According to a recent survey Gartner , the semiconductor industry will record drop in total revenues for the sixth time in a quarter century: in 2009 the company will receive $226 billion – on 11,4 % less than last year’s result. According to the browser market Ora Stefan (Stephan Ohr), revenues have gone down sharply in the first quarter, continuing the started in the last months of 2008 the trend. Then a small increase by the end of the first three months of this year followed by a substantial rise. Nevertheless, 2009 will be one of the worst for the industry since the collapse of the “dotcom” in 2001 and the first, when the recession should be the second consecutive year. In 2008 it amounted to 4,4%, denoting the effect of recession on the high-tech sector. Gartner was top industry players in terms of income received by them.
Or believes that with the restoration of the market suppliers of semiconductor products should monitor trends in the cost of end consumers during 2010, to detect the slightest fluctuations in demand. No recession, no way out of the global financial crisis did not affect the companies the same way: the first signs of life showed the PC segment, followed by mobile phones and automotive products. The cost of the corporate sector fell more deeply and return to the previous value rather slowly. Most had been severely damaged Japanese semiconductor suppliers: they have experienced as a blow from the recession, reduced its orders, and by strengthening the yen has made Japanese goods more expensive in comparison to the devices of U.S. and European production.
First position among the industry leaders for 18 th consecutive year, holds Intel. And despite the drop in revenue, its market share rose to 14,2%. Only three products recorded increase in income in 2009: Samsung and Hynix have by raising prices for memory, and Qualcomm has managed to increase its market share of chips for mobile phones. Outside the top ten Gartner said MediaTek – an increase of 21.4% due to increased position among Chinese nebrendovyh handset manufacturers. Of the 25 first place ranking is the only company with double-digit growth in percentage terms. Four companies of the top 10 showed revenue falling by more than 10%, and particularly distinguished Infineon – minus 46.5%, which is caused by the collapse of the asset is releasing the memory of Qimonda and the sale of wireline telecommunications business. If we subtract received in 2008, revenues from the latter to the “purity” of comparison, the decline in the current year amounted to 27,2%.
Memory segment is also noteworthy because it occurred not similar to the rest of the market processes. After the “depressed” 2007 and 2008 the market began to recover memory. Previously, suppliers reduced capital investment, and restricting the supply increases prices. In early 2009 there is a shortage chip NAND, later followed by the same chip DRAM. Nevertheless, care Qimonda and close to the collapse of the state of some of Taiwan’s players meant that the major producers of DRAM could strengthen the position and even the reporting of the income growth. 2009 was for the memory market is also negative, but significantly less painful than a whole for the industry.
Materials on the topic:
– iSuppli: PC market in third quarter;
– server market stabilized, the leaders – IBM and HP;
– IT-forecast Goldman Sachs: on Windows 7 will go to 2013.
