Zeev: <<You got to face the fact that the most optimistic estimates of total chip shipments this year are under $200 B and 2001 may see an absolute best case of $230 B...>>
Sorry to crash your sobriety fest (g). Others think your 'best case' for 2001 is approximate to (give or take 10 bill) current year estimates:
semiconductoronline.com{9D43261D-3193-11D4-8C3D-009027DE0829}&Bucket=HomeLatestHeadlines
Dataquest: Semiconductor Revenue Increases to $222 Billion
5/25/2000 Worldwide semiconductor revenue is forecast to increase 31% to $222 billion in 2000, according to Dataquest Inc.
The company believes that the revenue will come from the industry?s memory segment. Last year, the market grew 22%, and it?s expected to be nearly $320 billion in 2004.
For short-term growth, Dataquest believes that revenue will come from the dynamic random-access memory (DRAM) market, where it is supposed to grow from $23.1 billion in 1999 to $76 billion in 2002.
Analysts predict that the market will decline at the end of 2002, but in the meantime the semiconductor industry will experience double-digit growth. ?In mid-2002, we expect the DRAM market to become oversupplied, leading to price declines in DRAM,? said Joseph Byrne, senior analyst for Dataquest?s Semiconductor Worldwide program. ?Within the following 12 months, we project the foundry market will also become oversupplied, triggering soft prices across a range of semiconductor products.?
The Dataquest Semiconductor Worldwide program combines a global industry view of memory, microcomponent, logic/ASIC, analog, discrete and optical device segments. |
