August, 2003
Global Chip Sales Reach $12.5 Billion in June 2003
-3.2% Second Quarter 2003 Sales Gain, 10.4% Year-over-Year-
SAN JOSE, Calif. – August 3, 2003– –Worldwide sales of semiconductors reached $12.54 billion in June, 2003, up slightly from the $12.49 billion in revenue reported in May of 2003, the Semiconductor Industry Association (SIA) reported today. For 2003’s second quarter, chip sales of $37.6 billion were up 3.2 percent from $36.4 billion in the year’s first quarter, and up 10.4 percent from the $34.1 billion recorded in the second quarter of 2002.
“In June, we forecast 3.2 percent growth for the second quarter and steadily increasing growth throughout the year, and that is exactly what we are seeing,” stated SIA President George Scalise. “As predicted, the recovery is broad-based, and now is beginning to draw strength from computation, the largest end market for semiconductors, as well as the global consumer and communications sectors.”
During the quarter ending in June, sales of computers rose almost 8 percent on a unit basis year-over-year, the strongest growth since 2000, supporting an 8.2 percent growth in microprocessors. In the wireline sector, strong consumer demand for broadband services such as DSL and cable products contributed to a 15.7 percent year-over-year increase in standard cells and a 27.1 percent increase in programmable logic devices. In the consumer space, brisk sales of DVD’s and digital cameras produced an increase of 33.9 percent in optoelectronics, while flash memory used in these products and mobile phones was up 37.1 percent year-over-year.
Capacity utilization on the leading edge has reached 96 percent. Excess inventory in the supply chain is now at negligible levels with very few exceptions. “Now that inventory has been worked off, increasing demand as the year progresses will directly generate rising semiconductor sales,” Scalise stated.
For the June quarter, sales in Japan rose 5.3 percent on a quarter-over-quarter basis, Asia Pacific was up 5.9 percent, and Americas was up 3.6 percent, while sales in Europe declined by 4.1 percent due to sluggish economic growth in Europe and outsourcing of production to Asia.
The 2003-2006 midyear forecast released by the SIA in June projects a compound annual growth rate (CAGR) of 9.8 percent over the forecast period. Annually, worldwide semiconductor sales are forecast to increase 10.1 percent in 2003, 16.8 percent in 2004, 5.8 percent in 2005, and 7.0 percent in 2006, to reach $205 billion.
The SIA’s Global Sales Report (GSR) is a three-month moving average of sales activity. The GSR is tabulated by the World Semiconductor Trade Statistics (WSTS) organization, which represents approximately 66 companies. The moving average is a mathematical smoothing technique that mitigates variations due to companies’ monthly financial calendars.
SEE PDF LINK TO THE RIGHT TO DOWNLOAD DATA TABLE.
About the SIA
The SIA is the leading voice for the semiconductor industry and has represented U.S.-based manufacturers since 1977. SIA member companies comprise more than 90% of U.S.-based semiconductor production. Collectively, the chip industry employs a domestic workforce of 284,000 people. More information about the SIA can be found at www.sia-online.org.
SIA CONTACT Molly Tuttle
408-436-6600
mailbox@sia-online.org
Doug Andrey
408-436-6600
mailbox@sia-online.org
CATEGORY
Economy, World Markets
Keywords
GSR, Sales
FIND A RELEASE
Current Year 2002 2001 2000 1999 All Years
,,,,, All Categories Domestic Policy Economy Environment/Health/Safety Research & Technology Workforce & Education World Markets Other
( 22K)
**************************
hier der link :
www.semichips.org/pre_release.cfm?ID=277
Ganz wichtig finde ich "Capacity utilization on the leading edge has reached 96 percent. "
Das bedeutet nix anderes, als das die Hersteller kurz vor der Allokationsphase sind. Und das wiederum bedeutet, das die Chippreise demnächst kräftig ansteigen werden.
Wie heist das so schön, wenn 2 Kunden sich um ein Teil streiten, dann freut sich der Hersteller (und erhöht dem Preis)
Leute, die richtigen Schlüsse müsst ihr natürlich selber ziehen.
