- Industry status as of January 2007
- The SIA has released revenue numbers for November 2006 of $22.5 billion dollars (raw numbers not 3 month moving average). The November numbers are up from $19.71 billion dollars in November of 2006 and represents a very strong 14.2% growth month over month and year to-date growth took a big jump to 9.2%. The 14.2% month over month growth is up from 11.0, 7.7% and 9.1% in August, September and October respectively. Year -to-date growth has now been strengthening since April - see table
MonthMonth over month growth (%)YTD growth (%)Jan0.5%0.5%Feb5.3%2.9%Mar12.2%6.3%Apr4.4%5.9%May10.9%6.8%June11.8%7.8%July12.0%8.3%Aug7.7%8.3%Sep9.1%8.4%Oct11.0%8.6%Nov14.2%9.2%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 November 2006 of $22.5 billion dollars (raw numbers not 3 month moving average). The November numbers are up from $19.71 billion dollars in November of 2006 and represents a very strong 14.2% growth month over month and year to-date growth took a big jump to 9.2%. The 14.2% month over month growth is up from 11.0, 7.7% and 9.1% in August, September and October respectively. Year -to-date growth has now been strengthening since April - see table
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- 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, June and July once again shows strong growth, August and September are also up from previous years but not as much as the last three months, with October showing strong growth and November showing very strong growth.
Based on the latest data we believe the year will end just above 9% total year-over-year growth.
Related articles
- Industry Status as of January 2007 - Novembers growth came it at a very strong 14.2% versus November of 2005. We expect 2006 to end at just over 9% growth for the year and 2007 to begin with normal seasonal weakness and show 13% growth for the year.
- We have updated our IC revenue history and forecast to include actual data through Q3-2006 and forecasts out to Q4-2008. We expect 2006 to end at 9.8% growth, 2007 to see 13% growth and 2008 a mild downturn.
- Industry Status as of December 2006 - Octobers growth came in at a strong 11.0% versus October of 2005. We expect 2006 to end with 9% year-over-year growth.
- Industry Status as of November 2006 - Septembers growth strengthened over Augusts growth coming in at 9.1% versus 7.7% for August. We are now forecasting growth for the year to end in the 9% to 11% range.
- Industry Status as of October 2006 - August growth moderated from the last three months coming in at 7.7% versus August 2005. We continue to expect 2006 to end with 10% to 12% growth for the full year.
- Industry Status as of September 2006 - July showed strong growth up 12.0% versus July 2005 and year-to-date growth is now 8.3%. We expect growth for the year to end at 10% to 12%.
- 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.
