Bryan Lewis, vice president of research at Gartner, said: "The short-term trend is mainly due to three key factors: the oversupply of excess inventory, overcapacity in the manufacturing industry, and the slowdown in demand caused by the weak economy. The semiconductor company's supply in the third quarter The guidebook is far below the average of the quarter, and the current supplier guidelines point out that the growth in the third quarter will be flat or declining.Usually, we predict that the increase in the third quarter will be 8% to 9%, because this period Every student starts school and important holidays. But at present, the supply chain has also shown a significant slowdown, and semiconductor-related inventory levels are still rising."
Unit shipments of PC production have also decreased significantly. In the last quarter, Gartner expects PC production to increase by 9.5%, but it has now dropped to 3.4%. Gartner has reduced its forecast for handset unit production growth to 12.5% ​​from the 12.9% growth forecast in the second quarter.
The decrease in PC demand and price decline have already had a serious impact on DRAM. It is currently expected that this part of the product will drop by 26.6% in 2011. NAND flash memory and data processing ASICs are the fastest growing devices in 2011 (around 20%). This increase is largely due to the strong growth of smartphones and iPads.
Mr. Lewis said: “The situation in 2012 may be worse. We have reduced the growth rate of the semiconductor industry in 2012 from 8.6% to 4.6%, which is mainly due to the deteriorating macroeconomic outlook. However, the US economy has experienced a double-dip recession. The possibilities are still increasing, and worries about further deterioration of sales prospects are also rising. Gartner is paying close attention to sales of IT and consumer goods and observe if there are any signs of significant weakness."
Analysts report a sharp slowdown in global semiconductor sales revenue in 2011
According to a recent report released by market research firm Gartner, global semiconductor sales revenue began to slow in 2011, and it is expected that the total revenue of this market will reach 299 billion US dollars, a year-on-year decrease of 0.1%. This figure is significantly lower than the expected value given by Gartner in the second quarter of this year (predicted a 5.1% year-on-year increase).