July 5, 2012 — Semico Research has just released an update to its 2012 semiconductor industry forecast. Semico’s semiconductor growth forecast has stayed between 8 and 10% over about a year. The latest update holds Semico’s forecast at the bottom of that range: 8.6%.
The economic situation in Europe is inspiring caution at Semico, but the forecasters continue to expect a better H2 2012.
 |
| Figure. Semico’s IPI and total worldwide semiconductor sales ($B). |
“On the consumption side there are new smartphones, ultraportable PCs, and tablets with enough appeal to keep consumers spending their disposable income. We’re also closely watching the supply side, especially the 28nm ramp,” according to Semico.
Semico’s Jim Feldhan presented at Solid State Technology’s The ConFab 2012 about silicon cycles. Check out information from his talk here:
@ The ConFab: Semiconductor industry experts look to the future
@ The ConFab: How to prevail over silicon cycles
ConFab interview: Semico’s Jim Feldhan on solid-state drives and semiconductor trends
The Semico IPI report is published monthly and includes the IPI chart and forecast with a detailed analysis of the data and current market trends. The June 2012 IPI report includes a detailed economic analysis of the global economy by examining the situation in Europe, efforts to manage growth in China, and the state of unemployment and consumer spending in the US. Every quarter the IPI Report includes Semico’s detailed semiconductor forecast while the other two months in each quarter are bolstered with topical research articles from Semico’s analysts. The IPI has provided accurate and proven forward-looking predictions on the direction and strength of the semiconductor market twelve months in the future since 1997.
Semico is a semiconductor marketing & consulting research company.