According to foreign news reports, from the traditional sense, Q3 is the quarter with strongest growth in a year, but at Q3 of this year it did not comply with this tradition, the industry forecast is worse than the average growth guidance. SeekingAlpha pointed out that Intel's growth is by 2% to 10%, the growth rate of Qualcomm is 4% to 5%, TI has 4% to 5%, ST has -5% to +5.5%, Broadcom has 1% 9%, Altera has 2% to 6%. There are also some exceptional circumstances: CirrusLogic has growth by 72% to 92% at Q3,it is due to that Apple launched 7-inch Tablet PC and / or iPhone5. Apple is Cirrus's largest customer. SanDisk has an increase of 11-21%, suggesting that the demand of SSD has a significant increase.SSDSKU growth is still very good, it was said in the earnings call, we are working with the SSD software solutions to improve the company's value chain.Since Skyworks had an increase of 6.6% in Q1 and Q2,at Q3,they have an increase of between 7% to 8% ; MediaTek has an increase of 13% to 18%, the Triquint has an increase between 10-15%. To make matters worse: increase of ST is between -5% to +5.5%; the increase of Freescale is between -7% to +2%; PMC-Sierra, the increase is between -6% to 0%; Maxim has an increase of between 0% to +5% - all of which are difficulties in the semiconductor industry. |
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Semiconductor Has Poor Peformance At Q3