- Industry status as of June 2005
- The SIA has released revenue numbers for April 2005 of $16.68 billion dollars (raw numbers not 3 month moving average). The April numbers are up from $15.82 billion dollars in April of 2004 and represents a 5.4% growth rate over April 2004. After a weak Q4 - 2004, Q1 represents a 13.2% jump over the best Q1 on record - Q1 - 2004 and April is the strongest April on record.
- We have revised upward our 2005 forecast. (See 2005 forecast)
- Figure 1 illustrates the monthly revenue for the worldwide semiconductor market for 2000 through 2005.
- The SIA has released revenue numbers for April 2005 of $16.68 billion dollars (raw numbers not 3 month moving average). The April numbers are up from $15.82 billion dollars in April of 2004 and represents a 5.4% growth rate over April 2004. After a weak Q4 - 2004, Q1 represents a 13.2% jump over the best Q1 on record - Q1 - 2004 and April is the strongest April on record.
- Figure 1. Monthly worldwide semiconductor revenue.
In figure 1, the blue line represents 2000, the prior peak semiconductor revenue year. The green line is 2001 revenue, note how 2001 starts in-line with 2000 and then in April drops down (the beginning of the downturn). The orange line for 2002 starts in-line with 2001 and then in July begins to show some improvement (the beginning of the recovery). The purple line for 2003 shows recovery over 2002 every month with the fourth quarter showing significant progress towards recovering back to 2000 levels. The grey represent 2004 revenue, with January through July showing progressively moderating growth over the year 2000 peak, August dipping under the year 2000 level and September through November showing some recovery before December drops back below the year 2000 levels. The brown circles represent 2005 revenue. Notice how all the months in Q1 and Q2 are above the same months in any previous Q1 or Q2.
Recent announcements of strengthening demand from several of the global semiconductor leaders have us bullish for the rest of Q2.
Related articles
- Industry Status as of June 2005 - Aprils worldwide revenue continues to show growth although somewaht slower than at the start of Q1. Recent announcments by several global leaders in semiconductors have us bullish for the balance of Q2.
- History and Forecast May 2005 - quarterly revenue, units, wafer starts and utilization for the IC industry.
- Industry Status as of May 2005 - Worldwide revenue for March continued to show growth that began in January. We are now working on an upward revision to our 2005 forecast.
- Industry Status as of April 2005 - Worldwide revenue for February continued the strong growth that began in January.
- forecast.Industry Status as of March 2005 - Worldwide revenue for January 2005 was up sharply versus any January previously recorded. January revenue was well above where we expected it to be and if this trend continues we will have to revise our 2005 forecast sharply upward.
- Industry Status as of February 2005 - Worldwide growth for December is once again weakening and we now believe that 2005 will show negative IC revenue growth.
- History and Forecast Jan 2005 - quarterly revenue, units, wafer starts and utilization for the IC industry. (01/19/2005) Updated (01/24/2005)
- Industry Status as of January 2005 - Worldwide growth for November is strengthening and we now believe that although 2004 will end weak and 2005 start weak, IC revenue growth for 2005 will be 18%.
- Industry Status as of December 2004 - Worldwide growth for October continues to be weak and falling utilization rates now have us concerned that Q1-2005 may be the start of a downturn.
- Industry Status as of November 2004 - Worldwide growth for September showed some improvement but the second half outlook is still weak. We are also now concerned about a possible 2005 downturn.
- Industry status as of October 2004 - Worldwide revenue growth continues to soften further clouding the outlook for the second half.
- Industry status as of September 2004 - Worldwide revenue continue to grow with July up 33% versus July 2003 and year-to-date revenue up 35.9%. This is however, moderate growth compared to earlier in the year. (09/02/2004)
- Industry status as of August 2004 - Worldwide revenue continue to grow with June up 41% versus June 2003 and year-to-date revenue up 36.4%. (08/02/2004)
- Industry status as of July 2004 - Worldwide revenue continues to show strong growth with year-to-date revenue growth of 35.4%. (07/02/2004)
- Industry status as of June 2004 - Worldwide revenue continues to show strong growth. (06/01/2004)
- Industry status as of May 2004. Worldwide revenue for March shows more strong growth. (05/04/2004)
- Revenue trends - the worldwide semiconductor industry revenue and growth rate by year through 200,3 with 2004 through 2008 estimates. Updated (4/20/2004)
- Industry status as of April 2004. Worldwide revenue for February shows strong growth over Januaries record pace. (04/02/2004)
- Industry status as of March 2004. Worldwide revenue numbers for January are the best on record. (03/01/2004)
- Industry status as of February 2004. (02/04/2004)
