Q4 global semiconductor sales fell qoq in 2010

According to a study by IHS iSuppli Corporation, global semiconductor sales fell by 3.7% in the fourth quarter of 2010 following the sequential growth of six consecutive quarters, which was the first time since the beginning of 2009.

The IHS Corporate Competitiveness Tool (CLT) tracked 298 semiconductor suppliers. In the fourth quarter of 2010, the revenue of these suppliers decreased from 80.1 billion U.S. dollars in the third quarter to 77.2 billion U.S. dollars, but it was still 690 times that of the fourth quarter of 2009. Billion dollar is 11.9% higher.

The decline in the semi-conductive industry last month happened during the global economic recession. After falling 21.4% and 18.0% in the fourth quarter of 2008 and the first quarter of 2009, respectively, semiconductor sales began to increase in the second quarter of 2009, and then showed quarter-on-quarter growth in each quarter until the fourth quarter of 2010.

Although the fourth quarter did not meet the normal seasonal pattern, the semiconductor industry was recovering to a more normal mode in the first quarter of 2011, that is, it contracted in the first quarter and then increased sequentially from the quarter to the end of the year. It is estimated that global semiconductor sales in 2011 will increase by 5.8% from last year.

Uncertainty Still, despite the slow and steady improvement of various economic indicators, many uncertainties remain, including the housing market downturn and high unemployment. At the same time, consumers began to spend money again, especially buying products such as tablets and smartphones, and connected devices in the home.

In addition, the update cycle of corporate PCs and servers, as well as the infrastructure of mobile communications, are spurring growth in the semiconductor and terminal products markets. However, the growth may be too fast and the semiconductor industry is currently unable to parry.

IHS iSuppli's research shows that factors such as infrastructure, refresh cycles, and inventory replenishment may cause the semiconductor industry to overgrow in 2010, leading to contraction in the fourth quarter.

Record sales growth reached a new record Although the fourth quarter contracted, semiconductor sales increased by US$74.5 billion in 2010, setting a record increase, exceeding the US$59.2 billion increase achieved during the dot-com bubble in 2000. The record for the industry's highest annual percentage growth rate is still 36.7%, which was set in 2000.

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