- Industry status as of August 2006
- The SIA has released revenue numbers for June 2006 of $22.72 billion dollars (raw numbers not 3 month moving average). The June numbers are up from $20.32 billion dollars in June of 2005 and represents a 11.8% growth month over month and year to-date growth is now 7.8%. The 7.8% year-to-date growth rate represents the strongest year-to-date growth seen this year, see table 1.
MonthYTD growth (%)Jan0.5%Feb2.9%Mar6.3%Apr5.9%May6.8%June7.8%Table 1 - Year-to-date growth rate.
- Figure 1 illustrates the monthly revenue for the worldwide semiconductor market for 2004, 2005 and 2006.
- The SIA has released revenue numbers for June 2006 of $22.72 billion dollars (raw numbers not 3 month moving average). The June numbers are up from $20.32 billion dollars in June of 2005 and represents a 11.8% growth month over month and year to-date growth is now 7.8%. The 7.8% year-to-date growth rate represents the strongest year-to-date growth seen this year, see table 1.
- Figure 1. Monthly worldwide semiconductor revenue.
In figure 1, the grey line represents 2004 revenue. The brown line represents 2005 revenue. Notice how all the months in Q1 and Q2 up until June have been above the same months in any previous Q1 or Q2 but June dipped below 2004 levels, July moved back slightly above 2004 levels, August and September are above 2004 levels with September showing strong growth , October showing moderating growth and November and December once again showing strong growth. The green squares represent 2006, note how January falls almost directly on top of January 2005, February shows some growth, March shows strong growth, April shows moderate growth and May and June once again shows strong growth.
Although growth has been good for May and June there are reports of excess inventory in the supply chain. Based on year-to-date performance we now believe our 19% growth forecast for the year is too aggressive and growth closer to 10% is more likely.
Related articles
- Industry Status as of August 2006 - June showed good growth up 11.8% over June 2005 and year-to-date growth is now at 7.8% versus the same period last year. Year-to-date performance and reports of excess inventory in the channel have led us to lower our 2006 forecast to 10% from 19% at the beginning of the year.
- Industry Status as of July 2006 - May once again showed strong growth versus 2005 reenforcing our belief that 2006 will show double digit growth over 2005.
- Industry Status as of June 2006 - April's growth moderated after strong growth in March. It isn't clear yet whether this represents the effects of the inventory builds and high energy cost effects the SIA warned about for March.
- Industry Status as of May 2006 - March revenue showed strong growth of 12.2% over February of a year ago. The strong growth is tempered by concerns of inventory building and the effect of high energy prices.
- Industry Status as of April 2006 - February revenue is showing increased growth over January's weaker growth.
- History and Forecast March 2006 - a quarterly history and forecast for ICs through the end of 2006 including dollars, units, wafer starts and utilization. We are forecasting 19% growth for 2006.
- Industry Status as of March 2006 - January revenue is only up fractionally versus January of a year ago
- Industry Status as of February 2006 - December continued Novembers strong revenue growth versus the same month in 2004. 2005 has now ended with 7.1% growth versus 2004. We currently expect 2006 to be an up year with greater than 10% growth probable.
- Industry Status as of January 2006 - November revenue growth once again strengthened after a weak October. We currently expect 2006 to be an up year with greater than 10% growth probable.
- Industry Status as of December 2005 - October revenue growth is weaker than Septembers strong growth.
- Industry Status as of November 2005 - September revenue growth continues to show a strong recovery from the weak/negative growth of the last few months. We have been predicting stronger revenue growth in the second half of 2005 and with August and now September moving in that direction we are increasingly confident in a strong second half.
- Industry Status as of October 2005 - August revenue growth has made a strong recovery from the weak/negative growth of the last few months. We have been predicting stronger revenue growth in the second half and August certainly represents a positive step in that direction.
- Industry Status as of September 2005 - July revenue growth has recovered to slightly positive growth versus Junes negative growth. We expect revenue growth to strengthen in the second half but we are concerned about the effect of high energy prices.
- Industry Status as of August 2005 - June worldwide revenue numbers are down from June 2004 representing the first month of negative growth this year. We currently expect the second half to strengthen but our confidence in our forecast is not strong.
- Industry Status as of July 2005 - May worldwide revenue is showing moderating growth compared to prior months in 2005 rasing the specter of a weaker than expected second half.
- Industry Status as of June 2005 - Aprils worldwide revenue continues to show growth although somewhat slower than at the start of Q1. Recent announcements 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.
- 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.
