导体周期,2011年年中开始,将在2012年和晶圆厂利用率将拿起和加速在今年下半年第二季度走出低谷。总体而言,IDC预计2012年半导体销售收入增长将在6-7%的范围内,卡特桑说。“

在12月公司预计销售额将在2012年上升3.1%。

IDC公司去年的销售额同比增长3.7%,比去年一年,$ 301亿美元。

结果是根据对100多家半导体公司,其中超过40看到比去年同期收入增长大于5%,销售约相同数目的公司,同时看到超过5%,收入下降。

英特尔与半导体总收入为51.8亿美元,2011年,再次是整体市场的领导者。它注册了可观的收入增长和其半导体市场的份额也增加了3%。三星是两个厂商的总体半导体销售额290亿美元。四舍五入排名前五位的芯片供应商德州仪器,东芝和瑞萨电子,受惠于强势日元相对美元的后两个。未来五年供应商高通,海力士,意法半导体,美光科技公司和Broadcom。一起,排名前10位的厂商占全球半导体收入总额的53%,比2010年增加了3%。排名前25位供应商夺取今年整体半导体销售额的72%。

在半导体器件类型,微处理器录得强劲增长,由于高需求和增加了对英特尔的芯片平台。同样的NAND收入也有所增加。然而,DRAM收入下降超过25%,由于供应过剩和下降平台。纯玩DRAM厂商Elpida存储器看到在2011年的40%的收入下降,最终导致其破产今年早些时候。

亚洲/太平洋地区和美洲均高于行业平均水平的增长,而日本和欧洲出现负增长。在细分市场中,为计算段的半导体收入下降超过一年,由于DRAM价格暴跌的一年。消费市场基本持平,而无线通信和汽车领域的半导体销售收入比去年同期增长10%以上的登记。

 

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