SAN JOSE – North America-based manufacturers of semiconductor equipment posted $1.61 billion in orders worldwide in May (three-month average), up 0.6% sequentially, and down 0.7% year-over-year, says SEMI.
 
The book-to-bill ratio was 1.05, which means $105 worth of orders was received for every $100 of product billed for the month.

The three-month average of worldwide billings was $1.54 billion, up 5.3% sequentially, and down 8% compared to May 2011.

“Worldwide orders for new semiconductor equipment from North American-based manufacturers have continued to increase over the past year, as chip makers add capacity and process technology to meet demand driven by mobile products, smartphones and tablets,” said Denny McGuirk, president and CEO at SEMI. “Bookings are at the highest levels since May 2011, and this is the fourth consecutive month that new orders have outpaced billings.”

OYSTER BAY, NY – Global revenue for carrier Wi-Fi access points and controllers will reach $2.2 billion in 2017, eight times its current size, says ABI Research.

This level is equivalent to almost one-half of the traditional enterprise or consumer/SoHo Wi-Fi segments in the same period.

The majority of the total market in 2011 was accounted for by Cisco, Ruckus Wireless, and Ericsson/BelAir.

As traditional mobile infrastructure vendors add Wi-Fi to their portfolios, these early market share rankings will fluctuate, says the firm.

Carrier Wi-Fi is defined as Wi-Fi that is provided as a service to mobile carrier customers, owned and operated directly or indirectly by the carrier, e.g. a third party hotspot provider.

FRAMINGHAM, MA – The worldwide PC market is expected to grow 5% year-over-year in 2012, in what is likely to be a challenging year, says International Data Corp. Nearly 383 million PCs will ship into the market this year, a slight improvement over the tepid growth seen in 2011, as PCs continue to vie for growth amid intensifying competition from alternative devices, global political uncertainty, and a still bumpy economic roadmap, says IDC.

In addition to rising consumer saturation in mature regions, economic uncertainty, the launch of Windows 8 and growth of competing tablet devices are key factors affecting the market outlook, the firm notes. With the threat of a relapse into recession in several markets adversely affecting public spending and business confidence, the forecast for several key segments has been reduced, especially among small and medium-sized firms. Windows 8 could help reinvigorate a consumer market that has lost a degree of enthusiasm in recent years. However, questions about the release date, functions, and pricing for Windows 8 limit the contribution the new operating system may make in 2012. Consumer PC shipments are expected to see modest growth in 2012 with the revamp of a sleeker Wintel platform, fueling additional growth in 2013 through 2016. IDC expects the forecast period to culminate with total PC shipments topping 528 million units in 2016.

“The first quarter PC volume results showed an uptick over our forecast,” said Jay Chou, senior research analyst at IDC. “However, much of the volume was due to a faster-than-expected recovery of hard disk drive supply related to flooding in Thailand. PCs continue to face pressure from a weak economic environment and growing competition. Consumer sentiment could be revived with UltraBook or Ultrathin systems, provided the right price is reached. More price-cutting in the Android tablet landscape could free up some budget for PC purchases, but could also focus consumers on tablets rather than PCs. Ultimately, we expect modest PC growth this year, as the industry works through the transition to Win8 and related devices.”

“In the United States, the PC market will continue to witness the perfect storm over the next two quarters before we see any meaningful resumption of growth. Most consumers and businesses in need of PCs already have PCs and see no immediate reason to upgrade or expand. The market is also evolving amid a heated presidential election campaign, adding more stress to consumer and business confidence, with both segments refraining from spending or hiring. The good news, however, is that the forthcoming release of Windows 8 promises to bring new classes of products that could lead to a stronger refresh cycle as the year ends,” says David Daoud, research director, Personal Computing at IDC.

IDC continues to have a conservative view toward PC purchases in mature markets, which are generally expected to return to growth mode in 2012 after a contraction in 2011. Meanwhile, headwinds from the Euro crisis are increasingly being felt in the emerging markets, the previous stalwarts of growth. The outlook for emerging markets has become more mixed with Central Europe, Middle East and Africa increasing its outlook, while Asia/Pacific (excluding Japan) and Latin America will experience slower growth in the short term.

SANTA CLARA, CA – Worldwide TV shipments fell almost 8% year-over-year in the first quarter of 2012, the steepest rate of decline since the second quarter of 2009, says NPD DisplaySearch.

Total TV shipments for the quarter were 51 million units. The biggest contributor to this decline was a slowdown in shipments of LCD TVs, which fell year-over-year for the first time in the history of the category, declining just over 3%, to 43 million units, the research firm says.