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Top 20 suppliers show 19% sales growth in Q3
11/11/2009Echoing estimates made by the SIA (Semiconductor Industry Association) earlier this week, IC Insights this morning reported that Q3 showed strong seasonal demand, following a Q2 inventory replenish phase.
All in all, the market research company reported that the top 20 suppliers showed an averaged 19% growth rate in the September quarter, equal to the growth the top 20 showed in the June quarter. (See below listing)
"Third quarter sales results from the top 20 semiconductor producers illustrate once again why IC Insights has, since the beginning of this downturn, encouraged its clients to think quarterly about 2009," Bill McClean, president of IC Insights, said in a statement.
McClean and his company began encouraging the semiconductor industry to "think quarterly, not annually" in terms of a market recovery in December 2008. Doing so, IC Insights said, would allow the industry to begin to form a positive outlook about the "other side" of this downturn, in the second half of 2009 and beyond.
"The semiconductor industry continues to move through this silicon cycle very quickly as it recovers from recession," McClean said today.
IC Insights estimated that one year after the downturn began in Q4 2008, the Q4 2009 chip market will return to growth mirroring the health of the worldwide economy and electronic system sales.
The company noted that in Q3, the DRAM and NAND flash markets surged and helped Toshiba and Hynix post sequential sales increases of 30% and 31%, respectively, leading the top 20 in terms of revenue growth.
"…Even though 2009 will go down as one of the steepest downturns in semiconductor history (-12%), four of the top 20 companies are expected to register higher sales in 2009 than in 2008," McClean said. "Using company guidance as well as IC Insights’ forecasts for Q4 semiconductor sales levels, Samsung, Toshiba, Qualcomm, and MediaTek are expected to show sales growth this year. Quite an accomplishment considering that 2009 is likely to be the worst recession to hit the worldwide economy in 63 years!"
1Q09-3Q09 Top 20 Semiconductor Sales Leaders (SM)
Source: IC Insights, November 2009; www.edn.com.
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