Take it FWIW......this research was put out by DataBeans Inc.
Chip boom to last just one year, says research firm
By Peter Clarke
Silicon Strategies
01/07/2004, 8:40 AM ET
RENO, Nevada -- Market research firm DataBeans Inc. is predicting the overall semiconductor market will grow 24 percent in 2004 to reach a value of US$205.1 billion, up from US$165.9 billion in 2003.
But the company expects the market to fall in 2005 -- back to US$202.1 billion -- before racing away again in 2006 (US$233.6 billion) 2007 (US$262.5 billion) and 2008 (US$301.7 billion).
DataBeans gave no reason for a market collapse in 2005, a time where other market research firms are predicting a continued boom before a flat to falling 2006.
Over the period 2002 to 2008 the semiconductor market is expected to sustain a compound an annual growth rate (CAGR) of 12.7 percent.
The good news for chip builders in 2004 is that consumers and corporate information officers are now set on replacing older computers with new laptops and high-speed desktops, a process that began in 2003. The consumer space flat screen televisions, low-cost DVD players, and digital cameras and are set to remain top sellers, DataBeans said.
In 2004, the memory market, followed by logic, analog, and microcomponents, are all expected to perform strongly, and will drive the high growth overall.
Over the 2002 to 2008 period of the prediction the best markets are expected to be sensors with a CAGR of 33.0 percent followed by optoelectronics (22.4 percent) and DSP (15.0 percent). |
