The pace of sales, as tracked by the Semiconductor Industry Assn. (SIA), shows stabilization at low levels after a sharp decline in the first half of 2001. Worldwide semiconductor sales totaled $43.2 billion in the first quarter of 2001, $34.6 billion in the second, $30.6 billion in the third, and $30.5 billion in the fourth. More narrowly speaking, "integrated circuit" sales actually ticked up in the fourth quarter, while a smaller category of simpler circuits slipped, including discrete, optoelectronic, and sensor chips.
Tim and others, what do you think of this article? Do you think its an accurate depiction of current industry conditions?
The article talks about integrated circuits....well according to XLNX, a maker of I.C., business has picked up. However, according to ALTR, a competitor, business is still slow. My conclusion.........XLNX is stealing share from ALTR. And that seems to be the gist of what's happening......where a semi says things are picking up, typically that means they are stealing business from a competitor. Overall business still seems to be slow.
Any one else reach the same conclusions?
ted |
