Not so fast: SIA nudges chip sales up

Jan. 4, 2008 – Days after sending out its monthly global semiconductor sales update, the SIA has revised the figures going back to September, to reflect an extra $1.35B in DRAM sales.

Essentially the changes, which ultimately add $1.35B to the SIA’s reported November figures, stemmed from a change in the reporting format from the global companies reporting data, and some of the reporting companies hadn’t accurately aggregated the data they send in to be tallied, Anne Craib, the SIA’s director of market research, told WaferNEWS. She added that every month the SIA makes slight tweaks to the sales figures as the data is better understood, but this time the changes were significant enough to warrant the rebroadcast.

The changes only give a slight bump to overall November chip sales (a 3-mo. avg of $231.20B, -3.7% M-M and +2.6% Y-Y, vs. -3.0% and +2.3%), and year-to-date chip sales also are slightly better, up 3.9% from Jan.-Nov. 2006 instead of 3.3%. (Removing the 3-mo. average, actual monthly chip sales YTD are now about 3.4% ahead of last year’s pace, instead of a 2.8% increase.) And the extra $1.35B only bumps up the SIA’s 2007 projection to about $258.45B, +4.3% from 2006, instead of +3.8%. Nonetheless, Craib told WaferNEWS that the SIA “absolutely” stands by its earlier 2007 growth projections laid out in December, noting that the changes only amount to a fraction of a percent.


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