July’s global semicon sales expectation for 2011


This is a continuation of my coverage of the fortunes of the global semiconductor industry. I would like to acknowledge and thank Mike Cowan, an independent semiconductor analyst and developer of the Cowan LRA model, who has provided me the latest numbers. It’s that time of the month again; namely, time to preview next month’sContinue reading “July’s global semicon sales expectation for 2011”

Cowan’s LRA model: Actual July 2010 global semicon sales $24.57bn; down 9.5 percent from last month (June)


This is a continuation of my coverage of the fortunes of the global semiconductor industry. I would like to acknowledge and thank Mike Cowan, an independent semiconductor analyst and developer of the Cowan LRA model, who has provided me the latest numbers. The WSTS posted the July 2010 global semiconductor sales report (Historical Billings Report,Continue reading “Cowan’s LRA model: Actual July 2010 global semicon sales $24.57bn; down 9.5 percent from last month (June)”

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

All of my blogs are now up for sale! ;)


My dear friends, I am now in the process of selling off Pradeep’s Point! as well as all of my other blogs! 🙂 As most of you are probably aware, Webstatsdomain.org estimated Pradeep’s Point! at a whopping $19.1 billion in July 2014. As I write this post, the number has slightly reduced to $16.6 billion.Continue reading “All of my blogs are now up for sale! ;)”

Semicon West 2014: SEMI World Fab forecast report


Christian Gregor Dieseldorff, senior analyst, Industry Research & Statistics  Group at SEMI, presented the SEMI World Fab Forecast at the recently held Semicon West 2014, as part of the SEMI/Gartner Market Symposium on July 7. Scenarios of fab equipment spending over time has been  20-25 percent in 2014, and 10-15 percent in 2015. At thisContinue reading “Semicon West 2014: SEMI World Fab forecast report”

Semiconductor capital spending outlook 2013-18: Gartner


At Semicon West 2014, Bob Johnson, VP Research, Gartner, presented the Semiconductor Capital Spending Outlook at the SEMI/Gartner Market Symposium on July 7. First, a look at the semiconductor revenue forecast: it is likely to grow at a 4.3 percent CAGR from 2013-2018. Logic continues to dominate, but growth falters. As per the 2013-2018 CAGRs,Continue reading “Semiconductor capital spending outlook 2013-18: Gartner”

How Intel competes on today’s fabless ecosystem?


The SEMI/Gartner Market Symposium was held Semicon West 2014 at San Francisco, on July 7. Am grateful to Ms. Becky Tonnesen, Gartner, and Ms Agnes Cobar, SEMI, for providing me the presentations. Thanks are also due to Ms Deborah Geiger, SEMI. Dean Freeman, research VP, Gartner, outlined the speakers: • Sunit Rikhi, VP, Technology andContinue reading “How Intel competes on today’s fabless ecosystem?”

Round-up 2013: Best of semiconductors, electronics and solar


Friends, here’s a review of 2013! There have been the usual hits and misses, globally, while in India, the electronics and semiconductor industries really need to do a lot more! Enjoy, and here’s wishing everyone a Very Happy and Prosperous 2014! Be safe and stay safe!! DEC. 2013 What does it take to create SiliconContinue reading “Round-up 2013: Best of semiconductors, electronics and solar”

Round-up 2012: Best of electronics, semiconductors and solar


Friends, here is the round-up of 2012, where the best of electronics, semiconductors and solar PV are presented. Best wishes for a very happy and prosperous new year! 🙂 Also, a word on the horrendous Delhi rape that has shaken up India. I am ashamed to be a man and a part of India’s society. MyContinue reading “Round-up 2012: Best of electronics, semiconductors and solar”

Global semicon sales to drop 1.7 percent in 2012?


This is a continuation of my coverage of the fortunes of the global semiconductor industry. I would like to acknowledge and thank Mike Cowan, an independent semiconductor analyst and developer of the Cowan LRA model, who has provided me the latest numbers. According to the WSTS’s August (posted Oct. 9th, 2012 on its website) actualContinue reading “Global semicon sales to drop 1.7 percent in 2012?”