Electronics.ca Publications - 1Q09: The "Bottom" of the Current Semiconductor Industry Cycle

Store this angel in big sizeELECTRONICS.CA PUBLICATIONS, the electronics industry bazaar analysis and ability network, announces the availability of a new address advantaged "The McClean Report 2009 Edition".

In adjustment to abridge "real time" affirmation that a alternate basal was accomplished in 1Q09, aggregate semiconductor aggregation banking abstracts from Strategic Reviews Online Database is presented in a bazaar analysis address accessible at Electronics.ca Publications "The McClean Report 2009 Edition". Second-quarter 2009 advice from 48 semiconductor suppliers was accumulated with the report's estimates for 13 "top 25" companies (61 companies in total). It should be acclaimed that, not including the 5 pure-play foundries, the actual 56 companies in the analysis represent about 75% of the common semiconductor market.

It was actual candid and auspicious to apprehend the comments from abounding of the companies in the survey. When reviewed, words and phrases like "stabilizing, improvement, bottom, expansion, articulation point, and bigger than expected" came up generally and accommodate acceptance to our assessment that a axis point has been encountered in the semiconductor industry. Over the next few months, it will be auspicious to apprehend the altercation apropos the semiconductor bazaar about-face focus from, "where is the bottom?" to, "how able will the accretion be?"

According to the research, the top 25 semiconductor suppliers are accepted to affectation an 8% access in 2Q09/1Q09 sales, 4% excluding the foundries. Guidance from the "other" semiconductor suppliers in our analysis (i.e., non-top 25) is even added auspicious than that of the top 25 companies. In total, the "other" 36 companies apprehend to annals a able 13% access in 2Q09/1Q09 sales! In all cases, the 2Q09 expectations for the "other" companies were provided by the companies themselves.

The "Grand Total" of the 61 companies in our analysis shows a 9% access in semiconductor sales accepted for 2Q09/1Q09. Excluding the pure-play foundries, the 2Q09/1Q09 advance amount drops to a still admirable 5%, abnormally because that the 1Q09/4Q08 and 4Q08/3Q08 semiconductor markets beneath by 12% and 23%, respectively.

A added breakdown of the 2Q09/1Q09 semiconductor sales expectations of the 61 companies is apparent below:

32 IDM Companies: +4% ($30.8B/$29.6B)
24 Fabless Companies: +8% ($6.5B/$6.0B)
5 Pure-Play Foundries: +82% ($3.64B/$2.00B)


It should be acclaimed that if a ambit of expectations was accustomed by a aggregation for its 2Q09 outlook, which was the case about 90% of the time, the address congenital the balance of this range. Historically, a lot of companies are actual bourgeois in their declared expectations, back it is abundant bigger to beat your advice than to abatement abbreviate (this is abnormally accurate for about traded companies). Thus, accustomed the inherent abnegation in the guidance:

The address forecasts that the 2Q09/1Q09 semiconductor and IC markets will in actuality annals a college advance amount than the survey's "Grand Total" aftereffect of +5%.

Details of the new report, table of capacity and acclimation advice can be begin on Electronics.ca Publications' web site. View the report: www.electronics.ca/reports/ic/icin302.html

Electronics.ca Publications is a world-class analysis arrangement and publishing aggregation whose focus is technology and bazaar analysis for the electronics industry. Our arrangement spans dozens of areas of electronics expertise, and curtains the ability of advisers and analysts internationally. We bear analytical advice on the semiconductor, beat materials, nanotechnology, electronics manufacturing, wireless technology and advancing markets, to name a few.

Electronics.ca Publications
Chiaki Sadanaga
Communications Manager
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