<span style='color:red'>WSTS</span> Bumps Up Chip Sales Forecast
The World Semiconductor Trade Statistics (WSTS) organization revised upward its forecast for 2018 revenue after sales again grew on both a sequential and annual basis in October.WSTS now expects chip sales to reach $478 billion this year, an increase of 15.9% from 2017. The organization — which is comprised of 42 semiconductor companies that pool sales data — predicts that chip sales will grow by a much more modest 2.6% next year.The adjustment brings the WSTS forecast more in line with third party market research firms who have been estimating more aggressive growth rates for the semiconductor industry this year. The WSTS said in June it expected chip sales to grow 12.4% this year, but later revised the forecast upward to 15.7%. IC Insights, for example, has been forecasting 15-16% growth for the industry this year since March.WSTS forecasts that sales will grow across all regions and all major product categories, led by an increase of 33% in memory chip sales, 12% in discretes and 11% in optoelectronics.Meanwhile, growth rates for October chip sales continued to trend toward much more modest growth than earlier this year. The three-month rolling average of chip sales hit $41.8 billion in October, up 1% from September and up 12.7% compared to October 2017, according to WSTS.  “Although strong sales of DRAM products continue to boost overall market growth, sales in all other major product categories also increased year-to-year in October, and all major regional markets posted year-to-year gains," said said John Neuffer, president and CEO of the Semiconductor Industry Association (SIA), in a press statement.In a separate statement, the SIA also welcomed what it called a de-excalation of trade tensions between the U.S. and China following a meeting between U.S. President Donald Trump and Chinese President Xi Jinping at the G20 summit in Buenos Aires.Neuffer said the SIA would be monitoring progress progress on China's trade practices that were flagged by the U.S. government earlier this year, particularly around subsidies, intellectual property protection and forced technology transfers.The White House said following the meeting between Trump and Xi that the two agreed to begin structural changes with respect to forced technology transfers, intellectual property protection, non-tariff trade barriers and other issues and that the two sides would aim to have an agreement on this issues in the next 90 days.Trump agreed not to raise tariffs from 10% to 25% on $200 billion worth of Chinese products on Jan. 1, as had previously been planned, the White House said."Much is at stake as the two sides endeavor to set U.S.-China trade relations on a more productive path," Neuffer said. "SIA remains committed to working with both governments to support their efforts to achieve a successful negotiated outcome in the short term, and towards a more constructive and open economic relationship in the long term.”Also, China said during the meeting that it would be willing to re-examine Qualcomm's $44 billion proposed acquisition of NXP, which was not consummated after the two sides failed to gain the approval of China's Ministry of Commerce, according to the White House. But Qualcomm said Monday that it would not revive the transaction and that the company considers it a dead issue.
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Release time:2018-12-06 00:00 reading:1216 Continue reading>>
<span style='color:red'>WSTS</span> Raises Chip Sales Forecast
The global semiconductor market will grow by 12.4 percent in 2018, reaching $463 billion, according to the latest forecast from World Semiconductor Trade Statistics, an organization of more than 55 chip suppliers that pools sales data.The latest forecast is more bullish than the original WSTS forecast for 2018, issued last November. That forecast called for chip sales to increase by 7 percent. Sales are expected to increase across all product categories and in all regions of the world.WSTS said it raised the chip sales forecast based on continued extraordinary growth in the memory segment as well as strong growth in analog chips. Those two markets are expected to grow by 26.5 percent and 9.5 percent, respectively, this year.The forecast calls for sales to increase by a furter 4.4 percent in 2019, reaching $484 billion.As is typically the case, the latest WSTS forecast is slightly less bullish than forecasts issued by some market watchers. IC Insights said in March that it expects chip sales to increase by 15 percent in 2018.Meanwhile, the Semiconductor Industry Association (SIA) trade group reported that, based on WSTS sales data, the three-month average of semiconductor sales reached $37.6 billion in April, up 1.4 percent from March and up 20.2 percent compared to April 2017.John Neuffer, SIA president and CEO, said through a statement that the industry has posted year-to-year sales growth of more than 20 percent for 13 straight months."Although boosted in part by impressive growth in the memory market, sales of non-memory products also grew by double digits in April on a year-to-year basis, and all major regional markets posted double-digit year-to-year gains," Neuffer said.April sales increased year-to-year by 34.1 percent in the Americas region, 22.1 percent in China, 21.4 percent in Europe, 14.6 percent in Japan and 10.2 percent in the Asia-Pacific region. Sales also grew slightly on a month-to-month basis in all regions except for Asia-Pacific, which posted a slight decrease of 0.8 percent
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Release time:2018-06-07 00:00 reading:1212 Continue reading>>
<span style='color:red'>WSTS</span> Revises Chip Growth Forecast to 17%

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