Tuesday, July 14, 2009

IC Insights: 2Q09/1Q09 worldwide IC market jumps 16pc

USA: IC Insights' soon-to-be-released Mid-Year Update to The McClean Report describes how, after the worst two quarters in the history of the IC industry (4Q08 and 1Q09), 2Q09 rebounded (+16 percent) and signaled that the "healing" process is underway.

In the past 25 years, only the 18 percent quarterly IC market increases in 2Q84 and 2Q06 and the 17% surge in 4Q99 were better than the 2Q09 results. In order to fully appreciate the magnitude of the IC market rebound, consider the following 2Q09/1Q09 results:

* The DRAM market grew over 30 percent;
* The DRAM average selling price (ASP) was up 12 percent;
* Analog IC unit volume shipments increased over 30 percent;
* Microcontroller unit volume shipments increased over 25 percent;
* DSP unit volume shipments increased over 40 percent;
* The display driver market was up 25 percent;
* Total worldwide IC unit shipments were up over 20 percent; and
* The total worldwide IC market was up 16 percent!

IC Insights is the first industry forecaster to recognize and publicize this important quarterly data. Don't be misled by the "doom and gloom" annual forecasts. Since 4Q08, IC Insights has encouraged its clients to think quarterly about 2009. As the statistics above show, this has proven to be the most relevant and useful approach to understanding the current market dynamics.

Although the IC inventory replenishment surge in 2Q09 is expected to take away some of the momentum of 3Q09, the second half of the year still looks strong. IC Insights is advising its clients to not be caught looking backwards! Now that the worst is over, this is the time to prepare for the growth that lies ahead.

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