Pieter
Global Chip Sales Reach $12.5 Billion in June 2003
-3.2% Second Quarter 2003 Sales Gain, 10.4% Year-over-Year-
SAN JOSE, Calif. – August 3, 2003– –Worldwide sales of semiconductors reached $12.54 billion in June, 2003, up slightly from the $12.49 billion in revenue reported in May of 2003, the Semiconductor Industry Association (SIA) reported today. For 2003’s second quarter, chip sales of $37.6 billion were up 3.2 percent from $36.4 billion in the year’s first quarter, and up 10.4 percent from the $34.1 billion recorded in the second quarter of 2002.
“In June, we forecast 3.2 percent growth for the second quarter and steadily increasing growth throughout the year, and that is exactly what we are seeing,” stated SIA President George Scalise. “As predicted, the recovery is broad-based, and now is beginning to draw strength from computation, the largest end market for semiconductors, as well as the global consumer and communications sectors.”
During the quarter ending in June, sales of computers rose almost 8 percent on a unit basis year-over-year, the strongest growth since 2000, supporting an 8.2 percent growth in microprocessors. In the wireline sector, strong consumer demand for broadband services such as DSL and cable products contributed to a 15.7 percent year-over-year increase in standard cells and a 27.1 percent increase in programmable logic devices. In the consumer space, brisk sales of DVD’s and digital cameras produced an increase of 33.9 percent in optoelectronics, while flash memory used in these products and mobile phones was up 37.1 percent year-over-year.
Capacity utilization on the leading edge has reached 96 percent. Excess inventory in the supply chain is now at negligible levels with very few exceptions. “Now that inventory has been worked off, increasing demand as the year progresses will directly generate rising semiconductor sales,” Scalise stated.
For the June quarter, sales in Japan rose 5.3 percent on a quarter-over-quarter basis, Asia Pacific was up 5.9 percent, and Americas was up 3.6 percent, while sales in Europe declined by 4.1 percent due to sluggish economic growth in Europe and outsourcing of production to Asia.
The 2003-2006 midyear forecast released by the SIA in June projects a compound annual growth rate (CAGR) of 9.8 percent over the forecast period. Annually, worldwide semiconductor sales are forecast to increase 10.1 percent in 2003, 16.8 percent in 2004, 5.8 percent in 2005, and 7.0 percent in 2006, to reach $205 billion.
The SIA’s Global Sales Report (GSR) is a three-month moving average of sales activity. The GSR is tabulated by the World Semiconductor Trade Statistics (WSTS) organization, which represents approximately 66 companies. The moving average is a mathematical smoothing technique that mitigates variations due to companies’ monthly financial calendars.
SEE PDF LINK TO THE RIGHT TO DOWNLOAD DATA TABLE.
About the SIA
The SIA is the leading voice for the semiconductor industry and has represented U.S.-based manufacturers since 1977. SIA member companies comprise more than 90% of U.S.-based semiconductor production. Collectively, the chip industry employs a domestic workforce of 284,000 people. More information about the SIA can be found at www.sia-online.org.
SIA CONTACT Molly Tuttle
408-436-6600
mailbox@sia-online.org
Doug Andrey
408-436-6600
mailbox@sia-online.org
CATEGORY
Economy, World Markets
Keywords
GSR, Sales
FIND A RELEASE
Current Year 2002 2001 2000 1999 All Years
,,,,, All Categories Domestic Policy Economy Environment/Health/Safety Research & Technology Workforce & Education World Markets Other
( 22K)
**************************
hier der link :
www.semichips.org/pre_release.cfm?ID=277
Ganz wichtig finde ich "Capacity utilization on the leading edge has reached 96 percent. "
Das bedeutet nix anderes, als das die Hersteller kurz vor der Allokationsphase sind. Und das wiederum bedeutet, das die Chippreise demnächst kräftig ansteigen werden.
Wie heist das so schön, wenn 2 Kunden sich um ein Teil streiten, dann freut sich der Hersteller (und erhöht dem Preis)
Leute, die richtigen Schlüsse müsst ihr natürlich selber ziehen.
Pieter
