Gartner found that the semiconductor companies will collect $219.2 bln in revenue in 2009 worldwide, a decline of more than 16% compared to 2008.
SIA expects 2009 chip sales to fall 5.6% to $246.7 bln, following a forecast 2.2% increase in 2008 to $261.2 bln. The trade group expects annual growth to resume in 2010, with chip sales rising 7.4% to $264.9 bln, and increasing another 7.5% to $284.7 bln in 2011.
Global sales of semiconductors are likely to fall 2.2% in 2009 due to weak demand for electronics worldwide, World Semiconductor Trade Statistics said. The chip market will shrink to $256 bln 2009, down from an expected $261.9 bln in 2008, said WSTS.
The worldwide wireless LAN (WLAN) semiconductor market is expected to pass the 4 bln USD mark by 2012 with a compound annual growth rate (CAGR) of 22.8%. While PCs will remain the largest application segment for WLAN semiconductors, mobile phone applications will grow at a CAGR of 49.3% and become the second-largest category for WLAN semiconductor revenue by 2012. IDC expects the MIMO-enhanced 802.11n technology to be the next growth driver for this market as the higher throughput and range provide a great opportunity for new applications and usage models, according to IDC.
Worldwide sales of semiconductors grew by 5.5% to $22.7 bln in August 2008 from August 2007 sales of $21.5 bln. Sales grew by 2.4% from July when sales were $22.2 bln, SIA says. Year-to-date sales through August were $170.2 bln, an increase of 4.5% from the same period of 2007 when sales were $162.9 bln. Excluding memory products, industry sales were up by 11.4% YTY in August 2008. Year-to-date sales were 4.5% ahead of 2007 and remain in line with the SIA mid-year forecast of 4.3% growth in 2008. PC unit sales are projected to grow by more than 13% in 2008. Unit sales grew by 9.1% YTY in August 2008, a modest slowdown from July 2008. Worldwide unit sales of cellular handsets remained strong – especially in emerging markets. Unit sales of cellular handsets are forecast to grow about ten% in 2008, with the strongest growth coming from emerging markets.
The global market for nanomaterials for electronics applications will reach $600 mln in 2008 and grow at a compound annual rate of more than 40% to reach nearly $7 bln in 2015, according to The Information Network. The Semiconductor sector will have a 62.1% share of the $600 mln market in 2008, primarily because of utilization of Designer Molecules for DUV photoresists and for Slurries for chemical mechanical planarization (CMP). Nanotubes and Nanowires will enter the market after 2010 and begin to gain share. However, the Semiconductor sector will lose market share to Sensors and RFID, and by 2015 its share will have dropped to 58.1% of the nearly $7 bln market for nanomaterials.
Global semiconductor sales rose 7.6% in July 2008 from July 2007. Worldwide sales were $22.178 bln, up from $20.603 bln a year ago, the Semiconductor Industry Association said. Excluding memory products, semiconductor sales increased by 11.6% YTY and by 3.2% sequentially. The 7.6% increase is down slightly from the 8% increase marked in June 2008.
The router market in EMEA continued to grow in Q1 2008. The enterprise router market grew by 8.4% from $933 mln in 4Q 2007 to $1.01 bln in Q1 2008, according to IDC. Compared to Q1 2007, the router market achieved a revenue increase of 15% from $879 mln to $1.01 bln in Q1 2008. High-end router sales went up by 13% from $589 mln to $665 mln in Q1 2008, driven by service providers investing in offering new services such as IP television (IPTV) and video on demand (VoD) to their end customers. SOHO segment reported the highest decline of 10.3% from $38 mln to $34 mln in Q1 2008.
Total revenue of Internet advertising increased by 23.9% to $7.1 bln in Q1 2008 compared to $5.7 bln in Q1 2007, according to IDC. Google continued to extend its leadership position in the U. S. Internet advertising market in Q1 2008: the company’s estimated net advertising market share was 24.8% in Q1 2008, up from 23.1% in Q1 2007.
Worldwide PC microprocessor shipments slowed notably in Q1 2008, resulting in sequential growth of -9.2% over Q4 2007. In YOY comparisons, overall unit shipments and market revenue grew by 25.7% and 15.9% respectively, according to IDC. Shipments of processors for desktop PCs led the slowdown in Q1 2008, with sequential growth of -11.9%. Processors designed for mobile PCs and servers faired slightly better, with growth of -5.9% and -6.0% respectively compared to Q4 2007. All three segments experienced solid YTY growth, however, led by a 42.8% increase in microprocessor shipments for mobile PCs.