The world's leading information technology research and advisory firm ,Gartner released the latest forecasts, in 2015 global semiconductor revenue will reach 354 billion US dollars, an increase of 4% over 2014, but lower than the previous quarter forecasts published value of 5.4%. BryanLewis, Gartner's research vice president, said: "The market for semiconductor has revenue growth in 2015, more and more worried because the rapid depreciation of the US dollar against the national currency, semiconductor and electronics supply chain excess inventory, coupled with a personal computer upgrade cycle report a paragraph, let the system suppliers begin to feel the pressure. cut predictive value in the previous quarter it is also due to the superposition of the three factors of the semiconductor market in 2015 to bring a great negative impact. " Strong dollar also forced systems supplier and the buyer to re-evaluate its strategy. System suppliers will raise the price for a specific region and Europe to maintain gross margins, while reducing some of the features of products in order to maintain the current retail price. Buyer will expand the scope of procurement in particular areas, to extend the product life cycle and drive the price down curve. The above factors will pull down the 2015 semiconductor market growth. If the application point of view, smart phones, solid state disk and ultramobile a semiconductor revenue growth will be the most significant, by contrast, the largest decline will occur in the traditional PC sector. WindowsXP stop service led the traditional PC replacement wave, among the most highly specialized markets, but by the end of 2014 heat-related demand has begun to subside. Since 2015, consumers will be delayed Windows10 upgrade time, so PC replacement wave is expected to continue to slow down. The next wave of high tide and ultramobile PC market in 2015 will appear in the third quarter, when the Windows10 and Intel Skylake series products will be available. If you look from the perspective of the components, DRAM will continue to be one of the key growth drivers of the entire semiconductor market. Following the 2014 increase of 32%, the 2015 DRAM revenue is expected to grow 7.9%. However, Gartner remains "DRAM market boom in 2016, 2017 and end" view, when DRAM revenue fell by 20.2% and 8.4%, respectively. Such data may seem less optimistic, but compared to the previous quarter forecast "will decline 30.1 percent and 20.0 percent respectively," saying, in fact, little has improved. BryanLewis also pointed out: "the growth of the semiconductor market in 2015 will depend on the rebound from the previous second quarter, the first quarter is mostly negative growth in the second quarter because of the holiday stock gradually digest away the reason, generally will. the emergence of strong sequential growth in 2015 wrote the first quarter probably will be the lowest since 2009, the chain growth rate, the decline was at least 7%, if really we expect full-year growth of 4% in the second quarter will show a strong rebound bound . outlook Intel's latest data show that second-quarter operating income will increase by 3.3% MoM, with our expectations 'of the semiconductor industry will be over in the first quarter of 2015 fell 13.2% rebound after' view can be described as consistent. " |
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In 2015 Global Semiconductor Sales Are Expected To Reach $ 3