March’s data validated forecast; Q1 WAS cyclical bottom! Semicon update May’09

Here are the excerpts from the Global Semiconductor Monthly Report, May 2009, provided by Malcolm Penn, chairman, founder and CEO of Future Horizons. There are a lot of charts associated with this report. Those interested to know more about this report should contact Future Horizons. This will be followed by the update for June, and

Global semiconductor market will be $313 billion in 2012: SSIA

The Singapore Semiconductor Industry Association (SSIA) recently held its 2011 Summit. Estimating the global semiconductor industry in 2012, the SSIA agrees with Future Horizon forecasts stating that 2011-Q3 will be flat (+/- 1 percent), and that 2011-Q4 will show a slight decline (-1/-2 percent) with total year growth of 1 percent as compared with growth

Indian semicon market update shows 28.3 percent growth in 2010!

I am a bit amused to read the latest key findings on the Indian semiconductor market from ISA-Frost & Sullivan. Never mind! The report concludes that products demonstrating potential for explosive growth include –mobile devices, telecom base stations, LCD TV, STB, EMS, CFL, LED lights and smart cards and products with low MI – notebooks,

May 2010 global semicon update: Four quarters of sequential growth, yet still no one believes! Wake up, says Future Horizons

Here are the excerpts from the Global Semiconductor Monthly Report, May 2010, provided by Malcolm Penn, chairman, founder and CEO of Future Horizons. There are a lot of charts associated with this report. The report also covers market trends. Those interested to know more may contact Future Horizons. March’s total semiconductor sales came in at

Thrive or survive…going for gold in post-recession recovery: Malcolm Penn @ IEF2010, Dresden

According to Malcom Penn, chairman and CEO, Future Horizons, 2010 — a barnstroming year — will likely see the global semiconductor industry grow by 31+ percent. He was delivering the company’s forecast at the ongoing 19th International Electronics Forum (IEF) 2010 in Dresden, Germany, which ends here tomorrow. He said it would take a disaster

ISA Vision Summit 2010: Karnataka Semicon Policy 2010 unveiled; great opportunity for India to show we mean business!

The much awaited Karnataka Semicon Policy was released today at the ISA Vision Summit 2010 by the Hon’ble Chief Minister of Karnataka, B.S. Yeddyurappa and Hon’ble IT and BT Minister, Katta Subramanya Naidu, along with B.V. Naidu, chairman, ISA, and chairman and CEO, Sagitaur Ventures India Pvt Ltd, and other dignitaries. Way back, on 25

Chip market outlook: Back to normal abnormality? — Malcolm Penn @ IEF2009, Geneva

Future Horizons has revised its 2009 global semiconductor industry forecast to -14 percent growth (+/- 2 percentage points). This was revealed by Malcolm Penn, Chairman & CEO, Future Horizons, while delivering the company’s forecast at the ongoing 18th International Electronics Forum (IEF) 2009 in Geneva, Switzerland, which ends here tomorrow. “He said, “It’s all about good

18pc Q2 vs. Q1 sequential growth… this improves 2009 to -14pc: Semicon update July. ’09

Here are the excerpts from the Global Semiconductor Monthly Report, July 2009, provided by Malcolm Penn, chairman, founder and CEO of Future Horizons. There are a lot of charts associated with this report. Those interested to know more about this report should contact Future Horizons. Figure E1 shows the 12/12 worldwide monthly growth rates for

Is Q1 a cycle bottom? Time for 2009 reality check! Semicon update Apr’09

Here are the excerpts from the Global Semiconductor Monthly Report, April 2009, provided by Malcolm Penn, chairman, founder and CEO of Future Horizons. There are a lot of charts associated with this report. Those interested to know more about this report should contact Future Horizons. This will be followed by updates for May and June,

How semicon firms can achieve high performance — Part II

Friends, as promised, here is the second part of the discussion I had with Accenture’s Scott Grant, based on Accenture’s recent study: Managing Through Challenging Times! 4. Reducing the time to cash for new products.When companies industrialize the market concept, and they procure design win opportunities, we tend to see critical components involved with this: