BUZZ
“It is now clear that 2000 was a bubble that distorted the industry's compound annual growth rate (CAGR), pushing it above 16 percent. We believe that CAGRs in the range of 8 to 10 percent will be the norm going forward over the longer term. This will represent a sea change for our industry. We can no longer count on the proverbial rising tide that lifts all boats.” — AMD Chairman Jerry Sanders from SIA
“Worldwide sales of semiconductors are expected to increase by 1.8 percent in 2002, by 19.8 percent in 2003, and by 21.7 percent in 2004.” — Semiconductor Industry Association
DataBank
Global semiconductor sales reached $12.68 billion in November 2002, a 1.3 percent sequential increase from the $12.5 billion in revenue reported in October 2002, and a 19.6 percent increase from the $10.6 billion total recorded in November 2001.
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“The November sales of the global chip industry underscore the healthy recovery that has been building momentum throughout this year,” stated SIA President George Scalise. “The wireless sector continues to be the strongest single market.”
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The three-month average of worldwide bookings in November 2002 was $779 million. The bookings figure is slightly above the revised October 2002 level of $775 million, yet 32 percent above the $589 million in orders posted in November 2001.
The three-month average of worldwide billings in November 2002 was $991 million. The billings figure is one percent below the revised October 2002 level of $1.0 billion and 21 percent above the November 2001 billings level of $817 million.
CALENDAR
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