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Chip industry sees more downgraded forecasts, but what will SIA say? |
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Jun 11, 2007 at 04:34 PM |
The folks over at Databeans have joined the chorus of semiconductor industry market analysts who have revised their forecasts downward for 2007.
The general weakening has been attributed to across-the-board price pressures (especially in memory), demand swings, and inventory issues. As the table below shows, only Malcolm Penn and his merry band of bulls at Future Horizons are sticking to their original projection (a healthy 12%). Despite the bearish outlook for the near term, most of the prognosticators see a decent to quite-healthy 2008 on the way.
(Editor's note: A little bird---or was it a bear?--- wrote to tell me that my original Dataquest number was off---note the corrected initial forecast of 9.2%. Also, VLSI Research has not revised its original forecast of 5% growth.)
Company/Org.
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Initial 2007 Forecast
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Revised Forecast
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Databeans
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12%
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7%
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Dataquest
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9.2% (corrected)
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2.5%
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Future Horizons
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12%
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12%
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IC Insights
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5%
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2%
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iSuppli
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10.6%
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8.1%
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Semi Industry Assn.
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10%
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???
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World Semi Trade Stats
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8.6%
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2.3%
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If you want to hear what George Scalise, head honcho of the Semiconductor Industry Assn. (SIA), has to say about the organization's own revised forecast, click here to go to the registration page for the Webcast taking place this Wednesday (June 13) at 2 p.m. PDT.
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